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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 4,988 | $44.4 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 5,182 | $46.2 萬 | 0.01% | −404−7.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 5,182 | $46.2 萬 | 0.01% | +5,182 | 新進 |
| Patten Group, Inc. | 5,189 | $46.2 萬 | 0.14% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 5,480 | $48.8 萬 | 0.00% | +422+8.3% | 加碼 |
| FORA Capital, LLC | 5,501 | $49.0 萬 | 0.05% | −4,357−44.2% | 減碼 |
| Tradition Wealth Management, LLC | 5,512 | $49.1 萬 | 0.06% | −751−12.0% | 減碼 |
| Oppenheimer & Co Inc | 5,523 | $49.2 萬 | 0.01% | −524−8.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,586 | $49.3 萬 | 0.01% | +987+21.5% | 加碼 |
| Rockefeller Capital Management L.P. | 5,585 | $49.7 萬 | 0.00% | −5,613−50.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,597 | $49.9 萬 | 0.05% | +75+1.4% | 加碼 |
| Harbour Investments, Inc. | 5,762 | $51.3 萬 | 0.03% | +255+4.6% | 加碼 |
| Johnson Financial Group, Inc. | 5,851 | $52.1 萬 | 0.04% | −121−2.0% | 減碼 |
| Horizon Investments, LLC | 5,942 | $52.3 萬 | 0.02% | 00.0% | 不變 |
| Cipher Capital LP | 5,928 | $52.8 萬 | 0.10% | +5,928 | 新進 |
| Busey Wealth Management | 6,100 | $54.4 萬 | 0.02% | −172−2.7% | 減碼 |
| Vaughan & Co Securities, Inc. | 6,127 | $54.6 萬 | 0.41% | −71−1.1% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,150 | $54.8 萬 | 0.14% | −69−1.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,173 | $54.9 萬 | 0.01% | 00.0% | 不變 |
| Nwam LLC | 6,260 | $55.8 萬 | 0.06% | −263−4.0% | 減碼 |
| Burney Co | 6,263 | $55.8 萬 | 0.03% | +990+18.8% | 加碼 |
| Kestra Advisory Services, LLC | 6,275 | $55.9 萬 | 0.01% | −1,220−16.3% | 減碼 |
| JustInvest LLC | 6,430 | $57.3 萬 | 0.02% | +634+10.9% | 加碼 |
| Quantinno Capital Management LP | 6,436 | $57.4 萬 | 0.04% | +6,436 | 新進 |
| Gotham Asset Management, LLC | 6,512 | $58.0 萬 | 0.01% | +6,512 | 新進 |
| STRS Ohio | 6,624 | $58.9 萬 | 0.00% | −476−6.7% | 減碼 |
| Baskin Financial Services Inc. | 6,674 | $59.4 萬 | 0.06% | −887−11.7% | 減碼 |
| Ti-Trust, Inc | 6,692 | $59.6 萬 | 0.56% | 00.0% | 不變 |
| MQS Management LLC | 6,769 | $60.3 萬 | 0.39% | +6,769 | 新進 |
| Forum Financial Management, LP | 6,828 | $60.8 萬 | 0.02% | −30.0% | 減碼 |
| Squarepoint Ops LLC | 6,934 | $61.8 萬 | 0.00% | +6,934 | 新進 |
| Beacon Financial Group | 6,942 | $62.0 萬 | 0.09% | +6,942 | 新進 |
| Veriti Management LLC | 7,279 | $64.9 萬 | 0.08% | −385−5.0% | 減碼 |
| Polar Asset Management Partners Inc. | 7,500 | $66.7 萬 | 0.01% | +2,500+50.0% | 加碼 |
| Signaturefd, LLC | 7,546 | $67.2 萬 | 0.02% | +64+0.9% | 加碼 |
| Andra AP-fonden | 5,900 | $71.0 萬 | 0.02% | −12,100−67.2% | 減碼 |
| Achmea Investment Management B.V. | 7,997 | $71.2 萬 | 0.02% | −39,725−83.2% | 減碼 |
| Baldwin Brothers Inc | 8,000 | $71.3 萬 | 0.06% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 8,000 | $71.4 萬 | 0.02% | +2,252+39.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 8,134 | $72.4 萬 | 0.01% | −538−6.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,131 | $72.5 萬 | 0.00% | +419+5.4% | 加碼 |
| PEAK6 Investments LLC | 8,266 | $73.7 萬 | 0.05% | +4,215+104.0% | 加碼 |
| Ipswich Investment Management Co., Inc. | 8,304 | $74.0 萬 | 0.20% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 8,450 | $75.3 萬 | 0.18% | 00.0% | 不變 |
| Fifth Third Bancorp | 8,643 | $77.0 萬 | 0.00% | −1,902−18.0% | 減碼 |
| Financial Counselors Inc | 8,726 | $77.8 萬 | 0.02% | −1,114−11.3% | 減碼 |
| Mercer Global Advisors Inc | 8,727 | $77.8 萬 | 0.00% | −89−1.0% | 減碼 |
| Berger Financial Group, Inc | 8,780 | $78.2 萬 | 0.09% | −167−1.9% | 減碼 |
| Crescent Grove Advisors, LLC | 8,869 | $79.0 萬 | 0.09% | −94−1.0% | 減碼 |
| Tacita Capital Inc | 8,915 | $79.3 萬 | 0.60% | 00.0% | 不變 |
| State Street Corp | 8,912 | $79.4 萬 | 0.00% | 00.0% | 不變 |
