BANK OF MONTREAL /CAN/ (BMO) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | One Degree Advisors#501 · 1,307 sh | 1,307 | $232.0K | 0.05% | New |
| 502 | Braun-Bostich & Associates#502 · 1,308 sh | 1,308 | $231.1K | — | New |
| 503 | Manchester Capital Management#503 · 1,305 sh | 1,305 | $230.6K | — | -5.9% |
| 504 | Bank Julius Baer & Ltd, Zurich#504 · 1,300 sh | 1,300 | $229.7K | <0.01% | +0.2% |
| 505 | YOUSIF CAPITAL MANAGEMENT#505 · 1,299 sh | 1,299 | $229.5K | — | -78.5% |
| 506 | COLDSTREAM CAPITAL MANAGEMENT#506 · 1,290 sh | 1,290 | $228.0K | <0.01% | -14.1% |
| 507 | Keudell/Morrison Wealth Management#507 · 1,283 sh | 1,283 | $226.7K | — | -45.5% |
| 508 | Wealthspire Advisors#508 · 1,273 sh | 1,273 | $224.9K | <0.01% | New |
| 509 | StoneX Group#509 · 1,340 sh | 1,340 | $224.6K | <0.01% | New |
| 510 | Gateway Wealth Partners#510 · 1,243 sh | 1,243 | $219.7K | 0.01% | -61.9% |
| 511 | Concurrent Investment Advisors#511 · 1,243 sh | 1,243 | $219.6K | — | -37.1% |
| 512 | Waverly Advisors#512 · 1,243 sh | 1,243 | $219.6K | <0.01% | New |
| 513 | Compass Wealth Management#513 · 1,240 sh | 1,240 | $219.1K | — | New |
| 514 | MONETA GROUP INVESTMENT ADVISORS#514 · 1,237 sh | 1,237 | $218.6K | <0.01% | New |
| 515 | Applied Capital#515 · 1,215 sh | 1,215 | $214.7K | — | New |
| 516 | KINGSWOOD WEALTH ADVISORS#516 · 1,206 sh | 1,206 | $213.1K | — | New |
| 517 | SIGNATURE ESTATE & INVESTMENT ADVISORS#517 · 1,200 sh | 1,200 | $212.0K | — | New |
| 518 | Mawer Investment Management Ltd.#518 · 1,195 sh | 1,195 | $211.2K | <0.01% | New |
| 519 | DAVENPORT#519 · 1,191 sh | 1,191 | $210.4K | — | -93.8% |
| 520 | OARSMAN CAPITAL#520 · 1,178 sh | 1,178 | $208.2K | 0.02% | New |
| 521 | SlateStone Wealth#521 · 1,177 sh | 1,177 | $208.0K | 0.02% | New |
| 522 | Global Retirement Partners#522 · 1,173 sh | 1,173 | $207.3K | <0.01% | — |
| 523 | Brucke Financial#523 · 1,169 sh | 1,169 | $206.6K | — | New |
| 524 | MISSION WEALTH MANAGEMENT#524 · 1,165 sh | 1,165 | $205.9K | — | New |
| 525 | Apella Capital#525 · 1,153 sh | 1,153 | $205.5K | — | New |
| 526 | Manske Wealth Management#526 · 1,160 sh | 1,160 | $205.0K | — | New |
| 527 | STEPHENS#527 · 1,158 sh | 1,158 | $204.6K | <0.01% | -46.0% |
| 528 | CogentBlue Wealth Advisors#528 · 1,152 sh | 1,152 | $203.6K | — | New |
| 529 | Johnson Financial Group#529 · 1,138 sh | 1,138 | $201.1K | <0.01% | +43.3% |
| 530 | Carter Financial Group#530 · 1,135 sh | 1,135 | $200.6K | — | New |
| 531 | Hanson & Doremus Investment Management#531 · 1,000 sh | 1,000 | $177.0K | — | 0.0% |
| 532 | TOMPKINS FINANCIAL#532 · 1,000 sh | 1,000 | $176.7K | — | 0.0% |
