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 2026 vs. Q4 2025
How the institutions holding Bank of Montreal changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Q1 2026 | Change |
|---|---|---|---|
| Holders | 22 | 23 | +1 |
| Shares | 14.0M | 6.54M | −7.51M (−53.5%) |
| Value | $354.7M | $102.6M | −$252.1M (−71.1%) |
New holders (6)
Institutions that held Bank of Montreal at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Headlands Technologies LLC | 56,424 | $881.9K | 0.10% |
| Avestar Capital, LLC | 50,000 | $781.5K | 0.05% |
| United Advisor Group, LLC | 20,133 | $314.7K | 0.04% |
| Kestra Advisory Services, LLC | 15,400 | $240.7K | 0.00% |
| Two Sigma Securities, LLC | 10,712 | $167.4K | 0.02% |
| Portus Wealth Advisors, LLC | 253 | $3.95K | 0.00% |
Sold out (5)
Institutions that held Bank of Montreal at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Oriental Harbor Investment Fund | 4,193,340 | $105.9M |
| Citadel Advisors LLC | 292,550 | $7.39M |
| Mercer Global Advisors Inc | 10,067 | $254.3K |
| UBS Group AG | 1,942 | $49.1K |
| JPMorgan Chase & Co | 587 | $14.8K |