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

Q2 2022 vs. Q1 2022

How the institutions holding Bank of Montreal changed between Q1 2022 and Q2 2022.

All holders in Q2 2022 All holders in Q1 2022

13F holders of BERZ: Q1 2022 compared with Q2 2022
Measure	Q1 2022	Q2 2022	Change
Holders	3	3	0
Shares	16.9K	14.0K	−2.83K (−16.8%)
Value	$342.0K	$595.0K	+$253.0K (+74.0%)

New holders (1)

Institutions that held Bank of Montreal at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to BERZ in Q2 2022
Institution	Shares	Value	% of portfolio
Citadel Advisors LLC	5,897	$250.0K	0.00%

Sold out (1)

Institutions that held Bank of Montreal at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of BERZ in Q2 2022
Institution	Shares, Q1 2022	Value, Q1 2022
UBS Group AG	1,805	$37.0K