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, Q2 2023
Institutional positions in Bank of Montreal as of Jun 30, 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
- 26
- +11 vs. Q1 2023
- Shares held
- 1.06M
- +795.4K (+305.0%) vs. Q1 2023
- Total value
- $35.8M
- +$28.4M (+385.6%) vs. Q1 2023
- New holders
- 14
- 3 more added
- Sold out
- 3
- 4 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 78 | $2.62K | 0.00% | +78 | New |
| Coppell Advisory Solutions LLC | 200 | $6.60K | 0.00% | +200 | New |
| Glen Eagle Advisors, LLC | 200 | $6.73K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 397 | $13.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 583 | $19.6K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 780 | $26.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,032 | $68.3K | 0.00% | +2,032 | New |
| Larson Financial Group LLC | 2,400 | $80.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,597 | $188.0K | 0.01% | +4,959+777.3% | Added |
| Concorde Asset Management, LLC | 6,318 | $212.5K | 0.20% | +6,318 | New |
| Centaurus Financial, Inc. | 7,857 | $264.0K | 0.02% | +7,857 | New |
| Brookstone Capital Management | 8,197 | $275.6K | 0.01% | −40,061−83.0% | Reduced |
| Dynamic Advisor Solutions LLC | 10,054 | $338.1K | 0.02% | +10,054 | New |
| GTS Securities LLC | 10,539 | $354.4K | 0.01% | +10,539 | New |
| Gallagher Fiduciary Advisors, LLC | 10,561 | $355.2K | 0.03% | −800−7.0% | Reduced |
| Marshall Wace, LLP | 10,846 | $364.8K | 0.00% | +10,846 | New |
| Cetera Advisors LLC | 12,913 | $434.3K | 0.01% | −3,064−19.2% | Reduced |
| Susquehanna International Group, LLP | 13,371 | $449.7K | 0.00% | +13,371 | New |
| Jane Street Group, LLC | 17,906 | $602.2K | 0.00% | +17,906 | New |
| Snowden Capital Advisors LLC | 18,203 | $612.2K | 0.02% | +18,203 | New |
| Two Sigma Securities, LLC | 23,039 | $774.8K | 0.06% | +23,039 | New |
| IFP Advisors, Inc | 16,734 | $827.4K | 0.04% | −846−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,073 | $2.79M | 0.01% | +83,073 | New |
| Royal Bank of Canada | 133,660 | $4.50M | 0.00% | +2,907+2.2% | Added |
| Advisor Group Holdings, Inc. | 319,190 | $10.7M | 0.02% | +318,114+29,564.5% | Added |
| Mariner, LLC | 341,384 | $11.5M | 0.03% | +341,384 | New |
| Change Path, LLC | 0 | $0 | 0.00% | −19,208−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,538−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |