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 2026 vs. Q4 2025
How the institutions holding Bank of Montreal changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Q1 2026 | Change |
|---|---|---|---|
| Holders | 45 | 38 | −7 |
| Shares | 1.20M | 1.15M | −55.4K (−4.6%) |
| Value | $81.7M | $68.7M | −$12.9M (−15.8%) |
New holders (6)
Institutions that held Bank of Montreal at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Absolute Capital Management, LLC | 28,100 | $1.68M | 0.56% |
| Flow Traders U.S. LLC | 26,366 | $1.57M | 0.05% |
| Goldman Sachs Group Inc | 9,057 | $539.9K | 0.00% |
| Simplex Trading, LLC | 671 | $40.0K | 0.00% |
| Rossby Financial, LCC | 120 | $7.30K | 0.00% |
| Wells Fargo & Company | 14 | $835 | 0.00% |
Sold out (13)
Institutions that held Bank of Montreal at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Tactive Advisors, LLC | 43,481 | $2.96M |
| Jane Street Group, LLC | 31,985 | $2.18M |
| SG Americas Securities, LLC | 14,618 | $995.0K |
| Susquehanna International Group, LLP | 14,267 | $970.9K |
| GWM Advisors LLC | 12,424 | $845.5K |
| Capital Advisory Group Advisory Services, LLC | 8,178 | $556.5K |
| Diversify Advisory Services, LLC | 6,458 | $431.1K |
| Centaurus Financial, Inc. | 4,991 | $340.0K |
| Concorde Asset Management, LLC | 4,481 | $304.9K |
| Bawa N Mallick Trust | 3,000 | $204.2K |
| SageView Advisory Group, LLC | 500 | $34.0K |
| Belvedere Trading LLC | 100 | $6.80K |
| Bank of America Corp | – | $3.62K |