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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

526 managers (539 13F filers) reported a position in BMO shares at 2024-12-31, 344,273,400 shares in all. 81 filers opened a position and 33 filers sold out during the quarter.

Managers
526
13F filers
539
New
81
Added
192
Reduced
136
Sold out
33
Shares held by filers
344,273,400

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Associated Banc-Corpin group Associated Banc-Corp12,480$1.21M0.04%-69013F-HRTimelineGroup
SIG North Trading, ULC12,368$1.2M0.27%-94,30213F-HRTimeline
Candriam S.C.A.12,007$1.17M0.01%+3,76913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,753$1.14M0.01%+20413F-HRTimelineGroup
First Bank & Trust11,598$1.13M0.22%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,531$1.12M<0.01%+2,61913F-HRTimelineGroup
UMB Bank, n.a.11,508$1.12M0.02%-5,12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Texas Yale Capital Corp.11,418$1.11M0.04%-42013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,327$1.1M<0.01%-2,21213F-HRTimelineGroup
MEAG MUNICH ERGO, Kapitalanlagegesellsc…11,080$1.07M0.03%new13F-HRTimeline
Raleigh Capital Management Inc.10,872$1.06M0.41%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,855$1.05M<0.01%-89613F-HRTimeline
SIGNATUREFD, LLC10,829$1.05M0.02%+1,93513F-HRTimeline
Ignite Planners, LLC10,780$1.04M0.23%+31713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,916$1.03M<0.01%-2313F-HRTimelineGroup
Vise Technologies, Inc.10,320$1M0.08%+1,71513F-HRTimeline
Berger Financial Group, Inc9,827$954K0.07%-14513F-HRTimeline
Advisors Asset Management, Inc.9,778$949K0.02%-1,51513F-HR/ATimeline
Smithfield Trust Co9,766$947K0.05%013F-HRTimeline
Capital World Investors9,749$946K<0.01%013F-HRTimeline
Verdence Capital Advisors LLC9,640$936K0.08%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC9,591$931K0.01%-1,15513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…9,500$922K<0.01%013F-HRTimelineGroup
Nebula Research & Development LLC9,391$911K0.11%-38313F-HRTimeline
FIRST AMERICAN BANK9,360$908K0.06%013F-HRTimeline
Independent Advisor Alliance8,970$871K0.01%+64913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,720$846K0.03%+5313F-HRTimeline
Ashton Thomas Private Wealth, LLC8,641$839K0.03%+91813F-HRTimeline
Orion Porfolio Solutions, LLC8,443$819K0.01%+3,67213F-HRTimeline
Orion Portfolio Solutions, LLC8,443$819K0.01%+3,67213F-HRTimeline
D.A. DAVIDSON & CO.8,442$819K0.01%-16013F-HRTimeline
LOUISBOURG INVESTMENTS INC.8,428$818K0.21%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,422$817K0.04%+10013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,325$808K<0.01%+5,32413F-HRTimeline
BLAIR WILLIAM & CO/IL8,105$787K<0.01%+1913F-HRTimeline
&PARTNERS8,141$782K0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC8,004$777K0.09%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,833$760K<0.01%+3,50213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…740,236$760K0.06%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,640$752K<0.01%+2,89713F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC7,555$736K0.07%+1513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,527$731K<0.01%+4,14713F-HR/ATimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,492$727K0.01%013F-HR/ATimelineGroup
VAUGHAN & Co SECURITIES, INC.7,390$717K0.43%-5713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC7,242$701K<0.01%+1,40013F-HRTimelineGroup
Entropy Technologies, LP7,030$682K0.07%-22,74413F-HRTimeline
HARBOUR INVESTMENTS, INC.6,945$674K0.02%+4813F-HRTimeline
MAIRS & POWER INC6,846$664K0.01%-1,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,746$655K<0.01%+1,59113F-HRTimeline
Compound Planning, Inc.6,709$651K0.03%+2,80113F-HRTimeline
TI-TRUST, INC6,692$649K0.44%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,645$645K0.01%+2,68413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding6,619$642K+449Timeline
SYON CAPITAL LLC6,478$629K0.06%+56713F-HRTimeline
Wealthspire Advisors, LLC6,355$617K0.01%+12513F-HRTimeline
Harbour Trust & Investment Management Co6,340$615K0.07%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,300$611K<0.01%new13F-HRTimeline
Pacer Advisors, Inc.6,267$608K<0.01%+1613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,211$603K0.01%+113F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC6,200$602K0.04%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC6,076$590K0.11%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC6,062$588K0.03%013F-HRTimeline
