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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

552 managers (568 13F filers) reported a position in BMO shares at 2025-06-30, 349,714,945 shares in all. 54 filers opened a position and 48 filers sold out during the quarter.

Managers
552
13F filers
568
New
54
Added
185
Reduced
199
Sold out
48
Shares held by filers
349,714,945

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
&PARTNERS15,779$1.75M0.01%+2,49413F-HRTimeline
Laird Norton Wetherby Wealth Management…15,212$1.68M0.07%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,058$1.67M+9,040Timeline
Fulton Bank, N.A.13,949$1.54M0.06%-49313F-HRTimeline
111 Capital13,831$1.53M0.26%-10,31013F-HRTimeline
Curbstone Financial Management Corp13,834$1.53M0.31%013F-HRTimeline
IFG Advisory, LLC13,100$1.45M0.07%+24213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,098$1.45M0.01%+1,58613F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW13,093$1.45M0.25%-33313F-HRTimelineGroup
Probity Advisors, Inc.12,708$1.41M0.25%+1913F-HRTimeline
Texas Yale Capital Corp.12,488$1.38M0.05%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,364$1.37M<0.01%+16713F-HRTimelineGroup
State of Wyoming12,233$1.35M0.17%-2,02113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,225$1.35M<0.01%-30513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC12,158$1.35M<0.01%+2,48813F-HR/ATimelineGroup
Associated Banc-Corpin group Associated Banc-Corp11,653$1.29M0.04%-66713F-HRTimelineGroup
Raleigh Capital Management Inc.11,637$1.29M0.54%+25813F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,531$1.28M<0.01%013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT10,860$1.2M0.03%-1,26313F-HRTimeline
Turn8 Private Wealth Inc.10,905$1.19M0.86%013F-HRTimeline
Cambridge Investment Research Advisors,…10,624$1.18M<0.01%+28013F-HRTimeline
Ignite Planners, LLC10,121$1.16M0.2%-44913F-HR/ATimeline
YOUSIF CAPITAL MANAGEMENT, LLC10,301$1.14M0.01%+71013F-HRTimeline
SIGNATUREFD, LLC10,254$1.13M0.02%-48713F-HRTimeline
Orion Porfolio Solutions, LLC10,246$1.13M0.01%+87513F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,011$1.11M<0.01%-21813F-HRTimelineGroup
WORLDQUANT MILLENNIUM ADVISORS LLC9,901$1.1M0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,010$1.09M<0.01%+1,57813F-HRTimelineGroup
Capital World Investors9,749$1.08M<0.01%013F-HRTimeline
Smithfield Trust Co9,766$1.08M0.05%013F-HRTimeline
Verdence Capital Advisors LLC9,724$1.08M0.07%+4013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.7,022$1.06M0.01%+3,80713F-HRTimeline
Independent Advisor Alliance9,555$1.06M0.03%+55313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding9,542$1.06M-422Timeline
Berger Financial Group, Inc9,531$1.05M0.07%-8013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV9,485$1.05M0.14%-10,50013F-HRTimeline
BLAIR WILLIAM & CO/IL9,475$1.05M<0.01%+4,59113F-HRTimeline
FIRST AMERICAN BANK9,360$1.04M0.07%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …9,198$1.02M<0.01%new13F-HRTimelineGroup
Advisors Asset Management, Inc.8,896$984K0.02%-2,25213F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC8,738$967K0.03%+1113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,453$935K0.01%+1,45613F-HRTimelineGroup
LOUISBOURG INVESTMENTS INC.8,428$932K0.22%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,229$910K<0.01%-21913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,174$904K0.04%013F-HRTimeline
WEALTH ALLIANCE, LLC8,173$904K0.1%+2713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,103$896K<0.01%+85013F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,076$893K0.02%new13F-HRTimeline
Aigen Investment Management, LP5,616$848K0.12%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC7,601$841K0.03%-26913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,492$829K0.01%013F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp4,660$827K0.11%+1,67213F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.7,177$794K0.46%-4513F-HRTimeline
SYON CAPITAL LLC7,029$778K0.05%+19213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,023$777K0.02%+3013F-HRTimeline
Baskin Financial Services Inc.6,872$761K0.06%-55613F-HRTimeline
Candriam S.C.A.6,805$753K<0.01%-1,50413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,767$749K<0.01%-2613F-HRTimeline
MAIRS & POWER INC6,746$746K0.01%-10013F-HRTimeline
TI-TRUST, INC6,692$740K0.5%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP6,582$728K<0.01%-2,23313F-HRTimelineGroup
