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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

619 managers (638 13F filers) reported a position in BMO shares at 2026-03-31, 327,918,732 shares in all. 63 filers opened a position and 49 filers sold out during the quarter.

Managers
619
13F filers
638
New
63
Added
208
Reduced
213
Sold out
49
Shares held by filers
327,918,732

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RITHOLTZ WEALTH MANAGEMENT18,095$2.45M0.04%+2,54213F-HRTimeline
Silver Lake Advisory, LLC17,606$2.38M0.95%-1,25213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC17,360$2.35M0.17%-42013F-HRTimeline
First Bank & Trust17,295$2.34M0.38%+16013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding16,977$2.3M+1,748Timeline
Janney Montgomery Scott LLC16,862$2.28M0.01%-2,92313F-HRTimeline
Vise Technologies, Inc.17,151$2.23M0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,041$2.17M<0.01%+2,13713F-HRTimelineGroup
Campbell & CO Investment Adviser LLC15,949$2.16M0.12%-12,92213F-HRTimeline
Trexquant Investment LP14,799$2M0.01%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…14,716$1.99M<0.01%+2,01613F-HRTimelineGroup
Orion Porfolio Solutions, LLC14,720$1.99M0.02%+7413F-HRTimeline
Union Bancaire Privee, UBP SA14,987$1.98M0.03%+12513F-HRTimeline
Plato Investment Management Ltd14,305$1.93M0.13%+13,83613F-HRTimeline
Crossmark Global Holdings, Inc.13,890$1.88M0.03%-2,08613F-HRTimeline
Curbstone Financial Management Corp13,634$1.85M0.35%-5013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,099$1.77M0.03%+6,16713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,077$1.77M0.04%-5,18713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,928$1.75M0.01%-32913F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW12,529$1.69M0.26%-21713F-HRTimelineGroup
Texas Yale Capital Corp.12,213$1.65M0.05%-20013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,769$1.59M<0.01%-2,28413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,755$1.59M0.01%+2,45813F-HRTimelineGroup
Dynamic Technology Lab Private Ltd11,470$1.55M0.25%-80013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,465$1.55M<0.01%013F-HRTimelineGroup
Probity Advisors, Inc.11,453$1.55M0.25%-33213F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC11,373$1.54M0.02%-18,21213F-HRTimelineGroup
SIGNATUREFD, LLC11,353$1.54M0.02%+63913F-HRTimeline
Turn8 Private Wealth Inc.11,215$1.51M0.95%+9313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,100$1.5M0.02%-496,68213F-HRTimelineGroup
&PARTNERS10,877$1.47M0.01%-2,37213F-HRTimeline
Cambridge Investment Research Advisors,…10,697$1.45M<0.01%+16713F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC10,695$1.45M0.01%+5013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…10,675$1.45M0.09%+1,10413F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.10,458$1.42M0.16%+2,37813F-HRTimeline
Smithfield Trust Co9,766$1.32M0.06%013F-HRTimeline
BLAIR WILLIAM & CO/IL9,697$1.31M<0.01%+2,35413F-HRTimeline
Independent Advisor Alliance9,670$1.31M0.01%-20313F-HRTimeline
Compound Planning, Inc.9,660$1.31M0.04%+1,10513F-HRTimeline
Atria Investments, Inc9,545$1.29M0.01%-3,85913F-HRTimeline
HB Wealth Management, LLC9,484$1.28M0.01%+4,83413F-HRTimeline
FIRST AMERICAN BANK9,360$1.27M0.08%013F-HRTimeline
Berger Financial Group, Inc9,350$1.27M0.07%013F-HRTimeline
D.A. DAVIDSON & CO.9,331$1.26M0.01%+1,85113F-HRTimeline
Abacus Wealth Partners, LLC9,202$1.25M0.11%+8113F-HRTimeline
Twin Tree Management, LP8,797$1.19M0.25%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV8,770$1.19M0.16%-62513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,738$1.18M0.03%-15013F-HRTimelineGroup
Advisors Asset Management, Inc.8,631$1.17M0.02%+2,21813F-HRTimeline
State of Wyoming8,640$1.17M0.14%new13F-HRTimeline
Tacita Capital Inc8,637$1.17M0.69%-1913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,609$1.17M0.01%+1,63013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC8,545$1.16M0.03%-8213F-HRTimeline
LOUISBOURG INVESTMENTS INC.8,400$1.14M0.21%013F-HRTimeline
Ausdal Financial Partners, Inc.8,306$1.12M0.05%-213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,099$1.1M0.05%013F-HRTimeline
IEQ CAPITAL, LLC8,017$1.09M0.01%+1,15313F-HRTimeline
SYON CAPITAL LLC7,872$1.07M0.05%+7713F-HRTimeline
