Which funds hold BERZ?

As of 2026-Q2, 1 institutional funds reported holding BERZ (BANK MONTREAL MEDIUM) in SEC 13F filings, with a combined reported value of $2.59K.

How many shares of BERZ do institutions own?

13F filers reported 112 shares of BERZ, worth $2.59K in aggregate at the end of 2026-Q2.

Is institutional ownership of BERZ rising or falling?

No prior-quarter baseline is available for a directional read.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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BERZ — BANK MONTREAL MEDIUM

Reported value held$306.70K

Funds holding (latest)4

SectorFinancials

Funds holding (Q2 2026)1

Institutional value$2.59K · 112 sh

New / Add / Cut / Exit1 / 0 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

As of Q2 2026, 1 SEC-registered investment managers reported holding BERZ (BANK MONTREAL MEDIUM) in their latest 13F filings, with a combined reported value of $2.59K across 112 shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

BERZ is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	Q3 2022	6.46K	$286.00K	0.00%	Add
Morgan Stanley history	Q3 2022	400	$18.00K	0.00%	Hold
UBS Group AG history	Q2 2026	112	$2.59K	0.00%	New
Renaissance Technologies history	Q4 2023	26.00K	$102	0.00%	Reduce

New Positions (Q2 2026)

UBS Group AG 112 sh · $2.59K

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

Fund	Q3 2021	Q4 2021	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023	Q1 2024	Q2 2024	Q3 2024	Q4 2024	Q1 2025	Q2 2025	Q3 2025	Q4 2025	Q2 2026
UBS Group AG	325	2	1.80K	—	2.56K	1.39K	13	10.94K	18.16K	13.05K	778	495	1.17K	1.01K	2	1.30K	2	2	112
Citadel Advisors	—	—	—	5.90K	6.46K	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Morgan Stanley	1.20K	1.20K	1.20K	400	400	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Renaissance Technologies	—	—	—	—	—	—	—	10.50K	38.70K	26.00K	—	—	—	—	—	—	—	—	—

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