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 2026 vs. Q1 2026

How the institutions holding Bank of Montreal changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of BERZ: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Q2 2026	Change
Holders	0	2	+2
Shares	0	10.5K	+10.5K
Value	$0	$242.6K	+$242.6K

New holders (2)

Institutions that held Bank of Montreal at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to BERZ in Q2 2026
Institution	Shares	Value	% of portfolio
HRT Financial LP	10,372	$240.0K	0.00%
UBS Group AG	112	$2.59K	0.00%

Sold out (0)

Institutions that held Bank of Montreal at the end of Q1 2026 and filed for Q2 2026 without it.

None.