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 |
|---|---|---|---|---|---|
| Watershed Private Wealth LLC | 4,000 | $36.1 萬 | 0.22% | 00.0% | 不變 |
| Qtron Investments LLC | 3,854 | $34.8 萬 | 0.07% | +3,854 | 新進 |
| Annex Advisory Services, LLC | 3,844 | $34.7 萬 | 0.02% | +1,169+43.7% | 加碼 |
| Perpetual Ltd | 3,818 | $34.5 萬 | 0.00% | −476−11.1% | 減碼 |
| Captrust Financial Advisors | 3,781 | $34.1 萬 | 0.00% | −1,051−21.8% | 減碼 |
| Johnson Investment Counsel Inc | 3,748 | $33.8 萬 | 0.00% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 3,686 | $33.4 萬 | 0.00% | +513+16.2% | 加碼 |
| HRT Financial LP | 3,674 | $33.1 萬 | 0.00% | +3,674 | 新進 |
| KLCM Advisors, Inc. | 3,618 | $32.7 萬 | 0.06% | +57+1.6% | 加碼 |
| Doliver Advisors, LP | 3,544 | $32.0 萬 | 0.10% | −16−0.4% | 減碼 |
| Pathstone Family Office, LLC | 3,402 | $31.8 萬 | 0.00% | +13+0.4% | 加碼 |
| Puzo Michael J | 3,500 | $31.6 萬 | 0.10% | 00.0% | 不變 |
| Ellenbecker Investment Group | 3,799 | $31.6 萬 | 0.08% | +177+4.9% | 加碼 |
| 180 Wealth Advisors, LLC | 3,448 | $31.5 萬 | 0.07% | −268−7.2% | 減碼 |
| Vise Technologies, Inc. | 3,423 | $30.9 萬 | 0.07% | −1,200−26.0% | 減碼 |
| Brighton Jones LLC | 3,387 | $30.6 萬 | 0.02% | +43+1.3% | 加碼 |
| First Affirmative Financial Network | 3,318 | $30.0 萬 | 0.30% | +926+38.7% | 加碼 |
| Cozad Asset Management Inc | 3,107 | $28.1 萬 | 0.04% | −27−0.9% | 減碼 |
| Americana Partners, LLC | 3,100 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 3,097 | $28.0 萬 | 0.05% | +8+0.3% | 加碼 |
| Oarsman Capital, Inc. | 3,079 | $27.8 萬 | 0.12% | −100−3.1% | 減碼 |
| Brown Brothers Harriman & Co | 3,079 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 3,036 | $27.4 萬 | 0.02% | +453+17.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $27.4 萬 | 0.07% | 00.0% | 不變 |
| Diversified Trust Co | 2,973 | $26.8 萬 | 0.01% | +2,973 | 新進 |
| Harbour Capital Advisors, LLC | 2,930 | $26.7 萬 | 0.08% | +100+3.5% | 加碼 |
| PDS Planning, Inc | 2,927 | $26.4 萬 | 0.03% | −75−2.5% | 減碼 |
| Enterprise Bank & Trust Co | 2,920 | $26.4 萬 | 0.10% | 00.0% | 不變 |
| Magnus Financial Group LLC | 2,857 | $25.8 萬 | 0.04% | −8−0.3% | 減碼 |
| Innovis Asset Management LLC | 2,840 | $25.6 萬 | 0.09% | −39−1.4% | 減碼 |
| Valeo Financial Advisors, LLC | 2,836 | $25.6 萬 | 0.01% | −123−4.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,827 | $25.5 萬 | 0.00% | −725−20.4% | 減碼 |
| Bessemer Group Inc | 2,806 | $25.3 萬 | 0.00% | +1,406+100.4% | 加碼 |
| Patten & Patten Inc | 2,783 | $25.1 萬 | 0.02% | 00.0% | 不變 |
| Independent Advisor Alliance | 2,776 | $25.1 萬 | 0.01% | +337+13.8% | 加碼 |
| Five Oceans Advisors | 2,771 | $25.0 萬 | 0.16% | −180−6.1% | 減碼 |
| Archetype Wealth Partners | 2,772 | $25.0 萬 | 0.05% | +100+3.7% | 加碼 |
| Park National Corp | 2,735 | $24.7 萬 | 0.01% | +150+5.8% | 加碼 |
| Southland Equity Partners LLC | 2,712 | $24.5 萬 | 0.08% | +2,712 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,671 | $24.1 萬 | 0.00% | −1,193−30.9% | 減碼 |
| Smith, Moore & Co. | 2,658 | $24.0 萬 | 0.03% | +120+4.7% | 加碼 |
| Atlas Capital Advisors LLC | 2,641 | $23.9 萬 | 0.04% | −120−4.3% | 減碼 |
| Ballentine Partners, LLC | 2,628 | $23.7 萬 | 0.01% | +27+1.0% | 加碼 |
| Algert Global LLC | 2,598 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 2,570 | $23.2 萬 | 0.02% | +98+4.0% | 加碼 |
| North Star Investment Management Corp. | 2,552 | $23.0 萬 | 0.02% | +10.0% | 加碼 |
| CVA Family Office, LLC | 2,500 | $22.6 萬 | 0.05% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 2,488 | $22.5 萬 | 0.02% | −3,363−57.5% | 減碼 |
