Skip to content
Disclosery

BMO BANK OF MONTREAL

Follow

Stock (common), issuer CIK 927971

642 managers (659 13F filers) reported a position in BMO shares at 2026-06-30, 335,376,724 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers
642
13F filers
659
New
86
Added
212
Reduced
214
Sold out
63
Shares held by filers
335,376,724

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Corient Private Wealth LPgroup of 2 filers holding20,583$3.64M+2,214Timeline
Cerity Partners LLCin group Cerity Partners LLC20,532$3.63M<0.01%+45613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT19,427$3.43M0.05%+1,33213F-HR/ATimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…19,189$3.39M<0.01%+4,47313F-HRTimelineGroup
WORLDQUANT MILLENNIUM ADVISORS LLC18,941$3.34M0.01%+8,24613F-HRTimeline
NorthRock Partners, LLC18,316$3.24M0.05%013F-HRTimeline
Silver Lake Advisory, LLC17,444$3.08M1.1%-16213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,418$3.08M+441Timeline
NAPLES GLOBAL ADVISORS, LLC17,310$3.06M0.19%-5013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,209$3.04M<0.01%+1,16813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,749$2.78M<0.01%-7,85713F-HRTimelineGroup
Entropy Technologies, LP15,576$2.75M0.11%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15,464$2.73M<0.01%-54,80613F-HRTimelineGroup
Union Bancaire Privee, UBP SA15,101$2.64M0.03%+11413F-HRTimeline
Mediolanum International Funds Ltd14,595$2.57M0.02%+7,41813F-HRTimeline
First Bank & Trust14,338$2.53M0.37%-2,95713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,067$2.49M<0.01%-36,57413F-HRTimelineGroup
Orion Porfolio Solutions, LLC13,824$2.44M0.02%-89613F-HRTimeline
HARBOUR INVESTMENTS, INC.13,329$2.36M0.03%+23013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,066$2.31M0.01%+13813F-HRTimelineGroup
Curbstone Financial Management Corp12,984$2.29M0.39%-65013F-HRTimeline
SIGNATUREFD, LLC12,930$2.28M0.03%+1,57713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,921$2.28M0.06%+8,79613F-HRTimelineGroup
HB Wealth Management, LLC12,873$2.27M0.01%+3,38913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,830$2.27M0.01%+1,07513F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW12,663$2.24M0.29%+13413F-HRTimelineGroup
Texas Yale Capital Corp.12,213$2.16M0.05%013F-HRTimeline
Crossmark Global Holdings, Inc.11,824$2.09M0.03%-2,06613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,465$2.03M<0.01%013F-HR/ATimelineGroup
Turn8 Private Wealth Inc.11,300$1.99M1.33%+8513F-HRTimeline
Probity Advisors, Inc.11,095$1.96M0.28%-35813F-HRTimeline
Redhawk Wealth Advisors, Inc.10,791$1.91M0.19%+33313F-HRTimeline
Cambridge Investment Research Advisors,…10,732$1.9M<0.01%+3513F-HR/ATimeline
Compound Planning, Inc.10,317$1.82M0.05%+65713F-HRTimeline
Advisors Asset Management, Inc.9,864$1.74M0.03%+1,23313F-HRTimeline
Smithfield Trust Co9,766$1.73M0.07%013F-HRTimeline
Berger Financial Group, Inc9,393$1.66M0.08%+4313F-HRTimeline
FIRST AMERICAN BANK9,297$1.64M0.09%-6313F-HRTimeline
Independent Advisor Alliance9,265$1.64M0.04%-40513F-HRTimeline
Ausdal Financial Partners, Inc.8,842$1.56M0.06%+53613F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV8,770$1.55M0.2%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,715$1.54M0.04%-2313F-HRTimelineGroup
Janney Montgomery Scott LLC8,644$1.53M<0.01%-8,21813F-HRTimeline
IEQ CAPITAL, LLC8,624$1.52M0.01%+60713F-HRTimeline
Abacus Wealth Partners, LLC8,621$1.52M0.16%-58113F-HRTimeline
Tacita Capital Inc8,605$1.52M0.82%-3213F-HRTimeline
Metis Global Partners, LLC8,568$1.51M0.03%-10,72913F-HRTimeline
LOUISBOURG INVESTMENTS INC.8,422$1.49M0.27%+2213F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…10,675$1.45M0.09%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,117$1.43M<0.01%-11,78313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,099$1.43M0.06%013F-HRTimeline
SYON CAPITAL LLC8,098$1.43M0.06%+22613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC7,810$1.38M0.03%+213F-HRTimelineGroup
State of Wyoming7,660$1.35M0.14%-98013F-HRTimeline
Schonfeld Strategic Advisors LLC7,549$1.33M0.01%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,492$1.32M0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.7,448$1.32M0.01%-1,88313F-HRTimeline
BLAIR WILLIAM & CO/IL7,414$1.31M<0.01%-2,28313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,333$1.3M<0.01%+45213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,238$1.28M<0.01%+45313F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,061$1.25M0.01%+25113F-HRTimelineGroup
