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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 14,017 | $138.7 萬 | 0.00% | −1,562−10.0% | 減碼 |
| Pathstone Holdings, LLC | 14,049 | $139.9 萬 | 0.01% | +14,049 | 新進 |
| Naples Global Advisors, LLC | 14,570 | $144.2 萬 | 0.16% | 00.0% | 不變 |
| Wolverine Trading, LLC | 14,619 | $144.6 萬 | 0.01% | −10,116−40.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,181 | $150.2 萬 | 0.00% | −615−3.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 15,629 | $154.6 萬 | 0.00% | +15,629 | 新進 |
| Advisors Asset Management, Inc. | 16,043 | $158.7 萬 | 0.03% | −1,105−6.4% | 減碼 |
| Nexus Investment Management ULC | 16,544 | $164.2 萬 | 0.17% | 00.0% | 不變 |
| Studio Investment Management LLC | 17,018 | $168.4 萬 | 0.43% | +16,888+12,990.8% | 加碼 |
| Truist Financial Corp | 17,267 | $170.8 萬 | 0.00% | −2,698−13.5% | 減碼 |
| CenterBook Partners LP | 17,275 | $170.9 萬 | 0.21% | +17,275 | 新進 |
| Employees Provident Fund Board | 18,200 | $181.0 萬 | 0.04% | 00.0% | 不變 |
| Keybank National Association | 18,389 | $181.9 萬 | 0.01% | +18,389 | 新進 |
| NorthRock Partners, LLC | 19,117 | $189.1 萬 | 0.08% | +2,432+14.6% | 加碼 |
| Wetherby Asset Management Inc | 19,398 | $191.9 萬 | 0.10% | −1,087−5.3% | 減碼 |
| Man Group plc | 19,489 | $192.9 萬 | 0.01% | – | – |
| Capital Fund Management S.A. | 19,647 | $194.4 萬 | 0.02% | +9,163+87.4% | 加碼 |
| Private Advisor Group, LLC | 20,332 | $201.2 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 20,373 | $201.6 萬 | 0.03% | +339+1.7% | 加碼 |
| MML Investors Services, LLC | 20,386 | $201.7 萬 | 0.01% | −3,038−13.0% | 減碼 |
| Pinnacle Associates Ltd | 20,500 | $202.8 萬 | 0.03% | +5,500+36.7% | 加碼 |
| Assenagon Asset Management S.A. | 20,227 | $203.3 萬 | 0.01% | −22,558−52.7% | 減碼 |
| Capital Group Private Client Services, Inc. | 21,077 | $208.6 萬 | 0.02% | −2,202−9.5% | 減碼 |
| Gries Financial LLC | 21,309 | $210.8 萬 | 0.46% | −137−0.6% | 減碼 |
| Gold Investment Management Ltd. | 21,736 | $215.1 萬 | 0.92% | +21,736 | 新進 |
| US Bancorp | 21,794 | $215.6 萬 | 0.00% | −1,576−6.7% | 減碼 |
| Cumberland Partners Ltd | 25,603 | $224.6 萬 | 0.21% | +5,700+28.6% | 加碼 |
| Resources Management Corp | 22,864 | $226.2 萬 | 0.34% | −100.0% | 減碼 |
| APG Asset Management N.V. | 25,140 | $226.3 萬 | 0.00% | +1,465+6.2% | 加碼 |
| Shell Asset Management Co | 23,491 | $236.1 萬 | 0.11% | −6,300−21.1% | 減碼 |
| Maryland State Retirement & Pension System | 24,568 | $245.8 萬 | 0.05% | +209+0.9% | 加碼 |
| Principal Financial Group Inc | 25,200 | $250.6 萬 | 0.00% | +8,528+51.2% | 加碼 |
| Mariner, LLC | 25,419 | $251.5 萬 | 0.01% | +1,773+7.5% | 加碼 |
| Creative Planning | 26,245 | $259.7 萬 | 0.00% | −3,140−10.7% | 減碼 |
