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 2026 vs. Q1 2026
How the institutions holding Bank of Montreal changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Holders | 38 | 39 | +1 |
| Shares | 1.15M | 945.5K | −200.3K (−17.5%) |
| Value | $68.7M | $70.2M | +$1.45M (+2.1%) |
New holders (7)
Institutions that held Bank of Montreal at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Two Sigma Investments, LP | 21,000 | $1.52M | 0.00% |
| Susquehanna International Group, LLP | 9,850 | $714.9K | 0.00% |
| Bawa N Mallick Trust | 3,000 | $217.7K | 0.07% |
| Belvedere Trading LLC | 2,053 | $149.0K | 0.01% |
| Institute for Wealth Management, LLC. | 200 | $14.5K | 0.00% |
| SRS Capital Advisors, Inc. | 100 | $7.26K | 0.00% |
| Jones Financial Companies LLLP | 60 | $4.27K | 0.00% |
Sold out (6)
Institutions that held Bank of Montreal at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Absolute Capital Management, LLC | 28,100 | $1.68M |
| Kingswood Wealth Advisors, LLC | 4,241 | $252.8K |
| Simplex Trading, LLC | 671 | $40.0K |
| Parallel Advisors, LLC | 276 | $16.5K |
| Rossby Financial, LCC | 120 | $7.30K |
| Citigroup Inc | 1 | $60 |