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…6,504$721K0.01%new13F-HR/ATimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding6,452$714K+1,735Timeline
Wealthspire Advisors, LLC6,446$713K<0.01%+21613F-HRTimeline
Compound Planning, Inc.6,435$712K0.03%-1,29213F-HRTimeline
D.A. DAVIDSON & CO.6,224$689K<0.01%-39713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,200$686K0.04%013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,075$672K0.04%+813F-HRTimeline
Busey Bank6,026$667K0.02%-5113F-HRTimeline
Harbour Trust & Investment Management Co5,975$661K0.07%-36513F-HRTimeline
Versor Investments LP5,950$660K0.12%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,896$652K<0.01%+2,46213F-HR/ATimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC5,882$651K0.1%-18513F-HRTimeline
HighPoint Advisor Group LLC5,868$649K0.03%+23713F-HRTimeline
Tacita Capital Inc5,737$636K0.41%013F-HRTimeline
Ipswich Investment Management Co., Inc.5,610$621K0.15%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG5,605$620K0.01%+6513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…585,236$612K0.05%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,515$611K0.01%-1,09613F-HRTimelineGroup
Pacifica Partners Inc.5,560$607K0.25%-10013F-HRTimeline
Nebula Research & Development LLC5,423$600K0.05%+1,25513F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC5,256$582K0.05%-1,89013F-HRTimelineGroup
Glenmede Investment Management, LP5,089$563K<0.01%13F-HRTimeline
Tradition Wealth Management, LLC5,079$562K0.04%+21513F-HRTimeline
World Investment Advisors4,972$550K0.01%-2013F-HRTimeline
Midwest Trust Co4,848$536K0.01%13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,770$528K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC4,756$526K0.01%-14313F-HRTimeline
Steward Partners Investment Advisory, L…4,742$525K<0.01%-53013F-HRTimeline
Curi Capital, LLC4,723$523K0.01%+2,00713F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,508$510K0.35%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,599$509K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.4,594$508K0.01%-8,80913F-HR/ATimeline
Sand Hill Global Advisors, LLC4,569$505K0.02%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,558$504K0.01%-1,20013F-HRTimelineGroup
Code Waechter LLC4,552$504K0.36%+1,60013F-HRTimeline
Ellenbecker Investment Group4,505$498K0.08%013F-HRTimeline
CERTUITY, LLC4,478$495K0.05%+913F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,476$495K0.1%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,464$494K0.01%013F-HRTimeline
Boltwood Capital Management4,375$484K0.14%+5013F-HRTimeline
Biltmore Family Office, LLC4,360$482K0.08%013F-HRTimeline
Frank, Rimerman Advisors LLC4,357$482K0.03%new13F-HRTimeline
PDS Planning, Inc4,335$480K0.04%+27913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,309$477K0.01%-1,56213F-HRTimeline
Sequoia Financial Advisors, LLC4,272$473K<0.01%+47513F-HRTimeline
KLCM Advisors, Inc.4,183$463K0.05%-75213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,176$462K<0.01%+2,10913F-HRTimelineGroup
HB Wealth Management, LLC4,158$460K<0.01%-37113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,088$452K+23Timeline
DAVIS-REA LTD.4,003$443K0.11%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,001$443K0.13%-44613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC4,000$443K0.16%013F-HRTimeline
Crescent Grove Advisors, LLC3,839$425K0.04%-99013F-HRTimeline
West Family Investments, Inc.3,810$422K0.11%+1,53313F-HRTimeline
MAI Capital Management3,790$419K<0.01%+24813F-HRTimeline
NWAM LLC3,774$417K0.02%-10913F-HR/ATimeline
Quilter Plcin group Quilter Plc3,710$411K0.01%-6013F-HRTimelineGroup
MQS Management LLC3,692$408K0.23%-2,00813F-HRTimeline
Beverly Hills Private Wealth, LLC3,636$402K0.08%-24113F-HRTimeline
INTRUST BANK NA3,603$399K0.04%+1,32213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,558$394K0.06%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,539$392K0.01%-1,21713F-HRTimelineGroup
PUZO MICHAEL J3,500$387K0.11%013F-HRTimeline
NorthCoast Asset Management LLC3,497$387K<0.01%+15013F-HRTimeline
Integrated Wealth Concepts LLC3,475$384K<0.01%+19313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,471$384K<0.01%-2413F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.3,465$383K0.05%-52113F-HRTimeline
AVALON CAPITAL MANAGEMENT3,425$379K0.1%013F-HRTimeline
