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 2 季 13F 持有人
Bank of Montreal 在 2024/6/30 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
- 477
- 較 2024 年第 1 季 −10 家
- 持有股數
- 3.52 億
- 較 2024 年第 1 季 +551.4 萬 (+1.6%)
- 總市值
- $295.2 億
- 較 2024 年第 1 季 −$44.0 億 (−13.0%)
- 新進機構
- 53
- 另有 157 家加碼
- 清倉機構
- 63
- 另有 172 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 1,330 | $11.2 萬 | 0.00% | −100−7.0% | 減碼 |
| Allworth Financial LP | 1,342 | $11.7 萬 | 0.00% | +13+1.0% | 加碼 |
| Cyrus J. Lawrence, LLC | 1,400 | $11.7 萬 | 0.02% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,400 | $11.7 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,481 | $12.5 萬 | 0.01% | +858+137.7% | 加碼 |
| Caldwell Trust Co | 1,500 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,580 | $13.2 萬 | 0.00% | +1,520+2,533.3% | 加碼 |
| Macquarie Group Ltd | 1,624 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Studio Investment Management LLC | 1,668 | $14.0 萬 | 0.03% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,829 | $15.3 萬 | 0.02% | +89+5.1% | 加碼 |
| Tobam | 1,355 | $15.6 萬 | 0.02% | 00.0% | 不變 |
| Investors Research Corp | 2,157 | $18.1 萬 | 0.04% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,175 | $18.2 萬 | 0.00% | −594−21.5% | 減碼 |
| Bogart Wealth, LLC | 2,202 | $18.5 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,297 | $19.3 萬 | 0.00% | +16+0.7% | 加碼 |
| State of Wyoming | 2,400 | $20.1 萬 | 0.03% | +2,400 | 新進 |
| Annex Advisory Services, LLC | 2,423 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 2,436 | $20.4 萬 | 0.00% | −231−8.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 2,445 | $20.5 萬 | 0.00% | −34−1.4% | 減碼 |
| Fifth Third Bancorp | 2,474 | $20.7 萬 | 0.00% | −75−2.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,501 | $21.0 萬 | 0.00% | −200−7.4% | 減碼 |
| CVA Family Office, LLC | 2,513 | $21.1 萬 | 0.04% | 00.0% | 不變 |
| North Star Investment Management Corp. | 2,517 | $21.1 萬 | 0.02% | +10.0% | 加碼 |
| Lindbrook Capital, LLC | 2,529 | $21.2 萬 | 0.02% | +9+0.4% | 加碼 |
| Old National Bancorp | 2,558 | $21.4 萬 | 0.01% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,531 | $21.7 萬 | 0.04% | −277−9.9% | 減碼 |
| Ameritas Advisory Services, LLC | 2,610 | $21.9 萬 | 0.01% | +42+1.6% | 加碼 |
| Fielder Capital Group LLC | 2,643 | $22.2 萬 | 0.09% | 00.0% | 不變 |
| Nebula Research & Development LLC | 2,662 | $22.3 萬 | 0.04% | −2,233−45.6% | 減碼 |
| Archetype Wealth Partners | 2,672 | $22.4 萬 | 0.04% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 2,681 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Wintrust Investments LLC | 2,696 | $22.6 萬 | 0.02% | −407−13.1% | 減碼 |
| Park National Corp | 2,710 | $22.7 萬 | 0.01% | −225−7.7% | 減碼 |
| Henshaw Capital LLC | 2,743 | $23.0 萬 | 0.01% | +81+3.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,743 | $23.0 萬 | 0.00% | +2,660+3,204.8% | 加碼 |
| Guggenheim Capital LLC | 2,748 | $23.0 萬 | 0.00% | −25−0.9% | 減碼 |
| Smith, Moore & Co. | 2,758 | $23.1 萬 | 0.02% | 00.0% | 不變 |
| Doliver Advisors, LP | 2,788 | $23.4 萬 | 0.07% | −220−7.3% | 減碼 |
| Pinebridge Investments, L.P. | 2,045 | $23.5 萬 | 0.00% | −464−18.5% | 減碼 |
| CAPROCK Group, Inc. | 2,802 | $23.5 萬 | 0.01% | +2,802 | 新進 |
| United Capital Financial Advisers, LLC | 2,818 | $23.6 萬 | 0.00% | −46−1.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,832 | $23.8 萬 | 0.05% | −53−1.8% | 減碼 |
| Southland Equity Partners LLC | 2,843 | $23.8 萬 | 0.07% | −22−0.8% | 減碼 |
| Magnus Financial Group LLC | 2,857 | $24.0 萬 | 0.03% | 00.0% | 不變 |
| Enterprise Bank & Trust Co | 2,920 | $24.5 萬 | 0.08% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 2,968 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Diversified Trust Co | 2,988 | $25.1 萬 | 0.01% | +29+1.0% | 加碼 |
