Bank of Montreal
FNGS- 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; 39 institutions reported holding it in 13F filings for Q2 2026, worth $70.2M in total; no superinvestor holds it.
Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
Q2 2021 vs. Q1 2021
How the institutions holding Bank of Montreal changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 14 | 13 | −1 |
| Shares | 137.9K | 124.9K | −13.0K (−9.4%) |
| Value | $3.92M | $3.98M | +$64.0K (+1.6%) |
New holders (5)
Institutions that held Bank of Montreal at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Susquehanna International Group, LLP | 34,958 | $1.11M | 0.00% |
| Citadel Advisors LLC | 7,576 | $242.0K | 0.00% |
| Flow Traders U.S. LLC | 7,096 | $226.0K | 0.01% |
| Wells Fargo & Company | 480 | $15.0K | 0.00% |
| Royal Bank of Canada | 350 | $11.0K | 0.00% |
Sold out (6)
Institutions that held Bank of Montreal at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| AE Wealth Management LLC | 35,180 | $999.0K |
| Old Mission Capital LLC | 13,966 | $396.0K |
| Bank of Montreal | 3,781 | $114.0K |
| UBS Group AG | 3,093 | $88.0K |
| Private Ocean, LLC | 400 | $11.0K |
| RMR Wealth Builders | 400 | $11.0K |