Bank of MontrealBMO
13F holders, Q3 2024 (September 30)470holders −7
39new positions
44sold out
3famous investors
$90.44avg. 13F price*
At the end of Q3 2024, 470 institutions reported holding Bank of Montreal (BMO) in their 13F filings, down 7 from Q2 2024. 39 opened new positions and 44 sold out. The largest holders were Royal Bank of Canada ($5.0B), Vanguard Group Inc. ($2.7B) and Bank of Montreal ($2.5B). 3 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL QUE (Q3 2024)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $52.7M |
| Exits | 44 | $117.1M |
All 13F filers, Q2 2024 → Q3 2024: 17,906,543 shares bought and 29,181,665 shares sold, net −11,275,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 470 holders
| Royal Bank of Canada | 1.11% | Reduce -4.2% | 55,325,120 | $5.0B |
| Vanguard Group Inc. | 0.05% | Add +2.0% | 29,918,005 | $2.7B |
| Bank of Montreal | 1.17% | Add +1.3% | 27,692,612 | $2.5B |
| TD Asset Management Inc | 1.37% | Reduce -8.5% | 17,128,157 | $1.6B |
| Cibc World Market Inc. | 3.25% | Reduce -8.3% | 15,995,447 | $1.4B |
| Bank of Nova Scotia | 2.56% | Add +15.8% | 14,024,491 | $1.3B |
| National Bank of Canada | 1.65% | Reduce -6.8% | 13,750,365 | $1.2B |
| Toronto Dominion Bank | 1.88% | Add +14.9% | 11,812,353 | $1.1B |
| Mackenzie Financial Corp. | 1.33% | Reduce -7.3% | 10,584,666 | $955.1M |
| Norges Bank | 0.13% | Add +21.0% | 10,449,486 | $942.8M |
| 1832 Asset Management L.P. | 1.14% | Add +3.5% | 7,565,045 | $682.4M |
| CIBC Asset Management Inc | 1.95% | Reduce -18.8% | 6,628,334 | $600.8M |
| JARISLOWSKY, FRASER Ltd | 3.18% | Add +20.0% | 6,285,331 | $567.8M |
| Beutel, Goodman & Co Ltd. | 2.63% | Add +4.7% | 5,912,417 | $534.1M |
| Caisse de depot et placement du Quebec | 0.97% | No change | 5,419,567 | $489.6M |
| Federation des caisses Desjardins du Quebec | 2.27% | Reduce -15.2% | 5,090,021 | $459.3M |
| FMR LLC | 0.03% | Add +14.2% | 5,046,721 | $455.4M |
| Manufacturers Life Insurance Company, The | 0.38% | Add +2.5% | 4,793,309 | $432.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.94% | Add +261.6% | 4,249,552 | $383.4M |
| Legal & General Group Plc | 0.10% | Add +1.3% | 4,147,304 | $374.6M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.1% | 3,558,032 | $320.9M |
| Fiera Capital Corp | 0.94% | Add +1.5% | 3,453,718 | $312.1M |
| Scotia Capital Inc. | 1.66% | Add +0.7% | 3,443,093 | $310.4M |
| Geode Capital Management, LLC | 0.02% | Add +10.2% | 3,321,849 | $303.1M |
| JPMorgan Chase & Co. | 0.02% | Add +4.5% | 3,327,465 | $300.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.72% | Reduce -34.7% | 3,169,608 | $286.0M |
| TD Waterhouse Canada Inc. | 1.86% | Add +6.9% | 2,476,545 | $228.7M |
| Canada Pension Plan Investment Board | 0.22% | Reduce -1.4% | 2,525,575 | $228.2M |
| Guardian Capital LP | 7.15% | Reduce -15.9% | 2,158,013 | $194.9M |
| Bank of America Corp. | 0.02% | Reduce -52.1% | 2,110,946 | $190.4M |
| Morgan Stanley | 0.01% | Add +17.8% | 2,106,188 | $190.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.87% | Reduce -39.2% | 1,985,056 | $179.1M |
| Letko, Brosseau & Associates Inc. | 3.15% | Reduce -1.3% | 1,919,950 | $173.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +5.9% | 1,848,917 | $167.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -35.9% | 1,845,990 | $166.5M |
| FIL Ltd | 0.14% | Reduce -82.0% | 1,723,780 | $155.5M |
| Agf Management Ltd. | 0.78% | Reduce -11.3% | 1,595,709 | $152.1M |
| Massachusetts Financial Services Co. | 0.04% | Add +0.1% | 1,631,618 | $147.2M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -0.3% | 1,576,542 | $142.4M |
| Clearbridge Investments, LLC | 0.10% | Add +46.6% | 1,495,899 | $133.3M |
| Arrowstreet Capital, Limited Partnership | 0.11% | Add +3520.6% | 1,476,835 | $133.2M |
| Alberta Investment Management Corp | 1.14% | Reduce -33.1% | 1,388,400 | $125.4M |
| Newport Trust Company, LLC | 0.30% | Reduce -1.6% | 1,388,580 | $125.2M |
| Cardinal Capital Management, Inc. | 4.83% | Add +4.9% | 1,298,627 | $117.3M |
