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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

603 managers (619 13F filers) reported a position in BMO shares at 2025-12-31, 331,316,136 shares in all. 65 filers opened a position and 43 filers sold out during the quarter.

Managers
603
13F filers
619
New
65
Added
186
Reduced
201
Sold out
43
Shares held by filers
331,316,136

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Silver Lake Advisory, LLC18,858$2.45M0.95%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,264$2.37M0.05%-7,97513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,079$2.35M<0.01%+3,84413F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC17,780$2.31M0.17%+8013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC17,356$2.25M<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC17,186$2.23M0.04%-39313F-HRTimeline
Vise Technologies, Inc.17,151$2.23M0.04%+1,83013F-HRTimeline
First Bank & Trust17,135$2.22M0.36%+29913F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.15,996$2.08M<0.01%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.15,976$2.07M0.03%-8,66113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT15,553$2.02M0.04%+4,70413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding15,229$1.98M+1,764Timeline
Union Bancaire Privee, UBP SA14,862$1.95M0.02%-7,51813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,999$1.95M<0.01%-13,11713F-HRTimelineGroup
Orion Porfolio Solutions, LLC14,646$1.9M0.01%+3,23813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,053$1.82M<0.01%-3,61513F-HRTimelineGroup
CenterBook Partners LP14,048$1.82M0.09%+8,36613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,904$1.8M<0.01%+7,50713F-HR/ATimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding13,700$1.78M-1,516Timeline
Curbstone Financial Management Corp13,684$1.78M0.34%-15013F-HRTimeline
Atria Investments, Inc13,404$1.74M0.02%-3,81913F-HRTimeline
Murchinson Ltd.13,347$1.73M0.93%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,257$1.72M0.01%+36313F-HRTimelineGroup
&PARTNERS13,249$1.72M0.01%-2,25113F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A13,064$1.7M<0.01%+2,77213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,039$1.69M<0.01%+2,19313F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT12,983$1.69M0.02%-392,98613F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW12,746$1.66M0.24%-20313F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…12,700$1.65M<0.01%new13F-HRTimelineGroup
Quantbot Technologies LP12,693$1.65M0.05%new13F-HRTimeline
Texas Yale Capital Corp.12,413$1.61M0.05%013F-HRTimeline
Dynamic Technology Lab Private Ltd12,270$1.59M0.36%new13F-HRTimeline
Probity Advisors, Inc.11,785$1.53M0.24%-58613F-HRTimeline
Entropy Technologies, LP11,550$1.5M0.08%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,465$1.49M<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,337$1.47M<0.01%new13F-HRTimelineGroup
Turn8 Private Wealth Inc.11,122$1.45M1.04%+10413F-HRTimeline
SIGNATUREFD, LLC10,714$1.39M0.02%+10513F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC10,645$1.38M0.01%-9,97713F-HRTimeline
Cambridge Investment Research Advisors,…10,530$1.37M<0.01%+10213F-HRTimeline
Fulton Bank, N.A.10,101$1.31M0.05%-3,55913F-HRTimeline
Independent Advisor Alliance9,873$1.28M0.03%+72713F-HRTimeline
Smithfield Trust Co9,766$1.27M0.06%013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…9,618$1.25M0.03%013F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…9,571$1.24M0.07%new13F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV9,395$1.22M0.16%-8513F-HRTimeline
FIRST AMERICAN BANK9,360$1.21M0.07%013F-HRTimeline
Berger Financial Group, Inc9,350$1.21M0.07%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,297$1.21M<0.01%-39513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC9,170$1.19M<0.01%-3,33513F-HRTimelineGroup
Raleigh Capital Management Inc.9,168$1.19M0.43%-2,96213F-HRTimeline
Abacus Wealth Partners, LLC9,121$1.18M0.12%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,888$1.15M0.03%-7,22113F-HRTimelineGroup
Tacita Capital Inc8,656$1.12M0.65%+28913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,627$1.12M0.03%-10213F-HRTimeline
Compound Planning, Inc.8,555$1.11M0.03%+53513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,417$1.09M<0.01%+7013F-HRTimeline
