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 3 季 13F 持有人
Bank of Montreal 在 2021/9/30 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
- 459
- 較 2021 年第 2 季 +24 家
- 持有股數
- 2.75 億
- 較 2021 年第 2 季 +151.4 萬 (+0.6%)
- 總市值
- $276.6 億
- 較 2021 年第 2 季 −$5.67 億 (−2.0%)
- 新進機構
- 54
- 另有 157 家加碼
- 清倉機構
- 30
- 另有 125 家減碼
另有 5 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $53.8 萬 | 0.00% | 00.0% | 不變 |
| JCIC Asset Management Inc. | 5,473 | $54.6 萬 | 0.18% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 5,522 | $55.1 萬 | 0.05% | 00.0% | 不變 |
| Patten Group, Inc. | 5,609 | $55.9 萬 | 0.16% | −235−4.0% | 減碼 |
| Quilter Plc | 5,746 | $57.3 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 5,758 | $57.4 萬 | 0.01% | +24+0.4% | 加碼 |
| Glenmede Trust Co NA | 5,796 | $57.7 萬 | 0.00% | +289+5.2% | 加碼 |
| Boston Private Wealth LLC | 5,780 | $57.7 萬 | 0.01% | +2,436+72.8% | 加碼 |
| Atlas Capital Advisors LLC | 5,803 | $57.9 萬 | 0.09% | +208+3.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,978 | $59.6 萬 | 0.00% | +874+17.1% | 加碼 |
| Mercer Global Advisors Inc | 6,209 | $61.9 萬 | 0.00% | +1,027+19.8% | 加碼 |
| David Loasby | 6,384 | $63.7 萬 | 0.08% | +160+2.6% | 加碼 |
| Nwam LLC | 6,434 | $64.2 萬 | 0.06% | +24+0.4% | 加碼 |
| Vident Investment Advisory, LLC | 6,488 | $64.7 萬 | 0.02% | +1,227+23.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 6,543 | $65.2 萬 | 0.01% | −330−4.8% | 減碼 |
| Cresset Asset Management, LLC | 6,589 | $65.7 萬 | 0.01% | +523+8.6% | 加碼 |
| Burney Co | 6,619 | $66.0 萬 | 0.03% | +232+3.6% | 加碼 |
| Busey Wealth Management | 6,620 | $66.0 萬 | 0.03% | +400+6.4% | 加碼 |
| Focus Financial Network, Inc. | 6,803 | $67.8 萬 | 0.09% | −13−0.2% | 減碼 |
| Veriti Management LLC | 7,034 | $70.2 萬 | 0.10% | +3,421+94.7% | 加碼 |
| Cetera Advisor Networks LLC | 7,058 | $70.4 萬 | 0.01% | +1,143+19.3% | 加碼 |
| Marathon Capital Management | 7,180 | $71.7 萬 | 0.16% | −150−2.0% | 減碼 |
| Vaughan & Co Securities, Inc. | 7,287 | $72.7 萬 | 0.54% | +7,287 | 新進 |
| Trexquant Investment LP | 7,324 | $73.0 萬 | 0.06% | +7,324 | 新進 |
| Oppenheimer & Co Inc | 7,536 | $75.2 萬 | 0.01% | 00.0% | 不變 |
| Veritable, L.P. | 7,542 | $75.2 萬 | 0.01% | +7,542 | 新進 |
| Premier Asset Management LLC | 7,584 | $75.6 萬 | 0.10% | +7,584 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 7,686 | $76.6 萬 | 0.00% | −342−4.3% | 減碼 |
| Blair William & Co | 8,214 | $81.9 萬 | 0.00% | +4,386+114.6% | 加碼 |
| Kestra Advisory Services, LLC | 8,238 | $82.2 萬 | 0.01% | −370−4.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 8,252 | $82.4 萬 | 0.01% | +1,000+13.8% | 加碼 |
