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 3 季 13F 持有人
Bank of Montreal 在 2023/9/30 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
- 458
- 較 2023 年第 2 季 −8 家
- 持有股數
- 3.35 億
- 較 2023 年第 2 季 +703.4 萬 (+2.1%)
- 總市值
- $283.4 億
- 較 2023 年第 2 季 −$13.6 億 (−4.6%)
- 新進機構
- 38
- 另有 181 家加碼
- 清倉機構
- 46
- 另有 134 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MQS Management LLC | 5,742 | $48.4 萬 | 0.30% | +5,742 | 新進 |
| Beacon Financial Group | 5,797 | $49.9 萬 | 0.07% | −393−6.3% | 減碼 |
| Oppenheimer & Co Inc | 5,971 | $50.4 萬 | 0.01% | +314+5.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,074 | $51.2 萬 | 0.02% | −2,859−32.0% | 減碼 |
| Vaughan & Co Securities, Inc. | 6,094 | $51.4 萬 | 0.38% | −33−0.5% | 減碼 |
| Busey Wealth Management | 6,100 | $51.5 萬 | 0.02% | 00.0% | 不變 |
| Nwam LLC | 6,132 | $51.7 萬 | 0.05% | −114−1.8% | 減碼 |
| Glenmede Trust Co NA | 6,243 | $52.7 萬 | 0.00% | +3,929+169.8% | 加碼 |
| Burney Co | 6,302 | $53.2 萬 | 0.02% | +85+1.4% | 加碼 |
| Forum Financial Management, LP | 6,354 | $53.6 萬 | 0.01% | −974−13.3% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 6,440 | $54.6 萬 | 0.03% | +2,121+49.1% | 加碼 |
| Pacer Advisors, Inc. | 6,496 | $54.8 萬 | 0.00% | +366+6.0% | 加碼 |
| Baskin Financial Services Inc. | 6,574 | $55.4 萬 | 0.06% | 00.0% | 不變 |
| STRS Ohio | 6,624 | $56.1 萬 | 0.00% | 00.0% | 不變 |
| Ti-Trust, Inc | 6,692 | $56.5 萬 | 0.54% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 5,200 | $59.6 萬 | 0.01% | +200+4.0% | 加碼 |
| NBC Securities, Inc. | 7,147 | $60.2 萬 | 0.07% | +7,147 | 新進 |
| Veriti Management LLC | 7,358 | $62.1 萬 | 0.07% | +23+0.3% | 加碼 |
| Jefferies Financial Group Inc. | 7,492 | $63.2 萬 | 0.02% | +7,492 | 新進 |
| DSM Capital Partners LLC | 7,630 | $64.5 萬 | 0.01% | 00.0% | 不變 |
| Zacks Investment Management | 7,726 | $65.2 萬 | 0.01% | +2,738+54.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,945 | $68.0 萬 | 0.01% | −1,603−16.8% | 減碼 |
| Ipswich Investment Management Co., Inc. | 8,229 | $69.4 萬 | 0.19% | −75−0.9% | 減碼 |
| JCIC Asset Management Inc. | 8,272 | $69.8 萬 | 0.35% | −25,701−75.7% | 減碼 |
| Kestra Advisory Services, LLC | 8,319 | $70.2 萬 | 0.01% | +1,778+27.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 8,400 | $71.0 萬 | 0.00% | +3,688+78.3% | 加碼 |
| ICA Group Wealth Management, LLC | 8,450 | $71.3 萬 | 0.20% | 00.0% | 不變 |
| FORA Capital, LLC | 8,491 | $71.6 萬 | 0.06% | +8,491 | 新進 |
| Berger Financial Group, Inc | 8,531 | $72.0 萬 | 0.08% | −170−2.0% | 減碼 |
| Crescent Grove Advisors, LLC | 8,654 | $73.0 萬 | 0.09% | +52+0.6% | 加碼 |