| Aviso Financial Inc. | 4.49% | Add +1.8% | 1,004,191 | $90.6M |
| Addenda Capital Inc. | 3.14% | Reduce -16.3% | 720,766 | $88.0M |
| Deutsche Bank AG | 0.03% | Add +13.0% | 939,939 | $84.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -13.1% | 939,343 | $84.7M |
| Two Sigma Investments, LP | 0.18% | Reduce -11.9% | 847,892 | $76.5M |
| Invesco Ltd. | 0.01% | Reduce -19.6% | 805,524 | $72.7M |
| Value Partners Investments Inc. | 5.56% | Add +0.3% | 760,524 | $68.8M |
| Voloridge Investment Management, LLC | 0.24% | Add +80.7% | 741,472 | $66.9M |
| MUFG Securities EMEA plc | 2.50% | Add +5.3% | 500,000 | $61.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 668,632 | $60.3M |
| Mufg Securities (canada), LTD. | 2.61% | Add +67.7% | 647,345 | $58.5M |
| Capital International Investors | 0.01% | Add +0.0% | 619,029 | $55.9M |
| Intact Investment Management Inc. | 1.76% | Add +73.0% | 588,209 | $53.1M |
| Amundi | 0.02% | Reduce -5.1% | 572,105 | $51.5M |
| BlackRock, Inc. | 0.00% | — | 561,115 | $50.6M |
| First Trust Advisors LP | 0.05% | Reduce -2.4% | 532,581 | $48.0M |
| Bank of Nova Scotia Trust Co. | 4.56% | Add +6.5% | 498,221 | $44.9M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +3.1% | 483,408 | $43.7M |
| Korea Investment CORP | 0.10% | Add +7.1% | 466,139 | $42.1M |
| Citadel Advisors | 0.04% | Add +23.2% | 431,936 | $39.0M |
| D. E. Shaw & Co. | 0.05% | Add +2352.0% | 424,201 | $38.3M |
| State of Tennessee, Department of Treasury | 0.13% | Add +0.9% | 417,461 | $37.7M |
| Guardian Capital Advisors LP | 3.36% | Add +2.6% | 374,594 | $34.1M |
| UBS Group AG | 0.01% | Add +31.8% | 369,357 | $33.3M |
| Aviva PLC | 0.08% | Add +2.3% | 343,231 | $31.0M |
| Franklin Resources Inc. | 0.01% | Add +1.8% | 326,510 | $30.8M |
| HSBC Holdings PLC | 0.02% | Add +4810.1% | 339,925 | $30.6M |
| Pictet Asset Management Holding SA | 0.03% | Add +1.7% | 319,824 | $29.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 308,826 | $27.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +2.9% | 272,191 | $24.6M |
| Cidel Asset Management Inc. | 1.59% | Reduce -1.6% | 248,971 | $22.5M |
| Rempart Asset Management Inc. | 3.92% | Add +0.2% | 224,443 | $21.1M |
| OMERS ADMINISTRATION Corp | 0.18% | No change | 219,955 | $19.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 1.35% | Add +4.1% | 214,070 | $19.3M |
| Varma Mutual Pension Insurance Co | 0.15% | New | 211,329 | $19.2M |
| Russell Investments Group, Ltd. | 0.03% | Add +19.9% | 210,799 | $19.0M |
| Susquehanna Portfolio Strategies, LLC | 1.29% | Reduce -2.2% | 208,609 | $18.8M |
| AXA S.A. | 0.05% | Add +75.6% | 200,200 | $18.1M |
| Van Eck Associates Corp. | 0.02% | Add +23.0% | 190,255 | $17.8M |
| Forsta Ap-Fonden | 0.13% | Add +20.0% | 181,600 | $16.4M |
| DORCHESTER WEALTH MANAGEMENT Co | 2.99% | Add +3.6% | 182,675 | $16.4M |
| American Century Companies Inc. | 0.01% | Add +9.3% | 179,867 | $16.2M |
| Pinnacle Financial Partners Inc | 0.32% | Add +0.4% | 177,888 | $16.0M |
| Citigroup Inc. | 0.01% | Add +7.0% | 165,148 | $14.9M |
| Burgundy Asset Management Ltd. | 0.14% | No change | 160,000 | $14.4M |
| Capital International, Inc. | 0.18% | Reduce -3.5% | 156,209 | $14.1M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Reduce -6.8% | 155,100 | $14.0M |
| O'shaughnessy Asset Management, LLC | 0.12% | Reduce -0.8% | 143,546 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +2.5% | 146,232 | $13.2M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -4.9% | 144,747 | $13.0M |
| Vontobel Holding Ltd. | 0.04% | Reduce -4.0% | 127,819 | $11.5M |
| Wellington Management Group LLP | 0.00% | Add +80.0% | 125,572 | $11.3M |
| Investment Management Corp of Ontario | 0.25% | Reduce -1.3% | 125,590 | $11.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -7.4% | 123,588 | $11.2M |
| AMF Tjanstepension AB | 0.07% | No change | 114,887 | $10.5M |
| Northwest & Ethical Investments L.P. | 0.28% | Add +5.2% | 115,865 | $10.5M |
| USS Investment Management Ltd | 0.07% | No change | 109,005 | $9.8M |
