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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

546 managers (560 13F filers) reported a position in BMO shares at 2025-03-31, 345,268,985 shares in all. 69 filers opened a position and 46 filers sold out during the quarter.

Managers
546
13F filers
560
New
69
Added
186
Reduced
168
Sold out
46
Shares held by filers
345,268,985

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fulton Bank, N.A.14,442$1.38M0.06%-5513F-HRTimeline
State of Wyoming14,254$1.36M0.18%+10,02913F-HRTimeline
TCW GROUP INCin group TCW GROUP INC14,023$1.34M0.01%new13F-HRTimelineGroup
Curbstone Financial Management Corp13,834$1.32M0.28%013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd13,550$1.29M0.1%-35213F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW13,426$1.28M0.24%-8013F-HRTimelineGroup
UMB Bank, n.a.13,403$1.28M0.02%+1,89513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
&PARTNERS13,285$1.27M0.01%+5,14413F-HRTimeline
SHELL ASSET MANAGEMENT CO13,191$1.26M0.06%-50013F-HRTimeline
IFG Advisory, LLC12,858$1.23M0.07%013F-HRTimeline
Probity Advisors, Inc.12,689$1.21M0.23%+3913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,530$1.2M<0.01%-30213F-HRTimelineGroup
Texas Yale Capital Corp.12,488$1.19M0.05%+1,07013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp12,320$1.18M0.04%-16013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC12,197$1.16M<0.01%+1,28113F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT12,123$1.16M0.03%-2,34913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC12,000$1.14M<0.01%+4,75813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP11,531$1.1M<0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,512$1.1M<0.01%-24113F-HRTimelineGroup
Raleigh Capital Management Inc.11,379$1.09M0.49%+50713F-HRTimeline
Advisors Asset Management, Inc.11,148$1.06M0.02%+1,37013F-HR/ATimeline
Turn8 Private Wealth Inc.10,905$1.04M0.81%013F-HRTimeline
SIGNATUREFD, LLC10,741$1.03M0.02%-8813F-HRTimeline
Ignite Planners, LLC10,570$1.02M0.2%-21013F-HRTimeline
Cambridge Investment Research Advisors,…10,344$988K<0.01%-51113F-HRTimeline
Cubist Systematic Strategies, LLC10,206$978K0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,229$977K<0.01%-1,09813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding9,964$952K+2,437Timeline
Smithfield Trust Co9,766$934K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,625$931K<0.01%+2,98513F-HRTimelineGroup
Capital World Investors9,749$931K<0.01%013F-HRTimeline
Verdence Capital Advisors LLC9,684$925K0.07%+4413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,670$924K<0.01%+4,90913F-HR/ATimelineGroup
Berger Financial Group, Inc9,611$918K0.06%-21613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC9,591$916K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC9,371$895K0.01%+92813F-HRTimeline
Orion Portfolio Solutions, LLC9,371$895K0.01%+92813F-HR/ATimeline
FIRST AMERICAN BANK9,360$894K0.07%013F-HRTimeline
Independent Advisor Alliance9,002$860K0.03%+3213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,815$842K<0.01%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC8,727$834K0.03%+713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,448$807K<0.01%+12313F-HRTimeline
LOUISBOURG INVESTMENTS INC.8,428$806K0.22%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,432$803K<0.01%+59913F-HR/ATimelineGroup
Candriam S.C.A.8,309$793K<0.01%-3,69813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,174$781K0.04%-24813F-HRTimeline
WEALTH ALLIANCE, LLC8,146$778K0.09%+14213F-HRTimeline
Ashton Thomas Private Wealth, LLC7,870$752K0.03%-77113F-HRTimeline
Compound Planning, Inc.7,727$738K0.03%+1,01813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC7,691$735K<0.01%+2,23713F-HR/ATimelineGroup
Centiva Capital, LP7,665$732K0.04%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,492$716K0.01%013F-HRTimelineGroup
Baskin Financial Services Inc.7,428$709K0.06%+4,25613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,253$693K<0.01%+50713F-HRTimeline
VAUGHAN & Co SECURITIES, INC.7,222$690K0.43%-16813F-HRTimeline
Twin Tree Management, LP7,039$672K0.01%-31,26113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,997$668K0.01%+35213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,993$668K0.02%+4813F-HRTimeline
MAIRS & POWER INC6,846$654K0.01%013F-HRTimeline
