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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

619 managers (638 13F filers) reported a position in BMO shares at 2026-03-31, 327,918,732 shares in all. 63 filers opened a position and 49 filers sold out during the quarter.

Managers
619
13F filers
638
New
63
Added
208
Reduced
213
Sold out
49
Shares held by filers
327,918,732

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SAGESPRING WEALTH PARTNERS, LLC2,425$328K0.01%+29713F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,412$326K0.09%013F-HRTimeline
Mesirow Financial Investment Management…2,410$326K0.01%+28913F-HRTimeline
Bogart Wealth, LLC2,383$323K0.01%+213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,371$321K<0.01%new13F-HRTimelineGroup
Kathmere Capital Management, LLC2,354$319K0.02%+34913F-HRTimeline
Keudell/Morrison Wealth Management2,353$318K0.07%-32713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,336$316K<0.01%013F-HRTimelineGroup
PATTEN & PATTEN INC/TN2,328$315K0.02%013F-HRTimeline
PARK NATIONAL CORP /OH/2,325$315K0.01%013F-HRTimeline
Magnus Financial Group LLC2,295$311K0.03%-4713F-HRTimeline
SEEDS INVESTOR LLC2,093$311K0.04%+44913F-HRTimeline
Centiva Capital, LP2,274$308K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,232$302K<0.01%+15313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,228$302K0.01%-4613F-HRTimeline
Valeo Financial Advisors, LLC2,217$300K0.01%+5513F-HRTimeline
Beverly Hills Private Wealth, LLC2,217$300K0.05%-11713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,203$298K0.03%-1,44113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,189$296K0.04%013F-HRTimelineGroup
Fund Advisors of America Inc/FL2,185$296K0.3%013F-HRTimeline
West Family Investments, Inc.2,183$295K0.1%-1,67113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC2,175$294K0.05%013F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.2,172$294K<0.01%new13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.2,220$292K0.05%new13F-HRTimeline
Aprio Wealth Management, LLC2,154$292K0.02%-12613F-HRTimeline
First Affirmative Financial Network2,148$291K0.11%13F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,143$290K<0.01%-5313F-HRTimelineGroup
Plancorp, LLC1,996$288K0.01%+113F-HRTimeline
Income Insurance Ltd2,132$288K0.2%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALGERT GLOBAL LLC2,131$288K<0.01%new13F-HR/ATimeline
Riverpoint Wealth Management Holdings, …2,075$281K0.06%013F-HRTimeline
Savvy Advisors, Inc.2,055$278K0.01%+18513F-HRTimeline
Bluespring Wealth Management, LLC2,048$277K0.02%+1613F-HRTimeline
Argent Trust Co2,012$272K0.01%-47513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,000$271K<0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,999$271K<0.01%13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,985$269K<0.01%-97613F-HRTimelineGroup
Saxony Capital Management, LLC1,975$267K0.16%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,975$267K<0.01%+38513F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,953$264K<0.01%-58913F-HRTimeline
MSH Capital Advisors LLC1,952$264K0.06%+2713F-HRTimeline
LANDAAS & CO /WI /ADV1,918$260K0.06%013F-HRTimeline
NewEdge Advisors, LLC1,884$255K<0.01%-75613F-HR/ATimeline
Hexagon Capital Partners LLC1,869$253K0.04%new13F-HRTimeline
Ballentine Partners, LLC1,852$251K<0.01%+4713F-HRTimeline
Lantz Financial LLC1,844$250K0.05%-39713F-HRTimeline
AlphaGrep UK Ltd1,824$247K0.07%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,823$247K0.03%+20013F-HRTimeline
Measured Wealth Private Client Group, L…1,808$245K0.07%-2113F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,784$241K0.09%-7013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,779$241K0.01%-2213F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC1,775$240K0.04%new13F-HRTimeline
Arkadios Wealth Advisors1,775$240K<0.01%+9413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,773$240K0.04%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,774$240K<0.01%+22913F-HRTimelineGroup
Cromwell Holdings LLC1,739$235K0.13%013F-HRTimeline
Krane Financial Solutions LLC1,738$235K0.16%13F-HRTimeline
Affinity Capital Advisors, LLC1,710$231K0.03%+9113F-HRTimeline
