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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 11,452 | $103.8 萬 | 0.00% | −430−3.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 11,238 | $101.8 萬 | 0.01% | +11,238 | 新進 |
| Rockefeller Capital Management L.P. | 11,198 | $101.4 萬 | 0.01% | −2,074−15.6% | 減碼 |
| Cetera Advisor Networks LLC | 11,130 | $100.8 萬 | 0.01% | +15+0.1% | 加碼 |
| Fifth Third Bancorp | 10,545 | $95.5 萬 | 0.00% | −2,127−16.8% | 減碼 |
| Pegasus Partners Ltd. | 10,405 | $94.3 萬 | 0.16% | −1,018−8.9% | 減碼 |
| Rodgers Brothers Inc. | 10,375 | $94.0 萬 | 0.19% | −7,750−42.8% | 減碼 |
| North Star Asset Management Inc | 10,335 | $93.6 萬 | 0.06% | −197−1.9% | 減碼 |
| Smithfield Trust Co | 10,268 | $92.9 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 10,100 | $91.5 萬 | 0.02% | +2,100+26.3% | 加碼 |
| David Loasby | 9,338 | $89.7 萬 | 0.12% | +3,076+49.1% | 加碼 |
| FORA Capital, LLC | 9,858 | $89.3 萬 | 0.14% | +217+2.3% | 加碼 |
| Financial Counselors Inc | 9,840 | $89.2 萬 | 0.02% | −775−7.3% | 減碼 |
| Advisor Partners II, LLC | 9,812 | $88.9 萬 | 0.06% | +1,072+12.3% | 加碼 |
| Capital World Investors | 9,398 | $85.1 萬 | 0.00% | +99+1.1% | 加碼 |
| Blair William & Co | 9,271 | $84.0 萬 | 0.00% | −12−0.1% | 減碼 |
| Mairs & Power Inc | 9,000 | $81.5 萬 | 0.01% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 8,963 | $81.2 萬 | 0.08% | −48−0.5% | 減碼 |
| Berger Financial Group, Inc | 8,947 | $81.1 萬 | 0.11% | −300−3.2% | 減碼 |
| Tacita Capital Inc | 8,915 | $80.8 萬 | 0.61% | −620−6.5% | 減碼 |
| State Street Corp | 8,912 | $80.7 萬 | 0.00% | −1,236−12.2% | 減碼 |
| Mercer Global Advisors Inc | 8,816 | $79.9 萬 | 0.00% | −689−7.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 8,716 | $79.0 萬 | 0.00% | −477−5.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 8,672 | $78.5 萬 | 0.01% | 00.0% | 不變 |
| Probity Advisors, Inc. | 8,612 | $78.0 萬 | 0.18% | −123−1.4% | 減碼 |
| ICA Group Wealth Management, LLC | 8,450 | $76.6 萬 | 0.18% | −1,696−16.7% | 減碼 |
| CI Private Wealth, LLC | 8,427 | $76.3 萬 | 0.00% | +8,427 | 新進 |
| Ipswich Investment Management Co., Inc. | 8,304 | $75.2 萬 | 0.22% | 00.0% | 不變 |
| Twin Tree Management, LP | 8,294 | $75.1 萬 | 0.02% | −8,384−50.3% | 減碼 |
| AE Wealth Management LLC | 8,270 | $74.9 萬 | 0.01% | −129−1.5% | 減碼 |
| Baldwin Brothers Inc | 8,000 | $72.5 萬 | 0.07% | −3,600−31.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,712 | $69.9 萬 | 0.00% | +587+8.2% | 加碼 |
| Veriti Management LLC | 7,664 | $69.4 萬 | 0.09% | −404−5.0% | 減碼 |
| Baskin Financial Services Inc. | 7,561 | $68.4 萬 | 0.08% | +873+13.1% | 加碼 |
| Kestra Advisory Services, LLC | 7,495 | $67.9 萬 | 0.01% | −2,402−24.3% | 減碼 |
| Signaturefd, LLC | 7,482 | $67.8 萬 | 0.02% | +949+14.5% | 加碼 |
| STRS Ohio | 7,100 | $64.2 萬 | 0.00% | −109,500−93.9% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 5,162 | $63.3 萬 | 0.05% | +2,385+85.9% | 加碼 |
| Forum Financial Management, LP | 6,831 | $61.9 萬 | 0.02% | +30.0% | 加碼 |
| Ti-Trust, Inc | 6,692 | $60.6 萬 | 0.58% | 00.0% | 不變 |
| Nwam LLC | 6,523 | $59.1 萬 | 0.05% | +29+0.4% | 加碼 |
| Prudential PLC | 6,344 | $57.5 萬 | 0.01% | +6,344 | 新進 |
| Busey Wealth Management | 6,272 | $56.8 萬 | 0.03% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,263 | $56.7 萬 | 0.08% | −150−2.3% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,219 | $56.3 萬 | 0.17% | +36+0.6% | 加碼 |
| Vaughan & Co Securities, Inc. | 6,198 | $56.2 萬 | 0.45% | −171−2.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,173 | $55.8 萬 | 0.01% | +100+1.6% | 加碼 |
| Oppenheimer & Co Inc | 6,047 | $54.8 萬 | 0.01% | −985−14.0% | 減碼 |
| Johnson Financial Group, Inc. | 5,972 | $54.1 萬 | 0.04% | 00.0% | 不變 |
