BANK OF MONTREAL /CAN/ (BMO) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Bridgewater Advisors#401 · 2,359 sh | 2,359 | $424.0K | 0.02% | +3.7% |
| 402 | West Family Investments#402 · 2,388 sh | 2,388 | $422.0K | 0.12% | +9.4% |
| 403 | Geneos Wealth Management#403 · 2,365 sh | 2,365 | $417.9K | <0.01% | -13.2% |
| 404 | Aprio Wealth Management#404 · 2,352 sh | 2,352 | $415.6K | 0.02% | +9.2% |
| 405 | PATTEN & PATTEN#405 · 2,328 sh | 2,328 | $411.4K | — | 0.0% |
| 406 | PARK NATIONAL#406 · 2,325 sh | 2,325 | $410.8K | — | 0.0% |
| 407 | SRS Capital Advisors#407 · 2,291 sh | 2,291 | $404.8K | <0.01% | +420.7% |
| 408 | Townsend & Associates#408 · 2,225 sh | 2,225 | $396.1K | — | 0.0% |
| 409 | Valeo Financial Advisors#409 · 2,223 sh | 2,223 | $392.8K | — | +0.3% |
| 410 | PINEBRIDGE INVESTMENTS#410 · 1,560 sh | 1,560 | $391.0K | <0.01% | -65.3% |
| 411 | ATLAS CAPITAL ADVISORS#411 · 2,203 sh | 2,203 | $389.3K | 0.04% | 0.0% |
| 412 | SAGESPRING WEALTH PARTNERS#412 · 2,201 sh | 2,201 | $388.9K | — | -9.2% |
| 413 | Nilsine Partners#413 · 2,198 sh | 2,198 | $388.4K | 0.03% | +0.7% |
| 414 | WoodTrust Financial#414 · 2,189 sh | 2,189 | $387.0K | — | 0.0% |
| 415 | Fund Advisors of America#415 · 2,185 sh | 2,185 | $386.1K | 0.35% | 0.0% |
| 416 | STUDIO INVESTMENT MANAGEMENT#416 · 2,175 sh | 2,175 | $384.3K | — | 0.0% |
| 417 | SWISS RE LTD#417 · 2,149 sh | 2,149 | $379.7K | 0.03% | +641.0% |
| 418 | Income Insurance Ltd#418 · 2,132 sh | 2,132 | $376.7K | — | 0.0% |
| 419 | SEEDS INVESTOR#419 · 2,102 sh | 2,102 | $371.5K | 0.04% | +0.4% |
| 420 | Hilltop#420 · 2,088 sh | 2,088 | $368.9K | 0.03% | -14.7% |
| 421 | SNS Financial Group#421 · 2,087 sh | 2,087 | $368.8K | <0.01% | +1.9% |
| 422 | J.W. COLE ADVISORS#422 · 2,080 sh | 2,080 | $367.5K | <0.01% | -6.6% |
| 423 | Riverpoint Wealth Management#423 · 2,075 sh | 2,075 | $366.7K | 0.07% | 0.0% |
| 424 | DONALDSON CAPITAL MANAGEMENT#424 · 2,058 sh | 2,058 | $363.7K | 0.01% | New |
| 425 | Plancorp#425 · 2,009 sh | 2,009 | $359.0K | <0.01% | +0.7% |
| 426 | OneAscent Family Office#426 · 2,029 sh | 2,029 | $358.5K | 0.18% | +25.6% |
| 427 | Frisch Financial Group#427 · 2,028 sh | 2,028 | $358.3K | 0.06% | New |
| 428 | FIFTH THIRD BANCORP#428 · 2,026 sh | 2,026 | $358.0K | <0.01% | -26.0% |
| 429 | ALGERT GLOBAL#429 · 2,022 sh | 2,022 | $356.9K | <0.01% | -5.1% |
| 430 | CIBC Bancorp USA#430 · 2,017 sh | 2,017 | $356.4K | <0.01% | +0.9% |
| 431 | BRIDGES INVESTMENT MANAGEMENT#431 · 2,000 sh | 2,000 | $353.4K | <0.01% | 0.0% |
| 432 | EP Wealth Advisors#432 · 1,977 sh | 1,977 | $349.4K | <0.01% | New |
| 433 | Saxony Capital Management#433 · 1,975 sh | 1,975 | $349.0K | — | 0.0% |
