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
Q3 2024 vs. Q2 2024
How the institutions holding Bank of Montreal changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 32 | 35 | +3 |
| Shares | 2.04M | 1.23M | −810.9K (−39.8%) |
| Value | $100.0M | $60.5M | −$39.5M (−39.5%) |
New holders (5)
Institutions that held Bank of Montreal at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| HBW Advisory Services LLC | 28,239 | $1.40M | 0.20% |
| Susquehanna International Group, LLP | 11,768 | $581.5K | 0.00% |
| Morgan Stanley | 1,519 | $75.1K | 0.00% |
| VitalStone Financial, LLC | 662 | $32.7K | 0.02% |
| UBS Group AG | 34 | $1.68K | 0.00% |
Sold out (2)
Institutions that held Bank of Montreal at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Dynamic Advisor Solutions LLC | 19,150 | $940.8K |
| Financial Connections Group, Inc. | 11 | – |