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
13F holders, Q1 2022
Institutional positions in Bank of Montreal as of Mar 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
- 23
- +2 vs. Q4 2021
- Shares held
- 387.7K
- +63.3K (+19.5%) vs. Q4 2021
- Total value
- $11.3M
- +$835.8K (+8.0%) vs. Q4 2021
- New holders
- 7
- 6 more added
- Sold out
- 5
- 7 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FNGS 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 | 39 | $70.2M |
| Q1 2026 | 38 | $68.7M |
| Q4 2025 | 45 | $81.7M |
| Q3 2025 | 46 | $92.0M |
| Q2 2025 | 42 | $81.8M |
| Q1 2025 | 36 | $53.6M |
| Q4 2024 | 38 | $114.9M |
| Q3 2024 | 35 | $60.5M |
| Q2 2024 | 32 | $100.0M |
| Q1 2024 | 28 | $94.6M |
| Q4 2023 | 29 | $73.9M |
| Q3 2023 | 21 | $31.3M |
| Q2 2023 | 26 | $35.8M |
| Q1 2023 | 15 | $7.37M |
| Q4 2022 | 18 | $6.56M |
| Q3 2022 | 14 | $7.39M |
| Q2 2022 | 17 | $7.09M |
| Q1 2022 | 23 | $11.3M |
| Q4 2021 | 21 | $10.5M |
| Q3 2021 | 16 | $7.99M |
| Q2 2021 | 13 | $3.98M |
| Q1 2021 | 14 | $3.92M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 201,952 | $5.84M | 0.00% | +170,798+548.2% | Added |
| Susquehanna International Group, LLP | 38,338 | $1.11M | 0.00% | +8,318+27.7% | Added |
| Advisor Group Holdings, Inc. | 25,245 | $729.0K | 0.00% | +24,225+2,375.0% | Added |
| Citadel Advisors LLC | 17,845 | $516.0K | 0.00% | −6,728−27.4% | Reduced |
| Cetera Advisors LLC | 16,762 | $485.0K | 0.01% | +4,162+33.0% | Added |
| Simplex Trading, LLC | 15,176 | $439.0K | 0.01% | −10,644−41.2% | Reduced |
| F3Logic, LLC | 14,561 | $421.0K | 0.06% | −2,840−16.3% | Reduced |
| Envestnet Asset Management Inc | 12,803 | $370.0K | 0.00% | +12,803 | New |
| Avantax Advisory Services, Inc. | 10,469 | $302.0K | 0.00% | +10,469 | New |
| IFP Advisors, Inc | 6,040 | $300.0K | 0.00% | +3,360+125.4% | Added |
| Cetera Investment Advisers | 8,544 | $247.0K | 0.00% | −375−4.2% | Reduced |
| Sigma Planning Corp | 7,895 | $228.0K | 0.01% | +7,895 | New |
| Capital Advisory Group Advisory Services, LLC | 7,598 | $220.0K | 0.10% | +22+0.3% | Added |
| Cutler Group LP | 2,759 | $79.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 630 | $18.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 300 | $9.00K | 0.00% | +300 | New |
| Cypress Capital Management LLC (WY) | 250 | $7.00K | 0.01% | −103,486−99.8% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $5.79K | 0.00% | +200 | New |
| Blair William & Co | 156 | $5.00K | 0.00% | +156 | New |
| UBS Group AG | 53 | $2.00K | 0.00% | −3,163−98.4% | Reduced |
| Group One Trading, L.P. | 19 | $1.00K | 0.00% | −700−97.4% | Reduced |
| Horrell Capital Management, Inc. | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 25 | $1.00K | 0.00% | +25 | New |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −23,524−100.0% | Sold out |
| Clark Financial Services Group Inc | 0 | $0 | 0.00% | −15,782−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,357−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |