Bank of Montreal
BMO- 交易所
- NYSE
- 產業
- Commercial Banks, NEC
- SEC CIK
- 0000927971
近 90 天，Bank of Montreal 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 658 家機構在 13F 申報持有，市值合計 $600.2 億；沒有大師持有。
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2021 年第 2 季 13F 持有人
Bank of Montreal 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 440
- 較 2021 年第 1 季 +37 家
- 持有股數
- 2.74 億
- 較 2021 年第 1 季 +99.0 萬 (+0.4%)
- 總市值
- $282.6 億
- 較 2021 年第 1 季 +$36.5 億 (+14.8%)
- 新進機構
- 65
- 另有 127 家加碼
- 清倉機構
- 28
- 另有 136 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BMO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 658 | $600.2 億 |
| 2026 年第 1 季 | 637 | $444.7 億 |
| 2025 年第 4 季 | 617 | $432.2 億 |
| 2025 年第 3 季 | 578 | $446.8 億 |
| 2025 年第 2 季 | 565 | $387.1 億 |
| 2025 年第 1 季 | 556 | $330.4 億 |
| 2024 年第 4 季 | 536 | $334.1 億 |
| 2024 年第 3 季 | 470 | $308.1 億 |
| 2024 年第 2 季 | 477 | $295.2 億 |
| 2024 年第 1 季 | 492 | $341.4 億 |
| 2023 年第 4 季 | 489 | $338.8 億 |
| 2023 年第 3 季 | 458 | $283.4 億 |
| 2023 年第 2 季 | 470 | $297.3 億 |
| 2023 年第 1 季 | 471 | $289.0 億 |
| 2022 年第 4 季 | 477 | $292.1 億 |
| 2022 年第 3 季 | 456 | $264.0 億 |
| 2022 年第 2 季 | 487 | $282.9 億 |
| 2022 年第 1 季 | 505 | $340.0 億 |
| 2021 年第 4 季 | 488 | $288.9 億 |
| 2021 年第 3 季 | 459 | $276.6 億 |
| 2021 年第 2 季 | 440 | $282.6 億 |
| 2021 年第 1 季 | 405 | $246.7 億 |
2021 年第 2 季持有機構
每家機構持有 Bank of Montreal 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 5,595 | $57.4 萬 | 0.10% | +329+6.2% | 加碼 |
| Verition Fund Management LLC | 5,606 | $57.5 萬 | 0.01% | +5,606 | 新進 |
| D.A. Davidson & Co. | 5,734 | $58.8 萬 | 0.01% | 00.0% | 不變 |
| Quilter Plc | 5,746 | $58.9 萬 | 0.02% | +5,746 | 新進 |
| Bridgefront Capital, LLC | 5,753 | $59.0 萬 | 0.22% | −5,431−48.6% | 減碼 |
| Patten Group, Inc. | 5,844 | $59.9 萬 | 0.18% | −40−0.7% | 減碼 |
| PRW Wealth Management LLC | 5,844 | $59.9 萬 | 0.18% | +5,844 | 新進 |
| Cetera Advisor Networks LLC | 5,915 | $60.7 萬 | 0.01% | +5,915 | 新進 |
| Paloma Partners Management Co | 6,000 | $61.5 萬 | 0.02% | +1,205+25.1% | 加碼 |
| Cresset Asset Management, LLC | 6,066 | $62.3 萬 | 0.01% | +6+0.1% | 加碼 |
| David Loasby | 6,224 | $63.8 萬 | 0.08% | −22−0.4% | 減碼 |
| Busey Wealth Management | 6,220 | $63.8 萬 | 0.03% | 00.0% | 不變 |
| Burney Co | 6,387 | $65.5 萬 | 0.03% | +461+7.8% | 加碼 |
| Nwam LLC | 6,410 | $65.7 萬 | 0.06% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 6,641 | $68.1 萬 | 0.00% | +2,244+51.0% | 加碼 |
| Blueshift Asset Management, LLC | 6,703 | $68.7 萬 | 0.04% | +6,703 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 5,467 | $69.5 萬 | 0.04% | −45−0.8% | 減碼 |
| JCIC Asset Management Inc. | 5,473 | $69.5 萬 | 0.18% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 6,816 | $69.9 萬 | 0.09% | −12−0.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,873 | $70.4 萬 | 0.01% | −550−7.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 7,252 | $74.7 萬 | 0.01% | 00.0% | 不變 |
| Marathon Capital Management | 7,330 | $75.1 萬 | 0.17% | +100+1.4% | 加碼 |
