BMO
BMO reference view — institutional positioning, fundamentals and flow.
AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 14.8 | P/S | — |
| EV/EBITDA | — | P/B | 1.41 |
| Revenue (TTM) | — | Rev YoY | — |
| Gross margin | — | Op margin | — |
| Net income | — | FCF | — |
| Cash | — | Debt | — |
| Dividend | 3.65% | Buybacks 1Y | — |
Fundamentals snapshot for BMO. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 20.3M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 20.3M | 0.0% | — |
| ROYAL BANK OF CANADA | 19.2M | 0.5% | +4% |
| ROYAL BANK OF CANADA | 16.4M | 0.4% | — |
| ROYAL BANK OF CANADA | 15.3M | 0.4% | — |
| TD Asset Management Inc | 15.0M | 1.6% | −1% |
Top institutional owners for BMO as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
No Form 4 filings on record for BMO in the last 180 days.