| Berger Financial Group, Inc | 8,346 | $83.2 萬 | 0.15% | −45−0.5% | 減碼 |
| Balasa Dinverno & Foltz LLC | 8,353 | $83.3 萬 | 0.06% | −2,903−25.8% | 減碼 |
| Fifth Third Bancorp | 8,536 | $85.1 萬 | 0.00% | −426−4.8% | 減碼 |
| Baskin Financial Services Inc. | 8,672 | $86.4 萬 | 0.08% | −555−6.0% | 減碼 |
| Harbour Investments, Inc. | 8,770 | $87.5 萬 | 0.03% | +440+5.3% | 加碼 |
| Ipswich Investment Management Co., Inc. | 8,802 | $87.8 萬 | 0.22% | 00.0% | 不變 |
| Probity Advisors, Inc. | 8,850 | $88.3 萬 | 0.18% | +255+3.0% | 加碼 |
| Crescent Grove Advisors, LLC | 9,164 | $91.4 萬 | 0.10% | −146−1.6% | 減碼 |
| AE Wealth Management LLC | 9,210 | $91.8 萬 | 0.01% | −147−1.6% | 減碼 |
| Johnson Financial Group, Inc. | 9,272 | $92.5 萬 | 0.06% | −60−0.6% | 減碼 |
| Polar Asset Management Partners Inc. | 9,437 | $94.1 萬 | 0.01% | −242,200−96.2% | 減碼 |
| Cigna Investments Inc | 9,655 | $96.4 萬 | 0.07% | −95−1.0% | 減碼 |
| Geneos Wealth Management Inc. | 9,993 | $100.6 萬 | 0.04% | −711−6.6% | 減碼 |
| NorthCoast Asset Management LLC | 10,102 | $100.7 萬 | 0.04% | +10,102 | 新進 |
| Advisor Partners LLC | 10,104 | $100.8 萬 | 0.07% | −152−1.5% | 減碼 |
| State Street Corp | 10,148 | $101.2 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 10,268 | $102.5 萬 | 0.07% | 00.0% | 不變 |
| Financial Counselors Inc | 10,583 | $105.5 萬 | 0.02% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 10,670 | $106.4 萬 | 0.02% | +1,315+14.1% | 加碼 |
| Creative Planning | 10,853 | $108.2 萬 | 0.00% | −22,274−67.2% | 減碼 |
| North Star Asset Management Inc | 10,853 | $108.2 萬 | 0.06% | +581+5.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 11,240 | $112.1 萬 | 0.02% | −162,857−93.5% | 減碼 |
| First American Bank | 11,558 | $115.3 萬 | 0.07% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 11,648 | $116.2 萬 | 0.07% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 11,663 | $116.3 萬 | 0.21% | 00.0% | 不變 |
| Prudential Financial Inc | 11,771 | $117.5 萬 | 0.00% | +7,001+146.8% | 加碼 |
| Summit Global Investments | 11,830 | $118.0 萬 | 0.09% | +6,559+124.4% | 加碼 |
| Comerica Bank | 10,792 | $118.2 萬 | 0.01% | −25,462−70.2% | 減碼 |
| Andra AP-fonden | 9,500 | $120.1 萬 | 0.02% | −3,400−26.4% | 減碼 |
| Edgestream Partners, L.P. | 12,102 | $120.7 萬 | 0.07% | +12,102 | 新進 |
| Quantbot Technologies LP | 12,969 | $129.3 萬 | 0.09% | +12,969 | 新進 |
| Van Eck Associates Corp | 14,003 | $139.6 萬 | 0.00% | +1,308+10.3% | 加碼 |
| Voloridge Investment Management, LLC | 14,206 | $141.7 萬 | 0.01% | +2,654+23.0% | 加碼 |
| Davis-Rea Ltd. | 14,620 | $145.0 萬 | 0.71% | −352−2.4% | 減碼 |
| Curbstone Financial Management Corp | 14,710 | $146.7 萬 | 0.28% | +210+1.4% | 加碼 |