MAIRS & POWER INC6,746$1.19M0.01%013F-HRTimeline
Frank, Rimerman Advisors LLC6,702$1.18M0.07%+2213F-HRTimeline
TI-TRUST, INC6,692$1.18M0.64%013F-HRTimeline
Merit Financial Group, LLC6,648$1.17M0.01%+20113F-HR/ATimeline
Dickmeyer Boyce Financial Management, I…6,625$1.17M0.61%-20513F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP6,534$1.15M0.4%013F-HRTimeline
Sequoia Financial Advisors, LLC6,436$1.14M0.01%+5213F-HRTimeline
Steward Partners Investment Advisory, L…6,301$1.11M0.01%+1,16713F-HRTimeline
Parrish Capital LLC6,121$1.08M1.04%-81613F-HRTimeline
Caprock Group, LLC6,088$1.08M0.02%-6113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,962$1.05M<0.01%-1,61313F-HRTimeline
Dorsey & Whitney Trust CO LLC5,907$1.04M0.05%-44513F-HRTimeline
Harbour Trust & Investment Management Co5,855$1.03M0.1%-8013F-HRTimeline
MAI Capital Management5,715$1.01M<0.01%+1,15513F-HRTimeline
Farther Finance Advisors, LLC5,712$1.01M0.01%+70113F-HRTimeline
Busey Bank5,600$990K0.02%-24913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,469$966K0.02%-11513F-HRTimelineGroup
Sand Hill Global Advisors, LLC5,411$956K0.03%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,366$945K0.03%-3513F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,265$930K0.01%new13F-HRTimelineGroup
Quilter Plcin group Quilter Plc3,710$930K0.01%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,188$915K<0.01%+13713F-HRTimelineGroup
OBSIDIAN CIO, LLC5,163$912K0.68%-1,97913F-HRTimeline
Qtron Investments LLC5,062$894K0.12%+70813F-HRTimeline
Tradition Wealth Management, LLC5,031$889K0.05%-45513F-HRTimeline
VAUGHAN & Co SECURITIES, INC.4,990$882K0.41%-25813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,987$881K0.01%+2,65113F-HRTimelineGroup
Baskin Financial Services Inc.4,967$877K0.07%013F-HRTimeline
Legacy Wealth Asset Management, LLC4,958$876K0.19%-4413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,868$860K0.01%-3,74113F-HRTimelineGroup
Curi Capital, LLC4,841$855K0.01%+11513F-HRTimeline
Ignite Planners, LLC4,838$855K0.12%-10313F-HRTimeline
Ipswich Investment Management Co., Inc.4,810$850K0.18%013F-HRTimeline
&PARTNERS4,790$846K<0.01%-6,08713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,770$843K<0.01%013F-HRTimelineGroup
VestGen Advisors, LLC4,762$841K0.02%+13213F-HRTimeline
Sivia Capital Partners, LLC4,672$826K0.1%013F-HRTimeline
LANDAAS & CO /WI /ADV4,639$820K0.15%+2,72113F-HRTimeline
Midwest Trust Co4,607$814K0.01%-2513F-HRTimeline
Ellenbecker Investment Group4,548$804K0.09%+4313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,453$787K0.45%013F-HRTimeline
Boltwood Capital Management4,400$777K0.18%+2513F-HRTimeline
Fullerton Fund Management Co Ltd.4,400$777K0.05%new13F-HRTimeline
Biltmore Family Office, LLC4,360$770K0.1%013F-HRTimeline
PDS Planning, Inc4,284$757K0.04%+3313F-HRTimeline
Versant Capital Management, Inc4,241$749K0.07%+7813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,238$749K0.01%013F-HRTimeline
IFG Advisory, LLC4,217$745K0.03%+3,76713F-HRTimeline
Pacifica Partners Inc.4,275$743K0.22%-73013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,190$740K0.01%-14713F-HRTimeline
BRIGHTON JONES LLC4,167$736K0.01%+56713F-HRTimeline
Avant Financial Advisors LLC4,160$735K0.46%013F-HRTimeline
PCM Encore, LLC4,136$731K0.13%+9613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,092$723K-23Timeline
WATERSHED PRIVATE WEALTH LLC4,000$707K0.2%013F-HRTimeline
CERTUITY, LLC3,936$695K0.03%-21613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,890$687K0.01%-26613F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC3,875$685K0.13%-14513F-HRTimeline
Crescent Grove Advisors, LLC3,839$678K0.06%013F-HRTimeline
Annex Advisory Services, LLC3,836$678K0.01%-8913F-HRTimeline
Parallel Advisors, LLC3,814$674K0.01%+90213F-HRTimeline
KLCM Advisors, Inc.3,779$668K0.05%013F-HRTimeline
Legacy Financial Advisors, Inc.3,772$667K0.08%-21213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,741$661K<0.01%+19813F-HRTimelineGroup
Drake & Associates, LLC3,716$657K0.11%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,698$653K<0.01%+24213F-HRTimelineGroup
NWAM LLC3,670$648K0.03%+213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,590$634K0.07%+3213F-HRTimeline
PUZO MICHAEL J3,500$618K0.16%013F-HRTimeline
