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BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

Filings received so far for Q3 2026: 41 13F filers report a position in BMO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Addenda Capital Inc.534,853$127M3.37%-90,21113F-HRTimeline
Mn Services Vermogensbeheer B.V.202,413$33.9M0.25%+1,80013F-HRTimeline
CANERECTOR INC125,000$21M9.61%013F-HRTimeline
Avanza Fonder AB60,714$14.4M0.28%+9,25213F-HRTimeline
Burkett Asset Management Ltd20,836$3.49M3.29%-59413F-HRTimeline
Dickmeyer Boyce Financial Management, I…6,625$1.11M0.57%013F-HRTimeline
Farther Finance Advisors, LLC6,012$1.01M0.01%+30013F-HRTimeline
Parrish Capital LLC5,863$981K0.96%-25813F-HRTimeline
Legacy Wealth Asset Management, LLC4,957$829K0.18%-113F-HRTimeline
Ipswich Investment Management Co., Inc.4,710$788K0.17%-10013F-HRTimeline
Boltwood Capital Management4,425$740K0.17%+2513F-HRTimeline
Versant Capital Management, Inc4,425$740K0.06%+18413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,238$709K0.01%013F-HRTimeline
Pacifica Partners Inc.3,655$604K0.18%-62013F-HRTimeline
ROCKLAND TRUST CO3,243$542K0.02%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,412$403K0.11%013F-HRTimeline
PARK NATIONAL CORP /OH/2,325$389K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC2,317$388K0.01%+9413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,189$366K0.04%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC1,931$323K0.04%+16413F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,536$257K0.03%+17513F-HRTimeline
FORM Wealth Advisors, LLC1,300$217K0.02%-6213F-HRTimeline
Applied Capital LLC/FL1,215$203K0.14%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$167K0.01%013F-HRTimelineGroup
GAMMA Investing LLC742$124K<0.01%013F-HRTimeline
Grove Bank & Trust710$119K0.01%013F-HRTimeline
Rydar Equities, Inc.725$117K0.06%new13F-HRTimeline
Olistico Wealth, LLC700$117K0.05%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB571$95.5K<0.01%-2513F-HRTimeline
CX Institutional554$93K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP500$83.6K0.01%013F-HRTimeline
EASTERN BANK496$83K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC466$77.9K0.04%-2113F-HRTimeline
True Wealth Design, LLC314$52.5K0.01%+1713F-HRTimeline
Bank & Trust Co263$44K0.03%013F-HRTimeline
Trust Co193$32.3K<0.01%013F-HRTimeline
Polaris Financial Partners114$19K0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC79$13.2K<0.01%013F-HRTimeline
STEPH & CO25$4.18K<0.01%013F-HRTimeline
CoreCap Advisors, LLC12$2.03K<0.01%013F-HRTimeline
Noble Wealth Management PBC12$2.01K<0.01%013F-HRTimeline