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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 11,938 | $100.1 萬 | 0.05% | −400−3.2% | 減碼 |
| Yousif Capital Management, LLC | 11,642 | $97.6 萬 | 0.01% | −935−7.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,522 | $96.6 萬 | 0.00% | +781+7.3% | 加碼 |
| Cresset Asset Management, LLC | 11,439 | $95.9 萬 | 0.00% | +1,418+14.2% | 加碼 |
| International Assets Investment Management, LLC | 965,001 | $95.1 萬 | 0.09% | +965,001 | 新進 |
| Probity Advisors, Inc. | 10,603 | $88.9 萬 | 0.18% | +952+9.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,255 | $86.0 萬 | 0.00% | −82−0.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 10,220 | $85.7 萬 | 0.00% | +641+6.7% | 加碼 |
| Berger Financial Group, Inc | 10,077 | $84.5 萬 | 0.07% | −95−0.9% | 減碼 |
| Walleye Capital LLC | 9,983 | $83.7 萬 | 0.01% | +9,983 | 新進 |
| Balyasny Asset Management LLC | 9,877 | $82.8 萬 | 0.00% | +9,877 | 新進 |
| Smithfield Trust Co | 9,766 | $81.9 萬 | 0.04% | −19−0.2% | 減碼 |
| Capital World Investors | 9,749 | $81.8 萬 | 0.00% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $79.7 萬 | 0.00% | 00.0% | 不變 |
| First American Bank | 9,360 | $78.5 萬 | 0.06% | 00.0% | 不變 |
| Ignite Planners, LLC | 9,216 | $77.2 萬 | 0.19% | +1,132+14.0% | 加碼 |
| Mairs & Power Inc | 9,000 | $75.5 萬 | 0.01% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,006 | $75.4 萬 | 0.01% | −2,622−22.5% | 減碼 |
| State Street Corp | 8,912 | $74.7 萬 | 0.00% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 8,779 | $73.6 萬 | 0.03% | +2,308+35.7% | 加碼 |
| MML Investors Services, LLC | 8,694 | $72.9 萬 | 0.00% | −11,106−56.1% | 減碼 |
| Signaturefd, LLC | 8,581 | $72.0 萬 | 0.01% | +123+1.5% | 加碼 |
| North Star Asset Management Inc | 8,499 | $71.3 萬 | 0.03% | −110−1.3% | 減碼 |
| D.A. Davidson & Co. | 8,489 | $71.2 萬 | 0.01% | +10+0.1% | 加碼 |
| Louisbourg Investments Inc. | 8,428 | $70.7 萬 | 0.20% | 00.0% | 不變 |
| Quantinno Capital Management LP | 8,320 | $69.8 萬 | 0.01% | −209−2.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 8,112 | $68.0 萬 | 0.04% | −760−8.6% | 減碼 |
| David Loasby | 7,918 | $67.5 萬 | 0.06% | −34−0.4% | 減碼 |
| Ipswich Investment Management Co., Inc. | 8,039 | $67.4 萬 | 0.16% | 00.0% | 不變 |
| GTS Securities LLC | 8,025 | $67.3 萬 | 0.01% | +8,025 | 新進 |
| Portland Investment Counsel Inc. | 8,000 | $67.1 萬 | 0.24% | 00.0% | 不變 |
| Walleye Trading LLC | 8,008 | $67.1 萬 | 0.01% | +7,005+698.4% | 加碼 |
| Veriti Management LLC | 7,993 | $67.0 萬 | 0.04% | +18+0.2% | 加碼 |
| Blair William & Co | 7,668 | $64.3 萬 | 0.00% | −563−6.8% | 減碼 |
| Kestra Advisory Services, LLC | 7,607 | $63.8 萬 | 0.00% | +213+2.9% | 加碼 |
| Jefferies Financial Group Inc. | 7,492 | $62.8 萬 | 0.01% | −100−1.3% | 減碼 |
| Vaughan & Co Securities, Inc. | 7,492 | $62.8 萬 | 0.40% | +106+1.4% | 加碼 |
| Crescent Grove Advisors, LLC | 7,445 | $62.4 萬 | 0.07% | 00.0% | 不變 |
| GoalVest Advisory LLC | 6,983 | $58.6 萬 | 0.19% | +200+2.9% | 加碼 |
| Syon Capital LLC | 6,933 | $58.1 萬 | 0.05% | +544+8.5% | 加碼 |
| HSBC Holdings PLC | 6,923 | $58.0 萬 | 0.00% | −299,907−97.7% | 減碼 |
| FORA Capital, LLC | 6,753 | $56.6 萬 | 0.07% | +6,753 | 新進 |
| JCIC Asset Management Inc. | 6,697 | $56.2 萬 | 0.23% | −1,445−17.7% | 減碼 |
| Ti-Trust, Inc | 6,692 | $56.1 萬 | 0.43% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 6,631 | $55.9 萬 | 0.00% | −368−5.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 6,438 | $54.0 萬 | 0.00% | −411−6.0% | 減碼 |
| Pacer Advisors, Inc. | 6,361 | $53.3 萬 | 0.00% | −25−0.4% | 減碼 |
| Chiron Capital Management, LLC | 6,301 | $52.8 萬 | 0.50% | +6,301 | 新進 |
