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 |
|---|---|---|---|---|---|
| Watershed Private Wealth LLC | 4,000 | $39.1 萬 | 0.17% | 00.0% | 不變 |
| Operose Advisors LLC | 4,001 | $39.1 萬 | 0.13% | −577−12.6% | 減碼 |
| Commerce Bank | 4,003 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 4,009 | $39.2 萬 | 0.00% | +1,591+65.8% | 加碼 |
| Ibex Wealth Advisors | 4,663 | $42.2 萬 | 0.11% | +4,660+155,333.3% | 加碼 |
| Biltmore Family Office, LLC | 4,334 | $42.3 萬 | 0.08% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 4,350 | $42.5 萬 | 0.17% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 4,422 | $43.2 萬 | 0.05% | −23−0.5% | 減碼 |
| Baskin Financial Services Inc. | 4,430 | $43.2 萬 | 0.04% | −157−3.4% | 減碼 |
| Silverlake Wealth Management LLC | 4,427 | $43.2 萬 | 0.22% | −595−11.8% | 減碼 |
| Rowland & Co Investment Counsel | 4,476 | $43.7 萬 | 0.09% | 00.0% | 不變 |
| Patten Group, Inc. | 4,484 | $43.8 萬 | 0.11% | −500−10.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,500 | $44.0 萬 | 0.00% | +600+15.4% | 加碼 |
| Ellenbecker Investment Group | 4,505 | $44.0 萬 | 0.09% | +400+9.7% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 4,508 | $44.0 萬 | 0.36% | +2,408+114.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 4,535 | $44.2 萬 | 0.01% | +332+7.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 4,582 | $44.8 萬 | 0.01% | +35+0.8% | 加碼 |
| Integrated Wealth Concepts LLC | 4,636 | $45.3 萬 | 0.01% | −230−4.7% | 減碼 |
| Credit Agricole S A | 4,991 | $45.4 萬 | 0.01% | +501+11.2% | 加碼 |
| Portland Investment Counsel Inc. | 8,000 | $45.5 萬 | 0.25% | −128,997−94.2% | 減碼 |
| Prudential Financial Inc | 4,770 | $46.6 萬 | 0.00% | 00.0% | 不變 |
| Passumpsic Savings Bank | 4,784 | $46.7 萬 | 0.30% | +4,784 | 新進 |
| Nwam LLC | 5,139 | $47.3 萬 | 0.04% | +3+0.1% | 加碼 |
| Nebula Research & Development LLC | 4,895 | $47.8 萬 | 0.10% | +4,895 | 新進 |
| Brinker Capital Investments, LLC | 4,902 | $47.9 萬 | 0.01% | +224+4.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,902 | $47.9 萬 | 0.01% | +224+4.8% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 5,002 | $48.3 萬 | 0.03% | +5,002 | 新進 |
| Zacks Investment Management | 4,988 | $48.7 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 5,025 | $49.1 萬 | 0.01% | −590−10.5% | 減碼 |
| Intrua Financial, LLC | 5,125 | $50.1 萬 | 0.08% | +204+4.1% | 加碼 |
| Financial Counselors Inc | 5,271 | $51.5 萬 | 0.01% | −4−0.1% | 減碼 |
| Vise Technologies, Inc. | 5,327 | $52.0 萬 | 0.10% | +1,832+52.4% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 5,387 | $52.6 萬 | 0.03% | −1,375−20.3% | 減碼 |
| NBC Securities, Inc. | 5,441 | $53.1 萬 | 0.05% | −172−3.1% | 減碼 |
| Forum Financial Management, LP | 5,477 | $53.5 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 5,541 | $54.1 萬 | 0.00% | −27,657−83.3% | 減碼 |
| Capstone Investment Advisors, LLC | 5,547 | $54.2 萬 | 0.01% | +5,547 | 新進 |
| Evergreen Capital Management LLC | 5,607 | $54.8 萬 | 0.02% | +225+4.2% | 加碼 |
| Gradient Investments LLC | 5,622 | $54.9 萬 | 0.01% | −539−8.7% | 減碼 |
| Burney Co | 5,793 | $56.6 萬 | 0.02% | −576−9.0% | 減碼 |
| Harbour Investments, Inc. | 5,967 | $58.3 萬 | 0.02% | +2,082+53.6% | 加碼 |
| Busey Wealth Management | 6,000 | $58.6 萬 | 0.02% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 6,058 | $59.2 萬 | 0.02% | +1,905+45.9% | 加碼 |
| Simplex Trading, LLC | 6,122 | $59.7 萬 | 0.02% | +6,122 | 新進 |
| Dorsey & Whitney Trust CO LLC | 6,167 | $60.2 萬 | 0.04% | +428+7.5% | 加碼 |
| Monograph Wealth Advisors, LLC | 6,179 | $60.4 萬 | 0.09% | +6,179 | 新進 |
| Pacifica Partners Inc. | 6,334 | $60.6 萬 | 0.27% | +2,204+53.4% | 加碼 |
| Harbour Trust & Investment Management Co | 6,221 | $60.8 萬 | 0.08% | −305−4.7% | 減碼 |
| Pacer Advisors, Inc. | 6,386 | $62.4 萬 | 0.00% | −236−3.6% | 減碼 |
