Guru Ownership Trend
Guru Analysis for Bank of Montreal (BMO)
Bank of Montreal (BMO), a key player in the Financials sector, continues to attract institutional attention.
As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $147.1 M.
Top institutional holders include Jefferies Group and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $78.12 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 33.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Bank of Montreal (BMO)
Major holders include Jefferies Group ($62.23 M), Cliff Asness ($35.84 M), Renaissance Technologies (RenTech) ($21.41 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.08 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $78.12 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited BMO. The total reported sell value was $15.09 M.
Yes, 1 managers opened new positions in BMO, and 2 increased their existing holdings. The total reported buy value was $93.21 M.
