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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 3,675 | $31.0 萬 | 0.06% | +3,675 | 新進 |
| Qtron Investments LLC | 3,658 | $31.0 萬 | 0.06% | −196−5.1% | 減碼 |
| NBT Bank N A | 3,625 | $30.6 萬 | 0.03% | +3,625 | 新進 |
| KLCM Advisors, Inc. | 3,618 | $30.5 萬 | 0.06% | 00.0% | 不變 |
| Brighton Jones LLC | 3,527 | $29.8 萬 | 0.02% | +140+4.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,523 | $29.7 萬 | 0.00% | +852+31.9% | 加碼 |
| Evergreen Capital Management LLC | 3,504 | $29.6 萬 | 0.01% | −1,048−23.0% | 減碼 |
| Puzo Michael J | 3,500 | $29.5 萬 | 0.10% | 00.0% | 不變 |
| Axq Capital, LP | 3,395 | $28.6 萬 | 0.10% | +3,395 | 新進 |
| Cozad Asset Management Inc | 3,369 | $28.4 萬 | 0.04% | +262+8.4% | 加碼 |
| Cetera Investment Advisers | 3,360 | $28.3 萬 | 0.00% | −805−19.3% | 減碼 |
| Doliver Advisors, LP | 3,358 | $28.3 萬 | 0.09% | −186−5.2% | 減碼 |
| Harbour Investments, Inc. | 3,323 | $28.0 萬 | 0.01% | −2,074−38.4% | 減碼 |
| Captrust Financial Advisors | 3,305 | $27.9 萬 | 0.00% | −476−12.6% | 減碼 |
| Checchi Capital Advisers, LLC | 3,177 | $26.8 萬 | 0.02% | +141+4.6% | 加碼 |
| Prospera Financial Services Inc | 3,139 | $26.5 萬 | 0.01% | +3,139 | 新進 |
| Barclays PLC | 3,092 | $26.1 萬 | 0.00% | −1,631−34.5% | 減碼 |
| Brown Brothers Harriman & Co | 3,079 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 3,079 | $26.0 萬 | 0.11% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 3,077 | $26.0 萬 | 0.05% | −20−0.6% | 減碼 |
| Vise Technologies, Inc. | 3,058 | $25.8 萬 | 0.06% | −365−10.7% | 減碼 |
| Diversified Trust Co | 3,052 | $25.7 萬 | 0.01% | +79+2.7% | 加碼 |
| Schechter Investment Advisors, LLC | 3,045 | $25.7 萬 | 0.02% | +3,045 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $25.6 萬 | 0.06% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 3,023 | $25.5 萬 | 0.08% | −2,970−49.6% | 減碼 |
| Park National Corp | 2,935 | $24.8 萬 | 0.01% | +200+7.3% | 加碼 |
| Enterprise Bank & Trust Co | 2,920 | $24.6 萬 | 0.10% | 00.0% | 不變 |
| PDS Planning, Inc | 2,914 | $24.6 萬 | 0.03% | −13−0.4% | 減碼 |
| Innovis Asset Management LLC | 2,881 | $24.3 萬 | 0.09% | +41+1.4% | 加碼 |
| Harbour Capital Advisors, LLC | 2,880 | $24.3 萬 | 0.07% | −50−1.7% | 減碼 |
| Valeo Financial Advisors, LLC | 2,871 | $24.2 萬 | 0.01% | +35+1.2% | 加碼 |
| Magnus Financial Group LLC | 2,857 | $24.1 萬 | 0.04% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,807 | $23.7 萬 | 0.01% | +179+6.8% | 加碼 |
| Patten & Patten Inc | 2,783 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Five Oceans Advisors | 2,778 | $23.4 萬 | 0.15% | +7+0.3% | 加碼 |
| Independent Advisor Alliance | 2,769 | $23.4 萬 | 0.01% | −7−0.3% | 減碼 |
| Smith, Moore & Co. | 2,758 | $23.3 萬 | 0.03% | +100+3.8% | 加碼 |
| Southland Equity Partners LLC | 2,722 | $23.0 萬 | 0.08% | +10+0.4% | 加碼 |
| Bessemer Group Inc | 2,694 | $22.9 萬 | 0.00% | −112−4.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 2,713 | $22.9 萬 | 0.02% | +143+5.6% | 加碼 |
| Archetype Wealth Partners | 2,672 | $22.5 萬 | 0.05% | −100−3.6% | 減碼 |
| West Family Investments, Inc. | 2,654 | $22.4 萬 | 0.08% | +2,654 | 新進 |
| North Star Investment Management Corp. | 2,554 | $21.5 萬 | 0.02% | +2+0.1% | 加碼 |
| Wrapmanager Inc | 2,551 | $21.5 萬 | 0.07% | +275+12.1% | 加碼 |
| CVA Family Office, LLC | 2,523 | $21.3 萬 | 0.05% | +23+0.9% | 加碼 |
| Independent Financial Group, LLC | 2,466 | $20.8 萬 | 0.01% | +2,466 | 新進 |
| Fifth Third Bancorp | 2,431 | $20.5 萬 | 0.00% | −5,844−70.6% | 減碼 |
| Trifecta Capital Advisors, LLC | 2,299 | $19.4 萬 | 0.06% | +180+8.5% | 加碼 |
