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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2024 年第 1 季 13F 持有人
Bank of Montreal 在 2024/3/31 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
- 492
- 較 2023 年第 4 季 +8 家
- 持有股數
- 3.49 億
- 較 2023 年第 4 季 +712.1 萬 (+2.1%)
- 總市值
- $341.4 億
- 較 2023 年第 4 季 +$2.53 億 (+0.7%)
- 新進機構
- 52
- 另有 179 家加碼
- 清倉機構
- 44
- 另有 148 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 1,430 | $14.0 萬 | 0.00% | +100+7.5% | 加碼 |
| Caldwell Trust Co | 1,500 | $14.7 萬 | 0.02% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,624 | $15.9 萬 | 0.00% | +1,624 | 新進 |
| Brown Shipley& Co Ltd | 1,643 | $16.0 萬 | 0.05% | +1,643 | 新進 |
| Quadrant Capital Group LLC | 1,665 | $16.3 萬 | 0.01% | −24−1.4% | 減碼 |
| Studio Investment Management LLC | 1,668 | $16.3 萬 | 0.04% | −15,350−90.2% | 減碼 |
| GAMMA Investing LLC | 1,740 | $17.0 萬 | 0.03% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,965 | $19.2 萬 | 0.01% | +288+17.2% | 加碼 |
| Westover Capital Advisors, LLC | 2,000 | $19.5 萬 | 0.06% | +2,000 | 新進 |
| Two Sigma Securities, LLC | 2,063 | $20.2 萬 | 0.01% | +2,063 | 新進 |
| SNS Financial Group, LLC | 2,064 | $20.2 萬 | 0.02% | +7+0.3% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $20.3 萬 | 0.06% | 00.0% | 不變 |
| Firestone Capital Management | 2,100 | $20.5 萬 | 0.06% | 00.0% | 不變 |
| Davenport & Co LLC | 2,108 | $20.6 萬 | 0.00% | −144−6.4% | 減碼 |
| Townsend & Associates, Inc | 2,225 | $20.9 萬 | 0.02% | 00.0% | 不變 |
| Virtu Financial LLC | 2,150 | $21.0 萬 | 0.02% | −3,152−59.4% | 減碼 |
| Independent Financial Group, LLC | 2,156 | $21.1 萬 | 0.01% | 00.0% | 不變 |
| Investors Research Corp | 2,157 | $21.1 萬 | 0.05% | 00.0% | 不變 |
| Bogart Wealth, LLC | 2,202 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| REDW Wealth LLC | 2,220 | $21.7 萬 | 0.06% | 00.0% | 不變 |
| Wrapmanager Inc | 2,231 | $21.8 萬 | 0.06% | +173+8.4% | 加碼 |
| PEAK6 Investments LLC | 2,241 | $21.9 萬 | 0.01% | +2,241 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,281 | $22.3 萬 | 0.00% | −175−7.1% | 減碼 |
| RMB Capital Management, LLC | 2,299 | $22.5 萬 | 0.01% | +220+10.6% | 加碼 |
| Trifecta Capital Advisors, LLC | 2,299 | $22.5 萬 | 0.05% | 00.0% | 不變 |
| Landaas & Co | 2,326 | $22.7 萬 | 0.07% | 00.0% | 不變 |
| Patten & Patten Inc | 2,328 | $22.7 萬 | 0.02% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 2,331 | $22.8 萬 | 0.01% | +2,331 | 新進 |
| Westwood Holdings Group Inc. | 2,336 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 2,419 | $22.8 萬 | 0.02% | +22+0.9% | 加碼 |
| Checchi Capital Advisers, LLC | 2,368 | $23.1 萬 | 0.02% | +193+8.9% | 加碼 |
| Ameritas Advisory Services, LLC | 2,568 | $23.3 萬 | 0.01% | −46−1.8% | 減碼 |
| KPP Advisory Services LLC | 2,403 | $23.5 萬 | 0.06% | −84−3.4% | 減碼 |
| Annex Advisory Services, LLC | 2,423 | $23.7 萬 | 0.01% | +98+4.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 2,479 | $24.2 萬 | 0.01% | −476−16.1% | 減碼 |
| CVA Family Office, LLC | 2,513 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| North Star Investment Management Corp. | 2,516 | $24.6 萬 | 0.02% | +2+0.1% | 加碼 |
| Lindbrook Capital, LLC | 2,520 | $24.6 萬 | 0.02% | +46+1.9% | 加碼 |
| Valeo Financial Advisors, LLC | 2,681 | $24.9 萬 | 0.01% | +20+0.8% | 加碼 |
| Fifth Third Bancorp | 2,549 | $24.9 萬 | 0.00% | −50−1.9% | 減碼 |
| Old National Bancorp | 2,558 | $25.0 萬 | 0.01% | +2,558 | 新進 |
| Atria Wealth Solutions, Inc. | 2,559 | $25.0 萬 | 0.00% | +282+12.4% | 加碼 |
| Grey Street Capital, LLC | 2,635 | $25.7 萬 | 0.03% | +2,635 | 新進 |
| Fielder Capital Group LLC | 2,643 | $25.8 萬 | 0.12% | 00.0% | 不變 |
| Henshaw Capital LLC | 2,662 | $26.0 萬 | 0.01% | +271+11.3% | 加碼 |
| Bahl & Gaynor Inc | 2,667 | $26.1 萬 | 0.00% | +2,667 | 新進 |
| Archetype Wealth Partners | 2,672 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Cipher Capital LP | 2,682 | $26.2 萬 | 0.12% | +2,682 | 新進 |
