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BMO Bank of Montreal

Bank of Montreal provides banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C); United States Personal and Commercial Banking (U.S. P&C); Wealth Management; BMO Capital Markets; and Corporate Services. The Canadian P&C segment refers to retail banking and financial operations in Canada. The U.S. P&C segment offers retail banking and financial solutions in United States. The Wealth Management segment serves a full range of client segments from mainstream to high net worth and institutional, with a broad offering of wealth management products and services, including insurance products. The BMO Capital Markets segment offers investment and corporate banking and trading products lines of business primarily in North America. The Corporate Services segments comprises of technology and operations involve in the strategic planning, risk management, finance, legal and regulatory compliance, marketing, communications, and human resources. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Toronto, Canada.

Company profile

Ticker
BMO, BMLP, FNGD, FNGU, GDXD, GDXU, MJJ, MJO, BNKD, BNKU, NRGD, NRGO, NRGU, NRGZ, YGRN
Exchange
Website
CEO
William Downe
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
SEC advisor number
801-64847
AUM ?
$11.8B (as of 30 Mar 16)
Accounts
119,705 (as of 30 Mar 16)
Address
Bank of Montreal
1 FIRST CANADIAN PLACE
TORONTO
A6 M5X 1A1
Phone
4168677191

BMO stock data

(
)

Investment data

Data from SEC filings
Top 50 of 4452 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$5.38B 63.69M
$4.3B 33.31M
$3.99B 68.62M
$3.63B 16.7M
$2.78B 52.12M
$2.74B 878.37K
$2.3B 69.07M
$1.93B 50.1M
$1.88B 16.46M
$1.72B 22M
$1.62B 18.38M
$1.59B 902.34K
$1.54B 877.9K
$1.39B 74.28M
$1.32B 1.63M
$1.28B 29.76M
$1.23B 1.04M
$1.22B 3.49M
$1.21B 28.73M
$1.21B 4.71M
$1.14B 22.5M
$1.13B 3.1M
$1.12B 5.26M
$1.08B 7.83M
$1.04B 9.98M
$998.63M 2.64M
$997.01M 6.26M
$972.32M 20.39M
$957.55M 4.03M
$813.11M 6.43M
$799.93M 20.05M
$797.55M 1.46M
$749.84M 4.19M
$743.91M 5.05M
$733.82M 22.19M
$717.49M 5.2M
$713.26M 26.95M
$699.51M 9.2M
$689.25M 10.37M
$688.21M 1.91M
$670.65M 2.47M
$668.03M 36.46M
$664.8M 39.45M
$663.88M 3.88M
$654.33M 13.87M
$629.11M 1.26M
$590.64M 28.36M
$587.27M 4.96M
$577.44M 6.79M
$558.17M 2.39M
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Dec 20
18 Apr 21
31 Oct 21
Annual (USD)
Oct 20 Oct 19 Oct 18 Oct 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

42.0% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 387 348 +11.2%
Opened positions 70 40 +75.0%
Closed positions 31 56 -44.6%
Increased positions 94 105 -10.5%
Reduced positions 136 121 +12.4%
13F shares
Current Prev Q Change
Total value 21.42B 15.37B +39.4%
Total shares 271.98M 254.83M +6.7%
Total puts 3.57M 3.21M +11.2%
Total calls 4.8M 4.42M +8.4%
Total put/call ratio 0.7 0.7 +2.6%
Largest owners
Shares Value Change
RY Royal Bank Of Canada 57.88M $4.4B +16.8%
BMO Bank of Montreal 22M $1.72B +0.4%
Vanguard 19.24M $1.46B -0.1%
TD Asset Management 15.21M $1.16B -0.0%
CIBC World Markets 13.86M $1.05B +8.1%
BNS Bank Of Nova Scotia 13.51M $1.03B +0.8%
TD Toronto Dominion Bank 12.49M $947.06M -1.0%
Caisse De Depot Et Placement Du Quebec 7.36M $559.18M NEW
Norges Bank 7.35M $558.91M NEW
GWL Great West Life Assurance 6.16M $469.36M +1.9%
Largest transactions
Shares Bought/sold Change
RY Royal Bank Of Canada 57.88M +8.35M +16.8%
Caisse De Depot Et Placement Du Quebec 7.36M +7.36M NEW
Norges Bank 7.35M +7.35M NEW
Capital Research Global Investors 0 -3.47M EXIT
Healthcare Of Ontario Pension Plan Trust Fund 4.56M -3.42M -42.9%
Connor, Clark & Lunn Investment Management 4.38M +1.39M +46.5%
GS Goldman Sachs 983.5K -1.3M -57.0%
SEIC SEI Investments 0 -1.25M EXIT
CIBC World Markets 13.86M +1.03M +8.1%
GCG Guardian Capital 2.43M +979.41K +67.3%
Content analysis
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Positive
Negative
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Legalese
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Readability
H.S. freshman Avg
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