| Parallel Advisors, LLC | 2,274 | $19.2 萬 | 0.01% | +119+5.5% | 加碼 |
| Bogart Wealth, LLC | 2,202 | $18.6 萬 | 0.01% | −13−0.6% | 減碼 |
| Lindbrook Capital, LLC | 2,187 | $18.5 萬 | 0.02% | +21+1.0% | 加碼 |
| Investors Research Corp | 2,157 | $18.2 萬 | 0.05% | 00.0% | 不變 |
| Swedbank AB | 2,096 | $17.7 萬 | 0.00% | +2,096 | 新進 |
| Tacita Capital Inc | 1,995 | $16.9 萬 | 0.13% | −3,920−66.3% | 減碼 |
| Operose Advisors LLC | 1,759 | $14.8 萬 | 0.06% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,677 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 1,500 | $12.7 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,443 | $12.2 萬 | 0.01% | −471−24.6% | 減碼 |
| Webster Bank, N. A. | 1,400 | $11.8 萬 | 0.02% | 00.0% | 不變 |
| Tobam | 1,355 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,330 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 1,330 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,310 | $11.1 萬 | 0.00% | +10+0.8% | 加碼 |
| Milestone Investment Advisors LLC | 1,277 | $10.8 萬 | 0.03% | +1,277 | 新進 |
| ING Groep NV | 1,250 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 1,143 | $9.64 萬 | 0.05% | −7−0.6% | 減碼 |
| Huntington National Bank | 1,141 | $9.63 萬 | 0.00% | −584−33.9% | 減碼 |
| CWM, LLC | 1,099 | $9.30 萬 | 0.00% | +335+43.8% | 加碼 |
| Rhumbline Advisers | 1,095 | $9.24 萬 | 0.00% | +145+15.3% | 加碼 |
| Central Trust Co | 1,030 | $8.69 萬 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,000 | $8.44 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 1,000 | $8.44 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,000 | $8.44 萬 | 0.01% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,000 | $8.44 萬 | 0.01% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 980 | $8.27 萬 | 0.04% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 960 | $8.10 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 926 | $7.81 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 923 | $7.79 萬 | 0.03% | +923 | 新進 |
| JJJ Advisors Inc. | 890 | $7.51 萬 | 0.02% | −49−5.2% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 803 | $6.78 萬 | 0.03% | +803 | 新進 |
| Bray Capital Advisors | 800 | $6.75 萬 | 0.02% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 667 | $5.63 萬 | 0.01% | −34−4.9% | 減碼 |
| Princeton Global Asset Management LLC | 600 | $5.06 萬 | 0.01% | 00.0% | 不變 |
| Compass Wealth Management LLC | 600 | $5.06 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 598 | $5.05 萬 | 0.01% | 00.0% | 不變 |
| Glassman Wealth Services | 549 | $4.63 萬 | 0.01% | +21+4.0% | 加碼 |
| Lincluden Management Ltd | 554 | $4.60 萬 | 0.01% | −42−7.0% | 減碼 |
| Crewe Advisors LLC | 515 | $4.35 萬 | 0.01% | +200+63.5% | 加碼 |
| Grove Bank & Trust | 510 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| First Manhattan Co | 500 | $4.22 萬 | 0.00% | +500 | 新進 |
| Johnson Financial Group, Inc. | 472 | $3.98 萬 | 0.00% | −2,016−81.0% | 減碼 |
| Massmutual Trust Co FSB | 453 | $3.82 萬 | 0.00% | +205+82.7% | 加碼 |
| Capital Analysts, LLC | 453 | $3.80 萬 | 0.00% | +3+0.7% | 加碼 |
| Ravenstone Capital Management Inc. | 440 | $3.72 萬 | 0.03% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 381 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Stonehage Fleming Financial Services Holdings Ltd | 393 | $3.33 萬 | 0.00% | +393 | 新進 |
| Johnson Midwest Financial, LLC | 367 | $3.10 萬 | 0.07% | +1+0.3% | 加碼 |
| Winch Advisory Services, LLC | 350 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 340 | $2.88 萬 | 0.00% | +340 | 新進 |
| Atlas Capital Advisors LLC | 339 | $2.86 萬 | 0.00% | −2,302−87.2% | 減碼 |