BETO FINANCIAL GROUP, LLC1,514$231K0.14%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,702$230K<0.01%013F-HRTimelineGroup
Aldebaran Capital, LLC1,700$230K0.18%new13F-HRTimeline
SkyOak Wealth, LLC1,700$230K0.04%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,700$230K0.12%013F-HRTimeline
Oslo Pensjonsforsikring AS1,700$230K0.04%+90013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,690$229K0.01%-113F-HR/ATimeline
ERn Financial, LLC1,680$227K0.04%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,672$226K<0.01%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC1,665$225K0.03%-48913F-HRTimeline
GAMMA Investing LLC1,647$223K0.01%+4313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,623$220K0.04%+1,40013F-HRTimeline
GREENWOOD GEARHART LLC1,622$220K0.01%new13F-HRTimeline
ALTFEST L J & CO INC1,620$219K0.02%013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …1,615$219K0.15%-5713F-HRTimelineGroup
PFG Investments, LLC1,610$218K0.01%-7813F-HRTimeline
Ironwood Investment Counsel, LLC1,605$217K0.03%013F-HRTimeline
PDT Partners, LLC1,600$217K0.01%new13F-HRTimeline
Trust Investment Advisors1,589$215K0.13%+1013F-HRTimeline
CHOREO, LLC1,580$214K<0.01%-21413F-HRTimeline
FORM Wealth Advisors, LLC1,527$207K0.02%-2413F-HRTimeline
KOM Wealth Management Group, LLC1,523$206K0.14%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,521$206K0.08%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,501$203K<0.01%new13F-HRTimeline
Caldwell Trust Co1,500$203K0.02%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,494$202K<0.01%new13F-HRTimelineGroup
Park Place Capital Corp1,482$201K0.04%-62113F-HRTimeline
Canoe Financial LP1,442$195K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.1,400$189K0.02%013F-HRTimeline
Manchester Capital Management LLC1,387$188K0.03%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,297$176K<0.01%-613F-HRTimeline
LOM Asset Management Ltd930$175K0.05%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,707$151K0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,105$150K0.04%013F-HRTimeline
RHUMBLINE ADVISERS1,057$143K<0.01%-1013F-HRTimeline
Bayforest Capital Ltd1,010$137K0.15%+65613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$135K0.01%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,000$135K0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management1,000$135K0.02%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.972$132K0.02%-15013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC960$130K0.02%013F-HRTimeline
DANSKE BANK A/S913$123K<0.01%-2,06413F-HRTimeline
N.E.W. Advisory Services LLC858$116K0.01%+14213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK844$114K<0.01%+32713F-HRTimelineGroup
Munich Reinsurance Co Stock Corp in Mun…845$114K<0.01%-49213F-HRTimeline
UMB Bank, n.a.836$113K<0.01%-2,14013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.794$107K<0.01%-21213F-HRTimelineGroup
Smartleaf Asset Management LLC787$104K<0.01%+6313F-HRTimeline
HM PAYSON & CO762$103K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.736$99.6K0.03%013F-HRTimeline
Grove Bank & Trust710$96.1K0.01%013F-HRTimeline
MATHER GROUP, LLC.700$94.7K<0.01%new13F-HRTimeline
Olistico Wealth, LLC700$94.7K0.05%013F-HRTimeline
BALLAST ADVISORS LLC653$88.4K0.03%new13F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB592$80.1K<0.01%-3613F-HRTimeline
PRIVATE TRUST CO NA575$77.8K0.01%-32913F-HRTimeline
CX Institutional570$77K<0.01%013F-HRTimeline
CENTRAL TRUST Co555$75.1K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…378$71.2K0.03%-12613F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.512$69.3K0.03%-2413F-HRTimeline
ROTHSCHILD INVESTMENT LLC512$69.3K<0.01%+513F-HRTimeline
Retirement Wealth Solutions LLC509$68.9K0.04%-57713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP500$67.7K0.01%+10013F-HRTimeline
BAYBAN489$66.2K0.06%-2,45413F-HRTimeline
Birchwood Financial Partners, Inc.467$63.2K0.06%013F-HRTimeline
IFG Advisory, LLC450$60.9K0.17%-6,94713F-HRTimeline
JNBA Financial Advisors440$59.5K<0.01%013F-HRTimeline
Arax Advisory Partners440$59.5K<0.01%-91813F-HRTimeline
Basecamp Wealth Advisors LLC417$56.4K0.01%013F-HRTimeline
CDKV HOLDINGS LLC412$55.8K0.05%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…406$54.9K0.02%-20513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VISION FINANCIAL MARKETS LLC400$54.1K0.05%013F-HRTimeline
