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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

603 managers (619 13F filers) reported a position in BMO shares at 2025-12-31, 331,316,136 shares in all. 65 filers opened a position and 43 filers sold out during the quarter.

Managers
603
13F filers
619
New
65
Added
186
Reduced
201
Sold out
43
Shares held by filers
331,316,136

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Magnus Financial Group LLC2,342$304K0.02%-51513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,336$303K<0.01%013F-HRTimelineGroup
Beverly Hills Private Wealth, LLC2,334$303K0.05%-98513F-HR/ATimeline
PATTEN & PATTEN INC/TN2,328$302K0.02%013F-HRTimeline
PARK NATIONAL CORP /OH/2,325$302K0.01%013F-HRTimeline
Townsend & Associates, Inc2,225$300K0.03%013F-HRTimeline
Snowden Capital Advisors LLC2,306$299K0.01%-44313F-HRTimeline
Versor Investments LP2,299$299K0.05%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,297$298K0.02%-88913F-HRTimelineGroup
Allworth Financial LP2,281$296K<0.01%+16013F-HRTimeline
Aprio Wealth Management, LLC2,280$296K0.02%+40913F-HRTimeline
J.W. COLE ADVISORS, INC.2,274$295K0.01%-1,36113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,233$291K<0.01%-1613F-HRTimelineGroup
Lantz Financial LLC2,241$291K0.06%-63713F-HRTimeline
Sivia Capital Partners, LLC2,238$290K0.06%new13F-HRTimeline
Voleon Capital Management LP2,216$288K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,196$285K<0.01%-67213F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp2,189$284K0.03%-60013F-HRTimelineGroup
Fund Advisors of America Inc/FL2,185$284K0.26%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC2,175$282K0.05%new13F-HRTimeline
Valeo Financial Advisors, LLC2,162$281K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,154$280K0.04%new13F-HRTimeline
Income Insurance Ltd2,132$277K0.18%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SAGESPRING WEALTH PARTNERS, LLC2,128$276K0.01%-913F-HRTimeline
Mesirow Financial Investment Management…2,121$275K0.01%-24813F-HRTimeline
Park Place Capital Corp2,103$273K0.06%-63413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,079$270K<0.01%+2613F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …2,075$269K0.06%013F-HRTimeline
Westerkirk Capital Inc.2,064$268K0.03%-28,30013F-HRTimeline
Bluespring Wealth Management, LLC2,032$264K0.02%-3113F-HRTimeline
Kathmere Capital Management, LLC2,005$260K0.02%+13913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,000$260K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,999$259K<0.01%-19513F-HRTimelineGroup
Plancorp, LLC1,995$259K0.01%+113F-HRTimeline
Saxony Capital Management, LLC1,975$256K0.16%013F-HRTimeline
MSH Capital Advisors LLC1,925$250K0.05%013F-HRTimeline
Pure Financial Advisors, LLC1,924$250K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,923$250K<0.01%+42113F-HRTimeline
LANDAAS & CO /WI /ADV1,918$249K0.05%-1913F-HRTimeline
SkyView Investment Advisors, LLC1,878$244K0.03%-72113F-HRTimeline
Savvy Advisors, Inc.1,870$243K0.01%+3913F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,854$241K0.09%+10413F-HRTimeline
Measured Wealth Private Client Group, L…1,829$237K0.06%new13F-HRTimeline
Qtron Investments LLC1,807$235K0.03%013F-HRTimeline
Ballentine Partners, LLC1,805$234K<0.01%+2513F-HRTimeline
CHOREO, LLC1,794$234K<0.01%-94113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,801$234K0.01%-49813F-HRTimelineGroup
Clarkston Capital Partners, LLC1,775$230K0.01%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,773$230K0.04%-213F-HRTimeline
Modern Wealth Management, LLC1,748$227K<0.01%new13F-HRTimeline
Cromwell Holdings LLC1,739$226K0.12%013F-HRTimeline
Scientech Research LLC1,739$226K0.14%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,702$221K<0.01%013F-HRTimelineGroup
SkyOak Wealth, LLC1,700$221K0.04%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,700$221K0.13%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,691$219K<0.01%-13013F-HRTimeline
PFG Investments, LLC1,688$219K0.01%+913F-HRTimeline
Arkadios Wealth Advisors1,681$218K<0.01%-1613F-HRTimeline
ERn Financial, LLC1,680$218K0.04%013F-HRTimeline