SYON CAPITAL LLC6,837$653K0.05%+35913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,793$649K<0.01%+49313F-HRTimeline
TI-TRUST, INC6,692$639K0.42%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC7,146$636K0.06%-40913F-HRTimelineGroup
D.A. DAVIDSON & CO.6,621$632K0.01%-1,82113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,611$631K0.01%+40013F-HRTimelineGroup
Pacer Advisors, Inc.6,453$616K<0.01%+18613F-HRTimeline
JCIC Asset Management Inc.6,348$606K0.25%new13F-HRTimeline
Harbour Trust & Investment Management Co6,340$606K0.07%013F-HRTimeline
Wealthspire Advisors, LLC6,230$595K<0.01%-12513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,200$592K0.03%013F-HRTimeline
Busey Bank6,077$580K0.02%+7713F-HRTimeline
Dorsey & Whitney Trust CO LLC6,067$579K0.03%+513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC6,067$579K0.1%-913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding6,018$575K-601Timeline
EVERGREEN CAPITAL MANAGEMENT LLC5,871$561K0.02%+3513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,758$550K0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,742$548K<0.01%+2,67313F-HRTimelineGroup
Tacita Capital Inc5,737$548K0.39%+5,00013F-HRTimeline
MQS Management LLC5,700$544K0.31%new13F-HRTimeline
Pacifica Partners Inc.5,660$544K0.25%013F-HRTimeline
HighPoint Advisor Group LLC5,631$536K0.03%+25513F-HRTimeline
Ipswich Investment Management Co., Inc.5,610$536K0.13%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG5,540$529K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,272$504K<0.01%+65413F-HRTimeline
SVB WEALTH LLC5,259$502K0.02%+8313F-HRTimeline
World Investment Advisors4,992$477K0.01%+2913F-HRTimeline
KLCM Advisors, Inc.4,935$471K0.06%+39713F-HRTimeline
Merit Financial Group, LLC4,899$468K0.01%+87913F-HRTimeline
BLAIR WILLIAM & CO/IL4,884$467K<0.01%-3,22113F-HRTimeline
Tradition Wealth Management, LLC4,864$465K0.04%013F-HRTimeline
FINANCIAL COUNSELORS INC4,848$463K0.01%-3713F-HRTimeline
Crescent Grove Advisors, LLC4,829$461K0.05%-12013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,770$456K<0.01%013F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC4,756$454K0.01%+35013F-HRTimelineGroup
Intrua Financial, LLC4,730$452K0.07%-22113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,717$451K0.01%+12013F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.3,215$442K<0.01%-9,59813F-HRTimeline
Sand Hill Global Advisors, LLC4,569$436K0.02%-13313F-HRTimeline
HB Wealth Management, LLC4,529$433K<0.01%+1,59313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,508$431K0.32%013F-HRTimeline
Ellenbecker Investment Group4,505$430K0.08%013F-HRTimeline
Geneos Wealth Management Inc.4,498$430K0.01%+2,52813F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,476$428K0.09%013F-HRTimeline
CERTUITY, LLC4,469$427K0.04%+213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,464$426K0.01%-1613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,447$425K0.16%+413F-HRTimeline
Biltmore Family Office, LLC4,360$416K0.07%013F-HRTimeline
Boltwood Capital Management4,325$413K0.13%+2513F-HRTimeline
Nebula Research & Development LLC4,168$398K0.04%-5,22313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,065$388K+63Timeline
PDS Planning, Inc4,056$387K0.03%+30913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,039$386K<0.01%+1,69713F-HRTimelineGroup
DAVIS-REA LTD.4,003$382K0.1%+1,07813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC4,000$382K0.15%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,986$381K0.05%+3,79613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,045$380K<0.01%013F-HR/ATimelineGroup
Caprock Group, LLC3,959$378K0.01%+77413F-HRTimeline
NWAM LLC3,883$371K0.03%+713F-HRTimeline
Beverly Hills Private Wealth, LLC3,877$370K0.07%-3513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,846$367K0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,813$364K0.06%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,797$363K<0.01%+19613F-HRTimeline
Quilter Plcin group Quilter Plc3,770$360K0.01%013F-HRTimelineGroup
Mediolanum International Funds Ltd3,754$359K<0.01%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,558$340K0.05%013F-HRTimeline
MAI Capital Management3,542$338K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,516$336K0.02%new13F-HRTimelineGroup
PUZO MICHAEL J3,500$334K0.1%013F-HRTimeline
LANARK FINANCIAL, INC.3,501$334K0.03%+3,49813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,495$334K<0.01%-34513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,434$328K<0.01%+39713F-HR/ATimelineGroup