Callan Family Office, LLC7,808$1.06M0.02%-2913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,575$1.03M<0.01%-84213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,492$1.01M0.01%-472,00013F-HRTimelineGroup
SIMPLEX TRADING, LLC7,488$1.01M0.03%new13F-HRTimeline
Fulton Bank, N.A.7,299$988K0.03%-2,80213F-HRTimeline
OBSIDIAN CIO, LLC7,142$967K0.87%new13F-HRTimeline
Raleigh Capital Management Inc.7,094$960K0.33%-2,07413F-HRTimeline
Mediolanum International Funds Ltd7,177$945K0.01%+3,41313F-HRTimeline
Parrish Capital LLC6,937$939K0.84%-4413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,881$931K<0.01%+1,29113F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC6,878$931K<0.01%-10,47813F-HRTimelineGroup
Dickmeyer Boyce Financial Management, I…6,830$924K0.54%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,810$922K<0.01%+24513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,785$918K<0.01%-1,03113F-HRTimeline
MAIRS & POWER INC6,746$913K0.01%013F-HRTimeline
TI-TRUST, INC6,692$906K0.54%013F-HRTimeline
Frank, Rimerman Advisors LLC6,680$904K0.06%+1613F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP6,534$896K0.41%new13F-HRTimeline
Merit Financial Group, LLC6,447$873K0.01%+63113F-HRTimeline
Sequoia Financial Advisors, LLC6,384$864K<0.01%+46113F-HRTimeline
Dorsey & Whitney Trust CO LLC6,352$860K0.05%+27113F-HRTimeline
PINEBRIDGE INVESTMENTS LLC4,498$848K0.01%+2,16213F-HRTimeline
Caprock Group, LLC6,149$832K0.02%+1,32813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC6,051$819K0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC6,048$819K0.01%+5,57113F-HR/ATimelineGroup
Harbour Trust & Investment Management Co5,935$803K0.09%-2013F-HRTimeline
Busey Bank5,849$792K0.02%-40013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,584$756K0.01%+113F-HRTimelineGroup
OSSIAM5,558$750K0.01%-91813F-HRTimeline
Tradition Wealth Management, LLC5,486$742K0.05%+1213F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,401$740K0.03%new13F-HRTimelineGroup
Verdence Capital Advisors LLC5,438$736K0.04%-1,97913F-HRTimeline
Sand Hill Global Advisors, LLC5,411$732K0.02%+72913F-HRTimeline
HRT FINANCIAL LP5,310$718K<0.01%-1,42113F-HRTimeline
VAUGHAN & Co SECURITIES, INC.5,248$710K0.37%-16313F-HRTimeline
VestGen Advisors, LLC4,630$706K0.02%+28713F-HRTimeline
Quilter Plcin group Quilter Plc3,710$699K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,134$695K<0.01%-21013F-HRTimeline
Farther Finance Advisors, LLC5,011$687K0.01%+1,29613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,051$678K<0.01%new13F-HRTimelineGroup
Legacy Wealth Asset Management, LLC5,002$677K0.16%new13F-HRTimeline
Pacifica Partners Inc.5,005$677K0.22%new13F-HRTimeline
Baskin Financial Services Inc.4,967$673K0.06%-2,10013F-HRTimeline
Ignite Planners, LLC4,941$667K0.1%-16813F-HRTimeline
Ipswich Investment Management Co., Inc.4,810$651K0.15%-67513F-HRTimeline
Curi Capital, LLC4,726$640K0.01%-12213F-HRTimeline
Sivia Capital Partners, LLC4,672$632K0.12%+2,43413F-HRTimeline
Midwest Trust Co4,632$627K0.01%-74813F-HRTimeline
World Investment Advisors4,583$620K0.01%-25213F-HRTimeline
WEALTH ALLIANCE, LLC4,575$619K0.06%-1,85013F-HRTimeline
MAI Capital Management4,560$617K<0.01%-8013F-HRTimeline
Ellenbecker Investment Group4,505$610K0.08%013F-HRTimeline
WELLINGTON-ALTUS USA INC.3,056$606K0.36%-1,40913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,464$604K0.01%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,453$603K0.39%013F-HRTimeline
Boltwood Capital Management4,375$592K0.15%013F-HRTimeline
Biltmore Family Office, LLC4,360$590K0.08%013F-HRTimeline
Qtron Investments LLC4,354$588K0.08%+2,54713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,337$587K0.01%+22513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,286$580K0.02%+62013F-HR/ATimelineGroup
PDS Planning, Inc4,251$575K0.04%-14813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,238$574K0.01%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…4,190$567K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd4,164$564K0.01%-26,31513F-HRTimelineGroup
Versant Capital Management, Inc4,163$563K0.06%+87713F-HRTimeline
Avant Financial Advisors LLC4,160$563K0.4%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,156$562K0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,156$562K<0.01%-71713F-HRTimelineGroup
CERTUITY, LLC4,152$562K0.04%-4813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,125$558K0.01%+3,22713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,115$557K+22Timeline
