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 2023 vs. Q1 2023
How the institutions holding Bank of Montreal changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 15 | 26 | +11 |
| Shares | 260.8K | 1.06M | +795.4K (+305.0%) |
| Value | $7.37M | $35.8M | +$28.4M (+385.6%) |
New holders (14)
Institutions that held Bank of Montreal at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mariner, LLC | 341,384 | $11.5M | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 83,073 | $2.79M | 0.01% |
| Two Sigma Securities, LLC | 23,039 | $774.8K | 0.06% |
| Snowden Capital Advisors LLC | 18,203 | $612.2K | 0.02% |
| Jane Street Group, LLC | 17,906 | $602.2K | 0.00% |
| Susquehanna International Group, LLP | 13,371 | $449.7K | 0.00% |
| Marshall Wace, LLP | 10,846 | $364.8K | 0.00% |
| GTS Securities LLC | 10,539 | $354.4K | 0.01% |
| Dynamic Advisor Solutions LLC | 10,054 | $338.1K | 0.02% |
| Centaurus Financial, Inc. | 7,857 | $264.0K | 0.02% |
| Concorde Asset Management, LLC | 6,318 | $212.5K | 0.20% |
| Tower Research Capital LLC (TRC) | 2,032 | $68.3K | 0.00% |
| Coppell Advisory Solutions LLC | 200 | $6.60K | 0.00% |
| Johnson Financial Group, Inc. | 78 | $2.62K | 0.00% |
Sold out (3)
Institutions that held Bank of Montreal at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Change Path, LLC | 19,208 | $516.0K |
| Citadel Advisors LLC | 11,538 | $310.0K |
| VitalStone Financial, LLC | 10 | $0 |