| Cobblestone Capital Advisors LLC | 3,000 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| Captrust Financial Advisors | 3,038 | $25.5 萬 | 0.00% | −66−2.1% | 減碼 |
| Brown Brothers Harriman & Co | 3,079 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Ballentine Partners, LLC | 3,080 | $25.8 萬 | 0.00% | −394−11.3% | 減碼 |
| Schechter Investment Advisors, LLC | 3,132 | $26.3 萬 | 0.02% | −318−9.2% | 減碼 |
| Prospera Financial Services Inc | 3,152 | $26.4 萬 | 0.01% | +94+3.1% | 加碼 |
| Atomi Financial Group, Inc. | 3,168 | $26.6 萬 | 0.02% | +283+9.8% | 加碼 |
| Baskin Financial Services Inc. | 3,172 | $26.6 萬 | 0.02% | −1,258−28.4% | 減碼 |
| Cozad Asset Management Inc | 3,209 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 3,324 | $27.4 萬 | 0.02% | +905+37.4% | 加碼 |
| AE Wealth Management LLC | 3,296 | $27.6 萬 | 0.00% | +3,296 | 新進 |
| First Affirmative Financial Network | 3,389 | $28.4 萬 | 0.20% | −528−13.5% | 減碼 |
| Pegasus Partners Ltd. | 3,412 | $28.6 萬 | 0.03% | −233−6.4% | 減碼 |
| Thrivent Financial for Lutherans | 3,458 | $29.0 萬 | 0.00% | +3,458 | 新進 |
| Barclays PLC | 3,468 | $29.1 萬 | 0.00% | −13,115−79.1% | 減碼 |
| Operose Advisors LLC | 3,486 | $29.2 萬 | 0.10% | −515−12.9% | 減碼 |
| Puzo Michael J | 3,500 | $29.3 萬 | 0.08% | 00.0% | 不變 |
| PDS Planning, Inc | 3,525 | $29.6 萬 | 0.03% | −149−4.1% | 減碼 |
| Jamison Private Wealth Management, Inc. | 3,558 | $29.8 萬 | 0.05% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,580 | $30.0 萬 | 0.00% | +151+4.4% | 加碼 |
| Trust Co of Vermont | 3,618 | $30.3 萬 | 0.02% | 00.0% | 不變 |
| Brighton Jones LLC | 3,660 | $30.7 萬 | 0.01% | +54+1.5% | 加碼 |
| MQS Management LLC | 3,702 | $31.0 萬 | 0.19% | +3,702 | 新進 |
| MAI Capital Management | 3,708 | $31.1 萬 | 0.00% | −14−0.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 3,728 | $31.3 萬 | 0.01% | +28+0.8% | 加碼 |
| Trifecta Capital Advisors, LLC | 3,738 | $31.3 萬 | 0.07% | +1,439+62.6% | 加碼 |
| Quilter Plc | 3,770 | $31.6 萬 | 0.01% | −80−2.1% | 減碼 |
| Camden Capital, LLC | 3,929 | $32.9 萬 | 0.03% | +79+2.1% | 加碼 |
| Independent Advisor Alliance | 3,937 | $33.0 萬 | 0.01% | +137+3.6% | 加碼 |
| Ethic Inc. | 3,941 | $33.0 萬 | 0.01% | +3,941 | 新進 |
| KLCM Advisors, Inc. | 3,943 | $33.1 萬 | 0.04% | +280+7.6% | 加碼 |
| Commerce Bank | 3,995 | $33.5 萬 | 0.00% | −8−0.2% | 減碼 |
| Boltwood Capital Management | 4,000 | $33.5 萬 | 0.10% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 4,000 | $33.5 萬 | 0.14% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 4,015 | $33.7 萬 | 0.20% | −4,385−52.2% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 4,099 | $34.4 萬 | 0.02% | −1,288−23.9% | 減碼 |
| Savant Capital, LLC | 4,162 | $34.9 萬 | 0.00% | +4,162 | 新進 |
| Pensionmark Financial Group, LLC | 4,189 | $35.1 萬 | 0.02% | +500+13.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 4,200 | $35.2 萬 | 0.00% | +4,200 | 新進 |
| Integrated Wealth Concepts LLC | 4,221 | $35.4 萬 | 0.00% | −415−9.0% | 減碼 |
| SlateStone Wealth, LLC | 4,277 | $35.9 萬 | 0.04% | +677+18.8% | 加碼 |
| Merit Financial Group, LLC | 4,335 | $36.4 萬 | 0.01% | +112+2.7% | 加碼 |
| Biltmore Family Office, LLC | 4,347 | $36.4 萬 | 0.07% | +13+0.3% | 加碼 |
| David R. Rahn & Associates Inc. | 4,350 | $36.5 萬 | 0.12% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 4,432 | $37.2 萬 | 0.15% | +5+0.1% | 加碼 |
| Rowland & Co Investment Counsel | 4,476 | $37.5 萬 | 0.08% | 00.0% | 不變 |
| Intrua Financial, LLC | 4,492 | $37.7 萬 | 0.06% | −633−12.4% | 減碼 |
| Ellenbecker Investment Group | 4,505 | $37.8 萬 | 0.08% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 4,508 | $37.8 萬 | 0.31% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 4,567 | $38.3 萬 | 0.00% | −335−6.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,567 | $38.3 萬 | 0.00% | −335−6.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 4,572 | $38.3 萬 | 0.01% | −10−0.2% | 減碼 |