| 434 | ERn Financial#434 · 1,971 sh | 1,971 | $348.3K | 0.06% | +17.3% |
| 435 | GREENWOOD GEARHART#435 · 1,912 sh | 1,912 | $337.9K | 0.02% | +17.9% |
| 436 | PARK AVENUE SECURITIES#436 · 1,887 sh | 1,887 | $333.0K | — | -54.6% |
| 437 | MSH Capital Advisors#437 · 1,877 sh | 1,877 | $331.7K | 0.06% | -3.8% |
| 438 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#438 · 1,828 sh | 1,828 | $323.0K | <0.01% | 0.0% |
| 439 | Ballentine Partners#439 · 1,819 sh | 1,819 | $321.4K | <0.01% | -1.8% |
| 440 | Hexagon Capital Partners#440 · 1,815 sh | 1,815 | $320.7K | 0.05% | -2.9% |
| 441 | ARQ WEALTH ADVISORS#441 · 1,775 sh | 1,775 | $317.8K | 0.04% | 0.0% |
| 442 | Empirical Asset Management#442 · 1,793 sh | 1,793 | $316.8K | 0.07% | New |
| 443 | BUCKHEAD CAPITAL MANAGEMENT#443 · 1,784 sh | 1,784 | $315.2K | 0.11% | 0.0% |
| 444 | SCHMIDT P J INVESTMENT MANAGEMENT#444 · 1,773 sh | 1,773 | $313.3K | 0.05% | 0.0% |
| 445 | FIDUCIARY FINANCIAL GROUP#445 · 1,767 sh | 1,767 | $312.2K | — | -3.1% |
| 446 | INTRUST BANK NA#446 · 1,765 sh | 1,765 | $311.9K | 0.02% | -49.4% |
| 447 | AlphaCore Capital#447 · 1,763 sh | 1,763 | $311.5K | <0.01% | New |
| 448 | Cromwell#448 · 1,739 sh | 1,739 | $307.3K | 0.14% | 0.0% |
| 449 | Krane Financial Solutions#449 · 1,738 sh | 1,738 | $307.1K | 0.19% | 0.0% |
| 450 | Venturi Wealth Management#450 · 1,714 sh | 1,714 | $302.9K | 0.01% | New |
| 451 | PFG Investments#451 · 1,707 sh | 1,707 | $301.7K | 0.01% | +6.0% |
| 452 | Affinity Capital Advisors#452 · 1,710 sh | 1,710 | $301.1K | — | 0.0% |
| 453 | Madison Asset Management#453 · 1,702 sh | 1,702 | $300.7K | <0.01% | 0.0% |
| 454 | Aldebaran Capital#454 · 1,700 sh | 1,700 | $300.4K | 0.23% | 0.0% |
| 455 | RiverFront Investment Group#455 · 1,700 sh | 1,700 | $300.4K | <0.01% | New |
| 456 | SkyOak Wealth#456 · 1,700 sh | 1,700 | $300.4K | 0.05% | 0.0% |
| 457 | PINNEY & SCOFIELD#457 · 1,700 sh | 1,700 | $300.4K | 0.15% | 0.0% |
| 458 | Oslo Pensjonsforsikring AS#458 · 1,700 sh | 1,700 | $300.4K | — | 0.0% |
| 459 | SEI INVESTMENTS#459 · 1,691 sh | 1,691 | $298.7K | <0.01% | +13.2% |
| 460 | INDEPENDENT FINANCIAL GROUP#460 · 1,690 sh | 1,690 | $298.6K | — | +6.3% |
| 461 | Brookstone Capital Management#461 · 1,672 sh | 1,672 | $295.4K | — | 0.0% |
| 462 | NATURAL INVESTMENTS#462 · 1,627 sh | 1,627 | $287.0K | 0.06% | New |
| 463 | Annis Gardner Whiting Capital Advisors#463 · 1,623 sh | 1,623 | $286.8K | 0.04% | 0.0% |
| 464 | CWA Asset Management Group#464 · 1,623 sh | 1,623 | $286.8K | — | New |
| 465 | ALTFEST L J#465 · 1,620 sh | 1,620 | $286.3K | — | 0.0% |
| 466 | Operose Advisors#466 · 1,606 sh | 1,606 | $283.8K | 0.05% | New |