SlateStone Wealth, LLC1,677$218K0.02%013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …1,672$217K0.15%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,672$217K<0.01%+2113F-HRTimelineGroup
SEEDS INVESTOR LLC1,644$213K0.04%+813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,623$211K0.03%new13F-HRTimeline
ALTFEST L J & CO INC1,620$210K0.02%013F-HRTimeline
Affinity Capital Advisors, LLC1,619$210K0.03%013F-HRTimeline
BETO FINANCIAL GROUP, LLC1,514$210K0.14%13F-HRTimeline
Ironwood Investment Counsel, LLC1,605$208K0.03%-8013F-HRTimeline
GAMMA Investing LLC1,604$208K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,590$206K<0.01%new13F-HRTimelineGroup
Trust Investment Advisors1,579$205K0.11%+1013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC1,568$204K0.15%-33913F-HRTimeline
FORM Wealth Advisors, LLC1,551$201K0.02%13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,545$201K<0.01%new13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.1,521$197K0.08%013F-HRTimeline
Caldwell Trust Co1,500$195K0.02%013F-HRTimeline
WEBSTER BANK, N. A.1,400$182K0.02%013F-HRTimeline
Manchester Capital Management LLC1,387$180K0.02%+67313F-HRTimeline
Arax Advisory Partners1,358$176K0.01%-35713F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…1,337$175K<0.01%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,303$169K<0.01%new13F-HRTimeline
LOM Asset Management Ltd930$166K0.05%new13F-HRTimeline
Caitong International Asset Management …1,256$163K0.04%+70213F-HR/ATimeline
Parallax Volatility Advisers, L.P.1,250$162K0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd1,707$154K0.01%+11213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,122$146K0.02%-10713F-HRTimeline
Winthrop Capital Management, LLC1,105$143K0.03%new13F-HRTimeline
Operose Advisors LLC1,093$142K0.03%+45013F-HRTimeline
Retirement Wealth Solutions LLC1,086$141K0.09%013F-HRTimeline
RHUMBLINE ADVISERS1,067$138K<0.01%-9013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,006$131K<0.01%013F-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
PRIVATE TRUST CO NA904$117K0.01%-19013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…898$117K<0.01%-1,71013F-HRTimelineGroup
Lloyd Advisory Services, LLC.828$107K0.04%new13F-HRTimeline
Oslo Pensjonsforsikring AS800$104K0.02%013F-HRTimeline
HM PAYSON & CO762$98.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.736$95.5K0.03%013F-HRTimeline
Smartleaf Asset Management LLC724$94.5K<0.01%+31713F-HRTimeline
N.E.W. Advisory Services LLC716$92.9K0.01%+16513F-HRTimeline
Grove Bank & Trust710$92.2K0.01%013F-HRTimeline
Olistico Wealth, LLC700$90.9K0.04%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…504$89.8K0.04%+413F-HRTimelineGroup
TRUST CO OF VERMONT651$84.5K<0.01%-25013F-HRTimeline
MassMutual Private Wealth & Trust, FSB628$81.5K<0.01%+613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…611$79.5K0.02%+513F-HRTimeline
CX Institutional570$74K<0.01%-17313F-HRTimeline
CENTRAL TRUST Co555$72K<0.01%-2113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.536$69.6K0.03%-9513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK517$67.1K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC507$65.9K<0.01%+413F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC477$61.9K<0.01%new13F-HRTimelineGroup
Plato Investment Management Ltd469$61.3K<0.01%-41113F-HRTimeline
Birchwood Financial Partners, Inc.467$60.6K0.06%13F-HRTimeline
JNBA Financial Advisors440$57.1K<0.01%-1813F-HRTimeline
Basecamp Wealth Advisors LLC417$54.1K0.01%13F-HRTimeline
CDKV HOLDINGS LLC412$53.5K0.04%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP400$51.9K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC400$51.9K0.05%013F-HRTimeline
Crewe Advisors LLC400$51.9K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL400$51.9K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC389$51K<0.01%+313F-HR/ATimelineGroup
Bayforest Capital Ltd354$45.9K0.03%+30813F-HRTimeline
Harbor Asset Planning, Inc.352$45.8K0.04%013F-HRTimeline
Winch Advisory Services, LLC350$45.4K0.01%013F-HRTimeline
IAG Wealth Partners, LLC335$43.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.323$42K<0.01%013F-HRTimeline
