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。
其他股別AIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
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 |
|---|---|---|---|---|---|
| Ellenbecker Investment Group | 4,105 | $40.6 萬 | 0.09% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 4,153 | $41.1 萬 | 0.01% | +10.0% | 加碼 |
| Pensionmark Financial Group, LLC | 4,189 | $41.4 萬 | 0.05% | +4,189 | 新進 |
| Gulf International Bank (UK) Ltd | 4,203 | $41.6 萬 | 0.01% | −1,020−19.5% | 減碼 |
| XTX Topco Ltd | 4,286 | $42.4 萬 | 0.09% | +4,286 | 新進 |
| Biltmore Family Office, LLC | 4,334 | $42.9 萬 | 0.09% | +54+1.3% | 加碼 |
| David R. Rahn & Associates Inc. | 4,350 | $43.0 萬 | 0.18% | −250−5.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,445 | $44.0 萬 | 0.05% | −28−0.6% | 減碼 |
| Rowland & Co Investment Counsel | 4,476 | $44.3 萬 | 0.10% | 00.0% | 不變 |
| Credit Agricole S A | 4,490 | $44.4 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 4,547 | $45.0 萬 | 0.01% | +167+3.8% | 加碼 |
| Bayesian Capital Management, LP | 4,563 | $45.1 萬 | 0.05% | +4,563 | 新進 |
| Operose Advisors LLC | 4,578 | $45.3 萬 | 0.18% | +2,819+160.3% | 加碼 |
| Baskin Financial Services Inc. | 4,587 | $45.4 萬 | 0.04% | −1,987−30.2% | 減碼 |
| Brinker Capital Investments, LLC | 4,678 | $46.1 萬 | 0.01% | −536−10.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,678 | $46.1 萬 | 0.01% | −536−10.3% | 減碼 |
| Prudential Financial Inc | 4,770 | $47.2 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 4,866 | $48.1 萬 | 0.01% | +36+0.7% | 加碼 |
| Intrua Financial, LLC | 4,921 | $48.7 萬 | 0.08% | +854+21.0% | 加碼 |
| Patten Group, Inc. | 4,984 | $49.3 萬 | 0.13% | −188−3.6% | 減碼 |
| Zacks Investment Management | 4,988 | $49.4 萬 | 0.01% | −2,738−35.4% | 減碼 |
| Silverlake Wealth Management LLC | 5,022 | $49.7 萬 | 0.27% | +580+13.1% | 加碼 |
| Nwam LLC | 5,136 | $50.8 萬 | 0.04% | −996−16.2% | 減碼 |
| Financial Counselors Inc | 5,275 | $52.2 萬 | 0.01% | 00.0% | 不變 |
| Virtu Financial LLC | 5,302 | $52.5 萬 | 0.04% | +5,302 | 新進 |
| Evergreen Capital Management LLC | 5,382 | $53.2 萬 | 0.02% | +1,878+53.6% | 加碼 |
| Forum Financial Management, LP | 5,477 | $54.2 萬 | 0.01% | −877−13.8% | 減碼 |
| NBC Securities, Inc. | 5,613 | $55.5 萬 | 0.06% | −1,534−21.5% | 減碼 |
| Oppenheimer & Co Inc | 5,615 | $55.6 萬 | 0.01% | −356−6.0% | 減碼 |
| Group One Trading, L.P. | 5,647 | $55.9 萬 | 0.02% | −9,062−61.6% | 減碼 |
| Beacon Financial Group | 5,706 | $56.5 萬 | 0.07% | −91−1.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,739 | $56.8 萬 | 0.04% | +116+2.1% | 加碼 |
| Busey Wealth Management | 6,000 | $59.4 萬 | 0.02% | −100−1.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,062 | $60.0 萬 | 0.01% | −12−0.2% | 減碼 |
| Gradient Investments LLC | 6,161 | $61.0 萬 | 0.01% | +1,051+20.6% | 加碼 |
| Engineers Gate Manager LP | 6,163 | $61.5 萬 | 0.02% | +6,163 | 新進 |
| Syon Capital LLC | 6,269 | $62.0 萬 | 0.06% | +892+16.6% | 加碼 |
| Burney Co | 6,369 | $63.0 萬 | 0.03% | +67+1.1% | 加碼 |
| Cerity Partners LLC | 6,459 | $63.9 萬 | 0.00% | +6,459 | 新進 |
| Harbour Trust & Investment Management Co | 6,526 | $64.6 萬 | 0.09% | +6,526 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,613 | $65.2 萬 | 0.01% | −1,332−16.8% | 減碼 |
| Pacer Advisors, Inc. | 6,622 | $65.5 萬 | 0.00% | +126+1.9% | 加碼 |
| STRS Ohio | 6,624 | $65.8 萬 | 0.00% | 00.0% | 不變 |
| Ti-Trust, Inc | 6,692 | $66.2 萬 | 0.58% | 00.0% | 不變 |
| Dixon Mitchell Investment Counsel Inc. | 6,762 | $68.0 萬 | 0.04% | +322+5.0% | 加碼 |
| UniSuper Management Pty Ltd | 5,200 | $68.2 萬 | 0.01% | 00.0% | 不變 |
| Quantbot Technologies LP | 7,080 | $70.0 萬 | 0.04% | +1,676+31.0% | 加碼 |
| MQS Management LLC | 7,107 | $70.3 萬 | 0.39% | +1,365+23.8% | 加碼 |
| Kestra Advisory Services, LLC | 7,220 | $71.4 萬 | 0.01% | −1,099−13.2% | 減碼 |