| 467 | Ironwood Investment Counsel#467 · 1,605 sh | 1,605 | $283.6K | 0.04% | 0.0% |
| 468 | PDT Partners#468 · 1,600 sh | 1,600 | $282.7K | 0.01% | 0.0% |
| 469 | Investment Advisors#469 · 1,598 sh | 1,598 | $282.3K | — | +0.6% |
| 470 | Campbell & Investment Adviser#470 · 1,575 sh | 1,575 | $278.3K | 0.01% | -90.1% |
| 471 | ARTHUR M. COHEN & ASSOCIATES#471 · 1,575 sh | 1,575 | $278.3K | — | New |
| 472 | NewEdge Advisors#472 · 1,564 sh | 1,564 | $276.4K | <0.01% | -17.0% |
| 473 | Measured Wealth Private Client Group#473 · 1,556 sh | 1,556 | $274.9K | 0.07% | -13.9% |
| 474 | 55 North Private Wealth#474 · 1,531 sh | 1,531 | $270.6K | — | New |
| 475 | BETO FINANCIAL GROUP#475 · 1,518 sh | 1,518 | $270.2K | 0.14% | +0.3% |
| 476 | KOM Wealth Management Group#476 · 1,528 sh | 1,528 | $270.0K | — | +0.3% |
| 477 | Greykasell Wealth Strategies#477 · 1,521 sh | 1,521 | $268.8K | 0.10% | 0.0% |
| 478 | ExodusPoint Capital Management#478 · 1,520 sh | 1,520 | $268.6K | <0.01% | New |
| 479 | Caldwell#479 · 1,500 sh | 1,500 | $265.1K | 0.02% | 0.0% |
| 480 | KPP Advisory Services#480 · 1,476 sh | 1,476 | $260.8K | — | New |
| 481 | GREENLEAF#481 · 1,471 sh | 1,471 | $259.9K | <0.01% | New |
| 482 | Tradewinds#482 · 166 sh | 166 | $257.5K | 0.06% | New |
| 483 | Mutual Advisors#483 · 1,448 sh | 1,448 | $255.9K | <0.01% | New |
| 484 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#484 · 1,426 sh | 1,426 | $252.0K | <0.01% | New |
| 485 | CONTINUUM WEALTH ADVISORS#485 · 1,424 sh | 1,424 | $251.6K | — | New |
| 486 | Argent#486 · 1,417 sh | 1,417 | $250.4K | <0.01% | -29.6% |
| 487 | WEBSTER BANK, N. A.#487 · 1,400 sh | 1,400 | $247.4K | 0.02% | 0.0% |
| 488 | Winning Points Advisors#488 · 1,400 sh | 1,400 | $247.4K | 0.33% | 0.0% |
| 489 | Medallion Wealth Advisors#489 · 1,388 sh | 1,388 | $245.3K | 0.08% | -45.7% |
| 490 | BAHL & GAYNOR#490 · 1,385 sh | 1,385 | $244.7K | <0.01% | New |
| 491 | CITIZENS FINANCIAL GROUP#491 · 1,375 sh | 1,375 | $243.0K | — | New |
| 492 | Arkadios Wealth Advisors#492 · 1,373 sh | 1,373 | $242.6K | <0.01% | -22.6% |
| 493 | LVW Advisors#493 · 1,367 sh | 1,367 | $241.5K | — | New |
| 494 | FORM Wealth Advisors#494 · 1,362 sh | 1,362 | $240.6K | — | -10.8% |
| 495 | RIVERSEDGE ADVISORS#495 · 1,361 sh | 1,361 | $240.5K | — | New |
| 496 | Goldstein Advisors#496 · 1,348 sh | 1,348 | $238.2K | — | New |
| 497 | CHOREO#497 · 1,342 sh | 1,342 | $237.1K | <0.01% | -15.1% |
| 498 | Canoe Financial#498 · 1,336 sh | 1,336 | $235.9K | — | -7.4% |
| 499 | RHUMBLINE ADVISERS#499 · 1,320 sh | 1,320 | $233.2K | <0.01% | +24.9% |
| 500 | LOM Asset Management Ltd#500 · 930 sh | 930 | $233.1K | 0.06% | 0.0% |
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.