| Naples Global Advisors, LLC | 14,912 | $148.7 萬 | 0.20% | −100−0.7% | 減碼 |
| Essex Financial Services, Inc. | 14,940 | $149.0 萬 | 0.17% | −5,923−28.4% | 減碼 |
| Vontobel Holding Ltd. | 15,064 | $150.2 萬 | 0.01% | +12,515+491.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 15,203 | $151.6 萬 | 0.00% | −1,741−10.3% | 減碼 |
| Hexavest Inc. | 15,433 | $154.0 萬 | 0.09% | 00.0% | 不變 |
| MML Investors Services, LLC | 15,540 | $155.0 萬 | 0.01% | +49+0.3% | 加碼 |
| Tacita Capital Inc | 16,250 | $161.1 萬 | 0.99% | −1,961−10.8% | 減碼 |
| DSM Capital Partners LLC | 16,260 | $162.0 萬 | 0.02% | 00.0% | 不變 |
| Nexus Investment Management ULC | 16,544 | $164.0 萬 | 0.18% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 16,520 | $164.8 萬 | 0.00% | +155+0.9% | 加碼 |
| Wetherby Asset Management Inc | 16,539 | $164.9 萬 | 0.10% | +423+2.6% | 加碼 |
| Natixis Advisors, L.P. | 16,959 | $169.1 萬 | 0.01% | −1,299−7.1% | 減碼 |
| NorthRock Partners, LLC | 17,384 | $173.5 萬 | 0.14% | +21+0.1% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 17,677 | $175.4 萬 | 0.85% | −2,240−11.2% | 減碼 |
| DRW Securities, LLC | 18,600 | $185.5 萬 | 0.55% | +18,600 | 新進 |
| Associated Banc-Corp | 18,626 | $185.8 萬 | 0.07% | −1,570−7.8% | 減碼 |
| Unigestion Holding SA | 18,927 | $188.7 萬 | 0.08% | −11,036−36.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 19,220 | $191.7 萬 | 0.05% | +3,923+25.6% | 加碼 |
| Portland Investment Counsel Inc. | 19,710 | $196.8 萬 | 0.90% | 00.0% | 不變 |
| Manitou Investment Management Ltd. | 20,410 | $203.7 萬 | 0.37% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 20,810 | $207.6 萬 | 0.03% | +10,906+110.1% | 加碼 |
| Walleye Trading LLC | 21,376 | $213.2 萬 | 0.05% | +21,376 | 新進 |
| Truist Financial Corp | 21,799 | $217.4 萬 | 0.00% | −776−3.4% | 減碼 |
| Commonwealth Equity Services, LLC | 23,006 | $229.4 萬 | 0.01% | −544−2.3% | 減碼 |
| Assenagon Asset Management S.A. | 23,383 | $233.4 萬 | 0.01% | +9,349+66.6% | 加碼 |
| Price T Rowe Associates Inc | 23,460 | $234.2 萬 | 0.00% | +49+0.2% | 加碼 |
| Squarepoint Ops LLC | 24,389 | $243.2 萬 | 0.02% | +13,298+119.9% | 加碼 |
| Resources Management Corp | 25,120 | $250.5 萬 | 0.36% | −300−1.2% | 減碼 |
| Bridgeway Capital Management, LLC | 25,200 | $251.3 萬 | 0.05% | +25,200 | 新進 |
| HighTower Advisors, LLC | 25,325 | $252.4 萬 | 0.01% | +619+2.5% | 加碼 |
| WoodTrust Financial Corp | 25,879 | $258.1 萬 | 0.61% | 00.0% | 不變 |
| Magnetar Financial LLC | 26,364 | $262.9 萬 | 0.03% | +26,364 | 新進 |
| Wolverine Trading, LLC | 27,009 | $271.4 萬 | 0.06% | +27,009 | 新進 |
| Cutler Group LP | 27,398 | $273.2 萬 | 0.21% | +27,398 | 新進 |