PCM Encore, LLC4,040$547K0.11%+33313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,020$544K0.11%+613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC4,000$541K0.17%013F-HRTimeline
Legacy Financial Advisors, Inc.3,984$539K0.08%-11713F-HRTimeline
CWM, LLCin group CWM, LLC3,970$537K<0.01%-18013F-HRTimelineGroup
Annex Advisory Services, LLC3,925$531K0.01%+22113F-HRTimeline
Integrated Wealth Concepts LLC3,913$530K<0.01%new13F-HRTimeline
Crescent Grove Advisors, LLC3,839$520K0.05%013F-HRTimeline
KLCM Advisors, Inc.3,779$511K0.04%013F-HRTimeline
DAVIS-REA LTD.3,725$503K0.13%-7513F-HRTimeline
TWINBEECH CAPITAL LP3,700$501K0.05%+69913F-HRTimeline
NWAM LLC3,668$496K0.03%+213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,770$488K<0.01%-4,40013F-HRTimelineGroup
Dixon Mitchell Investment Counsel Inc.3,612$488K0.02%-5013F-HRTimeline
BRIGHTON JONES LLC3,600$487K0.01%new13F-HR/ATimeline
Code Waechter LLC3,582$485K0.29%-90413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,558$482K0.06%013F-HRTimeline
Strategic Investment Advisors / MI3,556$481K0.03%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,543$480K<0.01%-18113F-HRTimelineGroup
PUZO MICHAEL J3,500$474K0.14%013F-HRTimeline
INTRUST BANK NA3,487$472K0.04%-1413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,456$468K<0.01%+65413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,447$467K<0.01%-8813F-HRTimelineGroup
Prospera Financial Services Inc3,438$465K0.01%013F-HRTimeline
AVALON CAPITAL MANAGEMENT3,425$464K0.13%013F-HRTimeline
111 Capital3,288$445K0.11%new13F-HRTimeline
Gateway Wealth Partners, LLC3,260$441K0.02%new13F-HRTimeline
ROCKLAND TRUST CO3,243$439K0.02%013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.3,193$431K0.28%+50513F-HRTimeline
DIVERSIFIED TRUST CO3,161$428K0.01%+42113F-HRTimeline
Checchi Capital Advisers, LLC3,141$425K0.03%+8813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…406,135$423K0.03%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,083$418K<0.01%+22813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,070$416K0.05%+813F-HRTimeline
WEDBUSH SECURITIES INC3,061$414K0.01%-513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,049$413K0.06%-1,14513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,999$406K<0.01%+21713F-HRTimelineGroup
Brooklyn Investment Group2,982$403K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,975$403K0.03%-7413F-HRTimeline
AE Wealth Management LLC2,942$398K<0.01%-24313F-HRTimeline
Five Oceans Advisors2,938$398K0.14%013F-HRTimeline
Parallel Advisors, LLC2,912$394K0.01%+15313F-HR/ATimeline
Summerhill Capital Management lnc.2,907$393K0.34%new13F-HRTimeline
DRW Securities, LLC2,082$392K0.02%new13F-HRTimeline
ISTHMUS PARTNERS, LLC2,891$391K0.04%-20013F-HRTimeline
First Business Financial Services, Inc.2,785$377K0.03%+32313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,773$375K0.01%+37913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,736$370K<0.01%-35113F-HRTimelineGroup
Murphy & Mullick Capital Management Corp2,732$370K0.27%-5113F-HRTimeline
Geneos Wealth Management Inc.2,725$369K0.01%-40013F-HRTimeline
FIRST MERCHANTS CORP2,716$368K0.01%013F-HRTimeline
KINTRA WEALTH, LLC2,660$360K0.03%new13F-HRTimeline
Fielder Capital Group LLC2,640$357K0.08%013F-HRTimeline
SMITH, MOORE & CO.2,636$357K0.03%013F-HRTimeline
GeoWealth Management, LLC2,603$352K0.01%new13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,564$347K0Timeline
Arkos Global Advisors2,557$346K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC2,554$346K0.11%-14513F-HRTimeline
Snowden Capital Advisors LLC2,527$342K0.01%+22113F-HRTimeline
Bridgewater Advisors Inc.2,275$342K0.02%-59413F-HRTimeline
Pure Financial Advisors, LLC2,523$341K<0.01%+59913F-HRTimeline
CVA Family Office, LLC2,512$340K0.04%013F-HRTimeline
Performance Wealth Partners, LLC2,500$338K0.01%013F-HRTimeline
Allworth Financial LP2,494$338K<0.01%+21313F-HRTimeline
SBI Securities Co., Ltd.2,493$337K0.01%-5613F-HRTimeline
Townsend & Associates, Inc2,225$336K0.03%013F-HRTimeline
Modern Wealth Management, LLC2,430$333K0.01%+68213F-HRTimeline
Nilsine Partners, LLC2,183$333K0.03%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC2,453$332K0.03%-38413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,448$331K0.03%+15113F-HRTimelineGroup
North Star Investment Management Corp.2,425$328K0.02%+813F-HRTimeline