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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 4,425 | $47.7 萬 | 0.09% | −90−2.0% | 減碼 |
| Rowland & Co Investment Counsel | 4,476 | $48.2 萬 | 0.11% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,522 | $48.4 萬 | 0.01% | +795+21.3% | 加碼 |
| JustInvest LLC | 4,530 | $48.8 萬 | 0.03% | +1,876+70.7% | 加碼 |
| Corient Capital Partners, LLC | 4,557 | $49.1 萬 | 0.03% | −179−3.8% | 減碼 |
| Voya Investment Management LLC | 4,580 | $49.4 萬 | 0.00% | +107+2.4% | 加碼 |
| Carret Asset Management, LLC | 4,609 | $49.6 萬 | 0.05% | +4,609 | 新進 |
| First Business Financial Services, Inc. | 4,635 | $49.9 萬 | 0.05% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 4,673 | $50.3 萬 | 0.10% | +4,673 | 新進 |
| MQS Management LLC | 4,719 | $50.8 萬 | 0.82% | +4,719 | 新進 |
| Tower Research Capital LLC (TRC) | 4,851 | $51.9 萬 | 0.01% | +2,400+97.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,885 | $52.7 萬 | 0.02% | 00.0% | 不變 |
| Glenmede Trust Co NA | 4,944 | $53.2 萬 | 0.00% | −852−14.7% | 減碼 |
| Pacer Advisors, Inc. | 4,965 | $53.5 萬 | 0.01% | −223−4.3% | 減碼 |
| Aigen Investment Management, LP | 5,090 | $54.0 萬 | 0.03% | +5,090 | 新進 |
| Dixon Mitchell Investment Counsel Inc. | 5,076 | $54.6 萬 | 0.03% | +679+15.4% | 加碼 |
| qPULA Trading Management LP | 5,200 | $56.0 萬 | 1.00% | +5,200 | 新進 |
| Tradition Wealth Management, LLC | 5,223 | $56.3 萬 | 0.07% | +1,537+41.7% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 5,296 | $56.6 萬 | 1.42% | −104−1.9% | 減碼 |
| Brinker Capital Investments, LLC | 5,324 | $57.4 萬 | 0.01% | +715+15.5% | 加碼 |
| Group One Trading, L.P. | 5,369 | $57.8 萬 | 0.01% | +5,369 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $58.0 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 5,401 | $58.2 萬 | 0.03% | −3,369−38.4% | 減碼 |
| JCIC Asset Management Inc. | 5,473 | $59.0 萬 | 0.18% | 00.0% | 不變 |
| D.A. Davidson & Co. | 5,524 | $59.2 萬 | 0.01% | −234−4.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,522 | $59.5 萬 | 0.05% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 4,400 | $59.9 萬 | 0.04% | +4,400 | 新進 |
| Quilter Plc | 5,590 | $60.2 萬 | 0.02% | −156−2.7% | 減碼 |
| MBB Public Markets I LLC | 5,593 | $60.2 萬 | 0.01% | +5,593 | 新進 |
| Patten Group, Inc. | 5,609 | $60.4 萬 | 0.16% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 5,628 | $60.6 萬 | 0.00% | +5,628 | 新進 |
| Vaughan & Co Securities, Inc. | 5,755 | $62.0 萬 | 0.42% | −1,532−21.0% | 減碼 |
| Atlas Capital Advisors LLC | 5,803 | $62.5 萬 | 0.09% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 5,839 | $62.9 萬 | 0.00% | −370−6.0% | 減碼 |
| Signaturefd, LLC | 5,953 | $64.1 萬 | 0.02% | +767+14.8% | 加碼 |
| Premier Asset Management LLC | 6,047 | $65.1 萬 | 0.11% | −1,537−20.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,073 | $65.3 萬 | 0.00% | +95+1.6% | 加碼 |
| Cresset Asset Management, LLC | 6,082 | $65.5 萬 | 0.01% | −507−7.7% | 減碼 |
| Ti-Trust, Inc | 6,200 | $66.8 萬 | 0.60% | +6,200 | 新進 |
| Burney Co | 6,315 | $68.0 萬 | 0.03% | −304−4.6% | 減碼 |
| Nwam LLC | 6,336 | $68.3 萬 | 0.05% | −98−1.5% | 減碼 |
| David Loasby | 6,384 | $68.8 萬 | 0.08% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 6,543 | $70.5 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 6,641 | $71.6 萬 | 0.00% | +4,397+195.9% | 加碼 |
| Busey Wealth Management | 6,668 | $71.8 萬 | 0.03% | +48+0.7% | 加碼 |
| Employees Provident Fund Board | 6,800 | $73.3 萬 | 0.01% | +6,800 | 新進 |
| Forum Financial Management, LP | 6,828 | $73.6 萬 | 0.04% | +6,828 | 新進 |
| Cetera Advisor Networks LLC | 6,943 | $74.8 萬 | 0.01% | −115−1.6% | 減碼 |
| Veriti Management LLC | 7,072 | $76.2 萬 | 0.10% | +38+0.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 7,213 | $77.7 萬 | 0.00% | −473−6.2% | 減碼 |