| Quilter Plc | 5,922 | $53.6 萬 | 0.02% | −650−9.9% | 減碼 |
| Horizon Investments, LLC | 5,942 | $53.3 萬 | 0.02% | +5,942 | 新進 |
| JustInvest LLC | 5,796 | $52.5 萬 | 0.02% | −1,564−21.3% | 減碼 |
| Vident Investment Advisory, LLC | 5,748 | $52.0 萬 | 0.02% | −3,394−37.1% | 減碼 |
| International Assets Investment Management, LLC | 505,077 | $50.9 萬 | 0.05% | +505,077 | 新進 |
| Brinker Capital Investments, LLC | 5,586 | $50.6 萬 | 0.01% | +165+3.0% | 加碼 |
| D.A. Davidson & Co. | 5,527 | $50.4 萬 | 0.01% | −38−0.7% | 減碼 |
| Cresset Asset Management, LLC | 5,559 | $50.4 萬 | 0.01% | −378−6.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,522 | $50.0 萬 | 0.05% | −138−2.4% | 減碼 |
| Harbour Investments, Inc. | 5,507 | $49.9 萬 | 0.03% | +912+19.8% | 加碼 |
| Tradewinds, LLC. | 14,625 | $48.4 萬 | 0.51% | +14,625 | 新進 |
| Burney Co | 5,273 | $47.8 萬 | 0.02% | −534−9.2% | 減碼 |
| Patten Group, Inc. | 5,189 | $47.0 萬 | 0.15% | −10−0.2% | 減碼 |
| Virtu Financial LLC | 5,192 | $47.0 萬 | 0.06% | +5,192 | 新進 |
| BNP Paribas Arbitrage, SA | 5,094 | $46.2 萬 | 0.00% | −11,700−69.7% | 減碼 |
| Pacer Advisors, Inc. | 5,058 | $45.8 萬 | 0.00% | +5,058 | 新進 |
| Polar Asset Management Partners Inc. | 5,000 | $45.2 萬 | 0.01% | +5,000 | 新進 |
| Zacks Investment Management | 4,988 | $45.2 萬 | 0.01% | −25−0.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,902 | $44.4 萬 | 0.02% | +4,492+1,095.6% | 加碼 |
| Royal London Asset Management Ltd | 4,898 | $44.4 萬 | 0.00% | +4,898 | 新進 |
| Avalon Investment & Advisory | 4,877 | $44.2 萬 | 0.01% | +4,877 | 新進 |
| Archford Capital Strategies, LLC | 4,830 | $43.8 萬 | 0.10% | +892+22.7% | 加碼 |
| Unio Capital LLC | 4,830 | $43.8 萬 | 0.24% | +190+4.1% | 加碼 |
| Prudential Financial Inc | 4,770 | $43.2 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 4,755 | $43.1 萬 | 0.01% | +4,755 | 新進 |
| Old National Bancorp | 4,685 | $42.4 萬 | 0.01% | −285−5.7% | 減碼 |
| Ibex Wealth Advisors | 4,663 | $42.2 萬 | 0.10% | +1,480+46.5% | 加碼 |
| Vise Technologies, Inc. | 4,642 | $42.1 萬 | 0.13% | −219−4.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,599 | $41.8 萬 | 0.01% | +750+19.5% | 加碼 |
| David R. Rahn & Associates Inc. | 4,600 | $41.7 萬 | 0.21% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 4,476 | $40.7 萬 | 0.10% | 00.0% | 不變 |
| Credit Agricole S A | 4,480 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 3,972 | $40.3 萬 | 0.09% | −333−7.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 4,415 | $40.0 萬 | 0.00% | 00.0% | 不變 |
| IFG Advisory, LLC | 4,378 | $39.6 萬 | 0.04% | +1,798+69.7% | 加碼 |
| Gradient Investments LLC | 4,357 | $39.5 萬 | 0.01% | −144−3.2% | 減碼 |
| Biltmore Family Office, LLC | 4,280 | $38.8 萬 | 0.08% | +4,280 | 新進 |
| Great Valley Advisor Group, Inc. | 4,264 | $38.6 萬 | 0.02% | +538+14.4% | 加碼 |
| First Republic Investment Management, Inc. | 4,098 | $37.1 萬 | 0.00% | +1,159+39.4% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 4,089 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| PEAK6 Investments LLC | 4,051 | $36.7 萬 | 0.02% | +4,051 | 新進 |
| Johnson Investment Counsel Inc | 4,048 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 4,039 | $36.6 萬 | 0.00% | −100−2.4% | 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 |
| Essex Financial Services, Inc. | 3,984 | $36.0 萬 | 0.04% | −691−14.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,956 | $35.8 萬 | 0.02% | −23−0.6% | 減碼 |
| Assetmark, Inc | 3,724 | $33.7 萬 | 0.00% | −36−1.0% | 減碼 |
| Five Oceans Advisors | 3,723 | $33.7 萬 | 0.23% | −10.0% | 減碼 |
| Silverlake Wealth Management LLC | 3,705 | $33.6 萬 | 0.21% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 3,700 | $33.5 萬 | 0.02% | −190−4.9% | 減碼 |