| Barometer Capital Management Inc. | 20,240 | $265.1 萬 | 0.75% | +20,240 | 新進 |
| WoodTrust Financial Corp | 27,145 | $268.6 萬 | 0.46% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 27,785 | $274.9 萬 | 0.01% | −134,720−82.9% | 減碼 |
| HighTower Advisors, LLC | 28,154 | $279.0 萬 | 0.00% | −3,264−10.4% | 減碼 |
| Advisor Group Holdings, Inc. | 28,232 | $279.5 萬 | 0.00% | −5,221−15.6% | 減碼 |
| Ostrum Asset Management | 28,475 | $283.1 萬 | 0.25% | −1,961−6.4% | 減碼 |
| Metis Global Partners, LLC | 29,273 | $289.6 萬 | 0.12% | −3,976−12.0% | 減碼 |
| Hillsdale Investment Management Inc. | 29,647 | $293.5 萬 | 0.24% | −14,200−32.4% | 減碼 |
| Harvest Portfolios Group Inc. | 30,505 | $301.8 萬 | 0.13% | −401−1.3% | 減碼 |
| Silver Lake Advisory, LLC | 30,866 | $305.4 萬 | 1.71% | 00.0% | 不變 |
| AE Wealth Management LLC | 32,175 | $311.6 萬 | 0.02% | −1,395−4.2% | 減碼 |
| CI Private Wealth, LLC | 32,603 | $322.6 萬 | 0.01% | +13,718+72.6% | 加碼 |
| Canoe Financial LP | 32,605 | $322.6 萬 | 0.06% | −2,500−7.1% | 減碼 |
| Squarepoint Ops LLC | 33,198 | $328.5 萬 | 0.01% | +5,216+18.6% | 加碼 |
| Marathon Capital Management | 34,529 | $341.6 萬 | 0.86% | −30,345−46.8% | 減碼 |
| Baird Financial Group, Inc. | 35,630 | $352.5 萬 | 0.01% | −401−1.1% | 減碼 |
| Natixis Advisors, L.P. | 37,941 | $375.3 萬 | 0.01% | +4,561+13.7% | 加碼 |
| Azimuth Capital Investment Management LLC | 38,055 | $376.5 萬 | 0.17% | −2,340−5.8% | 減碼 |
| Envestnet Asset Management Inc | 39,773 | $393.5 萬 | 0.00% | −1,684−4.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 43,263 | $428.0 萬 | 0.01% | −2,016−4.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 43,804 | $438.1 萬 | 0.06% | −180,500−80.5% | 減碼 |
| NBT Bank N A | 45,436 | $449.5 萬 | 0.35% | +41,811+1,153.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 45,976 | $454.9 萬 | 0.09% | +2,038+4.6% | 加碼 |
| Allianz Asset Management GmbH | 45,662 | $458.9 萬 | 0.01% | −101,076−68.9% | 減碼 |
| Ensign Peak Advisors, Inc | 48,729 | $473.4 萬 | 0.01% | +4,500+10.2% | 加碼 |
| Alliancebernstein L.P. | 51,875 | $513.3 萬 | 0.00% | +294+0.6% | 加碼 |
| Caldwell Investment Management Ltd. | 51,800 | $513.5 萬 | 3.95% | +51,800 | 新進 |
| Rathbone Brothers plc | 51,923 | $516.3 萬 | 0.03% | +187+0.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 53,561 | $529.9 萬 | 0.06% | +684+1.3% | 加碼 |
| Stifel Financial Corp | 53,779 | $532.1 萬 | 0.01% | −1,473−2.7% | 減碼 |
| PCJ Investment Counsel Ltd. | 54,511 | $539.4 萬 | 2.08% | +8,700+19.0% | 加碼 |
| Commonwealth Equity Services, LLC | 54,828 | $542.5 萬 | 0.01% | +2,227+4.2% | 加碼 |
| Romano Brothers and Company | 55,046 | $544.6 萬 | 0.81% | −1,310−2.3% | 減碼 |