Busey Bank6,000$582K0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,888$571K0.05%+5413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC5,836$566K0.02%+97313F-HRTimeline
Pacifica Partners Inc.5,660$548K0.24%-32013F-HRTimeline
Ipswich Investment Management Co., Inc.5,610$544K0.13%-2,42913F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,548$538K0.04%-9,12713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC5,514$535K<0.01%-2,08813F-HRTimelineGroup
HighPoint Advisor Group LLC5,376$535K0.03%+27813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,454$529K<0.01%+1,89213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding5,279$512K-206,331Timeline
SVB WEALTH LLC5,176$502K0.01%new13F-HRTimeline
Passumpsic Savings Bank5,155$500K0.31%+1313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,114$496K0.01%-40513F-HRTimelineGroup
DANSKE BANK A/S5,090$494K<0.01%new13F-HRTimeline
World Investment Advisors4,963$482K0.01%+1,20613F-HRTimeline
Intrua Financial, LLC4,951$481K0.08%+31113F-HRTimeline
Crescent Grove Advisors, LLC4,949$480K0.05%-1,50613F-HRTimeline
FINANCIAL COUNSELORS INC4,885$474K0.01%-3013F-HRTimeline
Tradition Wealth Management, LLC4,864$472K0.04%-8513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,770$463K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,761$462K<0.01%-1,16213F-HR/ATimelineGroup
Sand Hill Global Advisors, LLC4,702$456K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…4,618$448K<0.01%+1,70313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,597$446K0.01%-6513F-HRTimelineGroup
KLCM Advisors, Inc.4,538$440K0.05%+38713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,516$438K<0.01%new13F-HRTimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC4,508$438K0.33%013F-HRTimeline
Ellenbecker Investment Group4,505$437K0.08%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,480$435K0.01%new13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,476$434K0.09%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,476$434K<0.01%new13F-HRTimelineGroup
CERTUITY, LLC4,467$433K0.05%+53813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,443$431K0.17%+513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC4,406$428K0.01%new13F-HRTimelineGroup
Biltmore Family Office, LLC4,360$423K0.07%013F-HRTimeline
AVALON CAPITAL MANAGEMENT4,350$422K0.14%013F-HRTimeline
Boltwood Capital Management4,300$417K0.13%+17513F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…4,275$415K0.25%13F-HRTimelineGroup
State of Wyoming4,225$410K0.05%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC4,161$404K0.38%-2,89713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,059$394K<0.01%+6313F-HRTimelineGroup
Jain Global LLC4,058$394K0.01%13F-HRTimeline
Merit Financial Group, LLC4,020$390K0.01%+88413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,002$388K+188Timeline
WATERSHED PRIVATE WEALTH LLC4,000$388K0.15%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,045$380K<0.01%+37813F-HRTimelineGroup
Beverly Hills Private Wealth, LLC3,912$380K0.08%+1,63613F-HRTimeline
Onex Canada Asset Management Inc.3,910$379K0.05%-67113F-HRTimeline
NWAM LLC3,876$376K0.02%-57713F-HRTimeline
Nexus Investment Management ULC3,854$373K0.04%-12,39013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,840$373K<0.01%+1,85613F-HRTimelineGroup
Quilter Plcin group Quilter Plc3,770$366K0.01%013F-HRTimelineGroup
AE Wealth Management LLC3,755$364K<0.01%new13F-HRTimeline
PDS Planning, Inc3,747$364K0.03%+30513F-HRTimeline
Oslo Pensjonsforsikring AS3,700$359K0.05%+70013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.3,675$357K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,601$349K<0.01%+33713F-HR/ATimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,558$345K0.05%013F-HRTimeline
Bleakley Financial Group, LLC3,553$345K0.01%new13F-HRTimeline
MAI Capital Management3,542$344K<0.01%new13F-HRTimeline
PUZO MICHAEL J3,500$340K0.09%013F-HRTimeline
Keudell/Morrison Wealth Management3,461$336K0.09%new13F-HRTimeline
Integrated Wealth Concepts LLC3,399$330K<0.01%-17913F-HRTimeline
Five Oceans Advisors3,366$327K0.15%new13F-HRTimeline
Procyon Advisors, LLC3,351$325K0.02%new13F-HRTimeline
