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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 11,557 | $101.3 萬 | 0.20% | −17,650−60.4% | 減碼 |
| First American Bank | 11,520 | $101.0 萬 | 0.11% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 11,487 | $100.7 萬 | 0.01% | +1,530+15.4% | 加碼 |
| Pegasus Partners Ltd. | 11,423 | $100.1 萬 | 0.21% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 11,115 | $97.4 萬 | 0.01% | +1,071+10.7% | 加碼 |
| Umb Bank N A | 10,884 | $95.4 萬 | 0.02% | −16,916−60.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 10,804 | $94.7 萬 | 0.01% | −25,586−70.3% | 減碼 |
| Financial Counselors Inc | 10,615 | $93.0 萬 | 0.02% | −382−3.5% | 減碼 |
| North Star Asset Management Inc | 10,532 | $92.3 萬 | 0.06% | −86−0.8% | 減碼 |
| Smithfield Trust Co | 10,268 | $90.0 萬 | 0.06% | 00.0% | 不變 |
| 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 |
| Voloridge Investment Management, LLC | 10,131 | $88.8 萬 | 0.00% | −45,660−81.8% | 減碼 |
| Kestra Advisory Services, LLC | 9,897 | $86.7 萬 | 0.01% | +221+2.3% | 加碼 |
| FORA Capital, LLC | 9,641 | $84.5 萬 | 0.16% | +1,416+17.2% | 加碼 |
| Tacita Capital Inc | 9,535 | $84.2 萬 | 0.65% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 9,505 | $83.3 萬 | 0.00% | +3,111+48.7% | 加碼 |
| Capital World Investors | 9,299 | $81.5 萬 | 0.00% | +99+1.1% | 加碼 |
| Blair William & Co | 9,283 | $81.4 萬 | 0.00% | +2,006+27.6% | 加碼 |
| Berger Financial Group, Inc | 9,247 | $81.0 萬 | 0.12% | +323+3.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 9,193 | $80.6 萬 | 0.00% | +511+5.9% | 加碼 |
| Marathon Capital Management | 9,190 | $80.5 萬 | 0.23% | +1,465+19.0% | 加碼 |
| Crescent Grove Advisors, LLC | 9,011 | $79.0 萬 | 0.09% | −842−8.5% | 減碼 |
| Mairs & Power Inc | 9,000 | $78.9 萬 | 0.01% | +9,000 | 新進 |
| 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 |
| Segall Bryant & Hamill, LLC | 8,672 | $76.2 萬 | 0.01% | +73+0.8% | 加碼 |
| Vident Investment Advisory, LLC | 9,142 | $76.0 萬 | 0.02% | +481+5.6% | 加碼 |
| AE Wealth Management LLC | 8,399 | $73.6 萬 | 0.01% | −626−6.9% | 減碼 |
| Ipswich Investment Management Co., Inc. | 8,304 | $72.8 萬 | 0.23% | −206−2.4% | 減碼 |
| Walleye Capital LLC | 8,175 | $71.6 萬 | 0.02% | +8,175 | 新進 |
| Veriti Management LLC | 8,068 | $70.7 萬 | 0.10% | +395+5.1% | 加碼 |
| Pinnacle Associates Ltd | 8,000 | $70.1 萬 | 0.02% | +8,000 | 新進 |
| JustInvest LLC | 7,360 | $64.5 萬 | 0.03% | +110+1.5% | 加碼 |
| Two Sigma Securities, LLC | 7,128 | $62.5 萬 | 0.09% | +1,755+32.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,125 | $62.4 萬 | 0.00% | +707+11.0% | 加碼 |
| Oppenheimer & Co Inc | 7,032 | $61.6 萬 | 0.01% | −100−1.4% | 減碼 |
| Forum Financial Management, LP | 6,828 | $59.8 萬 | 0.03% | 00.0% | 不變 |
| Ti-Trust, Inc | 6,692 | $58.6 萬 | 0.63% | +140+2.1% | 加碼 |
| Baskin Financial Services Inc. | 6,688 | $58.5 萬 | 0.07% | −175−2.5% | 減碼 |
| Quilter Plc | 6,572 | $57.5 萬 | 0.02% | +982+17.6% | 加碼 |
| Signaturefd, LLC | 6,533 | $57.3 萬 | 0.02% | −545−7.7% | 減碼 |
| Nwam LLC | 6,494 | $56.9 萬 | 0.05% | −98−1.5% | 減碼 |
| Tradition Wealth Management, LLC | 6,413 | $56.2 萬 | 0.08% | +70+1.1% | 加碼 |
| Vaughan & Co Securities, Inc. | 6,369 | $55.8 萬 | 0.48% | +614+10.7% | 加碼 |
| Busey Wealth Management | 6,272 | $55.0 萬 | 0.03% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 6,183 | $54.2 萬 | 0.17% | +6,183 | 新進 |
| David Loasby | 6,262 | $53.5 萬 | 0.09% | −13−0.2% | 減碼 |
| Johnson Financial Group, Inc. | 5,972 | $53.3 萬 | 0.05% | −3,413−36.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,073 | $53.1 萬 | 0.01% | −470−7.2% | 減碼 |
