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
Q4 2025 vs. Q3 2025
How the institutions holding Bank of Montreal changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 46 | 1 | 45 | 0 |
| Shares | 1.34M | 5.13K | 1.20M | −131.2K (−9.8%) |
| Value | $92.0M | $359.6K | $81.7M | −$9.97M (−10.9%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Bank of Montreal at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ethos Capital Management, Inc. | 37,909 | $2.58M | 2.43% |
| Jane Street Group, LLC | 31,985 | $2.18M | 0.00% |
| Susquehanna International Group, LLP | 14,267 | $970.9K | 0.00% |
| Rhodes Investment Advisors Inc | 6,676 | $454.3K | 0.37% |
| Kingswood Wealth Advisors, LLC | 3,183 | $216.6K | 0.01% |
| SageView Advisory Group, LLC | 500 | $34.0K | 0.00% |
| Citigroup Inc | 1 | $68 | 0.00% |
Sold out (7)
Institutions that held Bank of Montreal at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Goldman Sachs Group Inc | 111,958 | $7.83M |
| OneAscent Financial Services LLC | 29,653 | $2.08M |
| 17 Capital Partners, LLC | 12,145 | $849.9K |
| Cambridge Investment Research Advisors, Inc. | 3,207 | $224.0K |
| Client First Investment Management LLC | 3,143 | $219.9K |
| Simplex Trading, LLC | 468 | $32.0K |
| SRS Capital Advisors, Inc. | 100 | $7.00K |
Not filed for Q4 2025 yet (1)
Institutions that held Bank of Montreal at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Wolverine Trading, LLC | 5,129 | $359.6K |