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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

525 managers (538 13F filers) reported a position in BMO shares at 2024-12-31, 344,269,700 shares in all. 81 filers opened a position and 33 filers sold out during the quarter.

Managers
525
13F filers
538
New
81
Added
191
Reduced
136
Sold out
33
Shares held by filers
344,269,700

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,556,961$5.88B1.27%+5,231,84113F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding30,516,336$2.96B+579,280Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/29,873,166$2.9B1.44%+2,180,55413F-HRTimelineGroup
TD Asset Management Inc17,615,141$1.71B1.51%+486,98413F-HRTimeline
CIBC WORLD MARKET INC.16,411,822$1.59B3.67%+416,37513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,748,503$1.34B1.73%-1,86213F-HRTimelineGroup
MACKENZIE FINANCIAL CORP12,215,628$1.18B1.61%+1,630,96213F-HR/ATimeline
NORGES BANK10,464,521$1.01B0.13%+15,03513F-HRTimeline
BANK OF NOVA SCOTIAgroup of 2 filers holding9,411,026$913M-5,111,686Timeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK8,502,265$824M1.57%-3,310,08813F-HR/ATimelineGroup
1832 Asset Management L.P.7,392,006$717M1.28%-173,03913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,838,171$665M0.58%+2,044,86213F-HRTimelineGroup
JARISLOWSKY, FRASER Ltd6,711,773$651M3.81%+426,44213F-HRTimeline
Beutel, Goodman & Co Ltd.6,616,614$642M3.49%+704,19713F-HRTimeline
CIBC Asset Management Inc6,371,405$621M2.04%-256,92913F-HRTimeline
Caisse de depot et placement du Quebec5,419,567$526M1.09%013F-HRTimeline
FMR LLCin group FMR LLC5,208,431$506M0.03%+161,71013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,927,693$476M2.43%-162,32813F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC4,297,626$422M0.03%+975,77713F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc4,244,870$412M0.11%+97,56613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp3,701,814$359M1.13%+248,09613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,634,988$353M0.03%+307,52313F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,604,088$350M0.08%+46,05613F-HRTimelineGroup
SCOTIA CAPITAL INC.3,493,410$338M1.78%+50,31713F-HRTimeline
TD Waterhouse Canada Inc.2,653,260$257M2.07%+176,71513F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD2,207,553$214M0.2%-318,02213F-HRTimeline
FIL Ltdin group FIL Ltd2,169,083$211M0.2%+445,30313F-HRTimelineGroup
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP2,151,876$209M7.76%-6,13713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,913,716$186M0.03%+64,79913F-HRTimelineGroup
LETKO, BROSSEAU & ASSOCIATES INC1,878,964$182M3.52%-40,98613F-HRTimeline
Connor, Clark & Lunn Investment Managem…1,827,757$177M0.8%-157,29913F-HRTimeline
Franklin Resourcesgroup of 2 filers holding1,799,840$176M-22,569Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,743,745$169M0.02%-367,20113F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,625,441$158M0.34%-2,624,11113F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,608,452$156M0.05%-23,16613F-HRTimelineGroup
TIAAgroup of 2 filers holding1,587,096$154M+10,554Timeline
MORGAN STANLEYin group MORGAN STANLEY1,534,257$149M0.01%-571,93113F-HR/ATimelineGroup
Alberta Investment Management Corp1,392,000$135M0.9%+3,60013F-HRTimeline
Newport Trust Company, LLC1,383,319$134M0.33%-5,26113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,360,444$132M0.03%-485,54613F-HRTimelineGroup
Cardinal Capital Management, Inc.1,286,702$125M4.24%-11,92513F-HRTimeline
UBS Group AGgroup of 2 filers holding1,207,342$117M-101,358Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,160,494$113M0.25%+1,089,19913F-HRTimelineGroup