| Intech Investment Management LLC | 0.11% | Add +3.7% | 107,096 | $9.7M |
| SIG North Trading, ULC | 2.98% | Reduce -16.5% | 106,670 | $9.6M |
| American Assets Investment Management, LLC | 0.76% | No change | 96,000 | $8.7M |
| Public Sector Pension Investment Board | 0.05% | Reduce -0.2% | 95,431 | $8.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | No change | 95,187 | $8.6M |
| Two Sigma Advisers, LP | 0.02% | Reduce -65.7% | 93,898 | $8.5M |
| LPL Financial LLC | 0.00% | Add +17.4% | 86,075 | $7.8M |
| Utah Retirement Systems | 0.08% | No change | 81,172 | $7.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 79,109 | $7.1M |
| Capital Fund Management S.A. | 0.08% | Add +10.6% | 79,060 | $7.1M |
| Jane Street Group, LLC | 0.01% | Reduce -75.4% | 78,828 | $7.1M |
| Ossiam | 0.13% | Add +51.5% | 77,198 | $7.0M |
| Millennium Management | 0.01% | New | 75,967 | $6.9M |
| St Germain D J Co. Inc. | 0.31% | Reduce -29.0% | 75,363 | $6.8M |
| Federated Hermes, Inc. | 0.01% | Reduce -1.4% | 71,295 | $6.4M |
| Janus Henderson Group PLC | 0.00% | No change | 71,163 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +3.8% | 60,714 | $6.3M |
| Lorne Steinberg Wealth Management Inc. | 1.81% | Reduce -0.4% | 69,241 | $6.2M |
| Northwest Bancshares, Inc. | 0.98% | Reduce -13.0% | 63,493 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.2% | 60,162 | $5.4M |
| Raymond James & Associates | 0.00% | Reduce -16.9% | 59,194 | $5.3M |
| M&T Bank Corp | 0.02% | Reduce -3.5% | 57,623 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.7% | 54,686 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 54,558 | $4.9M |
| Dana Investment Advisors, Inc. | 0.16% | Reduce -0.9% | 53,343 | $4.8M |
| Ensign Peak Advisors, Inc | 0.01% | Add +0.2% | 51,729 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -0.5% | 51,744 | $4.7M |
| Romano Brothers and Company | 0.58% | Reduce -2.7% | 51,533 | $4.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +141.8% | 50,682 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +13.0% | 50,532 | $4.6M |
| Twin Tree Management, LP | 0.10% | New | 50,095 | $4.5M |
| NewGen Asset Management Ltd | 2.46% | New | 50,000 | $4.5M |
| Rathbones Group PLC | 0.02% | Reduce -1.7% | 48,103 | $4.3M |
| Mariner, LLC | 0.01% | Add +3.9% | 46,469 | $4.2M |
| Allianz Asset Management GmbH | 0.01% | Add +0.8% | 46,158 | $4.2M |
| NBT Bank, N.A. | 0.28% | Add +0.9% | 45,836 | $4.1M |
| Vertex Planning Partners, LLC | 0.97% | New | 44,928 | $4.1M |
| Maryland State Retirement & Pension System | 0.08% | Add +1.3% | 42,883 | $3.9M |
| K.J. Harrison & Partners Inc | 0.56% | Reduce -66.4% | 40,091 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.8% | 36,566 | $3.3M |
| SpiderRock Advisors, LLC | 0.07% | Reduce -3.3% | 34,917 | $3.1M |
| Man Group plc | 0.01% | Reduce -24.8% | 34,682 | $3.1M |
| Creative Planning | 0.00% | Add +16.8% | 34,231 | $3.1M |
| Harvest Portfolios Group Inc. | 0.10% | Add +1.8% | 31,812 | $2.9M |
| Natixis Advisors, LLC | 0.01% | Add +7.6% | 30,990 | $2.8M |
| Silver Lake Advisory, LLC | 0.61% | Reduce -0.9% | 30,227 | $2.7M |
| Entropy Technologies, LP | 0.28% | New | 29,774 | $2.7M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -5.5% | 27,596 | $2.5M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -35.4% | 26,903 | $2.4M |
| Metis Global Partners, LLC | 0.07% | Reduce -4.7% | 25,782 | $2.3M |
| Graham Capital Management, L.P. | 0.12% | Add +390.0% | 25,582 | $2.3M |
| Bessemer Group Inc. | 0.00% | Add +0.8% | 24,880 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 24,213 | $2.2M |
| United Services Automobile Association | 0.05% | Reduce -12.9% | 23,798 | $2.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 23,701 | $2.1M |
| UniSuper Management Pty Ltd | 0.02% | No change | 17,500 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -39.0% | 20,500 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -9.2% | 21,115 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +3.2% | 21,094 | $1.9M |
