# BANK MONTREAL MEDIUM (BULZ)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BULZ/

- Reporting holders: 6
- Reported value: $9.6M
- Shares held by institutions: 241,411 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 |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $5.0M | 125,614 | 0.0% | 1 |
| [Larson Financial Group LLC](https://holderbook.com/funds/1731061-larson-financial-group-llc/) | $2.8M | 70,000 | 0.1% | 1 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $1.3M | 32,439 | 0.0% | 1 |
| [IMC-Chicago, LLC](https://holderbook.com/funds/1452861-imc-chicago-llc/) | $400.4K | 10,120 | 0.0% | 2 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $108.3K | 2,738 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $19.8K | 500 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $9.6M |
| Q1 2026 | 6 | $7.3M |
| Q4 2025 | 6 | $13.7M |
| Q3 2025 | 5 | $9.3M |
| Q2 2025 | 7 | $34.2M |
| Q1 2025 | 6 | $19.3M |
| Q4 2024 | 5 | $2.6M |
| Q3 2024 | 6 | $2.8M |
| Q2 2024 | 8 | $5.9M |
| Q1 2024 | 5 | $3.0M |
| Q4 2023 | 7 | $4.8M |
| Q3 2023 | 5 | $1.7M |