| 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 |
| Burney Co | 5,807 | $50.9 萬 | 0.03% | +124+2.2% | 加碼 |
| Mirabella Financial Services LLP | 5,696 | $50.5 萬 | 0.05% | +5,696 | 新進 |
| Duality Advisers, LP | 5,690 | $49.9 萬 | 0.05% | +5,690 | 新進 |
| Dorsey & Whitney Trust CO LLC | 5,660 | $49.6 萬 | 0.05% | +138+2.5% | 加碼 |
| D.A. Davidson & Co. | 5,565 | $49.2 萬 | 0.01% | +40+0.7% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 5,446 | $47.7 萬 | 0.07% | +5,446 | 新進 |
| Brinker Capital Investments, LLC | 5,421 | $47.5 萬 | 0.01% | −20−0.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| Renaissance Technologies LLC | 5,300 | $46.4 萬 | 0.00% | −173,800−97.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 2,777 | $46.1 萬 | 0.04% | −2,042−42.4% | 減碼 |
| Patten Group, Inc. | 5,199 | $44.6 萬 | 0.15% | −500−8.8% | 減碼 |
| Harbour Investments, Inc. | 4,595 | $44.2 萬 | 0.03% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 4,960 | $44.1 萬 | 0.12% | −297−5.6% | 減碼 |
| Zacks Investment Management | 5,013 | $43.9 萬 | 0.01% | +5,013 | 新進 |
| Old National Bancorp | 4,970 | $43.6 萬 | 0.01% | +620+14.3% | 加碼 |
| Vise Technologies, Inc. | 4,861 | $42.6 萬 | 0.16% | +297+6.5% | 加碼 |
| Prudential Financial Inc | 4,770 | $41.8 萬 | 0.00% | −54−1.1% | 減碼 |
| Wolverine Trading, LLC | 4,691 | $41.5 萬 | 0.02% | +225+5.0% | 加碼 |
| Whittier Trust Co | 4,725 | $41.4 萬 | 0.01% | +10.0% | 加碼 |
| Essex Financial Services, Inc. | 4,675 | $41.0 萬 | 0.05% | −4,325−48.1% | 減碼 |
| Unio Capital LLC | 4,640 | $40.7 萬 | 0.25% | 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 |
| David R. Rahn & Associates Inc. | 4,600 | $40.3 萬 | 0.19% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 4,114 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Gradient Investments LLC | 4,501 | $39.4 萬 | 0.01% | +4,435+6,719.7% | 加碼 |
| Credit Agricole S A | 4,480 | $39.3 萬 | 0.01% | +2,119+89.8% | 加碼 |
| Rowland & Co Investment Counsel | 4,476 | $39.2 萬 | 0.11% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 4,415 | $38.6 萬 | 0.00% | −613−12.2% | 減碼 |
| Citadel Advisors LLC | 4,347 | $38.1 萬 | 0.00% | −111,119−96.2% | 減碼 |
| 180 Wealth Advisors, LLC | 4,305 | $37.7 萬 | 0.10% | +2,033+89.5% | 加碼 |
| Commerce Bank | 4,139 | $36.3 萬 | 0.00% | +18+0.4% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 4,089 | $36.1 萬 | 0.03% | −17−0.4% | 減碼 |
| Johnson Investment Counsel Inc | 4,048 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| Boltwood Capital Management | 4,000 | $35.1 萬 | 0.16% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 3,979 | $34.9 萬 | 0.02% | −114−2.8% | 減碼 |
| Archford Capital Strategies, LLC | 3,938 | $34.5 萬 | 0.09% | +129+3.4% | 加碼 |
| Petrus Trust Company, LTA | 3,929 | $34.4 萬 | 0.05% | +1,722+78.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,849 | $34.3 萬 | 0.01% | +3,849 | 新進 |
| Cary Street Partner Investment Advisory LLC | 3,890 | $34.1 萬 | 0.03% | 00.0% | 不變 |
| Wealthsimple Inc. | 2,013 | $33.7 萬 | 0.01% | +50+2.5% | 加碼 |
| Annex Advisory Services, LLC | 3,822 | $33.5 萬 | 0.02% | −33−0.9% | 減碼 |
| Assetmark, Inc | 3,760 | $33.0 萬 | 0.00% | −19−0.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,726 | $32.7 萬 | 0.02% | −20−0.5% | 減碼 |
| Five Oceans Advisors | 3,724 | $32.6 萬 | 0.26% | +1,008+37.1% | 加碼 |
| Silverlake Wealth Management LLC | 3,705 | $32.5 萬 | 0.22% | +158+4.5% | 加碼 |
| Pathstone Family Office, LLC | 3,468 | $31.2 萬 | 0.01% | +14+0.4% | 加碼 |
| Puzo Michael J | 3,500 | $30.7 萬 | 0.12% | 00.0% | 不變 |