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 4 季 13F 持有人
Bank of Montreal 在 2021/12/31 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
- 488
- 較 2021 年第 3 季 +37 家
- 持有股數
- 2.68 億
- 較 2021 年第 3 季 −668.2 萬 (−2.4%)
- 總市值
- $288.9 億
- 較 2021 年第 3 季 +$13.5 億 (+4.9%)
- 新進機構
- 69
- 另有 146 家加碼
- 清倉機構
- 32
- 另有 154 家減碼
另有 8 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,396 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,400 | $15.1 萬 | 0.02% | 00.0% | 不變 |
| Caldwell Trust Co | 1,500 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 1,532 | $16.5 萬 | 0.00% | +901+142.8% | 加碼 |
| Bessemer Group Inc | 1,622 | $17.4 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1,611 | $17.4 萬 | 0.00% | +568+54.5% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 1,783 | $19.2 萬 | 0.02% | −157−8.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,778 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 1,874 | $20.2 萬 | 0.02% | +1,874 | 新進 |
| Smith, Moore & Co. | 1,890 | $20.4 萬 | 0.03% | +1,890 | 新進 |
| Buckhead Capital Management LLC | 1,907 | $20.5 萬 | 0.04% | −184−8.8% | 減碼 |
| Avantax Advisory Services, Inc. | 1,898 | $20.5 萬 | 0.00% | +1,898 | 新進 |
| Davenport & Co LLC | 1,913 | $20.6 萬 | 0.00% | +1,913 | 新進 |
| Wealthsimple Inc. | 1,912 | $20.6 萬 | 0.01% | +1,912 | 新進 |
| Ellenbecker Investment Group | 1,922 | $20.7 萬 | 0.06% | +1,922 | 新進 |
| Tudor Investment Corp Et Al | 1,951 | $21.0 萬 | 0.00% | +1,951 | 新進 |
| Southland Equity Partners LLC | 1,965 | $21.2 萬 | 0.09% | +1,965 | 新進 |
| RMB Capital Management, LLC | 1,965 | $21.2 萬 | 0.01% | +1,965 | 新進 |
| Bridges Investment Management Inc | 2,000 | $21.5 萬 | 0.01% | +2,000 | 新進 |
| SNS Financial Group, LLC | 2,025 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 2,071 | $22.3 萬 | 0.03% | 00.0% | 不變 |
| Guggenheim Capital LLC | 2,085 | $22.5 萬 | 0.00% | −2,964−58.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 2,107 | $22.7 萬 | 0.02% | +10.0% | 加碼 |
| BDO Wealth Advisors, LLC | 2,110 | $22.7 萬 | 0.02% | 00.0% | 不變 |
| Mutual Advisors, LLC | 2,123 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,127 | $22.9 萬 | 0.03% | +7+0.3% | 加碼 |
| Investors Research Corp | 2,157 | $23.2 萬 | 0.07% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 2,150 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| Good Life Advisors, LLC | 2,161 | $23.3 萬 | 0.03% | −440−16.9% | 減碼 |
| Diversified Trust Co | 2,168 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Boston Trust Walden Corp | 2,175 | $23.4 萬 | 0.00% | +125+6.1% | 加碼 |
| Independent Advisor Alliance | 2,179 | $23.5 萬 | 0.01% | +96+4.6% | 加碼 |
| REDW Wealth LLC | 2,220 | $23.9 萬 | 0.07% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 2,225 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 2,235 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,300 | $24.8 萬 | 0.00% | +2,300 | 新進 |
| Oarsman Capital, Inc. | 2,323 | $25.0 萬 | 0.10% | −14−0.6% | 減碼 |
| Landaas & Co | 2,326 | $25.1 萬 | 0.13% | 00.0% | 不變 |
| West Family Investments, Inc. | 2,349 | $25.3 萬 | 0.07% | −301−11.4% | 減碼 |
| Schmidt P J Investment Management Inc | 2,242 | $25.4 萬 | 0.05% | 00.0% | 不變 |
| Credit Agricole S A | 2,361 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 2,359 | $25.4 萬 | 0.04% | −4,444−65.3% | 減碼 |
| Ameritas Advisory Services, LLC | 2,386 | $25.7 萬 | 0.01% | +2,386 | 新進 |
| Bogart Wealth, LLC | 2,391 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| Wendell David Associates Inc | 2,400 | $25.9 萬 | 0.03% | −1,609−40.1% | 減碼 |
| Westover Capital Advisors, LLC | 2,400 | $25.9 萬 | 0.08% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 2,422 | $26.1 萬 | 0.08% | −1,717−41.5% | 減碼 |
| Cordasco Financial Network | 2,455 | $26.4 萬 | 0.16% | −257−9.5% | 減碼 |
| Bluestein R H & Co | 2,500 | $26.9 萬 | 0.01% | −500−16.7% | 減碼 |
