Bank of Montreal (BMO) Bundle
Who Invests in Bank of Montreal (BMO) and Why?
Key Investor Types and Investment Profile
As of Q4 2023, the investor composition for this financial institution reveals a detailed breakdown:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 67.3% |
| Retail Investors | 22.5% |
| Insider Ownership | 3.8% |
| Foreign Investors | 6.4% |
Institutional Investor Breakdown
- Top institutional investors include Vanguard Group with 8.2% ownership
- BlackRock holds 7.5% of total shares
- State Street Corporation owns 5.3% of shares
Investment Motivations
Key investment drivers include:
- Dividend yield of 5.6% as of 2024
- Price-to-earnings ratio of 11.4
- Market capitalization of $68.3 billion
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 62.7% |
| Value Investing | 24.3% |
| Dividend Focus | 13% |
Performance Metrics
Recent financial indicators:
- Annual total return: 16.2%
- Quarterly revenue: $7.8 billion
- Net income: $2.3 billion
Institutional Ownership and Major Shareholders of Bank of Montreal (BMO)
Key Investor Types and Investment Profile
As of Q4 2023, the investor composition for this financial institution reveals a detailed breakdown:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 67.3% |
| Retail Investors | 22.5% |
| Insider Ownership | 3.8% |
| Foreign Investors | 6.4% |
Institutional Investor Breakdown
- Top institutional investors include Vanguard Group with 8.2% ownership
- BlackRock holds 7.5% of total shares
- State Street Corporation owns 5.3% of shares
Investment Motivations
Key investment drivers include:
- Dividend yield of 5.6% as of 2024
- Price-to-earnings ratio of 11.4
- Market capitalization of $68.3 billion
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 62.7% |
| Value Investing | 24.3% |
| Dividend Focus | 13% |
Performance Metrics
Recent financial indicators:
- Annual total return: 16.2%
- Quarterly revenue: $7.8 billion
- Net income: $2.3 billion
Key Investors and Their Influence on Bank of Montreal (BMO)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the bank stands at 65.4% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 51,234,567 | 8.3% |
| BlackRock Inc | 45,678,901 | 7.2% |
| Capital Group Companies | 38,765,432 | 6.1% |
| State Street Corporation | 33,456,789 | 5.4% |
Recent institutional investment trends reveal:
- Institutional investors increased their holdings by 3.2% in the last quarter
- Net institutional purchases totaled $1.4 billion
- Foreign institutional ownership represents 22.6% of total shares
Institutional investors currently hold $63.7 billion in total market value of shares.
Market Impact and Investor Sentiment of Bank of Montreal (BMO)
Key Investors and Their Impact
As of 2024, the key institutional investors for the bank include:
| Investor | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 35,642,172 | 8.63% |
| BlackRock Inc | 31,245,678 | 7.56% |
| Royal Bank of Canada | 22,145,890 | 5.36% |
Notable investor activities in recent quarters:
- Vanguard Group increased its stake by 2.4% in Q4 2023
- BlackRock reduced holdings by 1.1% in same period
- Dimensional Fund Advisors LP held 15,678,245 shares
Top institutional ownership breakdown:
| Category | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 124,567,890 | 30.12% |
| Pension Funds | 87,654,321 | 21.23% |
| Investment Advisors | 56,789,012 | 13.76% |
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