| Syon Capital LLC | 6,389 | $62.4 萬 | 0.06% | +120+1.9% | 加碼 |
| Journey Strategic Wealth LLC | 6,471 | $63.2 萬 | 0.03% | +6,471 | 新進 |
| Wolverine Trading, LLC | 6,542 | $63.9 萬 | 0.01% | −8,077−55.3% | 減碼 |
| Davis-Rea Ltd. | 6,586 | $64.3 萬 | 0.29% | −2,948−30.9% | 減碼 |
| STRS Ohio | 6,624 | $64.7 萬 | 0.00% | 00.0% | 不變 |
| Ti-Trust, Inc | 6,692 | $65.4 萬 | 0.48% | 00.0% | 不變 |
| GoalVest Advisory LLC | 6,783 | $66.3 萬 | 0.22% | +6,783 | 新進 |
| Candriam Luxembourg S.C.A. | 6,849 | $66.9 萬 | 0.00% | −224,966−97.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 6,999 | $68.3 萬 | 0.00% | −901−11.4% | 減碼 |
| AXA S.A. | 7,360 | $71.9 萬 | 0.00% | −56−0.8% | 減碼 |
| Vaughan & Co Securities, Inc. | 7,386 | $72.1 萬 | 0.46% | −696−8.6% | 減碼 |
| Kestra Advisory Services, LLC | 7,394 | $72.2 萬 | 0.00% | +174+2.4% | 加碼 |
| Crescent Grove Advisors, LLC | 7,445 | $72.7 萬 | 0.08% | −404−5.1% | 減碼 |
| Jefferies Financial Group Inc. | 7,592 | $74.2 萬 | 0.01% | +100+1.3% | 加碼 |
| Veriti Management LLC | 7,975 | $77.9 萬 | 0.06% | +305+4.0% | 加碼 |
| David Loasby | 7,952 | $78.2 萬 | 0.08% | −2,252−22.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 8,039 | $78.5 萬 | 0.18% | −100−1.2% | 減碼 |
| Ignite Planners, LLC | 8,084 | $78.9 萬 | 0.22% | −1,683−17.2% | 減碼 |
| JCIC Asset Management Inc. | 8,142 | $79.5 萬 | 0.33% | −353−4.2% | 減碼 |
| Blair William & Co | 8,231 | $80.4 萬 | 0.00% | −2,944−26.3% | 減碼 |
| ICA Group Wealth Management, LLC | 8,400 | $82.1 萬 | 0.16% | −50−0.6% | 減碼 |
| Louisbourg Investments Inc. | 8,428 | $82.4 萬 | 0.23% | 00.0% | 不變 |
| Signaturefd, LLC | 8,458 | $82.6 萬 | 0.02% | +657+8.4% | 加碼 |
| D.A. Davidson & Co. | 8,479 | $82.8 萬 | 0.01% | −2,535−23.0% | 減碼 |
| Quantinno Capital Management LP | 8,529 | $83.3 萬 | 0.02% | +4,798+128.6% | 加碼 |
| North Star Asset Management Inc | 8,609 | $84.1 萬 | 0.04% | −345−3.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 8,872 | $86.7 萬 | 0.05% | −415−4.5% | 減碼 |
| State Street Corp | 8,912 | $87.1 萬 | 0.00% | 00.0% | 不變 |
| Mairs & Power Inc | 9,000 | $87.9 萬 | 0.01% | 00.0% | 不變 |
| First American Bank | 9,360 | $91.4 萬 | 0.07% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $92.8 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 9,579 | $93.6 萬 | 0.00% | −2,556−21.1% | 減碼 |
| Probity Advisors, Inc. | 9,651 | $94.3 萬 | 0.19% | −136−1.4% | 減碼 |
| Capital World Investors | 9,749 | $95.2 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 9,785 | $95.5 萬 | 0.05% | +19+0.2% | 加碼 |
| Cresset Asset Management, LLC | 10,021 | $97.9 萬 | 0.00% | +483+5.1% | 加碼 |
| JustInvest LLC | 10,148 | $99.1 萬 | 0.02% | +1,759+21.0% | 加碼 |
| Berger Financial Group, Inc | 10,172 | $99.4 萬 | 0.08% | +1,841+22.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,337 | $101.0 萬 | 0.00% | +156+1.5% | 加碼 |
| Cerity Partners LLC | 10,537 | $102.9 萬 | 0.00% | +4,078+63.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,741 | $104.9 萬 | 0.00% | −2,327−17.8% | 減碼 |
| Shell Asset Management Co | 12,691 | $106.5 萬 | 0.05% | −10,800−46.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,628 | $113.3 萬 | 0.01% | +5,015+75.8% | 加碼 |
| Ritholtz Wealth Management | 12,114 | $118.3 萬 | 0.04% | +3,684+43.7% | 加碼 |
| Texas Yale Capital Corp. | 12,338 | $120.5 萬 | 0.05% | +962+8.5% | 加碼 |
| Sciencast Management LP | 12,453 | $121.6 萬 | 0.74% | +12,453 | 新進 |
| Rodgers Brothers Inc. | 12,475 | $121.9 萬 | 0.17% | +1,500+13.7% | 加碼 |
| Yousif Capital Management, LLC | 12,577 | $122.9 萬 | 0.01% | +60+0.5% | 加碼 |
| IFG Advisory, LLC | 13,122 | $128.2 萬 | 0.10% | −649−4.7% | 減碼 |
| Associated Banc-Corp | 13,267 | $129.6 萬 | 0.04% | −432−3.2% | 減碼 |
| Cumberland Partners Ltd | 13,367 | $130.6 萬 | 0.09% | −12,236−47.8% | 減碼 |