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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

552 managers (568 13F filers) reported a position in BMO shares at 2025-06-30, 349,714,945 shares in all. 54 filers opened a position and 48 filers sold out during the quarter.

Managers
552
13F filers
568
New
54
Added
185
Reduced
199
Sold out
48
Shares held by filers
349,714,945

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,200$243K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC2,162$239K0.01%-12513F-HR/ATimeline
FOX RUN MANAGEMENT, L.L.C.2,116$234K0.04%-63713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management2,100$233K<0.01%new13F-HRTimelineGroup
Investors Research Corp2,102$233K0.05%013F-HRTimeline
Ausdal Financial Partners, Inc.2,100$232K0.02%+513F-HRTimeline
Legacy Financial Advisors, Inc.2,093$232K0.04%-29313F-HRTimeline
180 WEALTH ADVISORS, LLC2,081$230K0.03%new13F-HRTimeline
Avant Financial Advisors LLC2,080$230K0.19%new13F-HRTimeline
Riverpoint Wealth Management Holdings, …2,075$230K0.05%new13F-HRTimeline
Bluespring Wealth Management, LLC2,063$228K0.02%new13F-HRTimeline
Allworth Financial LP2,027$224K<0.01%+29013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,011$222K<0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC2,010$222K<0.01%-5,68113F-HR/ATimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC2,000$221K<0.01%new13F-HRTimeline
Plancorp, LLC1,993$220K0.01%-21613F-HRTimeline
Saxony Capital Management, LLC1,975$218K0.17%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,969$218K0.03%-55513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,964$217K<0.01%new13F-HRTimeline
IEQ CAPITAL, LLC1,963$217K<0.01%new13F-HRTimeline
First Affirmative Financial Network1,956$216K0.11%new13F-HRTimeline
GREENLEAF TRUST1,952$216K<0.01%-23813F-HRTimeline
FORM Wealth Advisors, LLC1,932$214K0.03%new13F-HRTimeline
MSH Capital Advisors LLC1,925$213K0.06%new13F-HRTimeline
LANDAAS & CO /WI /ADV1,918$212K0.05%new13F-HRTimeline
Verition Fund Management LLC1,910$211K<0.01%new13F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC1,907$211K0.18%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,906$211K0.01%-74513F-HRTimelineGroup
Savvy Advisors, Inc.1,867$207K0.01%new13F-HRTimeline
Ethic Inc.1,873$204K<0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.1,828$202K0.03%new13F-HRTimeline
SBI Securities Co., Ltd.1,806$200K0.01%-3913F-HRTimeline
Cromwell Holdings LLC1,739$192K0.12%013F-HRTimeline
Trifecta Capital Advisors, LLC1,700$188K0.03%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,700$188K0.13%013F-HRTimeline
GAMMA Investing LLC1,604$177K0.01%+3413F-HRTimeline
Global Retirement Partners, LLC1,541$171K<0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,521$168K0.08%013F-HRTimeline
AlphaCore Capital LLC1,500$166K0.01%new13F-HRTimeline
Caldwell Trust Co1,500$166K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,499$166K<0.01%-9,12613F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC1,437$159K0.01%new13F-HR/ATimeline
Operose Advisors LLC1,404$155K0.04%+20413F-HRTimeline
WEBSTER BANK, N. A.1,400$155K0.02%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,595$144K0.01%013F-HRTimeline
RHUMBLINE ADVISERS1,157$128K<0.01%+9613F-HRTimeline
PRIVATE TRUST CO NA1,114$123K0.01%+1313F-HRTimeline
Retirement Wealth Solutions LLC1,086$120K0.09%013F-HRTimeline
Winthrop Capital Management, LLC1,089$120K0.03%new13F-HRTimeline
GeoWealth Management, LLC1,078$119K<0.01%-72013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,030$114K0.01%+96213F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$111K0.01%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,000$111K0.01%new13F-HRTimelineGroup
Oslo Pensjonsforsikring AS1,000$111K0.02%-30013F-HRTimeline
Iron Horse Wealth Management, LLC980$108K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC960$106K0.02%013F-HRTimeline
TRUST CO OF VERMONT901$99.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO900$99.6K<0.01%013F-HRTimeline
Plato Investment Management Ltd880$97K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…834$92.3K0.01%013F-HRTimeline
Ridgewood Investments LLC772$85.4K0.04%013F-HRTimeline
HM PAYSON & CO762$84.3K<0.01%+32213F-HRTimeline
Wilmington Savings Fund Society, FSB758$83.9K<0.01%-29313F-HRTimeline
DHJJ Financial Advisors, Ltd.736$81.4K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.735$81.3K0.04%+413F-HRTimeline
Bayforest Capital Ltd735$81.3K0.04%+37613F-HRTimeline
Grove Bank & Trust710$78.5K0.01%013F-HRTimeline
Olistico Wealth, LLC700$77.4K0.04%013F-HRTimeline
Garde Capital, Inc.682$75.5K<0.01%013F-HRTimeline
MONTAG & CALDWELL, LLC617$68.3K0.01%013F-HRTimeline
First Horizon Advisors, Inc.614$67.9K<0.01%-2913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…600$66.2K0.02%+25013F-HRTimeline
