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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

642 managers (659 13F filers) reported a position in BMO shares at 2026-06-30, 335,376,724 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers
642
13F filers
659
New
86
Added
212
Reduced
214
Sold out
63
Shares held by filers
335,376,724

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Nilsine Partners, LLC2,198$388K0.03%+1513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,189$387K0.05%013F-HRTimelineGroup
Fund Advisors of America Inc/FL2,185$386K0.35%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC2,175$384K0.06%013F-HRTimeline
SWISS RE LTDin group SWISS RE LTD2,149$380K0.03%+1,85913F-HRTimelineGroup
Income Insurance Ltd2,132$377K0.22%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SEEDS INVESTOR LLC2,102$371K0.04%+913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,088$369K0.03%-36013F-HRTimelineGroup
Bluespring Wealth Management, LLC2,087$369K0.01%+3913F-HRTimeline
J.W. COLE ADVISORS, INC.2,080$368K0.01%-14813F-HRTimeline
Riverpoint Wealth Management Holdings, …2,075$367K0.07%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,058$364K0.01%new13F-HRTimeline
Plancorp, LLC2,009$359K0.01%+1313F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …2,029$359K0.18%+41413F-HRTimelineGroup
Frisch Financial Group, Inc.2,028$358K0.06%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,026$358K<0.01%-71013F-HRTimelineGroup
ALGERT GLOBAL LLC2,022$357K<0.01%-10913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,017$356K<0.01%+1813F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC2,000$353K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC1,977$349K<0.01%new13F-HRTimeline
Saxony Capital Management, LLC1,975$349K0.16%013F-HRTimeline
ERn Financial, LLC1,971$348K0.06%+29113F-HRTimeline
GREENWOOD GEARHART LLC1,912$338K0.02%+29013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,887$333K<0.01%-2,26913F-HRTimelineGroup
MSH Capital Advisors LLC1,877$332K0.06%-7513F-HRTimeline
Ballentine Partners, LLC1,819$321K<0.01%-3313F-HRTimeline
Hexagon Capital Partners LLC1,815$321K0.05%-5413F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,775$318K0.04%013F-HRTimeline
Empirical Asset Management, LLC1,793$317K0.07%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,784$315K0.11%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,773$313K0.05%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,767$312K0.04%-5613F-HRTimeline
INTRUST BANK NA1,765$312K0.02%-1,72213F-HRTimeline
AlphaCore Capital LLC1,763$312K0.01%new13F-HRTimeline
Cromwell Holdings LLC1,739$307K0.14%013F-HRTimeline
Krane Financial Solutions LLC1,738$307K0.19%013F-HRTimeline
Venturi Wealth Management, LLC1,714$303K0.01%new13F-HRTimeline
PFG Investments, LLC1,707$302K0.01%+9713F-HRTimeline
Affinity Capital Advisors, LLC1,710$301K0.04%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,702$301K<0.01%013F-HRTimelineGroup
Aldebaran Capital, LLC1,700$300K0.23%013F-HRTimeline
RiverFront Investment Group, LLC1,700$300K<0.01%new13F-HRTimeline
SkyOak Wealth, LLC1,700$300K0.05%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,700$300K0.15%013F-HRTimeline
Oslo Pensjonsforsikring AS1,700$300K0.03%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,691$299K<0.01%+19713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC1,690$299K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,672$295K<0.01%013F-HRTimelineGroup
NATURAL INVESTMENTS, LLC1,627$287K0.06%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,623$287K0.04%013F-HRTimeline
CWA Asset Management Group, LLC1,623$287K0.01%new13F-HRTimeline
ALTFEST L J & CO INC1,620$286K0.03%013F-HRTimeline
Operose Advisors LLC1,606$284K0.05%new13F-HRTimeline
Ironwood Investment Counsel, LLC1,605$284K0.04%013F-HRTimeline
PDT Partners, LLC1,600$283K0.01%013F-HRTimeline
Trust Investment Advisors1,598$282K0.13%+913F-HRTimeline
Campbell & CO Investment Adviser LLC1,575$278K0.01%-14,37413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,575$278K0.04%new13F-HRTimeline
NewEdge Advisors, LLC1,564$276K<0.01%-32013F-HRTimeline
Measured Wealth Private Client Group, L…1,556$275K0.07%-25213F-HRTimeline