LANARK FINANCIAL, INC.3,410$377K0.03%-9113F-HRTimeline
Keudell/Morrison Wealth Management3,391$375K0.08%013F-HRTimeline
Prospera Financial Services Inc3,383$374K0.01%+34813F-HRTimeline
VestGen Advisors, LLC3,374$373K0.01%+213F-HRTimeline
Vantage Financial Partners, LLC3,330$368K0.09%+513F-HRTimeline
CWM, LLCin group CWM, LLC3,313$367K<0.01%+5513F-HRTimelineGroup
BRIGHTON JONES LLC3,307$366K0.01%+4213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,303$365K0.02%+1,02113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,283$363K0.01%+11713F-HRTimeline
DANSKE BANK A/S3,229$357K<0.01%013F-HRTimeline
AE Wealth Management LLC3,182$352K<0.01%+21613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,167$350K<0.01%+8813F-HRTimelineGroup
ASAHI LIFE ASSET MANAGEMENT CO., LTD.3,110$344K0.2%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,094$342K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC3,091$342K0.01%+13213F-HRTimeline
DIVERSIFIED TRUST CO3,068$339K0.01%+7213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,064$339K<0.01%-9213F-HRTimelineGroup
HRT FINANCIAL LP3,049$337K<0.01%-11713F-HRTimeline
Mediolanum International Funds Ltd3,055$335K<0.01%-69913F-HRTimeline
Checchi Capital Advisers, LLC3,022$334K0.02%-813F-HRTimeline
Cherokee Insurance Co3,005$332K0.15%013F-HRTimeline
Versant Capital Management, Inc2,981$330K0.05%+6213F-HRTimeline
Bridgewater Advisors Inc.2,877$326K0.02%+513F-HRTimeline
Five Oceans Advisors2,942$325K0.14%-11413F-HRTimeline
Lantz Financial LLC2,926$324K0.08%+3113F-HRTimeline
Enterprise Bank & Trust Co2,920$323K0.12%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,888$320K<0.01%-95813F-HRTimelineGroup
Magnus Financial Group LLC2,857$316K0.03%-7013F-HRTimeline
Murphy & Mullick Capital Management Corp2,844$314K0.26%-13713F-HRTimeline
Annex Advisory Services, LLC2,819$312K0.01%+56213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,817$312K<0.01%-11013F-HRTimelineGroup
NewEdge Advisors, LLC2,800$310K<0.01%+2,75113F-HRTimeline
COZAD ASSET MANAGEMENT INC2,797$309K0.03%013F-HR/ATimeline
Geneos Wealth Management Inc.2,783$308K0.01%-1,71513F-HRTimeline
Park Place Capital Corp2,750$306K0.07%-613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,756$305K0.01%+9213F-HRTimelineGroup
Snowden Capital Advisors LLC2,721$301K0.01%-5013F-HRTimeline
FIRST MERCHANTS CORP2,716$300K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,701$300K0.12%013F-HRTimeline
Arkos Global Advisors2,672$296K0.04%013F-HRTimeline
Farther Finance Advisors, LLC2,665$295K0.01%-17913F-HRTimeline
Fielder Capital Group LLC2,643$292K0.08%013F-HRTimeline
CHOREO, LLC2,640$292K<0.01%+46213F-HRTimeline
SMITH, MOORE & CO.2,636$292K0.02%013F-HRTimeline
Argent Trust Co2,634$291K0.01%-15813F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,564$284K-636Timeline
SkyView Investment Advisors, LLC2,599$284K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,563$284K<0.01%new13F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/2,542$281K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,518$279K<0.01%-13013F-HRTimelineGroup
CVA Family Office, LLC2,512$278K0.04%-1313F-HRTimeline
Parallel Advisors, LLC2,507$277K0.01%-37013F-HRTimeline
Performance Wealth Partners, LLC2,500$277K0.01%013F-HRTimeline
First Business Financial Services, Inc.2,492$276K0.02%013F-HRTimeline
Procyon Advisors, LLC2,458$272K0.03%-25813F-HRTimeline
Sciencast Management LP2,444$270K0.06%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,412$267K0.09%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,400$266K<0.01%-10413F-HRTimelineGroup
North Star Investment Management Corp.2,389$264K0.02%013F-HRTimeline
Mesirow Financial Investment Management…2,368$262K0.01%-85213F-HRTimeline
Bridgewater Associates, LP2,348$260K<0.01%-44,59313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,373$259K<0.01%-1,67213F-HR/ATimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,336$258K<0.01%013F-HR/ATimelineGroup
PATTEN & PATTEN INC/TN2,328$258K0.02%013F-HRTimeline
PARK NATIONAL CORP /OH/2,325$257K0.01%013F-HRTimeline
Townsend & Associates, Inc2,225$255K0.03%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,295$254K0.02%-71513F-HRTimelineGroup
CHIRON CAPITAL MANAGEMENT, LLC2,250$249K0.22%-71013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,226$246K0.01%-28,44513F-HRTimelineGroup
Advisory Services Network, LLC2,218$245K<0.01%+1513F-HRTimeline
Bogart Wealth, LLC2,202$244K0.01%013F-HRTimeline