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 2025 vs. Q2 2025

How the institutions holding Bank of Montreal changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of BERZ: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Q3 2025	Change
Holders	4	4	0
Shares	36.7K	60.4K	+23.7K (+64.6%)
Value	$209.4K	$215.3K	+$5.94K (+2.8%)

New holders (2)

Institutions that held Bank of Montreal at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to BERZ in Q3 2025
Institution	Shares	Value	% of portfolio
Jane Street Group, LLC	25,676	$91.7K	0.00%
Two Sigma Securities, LLC	18,382	$65.6K	0.01%

Sold out (2)

Institutions that held Bank of Montreal at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of BERZ in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Susquehanna International Group, LLP	22,470	$128.5K
Tower Research Capital LLC (TRC)	1,112	$6.36K