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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

565 managers (581 13F filers) reported a position in BMO shares at 2025-09-30, 342,365,663 shares in all. 72 filers opened a position and 53 filers sold out during the quarter.

Managers
565
13F filers
581
New
72
Added
194
Reduced
184
Sold out
53
Shares held by filers
342,365,663

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Atria Investments, Inc17,223$2.24M0.03%+64113F-HRTimeline
First Bank & Trust16,836$2.19M0.37%+63013F-HRTimeline
Capital Wealth Planning, LLC16,805$2.19M0.02%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …16,220$2.11M0.25%new13F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp16,109$2.1M0.06%+4,45613F-HRTimelineGroup
GRIES FINANCIAL LLC15,835$2.06M0.33%-4813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,700$2.04M<0.01%+3,47513F-HRTimelineGroup
&PARTNERS15,500$2.02M0.01%-27913F-HRTimeline
Vise Technologies, Inc.15,321$2M0.07%-6,49513F-HRTimeline
Laird Norton Wetherby Wealth Management…15,229$1.98M0.08%+1713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding15,216$1.98M-1,035Timeline
Cerity Partners LLCin group Cerity Partners LLC14,235$1.85M<0.01%+1,87113F-HRTimelineGroup
OSSIAM13,846$1.8M0.02%-12,54713F-HRTimeline
Curbstone Financial Management Corp13,834$1.8M0.35%013F-HRTimeline
Fulton Bank, N.A.13,660$1.78M0.06%-28913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW12,949$1.69M0.24%-14413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,894$1.68M0.01%-20413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding13,465$1.65M+3,923Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC12,505$1.63M<0.01%+7,73513F-HRTimelineGroup
Texas Yale Capital Corp.12,413$1.62M0.05%-7513F-HRTimeline
Probity Advisors, Inc.12,371$1.61M0.26%-33713F-HRTimeline
Raleigh Capital Management Inc.12,130$1.58M0.6%+49313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,465$1.49M<0.01%-6613F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,408$1.49M0.01%+1,16213F-HRTimeline
Turn8 Private Wealth Inc.11,018$1.44M1.03%+11313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,846$1.42M<0.01%+83613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT10,849$1.41M0.03%-1113F-HRTimeline
Lombard Odier Asset Management (Switzer…10,696$1.39M0.06%new13F-HRTimeline
SIGNATUREFD, LLC10,609$1.38M0.02%+35513F-HRTimeline
Cambridge Investment Research Advisors,…10,428$1.36M<0.01%-19613F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A10,292$1.34M<0.01%13F-HRTimelineGroup
Bleakley Financial Group, LLC10,064$1.31M0.03%new13F-HRTimeline
IFG Advisory, LLC9,816$1.28M0.06%-3,28413F-HRTimeline
Smithfield Trust Co9,766$1.27M0.06%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,692$1.26M<0.01%-31913F-HRTimelineGroup
Ignite Planners, LLC9,635$1.25M0.21%-48613F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…9,618$1.25M0.03%+3,11413F-HR/ATimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV9,480$1.24M0.16%-513F-HR/ATimeline
FIRST AMERICAN BANK9,360$1.22M0.08%013F-HRTimeline
Berger Financial Group, Inc9,350$1.22M0.07%-18113F-HRTimeline
Independent Advisor Alliance9,146$1.19M0.03%-40913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,729$1.14M0.03%-913F-HRTimeline
WEALTH ALLIANCE, LLC8,593$1.12M0.12%+42013F-HRTimeline
Advisors Asset Management, Inc.8,590$1.12M0.02%-30613F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,582$1.12M0.01%+12913F-HRTimelineGroup
LOUISBOURG INVESTMENTS INC.8,428$1.1M0.24%013F-HRTimeline
Tacita Capital Inc8,367$1.09M0.66%+2,63013F-HRTimeline
Verdence Capital Advisors LLC8,543$1.09M0.06%-1,18113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,347$1.09M<0.01%+11813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC8,281$1.08M0.01%-2,02013F-HRTimeline
Ausdal Financial Partners, Inc.8,207$1.07M0.05%+6,10713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,174$1.06M0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,164$1.06M0.03%+56313F-HRTimeline
Compound Planning, Inc.8,020$1.04M0.03%+1,58513F-HRTimeline
BLAIR WILLIAM & CO/IL7,986$1.04M<0.01%-1,48913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,492$976K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,280$948K0.02%+25713F-HRTimeline
Baskin Financial Services Inc.7,067$920K0.07%+19513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,062$920K<0.01%+29513F-HRTimeline
