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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

546 managers (560 13F filers) reported a position in BMO shares at 2025-03-31, 345,268,985 shares in all. 69 filers opened a position and 46 filers sold out during the quarter.

Managers
546
13F filers
560
New
69
Added
186
Reduced
168
Sold out
46
Shares held by filers
345,268,985

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
North Star Investment Management Corp.2,389$228K0.02%013F-HRTimeline
Legacy Financial Advisors, Inc.2,386$228K0.04%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,336$223K<0.01%013F-HRTimelineGroup
PATTEN & PATTEN INC/TN2,328$222K0.01%013F-HRTimeline
PARK NATIONAL CORP /OH/2,325$222K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC2,287$218K0.01%-57813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,282$218K0.01%+76813F-HRTimelineGroup
INTRUST BANK NA2,281$218K0.02%+5213F-HRTimeline
West Family Investments, Inc.2,277$217K0.08%013F-HRTimeline
Annex Advisory Services, LLC2,257$216K0.01%+2513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,253$215K<0.01%-2,26313F-HRTimelineGroup
Total Clarity Wealth Management, Inc.2,185$212K0.07%013F-HRTimeline
Plancorp, LLC2,209$211K0.01%new13F-HRTimeline
Advisory Services Network, LLC2,203$210K<0.01%new13F-HRTimeline
Bogart Wealth, LLC2,202$210K0.01%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,200$210K0.01%013F-HRTimeline
GREENLEAF TRUST2,190$209K<0.01%new13F-HRTimeline
CHOREO, LLC2,178$208K<0.01%+5013F-HRTimeline
Townsend & Associates, Inc2,225$205K0.02%013F-HRTimeline
Investors Research Corp2,102$201K0.04%+6513F-HRTimeline
Ausdal Financial Partners, Inc.2,095$200K0.02%013F-HRTimeline
FDx Advisors, Inc.2,099$200K0.07%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,067$197K<0.01%+1,62813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.2,012$192K0.01%-43,82413F-HRTimelineGroup
SBI Securities Co., Ltd.1,845$176K0.01%+35513F-HRTimeline
GeoWealth Management, LLC1,798$172K0.01%+64313F-HRTimeline
Cromwell Holdings LLC1,739$166K0.11%013F-HRTimeline
Allworth Financial LP1,737$166K<0.01%+3013F-HRTimeline
Trifecta Capital Advisors, LLC1,700$162K0.03%-60013F-HRTimeline
PINNEY & SCOFIELD, INC.1,700$162K0.12%013F-HRTimeline
GAMMA Investing LLC1,570$150K0.01%013F-HR/ATimeline
Greykasell Wealth Strategies, Inc.1,521$145K0.08%new13F-HRTimeline
Caldwell Trust Co1,500$143K0.02%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,595$138K0.01%013F-HRTimeline
WEBSTER BANK, N. A.1,400$134K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,385$132K0.03%-10313F-HRTimeline
Oslo Pensjonsforsikring AS1,300$124K0.02%-2,40013F-HRTimeline
Compass Wealth Management LLC1,240$118K0.03%013F-HRTimeline
Operose Advisors LLC1,200$115K0.04%-1,09313F-HRTimeline
Hexagon Capital Partners LLC1,128$108K0.02%+8113F-HRTimeline
PRIVATE TRUST CO NA1,101$105K0.01%+24313F-HRTimeline
Retirement Wealth Solutions LLC1,086$104K0.08%013F-HRTimeline
Caitong International Asset Management …1,073$102K0.08%new13F-HRTimeline
RHUMBLINE ADVISERS1,061$101K<0.01%+1213F-HR/ATimeline
MATHER GROUP, LLC.1,055$101K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,051$100K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$95.5K0.01%013F-HRTimelineGroup
WASHINGTON TRUST Co1,000$95.5K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC980$93.6K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC960$91.7K0.02%013F-HRTimeline
TRUST CO OF VERMONT901$86.1K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …900$86K0.17%new13F-HRTimeline
WHITTIER TRUST CO900$86K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…834$79.7K0.01%-3013F-HRTimeline
Ridgewood Investments LLC772$73.7K0.03%013F-HRTimeline
DHJJ Financial Advisors, Ltd.736$70.3K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.731$69.8K0.03%-14813F-HRTimeline
MassMutual Private Wealth & Trust, FSB713$68.1K<0.01%+3313F-HRTimeline
Grove Bank & Trust710$67.8K0.01%+20013F-HRTimeline
Olistico Wealth, LLC700$66.9K0.04%013F-HRTimeline
Garde Capital, Inc.682$65.1K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.643$61.4K<0.01%+3113F-HRTimeline
MONTAG & CALDWELL, LLC617$58.9K0.01%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…600$57.6K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC557$53.2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co550$52.5K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC505$48.2K0.01%+40513F-HRTimeline
