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, Q1 2025
Institutional positions in Bank of Montreal as of Mar 31, 2025. 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
- 36
- −2 vs. Q4 2024
- Shares held
- 1.08M
- −927.7K (−46.3%) vs. Q4 2024
- Total value
- $53.6M
- −$61.3M (−53.3%) vs. Q4 2024
- New holders
- 6
- 14 more added
- Sold out
- 8
- 13 more reduced
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 173,439 | $8.64M | 0.02% | −366,621−67.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 165,070 | $8.22M | 0.03% | −553−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 160,424 | $7.99M | 0.02% | +4,058+2.6% | Added |
| GTS Securities LLC | 104,860 | $5.22M | 0.23% | +104,860 | New |
| Capital Investment Advisory Services, LLC | 91,330 | $4.55M | 0.41% | +721+0.8% | Added |
| Independent Financial Group, LLC | 41,643 | $2.07M | 0.07% | −6,869−14.2% | Reduced |
| Royal Bank of Canada | 32,178 | $1.60M | 0.00% | +27,522+591.1% | Added |
| Janney Montgomery Scott LLC | 31,666 | $1.58M | 0.00% | −19,549−38.2% | Reduced |
| HBW Advisory Services LLC | 30,595 | $1.52M | 0.22% | −1,819−5.6% | Reduced |
| Cetera Investment Advisers | 26,061 | $1.30M | 0.00% | +5,046+24.0% | Added |
| Mariner, LLC | 25,856 | $1.29M | 0.00% | +5,153+24.9% | Added |
| Snowden Capital Advisors LLC | 22,839 | $1.14M | 0.04% | +5,131+29.0% | Added |
| Citadel Advisors LLC | 19,198 | $956.4K | 0.00% | +18,554+2,881.1% | Added |
| HRT Financial LP | 15,695 | $781.0K | 0.00% | +15,695 | New |
| Two Sigma Securities, LLC | 13,335 | $664.4K | 0.10% | +13,335 | New |
| Envestnet Asset Management Inc | 11,763 | $586.0K | 0.00% | +7,949+208.4% | Added |
| UBS Group AG | 11,047 | $550.4K | 0.00% | +1,946+21.4% | Added |
| MML Investors Services, LLC | 11,023 | $549.0K | 0.00% | +11,023 | New |
| 17 Capital Partners, LLC | 9,258 | $461.2K | 0.30% | +1,010+12.2% | Added |
| Diversify Advisory Services, LLC | 8,411 | $452.2K | 0.03% | +8,411 | New |
| Advisor Group Holdings, Inc. | 9,005 | $448.6K | 0.00% | −655,760−98.6% | Reduced |
| GWM Advisors LLC | 8,674 | $432.1K | 0.00% | +510+6.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 7,962 | $396.7K | 0.15% | +505+6.8% | Added |
| Kestra Advisory Services, LLC | 6,755 | $336.5K | 0.00% | −5,898−46.6% | Reduced |
| Walleye Capital LLC | 6,722 | $334.9K | 0.00% | +6,722 | New |
| Susquehanna International Group, LLP | 6,471 | $322.4K | 0.00% | −26,296−80.3% | Reduced |
| Centaurus Financial, Inc. | 6,332 | $315.0K | 0.02% | +880+16.1% | Added |
| Concorde Asset Management, LLC | 5,678 | $288.6K | 0.16% | −513−8.3% | Reduced |
| Wolverine Trading, LLC | 4,378 | $218.9K | 0.01% | −6,339−59.1% | Reduced |
| Belvedere Trading LLC | 3,077 | $153.3K | 0.01% | +1,900+161.4% | Added |
| Morgan Stanley | 1,613 | $80.4K | 0.00% | −91−5.3% | Reduced |
| IFP Advisors, Inc | 1,223 | $61.0K | 0.00% | −115−8.6% | Reduced |
| Cypress Capital Management LLC (WY) | 747 | $37.2K | 0.04% | −22−2.9% | Reduced |
| National Bank of Canada | 594 | $29.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $9.96K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | – | $3.50K | 0.00% | – | – |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −21,376−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −21,029−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16,956−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −12,732−100.0% | Sold out |
| Capital Wealth Alliance, LLC | 0 | $0 | 0.00% | −5,839−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |