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
Q4 2024 vs. Q3 2024
How the institutions holding Bank of Montreal changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 35 | 1 | 38 | +4 |
| Shares | 1.23M | 662 | 2.00M | +778.0K (+63.5%) |
| Value | $60.5M | $32.7K | $114.9M | +$54.4M (+89.9%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Bank of Montreal at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Janney Montgomery Scott LLC | 51,215 | $2.94M | 0.01% |
| Ewing Morris & Co. Investment Partners Ltd. | 21,376 | $1.23M | 0.42% |
| Goldman Sachs Group Inc | 12,732 | $730.3K | 0.00% |
| Envestnet Asset Management Inc | 3,814 | $218.8K | 0.00% |
| Cypress Capital Management LLC (WY) | 769 | $44.1K | 0.05% |
| Kohmann Bosshard Financial Services, LLC | 88 | $5.05K | 0.00% |
| Menard Financial Group LLC | 7 | $402 | 0.00% |
Sold out (3)
Institutions that held Bank of Montreal at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| GTS Securities LLC | 16,247 | $802.8K |
| Walleye Capital LLC | 13,721 | $678.0K |
| Y.D. More Investments Ltd | 780 | $38.5K |
Not filed for Q4 2024 yet (1)
Institutions that held Bank of Montreal at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| VitalStone Financial, LLC | 662 | $32.7K |