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
Q4 2025 vs. Q3 2025
How the institutions holding Bank of Montreal changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 20 | 22 | +2 |
| Shares | 7.90M | 14.0M | +6.15M (+77.8%) |
| Value | $230.6M | $354.7M | +$124.1M (+53.8%) |
New holders (8)
Institutions that held Bank of Montreal at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Susquehanna International Group, LLP | 165,032 | $4.17M | 0.01% |
| Renaissance Technologies LLC | 28,700 | $725.0K | 0.00% |
| GTS Securities LLC | 24,575 | $620.8K | 0.02% |
| HRT Financial LP | 21,252 | $536.0K | 0.00% |
| TCG Advisory Services, LLC | 13,500 | $341.0K | 0.01% |
| Mercer Global Advisors Inc | 10,067 | $254.3K | 0.00% |
| JPMorgan Chase & Co | 587 | $14.8K | 0.00% |
| Tower Research Capital LLC (TRC) | 3 | $76 | 0.00% |
Sold out (6)
Institutions that held Bank of Montreal at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Wallace Advisory Group, LLC | 22,411 | $557.8K |
| Jane Street Group, LLC | 15,182 | $442.7K |
| Envestnet Asset Management Inc | 12,834 | $374.2K |
| CI Private Wealth, LLC | 10,000 | $291.6K |
| Signaturefd, LLC | 1,400 | $40.8K |
| Farther Finance Advisors, LLC | 187 | $5.45K |