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 |
|---|---|---|---|---|---|
| Bank of America Corp | – | $3.50K | 0.00% | – | – |
| Glen Eagle Advisors, LLC | 200 | $9.96K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 594 | $29.5K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 747 | $37.2K | 0.04% | −22−2.9% | Reduced |
| IFP Advisors, Inc | 1,223 | $61.0K | 0.00% | −115−8.6% | Reduced |
| Morgan Stanley | 1,613 | $80.4K | 0.00% | −91−5.3% | Reduced |
| Belvedere Trading LLC | 3,077 | $153.3K | 0.01% | +1,900+161.4% | Added |
| Wolverine Trading, LLC | 4,378 | $218.9K | 0.01% | −6,339−59.1% | Reduced |
| Concorde Asset Management, LLC | 5,678 | $288.6K | 0.16% | −513−8.3% | Reduced |
| Centaurus Financial, Inc. | 6,332 | $315.0K | 0.02% | +880+16.1% | Added |
| Susquehanna International Group, LLP | 6,471 | $322.4K | 0.00% | −26,296−80.3% | Reduced |
| Walleye Capital LLC | 6,722 | $334.9K | 0.00% | +6,722 | New |
| Kestra Advisory Services, LLC | 6,755 | $336.5K | 0.00% | −5,898−46.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,962 | $396.7K | 0.15% | +505+6.8% | Added |
| GWM Advisors LLC | 8,674 | $432.1K | 0.00% | +510+6.2% | Added |
| Advisor Group Holdings, Inc. | 9,005 | $448.6K | 0.00% | −655,760−98.6% | Reduced |
| Diversify Advisory Services, LLC | 8,411 | $452.2K | 0.03% | +8,411 | New |
| 17 Capital Partners, LLC | 9,258 | $461.2K | 0.30% | +1,010+12.2% | Added |
| MML Investors Services, LLC | 11,023 | $549.0K | 0.00% | +11,023 | New |
| UBS Group AG | 11,047 | $550.4K | 0.00% | +1,946+21.4% | Added |
| Envestnet Asset Management Inc | 11,763 | $586.0K | 0.00% | +7,949+208.4% | Added |
| Two Sigma Securities, LLC | 13,335 | $664.4K | 0.10% | +13,335 | New |
| HRT Financial LP | 15,695 | $781.0K | 0.00% | +15,695 | New |
| Citadel Advisors LLC | 19,198 | $956.4K | 0.00% | +18,554+2,881.1% | Added |
| Snowden Capital Advisors LLC | 22,839 | $1.14M | 0.04% | +5,131+29.0% | Added |
| Mariner, LLC | 25,856 | $1.29M | 0.00% | +5,153+24.9% | Added |
| Cetera Investment Advisers | 26,061 | $1.30M | 0.00% | +5,046+24.0% | Added |
| HBW Advisory Services LLC | 30,595 | $1.52M | 0.22% | −1,819−5.6% | Reduced |
| Janney Montgomery Scott LLC | 31,666 | $1.58M | 0.00% | −19,549−38.2% | Reduced |
| Royal Bank of Canada | 32,178 | $1.60M | 0.00% | +27,522+591.1% | Added |
| Independent Financial Group, LLC | 41,643 | $2.07M | 0.07% | −6,869−14.2% | Reduced |
| Capital Investment Advisory Services, LLC | 91,330 | $4.55M | 0.41% | +721+0.8% | Added |
| GTS Securities LLC | 104,860 | $5.22M | 0.23% | +104,860 | New |
| Wealth Enhancement Advisory Services, LLC | 160,424 | $7.99M | 0.02% | +4,058+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 165,070 | $8.22M | 0.03% | −553−0.3% | Reduced |
| Jane Street Group, LLC | 173,439 | $8.64M | 0.02% | −366,621−67.9% | Reduced |
| 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 |