55 North Private Wealth, LLC1,531$271K0.05%new13F-HRTimeline
BETO FINANCIAL GROUP, LLC1,518$270K0.14%+413F-HRTimeline
KOM Wealth Management Group, LLC1,528$270K0.16%+513F-HRTimeline
Greykasell Wealth Strategies, Inc.1,521$269K0.1%013F-HRTimeline
ExodusPoint Capital Management, LP1,520$269K<0.01%new13F-HRTimeline
Caldwell Trust Co1,500$265K0.02%013F-HRTimeline
KPP Advisory Services LLC1,476$261K0.03%new13F-HRTimeline
GREENLEAF TRUST1,471$260K<0.01%new13F-HRTimeline
Tradewinds, LLC.166$258K0.06%new13F-HRTimeline
Mutual Advisors, LLC1,448$256K<0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,426$252K<0.01%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,424$252K0.08%new13F-HRTimeline
Argent Trust Co1,417$250K0.01%-59513F-HRTimeline
WEBSTER BANK, N. A.1,400$247K0.02%013F-HRTimeline
Winning Points Advisors, LLC1,400$247K0.33%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,388$245K0.08%-1,16613F-HRTimeline
Bahl & Gaynor LLC1,385$245K<0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,375$243K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors1,373$243K<0.01%-40213F-HRTimeline
LVW Advisors, LLC1,367$242K0.02%new13F-HRTimeline
FORM Wealth Advisors, LLC1,362$241K0.03%-16513F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,361$240K0.03%new13F-HRTimeline
Goldstein Advisors, LLC1,348$238K0.02%new13F-HRTimeline
CHOREO, LLC1,342$237K<0.01%-23813F-HRTimeline
Canoe Financial LP1,336$236K<0.01%-10613F-HRTimeline
RHUMBLINE ADVISERS1,320$233K<0.01%+26313F-HRTimeline
LOM Asset Management Ltd930$233K0.06%013F-HRTimeline
One Degree Advisors Inc1,307$232K0.05%new13F-HRTimeline
Braun-Bostich & Associates Inc.1,308$231K0.13%new13F-HRTimeline
Manchester Capital Management LLC1,305$231K0.03%-8213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,300$230K<0.01%+313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,299$230K<0.01%-4,75213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,290$228K<0.01%-21113F-HRTimeline
Keudell/Morrison Wealth Management1,283$227K0.04%-1,07013F-HRTimeline
Wealthspire Advisors, LLC1,273$225K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,340$225K0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC1,243$220K0.01%-2,01713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,243$220K<0.01%-73213F-HRTimelineGroup
Waverly Advisors, LLC1,243$220K<0.01%new13F-HRTimeline
Compass Wealth Management LLC1,240$219K0.04%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,237$219K<0.01%new13F-HRTimeline
Applied Capital LLC/FL1,215$215K0.14%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,206$213K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,200$212K<0.01%new13F-HRTimelineGroup
Mawer Investment Management Ltd.1,195$211K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC1,191$210K<0.01%-17,87713F-HRTimeline
OARSMAN CAPITAL, INC.1,178$208K0.02%new13F-HRTimeline
SlateStone Wealth, LLC1,177$208K0.02%new13F-HRTimeline
Global Retirement Partners, LLC1,173$207K<0.01%13F-HRTimeline
Brucke Financial, Inc.1,169$207K0.09%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,165$206K<0.01%new13F-HRTimeline
Apella Capital, LLC1,153$206K<0.01%new13F-HRTimeline
Manske Wealth Management1,160$205K0.05%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,158$205K<0.01%-98513F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC1,152$204K0.12%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,138$201K0.01%+34413F-HRTimelineGroup
Carter Financial Group, INC.1,135$201K0.1%new13F-HRTimeline
Hanson & Doremus Investment Management1,000$177K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$177K0.01%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,000$177K0.01%013F-HRTimelineGroup
CENTRAL TRUST Co970$171K<0.01%+41513F-HRTimeline
DANSKE BANK A/S913$161K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC858$152K0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,707$148K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK837$148K<0.01%-713F-HRTimelineGroup
UMB Bank, n.a.836$148K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC798$141K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC787$139K<0.01%013F-HRTimeline
HM PAYSON & CO762$135K<0.01%013F-HRTimeline
