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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2022 年第 1 季 13F 持有人
Bank of Montreal 在 2022/3/31 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
- 505
- 較 2021 年第 4 季 +23 家
- 持有股數
- 2.88 億
- 較 2021 年第 4 季 +2,038 萬 (+7.6%)
- 總市值
- $340.0 億
- 較 2021 年第 4 季 +$51.1 億 (+17.7%)
- 新進機構
- 73
- 另有 176 家加碼
- 清倉機構
- 50
- 另有 136 家減碼
另有 6 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of Wyoming | 1,122 | $13.2 萬 | 0.07% | +480+74.8% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $13.7 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 1,300 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,330 | $15.7 萬 | 0.00% | +1,330 | 新進 |
| Bartlett & Co. LLC | 1,330 | $15.7 萬 | 0.00% | +1,330 | 新進 |
| JJJ Advisors Inc. | 1,346 | $15.9 萬 | 0.04% | +10+0.7% | 加碼 |
| Webster Bank, N. A. | 1,400 | $16.5 萬 | 0.02% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 1,400 | $16.5 萬 | 0.04% | +1,400 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,441 | $17.0 萬 | 0.00% | +45+3.2% | 加碼 |
| Caldwell Trust Co | 1,500 | $17.7 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 1,597 | $18.8 萬 | 0.00% | −25−1.5% | 減碼 |
| Captrust Financial Advisors | 1,688 | $19.9 萬 | 0.00% | −820−32.7% | 減碼 |
| Montrusco Bolton Investments Inc. | 1,700 | $20.0 萬 | 0.00% | +1,700 | 新進 |
| Valeo Financial Advisors, LLC | 1,698 | $20.0 萬 | 0.01% | +1,698 | 新進 |
| Foster Group, Inc. | 1,701 | $20.1 萬 | 0.02% | +1,701 | 新進 |
| Laurel Wealth Advisors, Inc. | 1,716 | $20.2 萬 | 0.02% | +1,716 | 新進 |
| Regentatlantic Capital LLC | 1,742 | $20.6 萬 | 0.01% | +1,742 | 新進 |
| V Wealth Advisors LLC | 1,754 | $20.7 萬 | 0.03% | +1,754 | 新進 |
| Vise Technologies, Inc. | 1,777 | $21.0 萬 | 0.08% | +1,777 | 新進 |
| Arete Wealth Advisors, LLC | 1,793 | $21.1 萬 | 0.02% | +1,793 | 新進 |
| Kestra Private Wealth Services, LLC | 1,787 | $21.1 萬 | 0.01% | +1,787 | 新進 |
| Heathbridge Capital Management Ltd. | 1,835 | $21.6 萬 | 0.07% | +1,835 | 新進 |
| ERn Financial, LLC | 1,851 | $21.8 萬 | 0.05% | +1,851 | 新進 |
| Smith, Moore & Co. | 1,890 | $22.3 萬 | 0.03% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 1,907 | $22.5 萬 | 0.05% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 1,908 | $22.5 萬 | 0.01% | +1,908 | 新進 |
| Prio Wealth Limited Partnership | 1,917 | $22.6 萬 | 0.01% | −233−10.8% | 減碼 |
| Ellenbecker Investment Group | 1,916 | $22.6 萬 | 0.06% | −6−0.3% | 減碼 |
| Avantax Advisory Services, Inc. | 1,944 | $22.8 萬 | 0.00% | +46+2.4% | 加碼 |
| RMB Capital Management, LLC | 1,965 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 1,974 | $23.3 萬 | 0.04% | +1,974 | 新進 |
| Bridges Investment Management Inc | 2,000 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 1,999 | $23.6 萬 | 0.04% | +1,999 | 新進 |
| Isthmus Partners, LLC | 2,007 | $23.7 萬 | 0.04% | +2,007 | 新進 |
| Solidarilty Wealth, LLC | 2,065 | $23.7 萬 | 0.13% | +2,065 | 新進 |
| Southland Equity Partners LLC | 2,015 | $23.8 萬 | 0.10% | +50+2.5% | 加碼 |
| SNS Financial Group, LLC | 2,025 | $23.9 萬 | 0.03% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 2,071 | $24.4 萬 | 0.03% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 2,094 | $24.7 萬 | 0.00% | +2,094 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,300 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 2,110 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| Landaas & Co | 2,326 | $25.1 萬 | 0.13% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,127 | $25.1 萬 | 0.04% | 00.0% | 不變 |
| Huntington National Bank | 2,145 | $25.3 萬 | 0.00% | +534+33.1% | 加碼 |
| Boston Trust Walden Corp | 2,150 | $25.4 萬 | 0.00% | −25−1.1% | 減碼 |
| Investors Research Corp | 2,157 | $25.4 萬 | 0.07% | 00.0% | 不變 |
| ING Groep NV | 2,163 | $25.5 萬 | 0.00% | −346−13.8% | 減碼 |
| Diversified Trust Co | 2,168 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Independent Advisor Alliance | 2,179 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Mutual Advisors, LLC | 2,212 | $26.1 萬 | 0.01% | +89+4.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,225 | $26.2 萬 | 0.02% | 00.0% | 不變 |
| REDW Wealth LLC | 2,220 | $26.2 萬 | 0.08% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,232 | $26.3 萬 | 0.01% | +2,232 | 新進 |
| Good Life Advisors, LLC | 2,253 | $26.6 萬 | 0.03% | +92+4.3% | 加碼 |
| Schechter Investment Advisors, LLC | 2,267 | $26.7 萬 | 0.02% | +393+21.0% | 加碼 |
| Pathstone Family Office, LLC | 2,214 | $27.2 萬 | 0.01% | −21−0.9% | 減碼 |
| AdvisorNet Financial, Inc | 2,320 | $27.4 萬 | 0.02% | −200−7.9% | 減碼 |
| Westwood Holdings Group Inc. | 2,336 | $27.6 萬 | 0.00% | −664−22.1% | 減碼 |
| Credit Agricole S A | 2,361 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 2,374 | $28.0 萬 | 0.01% | +596+33.5% | 加碼 |
| Belpointe Asset Management LLC | 2,387 | $28.2 萬 | 0.02% | −338−12.4% | 減碼 |
| Five Oceans Advisors | 2,389 | $28.2 萬 | 0.25% | +2,389 | 新進 |
| Westover Capital Advisors, LLC | 2,400 | $28.3 萬 | 0.09% | 00.0% | 不變 |
| West Family Investments, Inc. | 2,420 | $28.5 萬 | 0.08% | +71+3.0% | 加碼 |
| Oarsman Capital, Inc. | 2,413 | $28.5 萬 | 0.11% | +90+3.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 2,444 | $28.8 萬 | 0.02% | +661+37.1% | 加碼 |
| Cordasco Financial Network | 2,457 | $29.0 萬 | 0.19% | +2+0.1% | 加碼 |
| Integrated Wealth Concepts LLC | 2,476 | $29.2 萬 | 0.01% | −18−0.7% | 減碼 |
| Bluestein R H & Co | 2,500 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Wendell David Associates Inc | 2,500 | $29.5 萬 | 0.03% | +100+4.2% | 加碼 |
| Doliver Advisors, LP | 2,538 | $29.9 萬 | 0.09% | −112−4.2% | 減碼 |
| Focus Financial Network, Inc. | 2,565 | $30.3 萬 | 0.02% | +206+8.7% | 加碼 |
| Park National Corp | 2,585 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Wealthsimple Inc. | 2,078 | $30.6 萬 | 0.01% | +166+8.7% | 加碼 |
| North Star Investment Management Corp. | 2,601 | $30.7 萬 | 0.02% | +2+0.1% | 加碼 |
| Bogart Wealth, LLC | 2,603 | $30.7 萬 | 0.03% | +212+8.9% | 加碼 |
| Ameritas Advisory Services, LLC | 2,606 | $30.7 萬 | 0.01% | +220+9.2% | 加碼 |
| Parallel Advisors, LLC | 2,618 | $31.1 萬 | 0.01% | −9−0.3% | 減碼 |
| Archetype Wealth Partners | 2,657 | $31.3 萬 | 0.08% | 00.0% | 不變 |
| Operose Advisors LLC | 2,765 | $32.6 萬 | 0.23% | +2,339+549.1% | 加碼 |
| Patten & Patten Inc | 2,783 | $32.8 萬 | 0.02% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 2,906 | $34.3 萬 | 0.04% | +282+10.7% | 加碼 |
| Enterprise Bank & Trust Co | 2,920 | $34.4 萬 | 0.14% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 2,936 | $34.6 萬 | 0.22% | 00.0% | 不變 |
| Algert Global LLC | 2,999 | $35.3 萬 | 0.02% | +2,999 | 新進 |
| First Republic Investment Management, Inc. | 3,020 | $35.6 萬 | 0.00% | −74−2.4% | 減碼 |
| Qtron Investments LLC | 3,023 | $35.6 萬 | 0.08% | +3,023 | 新進 |
| Brown Brothers Harriman & Co | 3,079 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Americana Partners, LLC | 3,100 | $36.5 萬 | 0.11% | +16+0.5% | 加碼 |
| Bank of Hawaii | 3,154 | $37.2 萬 | 0.02% | −165−5.0% | 減碼 |
| Eqis Capital Management, Inc. | 3,182 | $37.5 萬 | 0.03% | +3,182 | 新進 |
| Henshaw Capital LLC | 3,231 | $38.1 萬 | 0.02% | +3,231 | 新進 |
| KLCM Advisors, Inc. | 3,261 | $38.5 萬 | 0.08% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 3,269 | $38.6 萬 | 0.06% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 3,300 | $38.9 萬 | 0.10% | +3,300 | 新進 |
| Evergreen Capital Management LLC | 3,347 | $39.5 萬 | 0.02% | +232+7.4% | 加碼 |
| Cetera Investment Advisers | 3,356 | $39.6 萬 | 0.01% | −420−11.1% | 減碼 |
| Cozad Asset Management Inc | 3,364 | $39.7 萬 | 0.06% | −360−9.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,377 | $40.1 萬 | 0.01% | −1,145−25.3% | 減碼 |
| Quadrant Capital Group LLC | 3,446 | $40.7 萬 | 0.05% | +394+12.9% | 加碼 |