BANK OF MONTREAL /CAN/ (BMO) — Institutional Holders, Q2 2026 (page 3)
659 institutional investment managers reported a BMO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $60.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BMO 13F holders ranked 201–300 of 659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | OSAIC#201 · 22,646 sh | 22,646 | $4.0M | <0.01% | +8.4% |
| 202 | ASR Vermogensbeheer N.V.#202 · 22,522 sh | 22,522 | $4.0M | — | +1.4% |
| 203 | HighTower Advisors#203 · 22,179 sh | 22,179 | $3.9M | <0.01% | +0.3% |
| 204 | CLIFTONLARSONALLEN WEALTH ADVISORS#204 · 22,055 sh | 22,055 | $3.9M | — | +12.5% |
| 205 | Assenagon Asset Management S.A.#205 · 21,816 sh | 21,816 | $3.9M | — | -0.2% |
| 206 | Burkett Asset Management Ltd#206 · 21,430 sh | 21,430 | $3.8M | — | -12.6% |
| 207 | Laird Norton Wetherby Company#207 · 21,292 sh | 21,292 | $3.8M | 0.07% | +10.1% |
| 208 | Cerity Partners#208 · 20,532 sh | 20,532 | $3.6M | <0.01% | +2.3% |
| 209 | Corient Private Wealth#209 · 20,093 sh | 20,093 | $3.6M | <0.01% | +19.1% |
| 210 | Kestra Advisory Services#210 · 19,637 sh | 19,637 | $3.5M | 0.01% | +0.4% |
| 211 | RITHOLTZ WEALTH MANAGEMENT#211 · 19,427 sh | 19,427 | $3.4M | 0.05% | +7.4% |
| 212 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#212 · 19,189 sh | 19,189 | $3.4M | <0.01% | +30.4% |
| 213 | WORLDQUANT MILLENNIUM ADVISORS#213 · 18,941 sh | 18,941 | $3.3M | 0.01% | +77.1% |
| 214 | NorthRock Partners#214 · 18,316 sh | 18,316 | $3.2M | 0.05% | 0.0% |
| 215 | Silver Lake Advisory#215 · 17,444 sh | 17,444 | $3.1M | — | -0.9% |
| 216 | NAPLES GLOBAL ADVISORS#216 · 17,310 sh | 17,310 | $3.1M | 0.19% | -0.3% |
| 217 | Rockefeller Capital Management L.P.#217 · 17,209 sh | 17,209 | $3.0M | <0.01% | +7.3% |
| 218 | PNC FINANCIAL SERVICES GROUP#218 · 15,749 sh | 15,749 | $2.8M | <0.01% | -33.3% |
| 219 | Entropy Technologies#219 · 15,576 sh | 15,576 | $2.8M | 0.11% | New |
| 220 | BNP PARIBAS FINANCIAL MARKETS#220 · 15,464 sh | 15,464 | $2.7M | <0.01% | -78.0% |
| 221 | Union Bancaire Privee, UBP SA#221 · 15,101 sh | 15,101 | $2.6M | 0.03% | +0.8% |
| 222 | Mediolanum International Funds Ltd#222 · 14,595 sh | 14,595 | $2.6M | 0.02% | +103.4% |
| 223 | Focus Partners Wealth#223 · 14,446 sh | 14,446 | $2.6M | <0.01% | +6.9% |
| 224 | First Bank#224 · 14,338 sh | 14,338 | $2.5M | — | -17.1% |
| 225 | TRUIST FINANCIAL#225 · 14,067 sh | 14,067 | $2.5M | <0.01% | -72.2% |
| 226 | Orion Porfolio Solutions#226 · 13,824 sh | 13,824 | $2.4M | 0.02% | -6.1% |
| 227 | HARBOUR INVESTMENTS#227 · 13,329 sh | 13,329 | $2.4M | 0.03% | +1.8% |
| 228 | Pathstone#228 · 13,066 sh | 13,066 | $2.3M | <0.01% | +1.1% |
| 229 | Curbstone Financial Management#229 · 12,984 sh | 12,984 | $2.3M | — | -4.8% |
| 230 | SIGNATUREFD#230 · 12,930 sh | 12,930 | $2.3M | — | +13.9% |
