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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2023 年第 1 季 13F 持有人
Bank of Montreal 在 2023/3/31 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
- 471
- 較 2022 年第 4 季 +2 家
- 持有股數
- 3.24 億
- 較 2022 年第 4 季 +160.2 萬 (+0.5%)
- 總市值
- $289.0 億
- 較 2022 年第 4 季 −$3.05 億 (−1.0%)
- 新進機構
- 47
- 另有 150 家加碼
- 清倉機構
- 45
- 另有 154 家減碼
另有 8 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 1,400 | $12.5 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 1,400 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 1,400 | $12.5 萬 | 0.04% | 00.0% | 不變 |
| Caldwell Trust Co | 1,500 | $13.4 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | 1,653 | $14.7 萬 | 0.00% | −142−7.9% | 減碼 |
| Bogart Wealth, LLC | 1,669 | $14.9 萬 | 0.01% | −212−11.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,706 | $15.2 萬 | 0.01% | +1,547+973.0% | 加碼 |
| Operose Advisors LLC | 1,759 | $15.7 萬 | 0.08% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,799 | $16.0 萬 | 0.02% | −200−10.0% | 減碼 |
| Assetmark, Inc | 1,856 | $16.5 萬 | 0.00% | −1,868−50.2% | 減碼 |
| Trifecta Capital Advisors, LLC | 2,119 | $18.9 萬 | 0.07% | 00.0% | 不變 |
| Investors Research Corp | 2,157 | $19.2 萬 | 0.05% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,184 | $19.5 萬 | 0.02% | +109+5.3% | 加碼 |
| Townsend & Associates, Inc | 2,225 | $20.1 萬 | 0.08% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 2,255 | $20.1 萬 | 0.00% | −8−0.4% | 減碼 |
| Resources Management Corp | 1,076 | $20.6 萬 | 0.04% | −22,554−95.4% | 減碼 |
| Glenmede Trust Co NA | 2,314 | $20.6 萬 | 0.00% | +74+3.3% | 加碼 |
| Landaas & Co | 2,326 | $20.7 萬 | 0.10% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 2,336 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Wintrust Investments LLC | 2,345 | $20.9 萬 | 0.03% | +2,345 | 新進 |
| First Affirmative Financial Network | 2,392 | $21.3 萬 | 0.25% | +2,392 | 新進 |
| Parallel Advisors, LLC | 2,424 | $21.6 萬 | 0.01% | −81−3.2% | 減碼 |
| Independent Advisor Alliance | 2,439 | $21.7 萬 | 0.01% | +2,439 | 新進 |
| Knights of Columbus Asset Advisors LLC | 2,472 | $22.0 萬 | 0.02% | +55+2.3% | 加碼 |
| CVA Family Office, LLC | 2,500 | $22.3 萬 | 0.05% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,520 | $22.5 萬 | 0.01% | −786−23.8% | 減碼 |
| Smith, Moore & Co. | 2,538 | $22.6 萬 | 0.03% | −220−8.0% | 減碼 |
| North Star Investment Management Corp. | 2,551 | $22.7 萬 | 0.02% | +2+0.1% | 加碼 |
| Checchi Capital Advisers, LLC | 2,583 | $23.0 萬 | 0.02% | −240−8.5% | 減碼 |
| Park National Corp | 2,585 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Algert Global LLC | 2,598 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,601 | $23.2 萬 | 0.01% | +18+0.7% | 加碼 |
| Archetype Wealth Partners | 2,672 | $23.8 萬 | 0.05% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 2,675 | $23.8 萬 | 0.01% | −427−13.8% | 減碼 |
| First Business Financial Services, Inc. | 2,713 | $24.2 萬 | 0.03% | +37+1.4% | 加碼 |
| Two Sigma Securities, LLC | 2,720 | $24.2 萬 | 0.02% | +2,720 | 新進 |
| Beverly Hills Private Wealth, LLC | 2,740 | $24.4 萬 | 0.08% | +2,740 | 新進 |
| Atlas Capital Advisors LLC | 2,761 | $24.6 萬 | 0.04% | −144−5.0% | 減碼 |
| Patten & Patten Inc | 2,783 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Sigma Planning Corp | 2,810 | $25.0 萬 | 0.01% | +2,810 | 新進 |
| Mirabella Financial Services LLP | 2,814 | $25.1 萬 | 0.05% | +58+2.1% | 加碼 |
| Harbour Capital Advisors, LLC | 2,830 | $25.2 萬 | 0.08% | −100−3.4% | 減碼 |
| Ibex Wealth Advisors | 2,863 | $25.5 萬 | 0.07% | −1,800−38.6% | 減碼 |
| Magnus Financial Group LLC | 2,865 | $25.5 萬 | 0.04% | 00.0% | 不變 |
| Innovis Asset Management LLC | 2,879 | $25.7 萬 | 0.10% | +147+5.4% | 加碼 |
| Enterprise Bank & Trust Co | 2,920 | $26.0 萬 | 0.11% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 2,936 | $26.2 萬 | 0.20% | 00.0% | 不變 |
| Five Oceans Advisors | 2,951 | $26.3 萬 | 0.17% | −772−20.7% | 減碼 |
