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 4 季 13F 持有人
Bank of Montreal 在 2022/12/31 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
- 477
- 較 2022 年第 3 季 +29 家
- 持有股數
- 3.22 億
- 較 2022 年第 3 季 +2,428 萬 (+8.1%)
- 總市值
- $292.1 億
- 較 2022 年第 3 季 +$29.4 億 (+11.2%)
- 新進機構
- 58
- 另有 146 家加碼
- 清倉機構
- 29
- 另有 170 家減碼
另有 8 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 1,400 | $12.7 萬 | 0.02% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 1,400 | $12.7 萬 | 0.04% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 1,431 | $13.0 萬 | 0.02% | −679−32.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,460 | $13.2 萬 | 0.00% | −196−11.8% | 減碼 |
| Caldwell Trust Co | 1,500 | $13.6 萬 | 0.02% | 00.0% | 不變 |
| Operose Advisors LLC | 1,759 | $15.9 萬 | 0.09% | −328−15.7% | 減碼 |
| Huntington National Bank | 1,795 | $16.3 萬 | 0.00% | +275+18.1% | 加碼 |
| Bogart Wealth, LLC | 1,881 | $17.0 萬 | 0.01% | −722−27.7% | 減碼 |
| Quadrant Capital Group LLC | 1,999 | $18.1 萬 | 0.02% | −405−16.8% | 減碼 |
| Lindbrook Capital, LLC | 2,075 | $18.8 萬 | 0.02% | −282−12.0% | 減碼 |
| Trifecta Capital Advisors, LLC | 2,119 | $19.2 萬 | 0.08% | +2,119 | 新進 |
| Investors Research Corp | 2,157 | $19.5 萬 | 0.05% | 00.0% | 不變 |
| Diversified Trust Co | 2,213 | $20.0 萬 | 0.01% | +2,213 | 新進 |
| Single Point Partners, LLC | 2,216 | $20.1 萬 | 0.05% | +2,216 | 新進 |
| REDW Wealth LLC | 2,220 | $20.1 萬 | 0.07% | +2,220 | 新進 |
| United Capital Financial Advisers, LLC | 2,229 | $20.2 萬 | 0.00% | −215−8.8% | 減碼 |
| Glenmede Trust Co NA | 2,240 | $20.3 萬 | 0.00% | −2,405−51.8% | 減碼 |
| Avantax Advisory Services, Inc. | 2,263 | $20.5 萬 | 0.00% | −330−12.7% | 減碼 |
| Cerity Partners LLC | 2,272 | $20.6 萬 | 0.00% | −874−27.8% | 減碼 |
| Landaas & Co | 2,326 | $21.1 萬 | 0.12% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 2,336 | $21.2 萬 | 0.00% | +2,336 | 新進 |
| Knights of Columbus Asset Advisors LLC | 2,417 | $21.9 萬 | 0.02% | −189−7.3% | 減碼 |
| Valeo Financial Advisors, LLC | 2,461 | $22.3 萬 | 0.01% | +2,461 | 新進 |
| Townsend & Associates, Inc | 2,225 | $22.6 萬 | 0.11% | 00.0% | 不變 |
| CVA Family Office, LLC | 2,500 | $22.6 萬 | 0.05% | +2,500 | 新進 |
| Parallel Advisors, LLC | 2,505 | $22.7 萬 | 0.01% | −450−15.2% | 減碼 |
| North Star Investment Management Corp. | 2,549 | $23.1 萬 | 0.02% | −55−2.1% | 減碼 |
| Captrust Financial Advisors | 2,582 | $23.4 萬 | 0.00% | −588−18.5% | 減碼 |
| Ballentine Partners, LLC | 2,583 | $23.4 萬 | 0.01% | −584−18.4% | 減碼 |
| Petrus Trust Company, LTA | 2,584 | $23.4 萬 | 0.03% | −1,345−34.2% | 減碼 |
| Park National Corp | 2,585 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Algert Global LLC | 2,598 | $23.5 萬 | 0.01% | +2,598 | 新進 |
| Ellenbecker Investment Group | 2,637 | $23.8 萬 | 0.07% | +14+0.5% | 加碼 |
| Integrated Wealth Concepts LLC | 2,648 | $24.0 萬 | 0.01% | −609−18.7% | 減碼 |
| First Business Financial Services, Inc. | 2,676 | $24.2 萬 | 0.03% | −4,940−64.9% | 減碼 |
| Archetype Wealth Partners | 2,672 | $24.2 萬 | 0.06% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 2,697 | $24.4 萬 | 0.12% | +2,697 | 新進 |
| Advisory Services Network, LLC | 2,722 | $24.7 萬 | 0.01% | −710−20.7% | 減碼 |
| Jump Financial, LLC | 2,729 | $24.7 萬 | 0.01% | +2,729 | 新進 |
| Innovis Asset Management LLC | 2,732 | $24.8 萬 | 0.11% | +2,732 | 新進 |
| Mirabella Financial Services LLP | 2,756 | $24.9 萬 | 0.02% | −2,940−51.6% | 減碼 |
| Smith, Moore & Co. | 2,758 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Patten & Patten Inc | 2,783 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| Principal Street Partners, LLC | 2,799 | $25.4 萬 | 0.06% | +2,799 | 新進 |
| Checchi Capital Advisers, LLC | 2,823 | $25.6 萬 | 0.03% | −538−16.0% | 減碼 |
| Magnus Financial Group LLC | 2,865 | $26.0 萬 | 0.04% | −4−0.1% | 減碼 |
| Atlas Capital Advisors LLC | 2,905 | $26.3 萬 | 0.04% | −175−5.7% | 減碼 |
| Enterprise Bank & Trust Co | 2,920 | $26.5 萬 | 0.13% | 00.0% | 不變 |
