# BANK MONTREAL MEDIUM (BERZ)

> Institutional ownership reported to the SEC as of Q4 2025, from Form 13F filings. Source: https://holderbook.com/stocks/BERZ/

- Reporting holders: 2
- Reported value: $100.0K
- Shares held by institutions: 35,280 of 708,905,679 outstanding
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $100.0K | 35,278 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $6 | 2 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2025 | 2 | $100.0K |
| Q3 2025 | 4 | $215.3K |
| Q2 2025 | 4 | $209.4K |
| Q1 2025 | 3 | $259.5K |
| Q4 2024 | 5 | $1.5M |
| Q3 2024 | 2 | $20.3K |
| Q2 2024 | 4 | $4.4M |
| Q1 2024 | 5 | $2.2M |
| Q4 2023 | 6 | $1.5M |
| Q3 2023 | 7 | $2.2M |
| Q2 2023 | 4 | $438.8K |
| Q1 2023 | 2 | $55.2K |