| AXA S.A. | 7,416 | $73.4 萬 | 0.00% | −124,451−94.4% | 減碼 |
| Jefferies Financial Group Inc. | 7,492 | $74.1 萬 | 0.01% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 7,645 | $75.6 萬 | 0.09% | −1,580−17.1% | 減碼 |
| HRT Financial LP | 7,657 | $75.7 萬 | 0.01% | +7,657 | 新進 |
| Veriti Management LLC | 7,670 | $75.9 萬 | 0.07% | +312+4.2% | 加碼 |
| Foster & Motley Inc | 7,703 | $76.2 萬 | 0.06% | −6,859−47.1% | 減碼 |
| Signaturefd, LLC | 7,801 | $77.2 萬 | 0.02% | −1,076−12.1% | 減碼 |
| Crescent Grove Advisors, LLC | 7,849 | $77.7 萬 | 0.09% | −805−9.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 7,900 | $78.2 萬 | 0.00% | −500−6.0% | 減碼 |
| Vaughan & Co Securities, Inc. | 8,082 | $80.0 萬 | 0.54% | +1,988+32.6% | 加碼 |
| Ipswich Investment Management Co., Inc. | 8,139 | $80.5 萬 | 0.20% | −90−1.1% | 減碼 |
| Berger Financial Group, Inc | 8,331 | $82.4 萬 | 0.09% | −200−2.3% | 減碼 |
| JustInvest LLC | 8,389 | $83.0 萬 | 0.02% | −1,115−11.7% | 減碼 |
| Ritholtz Wealth Management | 8,430 | $83.4 萬 | 0.03% | −526−5.9% | 減碼 |
| ICA Group Wealth Management, LLC | 8,450 | $83.6 萬 | 0.19% | 00.0% | 不變 |
| Louisbourg Investments Inc. | 8,428 | $83.8 萬 | 0.25% | +8,428 | 新進 |
| JCIC Asset Management Inc. | 8,495 | $84.1 萬 | 0.38% | +223+2.7% | 加碼 |
| Mercer Global Advisors Inc | 8,614 | $85.2 萬 | 0.00% | −395−4.4% | 減碼 |
| State Street Corp | 8,912 | $88.2 萬 | 0.00% | 00.0% | 不變 |
| North Star Asset Management Inc | 8,954 | $88.6 萬 | 0.05% | −25−0.3% | 減碼 |
| Mairs & Power Inc | 9,000 | $89.0 萬 | 0.01% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 9,200 | $91.0 萬 | 0.00% | +9,200 | 新進 |
| Ashton Thomas Private Wealth, LLC | 9,287 | $91.9 萬 | 0.06% | −353−3.7% | 減碼 |
| First American Bank | 9,360 | $92.6 萬 | 0.08% | −1,757−15.8% | 減碼 |
| Cresset Asset Management, LLC | 9,538 | $94.4 萬 | 0.01% | +182+1.9% | 加碼 |
| Davis-Rea Ltd. | 9,534 | $94.6 萬 | 0.48% | −2,148−18.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $95.0 萬 | 0.00% | +9,500 | 新進 |
| Ignite Planners, LLC | 9,767 | $95.6 萬 | 0.28% | −858−8.1% | 減碼 |
| Capital World Investors | 9,749 | $96.5 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 9,766 | $96.6 萬 | 0.05% | 00.0% | 不變 |
| Probity Advisors, Inc. | 9,787 | $96.8 萬 | 0.21% | −161−1.6% | 減碼 |
| David Loasby | 10,204 | $99.6 萬 | 0.11% | −1,412−12.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 10,181 | $100.7 萬 | 0.00% | −593−5.5% | 減碼 |
| Cetera Advisor Networks LLC | 10,304 | $101.9 萬 | 0.01% | −425−4.0% | 減碼 |
| Ativo Capital Management LLC | 10,441 | $103.3 萬 | 1.10% | −97−0.9% | 減碼 |
| Victory Capital Management Inc | 10,483 | $103.7 萬 | 0.00% | −1,576−13.1% | 減碼 |
| Rodgers Brothers Inc. | 10,975 | $108.6 萬 | 0.17% | 00.0% | 不變 |
| D.A. Davidson & Co. | 11,014 | $109.0 萬 | 0.01% | +786+7.7% | 加碼 |
| Blair William & Co | 11,175 | $110.6 萬 | 0.00% | −77−0.7% | 減碼 |
| Texas Yale Capital Corp. | 11,376 | $112.6 萬 | 0.05% | +728+6.8% | 加碼 |
| Duality Advisers, LP | 11,999 | $118.7 萬 | 0.13% | +11,999 | 新進 |
| Northwestern Mutual Wealth Management Co | 12,135 | $120.1 萬 | 0.00% | +850+7.5% | 加碼 |
| Rockefeller Capital Management L.P. | 12,333 | $122.0 萬 | 0.00% | +12,333 | 新進 |
| Yousif Capital Management, LLC | 12,517 | $123.8 萬 | 0.01% | +750+6.4% | 加碼 |
| Barclays PLC | 12,940 | $128.0 萬 | 0.00% | +9,848+318.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 13,068 | $129.3 萬 | 0.01% | −238−1.8% | 減碼 |
| Cigna Investments Inc | 13,487 | $134.2 萬 | 0.28% | +33+0.2% | 加碼 |
| Associated Banc-Corp | 13,699 | $135.5 萬 | 0.05% | −170−1.2% | 減碼 |
| Curbstone Financial Management Corp | 13,734 | $135.9 萬 | 0.31% | +100+0.7% | 加碼 |
| IFG Advisory, LLC | 13,771 | $136.3 萬 | 0.10% | −7−0.1% | 減碼 |
| Midland Wealth Advisors LLC | 13,992 | $138.4 萬 | 0.09% | +13,992 | 新進 |