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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 3,451 | $40.7 萬 | 0.01% | +486+16.4% | 加碼 |
| Archford Capital Strategies, LLC | 3,475 | $41.1 萬 | 0.09% | +152+4.6% | 加碼 |
| Puzo Michael J | 3,500 | $41.3 萬 | 0.12% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 3,545 | $41.8 萬 | 0.24% | +28+0.8% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,560 | $42.0 萬 | 0.10% | +118+3.4% | 加碼 |
| Brighton Jones LLC | 3,566 | $42.1 萬 | 0.02% | +27+0.8% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 3,700 | $43.6 萬 | 0.04% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 3,716 | $43.8 萬 | 0.03% | +97+2.7% | 加碼 |
| Annex Advisory Services, LLC | 3,821 | $45.1 萬 | 0.03% | +10.0% | 加碼 |
| NuWave Investment Management, LLC | 3,820 | $45.1 萬 | 0.60% | +3,211+527.3% | 加碼 |
| MQS Management LLC | 3,891 | $45.9 萬 | 0.37% | −828−17.5% | 減碼 |
| Ballentine Partners, LLC | 3,940 | $46.5 萬 | 0.01% | +415+11.8% | 加碼 |
| Gotham Asset Management, LLC | 3,950 | $46.6 萬 | 0.01% | +372+10.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,965 | $46.8 萬 | 0.02% | −69−1.7% | 減碼 |
| Boltwood Capital Management | 4,000 | $47.2 萬 | 0.18% | 00.0% | 不變 |
| Virtu Financial LLC | 4,011 | $47.3 萬 | 0.04% | +4,011 | 新進 |
| Carret Asset Management, LLC | 4,084 | $48.2 萬 | 0.06% | −525−11.4% | 減碼 |
| Commerce Bank | 4,132 | $48.7 萬 | 0.00% | −100−2.4% | 減碼 |
| David R. Rahn & Associates Inc. | 4,600 | $48.8 萬 | 0.19% | +4,600 | 新進 |
| Johnson Investment Counsel Inc | 4,248 | $50.1 萬 | 0.01% | 00.0% | 不變 |
| Magnus Financial Group LLC | 4,325 | $51.0 萬 | 0.09% | −100−2.3% | 減碼 |
| Ninepoint Partners LP | 4,353 | $51.4 萬 | 0.12% | +4,353 | 新進 |
| Old National Bancorp | 4,377 | $51.6 萬 | 0.02% | +115+2.7% | 加碼 |
| Premier Asset Management LLC | 4,396 | $51.9 萬 | 0.16% | −1,651−27.3% | 減碼 |
| Corient Capital Partners, LLC | 4,406 | $52.0 萬 | 0.03% | −151−3.3% | 減碼 |
| Guggenheim Capital LLC | 4,467 | $52.7 萬 | 0.00% | +2,382+114.2% | 加碼 |
| Rowland & Co Investment Counsel | 4,476 | $52.8 萬 | 0.12% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 4,635 | $54.7 萬 | 0.06% | 00.0% | 不變 |
| Glenmede Trust Co NA | 4,712 | $55.5 萬 | 0.00% | −232−4.7% | 減碼 |
| Centiva Capital, LP | 4,712 | $55.6 萬 | 0.03% | +4,712 | 新進 |
| Whittier Trust Co | 4,722 | $55.7 萬 | 0.01% | +3,190+208.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 5,028 | $59.3 萬 | 0.00% | −600−10.7% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 5,099 | $60.1 萬 | 0.04% | +23+0.5% | 加碼 |
| Banque Pictet & Cie SA | 5,141 | $60.5 萬 | 0.00% | −13,274−72.1% | 減碼 |
| Brinker Capital Investments, LLC | 5,353 | $63.1 萬 | 0.01% | +29+0.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $63.5 萬 | 0.00% | 00.0% | 不變 |
| Pendal Group Limited | 5,420 | $63.9 萬 | 0.01% | −20,847−79.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,534 | $65.2 萬 | 0.06% | +12+0.2% | 加碼 |
| D.A. Davidson & Co. | 5,524 | $65.2 萬 | 0.01% | 00.0% | 不變 |
| Quilter Plc | 5,590 | $65.8 萬 | 0.02% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 5,636 | $66.5 萬 | 0.10% | −167−2.9% | 減碼 |
| Patten Group, Inc. | 5,699 | $67.2 萬 | 0.19% | +90+1.6% | 加碼 |
| Vaughan & Co Securities, Inc. | 5,755 | $67.9 萬 | 0.47% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 5,761 | $68.0 萬 | 0.00% | −78−1.3% | 減碼 |
| JustInvest LLC | 5,825 | $68.7 萬 | 0.03% | +1,295+28.6% | 加碼 |
| Natixis | 5,992 | $70.6 萬 | 0.00% | −57,361−90.5% | 減碼 |
| Burney Co | 6,042 | $71.3 萬 | 0.03% | −273−4.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,060 | $71.5 萬 | 0.00% | −13−0.2% | 減碼 |
| David Loasby | 6,272 | $72.3 萬 | 0.09% | −112−1.8% | 減碼 |
| Tradition Wealth Management, LLC | 6,127 | $72.3 萬 | 0.09% | +904+17.3% | 加碼 |
