BANK OF MONTREAL - EQUITY

Historical Holders from Q3 2016 to Q3 2025

Type / Class
Equity / EQUITY
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
104,802
Holdings value
$13,659,510
% of all portfolios
0%
Number of holders
1
Number of sells
-1
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of BANK OF MONTREAL - EQUITY

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 104,802 $13,659,510 -$2,064,788 $130.34 1
2025 Q2 120,644 $13,342,899 -$533,521 $110.6 1
2025 Q1 125,468 $11,979,720 +$208,624 $95.48 1
2024 Q4 123,283 $11,962,274 $97.03 1
2023 Q2 0 $0 -$34,868,082 0
2023 Q1 391,998 $34,868,082 -$453,360 $88.95 1
2022 Q4 396,923 $35,933,000 -$7,244,341 $90.57 2
2022 Q3 476,947 $42,021,000 +$1,991,166 $87.9 2
2022 Q2 454,349 $43,600,000 $96.04 2
2022 Q1 454,349 $53,511,000 -$2,113,044 $117.72 2
2021 Q4 472,290 $50,912,000 -$1,848,442 $107.33 2
2021 Q3 489,435 $48,878,000 +$214,926 $101.17 2
2021 Q2 487,284 $49,998,000 $102.54 2
2021 Q1 487,284 $43,431,000 +$824,000 $89.14 2
2020 Q4 478,042 $36,315,000 $75.97 1
2020 Q3 478,042 $27,858,000 +$27,858,000 $58.28 1
2019 Q3 17,560 $1,293,000 +$1,293,000 $73.63 1
2018 Q4 0 $0 -$627,000 0
2018 Q3 7,598 $627,000 +$627,000 $82.52 1
2018 Q2 0 $0 -$574,000 0
2018 Q1 7,598 $574,000 +$574,000 $75.55 1
2017 Q4 0 $0 -$575,000 0
2017 Q3 7,598 $575,000 $75.68 1
2017 Q2 7,598 $558,000 +$558,000 $73.44 1
2017 Q1 0 $0 -$546,000 0
2016 Q4 7,598 $546,000 $71.86 1
2016 Q3 7,598 $497,885 +$497,885 $65.53 1