| Signaturefd, LLC | 8,877 | $74.9 萬 | 0.02% | +2,215+33.2% | 加碼 |
| State Street Corp | 8,912 | $75.2 萬 | 0.00% | 00.0% | 不變 |
| Ritholtz Wealth Management | 8,956 | $75.6 萬 | 0.03% | −3,528−28.3% | 減碼 |
| North Star Asset Management Inc | 8,979 | $75.8 萬 | 0.04% | −950−9.6% | 減碼 |
| Mairs & Power Inc | 9,000 | $75.9 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 9,009 | $76.0 萬 | 0.00% | +757+9.2% | 加碼 |
| Pegasus Partners Ltd. | 9,225 | $77.8 萬 | 0.11% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 9,356 | $78.9 萬 | 0.01% | −135−1.4% | 減碼 |
| JustInvest LLC | 9,504 | $80.2 萬 | 0.02% | +1,847+24.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 9,640 | $81.3 萬 | 0.06% | +136+1.4% | 加碼 |
| Capital World Investors | 9,749 | $82.2 萬 | 0.00% | +128+1.3% | 加碼 |
| Smithfield Trust Co | 9,766 | $82.4 萬 | 0.05% | 00.0% | 不變 |
| Probity Advisors, Inc. | 9,948 | $83.9 萬 | 0.19% | +395+4.1% | 加碼 |
| Ignite Planners, LLC | 10,625 | $85.9 萬 | 0.26% | +10,625 | 新進 |
| D.A. Davidson & Co. | 10,228 | $86.3 萬 | 0.01% | −127−1.2% | 減碼 |
| Capital Fund Management S.A. | 10,484 | $88.5 萬 | 0.01% | −2,300−18.0% | 減碼 |
| Polar Asset Management Partners Inc. | 10,500 | $88.7 萬 | 0.02% | +10,500 | 新進 |
| Ativo Capital Management LLC | 10,538 | $88.9 萬 | 1.00% | −99−0.9% | 減碼 |
| Texas Yale Capital Corp. | 10,648 | $89.8 萬 | 0.04% | −1,175−9.9% | 減碼 |
| PEAK6 Investments LLC | 10,682 | $90.1 萬 | 0.04% | +9,138+591.8% | 加碼 |
| Cetera Advisor Networks LLC | 10,729 | $90.5 萬 | 0.01% | +33+0.3% | 加碼 |
| Guggenheim Capital LLC | 10,749 | $90.7 萬 | 0.01% | −686−6.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 10,774 | $90.9 萬 | 0.00% | +55+0.5% | 加碼 |
| Rodgers Brothers Inc. | 10,975 | $92.6 萬 | 0.16% | +600+5.8% | 加碼 |
| David Loasby | 11,616 | $93.2 萬 | 0.10% | +115+1.0% | 加碼 |
| First American Bank | 11,117 | $93.8 萬 | 0.08% | −403−3.5% | 減碼 |
| Blair William & Co | 11,252 | $94.9 萬 | 0.00% | +1,719+18.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 11,285 | $95.2 萬 | 0.00% | −1,728−13.3% | 減碼 |
| Advisor Partners II, LLC | 11,674 | $98.5 萬 | 0.04% | +54+0.5% | 加碼 |
| Davis-Rea Ltd. | 11,682 | $98.8 萬 | 0.54% | −335−2.8% | 減碼 |
| Yousif Capital Management, LLC | 11,767 | $99.3 萬 | 0.01% | +180+1.6% | 加碼 |
| Victory Capital Management Inc | 12,059 | $101.7 萬 | 0.00% | 00.0% | 不變 |
| Unigestion Holding SA | 13,159 | $111.0 萬 | 0.07% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 13,306 | $112.3 萬 | 0.01% | +704+5.6% | 加碼 |
| Walleye Trading LLC | 13,384 | $112.9 萬 | 0.03% | −18,677−58.3% | 減碼 |
| Cigna Investments Inc | 13,454 | $114.0 萬 | 0.26% | +172+1.3% | 加碼 |
