Bank of Montreal
FNGU- 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; 20 institutions reported holding it in 13F filings for Q2 2026, worth $27.4M in total; no superinvestor holds it.
Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
Q1 2022 vs. Q4 2021
How the institutions holding Bank of Montreal changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 20 | 1 | 22 | +3 |
| Shares | 412.5K | 210 | 488.0K | +75.7K (+18.4%) |
| Value | $15.5M | $8.00K | $11.2M | −$4.29M (−27.7%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Bank of Montreal at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 34,575 | $993.0K | 0.02% |
| HAP Trading, LLC | 31,361 | $713.0K | 0.08% |
| Blair William & Co | 25,700 | $585.0K | 0.00% |
| Two Sigma Securities, LLC | 16,200 | $369.0K | 0.05% |
| IFP Advisors, Inc | 1,500 | $102.0K | 0.00% |
| UBS Group AG | 1,969 | $45.0K | 0.00% |
| Glen Eagle Advisors, LLC | 500 | $11.4K | 0.00% |
| Private Ocean, LLC | 500 | $11.0K | 0.00% |
| Royal Bank of Canada | 300 | $7.00K | 0.00% |
| Advisor Group Holdings, Inc. | 78 | $7.00K | 0.00% |
| Horan Securities, Inc. | 35 | $1.00K | 0.00% |
Sold out (8)
Institutions that held Bank of Montreal at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Citadel Advisors LLC | 118,404 | $4.44M |
| HRT Financial LP | 58,968 | $2.21M |
| JPMorgan Chase & Co | 21,341 | $801.0K |
| Harvest Investment Services, LLC | 13,439 | $504.0K |
| Creative Planning | 8,138 | $305.0K |
| Wells Fargo & Company | 650 | $24.0K |
| CoreCap Advisors, LLC | 70 | $3.00K |
| Bank of America Corp | – | $1.00K |
Not filed for Q1 2022 yet (1)
Institutions that held Bank of Montreal at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Harbour Investments, Inc. | 210 | $8.00K |