| Gold Investment Management Ltd. | 0.79% | Add +1.3% | 20,905 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Add +58.3% | 20,118 | $1.9M |
| Resources Management Corp. /CT/ | 0.25% | Reduce -0.2% | 20,424 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.1% | 19,974 | $1.8M |
| Pinebridge Investments, L.P. | 0.01% | Add +608.4% | 14,487 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 19,550 | $1.8M |
| Wolverine Trading, LLC | 0.05% | Add +220.0% | 19,493 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -17.3% | 19,063 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +27.2% | 19,051 | $1.7M |
| Credit Agricole S A | 0.01% | Add +1.7% | 18,907 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +4.3% | 18,438 | $1.7M |
| Hillsdale Investment Management Inc. | 0.13% | Reduce -5.0% | 18,347 | $1.7M |
| Employees Provident Fund Board | 0.02% | No change | 18,200 | $1.6M |
| NorthRock Partners, LLC | 0.05% | No change | 17,956 | $1.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -23.5% | 17,600 | $1.6M |
| FORA Capital, LLC | 0.18% | Add +157.1% | 17,359 | $1.6M |
| Algert Global LLC | 0.04% | New | 16,625 | $1.5M |
| UMB Bank, n.a. | 0.02% | No change | 16,633 | $1.5M |
| Gries Financial LLC | 0.28% | Reduce -20.1% | 16,516 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | Reduce -8.4% | 16,358 | $1.5M |
| Nexus Investment Management ULC | 0.14% | No change | 16,244 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.1% | 15,385 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Reduce -11.5% | 14,675 | $1.3M |
| Marshall Wace, LLP | 0.00% | New | 14,465 | $1.3M |
| Naples Global Advisors, LLC | 0.12% | Reduce -0.8% | 14,050 | $1.3M |
| Curbstone Financial Management Corp | 0.27% | No change | 13,834 | $1.2M |
| Keybank National Association | 0.00% | Reduce -19.8% | 13,539 | $1.2M |
| Cigna Investments Inc. | 0.22% | Reduce -2.0% | 13,495 | $1.2M |
| IFG Advisory, LLC | 0.08% | Reduce -1.5% | 13,314 | $1.2M |
| Associated Banc-Corp | 0.03% | Reduce -0.5% | 13,170 | $1.2M |
| Rodgers Brothers Inc. | 0.15% | Add +0.4% | 13,025 | $1.2M |
| Probity Advisors, Inc. | 0.22% | Add +21.4% | 12,876 | $1.2M |
| Shell Asset Management Co. | 0.05% | — | 12,691 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | Reduce -0.8% | 11,838 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 11,751 | $1.1M |
| Ritholtz Wealth Management | 0.03% | Reduce -3.0% | 11,675 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.5% | 11,549 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.7% | 11,413 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -11.7% | 11,293 | $1.0M |
| Balyasny Asset Management L.P. | 0.00% | Add +12.7% | 11,130 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +109.0% | 10,939 | $987K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.6% | 10,912 | $984K |
| Yousif Capital Management, LLC | 0.01% | Reduce -7.7% | 10,746 | $969K |
| Cumberland Partners Ltd | 0.07% | Reduce -19.6% | 10,583 | $956K |
| Ignite Planners, LLC | 0.22% | Add +13.5% | 10,463 | $944K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.6% | 10,374 | $936K |
| Numerai GP LLC | 0.24% | New | 10,041 | $906K |
| Berger Financial Group, Inc | 0.06% | Reduce -1.0% | 9,972 | $899K |
| Nebula Research & Development LLC | 0.11% | Add +267.2% | 9,774 | $882K |
| Smithfield Trust Co | 0.04% | No change | 9,766 | $880K |
| Capital World Investors | 0.00% | No change | 9,749 | $880K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 9,663 | $872K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 9,500 | $857K |
| First American Bank | 0.06% | No change | 9,360 | $844K |
| Quantinno Capital Management LP | 0.01% | Add +9.6% | 9,122 | $823K |
| FineMark National Bank & Trust | 0.03% | New | 8,921 | $805K |
| State Street Corp. | 0.00% | No change | 8,912 | $804K |
| Signaturefd, LLC | 0.02% | Add +3.6% | 8,894 | $802K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -1.3% | 8,667 | $782K |
| Vise Technologies, Inc. | 0.10% | Add +40.7% | 8,605 | $776K |
