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
Q1 2022 vs. Q4 2021
How the institutions holding Bank of Montreal changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 21 | 23 | +2 |
| Shares | 324.4K | 387.7K | +63.3K (+19.5%) |
| Value | $10.5M | $11.3M | +$835.8K (+8.0%) |
New holders (7)
Institutions that held Bank of Montreal at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Envestnet Asset Management Inc | 12,803 | $370.0K | 0.00% |
| Avantax Advisory Services, Inc. | 10,469 | $302.0K | 0.00% |
| Sigma Planning Corp | 7,895 | $228.0K | 0.01% |
| Heritage Wealth Management, LLC | 300 | $9.00K | 0.00% |
| Glen Eagle Advisors, LLC | 200 | $5.79K | 0.00% |
| Blair William & Co | 156 | $5.00K | 0.00% |
| Morgan Stanley | 25 | $1.00K | 0.00% |
Sold out (5)
Institutions that held Bank of Montreal at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Mutual Advisors, LLC | 23,524 | $762.0K |
| Clark Financial Services Group Inc | 15,782 | $511.0K |
| Jane Street Group, LLC | 11,357 | $368.0K |
| Wells Fargo & Company | 480 | $16.0K |
| Private Ocean, LLC | 400 | $13.0K |