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Bank of Montreal

SHNY
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; 7 institutions reported holding it in 13F filings for Q2 2026, worth $2.63M in total; no superinvestor holds it.

Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU

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

13F holders of SHNY: Q1 2026 compared with Q2 2026
MeasureQ1 2026Q2 2026Change
Holders37+4
Shares14.0K330.9K+316.9K (+2,262.0%)
Value$194.5K$2.63M+$2.44M (+1,253.1%)

New holders (5)

Institutions that held Bank of Montreal at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to SHNY in Q2 2026
InstitutionSharesValue% of portfolio
Larson Financial Group LLC251,446$2.00M0.05%
Susquehanna International Group, LLP41,171$327.3K0.00%
Flow Traders U.S. LLC22,580$180.0K0.01%
Tower Research Capital LLC (TRC)163$1.30K0.00%
JPMorgan Chase & Co1$80.00%

Sold out (1)

Institutions that held Bank of Montreal at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of SHNY in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Curio Wealth, LLC10$139