Exploring Bank of Montreal (BMO) Investor Profile: Who’s Buying and Why?

Exploring Bank of Montreal (BMO) Investor Profile: Who’s Buying and Why?

CA | Financial Services | Banks - Diversified | NYSE

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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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