Bank of Montreal
SPYU- 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; 11 institutions reported holding it in 13F filings for Q2 2026, worth $6.81M in total; no superinvestor holds it.
Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
13F holders, Q4 2024
Institutional positions in Bank of Montreal as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 12
- +2 vs. Q3 2024
- Shares held
- 411.6K
- +199.8K (+94.3%) vs. Q3 2024
- Total value
- $19.2M
- +$9.10M (+89.9%) vs. Q3 2024
- New holders
- 5
- 3 more added
- Sold out
- 3
- 4 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPYU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 11 | $6.81M |
| Q1 2026 | 13 | $7.12M |
| Q4 2025 | 12 | $5.28M |
| Q3 2025 | 12 | $5.07M |
| Q2 2025 | 12 | $6.55M |
| Q1 2025 | 13 | $2.85M |
| Q4 2024 | 12 | $19.2M |
| Q3 2024 | 10 | $10.1M |
| Q2 2024 | 8 | $11.2M |
| Q1 2024 | 7 | $14.7M |
| Q4 2023 | 4 | $9.00M |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 257,904 | $12.1M | 0.33% | +241,542+1,476.2% | Added |
| GG Group Ventures, LLC | 59,874 | $2.80M | 3.69% | +11,855+24.7% | Added |
| Jane Street Group, LLC | 54,457 | $2.54M | 0.00% | +54,457 | New |
| BXM Wealth LLC | 17,655 | $825.0K | 1.15% | +17,655 | New |
| Citadel Advisors LLC | 11,241 | $525.3K | 0.00% | −56,478−83.4% | Reduced |
| Renaissance Technologies LLC | 6,800 | $317.8K | 0.00% | +6,800 | New |
| Toth Financial Advisory Corp | 2,154 | $100.7K | 0.01% | +490+29.4% | Added |
| Tower Research Capital LLC (TRC) | 776 | $36.3K | 0.00% | −25,069−97.0% | Reduced |
| Hollencrest Capital Management | 373 | $17.4K | 0.00% | −24−6.0% | Reduced |
| UBS Group AG | 296 | $13.8K | 0.00% | −30,435−99.0% | Reduced |
| Global Retirement Partners, LLC | 15 | $701 | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 7 | $327 | 0.00% | +7 | New |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,112−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,338−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −4,572−100.0% | Sold out |