MassMutual Private Wealth & Trust, FSB586$64.8K<0.01%-12713F-HRTimeline
N.E.W. Advisory Services LLC551$61K0.01%-613F-HRTimeline
CENTRAL TRUST Co550$60.8K<0.01%013F-HRTimeline
Headlands Technologies LLC549$60.7K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK530$58.6K<0.01%+3913F-HRTimelineGroup
JNBA Financial Advisors500$55.3K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC498$55.1K<0.01%+513F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH260$53.1K<0.01%+26013F-HRTimelineGroup
CX Institutional441$49K<0.01%013F-HR/ATimeline
Crewe Advisors LLC420$46.5K0.01%+2013F-HRTimeline
Truvestments Capital LLC408$45.1K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC400$44.3K0.04%+20013F-HRTimeline
Strategic Investment Solutions, Inc. /IL400$44.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC383$42K<0.01%-8413F-HRTimelineGroup
Harbor Asset Planning, Inc.352$39K0.04%13F-HRTimeline
Winch Advisory Services, LLC350$38.7K0.01%013F-HRTimeline
Princeton Global Asset Management LLC350$38.7K0.01%+10013F-HRTimeline
IAG Wealth Partners, LLC335$37.1K<0.01%013F-HRTimeline
IFP Advisors, Inc266$29.4K<0.01%-2813F-HRTimeline
Bank & Trust Co263$29.1K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.259$28.7K0.02%013F-HRTimeline
WFA of San Diego, LLC250$27.7K0.02%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…223$24.7K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC196$21.4K<0.01%+2613F-HRTimeline
Trust Co188$20.8K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC178$19.7K0.01%013F-HRTimeline
Ravenstone Capital Management Inc.175$19.4K0.01%+9313F-HRTimeline
Financial Management Professionals, Inc.173$19.1K<0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC164$18.1K<0.01%+1413F-HRTimelineGroup
COUNTRY TRUST BANK159$17.6K<0.01%new13F-HRTimeline
LRI Investments, LLC150$16.6K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC144$16.3K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC143$15.8K0.01%013F-HRTimeline
Arax Advisory Partners30$15.5K<0.01%+1613F-HRTimeline
WFA Asset Management Corp181$15.2K0.01%013F-HRTimeline
Addison Advisors LLC132$14.6K<0.01%-21213F-HRTimeline
Caitong International Asset Management …131$14.5K0.01%-94213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.130$14.4K0.01%+113F-HRTimeline
Blue Trust, Inc.126$13.9K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC125$13.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC121$13.4K<0.01%-7713F-HRTimeline
SIERRA OCEAN, LLC120$13.3K0.01%013F-HRTimeline
MCF Advisors LLC110$12.2K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC100$11.1K<0.01%-40513F-HRTimeline
Cornerstone Planning Group LLC93$10.4K<0.01%+3513F-HRTimeline
NewSquare Capital LLC91$10.1K<0.01%+5013F-HRTimeline
Hemington Wealth Management95$10K<0.01%013F-HRTimeline
Brooklyn Investment Group86$9.41K<0.01%new13F-HR/ATimeline
GHP Investment Advisors, Inc.79$8.74K<0.01%013F-HRTimeline
Signature Resources Capital Management,…71$7.86K<0.01%013F-HRTimeline
Bare Financial Services, Inc69$7.63K<0.01%+4513F-HRTimeline
GPS Wealth Strategies Group, LLC65$7.19K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.56$6.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC55$6.08K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding55$6.06K-1Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…63$6K<0.01%013F-HRTimelineGroup
Financial Avengers, Inc.50$5.53K<0.01%013F-HRTimeline
Financial Perspectives, Inc47$5.25K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC46$5.09K<0.01%+313F-HRTimeline
Christopher J. Hasenberg, Inc43$4.76K<0.01%013F-HRTimeline
Larson Financial Group LLC42$4.65K<0.01%-15113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC40$4.42K<0.01%013F-HRTimeline
MASECO LLP35$3.91K<0.01%13F-HRTimeline
Western Pacific Wealth Management, LP32$3.54K<0.01%013F-HRTimeline
STEPH & CO25$2.77K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC24$2.67K<0.01%-4013F-HRTimeline
Parkside Financial Bank & Trust23$2.54K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc23$2.54K<0.01%+1813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp23$2.54K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC26$2K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC13$1.44K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC12$1.33K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.11$1.22K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.9$996<0.01%013F-HRTimeline
Pineridge Advisors LLC6$685<0.01%013F-HRTimeline
Leonteq Securities AG6$664<0.01%-2013F-HRTimeline
High Note Wealth, LLC3$332<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1$102<0.01%-89913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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.