# BANK MONTREAL MEDIUM (BMO) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 063671101
Page URL: https://superinvestorclub.com/stock/BMO
Last updated: 2026-07-08T12:46:10.311Z

## Summary

As of the most recent 13F filing period, BANK MONTREAL MEDIUM (BMO) is held by 1 tracked superinvestors with an aggregate position value of $913,004 representing 06746 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 6746 | $913,004 | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-09-30: 1 holders, $707,709 aggregate, 07846 shares
- 2024-12-31: 1 holders, $664,404 aggregate, 06846 shares
- 2025-03-31: 2 holders, $5.1M aggregate, 0469416846 shares
- 2025-06-30: 1 holders, $259,682 aggregate, 02348 shares
- 2025-09-30: 2 holders, $1.6M aggregate, 067465169 shares
- 2025-12-31: 2 holders, $1.5M aggregate, 067464759 shares
- 2026-03-31: 1 holders, $913,004 aggregate, 06746 shares

## Recent congressional trades (15)

- 2025-11-13: Jefferson Shreve (Republican-IN) purchase $5,000,001 - $25,000,000
- 2025-07-31: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-07-17: Ro Khanna (Democrat-CA) purchase $15,001 - $50,000
- 2025-05-22: Ro Khanna (Democrat-CA) purchase $15,001 - $50,000
- 2025-04-24: Ro Khanna (Democrat-CA) purchase $100,001 - $250,000
- 2025-04-24: Ro Khanna (Democrat-CA) purchase $15,001 - $50,000
- 2025-04-24: Ro Khanna (Democrat-CA) purchase $50,001 - $100,000
- 2025-04-23: Ro Khanna (Democrat-CA) purchase $100,001 - $250,000
- 2025-04-17: Ro Khanna (Democrat-CA) purchase $50,001 - $100,000
- 2025-04-16: Ro Khanna (Democrat-CA) purchase $250,001 - $500,000
- 2025-04-16: Ro Khanna (Democrat-CA) purchase $100,001 - $250,000
- 2025-03-27: Ro Khanna (Democrat-CA) sale $100,001 - $250,000
- 2025-03-27: Ro Khanna (Democrat-CA) sale $50,001 - $100,000
- 2025-03-27: Ro Khanna (Democrat-CA) sale $15,001 - $50,000
- 2025-03-26: Ro Khanna (Democrat-CA) sale $50,001 - $100,000

## Recent insider transactions (0)


## Citation

When citing, use: "BANK MONTREAL MEDIUM (BMO) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/BMO), aggregating SEC 13F, Form 4, and congressional disclosures."