| 533 | Hills Bank#533 · 1,000 sh | 1,000 | $176.7K | <0.01% | 0.0% |
| 534 | CENTRAL#534 · 970 sh | 970 | $171.4K | <0.01% | +74.8% |
| 535 | DANSKE BANK A/S#535 · 913 sh | 913 | $160.8K | <0.01% | 0.0% |
| 536 | N.E.W. Advisory Services#536 · 858 sh | 858 | $151.6K | 0.01% | 0.0% |
| 537 | JTC Employer Solutions Trusteee Ltd#537 · 1,707 sh | 1,707 | $148.0K | 0.01% | 0.0% |
| 538 | HUNTINGTON NATIONAL BANK#538 · 837 sh | 837 | $147.9K | <0.01% | -0.8% |
| 539 | UMB Bank, n.a.#539 · 836 sh | 836 | $147.7K | <0.01% | 0.0% |
| 540 | Clearstead Advisors#540 · 798 sh | 798 | $141.0K | <0.01% | New |
| 541 | Smartleaf Asset Management#541 · 787 sh | 787 | $138.6K | <0.01% | 0.0% |
| 542 | HM PAYSON#542 · 762 sh | 762 | $134.6K | <0.01% | 0.0% |
| 543 | GAMMA Investing#543 · 742 sh | 742 | $131.1K | — | -54.9% |
| 544 | DHJJ Financial Advisors, Ltd.#544 · 736 sh | 736 | $130.1K | — | 0.0% |
| 545 | Grove Bank#545 · 710 sh | 710 | $125.5K | — | 0.0% |
| 546 | Olistico Wealth#546 · 700 sh | 700 | $123.7K | — | 0.0% |
| 547 | Caitong International Asset Management , Ltd#547 · 652 sh | 652 | $115.2K | 0.02% | New |
| 548 | OF VERMONT#548 · 651 sh | 651 | $115.0K | — | — |
| 549 | MassMutual Private Wealth & , FSB#549 · 596 sh | 596 | $105.3K | — | +0.7% |
| 550 | CX Institutional#550 · 554 sh | 554 | $98.0K | — | -2.8% |
| 551 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#551 · 552 sh | 552 | $97.2K | 0.03% | +36.0% |
| 552 | VIRTUS ADVISERS#552 · 378 sh | 378 | $94.8K | 0.04% | 0.0% |
| 553 | ROTHSCHILD INVESTMENT#553 · 516 sh | 516 | $91.1K | <0.01% | +0.8% |
| 554 | TOTH FINANCIAL ADVISORY#554 · 500 sh | 500 | $88.3K | — | 0.0% |
| 555 | EASTERN BANK#555 · 496 sh | 496 | $87.6K | — | New |
| 556 | Bayforest Capital Ltd#556 · 490 sh | 490 | $86.6K | 0.08% | -51.5% |
| 557 | Corient IA#557 · 490 sh | 490 | $86.6K | 0.08% | -67.3% |
| 558 | BAYBAN#558 · 489 sh | 489 | $86.4K | 0.07% | 0.0% |
| 559 | Retirement Wealth Solutions#559 · 487 sh | 487 | $86.1K | — | -4.3% |
| 560 | Larson Financial Group#560 · 471 sh | 471 | $83.2K | <0.01% | +21.7% |
| 561 | Birchwood Financial Partners#561 · 467 sh | 467 | $82.5K | 0.07% | 0.0% |
| 562 | JNBA Financial Advisors#562 · 457 sh | 457 | $80.8K | <0.01% | +3.9% |
| 563 | CALDWELL SUTTER CAPITAL#563 · 442 sh | 442 | $78.1K | 0.03% | -13.7% |
| 564 | Basecamp Wealth Advisors#564 · 417 sh | 417 | $73.7K | 0.01% | 0.0% |
| 565 | VISION FINANCIAL MARKETS#565 · 400 sh | 400 | $70.9K | — | 0.0% |
| 566 | Crewe Advisors#566 · 400 sh | 400 | $70.7K | <0.01% | 0.0% |
| 567 | CARY STREET PARTNERS INVESTMENT ADVISORY#567 · 392 sh | 392 | $69.3K | 0.01% | -5.5% |
