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
Q3 2025 vs. Q2 2025
How the institutions holding Bank of Montreal changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 18 | 20 | +2 |
| Shares | 6.34M | 7.90M | +1.56M (+24.6%) |
| Value | $158.0M | $230.6M | +$72.6M (+45.9%) |
New holders (9)
Institutions that held Bank of Montreal at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Citigroup Inc | 2,000,000 | $58.3M | 0.04% |
| Larson Financial Group LLC | 530,815 | $15.5M | 0.54% |
| Citadel Advisors LLC | 23,501 | $685.3K | 0.00% |
| Wallace Advisory Group, LLC | 22,411 | $557.8K | 0.45% |
| Envestnet Asset Management Inc | 12,834 | $374.2K | 0.00% |
| UBS Group AG | 10,807 | $315.1K | 0.00% |
| CI Private Wealth, LLC | 10,000 | $291.6K | 0.00% |
| The PNC Financial Services Group, Inc. | 2,425 | $70.7K | 0.00% |
| Signaturefd, LLC | 1,400 | $40.8K | 0.00% |
Sold out (7)
Institutions that held Bank of Montreal at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Susquehanna International Group, LLP | 250,996 | $6.25M |
| Jump Financial, LLC | 191,062 | $4.76M |
| IMC-Chicago, LLC | 36,209 | $901.2K |
| HRT Financial LP | 19,179 | $477.0K |
| Kestra Advisory Services, LLC | 12,900 | $321.1K |
| Raymond James Financial Inc | 435 | $10.8K |
| Hollencrest Capital Management | 25 | $622 |