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
Q1 2025 vs. Q4 2024
How the institutions holding Bank of Montreal changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 38 | 36 | −2 |
| Shares | 2.00M | 1.08M | −927.7K (−46.3%) |
| Value | $114.9M | $53.6M | −$61.3M (−53.3%) |
New holders (6)
Institutions that held Bank of Montreal at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GTS Securities LLC | 104,860 | $5.22M | 0.23% |
| HRT Financial LP | 15,695 | $781.0K | 0.00% |
| Two Sigma Securities, LLC | 13,335 | $664.4K | 0.10% |
| MML Investors Services, LLC | 11,023 | $549.0K | 0.00% |
| Diversify Advisory Services, LLC | 8,411 | $452.2K | 0.03% |
| Walleye Capital LLC | 6,722 | $334.9K | 0.00% |
Sold out (8)
Institutions that held Bank of Montreal at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Ewing Morris & Co. Investment Partners Ltd. | 21,376 | $1.23M |
| Marshall Wace, LLP | 21,029 | $1.21M |
| Simplex Trading, LLC | 16,956 | $972.0K |
| Goldman Sachs Group Inc | 12,732 | $730.3K |
| Capital Wealth Alliance, LLC | 5,839 | $334.9K |
| Coppell Advisory Solutions LLC | 200 | $11.6K |
| Kohmann Bosshard Financial Services, LLC | 88 | $5.05K |
| Menard Financial Group LLC | 7 | $402 |