LOUISBOURG INVESTMENTS INC.8,400$1.09M0.22%-2813F-HRTimeline
Ausdal Financial Partners, Inc.8,308$1.08M0.05%+10113F-HRTimeline
Ashton Thomas Private Wealth, LLC8,173$1.06M0.03%+913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,099$1.05M0.04%-7513F-HRTimeline
Redhawk Wealth Advisors, Inc.8,080$1.05M0.12%+1,09113F-HRTimeline
Callan Family Office, LLC7,837$1.02M0.02%+6,05013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,816$1.01M<0.01%+75413F-HRTimeline
SYON CAPITAL LLC7,795$1.01M0.05%+74713F-HRTimeline
D.A. DAVIDSON & CO.7,480$971K0.01%+97413F-HRTimeline
Verdence Capital Advisors LLC7,417$963K0.06%-1,12613F-HRTimeline
IFG Advisory, LLC7,397$960K0.04%-2,41913F-HRTimeline
BLAIR WILLIAM & CO/IL7,343$953K<0.01%-64313F-HRTimeline
Baskin Financial Services Inc.7,067$918K0.07%013F-HRTimeline
Parrish Capital LLC6,981$906K0.82%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,979$906K0.01%-1,60313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,932$900K0.02%-34813F-HRTimeline
IEQ CAPITAL, LLC6,864$891K<0.01%+39713F-HRTimeline
Wealthspire Advisors, LLC6,835$887K0.01%+60513F-HRTimeline
MAIRS & POWER INC6,746$876K0.01%013F-HRTimeline
HRT FINANCIAL LP6,731$873K<0.01%+1,41013F-HRTimeline
TI-TRUST, INC6,692$869K0.54%013F-HRTimeline
Frank, Rimerman Advisors LLC6,664$865K0.05%+2,30513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,565$852K<0.01%13F-HRTimelineGroup
OSSIAM6,476$842K0.02%-7,37013F-HRTimeline
WEALTH ALLIANCE, LLC6,425$834K0.08%-2,16813F-HRTimeline
Advisors Asset Management, Inc.6,413$832K0.01%-2,17713F-HR/ATimeline
Ethic Inc.6,317$820K0.01%+2,00613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC6,051$813K0.01%-2,23013F-HRTimeline
Busey Bank6,249$811K0.02%+22313F-HRTimeline
Dorsey & Whitney Trust CO LLC6,081$789K0.04%+213F-HRTimeline
Harbour Trust & Investment Management Co5,955$773K0.08%-2013F-HRTimeline
Sequoia Financial Advisors, LLC5,923$769K<0.01%+25313F-HRTimeline
GROUP ONE TRADING LLC5,866$761K0.02%+2,99513F-HRTimeline
Merit Financial Group, LLC5,816$755K0.01%+1,18213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,781$750K0.01%+32313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,590$726K<0.01%-8813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,583$725K0.01%-113F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC5,401$723K0.05%+14513F-HRTimelineGroup
Ipswich Investment Management Co., Inc.5,485$712K0.16%013F-HRTimeline
Tradition Wealth Management, LLC5,474$710K0.05%-513F-HRTimeline
VAUGHAN & Co SECURITIES, INC.5,411$702K0.36%-12913F-HRTimeline
Midwest Trust Co5,380$698K0.01%+58613F-HRTimeline
Ignite Planners, LLC5,109$696K0.11%-4,52613F-HRTimeline
Steward Partners Investment Advisory, L…5,344$694K<0.01%-1,10013F-HRTimeline
HighPoint Advisor Group LLC5,336$693K0.02%-40513F-HRTimeline
Passumpsic Savings Bank5,314$690K0.38%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,873$633K0.01%+48613F-HRTimelineGroup
Curi Capital, LLC4,848$629K0.01%+913F-HRTimeline
World Investment Advisors4,835$628K0.01%-13313F-HR/ATimeline
Caprock Group, LLC4,821$626K0.01%+5713F-HRTimeline
WELLINGTON-ALTUS USA INC.4,465$620K0.46%13F-HRTimeline
Bridgewater Associates, LP4,759$619K<0.01%-41013F-HRTimeline
Sand Hill Global Advisors, LLC4,682$608K0.02%+11313F-HRTimeline
HB Wealth Management, LLC4,650$604K<0.01%+49513F-HRTimeline
MAI Capital Management4,640$602K<0.01%+9813F-HRTimeline
Heck Capital Advisors, LLC4,636$602K0.04%new13F-HRTimeline
Ellenbecker Investment Group4,505$585K0.08%013F-HRTimeline
XPONANCE LLC4,489$584K<0.01%new13F-HRTimeline
Code Waechter LLC4,486$582K0.37%+7513F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,476$581K0.11%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,464$579K0.01%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,453$578K0.36%-5513F-HRTimeline
MQS Management LLC4,432$575K0.34%new13F-HRTimeline
PDS Planning, Inc4,399$571K0.04%+4713F-HRTimeline
Boltwood Capital Management4,375$568K0.15%013F-HRTimeline
Biltmore Family Office, LLC4,360$566K0.08%013F-HRTimeline
VestGen Advisors, LLC4,343$564K0.02%+92413F-HRTimeline
CERTUITY, LLC4,200$545K0.03%-27813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC4,194$544K0.07%-1,70113F-HRTimeline
Avant Financial Advisors LLC4,160$540K0.39%+2,08013F-HRTimeline
CWM, LLCin group CWM, LLC4,150$539K<0.01%+6013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC4,112$534K0.01%-26713F-HRTimeline