SYON CAPITAL LLC7,048$918K0.05%+1913F-HRTimeline
Redhawk Wealth Advisors, Inc.6,989$910K0.11%new13F-HRTimeline
MAIRS & POWER INC6,746$879K0.01%013F-HRTimeline
TI-TRUST, INC6,692$872K0.55%013F-HRTimeline
D.A. DAVIDSON & CO.6,506$847K0.01%+28213F-HRTimeline
IEQ CAPITAL, LLC6,467$842K<0.01%+4,50413F-HRTimeline
Steward Partners Investment Advisory, L…6,444$839K<0.01%+1,70213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,397$833K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC6,230$812K<0.01%-21613F-HRTimeline
Williamson Legacy Group, LLC6,169$804K0.62%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC6,079$792K0.04%+413F-HRTimeline
Busey Bank6,026$785K0.02%013F-HRTimeline
Harbour Trust & Investment Management Co5,975$778K0.08%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding5,907$769K-545Timeline
FOURPATH CAPITAL MANAGEMENT, LLC5,895$768K0.11%+1313F-HRTimeline
HighPoint Advisor Group LLC5,741$748K0.04%-12713F-HRTimeline
CenterBook Partners LP5,682$740K0.04%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,678$740K<0.01%-21813F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC5,670$739K<0.01%+1,39813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,584$728K0.01%+6913F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.5,540$722K0.38%-1,63713F-HRTimeline
Ipswich Investment Management Co., Inc.5,485$714K0.17%-12513F-HRTimeline
Tradition Wealth Management, LLC5,479$714K0.05%+40013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,458$711K0.01%+90013F-HRTimelineGroup
HRT FINANCIAL LP5,321$693K<0.01%+2,27213F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC5,256$676K0.05%013F-HRTimelineGroup
Bridgewater Associates, LP5,169$674K<0.01%+2,82113F-HRTimeline
Pacifica Partners Inc.5,100$665K0.24%-46013F-HRTimeline
Glenmede Investment Management, LP5,043$657K<0.01%-4613F-HRTimeline
World Investment Advisors4,968$647K0.01%-413F-HRTimeline
Curi Capital, LLC4,839$630K0.01%+11613F-HRTimeline
Midwest Trust Co4,794$624K0.01%-5413F-HRTimeline
Merit Financial Group, LLC4,634$603K0.01%-12213F-HR/ATimeline
UMB Bank, n.a.4,594$598K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sand Hill Global Advisors, LLC4,569$595K0.02%013F-HRTimeline
MAI Capital Management4,542$592K<0.01%+75213F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,508$587K0.38%013F-HRTimeline
Ellenbecker Investment Group4,505$587K0.09%013F-HRTimeline
CERTUITY, LLC4,478$583K0.04%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,476$583K0.11%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,464$581K0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,434$578K+346Timeline
Caprock Group, LLC4,764$577K0.01%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,387$571K<0.01%-21213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC4,379$570K0.01%+7013F-HRTimeline
Boltwood Capital Management4,375$570K0.15%013F-HRTimeline
Biltmore Family Office, LLC4,360$568K0.08%013F-HRTimeline
Frank, Rimerman Advisors LLC4,359$568K0.04%+213F-HRTimeline
PDS Planning, Inc4,352$567K0.04%+1713F-HRTimeline
Code Waechter LLC4,411$564K0.37%-14113F-HRTimeline
Ethic Inc.4,311$561K0.01%+2,43813F-HRTimeline
Andra AP-fonden3,000$544K0.01%new13F-HRTimeline
KLCM Advisors, Inc.4,162$542K0.05%-2113F-HRTimeline
HB Wealth Management, LLC4,155$541K<0.01%-313F-HRTimeline
CWM, LLCin group CWM, LLC4,090$533K<0.01%+77713F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC4,008$522K0.13%+713F-HRTimeline
DAVIS-REA LTD.4,003$522K0.13%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC4,000$521K0.16%013F-HRTimeline
West Family Investments, Inc.3,854$502K0.11%+4413F-HRTimeline
Crescent Grove Advisors, LLC3,839$500K0.05%013F-HRTimeline
Quilter Plcin group Quilter Plc3,710$483K0.01%013F-HRTimelineGroup
INTRUST BANK NA3,710$483K0.04%+10713F-HRTimeline
NWAM LLC3,779$475K0.03%+513F-HR/ATimeline
J.W. COLE ADVISORS, INC.3,635$473K0.01%+35213F-HRTimeline
NorthCoast Asset Management LLC3,577$466K<0.01%+8013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,558$463K0.06%013F-HRTimeline
BRIGHTON JONES LLC3,552$463K0.01%+24513F-HRTimeline
AE Wealth Management LLC3,548$462K<0.01%+36613F-HRTimeline
Integrated Wealth Concepts LLC3,543$461K<0.01%+6813F-HRTimeline
PUZO MICHAEL J3,500$456K0.12%013F-HRTimeline
Vantage Financial Partners, LLC3,461$451K0.09%+13113F-HRTimeline
