Bank of Montreal
BULZ- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000927971
No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 6 institutions reported holding it in 13F filings for Q2 2026, worth $7.07M in total; no superinvestor holds it.
Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
13F holders, Q4 2022
Institutional positions in Bank of Montreal as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 6
- −4 vs. Q3 2022
- Shares held
- 165.3K
- −1.18M (−87.7%) vs. Q3 2022
- Total value
- $3.52M
- +$3.48K (+0.1%) vs. Q3 2022
- New holders
- 1
- 3 more added
- Sold out
- 5
- 2 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BULZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6 | $7.07M |
| Q1 2026 | 6 | $7.34M |
| Q4 2025 | 6 | $13.7M |
| Q3 2025 | 5 | $9.27M |
| Q2 2025 | 7 | $34.2M |
| Q1 2025 | 6 | $19.3M |
| Q4 2024 | 5 | $2.57M |
| Q3 2024 | 6 | $2.84M |
| Q2 2024 | 8 | $5.93M |
| Q1 2024 | 6 | $3.70M |
| Q4 2023 | 7 | $4.83M |
| Q3 2023 | 5 | $1.73M |
| Q2 2023 | 4 | $2.38M |
| Q1 2023 | 6 | $2.26M |
| Q4 2022 | 6 | $3.52M |
| Q3 2022 | 10 | $3.52M |
| Q2 2022 | 9 | $2.63M |
| Q1 2022 | 7 | $3.50M |
| Q4 2021 | 2 | $2.60M |
| Q3 2021 | 2 | $1.80M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 75,137 | $1.60M | 0.00% | +65,014+642.2% | Added |
| Citadel Advisors LLC | 37,557 | $799.6K | 0.00% | +9,021+31.6% | Added |
| HRT Financial LP | 31,610 | $672.0K | 0.01% | −43,239−57.8% | Reduced |
| Two Sigma Securities, LLC | 10,438 | $222.2K | 0.03% | −9,487−47.6% | Reduced |
| Tower Research Capital LLC (TRC) | 10,047 | $214.0K | 0.01% | +7,145+246.2% | Added |
| Headlands Technologies LLC | 539 | $11.0K | 0.01% | +539 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −782,934−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −388,100−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −23,685−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −175−100.0% | Sold out |