BULZ is a Bank of Montreal exchange-traded product listed on NYSE. Its price is shown below; holders, insider trades and filings are for the company. The company’s common stock is BMO →
CIK 927971The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
—
No open-market trades
Congress trades, 24 mo
—
No disclosed trades
13F holders
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Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
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Latest 10-Q
What changed in Bank of Montreal's latest quarterly report, compared with the one before.
We have not read a recent 10-Q for this company yet.
Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Lobbying
What Bank of Montreal and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Congress purchase Congress sale Insider sale over $1M
Adjusted for stock splits; not for dividends. The stock split 10-for-1 on Feb 24, 2026; earlier prices are shown divided by the split ratio. Where prices come from.
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Intraday and historical prices from TradingView. Quotes may be delayed.
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Information, not investment advice. Company matching is automatic; check the source before relying on one row.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
482
174 added · 152 trimmed
Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No recent insider purchases or sales for this company.
13F holders
222.00M shares
482 funds report BULZ. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Q3 2026. 47 new, 174 added to, 152 trimmed, 221 exited since Q2 2026.
Download CSVEvery fund that holds BULZ, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
Recent congressional trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
What Bank of Montreal and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report, adjusted for splits
Funds holding the stock by quarter
Q2 2013
307
—
285.47M
$16.6B
Q3 2013
305
-2
272.39M
$18.2B
Q4 2013
336
+31
268.54M
$18.1B
Q1 2014
341
+5
298.08M
$20.0B
Q2 2014
352
+11
306.60M
$22.6B
Q3 2014
350
-2
276.98M
$20.5B
Q4 2014
360
+10
310.89M
$22.1B
Q1 2015
343
-17
313.81M
$18.9B
Q2 2015
342
-1
309.63M
$18.4B
Q3 2015
339
-3
311.88M
$17.1B
Q4 2015
351
+12
314.04M
$17.8B
Q1 2016
362
+11
307.33M
$18.8B
Q2 2016
370
+8
316.39M
$20.1B
Q3 2016
371
+1
315.76M
$20.8B
Q4 2016
402
+31
319.84M
$23.1B
Q1 2017
417
+15
318.73M
$24.0B
Q2 2017
398
-19
284.99M
$21.0B
Q3 2017
394
-4
288.73M
$21.9B
Q4 2017
428
+34
290.42M
$23.3B
Q1 2018
426
-2
285.22M
$21.6B
Q2 2018
438
+12
294.25M
$22.8B
Q3 2018
452
+14
293.36M
$24.3B
Q4 2018
437
-15
287.04M
$19.2B
Q1 2019
453
+16
285.40M
$21.4B
Q2 2019
442
-11
261.93M
$20.3B
Q3 2019
430
-12
278.08M
$20.6B
Q4 2019
446
+16
269.76M
$21.0B
Q1 2020
394
-52
273.49M
$13.7B
Q2 2020
375
-19
249.81M
$13.3B
Q3 2020
355
-20
261.70M
$15.4B
Q4 2020
399
+44
275.09M
$21.0B
Q1 2021
404
+5
273.94M
$24.7B
Q2 2021
439
+35
274.58M
$28.3B
Q3 2021
457
+18
275.43M
$27.7B
Q4 2021
488
+31
267.59M
$28.9B
Q1 2022
504
+16
288.28M
$34.1B
Q2 2022
485
-19
293.50M
$28.3B
Q3 2022
455
-30
299.99M
$26.4B
Q4 2022
477
+22
322.50M
$29.2B
Q1 2023
470
-7
329.65M
$29.4B
Q2 2023
469
-1
340.43M
$30.8B
Q3 2023
456
-13
348.99M
$29.5B
Q4 2023
488
+32
346.24M
$34.3B
Q1 2024
491
+3
354.48M
$34.7B
Q2 2024
476
-15
355.27M
$29.8B
Q3 2024
469
-7
344.75M
$31.2B
Q4 2024
535
+66
368.76M
$35.7B
Q1 2025
557
+22
345.28M
$33.0B
Q2 2025
565
+8
415.20M
$46.0B
Q3 2025
580
+15
355.23M
$46.4B
Q4 2025
618
+38
331.38M
$43.2B
Q1 2026
640
+22
327.96M
$44.5B
Q2 2026
657
+17
335.41M
$60.0B
Q3 2026
485
-172
222.00M
$37.3B
Each point is a quarter-end, from Q2 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP numbers (063671101, 063679286, 063679294, 063679328, 063679336, 063679344). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2013) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits (1-for-10 on Mar 29, 2021, 1-for-50 on Apr 11, 2022, 1-for-10 on Dec 2, 2022, 1-for-5 on Apr 29, 2024, 1-for-5 on Feb 24, 2026): reports from before a split are multiplied by its ratio, so every quarter is on the share count of Q3 2026.
This company has more than one class of shares in the reports; a fund that holds two classes is counted once for each.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.