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 |
|---|---|---|---|---|---|
| Duality Advisers, LP | 5,690 | $49.9 萬 | 0.05% | +5,690 | 新進 |
| Mirabella Financial Services LLP | 5,696 | $50.5 萬 | 0.05% | +5,696 | 新進 |
| Burney Co | 5,807 | $50.9 萬 | 0.03% | +124+2.2% | 加碼 |
| Cresset Asset Management, LLC | 5,937 | $52.1 萬 | 0.01% | −10−0.2% | 減碼 |
| Bayesian Capital Management, LP | 5,943 | $52.1 萬 | 0.11% | +5,943 | 新進 |
| Gulf International Bank (UK) Ltd | 6,073 | $53.1 萬 | 0.01% | −470−7.2% | 減碼 |
| Johnson Financial Group, Inc. | 5,972 | $53.3 萬 | 0.05% | −3,413−36.4% | 減碼 |
| David Loasby | 6,262 | $53.5 萬 | 0.09% | −13−0.2% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,183 | $54.2 萬 | 0.17% | +6,183 | 新進 |
| Busey Wealth Management | 6,272 | $55.0 萬 | 0.03% | 00.0% | 不變 |
| Vaughan & Co Securities, Inc. | 6,369 | $55.8 萬 | 0.48% | +614+10.7% | 加碼 |
| Tradition Wealth Management, LLC | 6,413 | $56.2 萬 | 0.08% | +70+1.1% | 加碼 |
| Nwam LLC | 6,494 | $56.9 萬 | 0.05% | −98−1.5% | 減碼 |
| Signaturefd, LLC | 6,533 | $57.3 萬 | 0.02% | −545−7.7% | 減碼 |
| Quilter Plc | 6,572 | $57.5 萬 | 0.02% | +982+17.6% | 加碼 |
| Baskin Financial Services Inc. | 6,688 | $58.5 萬 | 0.07% | −175−2.5% | 減碼 |
| Ti-Trust, Inc | 6,692 | $58.6 萬 | 0.63% | +140+2.1% | 加碼 |
| Forum Financial Management, LP | 6,828 | $59.8 萬 | 0.03% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 7,032 | $61.6 萬 | 0.01% | −100−1.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,125 | $62.4 萬 | 0.00% | +707+11.0% | 加碼 |
| Two Sigma Securities, LLC | 7,128 | $62.5 萬 | 0.09% | +1,755+32.7% | 加碼 |
| JustInvest LLC | 7,360 | $64.5 萬 | 0.03% | +110+1.5% | 加碼 |
| Pinnacle Associates Ltd | 8,000 | $70.1 萬 | 0.02% | +8,000 | 新進 |
| Veriti Management LLC | 8,068 | $70.7 萬 | 0.10% | +395+5.1% | 加碼 |
| Walleye Capital LLC | 8,175 | $71.6 萬 | 0.02% | +8,175 | 新進 |
| Ipswich Investment Management Co., Inc. | 8,304 | $72.8 萬 | 0.23% | −206−2.4% | 減碼 |
| AE Wealth Management LLC | 8,399 | $73.6 萬 | 0.01% | −626−6.9% | 減碼 |
| Vident Investment Advisory, LLC | 9,142 | $76.0 萬 | 0.02% | +481+5.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 8,672 | $76.2 萬 | 0.01% | +73+0.8% | 加碼 |
| Probity Advisors, Inc. | 8,735 | $76.6 萬 | 0.19% | −235−2.6% | 減碼 |
| Advisor Partners II, LLC | 8,740 | $76.6 萬 | 0.06% | +8,740 | 新進 |
| Mairs & Power Inc | 9,000 | $78.9 萬 | 0.01% | +9,000 | 新進 |
| Crescent Grove Advisors, LLC | 9,011 | $79.0 萬 | 0.09% | −842−8.5% | 減碼 |
| Marathon Capital Management | 9,190 | $80.5 萬 | 0.23% | +1,465+19.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 9,193 | $80.6 萬 | 0.00% | +511+5.9% | 加碼 |
| Berger Financial Group, Inc | 9,247 | $81.0 萬 | 0.12% | +323+3.6% | 加碼 |
| Blair William & Co | 9,283 | $81.4 萬 | 0.00% | +2,006+27.6% | 加碼 |
| Capital World Investors | 9,299 | $81.5 萬 | 0.00% | +99+1.1% | 加碼 |
| Mercer Global Advisors Inc | 9,505 | $83.3 萬 | 0.00% | +3,111+48.7% | 加碼 |
| Tacita Capital Inc | 9,535 | $84.2 萬 | 0.65% | 00.0% | 不變 |
| FORA Capital, LLC | 9,641 | $84.5 萬 | 0.16% | +1,416+17.2% | 加碼 |
| Kestra Advisory Services, LLC | 9,897 | $86.7 萬 | 0.01% | +221+2.3% | 加碼 |
| Voloridge Investment Management, LLC | 10,131 | $88.8 萬 | 0.00% | −45,660−81.8% | 減碼 |
| ICA Group Wealth Management, LLC | 10,146 | $88.9 萬 | 0.19% | +40.0% | 加碼 |
| State Street Corp | 10,148 | $88.9 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 10,268 | $90.0 萬 | 0.06% | 00.0% | 不變 |
| North Star Asset Management Inc | 10,532 | $92.3 萬 | 0.06% | −86−0.8% | 減碼 |
| Financial Counselors Inc | 10,615 | $93.0 萬 | 0.02% | −382−3.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 10,804 | $94.7 萬 | 0.01% | −25,586−70.3% | 減碼 |
| Umb Bank N A | 10,884 | $95.4 萬 | 0.02% | −16,916−60.8% | 減碼 |