JNBA Financial Advisors500$47.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC493$47K<0.01%+613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK491$46.9K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC467$45K<0.01%+6213F-HRTimelineGroup
Wayfinding Financial, LLC469$44K0.02%new13F-HRTimeline
HM PAYSON & CO440$42K<0.01%new13F-HRTimeline
CX Institutional441$42K<0.01%new13F-HRTimeline
Truvestments Capital LLC408$39K0.01%new13F-HRTimeline
Crewe Advisors LLC400$38.2K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL400$38.2K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC373$35.6K<0.01%new13F-HRTimeline
Bayforest Capital Ltd359$34.3K0.01%new13F-HR/ATimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…350$33.5K0.01%013F-HRTimeline
Winch Advisory Services, LLC350$33.4K0.01%013F-HRTimeline
Addison Advisors LLC344$32.9K0.01%+1113F-HRTimeline
IAG Wealth Partners, LLC335$32K<0.01%013F-HRTimeline
IFP Advisors, Inc294$28.1K<0.01%-1913F-HRTimeline
Bank & Trust Co263$25.1K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.259$24.7K0.02%013F-HRTimeline
Princeton Global Asset Management LLC250$23.9K<0.01%-35013F-HRTimeline
VISION FINANCIAL MARKETS LLC200$19.1K0.02%-20013F-HRTimeline
JFS WEALTH ADVISORS, LLC198$18.9K<0.01%013F-HRTimeline
Larson Financial Group LLC193$18.4K<0.01%new13F-HRTimeline
WFA Asset Management Corp181$17.7K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC178$17K0.01%013F-HRTimeline
Financial Management Professionals, Inc.173$16.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC170$16.2K<0.01%-2813F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC150$14.3K<0.01%new13F-HRTimelineGroup
LRI Investments, LLC150$14.3K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC143$13.7K0.01%+413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.129$12.3K<0.01%013F-HRTimeline
Blue Trust, Inc.126$12K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC125$11.9K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC120$11.5K0.01%-3313F-HRTimeline
MCF Advisors LLC110$10.5K<0.01%013F-HRTimeline
Hemington Wealth Management95$9K<0.01%013F-HRTimeline
Ravenstone Capital Management Inc.82$7.83K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.79$7.55K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC75$7.16K0.01%013F-HRTimeline
Signature Resources Capital Management,…71$6.78K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.68$6.5K<0.01%-1013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC65$6.21K<0.01%013F-HRTimeline
CoreCap Advisors, LLC64$6.12K<0.01%-7213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…63$6K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc58$5.54K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC58$5.46K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.56$5.35K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding56$5.34K0Timeline
McIlrath & Eck, LLC55$5.25K<0.01%013F-HRTimeline
Financial Avengers, Inc.50$4.78K<0.01%013F-HR/ATimeline
Runnymede Capital Advisors, Inc.50$4.78K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC49$4.68K<0.01%+2513F-HRTimeline
Accent Capital Management, LLC49$4.68K<0.01%new13F-HRTimeline
Point72 (DIFC) Ltd49$4.65K<0.01%new13F-HRTimeline
Financial Perspectives, Inc47$4.49K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC44$4.2K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc43$4.15K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC43$4.11K<0.01%-313F-HRTimeline
NewSquare Capital LLC41$3.92K<0.01%+313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC40$3.82K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC35$3.34K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP32$3.06K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.30$2.86K<0.01%-2,41413F-HRTimeline
Leonteq Securities AG26$2.48K<0.01%new13F-HRTimeline
Bare Financial Services, Inc24$2.29K<0.01%new13F-HRTimeline
Sandy Spring Bank23$2.2K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC26$2K<0.01%-413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15$1.43K<0.01%-8113F-HRTimelineGroup
Arax Advisory Partners14$1.34K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC13$1.24K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12$1.15K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC12$1.15K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.9$860<0.01%013F-HRTimeline
Pineridge Advisors LLC6$591<0.01%-9013F-HRTimeline
Bell Investment Advisors, Inc5$478<0.01%-713F-HRTimeline
High Note Wealth, LLC3$287<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-24013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.