| Wolverine Trading, LLC | 2,499 | $22.4 萬 | 0.00% | +2,499 | 新進 |
| Sigma Planning Corp | 2,359 | $21.3 萬 | 0.01% | −451−16.0% | 減碼 |
| Wintrust Investments LLC | 2,350 | $21.2 萬 | 0.02% | +5+0.2% | 加碼 |
| Westwood Holdings Group Inc. | 2,336 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Landaas & Co | 2,326 | $21.0 萬 | 0.09% | 00.0% | 不變 |
| Townsend & Associates, Inc | 2,225 | $20.8 萬 | 0.05% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 2,300 | $20.8 萬 | 0.01% | +2,300 | 新進 |
| National Asset Management, Inc. | 2,295 | $20.7 萬 | 0.00% | +2,295 | 新進 |
| Glenmede Trust Co NA | 2,314 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 2,280 | $20.6 萬 | 0.00% | +25+1.1% | 加碼 |
| Wrapmanager Inc | 2,276 | $20.6 萬 | 0.06% | +2,276 | 新進 |
| Davenport & Co LLC | 2,225 | $20.1 萬 | 0.00% | +2,225 | 新進 |
| REDW Wealth LLC | 2,220 | $20.0 萬 | 0.06% | +2,220 | 新進 |
| Bogart Wealth, LLC | 2,215 | $20.0 萬 | 0.01% | +546+32.7% | 加碼 |
| Lindbrook Capital, LLC | 2,166 | $19.6 萬 | 0.02% | −18−0.8% | 減碼 |
| Investors Research Corp | 2,157 | $19.5 萬 | 0.05% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,155 | $19.5 萬 | 0.01% | −269−11.1% | 減碼 |
| Trifecta Capital Advisors, LLC | 2,119 | $19.1 萬 | 0.06% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,914 | $17.3 萬 | 0.02% | +115+6.4% | 加碼 |
| Operose Advisors LLC | 1,759 | $15.9 萬 | 0.07% | 00.0% | 不變 |
| Huntington National Bank | 1,725 | $15.6 萬 | 0.00% | +72+4.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,677 | $15.1 萬 | 0.01% | −29−1.7% | 減碼 |
| Brown Shipley& Co Ltd | 1,650 | $14.9 萬 | 0.06% | +1,650 | 新進 |
| PEAK6 Investments LLC | 1,544 | $13.9 萬 | 0.01% | −6,722−81.3% | 減碼 |
| Caldwell Trust Co | 1,500 | $13.5 萬 | 0.02% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,400 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 1,400 | $12.6 萬 | 0.04% | 00.0% | 不變 |
| Tobam | 1,355 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,330 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 1,330 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,300 | $11.7 萬 | 0.00% | −77−5.6% | 減碼 |
| ING Groep NV | 1,250 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 1,150 | $10.4 萬 | 0.05% | +466+68.1% | 加碼 |
| Icon Wealth Partners, LLC | 1,144 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| Central Trust Co | 1,030 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,000 | $9.03 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 1,000 | $9.03 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,000 | $9.03 萬 | 0.01% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,000 | $9.03 萬 | 0.01% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 980 | $8.85 萬 | 0.04% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 960 | $8.67 萬 | 0.02% | 00.0% | 不變 |
| Rhumbline Advisers | 950 | $8.58 萬 | 0.00% | +950 | 新進 |
| JJJ Advisors Inc. | 939 | $8.48 萬 | 0.02% | −38−3.9% | 減碼 |
| Whittier Trust Co | 926 | $8.36 萬 | 0.00% | −309−25.0% | 減碼 |
| Bray Capital Advisors | 800 | $7.22 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 764 | $6.90 萬 | 0.00% | +325+74.0% | 加碼 |
| Ridgewood Investments LLC | 760 | $6.87 萬 | 0.04% | −110−12.6% | 減碼 |
| Cowen Prime Advisors LLC | 753 | $6.80 萬 | 0.02% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 752 | $6.79 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 701 | $6.33 萬 | 0.01% | −117−14.3% | 減碼 |
| LFA - Lugano Financial Advisors SA | 500 | $5.98 萬 | 0.04% | +500 | 新進 |
| Princeton Global Asset Management LLC | 600 | $5.42 萬 | 0.02% | 00.0% | 不變 |