Annex Advisory Services, LLC3,459$451K0.01%+64013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,426$446K<0.01%-4513F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT3,425$446K0.11%013F-HRTimeline
VestGen Advisors, LLC3,419$445K0.01%+4513F-HRTimeline
Prospera Financial Services Inc3,403$443K0.01%+2013F-HRTimeline
Campbell & CO Investment Adviser LLC3,352$437K0.03%-100,75213F-HRTimeline
Beverly Hills Private Wealth, LLC3,319$432K0.08%-31713F-HRTimeline
DIVERSIFIED TRUST CO3,315$432K0.01%+24713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,313$431K0.02%+1013F-HRTimelineGroup
DANSKE BANK A/S3,317$427K<0.01%+8813F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC3,278$427K0.02%new13F-HRTimelineGroup
Legacy Financial Advisors, Inc.3,204$417K0.06%+1,11113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,186$415K0.02%+89113F-HRTimelineGroup
Bayesian Capital Management, LP3,174$413K0.08%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,167$413K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.3,164$412K0.03%-24613F-HRTimeline
NewEdge Advisors, LLC3,140$409K<0.01%+34013F-HRTimeline
Checchi Capital Advisers, LLC3,131$408K0.03%+10913F-HRTimeline
Geneos Wealth Management Inc.3,125$407K0.01%+34213F-HRTimeline
Jain Global LLC3,105$404K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC3,100$404K0.01%+913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,062$399K0.05%-3213F-HRTimeline
Mediolanum International Funds Ltd3,055$397K<0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,965$386K<0.01%+7713F-HRTimelineGroup
Versant Capital Management, Inc2,963$386K0.05%-1813F-HRTimeline
Five Oceans Advisors2,938$383K0.14%-413F-HRTimeline
ROCKLAND TRUST CO2,920$380K0.02%new13F-HRTimeline
Lantz Financial LLC2,878$375K0.08%-4813F-HRTimeline
GROUP ONE TRADING LLC2,871$374K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,868$374K<0.01%-19613F-HRTimelineGroup
Magnus Financial Group LLC2,857$372K0.03%013F-HRTimeline
Murphy & Mullick Capital Management Corp2,844$370K0.27%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,837$370K0.03%+4013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,802$365K<0.01%-1513F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp2,789$363K0.04%-1,87113F-HRTimelineGroup
Argent Trust Co2,772$361K0.01%+13813F-HRTimeline
Parallel Advisors, LLC2,758$359K0.01%+25113F-HRTimeline
Snowden Capital Advisors LLC2,749$358K0.01%+2813F-HRTimeline
Park Place Capital Corp2,737$356K0.08%-1313F-HRTimeline
CHOREO, LLC2,735$356K<0.01%+9513F-HRTimeline
FIRST MERCHANTS CORP2,716$354K0.01%013F-HRTimeline
Bridgewater Advisors Inc.2,869$353K0.02%-813F-HRTimeline
Medallion Wealth Advisors, LLC2,701$352K0.12%013F-HRTimeline
Fielder Capital Group LLC2,640$344K0.08%-313F-HRTimeline
SMITH, MOORE & CO.2,636$343K0.03%013F-HRTimeline
Farther Finance Advisors, LLC2,627$342K0.01%-3813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,619$341K<0.01%+10113F-HRTimelineGroup
SBI Securities Co., Ltd.2,609$340K0.01%+80313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,608$340K0.01%+38213F-HRTimelineGroup
SkyView Investment Advisors, LLC2,599$339K0.04%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,564$334K0Timeline
Arkos Global Advisors2,557$333K0.04%-11513F-HRTimeline
OLD NATIONAL BANCORP /IN/2,542$331K0.01%013F-HRTimeline
CVA Family Office, LLC2,512$327K0.04%013F-HRTimeline
Performance Wealth Partners, LLC2,500$326K0.01%013F-HRTimeline
First Business Financial Services, Inc.2,492$325K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,462$321K<0.01%new13F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC2,412$314K0.1%013F-HRTimeline
North Star Investment Management Corp.2,389$311K0.02%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,377$310K0.01%-37913F-HRTimelineGroup
Mesirow Financial Investment Management…2,369$309K0.01%+113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,336$304K<0.01%013F-HRTimelineGroup
PATTEN & PATTEN INC/TN2,328$303K0.02%013F-HRTimeline
PARK NATIONAL CORP /OH/2,325$303K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,299$299K0.02%+39313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,249$293K<0.01%-12413F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.1,597$290K<0.01%-5,42513F-HRTimeline
Advisory Services Network, LLC2,218$289K<0.01%013F-HRTimeline
Bogart Wealth, LLC2,202$287K0.01%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,203$287K<0.01%new13F-HRTimelineGroup