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

Q4 2024 vs. Q3 2024

How the institutions holding Bank of Montreal changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of BERZ: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Q4 2024	Change
Holders	2	5	+3
Shares	1.18K	108.7K	+107.5K (+9,084.9%)
Value	$20.3K	$1.45M	+$1.43M (+7,061.4%)

New holders (3)

Institutions that held Bank of Montreal at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to BERZ in Q4 2024
Institution	Shares	Value	% of portfolio
Susquehanna International Group, LLP	71,289	$953.8K	0.00%
Jane Street Group, LLC	18,759	$251.0K	0.00%
TCG Advisory Services, LLC	17,500	$234.2K	0.01%

Sold out (0)

Institutions that held Bank of Montreal at the end of Q3 2024 and filed for Q4 2024 without it.

None.