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 2 季 13F 持有人
Bank of Montreal 在 2023/6/30 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
- 470
- 較 2023 年第 1 季 +2 家
- 持有股數
- 3.28 億
- 較 2023 年第 1 季 +432.3 萬 (+1.3%)
- 總市值
- $297.3 億
- 較 2023 年第 1 季 +$8.31 億 (+2.9%)
- 新進機構
- 52
- 另有 165 家加碼
- 清倉機構
- 50
- 另有 141 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Assetmark, Inc | 5,196 | $46.9 萬 | 0.00% | +3,340+180.0% | 加碼 |
| Archford Capital Strategies, LLC | 5,015 | $47.0 萬 | 0.09% | +88+1.8% | 加碼 |
| Brinker Capital Investments, LLC | 5,243 | $47.3 萬 | 0.01% | +61+1.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,243 | $47.3 萬 | 0.01% | +61+1.2% | 加碼 |
| Harbour Investments, Inc. | 5,397 | $48.7 萬 | 0.02% | −365−6.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,535 | $50.0 萬 | 0.04% | −62−1.1% | 減碼 |
| Oppenheimer & Co Inc | 5,657 | $51.1 萬 | 0.01% | +134+2.4% | 加碼 |
| Horizon Investments, LLC | 5,942 | $53.0 萬 | 0.02% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 5,993 | $53.5 萬 | 0.09% | +3,253+118.7% | 加碼 |
| Tacita Capital Inc | 5,915 | $53.5 萬 | 0.39% | −3,000−33.7% | 減碼 |
| Tudor Investment Corp Et Al | 5,962 | $53.8 萬 | 0.01% | +5,962 | 新進 |
| Busey Wealth Management | 6,100 | $55.1 萬 | 0.02% | 00.0% | 不變 |
| Vaughan & Co Securities, Inc. | 6,127 | $55.3 萬 | 0.39% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 6,130 | $55.4 萬 | 0.00% | +650+11.9% | 加碼 |
| Beacon Financial Group | 6,190 | $55.5 萬 | 0.08% | −752−10.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,173 | $55.7 萬 | 0.01% | 00.0% | 不變 |
| Burney Co | 6,217 | $56.1 萬 | 0.03% | −46−0.7% | 減碼 |
| Nwam LLC | 6,246 | $56.4 萬 | 0.05% | −14−0.2% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,400 | $57.8 萬 | 0.14% | +250+4.1% | 加碼 |
| Kestra Advisory Services, LLC | 6,541 | $59.1 萬 | 0.01% | +266+4.2% | 加碼 |
| Baskin Financial Services Inc. | 6,574 | $59.3 萬 | 0.06% | −100−1.5% | 減碼 |
| STRS Ohio | 6,624 | $59.8 萬 | 0.00% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 5,000 | $59.8 萬 | 0.01% | +5,000 | 新進 |
| Duality Advisers, LP | 6,659 | $60.1 萬 | 0.08% | +6,659 | 新進 |
| Signaturefd, LLC | 6,662 | $60.2 萬 | 0.02% | −884−11.7% | 減碼 |
| Ti-Trust, Inc | 6,692 | $60.4 萬 | 0.56% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 6,840 | $61.8 萬 | 0.33% | +6,840 | 新進 |
| Two Sigma Securities, LLC | 6,912 | $62.4 萬 | 0.05% | +4,192+154.1% | 加碼 |
| Forum Financial Management, LP | 7,328 | $66.2 萬 | 0.01% | +500+7.3% | 加碼 |
| Veriti Management LLC | 7,335 | $66.2 萬 | 0.07% | +56+0.8% | 加碼 |
| Financial Counselors Inc | 7,574 | $68.4 萬 | 0.01% | −1,152−13.2% | 減碼 |
| DSM Capital Partners LLC | 7,630 | $69.0 萬 | 0.01% | −74,226−90.7% | 減碼 |
| JustInvest LLC | 7,657 | $69.1 萬 | 0.02% | +1,227+19.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 7,984 | $72.1 萬 | 0.01% | −150−1.8% | 減碼 |
| Baldwin Brothers Inc | 8,000 | $72.2 萬 | 0.06% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 8,252 | $74.5 萬 | 0.00% | −475−5.4% | 減碼 |
| Fifth Third Bancorp | 8,275 | $74.7 萬 | 0.00% | −368−4.3% | 減碼 |
| Engineers Gate Manager LP | 8,295 | $74.9 萬 | 0.03% | +8,295 | 新進 |
| Ipswich Investment Management Co., Inc. | 8,304 | $75.0 萬 | 0.20% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 8,450 | $76.3 萬 | 0.19% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 8,602 | $77.7 萬 | 0.08% | −267−3.0% | 減碼 |
| Berger Financial Group, Inc | 8,701 | $78.6 萬 | 0.09% | −79−0.9% | 減碼 |
| La Banque Postale Asset Management SA | 8,739 | $79.0 萬 | 0.02% | −17,871−67.2% | 減碼 |
| Achmea Investment Management B.V. | 8,753 | $79.1 萬 | 0.02% | +756+9.5% | 加碼 |
| State Street Corp | 8,912 | $80.5 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,933 | $80.7 萬 | 0.03% | +8,624+2,790.9% | 加碼 |
| Mairs & Power Inc | 9,000 | $81.3 萬 | 0.01% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 9,225 | $83.3 萬 | 0.12% | −1,180−11.3% | 減碼 |