| D.A. Davidson & Co. | 0.01% | Add +1.3% | 8,602 | $776K |
| MML Investors Services, LLC | 0.00% | Reduce -2.4% | 8,487 | $765K |
| Louisbourg Investments Inc. | 0.19% | No change | 8,428 | $761K |
| North Star Asset Management Inc. | 0.03% | Reduce -2.1% | 8,322 | $751K |
| Independent Advisor Alliance | 0.03% | Add +111.3% | 8,321 | $751K |
| Candriam S.C.A. | 0.00% | Add +28.0% | 8,238 | $744K |
| Blair William & Co. | 0.00% | Add +5.5% | 8,086 | $729K |
| Ipswich Investment Management Co., Inc. | 0.17% | No change | 8,039 | $725K |
| Portland Investment Counsel Inc. | 0.26% | No change | 8,000 | $722K |
| Mairs & Power Inc. | 0.01% | Reduce -12.8% | 7,846 | $708K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -4.8% | 7,723 | $697K |
| First Trust Direct Indexing L.P. | 0.04% | Reduce -4.3% | 7,646 | $690K |
| Nicolet Advisory Services, LLC | 0.06% | Reduce -4.8% | 7,540 | $688K |
| Prudential PLC | 0.00% | New | 7,602 | $686K |
| Jefferies Financial Group Inc. | 0.01% | No change | 7,492 | $676K |
| VAUGHAN & Co SECURITIES, INC. | 0.40% | Reduce -0.6% | 7,447 | $672K |
| Swiss Life Asset Management Ltd | 0.01% | New | 7,248 | $654K |
| Chiron Capital Management, LLC | 0.56% | Add +12.0% | 7,058 | $637K |
| Harbour Investments, Inc. | 0.02% | Add +10.3% | 6,897 | $622K |
| Ti-Trust, Inc. | 0.43% | No change | 6,692 | $604K |
| Crescent Grove Advisors, LLC | 0.06% | Reduce -13.3% | 6,455 | $582K |
| Harbour Trust & Investment Management Co | 0.07% | Add +2.8% | 6,340 | $572K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.7% | 6,251 | $564K |
| Wealthspire Advisors, LLC | 0.01% | No change | 6,230 | $562K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.2% | 6,210 | $560K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 6,200 | $559K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.9% | 6,170 | $557K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -1.7% | 6,062 | $547K |
| Busey Bank | 0.02% | No change | 6,000 | $541K |
| Pacifica Partners Inc. | 0.22% | No change | 5,980 | $541K |
| Barclays PLC | 0.00% | Add +70.8% | 5,923 | $534K |
| Syon Capital LLC | 0.05% | Reduce -14.7% | 5,911 | $533K |
| XTX Topco Ltd | 0.04% | Reduce -61.1% | 5,834 | $526K |
| Acadian Asset Management LLC | 0.00% | Reduce -67.2% | 5,842 | $526K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +249.3% | 5,519 | $498K |
| Forum Financial Management, LP | 0.01% | No change | 5,477 | $494K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.3% | 5,155 | $465K |
| Passumpsic Savings Bank | 0.30% | Add +2.1% | 5,142 | $464K |
| HighPoint Advisor Group LLC | 0.03% | Add +53.4% | 5,098 | $460K |
| Tradition Wealth Management, LLC | 0.04% | No change | 4,949 | $446K |
| Financial Counselors Inc. | 0.01% | Reduce -4.8% | 4,915 | $443K |
| Evergreen Capital Management LLC | 0.01% | Reduce -8.3% | 4,863 | $439K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +4.5% | 4,771 | $430K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +4.5% | 4,771 | $430K |
| Prudential Financial Inc. | 0.00% | No change | 4,770 | $430K |
| Lanark Financial, Inc. | 0.04% | Reduce -5.8% | 4,777 | $430K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -28.5% | 4,743 | $428K |
| Savant Capital, LLC | 0.00% | Add +13.9% | 4,739 | $427K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 4,702 | $424K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.9% | 4,662 | $421K |
| Intrua Financial, LLC | 0.07% | Add +3.3% | 4,640 | $418K |
| Onex Canada Asset Management Inc. | 0.05% | Reduce -94.5% | 4,581 | $413K |
| Patrick M Sweeney & Associates, Inc. | 0.30% | No change | 4,508 | $407K |
| Ellenbecker Investment Group | 0.08% | No change | 4,505 | $406K |
| Rowlandmiller & Partners.adv | 0.08% | No change | 4,476 | $404K |
| Nwam LLC | 0.02% | New | 4,453 | $402K |
| Silverlake Wealth Management LLC | 0.15% | Add +0.1% | 4,438 | $400K |
| Biltmore Family Office, LLC | 0.07% | Add +0.3% | 4,360 | $393K |
| Avalon Capital Management | 0.12% | No change | 4,350 | $392K |
