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, Q4 2023
Institutional positions in Bank of Montreal as of Dec 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
- 29
- +8 vs. Q3 2023
- Shares held
- 1.96M
- +979.3K (+99.9%) vs. Q3 2023
- Total value
- $73.9M
- +$42.6M (+135.9%) vs. Q3 2023
- New holders
- 10
- 6 more added
- Sold out
- 2
- 7 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 65 | $2.45K | 0.00% | +65 | New |
| Glen Eagle Advisors, LLC | 200 | $7.55K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $7.55K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 350 | $13.2K | 0.00% | +350 | New |
| National Bank of Canada | 583 | $21.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 662 | $24.0K | 0.00% | +662 | New |
| Y.D. More Investments Ltd | 780 | $29.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 834 | $31.5K | 0.00% | −16,300−95.1% | Reduced |
| Concorde Asset Management, LLC | 6,707 | $253.1K | 0.17% | −435−6.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,719 | $253.6K | 0.14% | −104−1.5% | Reduced |
| Susquehanna International Group, LLP | 6,768 | $255.4K | 0.00% | −69,930−91.2% | Reduced |
| Independent Financial Group, LLC | 8,200 | $309.5K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,381 | $467.3K | 0.01% | −432−3.4% | Reduced |
| Citadel Advisors LLC | 13,088 | $493.9K | 0.00% | +13,088 | New |
| Belvedere Trading LLC | 13,534 | $510.8K | 0.04% | +13,534 | New |
| Capital Wealth Alliance, LLC | 14,682 | $554.1K | 0.38% | +14,682 | New |
| Centaurus Financial, Inc. | 15,250 | $576.0K | 0.04% | +3,449+29.2% | Added |
| Tucker Asset Management LLC | 17,587 | $663.7K | 0.17% | +17,587 | New |
| Dynamic Advisor Solutions LLC | 18,185 | $664.3K | 0.02% | +2,914+19.1% | Added |
| Snowden Capital Advisors LLC | 19,408 | $732.5K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 27,836 | $1.05M | 0.00% | +27,836 | New |
| Brookstone Capital Management | 36,483 | $1.38M | 0.03% | +36,483 | New |
| Marshall Wace, LLP | 50,718 | $1.91M | 0.00% | +17,505+52.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 77,777 | $2.94M | 0.01% | −4,889−5.9% | Reduced |
| Royal Bank of Canada | 126,961 | $4.79M | 0.00% | −630.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 139,253 | $5.26M | 0.02% | +139,253 | New |
| Mariner, LLC | 367,106 | $13.9M | 0.03% | +16,221+4.6% | Added |
| Jane Street Group, LLC | 479,097 | $18.1M | 0.02% | +331,275+224.1% | Added |
| Advisor Group Holdings, Inc. | 497,933 | $18.8M | 0.03% | +493,341+10,743.5% | Added |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −55,796−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −949−100.0% | Sold out |