Latest Period
Q1 2026
Security Snapshot
BANK OF MONTREAL - EQUITY Institutional Ownership
CUSIP: 063671952
13F Institutional Holders and Ownership History from Q3 2016 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
93,210
Price
$135.01
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- Security type / class
- Equity / EQUITY
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 93,210
- Total 13F value
- $12,584,736
- Portfolio coverage rank
- 0%
- Share change
- -3,341
- Value change
- -$451,085
- Number of holders
- 1
- SEC-reported price per share
- $135.01
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 063671952 - BANK OF MONTREAL - EQUITY is tracked under CUSIP 063671952.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $12,555,328 to $12,584,736.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
063671952
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 063671952:
As of 31 Mar 2026, 1 institutional investors reported holding 93,210 shares of BANK OF MONTREAL - EQUITY.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
29
Latest
Q1 2026
Rows shown
1-25 of 29
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 93,210 | $12,584,736 | -$451,085 | $135.01 | 1 |
| 2025 Q4 | 96,551 | $12,555,328 | -$1,072,946 | $130.04 | 1 |
| 2025 Q3 | 104,802 | $13,659,510 | -$2,064,788 | $130.34 | 1 |
| 2025 Q2 | 120,644 | $13,342,899 | -$533,521 | $110.60 | 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 | $135.01 | 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 | $87.90 | 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 | $135.01 | 0 |
| 2018 Q3 | 7,598 | $627,000 | +$627,000 | $82.52 | 1 |
| 2018 Q2 | 0 | $0 | -$574,000 | $135.01 | 0 |
| 2018 Q1 | 7,598 | $574,000 | +$574,000 | $75.55 | 1 |
| 2017 Q4 | 0 | $0 | -$575,000 | $135.01 | 0 |
| 2017 Q3 | 7,598 | $575,000 | $75.68 | 1 |