Larson Financial Group LLC317$41.1K<0.01%+7913F-HRTimeline
Truvestments Capital LLC300$38.9K0.01%-11313F-HRTimeline
SWISS RE LTDin group SWISS RE LTD290$37.7K<0.01%13F-HRTimelineGroup
IFP Advisors, Inc272$35.3K<0.01%013F-HRTimeline
Bank & Trust Co263$34.1K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC262$34K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.254$33K0.02%013F-HRTimeline
WFA of San Diego, LLC250$32.4K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…223$28.9K0.01%new13F-HRTimeline
True Wealth Design, LLC215$27.9K0.01%013F-HRTimeline
Trust Co193$25K<0.01%+513F-HRTimeline
SageView Advisory Group, LLC186$24.2K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC178$23.1K0.02%013F-HRTimeline
Financial Management Professionals, Inc.173$22.5K<0.01%013F-HRTimeline
LRI Investments, LLC150$19.5K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC139$18K0.01%new13F-HRTimeline
Blue Trust, Inc.133$17.3K<0.01%013F-HRTimeline
Addison Advisors LLC132$17.1K<0.01%-4813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.132$17.1K0.01%+113F-HRTimeline
Tradewinds Capital Management, LLC125$16.2K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC121$15.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC109$15.2K<0.01%+1613F-HRTimeline
MCF Advisors LLC110$14.3K<0.01%013F-HRTimeline
SFAM, LLC110$14.3K0.01%13F-HRTimeline
Essential Partners LLC109$14.1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.107$13.9K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC106$13.8K<0.01%-3713F-HRTimeline
Princeton Global Asset Management LLC100$13K<0.01%013F-HRTimeline
COUNTRY TRUST BANK93$12.1K<0.01%-10013F-HRTimeline
GHP Investment Advisors, Inc.79$10.3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.70$9.25K<0.01%013F-HRTimeline
Signature Resources Capital Management,…71$9.21K<0.01%013F-HRTimeline
Bare Financial Services, Inc69$8.96K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC68$8.83K<0.01%new13F-HRTimeline
Investors Research Corp65$8.44K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC65$8.44K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.60$7.79K<0.01%+413F-HRTimeline
Triumph Capital Management56$7.27K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC55$7.14K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding50$6.5K-5Timeline
Financial Avengers, Inc.50$6.49K<0.01%013F-HR/ATimeline
Financial Perspectives, Inc48$6.24K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC46$5.97K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.43$5.58K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41$5.32K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…45$5K<0.01%013F-HRTimelineGroup
Western Pacific Wealth Management, LP32$4.15K<0.01%013F-HRTimeline
Quarry LP28$3.63K<0.01%new13F-HRTimeline
Rossby Financial, LCC27$3.5K<0.01%+313F-HRTimeline
STEPH & CO25$3.25K<0.01%013F-HRTimeline
Kilter Group LLC25$3.25K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC26$3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust23$2.99K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc23$2.99K<0.01%-413F-HRTimeline
Godfrey Financial Associates, Inc.23$2.98K<0.01%13F-HRTimeline
DecisionPoint Financial, LLC18$2.34K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.18$2.34K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC16$2.08K<0.01%13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.12$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Westfuller Advisors, LLC14$1.78K<0.01%013F-HRTimeline
CoreCap Advisors, LLC12$1.57K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC12$1.56K<0.01%013F-HRTimeline
Stone House Investment Management, LLC10$1.3K<0.01%+413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7$909<0.01%new13F-HRTimeline
Root Financial Partners, LLC7$909<0.01%+613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6$779<0.01%013F-HRTimeline
Horizon Investments, LLC6$779<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC6$779<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.6$779<0.01%-213F-HRTimeline
Leonteq Securities AG5$649<0.01%013F-HRTimeline
RMG Wealth Management LLC2$274<0.01%new13F-HRTimeline