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 3 季 13F 持有人
Bank of Montreal 在 2022/9/30 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
- 456
- 較 2022 年第 2 季 −24 家
- 持有股數
- 3.00 億
- 較 2022 年第 2 季 +656.1 萬 (+2.2%)
- 總市值
- $264.0 億
- 較 2022 年第 2 季 −$18.8 億 (−6.6%)
- 新進機構
- 35
- 另有 171 家加碼
- 清倉機構
- 59
- 另有 135 家減碼
另有 7 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 2,110 | $18.5 萬 | 0.02% | 00.0% | 不變 |
| Investors Research Corp | 2,157 | $18.9 萬 | 0.06% | 00.0% | 不變 |
| Cutler Group LP | 2,217 | $19.4 萬 | 0.02% | +340+18.1% | 加碼 |
| Wendell David Associates Inc | 2,300 | $20.2 萬 | 0.03% | −200−8.0% | 減碼 |
| Landaas & Co | 2,326 | $20.4 萬 | 0.13% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 2,334 | $20.5 萬 | 0.00% | +10.0% | 加碼 |
| Natixis | 2,295 | $20.5 萬 | 0.00% | +73+3.3% | 加碼 |
| Lindbrook Capital, LLC | 2,357 | $20.7 萬 | 0.03% | +44+1.9% | 加碼 |
| Westover Capital Advisors, LLC | 2,400 | $21.0 萬 | 0.08% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,404 | $21.1 萬 | 0.03% | −1,253−34.3% | 減碼 |
| Townsend & Associates, Inc | 2,225 | $21.3 萬 | 0.10% | +2,225 | 新進 |
| United Capital Financial Advisers, LLC | 2,444 | $21.4 萬 | 0.00% | +2,444 | 新進 |
| FDx Advisors, Inc. | 2,478 | $21.7 萬 | 0.01% | −37−1.5% | 減碼 |
| Carret Asset Management, LLC | 2,494 | $21.9 萬 | 0.03% | −1,140−31.4% | 減碼 |
| Bluestein R H & Co | 2,500 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 2,513 | $22.0 萬 | 0.12% | 00.0% | 不變 |
| Intrua Financial, LLC | 2,533 | $22.2 萬 | 0.06% | +2,533 | 新進 |
| IFG Advisory, LLC | 2,580 | $22.6 萬 | 0.02% | +2,580 | 新進 |
| Park National Corp | 2,585 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 2,593 | $22.7 萬 | 0.00% | +518+25.0% | 加碼 |
| North Star Investment Management Corp. | 2,604 | $22.8 萬 | 0.02% | +10.0% | 加碼 |
| Bogart Wealth, LLC | 2,603 | $22.8 萬 | 0.02% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 2,606 | $22.8 萬 | 0.02% | +162+6.6% | 加碼 |
| Ellenbecker Investment Group | 2,623 | $22.9 萬 | 0.07% | +16+0.6% | 加碼 |
| Archetype Wealth Partners | 2,672 | $23.4 萬 | 0.07% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,671 | $23.4 萬 | 0.01% | +29+1.1% | 加碼 |
| Balyasny Asset Management LLC | 2,708 | $23.7 萬 | 0.00% | −28,253−91.3% | 減碼 |
| Smith, Moore & Co. | 2,758 | $24.2 萬 | 0.04% | 00.0% | 不變 |
| Patten & Patten Inc | 2,783 | $24.4 萬 | 0.02% | 00.0% | 不變 |
| Magnus Financial Group LLC | 2,869 | $25.1 萬 | 0.05% | −1,460−33.7% | 減碼 |
| Enterprise Bank & Trust Co | 2,920 | $25.6 萬 | 0.13% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 2,936 | $25.7 萬 | 0.23% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 2,939 | $25.8 萬 | 0.00% | −19−0.6% | 減碼 |
| Parallel Advisors, LLC | 2,955 | $25.9 萬 | 0.01% | +212+7.7% | 加碼 |
| Schechter Investment Advisors, LLC | 2,952 | $25.9 萬 | 0.03% | +2,952 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 3,025 | $26.5 萬 | 0.01% | +14+0.5% | 加碼 |
| Focus Financial Network, Inc. | 3,054 | $26.8 萬 | 0.02% | +50+1.7% | 加碼 |
| Atlas Capital Advisors LLC | 3,080 | $27.0 萬 | 0.05% | −629−17.0% | 減碼 |
| Brown Brothers Harriman & Co | 3,079 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Americana Partners, LLC | 3,100 | $27.1 萬 | 0.05% | 00.0% | 不變 |
| Cerity Partners LLC | 3,146 | $27.6 萬 | 0.00% | +687+27.9% | 加碼 |
| Henshaw Capital LLC | 3,165 | $27.7 萬 | 0.02% | −66−2.0% | 減碼 |
| Evergreen Capital Management LLC | 3,167 | $27.8 萬 | 0.01% | +114+3.7% | 加碼 |
| Captrust Financial Advisors | 3,170 | $27.8 萬 | 0.00% | +352+12.5% | 加碼 |
| Ballentine Partners, LLC | 3,167 | $27.8 萬 | 0.01% | +571+22.0% | 加碼 |
| Ibex Wealth Advisors | 3,183 | $27.9 萬 | 0.07% | +11+0.3% | 加碼 |
| Thompson Investment Management, Inc. | 3,227 | $28.3 萬 | 0.05% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 3,236 | $28.4 萬 | 0.07% | +100+3.2% | 加碼 |
