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
Q3 2025 vs. Q2 2025
How the institutions holding Bank of Montreal changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 42 | 46 | +4 |
| Shares | 1.25M | 1.34M | +83.4K (+6.6%) |
| Value | $81.8M | $92.0M | +$10.2M (+12.5%) |
New holders (12)
Institutions that held Bank of Montreal at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Goldman Sachs Group Inc | 111,958 | $7.83M | 0.00% |
| OneAscent Financial Services LLC | 29,653 | $2.08M | 0.14% |
| SG Americas Securities, LLC | 28,328 | $1.98M | 0.01% |
| HRT Financial LP | 10,013 | $700.0K | 0.00% |
| Allworth Financial LP | 8,829 | $617.9K | 0.00% |
| Concorde Asset Management, LLC | 4,481 | $313.2K | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 3,207 | $224.0K | 0.00% |
| Client First Investment Management LLC | 3,143 | $219.9K | 0.11% |
| Creative Planning | 3,017 | $211.1K | 0.00% |
| Bawa N Mallick Trust | 3,000 | $209.9K | 0.08% |
| Farther Finance Advisors, LLC | 192 | $13.4K | 0.00% |
| SRS Capital Advisors, Inc. | 100 | $7.00K | 0.00% |
Sold out (8)
Institutions that held Bank of Montreal at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Susquehanna International Group, LLP | 69,269 | $4.51M |
| Perfromance Wealth Partners, LLC | 15,000 | $977.3K |
| Sollinda Capital Management LLC | 6,511 | $424.2K |
| Walleye Capital LLC | 4,022 | $262.0K |
| Absolute Capital Management, LLC | 4,000 | $260.6K |
| Wells Fargo & Company | 880 | $57.3K |
| Raymond James Financial Inc | 86 | $5.60K |
| Truvestments Capital LLC | 30 | $1.96K |