Crewe Advisors LLC400$54.1K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL400$54.1K0.01%013F-HRTimeline
Larson Financial Group LLC387$52.4K<0.01%+7013F-HRTimeline
Harbor Asset Planning, Inc.352$47.8K0.04%013F-HRTimeline
Winch Advisory Services, LLC350$47.4K0.01%013F-HRTimeline
IAG Wealth Partners, LLC335$45.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC331$45K<0.01%-5813F-HRTimelineGroup
Sunbelt Securities, Inc.324$43.8K<0.01%+113F-HRTimeline
Truvestments Capital LLC300$40.6K0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC300$40.6K0.02%13F-HRTimeline
True Wealth Design, LLC297$40.2K0.01%+8213F-HRTimeline
LRI Investments, LLC294$39.8K<0.01%+14413F-HRTimeline
SWISS RE LTDin group SWISS RE LTD290$39.2K0.24%013F-HRTimelineGroup
Financial Management Professionals, Inc.275$37.2K<0.01%+10213F-HRTimeline
IFP Advisors, Inc266$36K<0.01%-613F-HRTimeline
Bank & Trust Co263$35.6K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.254$34.4K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC252$34.1K0.01%new13F-HRTimeline
WFA of San Diego, LLC250$33.8K0.03%013F-HRTimeline
Trust Co193$26.1K<0.01%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS190$25.7K<0.01%new13F-HRTimelineGroup
Bruce G. Allen Investments, LLC178$24.1K0.02%013F-HRTimeline
FIRST HORIZON CORP168$22.7K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC153$20.7K<0.01%new13F-HR/ATimeline
Cornerstone Planning Group LLC134$20.2K<0.01%+2513F-HRTimeline
Blue Trust, Inc.133$18K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.133$17.9K0.01%+113F-HRTimeline
Addison Advisors LLC132$17.9K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC125$16.9K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC121$16.4K<0.01%013F-HRTimeline
MCF Advisors LLC110$14.9K<0.01%013F-HRTimeline
SFAM, LLC110$14.9K0.01%013F-HRTimeline
Essential Partners LLC109$14.8K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.107$14.5K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC100$13.5K<0.01%013F-HRTimeline
Bare Financial Services, Inc93$12.6K<0.01%+2413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC90$12.2K<0.01%+2213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …90$12K<0.01%new13F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC87$11.8K<0.01%new13F-HRTimeline
Rossby Financial, LCC81$11.1K<0.01%+5413F-HRTimeline
Richard W. Paul & Associates, LLC80$10.8K<0.01%-2613F-HRTimeline
GHP Investment Advisors, Inc.79$10.7K<0.01%013F-HRTimeline
Signature Resources Capital Management,…71$9.61K<0.01%013F-HRTimeline
Westside Investment Management, Inc.70$9.54K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC70$9.47K<0.01%+6413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC65$8.8K<0.01%+1913F-HRTimeline
COUNTRY TRUST BANK62$8.39K<0.01%-3113F-HRTimeline
Physician Wealth Advisors, Inc.60$8.12K<0.01%013F-HRTimeline
Triumph Capital Management57$7.71K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC55$7.44K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.54$7.31K<0.01%-77413F-HRTimeline
Kingdom Financial Group LLC.54$7.31K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.50$6.77K<0.01%+4313F-HRTimeline
Financial Avengers, Inc.50$6.77K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…50$6.77K<0.01%new13F-HRTimeline
RETIREMITTEN FINANCIAL LLC50$6.77K<0.01%13F-HRTimeline
Financial Perspectives, Inc48$6.55K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding47$6.33K-3Timeline
SJS Investment Consulting Inc.43$5.82K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41$5.55K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…42$5K<0.01%-313F-HRTimelineGroup
MASECO LLP36$4.82K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP32$4.33K<0.01%013F-HRTimeline
Root Financial Partners, LLC29$3.92K<0.01%+2213F-HRTimeline
STEPH & CO25$3.38K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust23$3.11K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc23$3.11K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.23$3.11K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC23$3.11K<0.01%+713F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC26$3K<0.01%013F-HRTimeline