| Integrated Wealth Concepts LLC | 2,494 | $26.9 萬 | 0.01% | −94−3.6% | 減碼 |
| ING Groep NV | 2,509 | $27.0 萬 | 0.00% | +488+24.1% | 加碼 |
| Captrust Financial Advisors | 2,508 | $27.0 萬 | 0.00% | +567+29.2% | 加碼 |
| AdvisorNet Financial, Inc | 2,520 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Park National Corp | 2,585 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 2,599 | $28.0 萬 | 0.02% | −2−0.1% | 減碼 |
| Checchi Capital Advisers, LLC | 2,624 | $28.3 萬 | 0.03% | −82−3.0% | 減碼 |
| Parallel Advisors, LLC | 2,627 | $28.3 萬 | 0.01% | +263+11.1% | 加碼 |
| Archetype Wealth Partners | 2,657 | $28.6 萬 | 0.09% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 2,725 | $29.3 萬 | 0.02% | +668+32.5% | 加碼 |
| Patten & Patten Inc | 2,783 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 2,796 | $30.1 萬 | 0.00% | +2,796 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 2,843 | $30.6 萬 | 0.07% | −1,058−27.1% | 減碼 |
| Doliver Advisors, LP | 2,650 | $30.8 萬 | 0.10% | −507−16.1% | 減碼 |
| Petrus Trust Company, LTA | 2,877 | $31.0 萬 | 0.04% | +328+12.9% | 加碼 |
| Enterprise Bank & Trust Co | 2,920 | $31.5 萬 | 0.11% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 2,936 | $31.6 萬 | 0.16% | 00.0% | 不變 |
| Boston Private Wealth LLC | 2,965 | $31.9 萬 | 0.01% | −2,815−48.7% | 減碼 |
| Westwood Holdings Group Inc. | 3,000 | $32.3 萬 | 0.00% | +3,000 | 新進 |
| Quadrant Capital Group LLC | 3,052 | $32.9 萬 | 0.04% | +326+12.0% | 加碼 |
| Brown Brothers Harriman & Co | 3,079 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| Americana Partners, LLC | 3,084 | $33.2 萬 | 0.06% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 3,094 | $33.3 萬 | 0.00% | +261+9.2% | 加碼 |
| FDx Advisors, Inc. | 3,105 | $33.4 萬 | 0.01% | −7−0.2% | 減碼 |
| Evergreen Capital Management LLC | 3,115 | $33.6 萬 | 0.01% | +288+10.2% | 加碼 |
| Blueshift Asset Management, LLC | 3,137 | $33.8 萬 | 0.03% | +3,137 | 新進 |
| KLCM Advisors, Inc. | 3,261 | $35.1 萬 | 0.08% | −10.0% | 減碼 |
| Thompson Investment Management, Inc. | 3,269 | $35.2 萬 | 0.05% | −78−2.3% | 減碼 |
| Bank of Hawaii | 3,319 | $35.8 萬 | 0.02% | −174−5.0% | 減碼 |
| Archford Capital Strategies, LLC | 3,323 | $35.8 萬 | 0.08% | −118−3.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,326 | $35.8 萬 | 0.00% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 3,371 | $36.4 萬 | 0.00% | −319−8.6% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,442 | $37.1 萬 | 0.11% | +126+3.8% | 加碼 |
| Puzo Michael J | 3,500 | $37.7 萬 | 0.11% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 3,517 | $37.9 萬 | 0.20% | +3,517 | 新進 |
| Ballentine Partners, LLC | 3,525 | $38.0 萬 | 0.01% | 00.0% | 不變 |
| Brighton Jones LLC | 3,539 | $38.1 萬 | 0.02% | −195−5.2% | 減碼 |
| Gotham Asset Management, LLC | 3,578 | $38.5 萬 | 0.01% | +807+29.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,619 | $39.0 萬 | 0.02% | −171−4.5% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 3,700 | $39.9 萬 | 0.04% | +1,000+37.0% | 加碼 |
| Cozad Asset Management Inc | 3,724 | $40.1 萬 | 0.06% | 00.0% | 不變 |
| Ritholtz Wealth Management | 3,752 | $40.4 萬 | 0.03% | +1,721+84.7% | 加碼 |
| Cetera Investment Advisers | 3,776 | $40.7 萬 | 0.01% | +114+3.1% | 加碼 |
| Annex Advisory Services, LLC | 3,820 | $41.1 萬 | 0.03% | +1,475+62.9% | 加碼 |
| Boltwood Capital Management | 4,000 | $43.1 萬 | 0.16% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 4,034 | $43.5 萬 | 0.02% | −7−0.2% | 減碼 |
| Andra AP-fonden | 3,300 | $44.9 萬 | 0.01% | −6,200−65.3% | 減碼 |
| Commerce Bank | 4,232 | $45.6 萬 | 0.00% | −450−9.6% | 減碼 |
| Johnson Investment Counsel Inc | 4,248 | $45.8 萬 | 0.01% | 00.0% | 不變 |
| Old National Bancorp | 4,262 | $45.9 萬 | 0.02% | −349−7.6% | 減碼 |
| Engineers Gate Manager LP | 4,396 | $47.4 萬 | 0.02% | +4,396 | 新進 |