| Ti-Trust, Inc | 6,200 | $73.1 萬 | 0.66% | 00.0% | 不變 |
| Busey Wealth Management | 6,272 | $74.0 萬 | 0.03% | −396−5.9% | 減碼 |
| Cresset Asset Management, LLC | 6,282 | $74.1 萬 | 0.01% | +200+3.3% | 加碼 |
| Nwam LLC | 6,434 | $75.9 萬 | 0.06% | +98+1.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 6,543 | $76.9 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 6,592 | $77.8 萬 | 0.02% | +639+10.7% | 加碼 |
| Forum Financial Management, LP | 6,828 | $80.5 萬 | 0.04% | 00.0% | 不變 |
| Connectus Wealth, LLC | 7,537 | $81.4 萬 | 0.03% | −609−7.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 6,961 | $82.1 萬 | 0.07% | +6,961 | 新進 |
| SIG North Trading, ULC | 7,277 | $85.6 萬 | 0.66% | +7,277 | 新進 |
| Kestra Advisory Services, LLC | 7,290 | $86.0 萬 | 0.01% | −883−10.8% | 減碼 |
| Blair William & Co | 7,381 | $87.1 萬 | 0.00% | −51−0.7% | 減碼 |
| Vident Investment Advisory, LLC | 7,472 | $87.7 萬 | 0.02% | +122+1.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 7,432 | $87.7 萬 | 0.00% | +219+3.0% | 加碼 |
| Cordatus Wealth Management LLC | 7,522 | $88.7 萬 | 0.31% | +7,522 | 新進 |
| Veriti Management LLC | 7,526 | $88.8 萬 | 0.11% | +454+6.4% | 加碼 |
| Baskin Financial Services Inc. | 7,903 | $93.0 萬 | 0.08% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 8,002 | $94.4 萬 | 0.23% | −800−9.1% | 減碼 |
| Prospera Financial Services Inc | 8,175 | $96.4 萬 | 0.04% | +8,175 | 新進 |
| Probity Advisors, Inc. | 8,671 | $102.3 萬 | 0.21% | −249−2.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 8,687 | $102.5 萬 | 0.01% | +413+5.0% | 加碼 |
| Prudential Financial Inc | 8,724 | $102.8 萬 | 0.00% | −2,842−24.6% | 減碼 |
| Fifth Third Bancorp | 8,831 | $104.2 萬 | 0.00% | −65−0.7% | 減碼 |
| Berger Financial Group, Inc | 8,895 | $104.9 萬 | 0.13% | −42−0.5% | 減碼 |
| Cetera Advisor Networks LLC | 8,919 | $105.2 萬 | 0.01% | +1,976+28.5% | 加碼 |
| Ritholtz Wealth Management | 9,154 | $108.0 萬 | 0.07% | +5,402+144.0% | 加碼 |
| AE Wealth Management LLC | 9,327 | $110.0 萬 | 0.01% | −74−0.8% | 減碼 |
| ICA Group Wealth Management, LLC | 10,326 | $113.3 萬 | 0.22% | +10,326 | 新進 |
| Johnson Financial Group, Inc. | 9,799 | $115.6 萬 | 0.08% | +527+5.7% | 加碼 |
| Advisor Partners LLC | 9,873 | $116.5 萬 | 0.07% | −403−3.9% | 減碼 |
| Yousif Capital Management, LLC | 10,027 | $118.3 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 10,096 | $118.5 萬 | 0.01% | −23−0.2% | 減碼 |
| State Street Corp | 10,148 | $119.7 萬 | 0.00% | 00.0% | 不變 |
| North Star Asset Management Inc | 10,267 | $121.1 萬 | 0.07% | −282−2.7% | 減碼 |
| Smithfield Trust Co | 10,268 | $121.2 萬 | 0.08% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 10,460 | $123.4 萬 | 0.02% | −1,671−13.8% | 減碼 |
| EHP Funds Inc. | 11,280 | $132.7 萬 | 0.22% | +11,280 | 新進 |
| Pegasus Partners Ltd. | 11,423 | $134.8 萬 | 0.24% | −722−5.9% | 減碼 |
| First American Bank | 11,558 | $136.3 萬 | 0.12% | 00.0% | 不變 |
| Creative Planning | 11,571 | $136.5 萬 | 0.00% | +72+0.6% | 加碼 |
| Baldwin Brothers Inc | 11,600 | $136.8 萬 | 0.14% | +11,600 | 新進 |
| Financial Counselors Inc | 11,634 | $137.2 萬 | 0.03% | +1,251+12.0% | 加碼 |
| Texas Yale Capital Corp. | 11,648 | $137.4 萬 | 0.07% | 00.0% | 不變 |
| Cigna Investments Inc | 11,876 | $139.9 萬 | 0.17% | +2,345+24.6% | 加碼 |
| Employees Provident Fund Board | 11,920 | $140.4 萬 | 0.02% | +5,120+75.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 11,989 | $141.4 萬 | 0.00% | +8,663+260.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 12,089 | $142.6 萬 | 0.01% | −67,874−84.9% | 減碼 |
| Foster & Motley Inc | 12,275 | $144.8 萬 | 0.11% | +12,275 | 新進 |
| Summit Global Investments | 12,292 | $145.0 萬 | 0.11% | −427−3.4% | 減碼 |
| Crescent Grove Advisors, LLC | 12,604 | $148.7 萬 | 0.15% | +1,653+15.1% | 加碼 |