GAMMA Investing LLC742$131K<0.01%-90513F-HRTimeline
DHJJ Financial Advisors, Ltd.736$130K0.04%013F-HRTimeline
Grove Bank & Trust710$125K0.01%013F-HRTimeline
Olistico Wealth, LLC700$124K0.05%013F-HRTimeline
Caitong International Asset Management …652$115K0.02%new13F-HRTimeline
TRUST CO OF VERMONT651$115K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB596$105K<0.01%+413F-HRTimeline
CX Institutional554$98K<0.01%-1613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…552$97.2K0.03%+14613F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…378$94.8K0.04%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC516$91.1K<0.01%+413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP500$88.3K0.01%013F-HRTimeline
EASTERN BANK496$87.6K<0.01%new13F-HRTimeline
Bayforest Capital Ltd490$86.6K0.08%-52013F-HRTimeline
BAYBAN489$86.4K0.07%013F-HRTimeline
Retirement Wealth Solutions LLC487$86.1K0.05%-2213F-HRTimeline
Larson Financial Group LLC471$83.2K<0.01%+8413F-HRTimeline
Birchwood Financial Partners, Inc.467$82.5K0.07%013F-HRTimeline
JNBA Financial Advisors457$80.8K0.01%+1713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.442$78.1K0.03%-7013F-HRTimeline
Basecamp Wealth Advisors LLC417$73.7K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC400$70.9K0.06%013F-HRTimeline
Crewe Advisors LLC400$70.7K0.01%013F-HRTimeline
Highland Investment Advisors LLC355$62.7K0.03%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.354$62.6K0.01%-61813F-HRTimeline
Institute for Wealth Management, LLC.354$62.6K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.352$62.4K0.05%013F-HRTimeline
Winch Advisory Services, LLC350$61.8K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.347$61.3K0.03%new13F-HRTimeline
IAG Wealth Partners, LLC335$59.2K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC333$59K<0.01%+213F-HRTimelineGroup
LRI Investments, LLC307$54.2K<0.01%+1313F-HRTimeline
JPL Wealth Management, LLC301$53.2K0.01%+14813F-HRTimeline
Truvestments Capital LLC300$53K0.01%013F-HRTimeline
CDKV HOLDINGS LLC300$53K0.04%-11213F-HRTimeline
True Wealth Design, LLC297$52.5K0.01%013F-HRTimeline
Meramec Financial Planners, LLC293$52.3K0.02%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…278$49.1K<0.01%-21,27213F-HRTimeline
IFP Advisors, Inc273$48.2K<0.01%+713F-HRTimeline
Bank & Trust Co263$46.5K0.03%013F-HRTimeline
Financial Management Professionals, Inc.260$45.9K<0.01%-1513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.254$44.9K0.03%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC233$41.2K<0.01%+14313F-HRTimeline
FIRST HORIZON CORP207$36.6K<0.01%+3913F-HRTimeline
Trust Co193$34.1K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC178$31.5K0.02%013F-HRTimeline
Bare Financial Services, Inc163$28.8K0.01%+7013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …160$28.2K<0.01%new13F-HRTimelineGroup
Commonwealth Retirement Investments LLC139$24.6K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC134$24K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.134$23.6K0.01%+113F-HRTimeline
Blue Trust, Inc.133$23.5K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC132$23.3K<0.01%+1113F-HRTimeline
Kilter Group LLC132$23.3K0.01%+11013F-HRTimeline
Indiana Trust & Investment Management Co130$23K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC125$22.1K<0.01%013F-HRTimeline
MCF Advisors LLC110$19.4K<0.01%013F-HRTimeline
SFAM, LLC110$19.4K0.02%013F-HRTimeline
Essential Partners LLC109$19.3K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.107$18.9K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP102$18K0.02%+7013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC101$17.8K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC100$17.7K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC88$15.6K<0.01%-12,98913F-HRTimeline
Rossby Financial, LCC85$15K<0.01%+413F-HRTimeline
FINANCIAL CONSULATE, INC80$14.1K<0.01%+1013F-HRTimeline
GHP Investment Advisors, Inc.79$14K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC79$14K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.75$13.3K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…71$12.5K<0.01%013F-HRTimeline
Westside Investment Management, Inc.70$12.4K<0.01%013F-HRTimeline