| Integrated Wealth Concepts LLC | 3,257 | $28.5 萬 | 0.01% | +727+28.7% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,324 | $29.1 萬 | 0.09% | +3+0.1% | 加碼 |
| Cozad Asset Management Inc | 3,345 | $29.3 萬 | 0.05% | −19−0.6% | 減碼 |
| Checchi Capital Advisers, LLC | 3,361 | $29.5 萬 | 0.03% | +106+3.3% | 加碼 |
| Brighton Jones LLC | 3,370 | $29.5 萬 | 0.02% | −10.0% | 減碼 |
| Advisory Services Network, LLC | 3,432 | $30.1 萬 | 0.01% | −261−7.1% | 減碼 |
| Cetera Investment Advisers | 3,471 | $30.4 萬 | 0.01% | +417+13.7% | 加碼 |
| Puzo Michael J | 3,500 | $30.7 萬 | 0.12% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 3,468 | $31.2 萬 | 0.01% | +14+0.4% | 加碼 |
| Silverlake Wealth Management LLC | 3,705 | $32.5 萬 | 0.22% | +158+4.5% | 加碼 |
| Five Oceans Advisors | 3,724 | $32.6 萬 | 0.26% | +1,008+37.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,726 | $32.7 萬 | 0.02% | −20−0.5% | 減碼 |
| Assetmark, Inc | 3,760 | $33.0 萬 | 0.00% | −19−0.5% | 減碼 |
| Annex Advisory Services, LLC | 3,822 | $33.5 萬 | 0.02% | −33−0.9% | 減碼 |
| Wealthsimple Inc. | 2,013 | $33.7 萬 | 0.01% | +50+2.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 3,890 | $34.1 萬 | 0.03% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,849 | $34.3 萬 | 0.01% | +3,849 | 新進 |
| Petrus Trust Company, LTA | 3,929 | $34.4 萬 | 0.05% | +1,722+78.0% | 加碼 |
| Archford Capital Strategies, LLC | 3,938 | $34.5 萬 | 0.09% | +129+3.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,979 | $34.9 萬 | 0.02% | −114−2.8% | 減碼 |
| Boltwood Capital Management | 4,000 | $35.1 萬 | 0.16% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 4,048 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| Dixon Mitchell Investment Counsel Inc. | 4,089 | $36.1 萬 | 0.03% | −17−0.4% | 減碼 |
| Commerce Bank | 4,139 | $36.3 萬 | 0.00% | +18+0.4% | 加碼 |
| 180 Wealth Advisors, LLC | 4,305 | $37.7 萬 | 0.10% | +2,033+89.5% | 加碼 |
| Citadel Advisors LLC | 4,347 | $38.1 萬 | 0.00% | −111,119−96.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 4,415 | $38.6 萬 | 0.00% | −613−12.2% | 減碼 |
| Rowland & Co Investment Counsel | 4,476 | $39.2 萬 | 0.11% | 00.0% | 不變 |
| Credit Agricole S A | 4,480 | $39.3 萬 | 0.01% | +2,119+89.8% | 加碼 |
| Gradient Investments LLC | 4,501 | $39.4 萬 | 0.01% | +4,435+6,719.7% | 加碼 |
| Corient Capital Partners, LLC | 4,114 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 4,600 | $40.3 萬 | 0.19% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 7,616 | $40.6 萬 | 0.06% | +2,981+64.3% | 加碼 |
| Glenmede Trust Co NA | 4,645 | $40.6 萬 | 0.00% | +76+1.7% | 加碼 |
| Unio Capital LLC | 4,640 | $40.7 萬 | 0.25% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 4,675 | $41.0 萬 | 0.05% | −4,325−48.1% | 減碼 |
| Whittier Trust Co | 4,725 | $41.4 萬 | 0.01% | +10.0% | 加碼 |
| Wolverine Trading, LLC | 4,691 | $41.5 萬 | 0.02% | +225+5.0% | 加碼 |
| Prudential Financial Inc | 4,770 | $41.8 萬 | 0.00% | −54−1.1% | 減碼 |
| Vise Technologies, Inc. | 4,861 | $42.6 萬 | 0.16% | +297+6.5% | 加碼 |
| Old National Bancorp | 4,970 | $43.6 萬 | 0.01% | +620+14.3% | 加碼 |
| Zacks Investment Management | 5,013 | $43.9 萬 | 0.01% | +5,013 | 新進 |
| OPSEU Pension Plan Trust Fund | 4,960 | $44.1 萬 | 0.12% | −297−5.6% | 減碼 |
| Harbour Investments, Inc. | 4,595 | $44.2 萬 | 0.03% | 00.0% | 不變 |
| Patten Group, Inc. | 5,199 | $44.6 萬 | 0.15% | −500−8.8% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 2,777 | $46.1 萬 | 0.04% | −2,042−42.4% | 減碼 |
| Renaissance Technologies LLC | 5,300 | $46.4 萬 | 0.00% | −173,800−97.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 5,421 | $47.5 萬 | 0.01% | −20−0.4% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 5,446 | $47.7 萬 | 0.07% | +5,446 | 新進 |
| D.A. Davidson & Co. | 5,565 | $49.2 萬 | 0.01% | +40+0.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 5,660 | $49.6 萬 | 0.05% | +138+2.5% | 加碼 |