Legacy Financial Advisors, Inc.4,101$532K0.07%+89713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,093$531K-341Timeline
SILVERLAKE WEALTH MANAGEMENT LLC4,014$521K0.12%+613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC4,000$519K0.16%013F-HRTimeline
NWAM LLC3,666$502K0.03%-11313F-HRTimeline
West Family Investments, Inc.3,854$500K0.12%013F-HRTimeline
Crescent Grove Advisors, LLC3,839$498K0.05%013F-HRTimeline
DAVIS-REA LTD.3,800$494K0.12%-20313F-HRTimeline
Mediolanum International Funds Ltd3,764$492K<0.01%+70913F-HRTimeline
KLCM Advisors, Inc.3,779$490K0.04%-38313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,724$484K<0.01%+75913F-HRTimelineGroup
Farther Finance Advisors, LLC3,715$482K0.01%+1,08813F-HRTimeline
Quilter Plcin group Quilter Plc3,710$482K0.01%013F-HRTimelineGroup
PCM Encore, LLC3,707$481K0.1%13F-HRTimeline
Annex Advisory Services, LLC3,704$481K0.01%+24513F-HRTimeline
Dixon Mitchell Investment Counsel Inc.3,662$476K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,666$476K0.02%+35313F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.3,644$473K0.05%13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,558$462K0.06%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,535$459K<0.01%+36813F-HRTimelineGroup
INTRUST BANK NA3,501$454K0.04%-20913F-HRTimeline
PUZO MICHAEL J3,500$454K0.12%013F-HRTimeline
Vantage Financial Partners, LLC3,465$450K0.09%+413F-HRTimeline
Prospera Financial Services Inc3,438$446K0.01%+3513F-HRTimeline
AVALON CAPITAL MANAGEMENT3,425$445K0.11%013F-HRTimeline
Versant Capital Management, Inc3,286$426K0.05%+32313F-HRTimeline
ROCKLAND TRUST CO3,243$421K0.02%+32313F-HRTimeline
PINEBRIDGE INVESTMENTS LLC2,336$416K<0.01%13F-HR/ATimeline
AE Wealth Management LLC3,185$413K<0.01%-36313F-HRTimeline
Geneos Wealth Management Inc.3,125$406K0.01%013F-HRTimeline
ISTHMUS PARTNERS, LLC3,091$401K0.04%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,087$401K<0.01%-33913F-HRTimelineGroup
WEDBUSH SECURITIES INC3,066$398K0.01%-3413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,062$397K0.05%013F-HRTimeline
Checchi Capital Advisers, LLC3,053$396K0.03%-7813F-HRTimeline
LANARK FINANCIAL, INC.3,049$396K0.03%-11513F-HRTimeline
Bridgewater Advisors Inc.2,869$390K0.03%013F-HRTimeline
TWINBEECH CAPITAL LP3,001$390K0.03%new13F-HRTimeline
DANSKE BANK A/S2,977$387K<0.01%-34013F-HRTimeline
UMB Bank, n.a.2,976$386K0.01%-1,61813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,961$384K<0.01%+49913F-HRTimelineGroup
BAYBAN2,943$382K0.34%13F-HRTimeline
Five Oceans Advisors2,938$381K0.13%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,855$371K<0.01%+95813F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC2,837$368K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,802$364K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp2,783$361K0.26%-6113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,782$361K<0.01%+16313F-HRTimelineGroup
Parallel Advisors, LLC2,759$358K0.01%+113F-HRTimeline
DIVERSIFIED TRUST CO2,740$356K0.01%-57513F-HRTimeline
FIRST MERCHANTS CORP2,716$353K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,699$350K0.12%-213F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.2,688$350K0.19%new13F-HRTimeline
Keudell/Morrison Wealth Management2,680$348K0.07%13F-HRTimeline
ALONGSIDE, LLC2,673$347K0.12%13F-HRTimeline
Fielder Capital Group LLC2,640$343K0.07%013F-HRTimeline
NewEdge Advisors, LLC2,640$343K<0.01%-50013F-HRTimeline
SMITH, MOORE & CO.2,636$342K0.03%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,564$333K0Timeline
Arkos Global Advisors2,557$332K0.04%013F-HRTimeline
SBI Securities Co., Ltd.2,549$331K0.01%-6013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,542$330K0.01%013F-HRTimeline
CVA Family Office, LLC2,512$326K0.04%013F-HRTimeline
Performance Wealth Partners, LLC2,500$324K0.01%013F-HRTimeline
Argent Trust Co2,487$323K0.01%-28513F-HRTimeline
First Business Financial Services, Inc.2,462$320K0.03%-3013F-HRTimeline
AlphaCore Capital LLC2,419$314K0.01%+39313F-HRTimeline
North Star Investment Management Corp.2,417$314K0.02%+2813F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,412$313K0.09%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,394$311K0.01%+1713F-HRTimelineGroup
Bogart Wealth, LLC2,381$309K0.01%+17913F-HRTimeline