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, Q1 2026
Institutional positions in Bank of Montreal as of Mar 31, 2026. 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
- 13
- +1 vs. Q4 2025
- Shares held
- 299.1K
- +108.2K (+56.7%) vs. Q4 2025Converted for a 2-for-1 split
- Total value
- $7.12M
- +$1.84M (+34.9%) vs. Q4 2025
- New holders
- 5
- 5 more added
- Sold out
- 4
- 1 more reduced
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Millington Financial Advisors, LLC | 100,201 | $2.97M | 1.25% | +1,683+1.7% | AddedConverted for a 2-for-1 split |
| Susquehanna International Group, LLP | 81,899 | $1.71M | 0.00% | +40,241+96.6% | AddedConverted for a 2-for-1 split |
| Jane Street Group, LLC | 48,558 | $1.01M | 0.00% | +48,558 | New |
| Citadel Advisors LLC | 22,456 | $468.0K | 0.00% | +6,992+45.2% | AddedConverted for a 2-for-1 split |
| Tower Research Capital LLC (TRC) | 14,301 | $298.0K | 0.01% | +6,131+75.0% | AddedConverted for a 2-for-1 split |
| IMC-Chicago, LLC | 13,010 | $271.1K | 0.00% | +13,010 | New |
| Two Sigma Securities, LLC | 11,514 | $240.0K | 0.03% | +11,514 | New |
| Signaturefd, LLC | 2,500 | $52.1K | 0.00% | +2,500 | New |
| Clear Street Markets LLC | 2,000 | $41.7K | 0.02% | +2,000 | New |
| UBS Group AG | 1,199 | $25.0K | 0.00% | +407+51.4% | AddedConverted for a 2-for-1 split |
| Fifth Third Bancorp | 898 | $18.7K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Hollencrest Capital Management | 426 | $8.88K | 0.00% | −20−4.5% | ReducedConverted for a 2-for-1 split |
| Toth Financial Advisory Corp | 160 | $3.33K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −15,132−100.0% | Sold outConverted for a 2-for-1 split |
| Mainstay Capital Management LLC | 0 | $0 | 0.00% | −9,454−100.0% | Sold outConverted for a 2-for-1 split |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −212−100.0% | Sold outConverted for a 2-for-1 split |
| Royal Bank of Canada | 0 | $0 | 0.00% | −40−100.0% | Sold outConverted for a 2-for-1 split |