| Jones Financial Companies LLLP | 0.00% | Add +432.7% | 4,331 | $392K |
| SlateStone Wealth, LLC | 0.03% | No change | 4,277 | $386K |
| KLCM Advisors, Inc. | 0.04% | Add +5.3% | 4,151 | $374K |
| Boltwood Capital Management | 0.11% | Add +3.1% | 4,125 | $372K |
| BNP Paribas Financial Markets | 0.00% | Add +47.9% | 4,057 | $366K |
| Watershed Private Wealth LLC | 0.14% | No change | 4,000 | $361K |
| Commerce Bank | 0.00% | Add +0.0% | 3,996 | $360K |
| Benjamin Edwards Inc. | 0.01% | New | 3,961 | $357K |
| Aigen Investment Management, LP | 0.07% | New | 3,933 | $355K |
| Certuity, LLC | 0.04% | No change | 3,929 | $354K |
| Compound Planning, Inc. | 0.02% | Add +23.4% | 3,908 | $353K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +2.3% | 3,814 | $344K |
| Quilter Plc | 0.01% | No change | 3,770 | $340K |
| World Investment Advisors | 0.01% | Reduce -10.3% | 3,757 | $339K |
| Thrivent Financial for Lutherans | 0.00% | Add +6.0% | 3,667 | $331K |
| Group One Trading LLC | 0.01% | New | 3,632 | $328K |
| Trust Co. of Vermont | 0.02% | No change | 3,618 | $326K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -15.2% | 3,578 | $323K |
| Squarepoint Ops LLC | 0.00% | Reduce -87.5% | 3,562 | $321K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 3,558 | $321K |
| Puzo Michael J | 0.08% | No change | 3,500 | $316K |
| Operose Advisors LLC | 0.10% | No change | 3,486 | $314K |
| PDS Planning, Inc | 0.03% | Reduce -2.4% | 3,442 | $310K |
| Brighton Jones LLC | 0.01% | Reduce -7.5% | 3,387 | $306K |
| Focus Partners Wealth | 0.00% | Reduce -30.6% | 3,380 | $305K |
| Vantage Financial Partners, LLC | 0.07% | New | 3,316 | $299K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -8.8% | 3,264 | $294K |
| Baskin Financial Services Inc. | 0.02% | No change | 3,172 | $286K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 3,153 | $284K |
| Merit Financial Group, LLC | 0.01% | Reduce -27.7% | 3,136 | $283K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +1.9% | 3,094 | $279K |
| Wedbush Securities Inc. | 0.01% | New | 3,086 | $278K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,079 | $278K |
| Caprock Group, LLC | 0.01% | Add +8.7% | 3,046 | $275K |
| Sei Investments Co. | 0.00% | New | 3,041 | $274K |
| Diversified Trust Co. | 0.01% | Add +1.0% | 3,019 | $272K |
| Captrust Financial Advisors | 0.00% | Reduce -1.2% | 3,001 | $271K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.4% | 3,001 | $271K |
| Thompson Investment Management, Inc. | 0.04% | Add +0.7% | 2,988 | $270K |
| Davis-Rea LTD. | 0.12% | Reduce -43.3% | 2,925 | $264K |
| Ballentine Partners, LLC | 0.00% | Reduce -5.1% | 2,923 | $264K |
| Enterprise Bank & Trust Co | 0.08% | No change | 2,920 | $263K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +26.9% | 2,915 | $263K |
| Cozad Asset Management Inc. | 0.03% | Reduce -9.5% | 2,904 | $262K |
| Magnus Financial Group LLC | 0.03% | No change | 2,857 | $258K |
| Annex Advisory Services, LLC | 0.01% | Add +16.0% | 2,810 | $253K |
| Smith, Moore & Co. | 0.02% | No change | 2,758 | $249K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.2% | 2,740 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.8% | 2,738 | $247K |
| WoodTrust Financial Corp | 0.03% | Reduce -90.2% | 2,714 | $245K |
| Murchinson Ltd. | 0.11% | New | 2,706 | $244K |
| Trifecta Capital Advisors, LLC | 0.05% | Reduce -28.4% | 2,675 | $241K |
| Arkos Global Advisors | 0.03% | No change | 2,672 | $241K |
| Fielder Capital Group LLC | 0.08% | No change | 2,643 | $238K |
| Doliver Advisors, LP | 0.07% | Reduce -5.3% | 2,641 | $238K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.1% | 2,613 | $236K |
| Parallel Advisors, LLC | 0.01% | Add +19.3% | 2,594 | $234K |
| Lindbrook Capital, LLC | 0.02% | Add +2.4% | 2,590 | $234K |
| Old National Bancorp | 0.01% | No change | 2,558 | $231K |
| Alta Advisers Ltd | 0.10% | New | 2,542 | $230K |
| CVA Family Office, LLC | 0.04% | Add +0.5% | 2,525 | $228K |
| Performance Wealth Partners, LLC | 0.01% | New | 2,500 | $226K |