Vantage Financial Partners, LLC3,321$322K0.08%+513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,296$320K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC3,271$317K0.01%-11613F-HR/ATimeline
Ballentine Partners, LLC3,242$315K0.01%+31913F-HRTimeline
FineMark National Bank & Trust3,240$314K0.01%-5,68113F-HRTimeline
CWM, LLCin group CWM, LLC3,219$312K<0.01%+1,90113F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding3,200$310KnewTimeline
Caprock Group, LLC3,185$309K0.01%+13913F-HRTimeline
Baskin Financial Services Inc.3,172$308K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp3,108$302K0.28%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,094$300K0.04%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,079$299K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,069$298K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC3,040$295K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,037$295K<0.01%-1,70213F-HRTimelineGroup
Prospera Financial Services Inc3,035$295K0.01%-11813F-HRTimeline
DIVERSIFIED TRUST CO3,025$294K0.01%+613F-HRTimeline
Lantz Financial LLC3,020$293K0.08%new13F-HRTimeline
Cherokee Insurance Co3,005$292K0.13%13F-HRTimeline
WEDBUSH SECURITIES INC2,991$290K0.01%-9513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,988$290K0.04%+27413F-HRTimelineGroup
HB Wealth Management, LLC2,936$285K<0.01%new13F-HRTimeline
Enterprise Bank & Trust Co2,920$283K0.09%013F-HRTimeline
DAVIS-REA LTD.2,925$283K0.14%013F-HRTimeline
Valeo Financial Advisors, LLC2,865$278K0.01%+12513F-HRTimeline
Magnus Financial Group LLC2,857$277K0.03%013F-HRTimeline
Park Place Capital Corp2,824$274K0.08%new13F-HRTimeline
Parallel Advisors, LLC2,802$272K0.01%+20813F-HRTimeline
COZAD ASSET MANAGEMENT INC2,797$271K0.03%-10713F-HRTimeline
Argent Trust Co2,792$271K0.01%new13F-HRTimeline
SMITH, MOORE & CO.2,758$268K0.02%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,758$268K0.04%-23013F-HRTimeline
Lindbrook Capital, LLC2,745$266K0.02%+15513F-HRTimeline
FIRST MERCHANTS CORP2,716$264K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,715$263K<0.01%-2313F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,701$260K0.13%13F-HRTimeline
Arkos Global Advisors2,672$259K0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,651$257K0.01%+3813F-HRTimelineGroup
Fielder Capital Group LLC2,643$257K0.08%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,603$253K0.02%new13F-HRTimelineGroup
DOLIVER ADVISORS, LP2,597$252K0.07%-4413F-HRTimeline
NorthCoast Asset Management LLC2,578$250K<0.01%new13F-HR/ATimeline
OLD NATIONAL BANCORP /IN/2,558$248K0.01%013F-HRTimeline
CVA Family Office, LLC2,525$245K0.04%013F-HRTimeline
Checchi Capital Advisers, LLC2,516$244K0.02%new13F-HRTimeline
Performance Wealth Partners, LLC2,500$243K0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.2,444$237K0.01%+2813F-HRTimeline
North Star Investment Management Corp.2,389$232K0.02%-213F-HRTimeline
Mesirow Financial Investment Management…2,363$229K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,342$227K<0.01%new13F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,336$227K<0.01%013F-HRTimelineGroup
PATTEN & PATTEN INC/TN2,328$226K0.01%013F-HRTimeline
PARK NATIONAL CORP /OH/2,325$226K0.01%-6013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,310$224K<0.01%new13F-HRTimeline
WRAPMANAGER INC2,310$224K0.06%new13F-HRTimeline
Trifecta Capital Advisors, LLC2,300$223K0.04%-37513F-HRTimeline
Townsend & Associates, Inc2,225$223K0.02%013F-HRTimeline
Operose Advisors LLC2,293$223K0.08%-1,19313F-HRTimeline
West Family Investments, Inc.2,277$221K0.08%-9713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,269$220K0.02%new13F-HRTimeline
Curi Capital, LLC2,264$220K0.01%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,236$217K0.03%-20613F-HRTimeline
Annex Advisory Services, LLC2,232$217K0.01%-57813F-HRTimeline
INTRUST BANK NA2,229$216K0.02%new13F-HRTimeline
Bogart Wealth, LLC2,202$214K0.01%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,200$214K0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.2,185$212K0.07%-9213F-HRTimeline
Schechter Investment Advisors, LLC2,182$212K0.02%new13F-HRTimeline
CHOREO, LLC2,128$206K<0.01%new13F-HRTimeline
Triasima Portfolio Management inc.2,115$205K0.04%new13F-HRTimeline
FDx Advisors, Inc.2,099$204K0.06%new13F-HRTimeline
Firestone Capital Management2,100$204K0.05%new13F-HRTimeline
First Affirmative Financial Network2,096$203K0.12%-39013F-HRTimeline