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BANK MONTREAL MEDIUM (BMO)

Institutional ownership, SEC filings and insider activity

Sector: Financials · SEC CIK 0000927971 · EDGAR filings · Updated 2026-07-28

BANK MONTREAL MEDIUM (BMO) has reported institutional ownership of 46.2%, with 632 institutional managers holding positions valued at $44.4B per the latest 13F reporting period.

Institutional ownership
46.2%
Institutional managers
632
Reported 13F value
$44.4B

Filings this week (40)

Every filing links to the official SEC document. Real-time filing alerts for this company are available inside the app.

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, BANK MONTREAL MEDIUM has 632 institutional holders and institutional ownership of 46.2%.

#InstitutionReported value% of tracked total
1ROYAL BANK OF CANADA$7.12B16.0%
2BANK OF MONTREAL /CAN/$3.79B8.5%
3VANGUARD CAPITAL MANAGEMENT LLC$2.75B6.2%
4TD Asset Management Inc$2.58B5.8%
5CIBC WORLD MARKET INC.$1.79B4.0%
6FIL Ltd$1.56B3.5%
7NATIONAL BANK OF CANADA /FI/$1.45B3.3%
81832 Asset Management L.P.$1.30B2.9%
9MACKENZIE FINANCIAL CORP$1.16B2.6%
10GEODE CAPITAL MANAGEMENT, LLC$1.02B2.3%

Full holder history and quarter-over-quarter changes are available inside the app.

Debt maturity schedule

Principal coming due by year for BANK MONTREAL MEDIUM, from the company's own SEC prospectus filings (424B) tracked by Sightfile.

YearBond series maturingKnown principal due
20268
202710
202814
20297
20304
20314
20329
20341
20351
20373
20842
20851

Coupons, seniority and prospectus links for each series are available inside the app.

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See full history, cross-references and alerts on Sightfile
Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-28.