Bank of Montreal

BERZ

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0000927971

SEC filings (opens in a new tab)

No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 2 institutions reported holding it in 13F filings for Q2 2026, worth $242.6K in total; no superinvestor holds it.

Other share classesBMO AIQD AIQU BNKD BNKU BRZD BRZL BULZ CARD CARU DULL FLYD FLYU FNGD FNGO FNGS FNGU GDXD GDXU HYGD HYGU JETD JETU JPND JPNU LQDD LQDU MNGU NRGD NRGU OILD OILU SHNY SMHD SMHU SPYU TAWN TPEI WTID WTIU XLCD XLCU XLPD XLPU

Q3 2021 vs. Q2 2021

How the institutions holding Bank of Montreal changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of BERZ: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Q3 2021	Change
Holders	0	2	+2
Shares	0	1.52K	+1.52K
Value	$0	$37.0K	+$37.0K

New holders (2)

Institutions that held Bank of Montreal at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to BERZ in Q3 2021
Institution	Shares	Value	% of portfolio
Morgan Stanley	1,200	$29.0K	0.00%
UBS Group AG	325	$8.00K	0.00%

Sold out (0)

Institutions that held Bank of Montreal at the end of Q2 2021 and filed for Q3 2021 without it.

None.