Skip to content
Disclosery

BMO BANK OF MONTREAL

Follow

Stock (common), issuer CIK 927971

565 managers (581 13F filers) reported a position in BMO shares at 2025-09-30, 342,365,663 shares in all. 72 filers opened a position and 53 filers sold out during the quarter.

Managers
565
13F filers
581
New
72
Added
194
Reduced
184
Sold out
53
Shares held by filers
342,365,663

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,194$286K<0.01%+69513F-HRTimelineGroup
Valeo Financial Advisors, LLC2,162$282K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,137$278K0.01%+17313F-HRTimeline
Townsend & Associates, Inc2,225$278K0.03%013F-HRTimeline
Allworth Financial LP2,121$276K<0.01%+9413F-HRTimeline
Avant Financial Advisors LLC2,080$271K0.2%013F-HRTimeline
Riverpoint Wealth Management Holdings, …2,075$270K0.06%013F-HRTimeline
Bluespring Wealth Management, LLC2,063$269K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,053$267K<0.01%+4213F-HRTimelineGroup
AlphaCore Capital LLC2,026$264K0.01%+52613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,000$260K<0.01%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,000$260K0.01%-20013F-HRTimeline
Plancorp, LLC1,994$260K0.01%+113F-HRTimeline
First Affirmative Financial Network1,981$258K0.12%+2513F-HRTimeline
Saxony Capital Management, LLC1,975$257K0.17%013F-HRTimeline
LANDAAS & CO /WI /ADV1,937$252K0.06%+1913F-HRTimeline
MSH Capital Advisors LLC1,925$251K0.07%013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC1,907$248K0.19%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,897$247K<0.01%new13F-HRTimelineGroup
Carter Financial Group, INC.1,876$244K0.15%new13F-HRTimeline
Aprio Wealth Management, LLC1,871$244K0.02%new13F-HRTimeline
Kathmere Capital Management, LLC1,866$243K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,831$238K<0.01%-73213F-HRTimelineGroup
Savvy Advisors, Inc.1,831$238K0.01%-3613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,821$237K0.01%new13F-HRTimeline
WRAPMANAGER INC1,813$236K0.07%new13F-HRTimeline
Qtron Investments LLC1,807$236K0.03%new13F-HRTimeline
Callan Family Office, LLC1,787$233K0.01%new13F-HRTimeline
Ballentine Partners, LLC1,780$232K<0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,775$231K0.04%new13F-HRTimeline
Clarkston Capital Partners, LLC1,775$231K<0.01%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,750$228K0.08%new13F-HRTimeline
Cromwell Holdings LLC1,739$227K0.12%013F-HRTimeline
Arax Advisory Partners1,715$223K<0.01%+1,68513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,702$222K<0.01%new13F-HRTimelineGroup
SkyOak Wealth, LLC1,700$221K0.04%new13F-HRTimeline
Trifecta Capital Advisors, LLC1,700$221K0.03%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,700$221K0.14%013F-HRTimeline
Arkadios Wealth Advisors1,697$221K0.01%new13F-HRTimeline
Ironwood Investment Counsel, LLC1,685$219K0.03%new13F-HRTimeline
ERn Financial, LLC1,680$219K0.04%new13F-HRTimeline
PFG Investments, LLC1,679$219K0.01%new13F-HRTimeline
SlateStone Wealth, LLC1,677$218K0.02%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,651$215K<0.01%new13F-HRTimelineGroup
SEEDS INVESTOR LLC1,636$213K0.04%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,624$212K<0.01%-66,47713F-HRTimelineGroup
ALTFEST L J & CO INC1,620$211K0.02%new13F-HRTimeline
Affinity Capital Advisors, LLC1,619$211K0.03%new13F-HRTimeline
GAMMA Investing LLC1,604$209K0.01%013F-HRTimeline
Sunpointe, LLC1,599$208K0.08%new13F-HRTimeline
Trust Investment Advisors1,569$204K0.11%new13F-HRTimeline
KPP Advisory Services LLC1,551$202K0.03%new13F-HRTimeline
KOM Wealth Management Group, LLC1,549$202K0.15%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,521$198K0.08%013F-HRTimeline
Global Retirement Partners, LLC1,502$196K<0.01%-3913F-HRTimeline
Caldwell Trust Co1,500$195K0.02%013F-HRTimeline
WEBSTER BANK, N. A.1,400$182K0.02%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,229$160K0.02%-74013F-HRTimeline
RHUMBLINE ADVISERS1,157$151K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,094$142K0.01%-2013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,595$142K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1,086$141K0.09%013F-HRTimeline
MATHER GROUP, LLC.1,055$137K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,006$131K<0.01%-2413F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$130K0.01%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,000$130K0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC960$125K0.02%013F-HRTimeline
TRUST CO OF VERMONT901$117K0.01%013F-HRTimeline
Plato Investment Management Ltd880$114K0.01%013F-HRTimeline
Oslo Pensjonsforsikring AS800$104K0.02%-20013F-HRTimeline
HM PAYSON & CO762$99.3K<0.01%013F-HRTimeline
CX Institutional743$97K<0.01%+30213F-HRTimeline
DHJJ Financial Advisors, Ltd.736$95.9K0.03%013F-HRTimeline
Manchester Capital Management LLC714$93K0.01%new13F-HRTimeline
Grove Bank & Trust710$92.5K0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…500$90.7K0.05%new13F-HR/ATimelineGroup
Operose Advisors LLC643$83.8K0.02%-76113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.631$82.2K0.04%-10413F-HRTimeline