MUFG SECURITIES (CANADA), LTD.1,114,100$108M3.9%+466,75513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,094,053$106M0.02%+288,52913F-HRTimelineGroup
Addenda Capital Inc.760,614$106M3.75%+39,84813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD980,773$106M0.53%-614,93613F-HRTimelineGroup
Aviso Financial Inc.1,027,872$99.8M5.04%+23,68113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,016,659$98.7M0.04%+76,72013F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.882,705$85.6M0.09%+458,50413F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …817,796$79.3M0.06%-659,03913F-HRTimelineGroup
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …797,460$77.4M2.7%+209,25113F-HRTimelineGroup
Amundiin group Amundi738,167$72.7M0.03%+166,06213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp708,767$68.8M0.01%+40,13513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding670,738$65.1M-271,052Timeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC656,919$63.8M0.23%-84,55313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.601,456$58.4M<0.01%+40,34113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP537,809$52.2M0.01%+228,98313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC498,232$48.4M0.02%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding480,332$46.6M+420,170Timeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co480,066$46.5M0.08%-3,34213F-HRTimelineGroup
Korea Investment CORP478,191$46.4M0.11%+12,05213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC460,970$44.7M0.03%+121,04513F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …453,454$44M0.26%-2,716,15413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN452,086$43.9M0.01%+372,97713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP447,435$43.4M0.04%-85,14613F-HRTimelineGroup
AVIVA PLCin group AVIVA PLC439,079$42.5M0.11%+95,84813F-HRTimelineGroup
State of Tennessee, Department of Treas…418,328$40.6M0.15%+86713F-HRTimeline
Hillsdale Investment Management Inc.415,034$40.2M2.04%+396,68713F-HRTimeline
APG Asset Management N.V.in group APG Asset Management N.V.397,200$37.2M0.1%new13F-HRTimelineGroup
Guardian Partners Inc.377,671$37.1M3.78%13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…380,900$37M0.04%+61,07613F-HRTimelineGroup
Scheer, Rowlett & Associates Investment…356,924$34.6M2.53%+142,85413F-HRTimeline
LPL Financial LLC324,268$31.5M0.01%+238,19313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…291,338$28.3M0.08%+19,14713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC271,694$26.4M0.03%+106,54613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC268,224$26M0.02%+192,25713F-HRTimelineGroup
CANERECTOR INC125,000$23.9M11.59%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…238,353$23.1M0.03%+27,55413F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC233,896$22.7M1.54%-15,07513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP231,195$22.4M0.02%+84,96313F-HRTimelineGroup
Rempart Asset Management Inc.225,823$21.9M4.35%+1,38013F-HRTimeline
OMERS ADMINISTRATION Corp219,955$21.3M0.19%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP195,213$18.9M0.02%+4,95813F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC194,218$18.9M0.01%+14,35113F-HRTimelineGroup
DORCHESTER WEALTH MANAGEMENT Co183,463$17.7M3.52%+78813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC181,270$17.6M0.03%+102,44213F-HRTimelineGroup
FORSTA AP-FONDEN173,000$16.8M0.12%-8,60013F-HRTimeline
Varma Mutual Pension Insurance Co162,729$15.8M0.12%-48,60013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…162,503$15.8M<0.01%+36,93113F-HRTimelineGroup
Lansforsakringar Fondforvaltning AB (pu…161,418$15.7M0.09%13F-HR/ATimeline
Burgundy Asset Management Ltd.160,000$15.5M0.16%013F-HRTimeline