| First Affirmative Financial Network | 0.12% | Reduce -26.6% | 2,486 | $224K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -3.5% | 2,442 | $220K |
| Bahl & Gaynor LLC | 0.00% | No change | 2,436 | $220K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Reduce -41.1% | 2,416 | $218K |
| North Star Investment Management Corp. | 0.01% | Reduce -5.0% | 2,391 | $216K |
| Park National Corp. | 0.01% | Reduce -12.0% | 2,385 | $215K |
| West Family Investments, Inc. | 0.07% | New | 2,374 | $214K |
| Westwood Holdings Group Inc. | 0.00% | New | 2,336 | $211K |
| Patten & Patten Inc. | 0.01% | New | 2,328 | $210K |
| Townsend & Associates, Inc | 0.02% | New | 2,225 | $208K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 2,277 | $205K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -19.6% | 2,276 | $205K |
| Alera Investment Advisors, LLC | 0.02% | New | 2,270 | $205K |
| Curi Capital, LLC | 0.00% | New | 2,264 | $204K |
| Pegasus Partners Ltd. | 0.02% | Reduce -33.7% | 2,262 | $204K |
| REDW Wealth LLC | 0.05% | New | 2,220 | $200K |
| Bogart Wealth, LLC | 0.01% | No change | 2,202 | $199K |
| Investors Research Corp | 0.04% | No change | 2,157 | $195K |
| Oarsman Capital, Inc. | 0.04% | New | 2,118 | $191K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -56.2% | 2,121 | $191K |
| Fifth Third Bancorp | 0.00% | Reduce -19.8% | 1,984 | $179K |
| Cromwell Holdings LLC | 0.10% | Add +37.4% | 1,739 | $157K |
| Studio Investment Management LLC | 0.03% | No change | 1,668 | $150K |
| Macquarie Group Ltd. | 0.00% | No change | 1,624 | $147K |
| GAMMA Investing LLC | 0.01% | Reduce -14.2% | 1,570 | $142K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.5% | 1,547 | $140K |
| Caldwell Trust Co | 0.01% | No change | 1,500 | $135K |
| Webster Bank, N. A. | 0.01% | No change | 1,400 | $126K |
| Cyrus J. Lawrence, LLC | 0.02% | No change | 1,400 | $126K |
| Quadrant Capital Group LLC | 0.01% | Add +2.1% | 1,339 | $121K |
| Allworth Financial LP | 0.00% | Reduce -0.3% | 1,338 | $121K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,330 | $120K |
| Cwm, LLC | 0.00% | Add +54.0% | 1,318 | $119K |
| Compass Wealth Management LLC | 0.03% | No change | 1,240 | $112K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,204 | $109K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.9% | 1,103 | $99K |
| Whittier Trust Co. | 0.00% | No change | 1,092 | $98K |
| Mather Group, Llc. | 0.00% | Reduce -2.3% | 1,055 | $95K |
| Winthrop Capital Management, LLC | 0.05% | No change | 1,058 | $95K |
| Tompkins Financial Corp. | 0.01% | No change | 1,000 | $90K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,000 | $90K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,000 | $90K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 980 | $88K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 971 | $88K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 960 | $87K |
| Rhumbline Advisers | 0.00% | No change | 903 | $81K |
| Caldwell Sutter Capital, Inc. | 0.04% | Reduce -0.8% | 852 | $77K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 803 | $72K |
| Bray Capital Advisors | 0.02% | No change | 800 | $72K |
| Hexagon Capital Partners LLC | 0.01% | Add +1.0% | 774 | $70K |
| Ridgewood Investments LLC | 0.03% | Reduce -0.1% | 772 | $70K |
| Tacita Capital Inc | 0.04% | No change | 737 | $67K |
| Johnson Financial Group, Inc. | 0.00% | Add +1575.0% | 737 | $66K |
| Olistico Wealth, LLC | 0.04% | No change | 700 | $63K |
| Blue Trust, Inc. | 0.00% | Add +207.8% | 668 | $56K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $54K |
| Grove Bank & Trust | 0.01% | Add +11.2% | 567 | $51K |
| GHP Investment Advisors, Inc. | 0.00% | Add +244.1% | 554 | $50K |
| CENTRAL TRUST Co | 0.00% | Reduce -8.3% | 550 | $50K |
| JNBA Financial Advisors | 0.00% | No change | 500 | $45K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 500 | $45K |
| Huntington National Bank | 0.00% | No change | 491 | $44K |