| Oppenheimer & Co Inc | 7,536 | $77.3 萬 | 0.01% | −981−11.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 8,028 | $82.3 萬 | 0.00% | +8,028 | 新進 |
| Harbour Investments, Inc. | 8,330 | $85.4 萬 | 0.03% | −147−1.7% | 減碼 |
| Berger Financial Group, Inc | 8,391 | $86.1 萬 | 0.16% | −363−4.1% | 減碼 |
| Probity Advisors, Inc. | 8,595 | $88.2 萬 | 0.19% | +124+1.5% | 加碼 |
| Kestra Advisory Services, LLC | 8,608 | $88.3 萬 | 0.01% | +1,630+23.4% | 加碼 |
| Ipswich Investment Management Co., Inc. | 8,802 | $90.3 萬 | 0.23% | 00.0% | 不變 |
| Fifth Third Bancorp | 8,962 | $91.9 萬 | 0.00% | −927−9.4% | 減碼 |
| Baskin Financial Services Inc. | 9,227 | $94.5 萬 | 0.09% | −320−3.4% | 減碼 |
| Crescent Grove Advisors, LLC | 9,310 | $95.5 萬 | 0.10% | −1,173−11.2% | 減碼 |
| Johnson Financial Group, Inc. | 9,332 | $95.7 萬 | 0.06% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 9,355 | $95.9 萬 | 0.01% | +2,278+32.2% | 加碼 |
| AE Wealth Management LLC | 9,357 | $96.0 萬 | 0.01% | +624+7.1% | 加碼 |
| FORA Capital, LLC | 9,368 | $96.1 萬 | 0.18% | +9,368 | 新進 |
| Cigna Investments Inc | 9,750 | $100.0 萬 | 0.07% | −37−0.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 9,904 | $101.6 萬 | 0.01% | −15,359−60.8% | 減碼 |
| Millennium Management LLC | 10,144 | $104.0 萬 | 0.00% | −89,209−89.8% | 減碼 |
| State Street Corp | 10,148 | $104.1 萬 | 0.00% | 00.0% | 不變 |
| Advisor Partners LLC | 10,256 | $105.2 萬 | 0.07% | +20.0% | 加碼 |
| North Star Asset Management Inc | 10,272 | $105.3 萬 | 0.06% | −116−1.1% | 減碼 |
| Smithfield Trust Co | 10,268 | $105.3 萬 | 0.07% | 00.0% | 不變 |
| Financial Counselors Inc | 10,583 | $108.5 萬 | 0.02% | −134−1.3% | 減碼 |
| Geneos Wealth Management Inc. | 10,704 | $110.4 萬 | 0.04% | −53,382−83.3% | 減碼 |
| Squarepoint Ops LLC | 11,091 | $113.7 萬 | 0.01% | +6,459+139.4% | 加碼 |
| Balasa Dinverno & Foltz LLC | 11,256 | $115.4 萬 | 0.08% | 00.0% | 不變 |
| First American Bank | 11,558 | $118.5 萬 | 0.07% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 11,552 | $118.5 萬 | 0.01% | +11,552 | 新進 |
| Texas Yale Capital Corp. | 11,648 | $119.5 萬 | 0.07% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 11,663 | $119.6 萬 | 0.23% | 00.0% | 不變 |
| Van Eck Associates Corp | 12,695 | $130.1 萬 | 0.00% | −1,039−7.6% | 減碼 |
| PEAK6 Investments LLC | 12,818 | $131.5 萬 | 0.04% | +12,818 | 新進 |
| Caas Capital Management LP | 13,785 | $141.4 萬 | 0.08% | +13,785 | 新進 |
| Assenagon Asset Management S.A. | 14,034 | $144.0 萬 | 0.01% | −743−5.0% | 減碼 |
| Curbstone Financial Management Corp | 14,500 | $148.7 萬 | 0.28% | −300−2.0% | 減碼 |
| Davis-Rea Ltd. | 14,972 | $153.3 萬 | 0.76% | −1,866−11.1% | 減碼 |
| Naples Global Advisors, LLC | 15,012 | $154.0 萬 | 0.21% | −125−0.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 15,297 | $156.9 萬 | 0.04% | +15,297 | 新進 |
| Hexavest Inc. | 15,433 | $158.4 萬 | 0.08% | +1,433+10.2% | 加碼 |
| MML Investors Services, LLC | 15,491 | $158.9 萬 | 0.01% | −1,033−6.3% | 減碼 |
