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 2022 vs. Q1 2022
How the institutions holding Bank of Montreal changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 23 | 17 | −6 |
| Shares | 387.7K | 324.6K | −63.0K (−16.3%) |
| Value | $11.3M | $7.09M | −$4.25M (−37.5%) |
New holders (2)
Institutions that held Bank of Montreal at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Change Path, LLC | 20,038 | $432.0K | 0.02% |
| Larson Financial Group LLC | 2,400 | $52.0K | 0.01% |
Sold out (8)
Institutions that held Bank of Montreal at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Envestnet Asset Management Inc | 12,803 | $370.0K |
| Avantax Advisory Services, Inc. | 10,469 | $302.0K |
| Cetera Investment Advisers | 8,544 | $247.0K |
| Sigma Planning Corp | 7,895 | $228.0K |
| Capital Advisory Group Advisory Services, LLC | 7,598 | $220.0K |
| Cutler Group LP | 2,759 | $79.0K |
| Heritage Wealth Management, LLC | 300 | $9.00K |
| Horrell Capital Management, Inc. | 37 | $1.00K |