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 4 季 13F 持有人
Bank of Montreal 在 2023/12/31 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
- 489
- 較 2023 年第 3 季 +37 家
- 持有股數
- 3.42 億
- 較 2023 年第 3 季 +668.0 萬 (+2.0%)
- 總市值
- $338.8 億
- 較 2023 年第 3 季 +$55.6 億 (+19.6%)
- 新進機構
- 77
- 另有 148 家加碼
- 清倉機構
- 40
- 另有 172 家減碼
另有 6 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tobam | 1,355 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,400 | $13.9 萬 | 0.02% | 00.0% | 不變 |
| Caldwell Trust Co | 1,500 | $14.8 萬 | 0.02% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,740 | $16.4 萬 | 0.04% | +1,740 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,677 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,689 | $16.7 萬 | 0.01% | +246+17.0% | 加碼 |
| Desjardins Global Asset Management Inc. | 1,754 | $17.4 萬 | 0.02% | −2,786−61.4% | 減碼 |
| Tacita Capital Inc | 2,031 | $20.2 萬 | 0.15% | +36+1.8% | 加碼 |
| SNS Financial Group, LLC | 2,057 | $20.4 萬 | 0.02% | +2,057 | 新進 |
| Wrapmanager Inc | 2,058 | $20.4 萬 | 0.06% | −493−19.3% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $20.5 萬 | 0.06% | +2,075 | 新進 |
| Glenmede Trust Co NA | 2,076 | $20.5 萬 | 0.00% | −4,167−66.7% | 減碼 |
| RMB Capital Management, LLC | 2,079 | $20.6 萬 | 0.01% | +2,079 | 新進 |
| Firestone Capital Management | 2,100 | $20.8 萬 | 0.06% | +2,100 | 新進 |
| Patrick M Sweeney & Associates, Inc | 2,100 | $20.8 萬 | 0.19% | +2,100 | 新進 |
| Independent Financial Group, LLC | 2,156 | $21.3 萬 | 0.01% | −310−12.6% | 減碼 |
| Investors Research Corp | 2,157 | $21.3 萬 | 0.05% | 00.0% | 不變 |
| Townsend & Associates, Inc | 2,225 | $21.4 萬 | 0.03% | +2,225 | 新進 |
| Checchi Capital Advisers, LLC | 2,175 | $21.5 萬 | 0.02% | −1,002−31.5% | 減碼 |
| Bogart Wealth, LLC | 2,202 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| REDW Wealth LLC | 2,220 | $22.0 萬 | 0.06% | +2,220 | 新進 |
| Davenport & Co LLC | 2,252 | $22.3 萬 | 0.00% | +2,252 | 新進 |
| Atria Wealth Solutions, Inc. | 2,277 | $22.5 萬 | 0.00% | +2,277 | 新進 |
| Bessemer Group Inc | 2,286 | $22.7 萬 | 0.00% | −408−15.1% | 減碼 |
| Trifecta Capital Advisors, LLC | 2,299 | $22.7 萬 | 0.06% | 00.0% | 不變 |
| Cetera Advisors LLC | 2,308 | $22.8 萬 | 0.00% | +2,308 | 新進 |
| HighPoint Advisor Group LLC | 2,397 | $22.9 萬 | 0.02% | +2,397 | 新進 |
| Landaas & Co | 2,326 | $23.0 萬 | 0.09% | +2,326 | 新進 |
| Annex Advisory Services, LLC | 2,325 | $23.0 萬 | 0.01% | +2,325 | 新進 |
| Patten & Patten Inc | 2,328 | $23.0 萬 | 0.02% | −455−16.3% | 減碼 |
| Focus Financial Network Inc | 2,328 | $23.0 萬 | 0.01% | +2,328 | 新進 |
| Westwood Holdings Group Inc. | 2,336 | $23.1 萬 | 0.00% | +2,336 | 新進 |
| Parallel Advisors, LLC | 2,341 | $23.2 萬 | 0.01% | +67+2.9% | 加碼 |
| Henshaw Capital LLC | 2,391 | $23.7 萬 | 0.01% | +2,391 | 新進 |
| Avantax Advisory Services, Inc. | 2,418 | $23.9 萬 | 0.00% | +2,418 | 新進 |
| Wealth Alliance | 2,424 | $24.0 萬 | 0.03% | +2,424 | 新進 |
| Beverly Hills Private Wealth, LLC | 2,448 | $24.2 萬 | 0.06% | −575−19.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,456 | $24.3 萬 | 0.00% | −1,067−30.3% | 減碼 |
| Lindbrook Capital, LLC | 2,474 | $24.5 萬 | 0.02% | +287+13.1% | 加碼 |
| KPP Advisory Services LLC | 2,487 | $24.6 萬 | 0.22% | +2,487 | 新進 |
| Ameritas Advisory Services, LLC | 2,614 | $24.7 萬 | 0.01% | +2,614 | 新進 |
| CVA Family Office, LLC | 2,513 | $24.9 萬 | 0.05% | −10−0.4% | 減碼 |
| North Star Investment Management Corp. | 2,514 | $24.9 萬 | 0.02% | −40−1.6% | 減碼 |
| Fifth Third Bancorp | 2,599 | $25.7 萬 | 0.00% | +168+6.9% | 加碼 |
| Stevens Capital Management LP | 2,604 | $25.8 萬 | 0.06% | +2,604 | 新進 |
| Fielder Capital Group LLC | 2,643 | $26.2 萬 | 0.16% | +2,643 | 新進 |
| Ballentine Partners, LLC | 2,660 | $26.3 萬 | 0.01% | −147−5.2% | 減碼 |
| Valeo Financial Advisors, LLC | 2,661 | $26.3 萬 | 0.01% | −210−7.3% | 減碼 |