Mn Services Vermogensbeheer B.V.157,500$15.3M0.1%+2,40013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC153,570$14.9M0.13%+10,02413F-HRTimeline
Northwest & Ethical Investments L.P.144,108$14M0.38%+28,24313F-HRTimeline
DekaBank Deutsche Girozentrale144,747$13.9M0.03%013F-HRTimeline
Pinnacle Financial Partners Inc140,691$13.7M0.28%-37,19713F-HRTimeline
Qube Research & Technologies Ltd138,553$13.4M0.02%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC134,709$13.1M0.01%+11,12113F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.128,495$12.5M0.12%+49,43513F-HRTimeline
Investment Management Corp of Ontario122,783$11.9M0.39%-2,80713F-HRTimeline
AMF Tjanstepension AB114,887$11.2M0.08%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.113,519$11M0.04%-14,30013F-HRTimelineGroup
USS Investment Management Ltd109,005$10.6M0.07%013F-HRTimeline
Generali Asset Management SPA SGR71,581$9.99M0.26%13F-HR/ATimeline
Skandinaviska Enskilda Banken AB (publ)96,987$9.4M0.04%+1,80013F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…96,000$9.32M0.76%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP91,654$8.89M0.01%+73,21613F-HRTimelineGroup
Utah Retirement Systems81,172$7.88M0.09%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC80,210$7.78M0.08%-26,88613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson76,763$7.45M<0.01%+5,60013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC73,222$7.11M0.32%-2,14113F-HRTimelineGroup
Public Sector Pension Investment Board70,018$6.79M0.03%-25,41313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…69,232$6.72M0.02%new13F-HRTimeline
Lorne Steinberg Wealth Management Inc.68,940$6.69M1.94%-30113F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…65,697$6.36M0.05%+58,44913F-HRTimelineGroup
Waratah Capital Advisors Ltd.64,983$6.31M0.35%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,262$6.24M0.01%-367,67413F-HRTimelineGroup
Avanza Fonder AB42,332$5.91M0.18%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp59,465$5.77M0.02%+1,84213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…59,397$5.76M0.01%+8,86513F-HR/ATimeline
Zions Bancorporation, N.A.59,377$5.76M0.36%+59,20013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,920$5.72M<0.01%-8,79413F-HRTimelineGroup
Northwest Bancshares, Inc.56,719$5.5M1.02%-6,77413F-HRTimeline
Value Partners Investments Inc.56,254$5.46M3.08%-704,27013F-HR/ATimeline
Cetera Investment Advisers55,745$5.41M0.01%+36,19513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,674$5.4M0.01%+98813F-HRTimeline
ALLIANCEBERNSTEIN L.P.54,531$5.29M<0.01%-2713F-HRTimeline
OSSIAM53,615$5.2M0.09%-23,58313F-HRTimeline
Dana Investment Advisors, Inc.53,208$5.16M0.17%-13513F-HRTimeline
Man Group plcin group Man Group plc52,757$5.12M0.02%+18,07513F-HRTimelineGroup
Beacon Pointe Advisors, LLC52,159$5.06M0.06%+41513F-HRTimeline
ROMANO BROTHERS AND COMPANY51,933$5.04M0.64%+40013F-HRTimeline
Ensign Peak Advisors, Inc51,729$5.02M0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC50,178$4.87M0.01%+3,70913F-HRTimelineGroup
Assenagon Asset Management S.A.49,433$4.8M0.01%-1,24913F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…23,798$4.77M0.16%013F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE46,418$4.5M0.01%+26013F-HRTimelineGroup
Creative Planningin group Creative Planning46,000$4.46M<0.01%+11,76913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.45,836$4.45M0.31%013F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC44,409$4.31M0.01%new13F-HRTimeline
PCJ Investment Counsel Ltd.44,040$4.27M1.44%new13F-HRTimeline
Maryland State Retirement & Pension Sys…43,093$4.18M0.09%+21013F-HRTimeline
Rathbones Group PLC42,543$4.13M0.02%-5,56013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding41,307$4.01M+10,115Timeline