| Engineers Gate Manager LP | 2,700 | $26.4 萬 | 0.01% | −3,463−56.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,701 | $26.4 萬 | 0.00% | −25,084−90.3% | 減碼 |
| Smith, Moore & Co. | 2,758 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,769 | $27.1 萬 | 0.01% | +428+18.3% | 加碼 |
| Guggenheim Capital LLC | 2,773 | $27.1 萬 | 0.00% | +2,773 | 新進 |
| Five Oceans Advisors | 2,774 | $27.1 萬 | 0.14% | +3+0.1% | 加碼 |
| 180 Wealth Advisors, LLC | 2,808 | $27.4 萬 | 0.05% | −329−10.5% | 減碼 |
| Magnus Financial Group LLC | 2,857 | $27.9 萬 | 0.03% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 2,864 | $28.0 萬 | 0.00% | −243−7.8% | 減碼 |
| Southland Equity Partners LLC | 2,865 | $28.0 萬 | 0.08% | +93+3.4% | 加碼 |
| Sierra Summit Advisors LLC | 2,884 | $28.2 萬 | 0.08% | +126+4.6% | 加碼 |
| Atomi Financial Group, Inc. | 2,885 | $28.2 萬 | 0.03% | +2,885 | 新進 |
| Beverly Hills Private Wealth, LLC | 2,885 | $28.2 萬 | 0.07% | +437+17.9% | 加碼 |
| Enterprise Bank & Trust Co | 2,920 | $28.5 萬 | 0.10% | 00.0% | 不變 |
| Park National Corp | 2,935 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Trust Co NA | 2,945 | $28.8 萬 | 0.00% | +869+41.9% | 加碼 |
| Diversified Trust Co | 2,959 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,964 | $29.0 萬 | 0.03% | +11+0.4% | 加碼 |
| Thompson Investment Management, Inc. | 2,968 | $29.0 萬 | 0.04% | −11−0.4% | 減碼 |
| Cobblestone Capital Advisors LLC | 3,000 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| Doliver Advisors, LP | 3,008 | $29.4 萬 | 0.08% | −323−9.7% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $29.6 萬 | 0.05% | 00.0% | 不變 |
| Hartline Investment Corp | 3,035 | $29.6 萬 | 0.05% | +3,035 | 新進 |
| Prospera Financial Services Inc | 3,058 | $29.9 萬 | 0.01% | +6+0.2% | 加碼 |
| Brown Brothers Harriman & Co | 3,079 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Wintrust Investments LLC | 3,103 | $30.3 萬 | 0.03% | +99+3.3% | 加碼 |
| Captrust Financial Advisors | 3,104 | $30.3 萬 | 0.00% | −259−7.7% | 減碼 |
| Cozad Asset Management Inc | 3,209 | $31.3 萬 | 0.03% | −160−4.7% | 減碼 |
| Foster & Motley Inc | 3,351 | $32.7 萬 | 0.02% | −4,352−56.5% | 減碼 |
| Pinebridge Investments, L.P. | 2,509 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,429 | $33.5 萬 | 0.00% | +327+10.5% | 加碼 |
| Schechter Investment Advisors, LLC | 3,450 | $33.7 萬 | 0.03% | +289+9.1% | 加碼 |
| Ballentine Partners, LLC | 3,474 | $33.9 萬 | 0.01% | +814+30.6% | 加碼 |
| Puzo Michael J | 3,500 | $34.2 萬 | 0.09% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 3,558 | $34.8 萬 | 0.06% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 3,600 | $35.2 萬 | 0.04% | +3,600 | 新進 |
| Brighton Jones LLC | 3,606 | $35.2 萬 | 0.01% | +4+0.1% | 加碼 |
| Trust Co of Vermont | 3,618 | $35.3 萬 | 0.02% | +20+0.6% | 加碼 |
| Pegasus Partners Ltd. | 3,645 | $35.6 萬 | 0.04% | −4,000−52.3% | 減碼 |
| Qtron Investments LLC | 3,658 | $35.7 萬 | 0.05% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 3,663 | $35.8 萬 | 0.05% | 00.0% | 不變 |
| PDS Planning, Inc | 3,674 | $35.9 萬 | 0.04% | +91+2.5% | 加碼 |
| Pensionmark Financial Group, LLC | 3,689 | $36.0 萬 | 0.05% | −500−11.9% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 3,700 | $36.1 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 3,722 | $36.4 萬 | 0.00% | +3,722 | 新進 |
| Independent Advisor Alliance | 3,800 | $37.1 萬 | 0.01% | +1,031+37.2% | 加碼 |
| Quilter Plc | 3,850 | $37.6 萬 | 0.01% | +3,850 | 新進 |
| Camden Capital, LLC | 3,850 | $37.6 萬 | 0.03% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 3,855 | $37.7 萬 | 0.00% | +3,855 | 新進 |
| First Affirmative Financial Network | 3,917 | $38.3 萬 | 0.28% | −11−0.3% | 減碼 |
| Merit Financial Group, LLC | 4,223 | $38.5 萬 | 0.01% | +4,223 | 新進 |
| Boltwood Capital Management | 4,000 | $39.1 萬 | 0.12% | 00.0% | 不變 |