Bank of Montreal (BULZ) shareholders
BULZNYSECommercial Banks, NECFiscal year ends October 31Also trades as AIQD, AIQU, BERZ, BMO, BNKD, BNKU, BRZD, BRZL, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, HYGD, HYGU, JETD, JETU, JPND, JPNU, LQDD, LQDU, MNGU, NRGD, NRGU, OILD, OILU, SHNY, SMHD, SMHU, SPYU, TAWN, TPEI, WTID, WTIU, XLCD, XLCU, XLPD, XLPU
$28.34−6.45 (-18.54%)
Close on Oct 30, 2026Market cap $121.32BP/E 19.5Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
6
4 new, 4 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 37,021,722 | 5.10% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BULZ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 70,000 | – | $2.77M | New | 0.07% |
| Citadel Advisors LLC | 62,807 | – | $2.49M | New | 0.00% |
| Hrt Financial LP | 32,439 | – | $1.28M | New | 0.00% |
| IMC-Chicago, LLC | 10,120 | – | $400.45K | −220 | 0.00% |
| Tower Research Capital LLC (TRC) | 2,738 | – | $108.34K | +1,041 | 0.00% |
| UBS Group AG | 500 | – | $19.79K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | 0M | 4 / 1 | 1 / 4 | 0M | 0M |
| Q1 2026 | 6 | 0M | 4 / 1 | 1 / 4 | 0M | 0M |
| Q4 2025 | 6 | 1M | 2 / 2 | 2 / 1 | 0M | 0M |
| Q3 2025 | 5 | 0M | 1 / 3 | 1 / 3 | 0M | 2M |
| Q2 2025 | 7 | 2M | 4 / 1 | 1 / 3 | 0M | 0M |
| Q1 2025 | 6 | 2M | 5 / 0 | 1 / 4 | 2M | 0M |
| Q4 2024 | 5 | 0M | 2 / 2 | 1 / 3 | 0M | 0M |
| Q3 2024 | 6 | 0M | 2 / 2 | 2 / 4 | 0M | 0M |
| Q2 2024 | 8 | 0M | 4 / 3 | 1 / 2 | 0M | 0M |
| Q1 2024 | 6 | 0M | 3 / 1 | 2 / 4 | 0M | 0M |
| Q4 2023 | 7 | 0M | 4 / 1 | 2 / 2 | 0M | 0M |
| Q3 2023 | 5 | 0M | 3 / 1 | 1 / 2 | 0M | 0M |
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
1M shares short
Days to cover
1.6
At 0M shares a day
Change since last report
+51.7%
From 0M shares
Short volume, 20 days
54.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Bank of Montreal's stock actually held short. Settlement fails (shares not delivered on time) peaked at 408,704 shares on Sep 8, 2026 over the last 90 days.