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
Q2 2025 vs. Q1 2025
How the institutions holding Bank of Montreal changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 36 | 1 | 42 | +7 |
| Shares | 1.08M | 5.68K | 1.25M | +184.7K (+17.3%) |
| Value | $53.6M | $288.6K | $81.8M | +$28.5M (+53.4%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Bank of Montreal at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Tactive Advisors, LLC | 52,014 | $3.39M | 1.10% |
| Perfromance Wealth Partners, LLC | 15,000 | $977.3K | 0.03% |
| Boothbay Fund Management, LLC | 7,500 | $488.6K | 0.02% |
| Sollinda Capital Management LLC | 6,511 | $424.2K | 0.11% |
| VestGen Advisors, LLC | 5,818 | $379.0K | 0.02% |
| LPL Financial LLC | 4,209 | $274.2K | 0.00% |
| Absolute Capital Management, LLC | 4,000 | $260.6K | 0.13% |
| Wells Fargo & Company | 880 | $57.3K | 0.00% |
| Simplex Trading, LLC | 317 | $20.0K | 0.00% |
| Parallel Advisors, LLC | 100 | $6.51K | 0.00% |
| Raymond James Financial Inc | 86 | $5.60K | 0.00% |
| Truvestments Capital LLC | 30 | $1.96K | 0.00% |
Sold out (5)
Institutions that held Bank of Montreal at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Jane Street Group, LLC | 173,439 | $8.64M |
| Cambridge Investment Research Advisors, Inc. | 165,070 | $8.22M |
| Janney Montgomery Scott LLC | 31,666 | $1.58M |
| HRT Financial LP | 15,695 | $781.0K |
| Two Sigma Securities, LLC | 13,335 | $664.4K |
Not filed for Q2 2025 yet (1)
Institutions that held Bank of Montreal at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Concorde Asset Management, LLC | 5,678 | $288.6K |