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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 4,093 | $39.4 萬 | 0.02% | +128+3.2% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 4,106 | $39.5 萬 | 0.03% | −993−19.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 4,117 | $39.6 萬 | 0.04% | −2,844−40.9% | 減碼 |
| Corient Capital Partners, LLC | 4,114 | $39.6 萬 | 0.03% | −292−6.6% | 減碼 |
| Commerce Bank | 4,121 | $39.6 萬 | 0.00% | −11−0.3% | 減碼 |
| Magnus Financial Group LLC | 4,329 | $41.6 萬 | 0.08% | +4+0.1% | 加碼 |
| Gotham Asset Management, LLC | 4,335 | $41.7 萬 | 0.01% | +385+9.7% | 加碼 |
| Old National Bancorp | 4,350 | $41.8 萬 | 0.01% | −27−0.6% | 減碼 |
| Wolverine Trading, LLC | 4,466 | $43.0 萬 | 0.01% | +4,466 | 新進 |
| Rowland & Co Investment Counsel | 4,476 | $43.0 萬 | 0.11% | 00.0% | 不變 |
| Glenmede Trust Co NA | 4,569 | $43.9 萬 | 0.00% | −143−3.0% | 減碼 |
| Vise Technologies, Inc. | 4,564 | $43.9 萬 | 0.17% | +2,787+156.8% | 加碼 |
| David R. Rahn & Associates Inc. | 4,600 | $44.2 萬 | 0.18% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4,595 | $44.2 萬 | 0.03% | +4,595 | 新進 |
| First Business Financial Services, Inc. | 4,635 | $44.6 萬 | 0.06% | 00.0% | 不變 |
| Unio Capital LLC | 4,640 | $44.6 萬 | 0.26% | +4,640 | 新進 |
| Whittier Trust Co | 4,724 | $45.4 萬 | 0.01% | +20.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 4,819 | $45.9 萬 | 0.04% | +4,819 | 新進 |
| Prudential Financial Inc | 4,824 | $46.5 萬 | 0.00% | −3,900−44.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 5,028 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 5,257 | $49.8 萬 | 0.13% | +5,257 | 新進 |
| Andra AP-fonden | 4,100 | $50.7 萬 | 0.01% | +4,100 | 新進 |
| Two Sigma Securities, LLC | 5,373 | $51.7 萬 | 0.09% | +5,373 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $51.9 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 5,441 | $52.3 萬 | 0.01% | +88+1.6% | 加碼 |
| D.A. Davidson & Co. | 5,525 | $53.1 萬 | 0.01% | +10.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 5,522 | $53.1 萬 | 0.05% | −12−0.2% | 減碼 |
| Quilter Plc | 5,590 | $53.8 萬 | 0.02% | 00.0% | 不變 |
| Gyon Technologies Capital Management, LP | 5,618 | $54.0 萬 | 0.15% | +5,618 | 新進 |
| Burney Co | 5,683 | $54.7 萬 | 0.03% | −359−5.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,543 | $54.8 萬 | 0.01% | 00.0% | 不變 |
| Vaughan & Co Securities, Inc. | 5,755 | $55.3 萬 | 0.44% | 00.0% | 不變 |
| Patten Group, Inc. | 5,699 | $55.5 萬 | 0.18% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 5,947 | $57.2 萬 | 0.01% | −335−5.3% | 減碼 |
| Busey Wealth Management | 6,272 | $60.3 萬 | 0.03% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 6,265 | $60.3 萬 | 0.30% | +6,265 | 新進 |
| Tradition Wealth Management, LLC | 6,343 | $61.0 萬 | 0.09% | +216+3.5% | 加碼 |
| David Loasby | 6,275 | $61.1 萬 | 0.09% | +30.0% | 加碼 |
| Mercer Global Advisors Inc | 6,394 | $61.5 萬 | 0.00% | +633+11.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,418 | $61.8 萬 | 0.00% | +358+5.9% | 加碼 |
| Nwam LLC | 6,592 | $62.5 萬 | 0.06% | +158+2.5% | 加碼 |
| Ti-Trust, Inc | 6,552 | $63.0 萬 | 0.65% | +352+5.7% | 加碼 |
| Forum Financial Management, LP | 6,828 | $65.7 萬 | 0.03% | 00.0% | 不變 |
| Baskin Financial Services Inc. | 6,863 | $65.9 萬 | 0.07% | −1,040−13.2% | 減碼 |
| Verition Fund Management LLC | 6,889 | $66.3 萬 | 0.01% | +6,889 | 新進 |
| Signaturefd, LLC | 7,078 | $68.1 萬 | 0.02% | +486+7.4% | 加碼 |
| Oppenheimer & Co Inc | 7,132 | $68.6 萬 | 0.01% | −3,328−31.8% | 減碼 |
| JustInvest LLC | 7,250 | $69.7 萬 | 0.03% | +1,425+24.5% | 加碼 |
| Blair William & Co | 7,277 | $70.0 萬 | 0.00% | −104−1.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,638 | $73.5 萬 | 0.20% | +4,338+131.5% | 加碼 |
