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

Q1 2025 vs. Q4 2024

How the institutions holding Bank of Montreal changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of BERZ: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Q1 2025	Change
Holders	5	3	−2
Shares	108.7K	16.0K	−92.6K (−85.2%)
Value	$1.45M	$259.5K	−$1.19M (−82.2%)

New holders (0)

Institutions that held Bank of Montreal at the end of Q1 2025 but not at the end of Q4 2024.

None.

Sold out (2)

Institutions that held Bank of Montreal at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of BERZ in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Jane Street Group, LLC	18,759	$251.0K
TCG Advisory Services, LLC	17,500	$234.2K