# BANK MONTREAL MEDIUM (BMO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BMO/

- Reporting holders: 27
- Reported value: $9.6M
- Held through calls: 0.0%
- Held through puts: 1.4%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $1.1M | 6,625 | 0.6% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 6,012 | 0.0% | 12 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $980.6K | 5,863 | 1.0% | 4 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $829.1K | 4,957 | 0.2% | 3 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $740.1K | 4,425 | 0.2% | 32 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $740.1K | 4,425 | 0.1% | 8 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $708.8K | 4,238 | 0.0% | 3 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $604.2K | 3,655 | 0.2% | 3 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $542.4K | 3,243 | 0.0% | 5 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $521.3K | 2,317 | 0.0% | 16 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $388.9K | 2,325 | 0.0% | 23 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $256.9K | 1,536 | 0.0% | 2 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $203.2K | 1,215 | 0.1% | 2 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $167.2K | 1,000 | 0.0% | 19 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $124.1K | 742 | 0.0% | 12 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $118.7K | 710 | 0.0% | 16 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $117.1K | 700 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $95.5K | 571 | 0.0% | 22 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $83.6K | 500 | 0.0% | 5 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $83.0K | 496 | 0.0% | 2 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $77.9K | 466 | 0.0% | 8 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $44.0K | 263 | 0.0% | 10 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $33.9K | 202,413 | 0.3% | 11 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $32.3K | 193 | 0.0% | 6 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $13.2K | 79 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $9.6M |
| Q2 2026 | 674 | $63.2B |
| Q1 2026 | 649 | $46.7B |
| Q4 2025 | 625 | $45.6B |
| Q3 2025 | 591 | $48.1B |
| Q2 2025 | 574 | $48.8B |
| Q1 2025 | 563 | $34.8B |
| Q4 2024 | 544 | $37.9B |
| Q3 2024 | 479 | $33.0B |
| Q2 2024 | 485 | $30.8B |
| Q1 2024 | 501 | $35.9B |
| Q4 2023 | 501 | $35.4B |