| Dana Investment Advisors, Inc. | 56,641 | $560.4 萬 | 0.27% | −352−0.6% | 減碼 |
| LPL Financial LLC | 58,475 | $578.6 萬 | 0.00% | +610+1.1% | 加碼 |
| M&T Bank Corp | 59,268 | $587.3 萬 | 0.02% | −408−0.7% | 減碼 |
| Ossiam | 60,978 | $606.3 萬 | 0.10% | +14,550+31.3% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 63,415 | $634.5 萬 | 0.43% | −15,196−19.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 66,272 | $656.6 萬 | 0.03% | −6,641−9.1% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 69,216 | $685.0 萬 | 2.30% | +3,162+4.8% | 加碼 |
| Northwest Bancshares, Inc. | 71,957 | $711.9 萬 | 1.30% | +3,298+4.8% | 加碼 |
| Ameriprise Financial Inc | 71,869 | $806.2 萬 | 0.00% | −2,236−3.0% | 減碼 |
| K.J. Harrison & Partners Inc | 81,729 | $810.2 萬 | 1.37% | +18,056+28.4% | 加碼 |
| Federated Hermes, Inc. | 84,337 | $834.4 萬 | 0.02% | −4,162−4.7% | 減碼 |
| Raymond James & Associates | 84,492 | $836.0 萬 | 0.01% | +1,409+1.7% | 加碼 |
| Millennium Management LLC | 85,556 | $846.5 萬 | 0.01% | +80,462+1,579.5% | 加碼 |
| Utah Retirement Systems | 85,272 | $847.9 萬 | 0.11% | +1,700+2.0% | 加碼 |
| Royal London Asset Management Ltd | 90,228 | $892.7 萬 | 0.03% | +1,210+1.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 93,287 | $923.2 萬 | 0.05% | +1,400+1.5% | 加碼 |
| American Assets Investment Management, LLC | 96,000 | $949.8 萬 | 0.98% | 00.0% | 不變 |
| USS Investment Management Ltd | 104,609 | $1,035 萬 | 0.09% | −5,757−5.2% | 減碼 |
| Janus Henderson Group PLC | 105,587 | $1,049 萬 | 0.01% | +25,934+32.6% | 加碼 |
| Wellington Management Group LLP | 106,621 | $1,060 萬 | 0.00% | −19,306−15.3% | 減碼 |
| Van Eck Associates Corp | 108,370 | $1,084 萬 | 0.02% | +9,501+9.6% | 加碼 |
| Wells Fargo & Company | 108,599 | $1,087 萬 | 0.00% | −20,551−15.9% | 減碼 |
| St Germain D J Co Inc | 114,668 | $1,135 萬 | 0.59% | −8,955−7.2% | 減碼 |
| Northwest & Ethical Investments L.P. | 119,143 | $1,179 萬 | 0.36% | +34,440+40.7% | 加碼 |
| Capital International Inc | 121,062 | $1,198 萬 | 0.19% | −581−0.5% | 減碼 |
| American Century Companies Inc | 121,354 | $1,201 萬 | 0.01% | +11,009+10.0% | 加碼 |
| Voloridge Investment Management, LLC | 136,595 | $1,351 萬 | 0.05% | +67,330+97.2% | 加碼 |
| Portland Investment Counsel Inc. | 136,997 | $1,356 萬 | 4.85% | −86,215−38.6% | 減碼 |
| Vontobel Holding Ltd. | 138,921 | $1,375 萬 | 0.12% | −62,396−31.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 143,664 | $1,422 萬 | 0.19% | +3,343+2.4% | 加碼 |
| Investment Management Corp of Ontario | 152,688 | $1,511 萬 | 0.37% | +64,000+72.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 161,035 | $1,582 萬 | 0.03% | −16,959−9.5% | 減碼 |
| Burgundy Asset Management Ltd. | 160,000 | $1,586 萬 | 0.18% | +10,000+6.7% | 加碼 |