| Marathon Capital Management | 7,255 | $78.2 萬 | 0.18% | +75+1.0% | 加碼 |
| Acadian Asset Management LLC | 7,342 | $79.0 萬 | 0.00% | +2,800+61.6% | 加碼 |
| Vident Investment Advisory, LLC | 7,350 | $79.3 萬 | 0.02% | +862+13.3% | 加碼 |
| Blair William & Co | 7,432 | $80.1 萬 | 0.00% | −782−9.5% | 減碼 |
| Astrantus Ltd | 7,455 | $80.3 萬 | 0.60% | +7,455 | 新進 |
| Veritable, L.P. | 7,542 | $81.2 萬 | 0.01% | 00.0% | 不變 |
| Baskin Financial Services Inc. | 7,903 | $85.0 萬 | 0.07% | −769−8.9% | 減碼 |
| Kestra Advisory Services, LLC | 8,173 | $88.0 萬 | 0.01% | −65−0.8% | 減碼 |
| Connectus Wealth, LLC | 8,146 | $88.0 萬 | 0.03% | +8,146 | 新進 |
| Segall Bryant & Hamill, LLC | 8,274 | $89.3 萬 | 0.01% | +22+0.3% | 加碼 |
| Trexquant Investment LP | 8,700 | $93.7 萬 | 0.06% | +1,376+18.8% | 加碼 |
| Ipswich Investment Management Co., Inc. | 8,802 | $94.8 萬 | 0.22% | 00.0% | 不變 |
| Fifth Third Bancorp | 8,896 | $95.8 萬 | 0.00% | +360+4.2% | 加碼 |
| Probity Advisors, Inc. | 8,920 | $96.1 萬 | 0.19% | +70+0.8% | 加碼 |
| Berger Financial Group, Inc | 8,937 | $96.3 萬 | 0.13% | +591+7.1% | 加碼 |
| Johnson Financial Group, Inc. | 9,272 | $99.9 萬 | 0.06% | 00.0% | 不變 |
| AE Wealth Management LLC | 9,401 | $101.3 萬 | 0.01% | +191+2.1% | 加碼 |
| Cigna Investments Inc | 9,531 | $102.7 萬 | 0.08% | −124−1.3% | 減碼 |
| Cutler Group LP | 9,719 | $104.6 萬 | 0.07% | −17,679−64.5% | 減碼 |
| Geneos Wealth Management Inc. | 9,871 | $106.3 萬 | 0.04% | −122−1.2% | 減碼 |
| Anson Funds Management LP | 10,000 | $107.8 萬 | 0.15% | +10,000 | 新進 |
| Yousif Capital Management, LLC | 10,027 | $108.0 萬 | 0.01% | +10,027 | 新進 |
| State Street Corp | 10,148 | $109.3 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 10,268 | $110.6 萬 | 0.07% | 00.0% | 不變 |
| Advisor Partners LLC | 10,276 | $110.7 萬 | 0.07% | +172+1.7% | 加碼 |
| Financial Counselors Inc | 10,383 | $111.8 萬 | 0.02% | −200−1.9% | 減碼 |
| North Star Asset Management Inc | 10,549 | $113.6 萬 | 0.06% | −304−2.8% | 減碼 |
| Comerica Bank | 10,119 | $115.7 萬 | 0.01% | −673−6.2% | 減碼 |
| Crescent Grove Advisors, LLC | 10,951 | $118.0 萬 | 0.11% | +1,787+19.5% | 加碼 |
| Creative Planning | 11,499 | $123.9 萬 | 0.00% | +646+6.0% | 加碼 |
| First American Bank | 11,558 | $124.5 萬 | 0.07% | 00.0% | 不變 |
| Prudential Financial Inc | 11,566 | $124.7 萬 | 0.00% | −205−1.7% | 減碼 |
| Texas Yale Capital Corp. | 11,648 | $125.5 萬 | 0.06% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 12,131 | $130.7 萬 | 0.02% | +4,595+61.0% | 加碼 |
| Pegasus Partners Ltd. | 12,145 | $130.8 萬 | 0.23% | +482+4.1% | 加碼 |
| Advisors Asset Management, Inc. | 12,326 | $132.8 萬 | 0.02% | +1,656+15.5% | 加碼 |
| Summit Global Investments | 12,719 | $137.0 萬 | 0.09% | +889+7.5% | 加碼 |
| Davis-Rea Ltd. | 13,443 | $144.6 萬 | 0.67% | −1,177−8.1% | 減碼 |
| Essex Financial Services, Inc. | 14,523 | $156.4 萬 | 0.15% | −417−2.8% | 減碼 |
| Curbstone Financial Management Corp | 14,534 | $156.6 萬 | 0.28% | −176−1.2% | 減碼 |
| Naples Global Advisors, LLC | 14,832 | $159.8 萬 | 0.19% | −80−0.5% | 減碼 |
| Baader Bank INC | 15,000 | $161.6 萬 | 0.13% | +15,000 | 新進 |
| Perfromance Wealth Partners, LLC | 15,100 | $162.7 萬 | 0.07% | +15,100 | 新進 |
| Tacita Capital Inc | 15,495 | $166.7 萬 | 0.95% | −755−4.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,686 | $169.1 萬 | 0.00% | +483+3.2% | 加碼 |
| MML Investors Services, LLC | 16,442 | $177.1 萬 | 0.01% | +902+5.8% | 加碼 |
| Brewin Dolphin Ltd | 16,472 | $177.4 萬 | 0.08% | −20,057−54.9% | 減碼 |
| NorthRock Partners, LLC | 16,495 | $177.8 萬 | 0.13% | −889−5.1% | 減碼 |
| Nexus Investment Management ULC | 16,544 | $178.0 萬 | 0.18% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 16,876 | $181.8 萬 | 0.10% | +337+2.0% | 加碼 |