| 231 | Tower Research Capital (TRC)#231 · 12,921 sh | 12,921 | $2.3M | 0.06% | +213.2% |
| 232 | HB Wealth Management#232 · 12,873 sh | 12,873 | $2.3M | — | +35.7% |
| 233 | KEYBANK NATIONAL ASSOCIATION#233 · 12,830 sh | 12,830 | $2.3M | <0.01% | +9.1% |
| 234 | CIGNA INVESTMENTS#234 · 12,663 sh | 12,663 | $2.2M | — | +1.1% |
| 235 | NATIXIS#235 · 12,497 sh | 12,497 | $2.2M | <0.01% | -51.4% |
| 236 | Texas Yale Capital#236 · 12,213 sh | 12,213 | $2.2M | 0.05% | 0.0% |
| 237 | Crossmark Global#237 · 11,824 sh | 11,824 | $2.1M | — | -14.9% |
| 238 | STATE STREET#238 · 11,465 sh | 11,465 | $2.0M | <0.01% | 0.0% |
| 239 | Turn8 Private Wealth#239 · 11,300 sh | 11,300 | $2.0M | 1.33% | +0.8% |
| 240 | Probity Advisors#240 · 11,095 sh | 11,095 | $2.0M | — | -3.1% |
| 241 | Redhawk Wealth Advisors#241 · 10,791 sh | 10,791 | $1.9M | — | +3.2% |
| 242 | Cambridge Investment Research Advisors#242 · 10,732 sh | 10,732 | $1.9M | <0.01% | +0.3% |
| 243 | Compound Planning#243 · 10,317 sh | 10,317 | $1.8M | 0.05% | +6.8% |
| 244 | Advisors Asset Management#244 · 9,864 sh | 9,864 | $1.7M | 0.03% | +14.3% |
| 245 | Smithfield#245 · 9,766 sh | 9,766 | $1.7M | 0.07% | 0.0% |
| 246 | Berger Financial Group#246 · 9,393 sh | 9,393 | $1.7M | 0.08% | +0.5% |
| 247 | First American Bank#247 · 9,297 sh | 9,297 | $1.6M | 0.09% | -0.7% |
| 248 | Independent Advisor Alliance#248 · 9,265 sh | 9,265 | $1.6M | 0.04% | -4.2% |
| 249 | Ausdal Financial Partners#249 · 8,842 sh | 8,842 | $1.6M | 0.06% | +6.5% |
| 250 | RESOURCES MANAGEMENT /CT#250 · 8,770 sh | 8,770 | $1.5M | 0.20% | 0.0% |
| 251 | ASSOCIATED BANC#251 · 8,715 sh | 8,715 | $1.5M | 0.04% | -0.3% |
| 252 | Janney Montgomery Scott#252 · 8,644 sh | 8,644 | $1.5M | <0.01% | -48.7% |
| 253 | IEQ CAPITAL#253 · 8,624 sh | 8,624 | $1.5M | <0.01% | +7.6% |
| 254 | Abacus Wealth Partners#254 · 8,621 sh | 8,621 | $1.5M | 0.16% | -6.3% |
| 255 | Tacita Capital#255 · 8,605 sh | 8,605 | $1.5M | 0.82% | -0.4% |
| 256 | Metis Global Partners#256 · 8,568 sh | 8,568 | $1.5M | 0.03% | -55.6% |
| 257 | LOUISBOURG INVESTMENTS#257 · 8,422 sh | 8,422 | $1.5M | — | +0.3% |
| 258 | Morningstar Investment Management#258 · 10,675 sh | 10,675 | $1.4M | 0.09% | 0.0% |
| 259 | MML INVESTORS SERVICES#259 · 8,117 sh | 8,117 | $1.4M | <0.01% | -59.2% |
| 260 | NORTH STAR ASSET MANAGEMENT#260 · 8,099 sh | 8,099 | $1.4M | 0.06% | 0.0% |
| 261 | SYON CAPITAL#261 · 8,098 sh | 8,098 | $1.4M | 0.06% | +2.9% |
| 262 | Callan Family Office#262 · 7,810 sh | 7,810 | $1.4M | 0.03% | 0.0% |
| 263 | State of Wyoming#263 · 7,660 sh | 7,660 | $1.4M | 0.14% | -11.3% |
| 264 | Schonfeld Strategic Advisors#264 · 7,549 sh | 7,549 | $1.3M | <0.01% | New |
| 265 | LEUCADIA NATIONAL#265 · 7,492 sh | 7,492 | $1.3M | <0.01% | 0.0% |
