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 2023
Institutional positions in Bank of Montreal as of Mar 31, 2023. 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
- 15
- −1 vs. Q4 2022
- Shares held
- 260.8K
- +15.1K (+6.1%) vs. Q4 2022
- Total value
- $7.37M
- +$1.31M (+21.6%) vs. Q4 2022
- New holders
- 5
- 3 more added
- Sold out
- 6
- 3 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 130,753 | $3.51M | 0.00% | +2,036+1.6% | Added |
| Brookstone Capital Management | 48,258 | $1.26M | 0.02% | +48,258 | New |
| IFP Advisors, Inc | 17,580 | $869.3K | 0.04% | −26,094−59.7% | Reduced |
| Change Path, LLC | 19,208 | $516.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 15,977 | $429.3K | 0.01% | +50+0.3% | Added |
| Citadel Advisors LLC | 11,538 | $310.0K | 0.00% | +11,538 | New |
| Gallagher Fiduciary Advisors, LLC | 11,361 | $305.3K | 0.03% | +11,361 | New |
| Larson Financial Group LLC | 2,400 | $64.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,076 | $28.9K | 0.00% | −27−2.4% | Reduced |
| Y.D. More Investments Ltd | 780 | $21.0K | 0.01% | +780 | New |
| Simplex Trading, LLC | 638 | $17.0K | 0.00% | +571+852.2% | Added |
| National Bank of Canada | 583 | $15.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 397 | $10.7K | 0.00% | −203−33.8% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $5.37K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 10 | $0 | 0.00% | +10 | New |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −13,580−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,511−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −5,578−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Gallagher Benefit Services, Inc. | – | – | – | – | Not filed |
| F3Logic, LLC | – | – | – | – | Not filed |