BMO Smart Money
Bank of Montreal
1W: +2.8%
1M: +0.6%
3M: -1.1%
YTD: +33.3%
1Y: +40.5%
3Y: +152.7%
5Y: +97.5%
$172.13
+1.65 (+0.97%)
Weekly Expected Move ±2.5%
$161
$165
$169
$173
$178
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $1.81B held by 574 funds, 44 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
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Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
🏦 Institutional Activity
Latest: Q2 2026734
Institutions Holding
+38 vs prior
50.0%
Ownership
+13.13%
94
New
211
Increased
279
Reduced
65
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
16 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-06-24 | Ro Khanna | House | Buy | $15,001 - $50,000 | Filing |
| 2026-03-16 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-11-13 | Jefferson Shreve | House | Buy | $10,000,001 - $25,000,000 | Filing |
| 2025-07-31 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-07-17 | Ro Khanna | House | Buy | $15,001 - $50,000 | Filing |
| 2023-06-28 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2023-05-26 | Zoe Lofgren | House | Sell | $1,001 - $15,000 | Filing |
| 2023-04-20 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2023-03-06 | Tommy Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2023-03-06 | Thomas Hawley Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2023-03-06 | Tommy Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2022-03-30 | Tommy Tuberville | Senate | Buy | $1,001 - $15,000 | Filing |
| 2022-03-30 | Tommy Tuberville | Senate | Buy | $1,001 - $15,000 | Filing |
| 2022-03-30 | Thomas Hawley Tuberville | Senate | Buy | $1,001 - $15,000 | Filing |
| 2019-07-22 | Bryan George Steil | House | Sell | $1,001 - $15,000 | Filing |
| 2019-07-12 | Bryan George Steil | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 52,167,653 | $9.2B | -430,389 | 2026-06-30 | Filing |
| BANK OF MONTREAL /CAN | 28,128,121 | $5.0B | +130,783 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,475,602 | $3.6B | +194,762 | 2026-06-30 | Filing |
| TD Asset Management Inc | 15,233,725 | $2.7B | -3,852,876 | 2026-06-30 | Filing |
| CIBC WORLD MARKET INC. | 12,410,915 | $2.2B | -774,883 | 2026-06-30 | Filing |
| FIL Ltd | 12,329,093 | $2.2B | +834,860 | 2026-06-30 | Filing |
| MACKENZIE FINANCIAL CORP | 8,547,687 | $2.1B | -34,501 | 2026-06-30 | Filing |
| NATIONAL BANK OF CANADA /FI | 10,405,423 | $1.8B | -354,875 | 2026-06-30 | Filing |
| FMR LLC | 9,527,449 | $1.7B | +2,234,256 | 2026-06-30 | Filing |
| 1832 Asset Management L.P. | 9,303,809 | $1.6B | -296,120 | 2026-06-30 | Filing |
| NORGES BANK | 8,796,707 | $1.6B | +8,796,707 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 7,973,622 | $1.5B | +661,553 | 2026-06-30 | Filing |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,256,202 | $1.3B | +1,017,326 | 2026-06-30 | Filing |
| CIBC Asset Management Inc | 6,747,985 | $1.2B | -32,333 | 2026-06-30 | Filing |
| TD Waterhouse Canada Inc. | 6,350,903 | $1.1B | +123,387 | 2026-06-30 | Filing |
| VANGUARD FIDUCIARY TRUST CO | 6,264,886 | $1.1B | +29,196 | 2026-06-30 | Filing |
| TORONTO DOMINION BANK | 5,632,710 | $995M | -564,683 | 2026-06-30 | Filing |
| Vanguard Global Advisers, LLC | 5,426,252 | $959M | +441,974 | 2026-06-30 | Filing |
| Caisse de depot et placement du Quebec | 5,419,567 | $958M | — | 2026-06-30 | Filing |
| BANK OF NOVA SCOTIA | 5,205,604 | $920M | +173,121 | 2026-06-30 | Filing |