| 266 | D.A. DAVIDSON#266 · 7,448 sh | 7,448 | $1.3M | <0.01% | -20.2% |
| 267 | BLAIR WILLIAM#267 · 7,414 sh | 7,414 | $1.3M | <0.01% | -23.5% |
| 268 | Savant Capital#268 · 7,333 sh | 7,333 | $1.3M | <0.01% | +6.6% |
| 269 | MERCER GLOBAL ADVISORS#269 · 7,238 sh | 7,238 | $1.3M | <0.01% | +6.7% |
| 270 | GLENMEDE NA#270 · 7,061 sh | 7,061 | $1.2M | <0.01% | +3.7% |
| 271 | MAIRS & POWER#271 · 6,746 sh | 6,746 | $1.2M | 0.01% | 0.0% |
| 272 | Frank, Rimerman Advisors#272 · 6,702 sh | 6,702 | $1.2M | — | +0.3% |
| 273 | TI#273 · 6,692 sh | 6,692 | $1.2M | — | 0.0% |
| 274 | Merit Financial Group#274 · 6,648 sh | 6,648 | $1.2M | <0.01% | +3.1% |
| 275 | Dickmeyer Boyce Financial Management#275 · 6,625 sh | 6,625 | $1.2M | — | -3.0% |
| 276 | VIEWPOINT INVESTMENT PARTNERS#276 · 6,534 sh | 6,534 | $1.1M | — | 0.0% |
| 277 | Sequoia Financial Advisors#277 · 6,436 sh | 6,436 | $1.1M | <0.01% | +0.8% |
| 278 | Steward Partners Investment Advisory#278 · 6,301 sh | 6,301 | $1.1M | <0.01% | +22.7% |
| 279 | Parrish Capital#279 · 6,121 sh | 6,121 | $1.1M | — | -11.8% |
| 280 | Caprock Group#280 · 6,088 sh | 6,088 | $1.1M | 0.02% | -1.0% |
| 281 | CAPTRUST FINANCIAL ADVISORS#281 · 5,962 sh | 5,962 | $1.1M | <0.01% | -21.3% |
| 282 | Dorsey & Whitney#282 · 5,907 sh | 5,907 | $1.0M | 0.05% | -7.0% |
| 283 | Harbour & Investment Management#283 · 5,855 sh | 5,855 | $1.0M | 0.10% | -1.3% |
| 284 | MAI Capital Management#284 · 5,715 sh | 5,715 | $1.0M | <0.01% | +25.3% |
| 285 | Farther Finance Advisors#285 · 5,712 sh | 5,712 | $1.0M | — | +14.0% |
| 286 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#286 · 5,671 sh | 5,671 | $1.0M | <0.01% | -2.7% |
| 287 | Busey Wealth Management#287 · 5,600 sh | 5,600 | $989.5K | — | -4.3% |
| 288 | GREAT VALLEY ADVISOR GROUP#288 · 5,469 sh | 5,469 | $966.3K | 0.02% | -2.1% |
| 289 | Sand Hill Global Advisors#289 · 5,411 sh | 5,411 | $956.1K | 0.03% | 0.0% |
| 290 | NICOLET BANKSHARES#290 · 5,366 sh | 5,366 | $945.0K | 0.03% | -0.6% |
| 291 | Brevan Howard Capital Management#291 · 5,265 sh | 5,265 | $930.3K | <0.01% | New |
| 292 | Quilter Plc#292 · 3,710 sh | 3,710 | $930.0K | — | 0.0% |
| 293 | HSBC PLC#293 · 5,188 sh | 5,188 | $915.0K | <0.01% | +2.7% |
| 294 | Fountainhead AM#294 · 5,163 sh | 5,163 | $912.3K | 0.68% | -27.7% |
| 295 | Qtron Investments#295 · 5,062 sh | 5,062 | $894.4K | 0.12% | +16.3% |
| 296 | Tradition Wealth Management#296 · 5,031 sh | 5,031 | $889.0K | 0.05% | -8.3% |
| 297 | VAUGHAN & SECURITIES#297 · 4,990 sh | 4,990 | $881.7K | — | -4.9% |
| 298 | WESTWOOD GROUP#298 · 4,987 sh | 4,987 | $881.2K | <0.01% | +113.5% |
| 299 | Baskin Financial Services#299 · 4,967 sh | 4,967 | $877.0K | — | 0.0% |
| 300 | Legacy Wealth Asset Management#300 · 4,958 sh | 4,958 | $876.1K | — | -0.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.