| Archetype Wealth Partners | 2,672 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| Smith, Moore & Co. | 2,758 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| Sierra Summit Advisors LLC | 2,758 | $27.3 萬 | 0.08% | +2,758 | 新進 |
| Independent Advisor Alliance | 2,769 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Five Oceans Advisors | 2,771 | $27.4 萬 | 0.15% | −7−0.3% | 減碼 |
| Southland Equity Partners LLC | 2,772 | $27.4 萬 | 0.09% | +50+1.8% | 加碼 |
| Magnus Financial Group LLC | 2,857 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| AJOVista, LLC | 2,900 | $28.7 萬 | 0.36% | +2,900 | 新進 |
| Enterprise Bank & Trust Co | 2,920 | $28.9 萬 | 0.10% | 00.0% | 不變 |
| Park National Corp | 2,935 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,953 | $29.2 萬 | 0.03% | −1,420−32.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 2,955 | $29.2 萬 | 0.01% | +2,955 | 新進 |
| Diversified Trust Co | 2,959 | $29.3 萬 | 0.01% | −93−3.0% | 減碼 |
| Thompson Investment Management, Inc. | 2,979 | $29.5 萬 | 0.05% | −98−3.2% | 減碼 |
| Cobblestone Capital Advisors LLC | 3,000 | $29.7 萬 | 0.02% | +3,000 | 新進 |
| Chiron Capital Management, LLC | 3,000 | $29.7 萬 | 0.26% | +3,000 | 新進 |
| Wintrust Investments LLC | 3,004 | $29.7 萬 | 0.03% | +3,004 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $30.0 萬 | 0.06% | 00.0% | 不變 |
| Prospera Financial Services Inc | 3,052 | $30.2 萬 | 0.01% | −87−2.8% | 減碼 |
| Brown Brothers Harriman & Co | 3,079 | $30.5 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 3,095 | $30.6 萬 | 0.00% | −265−7.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,102 | $30.7 萬 | 0.00% | −1,030−24.9% | 減碼 |
| 180 Wealth Advisors, LLC | 3,137 | $30.7 萬 | 0.06% | −550−14.9% | 減碼 |
| United Capital Financial Advisers, LLC | 3,107 | $30.7 萬 | 0.00% | +3,107 | 新進 |
| Schechter Investment Advisors, LLC | 3,161 | $31.3 萬 | 0.03% | +116+3.8% | 加碼 |
| Oarsman Capital, Inc. | 3,179 | $31.5 萬 | 0.08% | +100+3.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 3,215 | $31.8 萬 | 0.00% | −1,200−27.2% | 減碼 |
| Thrivent Financial for Lutherans | 3,265 | $32.3 萬 | 0.00% | +3,265 | 新進 |
| Pinebridge Investments, L.P. | 2,509 | $32.9 萬 | 0.00% | −578−18.7% | 減碼 |
| Doliver Advisors, LP | 3,331 | $33.0 萬 | 0.10% | −27−0.8% | 減碼 |
| Captrust Financial Advisors | 3,363 | $33.3 萬 | 0.00% | +58+1.8% | 加碼 |
| Cozad Asset Management Inc | 3,369 | $33.3 萬 | 0.04% | 00.0% | 不變 |
| Vise Technologies, Inc. | 3,495 | $34.6 萬 | 0.07% | +437+14.3% | 加碼 |
| Puzo Michael J | 3,500 | $34.6 萬 | 0.11% | 00.0% | 不變 |
| Pacifica Partners Inc. | 4,130 | $35.1 萬 | 0.17% | +65+1.6% | 加碼 |
| Jamison Private Wealth Management, Inc. | 3,558 | $35.2 萬 | 0.07% | −117−3.2% | 減碼 |
| PDS Planning, Inc | 3,583 | $35.5 萬 | 0.04% | +669+23.0% | 加碼 |
| Trust Co of Vermont | 3,598 | $35.6 萬 | 0.02% | −520−12.6% | 減碼 |
| Brighton Jones LLC | 3,602 | $35.6 萬 | 0.02% | +75+2.1% | 加碼 |
| KLCM Advisors, Inc. | 3,663 | $36.2 萬 | 0.06% | +45+1.2% | 加碼 |
| Qtron Investments LLC | 3,658 | $36.4 萬 | 0.06% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 3,700 | $36.6 萬 | 0.02% | −600−14.0% | 減碼 |
| Quantinno Capital Management LP | 3,731 | $36.9 萬 | 0.01% | −12,646−77.2% | 減碼 |
| Johnson Investment Counsel Inc | 3,780 | $37.4 萬 | 0.00% | +32+0.9% | 加碼 |
| Camden Capital, LLC | 3,850 | $38.1 萬 | 0.04% | +3,850 | 新進 |
| Harbour Investments, Inc. | 3,885 | $38.4 萬 | 0.02% | +562+16.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,900 | $38.6 萬 | 0.00% | −33,664−89.6% | 減碼 |
| First Affirmative Financial Network | 3,928 | $38.9 萬 | 0.31% | −159−3.9% | 減碼 |
| Boltwood Capital Management | 4,000 | $39.6 萬 | 0.13% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 4,000 | $39.6 萬 | 0.22% | 00.0% | 不變 |
| Commerce Bank | 4,003 | $39.6 萬 | 0.00% | −34−0.8% | 減碼 |
| Swiss Life Asset Management Ltd | 3,976 | $40.0 萬 | 0.00% | +290+7.9% | 加碼 |