| Valeo Financial Advisors, LLC | 2,959 | $26.4 萬 | 0.01% | +498+20.2% | 加碼 |
| PDS Planning, Inc | 3,002 | $26.8 萬 | 0.04% | +3,002 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $26.8 萬 | 0.07% | −291−8.7% | 減碼 |
| Brown Brothers Harriman & Co | 3,079 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 3,089 | $27.5 萬 | 0.05% | +7+0.2% | 加碼 |
| Americana Partners, LLC | 3,100 | $27.6 萬 | 0.04% | 00.0% | 不變 |
| Cozad Asset Management Inc | 3,134 | $27.9 萬 | 0.04% | −183−5.5% | 減碼 |
| Swiss Life Asset Management Ltd | 3,173 | $28.2 萬 | 0.00% | −20,949−86.8% | 減碼 |
| Oarsman Capital, Inc. | 3,179 | $28.3 萬 | 0.13% | 00.0% | 不變 |
| Intrua Financial, LLC | 3,287 | $28.8 萬 | 0.06% | +3+0.1% | 加碼 |
| Schechter Investment Advisors, LLC | 3,262 | $29.1 萬 | 0.03% | −10−0.3% | 減碼 |
| Old National Bancorp | 3,322 | $29.6 萬 | 0.01% | −1,363−29.1% | 減碼 |
| Brighton Jones LLC | 3,344 | $29.8 萬 | 0.02% | −269−7.4% | 減碼 |
| Pathstone Family Office, LLC | 3,389 | $31.1 萬 | 0.01% | −2,053−37.7% | 減碼 |
| Puzo Michael J | 3,500 | $31.2 萬 | 0.10% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,552 | $31.7 萬 | 0.01% | +364+11.4% | 加碼 |
| Doliver Advisors, LP | 3,560 | $31.7 萬 | 0.10% | −94−2.6% | 減碼 |
| KLCM Advisors, Inc. | 3,561 | $31.7 萬 | 0.06% | +325+10.0% | 加碼 |
| Ellenbecker Investment Group | 3,622 | $32.2 萬 | 0.09% | +985+37.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,679 | $32.8 萬 | 0.01% | +445+13.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 3,700 | $33.0 萬 | 0.02% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 3,716 | $33.1 萬 | 0.08% | −256−6.4% | 減碼 |
| Johnson Investment Counsel Inc | 3,748 | $33.4 萬 | 0.00% | −300−7.4% | 減碼 |
| Prudential PLC | 3,775 | $33.6 萬 | 0.00% | −2,569−40.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,864 | $34.4 萬 | 0.01% | +2,404+164.7% | 加碼 |
| First Republic Investment Management, Inc. | 3,948 | $35.2 萬 | 0.00% | −150−3.7% | 減碼 |
| Essex Financial Services, Inc. | 3,984 | $35.5 萬 | 0.04% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 3,989 | $35.5 萬 | 0.02% | −275−6.4% | 減碼 |
| Boltwood Capital Management | 4,000 | $35.6 萬 | 0.13% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 4,000 | $35.6 萬 | 0.24% | 00.0% | 不變 |
| Commerce Bank | 4,050 | $36.1 萬 | 0.00% | +11+0.3% | 加碼 |
| Cetera Investment Advisers | 4,131 | $36.8 萬 | 0.00% | +779+23.2% | 加碼 |
| Silverlake Wealth Management LLC | 4,232 | $37.7 萬 | 0.23% | +527+14.2% | 加碼 |
| Trust Co of Vermont | 4,277 | $38.1 萬 | 0.03% | +3,057+250.6% | 加碼 |
| Biltmore Family Office, LLC | 4,287 | $38.2 萬 | 0.08% | +7+0.2% | 加碼 |
| Evergreen Capital Management LLC | 4,294 | $38.3 萬 | 0.02% | +721+20.2% | 加碼 |
| Perpetual Ltd | 4,294 | $38.4 萬 | 0.00% | +4,294 | 新進 |
| Dixon Mitchell Investment Counsel Inc. | 4,319 | $38.4 萬 | 0.02% | +230+5.6% | 加碼 |
| Toroso Investments, LLC | 4,323 | $38.5 萬 | 0.01% | +4,323 | 新進 |
| Allspring Global Investments Holdings, LLC | 4,415 | $39.3 萬 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 4,502 | $39.7 萬 | 0.24% | +1,495+49.7% | 加碼 |
| Rowland & Co Investment Counsel | 4,476 | $39.9 萬 | 0.10% | 00.0% | 不變 |
| Credit Agricole S A | 4,480 | $39.9 萬 | 0.02% | 00.0% | 不變 |
| Acadian Asset Management LLC | 4,542 | $40.3 萬 | 0.00% | +4,500+10,714.3% | 加碼 |
| David R. Rahn & Associates Inc. | 4,600 | $41.0 萬 | 0.21% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 4,619 | $41.2 萬 | 0.00% | −475−9.3% | 減碼 |
| Vise Technologies, Inc. | 4,623 | $41.2 萬 | 0.11% | −19−0.4% | 減碼 |
| Integrated Wealth Concepts LLC | 4,772 | $42.5 萬 | 0.01% | +2,124+80.2% | 加碼 |
| Prudential Financial Inc | 4,770 | $42.5 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 4,832 | $43.1 萬 | 0.00% | +2,250+87.1% | 加碼 |
| Archford Capital Strategies, LLC | 4,927 | $43.7 萬 | 0.09% | +97+2.0% | 加碼 |
| Gradient Investments LLC | 4,939 | $44.0 萬 | 0.01% | +582+13.4% | 加碼 |