| Curbstone Financial Management Corp | 13,634 | $115.0 萬 | 0.28% | −400−2.9% | 減碼 |
| IFG Advisory, LLC | 13,778 | $116.2 萬 | 0.10% | −204−1.5% | 減碼 |
| Associated Banc-Corp | 13,869 | $117.0 萬 | 0.05% | −4,396−24.1% | 減碼 |
| Foster & Motley Inc | 14,562 | $122.9 萬 | 0.10% | −3,561−19.6% | 減碼 |
| Naples Global Advisors, LLC | 14,570 | $122.9 萬 | 0.15% | −367−2.5% | 減碼 |
| Group One Trading, L.P. | 14,709 | $124.1 萬 | 0.05% | +14,709 | 新進 |
| Pinnacle Associates Ltd | 15,000 | $126.6 萬 | 0.02% | +4,900+48.5% | 加碼 |
| Acadian Asset Management LLC | 15,442 | $130.8 萬 | 0.01% | +15,400+36,666.7% | 加碼 |
| Janney Montgomery Scott LLC | 15,579 | $131.4 萬 | 0.00% | −752−4.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,796 | $133.3 萬 | 0.00% | −1,242−7.3% | 減碼 |
| Quantinno Capital Management LP | 16,377 | $138.2 萬 | 0.06% | +11,536+238.3% | 加碼 |
| Nexus Investment Management ULC | 16,544 | $140.0 萬 | 0.16% | 00.0% | 不變 |
| Principal Financial Group Inc | 16,672 | $141.3 萬 | 0.00% | −1,400−7.7% | 減碼 |
| NorthRock Partners, LLC | 16,685 | $141.4 萬 | 0.15% | −146−0.9% | 減碼 |
| Advisors Asset Management, Inc. | 17,148 | $144.7 萬 | 0.03% | +1,129+7.0% | 加碼 |
| Employees Provident Fund Board | 18,200 | $154.2 萬 | 0.03% | 00.0% | 不變 |
| CI Private Wealth, LLC | 18,885 | $159.2 萬 | 0.00% | +7,697+68.8% | 加碼 |
| Cumberland Partners Ltd | 19,903 | $168.4 萬 | 0.16% | −430−2.1% | 減碼 |
| Truist Financial Corp | 19,965 | $168.4 萬 | 0.00% | −438−2.1% | 減碼 |
| Umb Bank N A | 20,034 | $169.0 萬 | 0.03% | −2,592−11.5% | 減碼 |
| Private Advisor Group, LLC | 20,332 | $171.5 萬 | 0.02% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 20,485 | $172.8 萬 | 0.10% | +1,441+7.6% | 加碼 |
| Gries Financial LLC | 21,446 | $180.9 萬 | 0.49% | −140−0.6% | 減碼 |
| Resources Management Corp | 22,874 | $193.0 萬 | 0.31% | −60.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 23,279 | $196.4 萬 | 0.02% | −10,395−30.9% | 減碼 |
| US Bancorp | 23,370 | $197.2 萬 | 0.00% | +1,881+8.8% | 加碼 |
| MML Investors Services, LLC | 23,424 | $197.6 萬 | 0.01% | −1,196−4.9% | 減碼 |
| Mariner, LLC | 23,646 | $199.5 萬 | 0.01% | +1,627+7.4% | 加碼 |
| Maryland State Retirement & Pension System | 24,359 | $205.6 萬 | 0.05% | +327+1.4% | 加碼 |
| Man Group plc | – | $207.2 萬 | 0.01% | – | – |
| Wolverine Trading, LLC | 24,735 | $208.7 萬 | 0.02% | +22,236+889.8% | 加碼 |
| Murchinson Ltd. | 25,000 | $210.9 萬 | 0.32% | +25,000 | 新進 |
| WoodTrust Financial Corp | 27,145 | $229.0 萬 | 0.44% | −1,010−3.6% | 減碼 |
| Squarepoint Ops LLC | 27,982 | $236.1 萬 | 0.01% | +11,830+73.2% | 加碼 |