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
Q1 2025 vs. Q4 2024
How the institutions holding Bank of Montreal changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 12 | 2 | 13 | +3 |
| Shares | 411.6K | 59.9K | 88.6K | −263.0K (−74.8%) |
| Value | $19.2M | $2.80M | $2.85M | −$13.6M (−82.7%) |
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Bank of Montreal at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Millington Financial Advisors, LLC | 29,189 | $764.5K | 0.47% |
| Susquehanna International Group, LLP | 14,704 | $515.5K | 0.00% |
| Goldman Sachs Group Inc | 7,104 | $249.1K | 0.00% |
| XTX Topco Ltd | 7,052 | $247.2K | 0.01% |
| Signaturefd, LLC | 5,000 | $175.3K | 0.00% |
| CWM, LLC | 395 | $14.0K | 0.00% |
| Headlands Technologies LLC | 45 | $1.58K | 0.00% |
Sold out (4)
Institutions that held Bank of Montreal at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| IMC-Chicago, LLC | 257,904 | $12.1M |
| Citadel Advisors LLC | 11,241 | $525.3K |
| Renaissance Technologies LLC | 6,800 | $317.8K |
| UBS Group AG | 296 | $13.8K |
Not filed for Q1 2025 yet (2)
Institutions that held Bank of Montreal at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| GG Group Ventures, LLC | 59,874 | $2.80M |
| Global Retirement Partners, LLC | 15 | $701 |