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 2 季 13F 持有人
Bank of Montreal 在 2022/6/30 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
- 487
- 較 2022 年第 1 季 −10 家
- 持有股數
- 2.93 億
- 較 2022 年第 1 季 +648.9 萬 (+2.3%)
- 總市值
- $282.9 億
- 較 2022 年第 1 季 −$55.8 億 (−16.5%)
- 新進機構
- 51
- 另有 169 家加碼
- 清倉機構
- 61
- 另有 140 家減碼
另有 8 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of Wyoming | 1,145 | $11.0 萬 | 0.07% | +23+2.0% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of Vermont | 1,255 | $12.1 萬 | 0.01% | +1,255 | 新進 |
| Bartlett & Co. Wealth Management LLC | 1,330 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 1,330 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,386 | $13.3 萬 | 0.00% | +86+6.6% | 加碼 |
| Webster Bank, N. A. | 1,400 | $13.5 萬 | 0.02% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 1,400 | $13.5 萬 | 0.04% | 00.0% | 不變 |
| Bessemer Group Inc | 1,450 | $13.9 萬 | 0.00% | −147−9.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,441 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 1,544 | $13.9 萬 | 0.00% | +1,544 | 新進 |
| Caldwell Trust Co | 1,500 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| JJJ Advisors Inc. | 1,481 | $14.9 萬 | 0.04% | +135+10.0% | 加碼 |
| Tobam | 1,720 | $16.5 萬 | 0.01% | +635+58.5% | 加碼 |
| Huntington National Bank | 1,742 | $16.8 萬 | 0.00% | −403−18.8% | 減碼 |
| Cutler Group LP | 1,877 | $18.0 萬 | 0.02% | +1,877 | 新進 |
| NuWave Investment Management, LLC | 1,902 | $18.3 萬 | 0.24% | −1,918−50.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 2,076 | $20.0 萬 | 0.00% | −18−0.9% | 減碼 |
| Avantax Advisory Services, Inc. | 2,075 | $20.0 萬 | 0.00% | +131+6.7% | 加碼 |
| Operose Advisors LLC | 2,087 | $20.1 萬 | 0.14% | −678−24.5% | 減碼 |
| Squarepoint Ops LLC | 2,088 | $20.1 萬 | 0.00% | +2,088 | 新進 |
| BDO Wealth Advisors, LLC | 2,110 | $20.3 萬 | 0.02% | 00.0% | 不變 |
| Boston Private Wealth LLC | 2,126 | $20.4 萬 | 0.00% | −1,325−38.4% | 減碼 |
| Doliver Advisors, LP | 2,124 | $20.4 萬 | 0.07% | −414−16.3% | 減碼 |
| Investors Research Corp | 2,157 | $20.7 萬 | 0.06% | 00.0% | 不變 |
| Diversified Trust Co | 2,159 | $20.8 萬 | 0.01% | −9−0.4% | 減碼 |
| Solidarilty Wealth, LLC | 2,065 | $20.8 萬 | 0.11% | 00.0% | 不變 |
| Independent Advisor Alliance | 2,182 | $21.0 萬 | 0.01% | +3+0.1% | 加碼 |
| Natixis | 2,222 | $21.2 萬 | 0.00% | −3,770−62.9% | 減碼 |
| Petrus Trust Company, LTA | 2,207 | $21.2 萬 | 0.03% | +2,207 | 新進 |
| REDW Wealth LLC | 2,220 | $21.3 萬 | 0.08% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 2,244 | $21.6 萬 | 0.00% | −24,850−91.7% | 減碼 |
| Good Life Advisors, LLC | 2,253 | $21.7 萬 | 0.03% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 2,286 | $22.0 萬 | 0.01% | +378+19.8% | 加碼 |
| 180 Wealth Advisors, LLC | 2,272 | $22.0 萬 | 0.06% | +2,272 | 新進 |
| Lindbrook Capital, LLC | 2,313 | $22.2 萬 | 0.04% | +186+8.7% | 加碼 |
| Landaas & Co | 2,326 | $22.4 萬 | 0.14% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 2,333 | $22.4 萬 | 0.00% | +2,333 | 新進 |
| Credit Agricole S A | 2,361 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 2,400 | $23.1 萬 | 0.09% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 2,444 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Cordasco Financial Network | 2,460 | $23.7 萬 | 0.17% | +3+0.1% | 加碼 |
| Cerity Partners LLC | 2,459 | $23.7 萬 | 0.00% | +2,459 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 2,475 | $23.8 萬 | 0.02% | +250+11.2% | 加碼 |
| Wendell David Associates Inc | 2,500 | $24.0 萬 | 0.03% | 00.0% | 不變 |
| Bluestein R H & Co | 2,500 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 2,513 | $24.2 萬 | 0.12% | +100+4.1% | 加碼 |
| FDx Advisors, Inc. | 2,515 | $24.2 萬 | 0.01% | +2,515 | 新進 |
| Wealthsimple Inc. | 1,963 | $24.3 萬 | 0.01% | −115−5.5% | 減碼 |
