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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

642 managers (659 13F filers) reported a position in BMO shares at 2026-06-30, 335,376,724 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers
642
13F filers
659
New
86
Added
212
Reduced
214
Sold out
63
Shares held by filers
335,376,724

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Physician Wealth Advisors, Inc.66$11.7K<0.01%+613F-HRTimeline
PRIVATE TRUST CO NA66$11.7K<0.01%-50913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC65$11.5K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC65$11.5K0.01%+4213F-HR/ATimeline
COUNTRY TRUST BANK62$11K<0.01%013F-HRTimeline
Triumph Capital Management61$10.8K<0.01%+413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…51$9K<0.01%+913F-HRTimelineGroup
Financial Avengers, Inc.50$8.84K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…50$8.84K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC49$8.66K<0.01%+813F-HRTimeline
Financial Perspectives, Inc49$8.6K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.43$7.6K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding40$7.07K-7Timeline
MV CAPITAL MANAGEMENT, INC.32$5.66K<0.01%-1813F-HR/ATimeline
MATHER GROUP, LLC.31$5.48K<0.01%-66913F-HRTimeline
Addison Advisors LLC28$4.95K<0.01%-10413F-HRTimeline
VALLEY NATIONAL ADVISERS INC26$4.59K<0.01%013F-HRTimeline
STEPH & CO25$4.42K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust23$4.07K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc23$4.07K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.23$4.06K<0.01%013F-HRTimeline
Continuum Advisory, LLC18$3.18K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC14$2.47K<0.01%+413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13$2.3K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC12$2.14K<0.01%013F-HRTimeline
Leonteq Securities AG12$2.12K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC12$2.12K<0.01%013F-HRTimeline
Noble Wealth Management PBC12$2.12K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.12$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Network Wealth Advisors LLC11$1.94K<0.01%+313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS10$1.59K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC9$1.59K<0.01%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC8$1.41K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.6$1.14K<0.01%-7,08813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6$1.06K<0.01%013F-HRTimeline
RMG Wealth Management LLC2$367<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.2$354<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC2$353<0.01%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC1$177<0.01%-6,04713F-HRTimelineGroup
High Note Wealth, LLC1$177<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1$167<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.