- Info
- Portfolio
- Significant Ownership
- Financials
- Holders: BMO, FNGU, FNGS, GDXU, BULZ
- Type / Class
- Equity / NT LKD 41
- Total 13F shares
- 185,383
- Share change
- +169,552
- Total reported value
- $19,318,354
- Price per share
- $104.21
- Number of holders
- 6
- Value change
- +$16,786,267
- Number of buys
- 5
- Number of sells
- 5
Quarterly Holders Quick Answers
What is CUSIP 063679559?
CUSIP 063679559 identifies BULZ - BANK OF MONTREAL /CAN/ - NT LKD 41 in SEC institutional holdings data.
Need full ownership history?
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- Latest 13F filings for newly reported positions across managers.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 063679559:
Top shareholders of BULZ - BANK OF MONTREAL /CAN/ - NT LKD 41 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA |
13F
|
Company |
—
mixed-class rows
|
60,561,617
mixed-class rows
|
$5,877,319,000 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.2%
|
30,494,749
|
$2,960,491,222 | — | 31 Dec 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
4.1%
|
29,873,166
|
$2,896,404,149 | — | 31 Dec 2024 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
2.4%
|
17,615,141
|
$1,709,214,940 | — | 31 Dec 2024 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
2.3%
|
16,411,822
|
$1,592,767,000 | — | 31 Dec 2024 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
—
mixed-class rows
|
13,749,097
mixed-class rows
|
$1,335,852,191 | — | 31 Dec 2024 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
1.7%
|
12,215,628
|
$1,184,635,812 | — | 31 Dec 2024 | |
| NORGES BANK |
13F
|
Company |
1.4%
|
10,464,521
|
$1,014,632,953 | — | 31 Dec 2024 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
1.2%
|
8,907,412
|
$864,595,774 | — | 31 Dec 2024 | |
| TORONTO DOMINION BANK |
13F
|
Company |
1.2%
|
8,502,265
|
$824,383,976 | — | 31 Dec 2024 | |
| 1832 Asset Management L.P. |
13F
|
Company |
1%
|
7,392,006
|
$717,394,182 | — | 31 Dec 2024 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.94%
|
6,838,171
|
$664,742,227 | — | 31 Dec 2024 | |
| JARISLOWSKY, FRASER Ltd |
13F
|
Company |
0.92%
|
6,711,773
|
$651,250,119 | — | 31 Dec 2024 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.91%
|
6,616,614
|
$642,016,000 | — | 31 Dec 2024 | |
| CIBC Asset Management Inc |
13F
|
Company |
0.88%
|
6,371,405
|
$620,937,116 | — | 31 Dec 2024 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Individual |
0.75%
|
5,419,567
|
$525,866,043 | — | 31 Dec 2024 | |
| FMR LLC |
13F
|
Company |
0.72%
|
5,208,431
|
$505,642,651 | — | 31 Dec 2024 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
—
mixed-class rows
|
4,932,693
mixed-class rows
|
$476,542,456 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.59%
|
4,297,626
|
$422,450,212 | — | 31 Dec 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.58%
|
4,244,870
|
$411,884,270 | — | 31 Dec 2024 | |
| Fiera Capital Corp |
13F
|
Company |
0.51%
|
3,701,814
|
$358,991,075 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.5%
|
3,634,988
|
$352,775,774 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.5%
|
3,604,088
|
$349,777,788 | — | 31 Dec 2024 | |
| SCOTIA CAPITAL INC. |
13F
|
Company |
0.48%
|
3,493,410
|
$338,436,566 | — | 31 Dec 2024 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.37%
|
2,653,260
|
$256,727,781 | — | 31 Dec 2024 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.3%
|
2,207,553
|
$214,037,097 | — | 31 Dec 2024 | |
| FIL Ltd |
13F
|
Company |
0.3%
|
2,169,083
|
$210,578,130 | — | 31 Dec 2024 | |
| GUARDIAN CAPITAL LP |
13F
|
Company |
0.3%
|
2,151,876
|
$208,798,704 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.26%
|
1,913,716
|
$185,693,949 | — | 31 Dec 2024 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.26%
|
1,878,964
|
$182,317,777 | — | 31 Dec 2024 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.25%
|
1,827,757
|
$177,213,322 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.24%
|
1,743,745
|
$169,230,439 | — | 31 Dec 2024 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
0.22%
|
1,625,441
|
$157,696,254 | — | 31 Dec 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.22%
|
1,608,452
|
$156,100,267 | — | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.22%
|
1,579,064
|
$153,218,177 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
1,535,961
mixed-class rows
|
$148,997,587 | — | 31 Dec 2024 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.2%
|
1,465,507
|
$143,105,400 | — | 31 Dec 2024 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.19%
|
1,392,000
|
$135,067,167 | — | 31 Dec 2024 | |
| Newport Trust Company, LLC |
13F
|
Company |
0.19%
|
1,383,319
|
$134,251,109 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
1,373,176
mixed-class rows
|
$132,761,370 | — | 31 Dec 2024 | |
| Cardinal Capital Management, Inc. |
13F
|
Company |
0.18%
|
1,286,702
|
$124,632,050 | — | 31 Dec 2024 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.16%
|
1,160,494
|
$112,625,943 | — | 31 Dec 2024 | |
| MUFG SECURITIES (CANADA), LTD. |
13F
|
Company |
0.15%
|
1,114,100
|
$108,086,858 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.15%
|
1,094,053
|
$106,177,842 | — | 31 Dec 2024 | |
| Addenda Capital Inc. |
13F
|
Company |
0.1%
|
760,614
|
$106,143,684 | — | 31 Dec 2024 | |
| AGF MANAGEMENT LTD |
13F
|
Company |
0.14%
|
980,773
|
$105,913,424 | — | 31 Dec 2024 | |
| Aviso Financial Inc. |
13F
|
Company |
0.14%
|
1,027,872
|
$99,763,206 | — | 31 Dec 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.14%
|
1,016,659
|
$98,666,755 | — | 31 Dec 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.13%
|
935,625
|
$90,802,407 | — | 31 Dec 2024 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.12%
|
882,705
|
$85,649,881 | — | 31 Dec 2024 |
Institutional Holders of BANK OF MONTREAL /CAN/ - NT LKD 41 (BULZ) as of Q1 2025
As of 31 Mar 2025,
BANK OF MONTREAL /CAN/ - NT LKD 41 (BULZ) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
185,383 shares.
The largest 6 holders included
Avestar Capital, LLC, BlackRock, Inc., HUB Investment Partners, LLC, UBS Group AG, Tower Research Capital LLC (TRC), and Allworth Financial LP.
This page lists
6
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
5
Q1 2025 holders
6
Holder diff
1
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.