§ BANKING
USD · BankingBMO
BANK OF MONTREAL
USDSector · BankingBeta · 0.09
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 165.68HIGH 166.16LOW 164.0952W 121.31 — 204.57
EVENTSSEP 30 · EARNINGS +4.4%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
313 increased/new, 223 decreased/exited (13F)
AC 13F Analysis
ANALYST
7 buy, 10 hold, 2 sell
Finnhub
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 14.8 | P/B | 1.41 |
| EPS (TTM) | 12.63 | Dividend | 3.65% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ROYAL BANK OF CANADA | 52.6M | 1.2% | +5% |
| BANK OF MONTREAL /CAN/ | 28.0M | 1.4% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 20.3M | n/a | n/a |
| TD Asset Management Inc | 19.1M | 2.1% | −1% |
| CIBC WORLD MARKET INC. | 13.2M | 2.9% | +5% |
| FIL Ltd | 11.5M | 1.2% | +22% |
◇ AC INTELLIGENCE
Top institutional owners for BMO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). 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
OTHER48.7% · 0 holders
DEALER / BANK21.0% · 58 holders
OTHER17.7% · 517 holders
QUALITY / COMPOUNDER8.3% · 25 holders
PASSIVE / INDEX2.4% · 8 holders
INCOME / DEFENSIVE1.4% · 21 holders
ACTIVIST0.4% · 1 holder
TACTICAL / MACRO0.1% · 3 holders
SYSTEMATIC / QUANT0.1% · 9 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
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 INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BMO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BMO yet.