| 568 | Highland Investment Advisors#568 · 355 sh | 355 | $62.7K | 0.03% | — |
| 569 | THOMPSON INVESTMENT MANAGEMENT#569 · 354 sh | 354 | $62.6K | — | -63.6% |
| 570 | Institute for Wealth Management#570 · 354 sh | 354 | $62.6K | <0.01% | New |
| 571 | Harbor Asset Planning#571 · 352 sh | 352 | $62.4K | — | 0.0% |
| 572 | Winch Advisory Services#572 · 350 sh | 350 | $61.8K | 0.01% | 0.0% |
| 573 | Silver Grove Financial Group#573 · 347 sh | 347 | $61.3K | 0.03% | New |
| 574 | IAG Wealth Partners#574 · 335 sh | 335 | $59.2K | <0.01% | 0.0% |
| 575 | Capital Analysts#575 · 333 sh | 333 | $59.0K | <0.01% | +0.6% |
| 576 | LRI Investments#576 · 307 sh | 307 | $54.2K | <0.01% | +4.4% |
| 577 | JPL Wealth Management#577 · 301 sh | 301 | $53.2K | 0.01% | +96.7% |
| 578 | Truvestments Capital#578 · 300 sh | 300 | $53.0K | <0.01% | 0.0% |
| 579 | CDKV#579 · 300 sh | 300 | $53.0K | 0.04% | -27.2% |
| 580 | True Wealth Design#580 · 297 sh | 297 | $52.5K | — | 0.0% |
| 581 | Meramec Financial Planners#581 · 293 sh | 293 | $52.3K | 0.02% | New |
| 582 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#582 · 278 sh | 278 | $49.1K | <0.01% | -98.7% |
| 583 | IFP Advisors#583 · 273 sh | 273 | $48.2K | — | +2.6% |
| 584 | Bank#584 · 263 sh | 263 | $46.5K | — | 0.0% |
| 585 | Financial Management Professionals#585 · 260 sh | 260 | $45.9K | — | -5.5% |
| 586 | 1620 INVESTMENT ADVISORS#586 · 254 sh | 254 | $44.9K | 0.03% | 0.0% |
| 587 | NISA INVESTMENT ADVISORS#587 · 233 sh | 233 | $41.2K | — | +158.9% |
| 588 | FIRST HORIZON NATIONAL#588 · 207 sh | 207 | $36.6K | — | +23.2% |
| 589 | Trust Co#589 · 193 sh | 193 | $34.1K | — | 0.0% |
| 590 | Bruce G. Allen Investments#590 · 178 sh | 178 | $31.5K | 0.02% | 0.0% |
| 591 | Bare Financial Services#591 · 163 sh | 163 | $28.8K | <0.01% | +75.3% |
| 592 | EDMOND DE ROTHSCHILD HOLDING S.A.#592 · 160 sh | 160 | $28.2K | <0.01% | New |
| 593 | TIAA Wealth Investment Management#593 · 143 sh | 143 | $25.2K | <0.01% | New |
| 594 | Commonwealth Retirement Investments#594 · 139 sh | 139 | $24.6K | — | New |
| 595 | Cornerstone Planning Group#595 · 134 sh | 134 | $24.0K | — | 0.0% |
| 596 | Jackson, Grant Investment Advisers#596 · 134 sh | 134 | $23.6K | <0.01% | +0.8% |
| 597 | Ronald Blue#597 · 133 sh | 133 | $23.5K | — | 0.0% |
| 598 | JFS WEALTH ADVISORS#598 · 132 sh | 132 | $23.3K | <0.01% | +9.1% |
| 599 | Kilter Group#599 · 132 sh | 132 | $23.3K | <0.01% | +500.0% |
| 600 | Indiana & Investment Management#600 · 130 sh | 130 | $23.0K | — | New |
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.