| Integrated Wealth Concepts LLC | 2,530 | $24.3 萬 | 0.01% | +54+2.2% | 加碼 |
| Bank of Hawaii | 2,570 | $24.7 萬 | 0.02% | −584−18.5% | 減碼 |
| Park National Corp | 2,585 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,596 | $25.0 萬 | 0.01% | −1,344−34.1% | 減碼 |
| North Star Investment Management Corp. | 2,603 | $25.0 萬 | 0.02% | +2+0.1% | 加碼 |
| Bogart Wealth, LLC | 2,603 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| Ellenbecker Investment Group | 2,607 | $25.0 萬 | 0.08% | +691+36.1% | 加碼 |
| Ameritas Advisory Services, LLC | 2,642 | $25.4 萬 | 0.01% | +36+1.4% | 加碼 |
| Archetype Wealth Partners | 2,672 | $25.7 萬 | 0.07% | +15+0.6% | 加碼 |
| Aigen Investment Management, LP | 2,696 | $25.9 萬 | 0.04% | −11,728−81.3% | 減碼 |
| Five Oceans Advisors | 2,716 | $26.1 萬 | 0.19% | +327+13.7% | 加碼 |
| Mutual Advisors, LLC | 2,735 | $26.3 萬 | 0.02% | +523+23.6% | 加碼 |
| Parallel Advisors, LLC | 2,743 | $26.4 萬 | 0.01% | +125+4.8% | 加碼 |
| Smith, Moore & Co. | 2,758 | $26.5 萬 | 0.04% | +868+45.9% | 加碼 |
| Patten & Patten Inc | 2,783 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 2,818 | $27.1 萬 | 0.00% | +1,130+66.9% | 加碼 |
| Premier Asset Management LLC | 2,713 | $27.3 萬 | 0.22% | −1,683−38.3% | 減碼 |
| Enterprise Bank & Trust Co | 2,920 | $28.1 萬 | 0.13% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 2,936 | $28.2 萬 | 0.23% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 2,958 | $28.5 萬 | 0.00% | −62−2.1% | 減碼 |
| Algert Global LLC | 2,999 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 3,004 | $28.9 萬 | 0.02% | +439+17.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,011 | $29.0 萬 | 0.01% | +637+26.8% | 加碼 |
| Cetera Investment Advisers | 3,054 | $29.4 萬 | 0.00% | −302−9.0% | 減碼 |
| Evergreen Capital Management LLC | 3,053 | $29.4 萬 | 0.02% | −294−8.8% | 減碼 |
| Brown Brothers Harriman & Co | 3,079 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| Americana Partners, LLC | 3,100 | $29.8 萬 | 0.05% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 3,136 | $30.2 萬 | 0.07% | −125−3.8% | 減碼 |
| Ibex Wealth Advisors | 3,172 | $30.5 萬 | 0.07% | +3,172 | 新進 |
| Thompson Investment Management, Inc. | 3,227 | $31.0 萬 | 0.05% | −42−1.3% | 減碼 |
| Henshaw Capital LLC | 3,231 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Brighton Jones LLC | 3,371 | $32.4 萬 | 0.02% | −195−5.5% | 減碼 |
| Cozad Asset Management Inc | 3,364 | $32.4 萬 | 0.05% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 3,255 | $32.8 萬 | 0.03% | +349+12.0% | 加碼 |
| Pathstone Family Office, LLC | 3,454 | $33.2 萬 | 0.01% | +1,240+56.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,321 | $33.5 萬 | 0.09% | −239−6.7% | 減碼 |
| Puzo Michael J | 3,500 | $33.7 萬 | 0.12% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 3,547 | $34.1 萬 | 0.22% | +2+0.1% | 加碼 |
| Carret Asset Management, LLC | 3,634 | $34.9 萬 | 0.05% | −450−11.0% | 減碼 |
| Quadrant Capital Group LLC | 3,657 | $35.2 萬 | 0.05% | +211+6.1% | 加碼 |
| Advisory Services Network, LLC | 3,693 | $35.5 萬 | 0.01% | +1,461+65.5% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 3,700 | $35.6 萬 | 0.04% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 3,709 | $35.7 萬 | 0.06% | −1,927−34.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,746 | $36.0 萬 | 0.02% | +30+0.8% | 加碼 |
| Assetmark, Inc | 3,779 | $36.3 萬 | 0.00% | +3,664+3,186.1% | 加碼 |
| Archford Capital Strategies, LLC | 3,809 | $36.6 萬 | 0.09% | +334+9.6% | 加碼 |
| Annex Advisory Services, LLC | 3,855 | $37.1 萬 | 0.03% | +34+0.9% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 3,890 | $37.4 萬 | 0.03% | +3,890 | 新進 |
| SG Americas Securities, LLC | 3,906 | $37.6 萬 | 0.01% | +2,932+301.0% | 加碼 |
| Boltwood Capital Management | 4,000 | $38.5 萬 | 0.17% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 4,048 | $38.9 萬 | 0.01% | −200−4.7% | 減碼 |