GeoWealth Management, LLC3,448$609K0.02%+84513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,447$609K<0.01%013F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT3,425$605K0.14%013F-HRTimeline
Integrated Wealth Concepts LLC3,408$602K<0.01%-50513F-HR/ATimeline
OLD NATIONAL BANCORP /IN/3,380$597K0.01%+1,42713F-HRTimeline
World Investment Advisors4,408$597K0.01%-17513F-HRTimeline
GROUP ONE TRADING LLC3,371$596K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,325$588K<0.01%+32613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,310$585K<0.01%-8,45913F-HRTimelineGroup
ROCKLAND TRUST CO3,243$573K0.02%013F-HRTimeline
Kathmere Capital Management, LLC3,201$566K0.03%+84713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,172$560K0.01%+94013F-HRTimelineGroup
Prospera Financial Services Inc3,168$560K0.01%-27013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,145$556K0.02%-1,14113F-HRTimelineGroup
Checchi Capital Advisers, LLC3,097$547K0.03%-4413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,070$543K0.06%013F-HRTimeline
Chicago Partners Investment Group LLC3,043$537K0.01%new13F-HRTimeline
Magnus Financial Group LLC3,035$536K0.04%+74013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,035$536K0.03%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC3,033$536K0.01%-2813F-HRTimeline
Code Waechter LLC3,025$535K0.28%-55713F-HRTimeline
DRW Securities, LLC2,082$522K0.03%013F-HRTimeline
Fulton Bank, N.A.2,952$522K0.02%-4,34713F-HRTimeline
Five Oceans Advisors2,938$519K0.17%013F-HRTimeline
Modern Wealth Management, LLC2,911$514K0.01%+48113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,890$511K0.02%+11713F-HRTimelineGroup
Pure Financial Advisors, LLC2,870$507K0.01%+34713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,842$502K0.01%+1,06313F-HRTimelineGroup
KINTRA WEALTH, LLC2,678$493K0.03%+1813F-HRTimeline
First Business Financial Services, Inc.2,785$492K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO2,784$492K0.01%-37713F-HRTimeline
Murphy & Mullick Capital Management Corp2,732$483K0.3%013F-HRTimeline
FIRST MERCHANTS CORP2,716$480K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.2,708$479K0.03%-26713F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,675$473K0.09%new13F-HR/ATimeline
ALONGSIDE, LLC2,675$473K0.09%13F-HRTimeline
Bogart Wealth, LLC2,673$472K0.02%+29013F-HRTimeline
ISTHMUS PARTNERS, LLC2,671$472K0.05%-22013F-HRTimeline
Fielder Capital Group LLC2,640$467K0.1%013F-HRTimeline
SMITH, MOORE & CO.2,636$466K0.03%013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.2,635$466K0.26%-55813F-HRTimeline
WELLINGTON-ALTUS USA INC.3,056$461K0.33%013F-HRTimeline
GAM Holding AGin group GAM Holding AG2,600$459K0.04%new13F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.2,584$457K<0.01%+41213F-HR/ATimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd2,564$453K<0.01%13F-HRTimelineGroup
Arkos Global Advisors2,557$452K0.05%013F-HRTimeline
CVA Family Office, LLC2,512$444K0.04%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,488$440K0.03%+3513F-HRTimeline
Allworth Financial LP2,469$436K<0.01%-2513F-HRTimeline
Private Advisor Group, LLC2,459$435K<0.01%-18,48513F-HRTimeline
Larry Mathis Financial Planning, LLC2,449$433K0.33%new13F-HR/ATimeline
North Star Investment Management Corp.2,425$429K0.02%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,412$426K0.11%013F-HRTimeline
Mesirow Financial Investment Management…2,411$426K0.01%+113F-HRTimeline
Dixon Mitchell Investment Counsel Inc.2,409$426K0.01%-1,20313F-HRTimeline
Savvy Advisors, Inc.2,402$425K0.01%+34713F-HRTimeline
OSSIAM2,401$424K0.01%-3,15713F-HRTimeline
SBI Securities Co., Ltd.2,400$424K0.01%-9313F-HRTimeline
Bridgewater Advisors Inc.2,359$424K0.02%+8413F-HRTimeline
West Family Investments, Inc.2,388$422K0.12%+20513F-HRTimeline
Geneos Wealth Management Inc.2,365$418K0.01%-36013F-HRTimeline
Aprio Wealth Management, LLC2,352$416K0.02%+19813F-HRTimeline
PATTEN & PATTEN INC/TN2,328$411K0.02%013F-HRTimeline
PARK NATIONAL CORP /OH/2,325$411K0.01%013F-HRTimeline
Arax Advisory Partners2,291$405K<0.01%+1,85113F-HRTimeline
Townsend & Associates, Inc2,225$396K0.03%013F-HRTimeline
Valeo Financial Advisors, LLC2,223$393K0.01%+613F-HRTimeline
PINEBRIDGE INVESTMENTS LLC1,560$391K<0.01%-2,93813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,203$389K0.04%013F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC2,201$389K0.01%-22413F-HRTimeline