AVALON CAPITAL MANAGEMENT3,425$327K0.1%-92513F-HRTimeline
Keudell/Morrison Wealth Management3,391$324K0.08%-7013F-HRTimeline
VestGen Advisors, LLC3,372$322K0.01%13F-HRTimeline
NorthCoast Asset Management LLC3,347$320K<0.01%+76913F-HR/ATimeline
Vantage Financial Partners, LLC3,325$318K0.08%+413F-HRTimeline
Integrated Wealth Concepts LLC3,282$313K<0.01%-11713F-HRTimeline
BRIGHTON JONES LLC3,265$312K0.01%-613F-HRTimeline
CWM, LLCin group CWM, LLC3,258$311K<0.01%+3913F-HRTimelineGroup
DANSKE BANK A/S3,229$309K<0.01%-1,86113F-HRTimeline
Mesirow Financial Investment Management…3,220$308K0.01%+85713F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding3,200$306K0Timeline
J.W. COLE ADVISORS, INC.3,166$302K0.01%new13F-HRTimeline
HRT FINANCIAL LP3,166$302K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,156$301K<0.01%-14013F-HRTimelineGroup
Ballentine Partners, LLC3,117$298K0.01%-12513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,094$295K0.04%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,079$294K<0.01%013F-HRTimelineGroup
Five Oceans Advisors3,056$292K0.14%-31013F-HRTimeline
Prospera Financial Services Inc3,035$290K0.01%013F-HRTimeline
Checchi Capital Advisers, LLC3,030$289K0.02%+51413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,010$287K0.02%+40713F-HRTimelineGroup
SIH Partners, LLLPin group SIH Partners, LLLP3,010$287K0.03%new13F-HRTimelineGroup
Cherokee Insurance Co3,005$287K0.13%013F-HRTimeline
DIVERSIFIED TRUST CO2,996$286K0.01%-2913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,988$285K0.04%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp2,981$285K0.28%-12713F-HRTimeline
AE Wealth Management LLC2,966$283K<0.01%-78913F-HRTimeline
WEDBUSH SECURITIES INC2,959$283K0.01%-3213F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,960$283K0.26%-1,20113F-HRTimeline
Code Waechter LLC2,952$282K0.23%new13F-HRTimeline
Magnus Financial Group LLC2,927$280K0.03%+7013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,927$280K<0.01%-1,13213F-HRTimelineGroup
Legacy Advisors, LLC152$279K0.03%new13F-HRTimeline
Enterprise Bank & Trust Co2,920$279K0.11%013F-HRTimeline
Versant Capital Management, Inc2,919$279K0.05%+2,86613F-HRTimeline
Lantz Financial LLC2,895$277K0.08%-12513F-HRTimeline
Parallel Advisors, LLC2,877$275K0.01%+7513F-HRTimeline
Farther Finance Advisors, LLC2,844$274K0.01%+1,66713F-HRTimeline
Bridgewater Advisors Inc.2,872$274K0.02%new13F-HRTimeline
Onex Canada Asset Management Inc.2,837$271K0.03%-1,07313F-HRTimeline
Lindbrook Capital, LLC2,815$269K0.02%+7013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,797$267K0.03%013F-HRTimeline
Argent Trust Co2,792$267K0.01%013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP2,774$265K0.07%new13F-HRTimeline
Snowden Capital Advisors LLC2,771$265K0.01%-26913F-HRTimeline
Park Place Capital Corp2,756$263K0.07%-6813F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.2,753$263K0.04%new13F-HRTimeline
Curi Capital, LLC2,716$259K0.01%+45213F-HRTimeline
FIRST MERCHANTS CORP2,716$259K0.01%013F-HRTimeline
Procyon Advisors, LLC2,716$259K0.02%-63513F-HRTimeline
Medallion Wealth Advisors, LLC2,701$259K0.12%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,651$257K0.01%013F-HRTimelineGroup
Good Steward Wealth Advisors,LLC2,679$256K0.23%13F-HRTimeline
Arkos Global Advisors2,672$255K0.04%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,664$254K0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,648$253K<0.01%-6713F-HRTimelineGroup
Fielder Capital Group LLC2,643$252K0.07%013F-HRTimeline
SMITH, MOORE & CO.2,636$252K0.02%-12213F-HRTimeline
Bayesian Capital Management, LP2,600$248K0.04%new13F-HRTimeline
SkyView Investment Advisors, LLC2,599$248K0.04%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/2,542$243K0.01%-1613F-HRTimeline
CVA Family Office, LLC2,525$241K0.04%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,524$241K0.04%-23413F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.2,498$239K0.06%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,504$239K<0.01%new13F-HRTimelineGroup
Performance Wealth Partners, LLC2,500$239K0.01%013F-HRTimeline
First Business Financial Services, Inc.2,492$238K0.02%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC2,485$237K<0.01%+17513F-HRTimeline
SG Americas Securities, LLC2,410$230K<0.01%new13F-HRTimeline