| Harbour Investments, Inc. | 6,256 | $52.5 萬 | 0.02% | +289+4.8% | 加碼 |
| Wealthspire Advisors, LLC | 6,230 | $52.2 萬 | 0.01% | +6,230 | 新進 |
| Midland Wealth Advisors LLC | 6,200 | $52.0 萬 | 0.03% | −7,792−55.7% | 減碼 |
| Harbour Trust & Investment Management Co | 6,168 | $51.7 萬 | 0.06% | −53−0.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,167 | $51.7 萬 | 0.04% | 00.0% | 不變 |
| Vise Technologies, Inc. | 6,115 | $51.3 萬 | 0.09% | +788+14.8% | 加碼 |
| Wolverine Trading, LLC | 6,091 | $51.1 萬 | 0.01% | −451−6.9% | 減碼 |
| Pacifica Partners Inc. | 5,980 | $50.9 萬 | 0.22% | −354−5.6% | 減碼 |
| Susquehanna International Group, LLP | 6,045 | $50.7 萬 | 0.00% | +2,190+56.8% | 加碼 |
| Busey Wealth Management | 6,000 | $50.3 萬 | 0.02% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 5,958 | $50.0 萬 | 0.01% | −100−1.7% | 減碼 |
| Gradient Investments LLC | 5,648 | $47.4 萬 | 0.01% | +26+0.5% | 加碼 |
| Greenleaf Trust | 5,624 | $47.2 萬 | 0.00% | +5,624 | 新進 |
| Forum Financial Management, LP | 5,477 | $45.9 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 5,303 | $44.5 萬 | 0.02% | −304−5.4% | 減碼 |
| Oppenheimer & Co Inc | 5,235 | $43.9 萬 | 0.01% | +210+4.2% | 加碼 |
| Cerity Partners LLC | 5,234 | $43.9 萬 | 0.00% | −5,303−50.3% | 減碼 |
| Graham Capital Management, L.P. | 5,221 | $43.8 萬 | 0.02% | +5,221 | 新進 |
| Financial Counselors Inc | 5,165 | $43.3 萬 | 0.01% | −106−2.0% | 減碼 |
| Davis-Rea Ltd. | 5,160 | $43.3 萬 | 0.22% | −1,426−21.7% | 減碼 |
| Avantax Advisory Services, Inc. | 5,137 | $43.1 萬 | 0.00% | +1,128+28.1% | 加碼 |
| Kingsview Wealth Management, LLC | 5,131 | $43.0 萬 | 0.01% | +5,131 | 新進 |
| NBC Securities, Inc. | 5,070 | $42.5 萬 | 0.04% | −371−6.8% | 減碼 |
| Passumpsic Savings Bank | 5,037 | $42.2 萬 | 0.30% | +253+5.3% | 加碼 |
| Tradition Wealth Management, LLC | 4,949 | $41.5 萬 | 0.04% | +1,985+67.0% | 加碼 |
| Colony Group, LLC | 4,872 | $40.9 萬 | 0.00% | +4,872 | 新進 |
| Gulf International Bank (UK) Ltd | 4,847 | $40.6 萬 | 0.01% | +312+6.9% | 加碼 |
| Prudential Financial Inc | 4,770 | $40.0 萬 | 0.00% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 4,702 | $39.4 萬 | 0.02% | +4,702 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 4,572 | $38.3 萬 | 0.01% | −10−0.2% | 減碼 |
| 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 |
| Patrick M Sweeney & Associates, Inc | 4,508 | $37.8 萬 | 0.31% | 00.0% | 不變 |
| Ellenbecker Investment Group | 4,505 | $37.8 萬 | 0.08% | 00.0% | 不變 |
| Intrua Financial, LLC | 4,492 | $37.7 萬 | 0.06% | −633−12.4% | 減碼 |
| Rowland & Co Investment Counsel | 4,476 | $37.5 萬 | 0.08% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 4,432 | $37.2 萬 | 0.15% | +5+0.1% | 加碼 |
| David R. Rahn & Associates Inc. | 4,350 | $36.5 萬 | 0.12% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 4,347 | $36.4 萬 | 0.07% | +13+0.3% | 加碼 |
| Merit Financial Group, LLC | 4,335 | $36.4 萬 | 0.01% | +112+2.7% | 加碼 |
| SlateStone Wealth, LLC | 4,277 | $35.9 萬 | 0.04% | +677+18.8% | 加碼 |
| Integrated Wealth Concepts LLC | 4,221 | $35.4 萬 | 0.00% | −415−9.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 4,200 | $35.2 萬 | 0.00% | +4,200 | 新進 |
| Pensionmark Financial Group, LLC | 4,189 | $35.1 萬 | 0.02% | +500+13.6% | 加碼 |
| Savant Capital, LLC | 4,162 | $34.9 萬 | 0.00% | +4,162 | 新進 |
| Dixon Mitchell Investment Counsel Inc. | 4,099 | $34.4 萬 | 0.02% | −1,288−23.9% | 減碼 |
| ICA Group Wealth Management, LLC | 4,015 | $33.7 萬 | 0.20% | −4,385−52.2% | 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 |
| Commerce Bank | 3,995 | $33.5 萬 | 0.00% | −8−0.2% | 減碼 |
| KLCM Advisors, Inc. | 3,943 | $33.1 萬 | 0.04% | +280+7.6% | 加碼 |
| Ethic Inc. | 3,941 | $33.0 萬 | 0.01% | +3,941 | 新進 |