| Andra AP-fonden | 12,900 | $163.9 萬 | 0.03% | −17,400−57.4% | 減碼 |
| Wetherby Asset Management Inc | 16,116 | $165.3 萬 | 0.10% | +498+3.2% | 加碼 |
| DSM Capital Partners LLC | 16,260 | $166.5 萬 | 0.02% | −1,870−10.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 16,365 | $167.8 萬 | 0.00% | −4,629−22.0% | 減碼 |
| Nexus Investment Management ULC | 16,544 | $169.4 萬 | 0.18% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 16,944 | $173.6 萬 | 0.00% | −72−0.4% | 減碼 |
| Lincluden Management Ltd | 17,335 | $177.7 萬 | 0.17% | −28−0.2% | 減碼 |
| NorthRock Partners, LLC | 17,363 | $178.2 萬 | 0.15% | −18−0.1% | 減碼 |
| Tacita Capital Inc | 18,211 | $186.5 萬 | 1.12% | +6,670+57.8% | 加碼 |
| Natixis Advisors, L.P. | 18,258 | $187.3 萬 | 0.01% | +2,675+17.2% | 加碼 |
| Portland Investment Counsel Inc. | 19,710 | $202.0 萬 | 1.00% | 00.0% | 不變 |
| Lorne Steinberg Wealth Management Inc. | 19,917 | $204.2 萬 | 1.00% | +155+0.8% | 加碼 |
| Associated Banc-Corp | 20,196 | $207.2 萬 | 0.08% | +12,384+158.5% | 加碼 |
| Manitou Investment Management Ltd. | 20,410 | $209.2 萬 | 0.37% | 00.0% | 不變 |
| Private Advisor Group, LLC | 20,411 | $209.4 萬 | 0.02% | +883+4.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 20,620 | $211.5 萬 | 0.05% | +19,200+1,352.1% | 加碼 |
| Essex Financial Services, Inc. | 20,863 | $214.0 萬 | 0.31% | +20,863 | 新進 |
| Truist Financial Corp | 22,575 | $231.6 萬 | 0.00% | −526−2.3% | 減碼 |
| Price T Rowe Associates Inc | 23,411 | $240.2 萬 | 0.00% | +199+0.9% | 加碼 |
| Commonwealth Equity Services, LLC | 23,550 | $241.5 萬 | 0.01% | −4,051−14.7% | 減碼 |
| HighTower Advisors, LLC | 24,706 | $253.5 萬 | 0.01% | +631+2.6% | 加碼 |
| US Bancorp | 24,758 | $253.8 萬 | 0.00% | −9,725−28.2% | 減碼 |
| Resources Management Corp | 25,420 | $260.7 萬 | 0.37% | +550+2.2% | 加碼 |
| WoodTrust Financial Corp | 25,879 | $265.4 萬 | 0.70% | −150−0.6% | 減碼 |
| Credential Qtrade Securities Inc. | 28,975 | $297.0 萬 | 0.23% | +1,126+4.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 29,070 | $298.3 萬 | 0.29% | +11,660+67.0% | 加碼 |
| Ensign Peak Advisors, Inc | 30,029 | $300.4 萬 | 0.01% | +2,600+9.5% | 加碼 |
| Unigestion Holding SA | 29,963 | $306.0 萬 | 0.11% | +9,245+44.6% | 加碼 |
| Addenda Capital Inc. | 24,826 | $315.4 萬 | 0.15% | +11,602+87.7% | 加碼 |
| Silver Lake Advisory, LLC | 32,488 | $322.1 萬 | 1.54% | −367−1.1% | 減碼 |
| LSV Asset Management | 32,900 | $337.4 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 33,127 | $339.7 萬 | 0.01% | +26,412+393.3% | 加碼 |
| Ameriprise Financial Inc | 33,941 | $348.2 萬 | 0.00% | −258−0.8% | 減碼 |
| Envestnet Asset Management Inc | 34,774 | $356.6 萬 | 0.00% | −2,280−6.2% | 減碼 |
| American Century Companies Inc | 34,923 | $358.0 萬 | 0.00% | +9,352+36.6% | 加碼 |
| Comerica Bank | 36,254 | $358.4 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 35,137 | $360.4 萬 | 0.01% | −391−1.1% | 減碼 |
| Advisor Group Holdings, Inc. | 36,440 | $374.3 萬 | 0.01% | −1,702−4.5% | 減碼 |
| Brewin Dolphin Ltd | 38,291 | $392.7 萬 | 0.18% | −6,822−15.1% | 減碼 |