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 2023 vs. Q4 2022
How the institutions holding Bank of Montreal changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 18 | 2 | 15 | −1 |
| Shares | 271.6K | 25.9K | 260.8K | +15.1K (+6.1%) |
| Value | $6.56M | $501.1K | $7.37M | +$1.31M (+21.6%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Bank of Montreal at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Brookstone Capital Management | 48,258 | $1.26M | 0.02% |
| Citadel Advisors LLC | 11,538 | $310.0K | 0.00% |
| Gallagher Fiduciary Advisors, LLC | 11,361 | $305.3K | 0.03% |
| Y.D. More Investments Ltd | 780 | $21.0K | 0.01% |
| VitalStone Financial, LLC | 10 | $0 | 0.00% |
Sold out (6)
Institutions that held Bank of Montreal at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Quantum Private Wealth, LLC | 13,580 | $262.5K |
| Susquehanna International Group, LLP | 13,511 | $261.2K |
| UBS Group AG | 5,578 | $107.8K |
| Coppell Advisory Solutions LLC | 200 | $3.87K |
| Coppell Advisory Solutions Corp. | 200 | $3.87K |
| Farther Finance Advisors, LLC | 138 | $2.67K |
Not filed for Q1 2023 yet (2)
Institutions that held Bank of Montreal at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Gallagher Benefit Services, Inc. | 12,961 | $250.5K |
| F3Logic, LLC | 12,961 | $250.5K |