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 2026
Institutional positions in Bank of Montreal as of Mar 31, 2026. 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
- 38
- −7 vs. Q4 2025
- Shares held
- 1.15M
- −55.4K (−4.6%) vs. Q4 2025
- Total value
- $68.7M
- −$12.9M (−15.8%) vs. Q4 2025
- New holders
- 6
- 10 more added
- Sold out
- 13
- 16 more reduced
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 14 | $835 | 0.00% | +14 | New |
| Cypress Capital Management LLC (WY) | 21 | $1.25K | 0.00% | −702−97.1% | Reduced |
| Rossby Financial, LCC | 120 | $7.30K | 0.00% | +120 | New |
| Farther Finance Advisors, LLC | 192 | $11.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 213 | $12.7K | 0.00% | −8,524−97.6% | Reduced |
| Parallel Advisors, LLC | 276 | $16.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 349 | $20.8K | 0.00% | −4,467−92.8% | Reduced |
| National Bank of Canada | 619 | $36.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 671 | $40.0K | 0.00% | +671 | New |
| UBS Group AG | 1,350 | $80.5K | 0.00% | −3,815−73.9% | Reduced |
| IFP Advisors, Inc | 2,735 | $163.0K | 0.00% | +661+31.9% | Added |
| Creative Planning | 3,517 | $209.6K | 0.00% | +495+16.4% | Added |
| Kingswood Wealth Advisors, LLC | 4,241 | $252.8K | 0.01% | +1,058+33.2% | Added |
| Boothbay Fund Management, LLC | 4,600 | $274.2K | 0.01% | −500−9.8% | Reduced |
| Rhodes Investment Advisors Inc | 6,676 | $398.0K | 0.34% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 9,057 | $539.9K | 0.00% | +9,057 | New |
| Royal Bank of Canada | 11,838 | $706.0K | 0.00% | −5,394−31.3% | Reduced |
| LPL Financial LLC | 13,669 | $814.8K | 0.00% | +10,010+273.6% | Added |
| Kestra Advisory Services, LLC | 13,893 | $828.2K | 0.00% | +6,548+89.1% | Added |
| VestGen Advisors, LLC | 14,061 | $1.04M | 0.03% | +4,054+40.5% | Added |
| Snowden Capital Advisors LLC | 17,450 | $1.04M | 0.03% | −14−0.1% | Reduced |
| MML Investors Services, LLC | 23,790 | $1.42M | 0.00% | −970−3.9% | Reduced |
| Cetera Investment Advisers | 24,502 | $1.46M | 0.00% | −11,635−32.2% | Reduced |
| HBW Advisory Services LLC | 24,951 | $1.49M | 0.16% | −54,333−68.5% | Reduced |
| Flow Traders U.S. LLC | 26,366 | $1.57M | 0.05% | +26,366 | New |
| Absolute Capital Management, LLC | 28,100 | $1.68M | 0.56% | +28,100 | New |
| Envestnet Asset Management Inc | 28,160 | $1.68M | 0.00% | +2,910+11.5% | Added |
| Ethos Capital Management, Inc. | 30,833 | $1.84M | 1.58% | −7,076−18.7% | Reduced |
| GTS Securities LLC | 38,994 | $2.32M | 0.08% | −237−0.6% | Reduced |
| Citadel Advisors LLC | 44,453 | $2.65M | 0.00% | −28,076−38.7% | Reduced |
| Independent Financial Group, LLC | 52,782 | $3.15M | 0.07% | −1,593−2.9% | Reduced |
| Capital Investment Advisory Services, LLC | 74,890 | $4.46M | 0.33% | +4,373+6.2% | Added |
| HRT Financial LP | 83,678 | $4.99M | 0.01% | +75,597+935.5% | Added |
| Mariner, LLC | 181,309 | $10.8M | 0.01% | +155,442+600.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 183,152 | $11.2M | 0.02% | −13,731−7.0% | Reduced |
| Advisor Group Holdings, Inc. | 194,085 | $11.6M | 0.02% | −95,314−32.9% | Reduced |
| Tactive Advisors, LLC | 0 | $0 | 0.00% | −43,481−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,985−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,618−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,267−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −12,424−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −8,178−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −6,458−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −4,991−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −4,481−100.0% | Sold out |
| Bawa N Mallick Trust | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | – | Sold out |