BMO (Bank of Montreal) Institutional Ownership: 46.73% (As of Aug. 03, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BMO Bank of Montreal BMO
69 GF Score
Price $179.45
GF Value $117.72
Valuation Significantly Overvalued
! 8 Warning Signs
View Full Analysis

What is Bank of Montreal Institutional Ownership?

Bank of Montreal BMO +0.46% 69 Institutional Ownership is 46.73% as of Aug. 03, 2026. GuruFocus rates BMO with a GF Score™ of 69/100 and a GF Value™ of $117.72 (Significantly Overvalued). The stock has 8 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Bank of Montreal's institutional ownership is 46.73%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Bank of Montreal's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Bank of Montreal's Float Percentage Of Total Shares Outstanding is 0.00%.


Bank of Montreal Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Bank of Montreal's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Bank of Montreal Institutional Ownership Chart

Bank of Montreal Historical Data

The historical data trend for Bank of Montreal can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 29.26 29.26 29.53 29.62 30.26 30.49 30.19 30.28 30.72 30.77
BMO
69GF Score
Bank of Montreal BMO
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Bank of Montreal Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 46.73% mean?
Bank of Montreal (BMO) has a Institutional Ownership of 46.73% as of Aug. 03, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Bank of Montreal and its competitors.
Is Bank of Montreal's Institutional Ownership too high?
Bank of Montreal's current Institutional Ownership is 46.73%. Overall, Bank of Montreal has a GF Score™ of 69/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Bank of Montreal's Institutional Ownership compare to JPM and BAC?
Bank of Montreal's Institutional Ownership of 46.73% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Banks company?
A good Institutional Ownership depends on the Banks industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Bank of Montreal and its competitors. Bank of Montreal's current Institutional Ownership is 46.73%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bank of Montreal stock overvalued right now?
Based on GuruFocus' analysis, Bank of Montreal (BMO) is currently considered Significantly Overvalued. The stock's GF Value™ is $117.72, compared to a current price of $179.45 — trading 52.4% above its estimated fair value. The current Institutional Ownership is 46.73%. Bank of Montreal's overall GF Score™ is 69/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Bank of Montreal (BMO), the current Institutional Ownership is 46.73% as of Aug. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Bank of Montreal (BMO) Overvalued in 2026?

Based on GuruFocus' analysis, Bank of Montreal stock appears to be overvalued. The current stock price of $179.45 is trading 52.4% above its estimated GF Value™ of $117.72. GuruFocus considers Bank of Montreal to be Significantly Overvalued.

Key valuation signals for BMO:

  • Institutional Ownership: 46.73%
  • GF Value™: $117.72 vs. price of $179.45 (52.4% above fair value)
  • GF Score™: 69/100 with 8 warning signs

No single metric tells the full story. See the BMO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Bank of Montreal Business Description

Address 129 rue Saint Jacques, Montreal, QC, CAN, H2Y 1L6
Bank of Montreal is a diversified financial services provider based in North America with over CAD 1.47 trillion in assets by the end of fiscal 2025. BMO operates four business segments: Canadian personal and commercial banking, US personal and commercial banking, wealth management, and capital markets. About 60% of BMO's earnings are generated in Canada and 40% in the US.
69GF Score

Get the complete analysis for BMO

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$179.45
Price
$117.72
GF Value