| Mairs & Power Inc | 9,000 | $80.2 萬 | 0.01% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 9,427 | $84.0 萬 | 0.00% | +4,529+92.5% | 加碼 |
| Capital World Investors | 9,502 | $84.6 萬 | 0.00% | +104+1.1% | 加碼 |
| Smithfield Trust Co | 9,766 | $87.1 萬 | 0.06% | −502−4.9% | 減碼 |
| Blair William & Co | 9,782 | $87.2 萬 | 0.00% | +511+5.5% | 加碼 |
| Pinnacle Associates Ltd | 10,100 | $90.0 萬 | 0.02% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 10,211 | $90.9 萬 | 0.00% | +10,211 | 新進 |
| D.A. Davidson & Co. | 10,341 | $91.7 萬 | 0.01% | +4,814+87.1% | 加碼 |
| Guggenheim Capital LLC | 10,313 | $91.9 萬 | 0.01% | −10,048−49.3% | 減碼 |
| North Star Asset Management Inc | 10,335 | $92.1 萬 | 0.05% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 10,375 | $92.5 萬 | 0.18% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 10,405 | $92.7 萬 | 0.15% | 00.0% | 不變 |
| Citadel Advisors LLC | 10,557 | $94.1 萬 | 0.00% | +10,312+4,209.0% | 加碼 |
| Ritholtz Wealth Management | 10,793 | $96.2 萬 | 0.05% | −13,339−55.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 11,132 | $99.2 萬 | 0.00% | −320−2.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 11,238 | $100.1 萬 | 0.01% | 00.0% | 不變 |
| David Loasby | 11,301 | $100.2 萬 | 0.12% | +1,963+21.0% | 加碼 |
| Ativo Capital Management LLC | 11,287 | $100.6 萬 | 1.23% | −758−6.3% | 減碼 |
| CI Private Wealth, LLC | 11,300 | $100.7 萬 | 0.00% | +2,873+34.1% | 加碼 |
| Cetera Advisor Networks LLC | 11,438 | $101.9 萬 | 0.01% | +308+2.8% | 加碼 |
| Yousif Capital Management, LLC | 11,487 | $102.4 萬 | 0.01% | 00.0% | 不變 |
| First American Bank | 11,520 | $102.7 萬 | 0.09% | 00.0% | 不變 |
| Davis-Rea Ltd. | 11,852 | $105.5 萬 | 0.64% | −1,132−8.7% | 減碼 |
| Texas Yale Capital Corp. | 12,248 | $109.1 萬 | 0.06% | −225−1.8% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 6,725 | $109.7 萬 | 0.10% | +1,563+30.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,366 | $110.2 萬 | 0.01% | +3,650+41.9% | 加碼 |
| Cigna Investments Inc | 12,647 | $112.5 萬 | 0.23% | −208−1.6% | 減碼 |
| Unigestion Holding SA | 13,363 | $118.1 萬 | 0.06% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 13,471 | $120.4 萬 | 0.02% | −30,960−69.7% | 減碼 |
| Advisor Partners II, LLC | 13,557 | $120.8 萬 | 0.07% | +3,745+38.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 13,566 | $120.9 萬 | 0.04% | +13,566 | 新進 |
| Truist Financial Corp | 13,940 | $124.2 萬 | 0.00% | +714+5.4% | 加碼 |
| IFG Advisory, LLC | 13,982 | $124.6 萬 | 0.12% | +9,604+219.4% | 加碼 |
| Victory Capital Management Inc | 14,040 | $125.1 萬 | 0.00% | +14,040 | 新進 |
| Curbstone Financial Management Corp | 14,134 | $125.9 萬 | 0.31% | −200−1.4% | 減碼 |
| Aigen Investment Management, LP | 14,215 | $126.6 萬 | 0.17% | +14,215 | 新進 |
| Naples Global Advisors, LLC | 14,987 | $133.5 萬 | 0.17% | +415+2.8% | 加碼 |
| Susquehanna International Group, LLP | 15,000 | $133.7 萬 | 0.00% | +15,000 | 新進 |
| Advisors Asset Management, Inc. | 15,652 | $139.5 萬 | 0.03% | +1,170+8.1% | 加碼 |
| Mainstay Capital Management LLC | 15,865 | $141.4 萬 | 0.28% | +195+1.2% | 加碼 |
| AE Wealth Management LLC | 16,122 | $143.7 萬 | 0.01% | +7,852+94.9% | 加碼 |
| Capital Fund Management S.A. | 16,414 | $146.3 萬 | 0.03% | −5,851−26.3% | 減碼 |
| Nexus Investment Management ULC | 16,544 | $147.2 萬 | 0.16% | 00.0% | 不變 |
| SIG North Trading, ULC | 16,725 | $149.0 萬 | 0.74% | −39,096−70.0% | 減碼 |
| NorthRock Partners, LLC | 16,880 | $150.2 萬 | 0.16% | +16+0.1% | 加碼 |
| Walleye Trading LLC | 17,052 | $152.0 萬 | 0.05% | +17,052 | 新進 |
| Desjardins Global Asset Management Inc. | 17,314 | $154.0 萬 | 0.19% | −1,915−10.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 17,385 | $154.9 萬 | 0.00% | −524−2.9% | 減碼 |
| Wetherby Asset Management Inc | 18,001 | $160.4 萬 | 0.09% | +279+1.6% | 加碼 |