MassMutual Private Wealth & Trust, FSB622$81K<0.01%+3613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…606$79K0.02%+613F-HRTimeline
CENTRAL TRUST Co576$75K<0.01%+2613F-HRTimeline
Caitong International Asset Management …554$72.2K0.05%+42313F-HRTimeline
N.E.W. Advisory Services LLC551$71.8K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK517$67.3K<0.01%-1313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC503$65.5K<0.01%+513F-HRTimeline
JNBA Financial Advisors458$59.7K0.01%-4213F-HRTimeline
Truvestments Capital LLC413$53.8K0.01%+513F-HRTimeline
Smartleaf Asset Management LLC407$52.8K<0.01%+21113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP400$52.1K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC400$52.1K0.04%013F-HRTimeline
Crewe Advisors LLC400$52.1K<0.01%-2013F-HRTimeline
Strategic Investment Solutions, Inc. /IL400$52.1K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC386$50K<0.01%+313F-HRTimelineGroup
Harbor Asset Planning, Inc.352$46K0.04%013F-HRTimeline
Winch Advisory Services, LLC350$45.6K0.01%013F-HRTimeline
Pathway Financial Advisers, LLC348$45.2K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC335$43.6K0.01%013F-HRTimeline
Sunbelt Securities, Inc.323$42.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc272$35.4K<0.01%+613F-HR/ATimeline
Bank & Trust Co263$34.3K0.03%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.254$33.1K0.02%-513F-HRTimeline
WFA of San Diego, LLC250$32.6K0.02%013F-HRTimeline
Larson Financial Group LLC238$31K<0.01%+19613F-HRTimeline
True Wealth Design, LLC215$28K0.01%new13F-HRTimeline
COUNTRY TRUST BANK193$25.1K<0.01%+3413F-HRTimeline
Trust Co188$24.5K<0.01%013F-HRTimeline
Addison Advisors LLC180$23.4K0.01%+4813F-HRTimeline
Bruce G. Allen Investments, LLC178$23.2K0.02%013F-HRTimeline
Financial Management Professionals, Inc.173$22.5K<0.01%013F-HRTimeline
JPL Wealth Management, LLC154$20.1K<0.01%new13F-HRTimeline
LRI Investments, LLC150$19.5K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC143$18.6K0.01%013F-HRTimeline
Blue Trust, Inc.133$17.3K<0.01%+713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.131$17K0.01%+113F-HRTimeline
WFA Asset Management Corp181$16.3K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC125$16.3K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC121$15.8K<0.01%013F-HRTimeline
MCF Advisors LLC110$14.3K<0.01%013F-HRTimeline
Essential Partners LLC109$14.2K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC100$13K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC100$13K<0.01%-25013F-HRTimeline
Hemington Wealth Management95$12K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC93$11.5K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.79$10.3K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT77$10K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…71$9.25K0.01%013F-HRTimeline
Westside Investment Management, Inc.70$9.13K<0.01%new13F-HRTimeline
Bare Financial Services, Inc69$8.99K<0.01%013F-HRTimeline
Investors Research Corp65$8.47K<0.01%-2,03713F-HRTimeline
GPS Wealth Strategies Group, LLC65$8.47K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.56$7.29K<0.01%013F-HRTimeline
McIlrath & Eck, LLC55$7.16K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding55$7.16K0Timeline
Financial Avengers, Inc.50$6.51K<0.01%013F-HRTimeline
Financial Perspectives, Inc48$6.22K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC46$5.99K<0.01%013F-HRTimeline
Bayforest Capital Ltd46$5.99K<0.01%-68913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41$5.34K<0.01%+2813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC40$5.21K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…45$5K<0.01%-1813F-HRTimelineGroup
Fairman Group, LLC37$4.82K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP32$4.17K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc27$3.52K<0.01%+413F-HRTimeline
STEPH & CO25$3.26K<0.01%013F-HRTimeline
Rossby Financial, LCC24$3.13K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp24$3.13K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC26$3K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp23$3K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust23$3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management19$2K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.12$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Westfuller Advisors, LLC14$1.77K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC12$1.58K<0.01%-1213F-HRTimeline
Private Wealth Asset Management, LLC12$1.56K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.8$1.04K<0.01%-113F-HRTimeline
Pineridge Advisors LLC6$806<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6$782<0.01%new13F-HRTimeline
Stone House Investment Management, LLC6$782<0.01%new13F-HRTimeline
Leonteq Securities AG5$651<0.01%-113F-HRTimeline
Bear Mountain Capital, Inc.2$251<0.01%new13F-HRTimeline
High Note Wealth, LLC1$130<0.01%-213F-HRTimeline
Root Financial Partners, LLC1$130<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1$120<0.01%013F-HRTimeline
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%-26013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.