| Cresset Asset Management, LLC | 9,491 | $85.7 萬 | 0.01% | +9,491 | 新進 |
| Ashton Thomas Private Wealth, LLC | 9,504 | $85.8 萬 | 0.07% | +9,504 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,548 | $86.0 萬 | 0.01% | +3,962+70.9% | 加碼 |
| Blair William & Co | 9,533 | $86.1 萬 | 0.00% | −249−2.5% | 減碼 |
| Probity Advisors, Inc. | 9,553 | $86.3 萬 | 0.19% | +9,553 | 新進 |
| Capital World Investors | 9,621 | $86.9 萬 | 0.00% | +119+1.3% | 加碼 |
| Smithfield Trust Co | 9,766 | $88.0 萬 | 0.05% | 00.0% | 不變 |
| North Star Asset Management Inc | 9,929 | $89.7 萬 | 0.05% | −406−3.9% | 減碼 |
| Pinnacle Associates Ltd | 10,100 | $91.2 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 10,355 | $93.5 萬 | 0.01% | +14+0.1% | 加碼 |
| Rodgers Brothers Inc. | 10,375 | $93.7 萬 | 0.16% | 00.0% | 不變 |
| Ativo Capital Management LLC | 10,637 | $96.1 萬 | 1.01% | −650−5.8% | 減碼 |
| Cetera Advisor Networks LLC | 10,696 | $96.6 萬 | 0.01% | −742−6.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 10,719 | $96.8 萬 | 0.00% | +2,588+31.8% | 加碼 |
| CI Private Wealth, LLC | 11,188 | $100.9 萬 | 0.00% | −112−1.0% | 減碼 |
| David Loasby | 11,501 | $102.2 萬 | 0.11% | +200+1.8% | 加碼 |
| Guggenheim Capital LLC | 11,435 | $103.3 萬 | 0.01% | +1,122+10.9% | 加碼 |
| First American Bank | 11,520 | $104.0 萬 | 0.09% | 00.0% | 不變 |
| Citadel Advisors LLC | 11,523 | $104.1 萬 | 0.00% | +966+9.2% | 加碼 |
| Yousif Capital Management, LLC | 11,587 | $104.6 萬 | 0.01% | +100+0.9% | 加碼 |
| Advisor Partners II, LLC | 11,620 | $104.9 萬 | 0.05% | −1,937−14.3% | 減碼 |
| Texas Yale Capital Corp. | 11,823 | $106.8 萬 | 0.05% | −425−3.5% | 減碼 |
| Davis-Rea Ltd. | 12,017 | $108.6 萬 | 0.61% | +165+1.4% | 加碼 |
| Victory Capital Management Inc | 12,059 | $108.9 萬 | 0.00% | −1,981−14.1% | 減碼 |
| Ritholtz Wealth Management | 12,484 | $112.7 萬 | 0.05% | +1,691+15.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,602 | $113.8 萬 | 0.01% | +236+1.9% | 加碼 |
| Capital Fund Management S.A. | 12,784 | $115.5 萬 | 0.02% | −3,630−22.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 13,013 | $117.5 萬 | 0.00% | +1,881+16.9% | 加碼 |
| Unigestion Holding SA | 13,159 | $117.8 萬 | 0.07% | −204−1.5% | 減碼 |
| Cigna Investments Inc | 13,282 | $120.1 萬 | 0.22% | +635+5.0% | 加碼 |
| IFG Advisory, LLC | 13,982 | $126.3 萬 | 0.11% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 14,034 | $126.7 萬 | 0.30% | −100−0.7% | 減碼 |
| Naples Global Advisors, LLC | 14,937 | $134.9 萬 | 0.16% | −50−0.3% | 減碼 |
| Mainstay Capital Management LLC | 15,080 | $136.2 萬 | 0.24% | −785−4.9% | 減碼 |
| Millennium Management LLC | 15,317 | $138.3 萬 | 0.00% | −264,656−94.5% | 減碼 |
| PDT Partners, LLC | 15,671 | $141.5 萬 | 0.19% | +15,671 | 新進 |
| Advisors Asset Management, Inc. | 16,019 | $144.7 萬 | 0.03% | +367+2.3% | 加碼 |
| Squarepoint Ops LLC | 16,152 | $145.9 萬 | 0.01% | +9,218+132.9% | 加碼 |
| Janney Montgomery Scott LLC | 16,331 | $147.5 萬 | 0.01% | +16,331 | 新進 |
| Nexus Investment Management ULC | 16,544 | $149.5 萬 | 0.16% | 00.0% | 不變 |
| NorthRock Partners, LLC | 16,831 | $152.2 萬 | 0.17% | −49−0.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 17,038 | $153.9 萬 | 0.00% | −347−2.0% | 減碼 |
| AE Wealth Management LLC | 17,958 | $162.2 萬 | 0.01% | +1,836+11.4% | 加碼 |
| Principal Financial Group Inc | 18,072 | $163.4 萬 | 0.00% | −1,279−6.6% | 減碼 |
| Foster & Motley Inc | 18,123 | $163.7 萬 | 0.13% | −5,156−22.1% | 減碼 |
| Employees Provident Fund Board | 18,200 | $164.6 萬 | 0.04% | 00.0% | 不變 |
| Associated Banc-Corp | 18,265 | $165.0 萬 | 0.06% | −25−0.1% | 減碼 |
| Wetherby Asset Management Inc | 19,044 | $172.0 萬 | 0.09% | +1,043+5.8% | 加碼 |
| Anson Funds Management LP | 20,000 | $180.7 萬 | 0.54% | +20,000 | 新進 |
| Cumberland Partners Ltd | 20,333 | $183.8 萬 | 0.17% | −180,640−89.9% | 減碼 |
| Truist Financial Corp | 20,403 | $184.3 萬 | 0.00% | +6,463+46.4% | 加碼 |
| Private Advisor Group, LLC | 20,332 | $188.5 萬 | 0.02% | −30.0% | 減碼 |