| Henshaw Capital LLC | 2,930 | $26.5 萬 | 0.02% | −235−7.4% | 減碼 |
| Aft, Forsyth & Company, Inc. | 2,936 | $26.6 萬 | 0.23% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 2,930 | $26.7 萬 | 0.09% | +2,930 | 新進 |
| Pacifica Partners Inc. | 3,007 | $27.1 萬 | 0.18% | +2,114+236.7% | 加碼 |
| Brown Brothers Harriman & Co | 3,079 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 3,082 | $27.9 萬 | 0.05% | −145−4.5% | 減碼 |
| Americana Partners, LLC | 3,100 | $28.1 萬 | 0.05% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 3,102 | $28.1 萬 | 0.02% | −720−18.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 3,107 | $28.1 萬 | 0.00% | −7,697−71.2% | 減碼 |
| Tudor Investment Corp Et Al | 3,130 | $28.4 萬 | 0.01% | +3,130 | 新進 |
| Oarsman Capital, Inc. | 3,179 | $28.8 萬 | 0.15% | +666+26.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,188 | $28.9 萬 | 0.01% | +3,188 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 3,234 | $29.3 萬 | 0.01% | +209+6.9% | 加碼 |
| KLCM Advisors, Inc. | 3,236 | $29.3 萬 | 0.06% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 3,272 | $29.6 萬 | 0.03% | +320+10.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,290 | $29.8 萬 | 0.01% | −10,876−76.8% | 減碼 |
| Ameritas Advisory Services, LLC | 3,306 | $30.0 萬 | 0.01% | +635+23.8% | 加碼 |
| Cozad Asset Management Inc | 3,317 | $30.1 萬 | 0.04% | −28−0.8% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,326 | $30.1 萬 | 0.08% | +2+0.1% | 加碼 |
| Cetera Investment Advisers | 3,352 | $30.4 萬 | 0.00% | −119−3.4% | 減碼 |
| Pathstone Family Office, LLC | 5,442 | $31.2 萬 | 0.01% | +1,974+56.9% | 加碼 |
| Cutler Group LP | 3,504 | $31.7 萬 | 0.04% | +1,287+58.1% | 加碼 |
| Puzo Michael J | 3,500 | $31.7 萬 | 0.11% | 00.0% | 不變 |
| Intrua Financial, LLC | 3,284 | $32.0 萬 | 0.07% | +751+29.6% | 加碼 |
| Evergreen Capital Management LLC | 3,573 | $32.4 萬 | 0.02% | +406+12.8% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 3,576 | $32.4 萬 | 0.01% | +3,576 | 新進 |
| Brighton Jones LLC | 3,613 | $32.7 萬 | 0.02% | +243+7.2% | 加碼 |
| Doliver Advisors, LP | 3,654 | $33.1 萬 | 0.11% | +3,654 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 3,688 | $33.4 萬 | 0.05% | −1,758−32.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 3,700 | $33.5 萬 | 0.02% | −190−4.9% | 減碼 |
| Silverlake Wealth Management LLC | 3,705 | $33.6 萬 | 0.21% | 00.0% | 不變 |
| Five Oceans Advisors | 3,723 | $33.7 萬 | 0.23% | −10.0% | 減碼 |
| Assetmark, Inc | 3,724 | $33.7 萬 | 0.00% | −36−1.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,956 | $35.8 萬 | 0.02% | −23−0.6% | 減碼 |
| Essex Financial Services, Inc. | 3,984 | $36.0 萬 | 0.04% | −691−14.8% | 減碼 |
| Boltwood Capital Management | 4,000 | $36.2 萬 | 0.15% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 4,000 | $36.2 萬 | 0.28% | +4,000 | 新進 |
| Commerce Bank | 4,039 | $36.6 萬 | 0.00% | −100−2.4% | 減碼 |
| Johnson Investment Counsel Inc | 4,048 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| PEAK6 Investments LLC | 4,051 | $36.7 萬 | 0.02% | +4,051 | 新進 |
| Dixon Mitchell Investment Counsel Inc. | 4,089 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 4,098 | $37.1 萬 | 0.00% | +1,159+39.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 4,264 | $38.6 萬 | 0.02% | +538+14.4% | 加碼 |
| Biltmore Family Office, LLC | 4,280 | $38.8 萬 | 0.08% | +4,280 | 新進 |
| Gradient Investments LLC | 4,357 | $39.5 萬 | 0.01% | −144−3.2% | 減碼 |
| IFG Advisory, LLC | 4,378 | $39.6 萬 | 0.04% | +1,798+69.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 4,415 | $40.0 萬 | 0.00% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 3,972 | $40.3 萬 | 0.09% | −333−7.7% | 減碼 |
| Credit Agricole S A | 4,480 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 4,476 | $40.7 萬 | 0.10% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 4,600 | $41.7 萬 | 0.21% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,599 | $41.8 萬 | 0.01% | +750+19.5% | 加碼 |