| Cetera Advisor Networks LLC | 11,115 | $97.4 萬 | 0.01% | +1,071+10.7% | 加碼 |
| Pegasus Partners Ltd. | 11,423 | $100.1 萬 | 0.21% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 11,487 | $100.7 萬 | 0.01% | +1,530+15.4% | 加碼 |
| First American Bank | 11,520 | $101.0 萬 | 0.11% | 00.0% | 不變 |
| CenterBook Partners LP | 11,557 | $101.3 萬 | 0.20% | −17,650−60.4% | 減碼 |
| Baldwin Brothers Inc | 11,600 | $101.7 萬 | 0.14% | 00.0% | 不變 |
| Comerica Bank | 11,552 | $103.8 萬 | 0.01% | +1,537+15.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 11,882 | $104.2 萬 | 0.00% | −6,131−34.0% | 減碼 |
| Texas Yale Capital Corp. | 12,048 | $105.6 萬 | 0.07% | +400+3.4% | 加碼 |
| Squarepoint Ops LLC | 12,189 | $106.8 萬 | 0.01% | +10,101+483.8% | 加碼 |
| Truist Financial Corp | 12,308 | $107.8 萬 | 0.00% | −1,258−9.3% | 減碼 |
| Fifth Third Bancorp | 12,672 | $111.1 萬 | 0.01% | +3,956+45.4% | 加碼 |
| Ativo Capital Management LLC | 12,744 | $111.7 萬 | 1.75% | +12,744 | 新進 |
| Ritholtz Wealth Management | 12,755 | $111.8 萬 | 0.06% | +2,993+30.7% | 加碼 |
| Cigna Investments Inc | 12,855 | $113.3 萬 | 0.25% | +514+4.2% | 加碼 |
| Davis-Rea Ltd. | 13,018 | $115.0 萬 | 0.74% | −13,146−50.2% | 減碼 |
| Rockefeller Capital Management L.P. | 13,272 | $116.3 萬 | 0.01% | +79+0.6% | 加碼 |
| Unigestion Holding SA | 13,467 | $118.0 萬 | 0.07% | −14,964−52.6% | 減碼 |
| Advisors Asset Management, Inc. | 13,927 | $122.1 萬 | 0.02% | +233+1.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 14,166 | $124.2 萬 | 0.03% | −10,881−43.4% | 減碼 |
| Curbstone Financial Management Corp | 14,334 | $125.6 萬 | 0.31% | 00.0% | 不變 |
| Mainstay Capital Management LLC | 14,930 | $130.9 萬 | 0.33% | +2,510+20.2% | 加碼 |
| Baader Bank INC | 15,000 | $131.5 萬 | 0.11% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 15,162 | $132.9 萬 | 0.18% | +330+2.2% | 加碼 |
| Janney Montgomery Scott LLC | 15,269 | $133.8 萬 | 0.01% | +15,269 | 新進 |
| Twin Tree Management, LP | 16,678 | $146.2 萬 | 0.04% | +111+0.7% | 加碼 |
| Nexus Investment Management ULC | 16,544 | $146.2 萬 | 0.18% | 00.0% | 不變 |
| Creative Planning | 16,730 | $146.6 萬 | 0.00% | +4,038+31.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 16,794 | $147.2 萬 | 0.00% | +8,589+104.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 17,574 | $154.0 萬 | 0.15% | +4,754+37.1% | 加碼 |
| NorthRock Partners, LLC | 17,633 | $155.4 萬 | 0.18% | −190−1.1% | 減碼 |
| Rodgers Brothers Inc. | 18,125 | $158.8 萬 | 0.34% | +18,125 | 新進 |
| Associated Banc-Corp | 18,200 | $159.6 萬 | 0.07% | −426−2.3% | 減碼 |
| Employees Provident Fund Board | 18,200 | $160.4 萬 | 0.05% | +6,280+52.7% | 加碼 |
| Wetherby Asset Management Inc | 18,521 | $162.3 萬 | 0.11% | +1,725+10.3% | 加碼 |
| Van Eck Associates Corp | 18,961 | $166.0 萬 | 0.00% | +1,088+6.1% | 加碼 |
| AlphaCrest Capital Management LLC | 20,362 | $178.5 萬 | 0.11% | −48,125−70.3% | 減碼 |
| Manitou Investment Management Ltd. | 20,445 | $180.6 萬 | 0.34% | +250+1.2% | 加碼 |
| Mariner, LLC | 20,703 | $181.5 萬 | 0.01% | +20,703 | 新進 |
| Principal Financial Group Inc | 21,044 | $185.4 萬 | 0.00% | −17,196−45.0% | 減碼 |
| Capital Fund Management S.A. | 21,188 | $185.7 萬 | 0.05% | −4,305−16.9% | 減碼 |
| Power Corp of Canada | 21,314 | $186.6 萬 | 0.28% | 00.0% | 不變 |
| Metis Global Partners, LLC | 21,493 | $188.4 萬 | 0.30% | −2,759−11.4% | 減碼 |
| Lincluden Management Ltd | 21,596 | $189.3 萬 | 0.24% | 00.0% | 不變 |
| Guggenheim Capital LLC | 21,698 | $190.2 萬 | 0.02% | +7,432+52.1% | 加碼 |
| US Bancorp | 23,447 | $205.5 萬 | 0.00% | −292−1.2% | 減碼 |
| Jane Street Group, LLC | 24,187 | $211.9 萬 | 0.00% | +5,004+26.1% | 加碼 |
| Resources Management Corp | 25,030 | $219.4 萬 | 0.38% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 25,200 | $220.9 萬 | 0.06% | 00.0% | 不變 |
| Summit Global Investments | 25,633 | $224.7 萬 | 0.21% | −2,664−9.4% | 減碼 |