| Rothschild Investment LLC | 0.00% | Add +1.5% | 482 | $43K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.1% | 461 | $42K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 417 | $38K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 400 | $36K |
| Crewe Advisors LLC | 0.00% | No change | 400 | $36K |
| Capital Analysts, LLC | 0.00% | Reduce -13.2% | 402 | $36K |
| Global Retirement Partners, LLC | 0.00% | Reduce -11.1% | 384 | $35K |
| Winch Advisory Services, LLC | 0.01% | No change | 350 | $32K |
| Principal Securities, Inc. | 0.00% | Reduce -2.0% | 345 | $31K |
| IAG Wealth Partners, LLC | 0.01% | No change | 335 | $30K |
| Wintrust Investments LLC | 0.02% | Reduce -87.5% | 338 | $30K |
| Uncommon Cents Investing LLC | 0.01% | New | 315 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Add +73.0% | 308 | $28K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 278 | $25K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 270 | $24K |
| Bank & Trust Co | 0.02% | No change | 263 | $24K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -78.3% | 259 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Add +28.3% | 254 | $23K |
| WFA of San Diego, LLC | 0.02% | No change | 250 | $23K |
| Private Trust Co. NA | 0.00% | Reduce -58.5% | 248 | $22K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 240 | $22K |
| Avior Wealth Management, LLC | 0.00% | No change | 218 | $20K |
| Financial Management Professionals, Inc. | 0.00% | Add +12.0% | 206 | $19K |
| Natixis | 0.00% | Reduce -1.9% | 202 | $18K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -2.5% | 195 | $18K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 190 | $17K |
| WFA Asset Management Corp | 0.01% | No change | 181 | $16K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -31.3% | 178 | $16K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -49.4% | 177 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.8% | 163 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 160 | $14K |
| Venturi Wealth Management, LLC | 0.00% | Add +81.1% | 134 | $12K |
| SWAN Capital LLC | 0.01% | No change | 129 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 125 | $11K |
| Daiwa Securities Group Inc. | 0.00% | No change | 120 | $11K |
| Silicon Valley Capital Partners | 0.00% | Add +1.7% | 121 | $11K |
| Assetmark, Inc. | 0.00% | No change | 115 | $10K |
| IFP Advisors, Inc | 0.00% | Add +64.7% | 112 | $10K |
| MCF Advisors LLC | 0.00% | No change | 110 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 100 | $9K |
| TruNorth Capital Management, LLC | 0.00% | New | 100 | $9K |
| Hemington Wealth Management | 0.00% | New | 100 | $9K |
| Pineridge Advisors LLC | 0.00% | No change | 96 | $9K |
| Addison Advisors LLC | 0.00% | Reduce -44.9% | 87 | $8K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 75 | $7K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 71 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -43.5% | 65 | $6K |
| CoreCap Advisors, LLC | 0.00% | New | 59 | $5K |
| Penserra Capital Management LLC | 0.00% | Add +5.0% | 63 | $5K |
| GeoWealth Management, LLC | 0.00% | New | 54 | $5K |
| Financial Avengers, Inc. | 0.00% | No change | 50 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 46 | $4K |
| Wells Financial Advisors INC | 0.01% | New | 45 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +34.4% | 43 | $4K |
| Highline Wealth Partners LLC | 0.00% | Add +377.8% | 43 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 43 | $4K |
| Colonial Trust Advisors | 0.00% | No change | 40 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 32 | $3K |
| Nvwm, LLC | 0.00% | New | 25 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -80.7% | 24 | $2K |
| Sandy Spring Bank | 0.00% | No change | 23 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $2K |
| Arax Advisory Partners | 0.00% | Add +16.7% | 14 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $451 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 5 | $451 |
| Pathway Financial Advisers, LLC | 0.00% | Add +2701.7% | 30,454 | $338 |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.