| Veriti Management LLC | 7,673 | $73.8 萬 | 0.10% | +147+2.0% | 加碼 |
| Marathon Capital Management | 7,725 | $74.3 萬 | 0.24% | +7,725 | 新進 |
| BNP Paribas Arbitrage, SA | 8,205 | $78.9 萬 | 0.00% | −3,784−31.6% | 減碼 |
| FORA Capital, LLC | 8,225 | $79.1 萬 | 0.16% | +8,225 | 新進 |
| Ipswich Investment Management Co., Inc. | 8,510 | $81.8 萬 | 0.24% | +508+6.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 8,599 | $82.6 萬 | 0.01% | −88−1.0% | 減碼 |
| Vident Investment Advisory, LLC | 8,661 | $83.1 萬 | 0.02% | +1,189+15.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 8,682 | $83.5 萬 | 0.00% | +1,250+16.8% | 加碼 |
| Fifth Third Bancorp | 8,716 | $83.8 萬 | 0.00% | −115−1.3% | 減碼 |
| Berger Financial Group, Inc | 8,924 | $85.8 萬 | 0.13% | +29+0.3% | 加碼 |
| Probity Advisors, Inc. | 8,970 | $86.3 萬 | 0.20% | +299+3.4% | 加碼 |
| Essex Financial Services, Inc. | 9,000 | $86.6 萬 | 0.10% | −4,266−32.2% | 減碼 |
| AE Wealth Management LLC | 9,025 | $86.8 萬 | 0.01% | −302−3.2% | 減碼 |
| Capital World Investors | 9,200 | $88.5 萬 | 0.00% | +9,200 | 新進 |
| Johnson Financial Group, Inc. | 9,385 | $90.3 萬 | 0.06% | −414−4.2% | 減碼 |
| Castleview Partners, LLC | 39,221 | $90.5 萬 | 0.87% | +39,121+39,121.0% | 加碼 |
| Tacita Capital Inc | 9,535 | $91.7 萬 | 0.63% | −5,960−38.5% | 減碼 |
| Advisor Partners LLC | 9,671 | $93.0 萬 | 0.07% | −202−2.0% | 減碼 |
| Kestra Advisory Services, LLC | 9,676 | $93.1 萬 | 0.01% | +2,386+32.7% | 加碼 |
| Ritholtz Wealth Management | 9,762 | $93.9 萬 | 0.06% | +608+6.6% | 加碼 |
| Crescent Grove Advisors, LLC | 9,853 | $94.8 萬 | 0.10% | −2,751−21.8% | 減碼 |
| Yousif Capital Management, LLC | 9,957 | $95.8 萬 | 0.01% | −70−0.7% | 減碼 |
| Comerica Bank | 10,015 | $96.4 萬 | 0.01% | −81−0.8% | 減碼 |
| Cetera Advisor Networks LLC | 10,044 | $96.6 萬 | 0.01% | +1,125+12.6% | 加碼 |
| State Street Corp | 10,148 | $97.6 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 10,200 | $98.1 萬 | 0.00% | +10,200 | 新進 |
| Smithfield Trust Co | 10,268 | $98.8 萬 | 0.07% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 10,387 | $99.7 萬 | 0.02% | −20,029−65.9% | 減碼 |
| North Star Asset Management Inc | 10,618 | $102.1 萬 | 0.07% | +351+3.4% | 加碼 |
| ICA Group Wealth Management, LLC | 10,142 | $104.5 萬 | 0.20% | −184−1.8% | 減碼 |
| Financial Counselors Inc | 10,997 | $105.8 萬 | 0.02% | −637−5.5% | 減碼 |
| Pegasus Partners Ltd. | 11,423 | $109.9 萬 | 0.23% | 00.0% | 不變 |
| First American Bank | 11,520 | $110.8 萬 | 0.11% | −38−0.3% | 減碼 |
| Baldwin Brothers Inc | 11,600 | $111.6 萬 | 0.14% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 11,648 | $112.0 萬 | 0.07% | 00.0% | 不變 |
| Employees Provident Fund Board | 11,920 | $114.4 萬 | 0.03% | 00.0% | 不變 |
| Cigna Investments Inc | 12,341 | $118.5 萬 | 0.24% | +465+3.9% | 加碼 |
| Mainstay Capital Management LLC | 12,420 | $119.5 萬 | 0.28% | +12,420 | 新進 |
| Creative Planning | 12,692 | $122.1 萬 | 0.00% | +1,121+9.7% | 加碼 |
| Pendal Group Limited | 12,737 | $122.5 萬 | 0.01% | +7,317+135.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 12,820 | $123.3 萬 | 0.16% | +12,820 | 新進 |
| Rockefeller Capital Management L.P. | 13,193 | $126.8 萬 | 0.01% | −56,644−81.1% | 減碼 |
| Truist Financial Corp | 13,566 | $130.5 萬 | 0.00% | −1,208−8.2% | 減碼 |
| Advisors Asset Management, Inc. | 13,694 | $131.7 萬 | 0.02% | +13,694 | 新進 |
| Guggenheim Capital LLC | 14,266 | $137.1 萬 | 0.01% | +9,799+219.4% | 加碼 |
| Curbstone Financial Management Corp | 14,334 | $137.9 萬 | 0.32% | −200−1.4% | 減碼 |
| Naples Global Advisors, LLC | 14,832 | $142.6 萬 | 0.19% | −50−0.3% | 減碼 |
| Baader Bank INC | 15,000 | $144.2 萬 | 0.14% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 15,086 | $144.8 萬 | 0.06% | +251+1.7% | 加碼 |
| Brewin Dolphin Ltd | 15,179 | $146.0 萬 | 0.07% | −331−2.1% | 減碼 |