K.J. Harrison & Partners Inc39,738$3.85M0.6%-35313F-HRTimeline
AXA S.A.in group AXA S.A.38,885$3.77M0.01%-161,31513F-HRTimelineGroup
Twin Tree Management, LP38,300$3.72M0.09%-11,79513F-HRTimeline
Vertex Planning Partners, LLC37,990$3.69M0.81%-6,93813F-HRTimeline
Ewing Morris & Co. Investment Partners …25,741$3.59M1.24%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,857$3.58M0.01%+29113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD33,600$3.26M0.04%+13,10013F-HRTimeline
MML INVESTORS SERVICES, LLC33,361$3.24M0.01%+24,87413F-HRTimeline
Union Bancaire Privee, UBP SA33,158$3.22M0.06%13F-HR/ATimeline
WOLVERINE TRADING, LLC30,994$3M0.07%+11,50113F-HRTimeline
Rodgers Brothers Inc.30,900$3M0.39%+17,87513F-HRTimeline
Harvest Portfolios Group Inc.30,688$2.98M0.1%-1,12413F-HRTimeline
DAVENPORT & Co LLC28,981$2.81M0.02%new13F-HRTimeline
Silver Lake Advisory, LLC28,741$2.79M1.23%-1,48613F-HRTimeline
Metis Global Partners, LLC27,184$2.64M0.08%+1,40213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,257$2.45M<0.01%+6,19413F-HRTimelineGroup
Janney Montgomery Scott LLC24,958$2.42M0.01%+14,58413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,816$2.41M0.01%+60313F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,321$2.36M<0.01%+14,65813F-HRTimelineGroup
Crossmark Global Holdings, Inc.24,130$2.34M0.04%-2,77313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC24,111$2.34M<0.01%-76913F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co23,701$2.3M0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,379$2.27M<0.01%+2,26413F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC22,782$2.21M0.06%new13F-HRTimeline
HighTower Advisors, LLC22,296$2.16M<0.01%+2,32213F-HRTimeline
Private Advisor Group, LLC21,371$2.07M0.01%+27713F-HRTimeline
Gold Investment Management Ltd.21,148$2.05M0.87%+24313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV20,140$1.96M0.27%-28413F-HRTimeline
UniSuper Management Pty Ltd14,000$1.95M0.01%-3,50013F-HRTimeline
Anson Funds Management LPin group Anson Funds Management LP20,000$1.94M0.24%new13F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A18,781$1.82M0.01%-12613F-HRTimelineGroup
Columbus Macro, LLC18,521$1.8M0.25%new13F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.12,813$1.79M0.01%-1,67413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding18,269$1.77M+324Timeline
NAPLES GLOBAL ADVISORS, LLC18,215$1.77M0.17%+4,16513F-HRTimeline
Employees Provident Fund Board18,200$1.77M0.02%013F-HRTimeline
NorthRock Partners, LLC17,941$1.74M0.06%-1513F-HR/ATimeline
ALGERT GLOBAL LLC17,509$1.7M0.04%+88413F-HR/ATimeline
GRIES FINANCIAL LLC16,512$1.6M0.28%-413F-HRTimeline
Laird Norton Wetherby Wealth Management…16,440$1.6M0.08%+8213F-HRTimeline
Quantinno Capital Management LP16,215$1.57M0.02%+7,09313F-HRTimeline
Atria Investments, Inc15,948$1.55M0.02%new13F-HRTimeline
Turn8 Private Wealth Inc.10,905$1.52M1.08%13F-HRTimeline
Fulton Bank, N.A.14,497$1.41M0.05%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,472$1.4M0.04%+2,79713F-HRTimeline
Spartan Fund Management Inc.14,200$1.38M4.6%new13F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd13,902$1.35M0.09%+3,31913F-HRTimelineGroup
Curbstone Financial Management Corp13,834$1.34M0.28%013F-HRTimeline
SHELL ASSET MANAGEMENT CO13,691$1.33M0.06%+1,00013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW13,506$1.31M0.23%+1113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC13,162$1.28M<0.01%+13,04713F-HRTimelineGroup
IFG Advisory, LLC12,858$1.25M0.07%-45613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,832$1.25M<0.01%+1,41913F-HRTimelineGroup
Graham Capital Management, L.P.12,742$1.24M0.04%-12,84013F-HRTimeline
Probity Advisors, Inc.12,650$1.23M0.24%-22613F-HRTimeline