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 3 季 13F 持有人
Bank of Montreal 在 2024/9/30 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
- 470
- 較 2024 年第 2 季 −3 家
- 持有股數
- 3.41 億
- 較 2024 年第 2 季 −1,070 萬 (−3.0%)
- 總市值
- $308.1 億
- 較 2024 年第 2 季 +$13.4 億 (+4.5%)
- 新進機構
- 41
- 另有 159 家加碼
- 清倉機構
- 44
- 另有 156 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cyrus J. Lawrence, LLC | 1,400 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,400 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 1,500 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,547 | $14.0 萬 | 0.01% | +66+4.5% | 加碼 |
| GAMMA Investing LLC | 1,570 | $14.2 萬 | 0.01% | −259−14.2% | 減碼 |
| Macquarie Group Ltd | 1,624 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| Studio Investment Management LLC | 1,668 | $15.0 萬 | 0.03% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,739 | $15.7 萬 | 0.10% | +473+37.4% | 加碼 |
| Fifth Third Bancorp | 1,984 | $17.9 萬 | 0.00% | −490−19.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 2,121 | $19.1 萬 | 0.00% | −2,726−56.2% | 減碼 |
| Oarsman Capital, Inc. | 2,118 | $19.1 萬 | 0.04% | +2,118 | 新進 |
| Investors Research Corp | 2,157 | $19.5 萬 | 0.04% | 00.0% | 不變 |
| Bogart Wealth, LLC | 2,202 | $19.9 萬 | 0.01% | 00.0% | 不變 |
| REDW Wealth LLC | 2,220 | $20.0 萬 | 0.05% | +2,220 | 新進 |
| Pegasus Partners Ltd. | 2,262 | $20.4 萬 | 0.02% | −1,150−33.7% | 減碼 |
| RMB Capital Management, LLC | 2,264 | $20.4 萬 | 0.00% | +2,264 | 新進 |
| Alera Investment Advisors, LLC | 2,270 | $20.5 萬 | 0.02% | +2,270 | 新進 |
| Beverly Hills Private Wealth, LLC | 2,276 | $20.5 萬 | 0.04% | −556−19.6% | 減碼 |
| Total Clarity Wealth Management, Inc. | 2,277 | $20.5 萬 | 0.07% | +2,277 | 新進 |
| Townsend & Associates, Inc | 2,225 | $20.8 萬 | 0.02% | +2,225 | 新進 |
| Patten & Patten Inc | 2,328 | $21.0 萬 | 0.01% | +2,328 | 新進 |
| Westwood Holdings Group Inc. | 2,336 | $21.1 萬 | 0.00% | +2,336 | 新進 |
| West Family Investments, Inc. | 2,374 | $21.4 萬 | 0.07% | +2,374 | 新進 |
| Park National Corp | 2,385 | $21.5 萬 | 0.01% | −325−12.0% | 減碼 |
| North Star Investment Management Corp. | 2,391 | $21.6 萬 | 0.01% | −126−5.0% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 2,416 | $21.8 萬 | 0.01% | −1,683−41.1% | 減碼 |
| Bahl & Gaynor Inc | 2,436 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,442 | $22.0 萬 | 0.03% | −89−3.5% | 減碼 |
| First Affirmative Financial Network | 2,486 | $22.4 萬 | 0.12% | −903−26.6% | 減碼 |
| Perfromance Wealth Partners, LLC | 2,500 | $22.6 萬 | 0.01% | +2,500 | 新進 |
| CVA Family Office, LLC | 2,525 | $22.8 萬 | 0.04% | +12+0.5% | 加碼 |
| Alta Advisers Ltd | 2,542 | $23.0 萬 | 0.10% | +2,542 | 新進 |
| Old National Bancorp | 2,558 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,590 | $23.4 萬 | 0.02% | +61+2.4% | 加碼 |
| Parallel Advisors, LLC | 2,594 | $23.4 萬 | 0.01% | +419+19.3% | 加碼 |
| Ameritas Advisory Services, LLC | 2,613 | $23.6 萬 | 0.01% | +3+0.1% | 加碼 |
| Doliver Advisors, LP | 2,641 | $23.8 萬 | 0.07% | −147−5.3% | 減碼 |
| Fielder Capital Group LLC | 2,643 | $23.8 萬 | 0.08% | 00.0% | 不變 |
| Archetype Wealth Partners | 2,672 | $24.1 萬 | 0.03% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 2,675 | $24.1 萬 | 0.05% | −1,063−28.4% | 減碼 |
| Murchinson Ltd. | 2,706 | $24.4 萬 | 0.10% | +2,706 | 新進 |
| WoodTrust Financial Corp | 2,714 | $24.5 萬 | 0.03% | −24,999−90.2% | 減碼 |
| United Capital Financial Advisers, LLC | 2,738 | $24.7 萬 | 0.00% | −80−2.8% | 減碼 |
| Valeo Financial Advisors, LLC | 2,740 | $24.7 萬 | 0.01% | +59+2.2% | 加碼 |
| Smith, Moore & Co. | 2,758 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 2,810 | $25.3 萬 | 0.01% | +387+16.0% | 加碼 |
| Magnus Financial Group LLC | 2,857 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,904 | $26.2 萬 | 0.03% | −305−9.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,915 | $26.3 萬 | 0.00% | +618+26.9% | 加碼 |
| Enterprise Bank & Trust Co | 2,920 | $26.3 萬 | 0.08% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,923 | $26.4 萬 | 0.00% | −157−5.1% | 減碼 |
| Davis-Rea Ltd. | 2,925 | $26.4 萬 | 0.11% | −2,235−43.3% | 減碼 |
| Thompson Investment Management, Inc. | 2,988 | $27.0 萬 | 0.04% | +20+0.7% | 加碼 |
| Susquehanna International Group, LLP | 3,001 | $27.1 萬 | 0.00% | −3,044−50.4% | 減碼 |
| Captrust Financial Advisors | 3,001 | $27.1 萬 | 0.00% | −37−1.2% | 減碼 |
| Diversified Trust Co | 3,019 | $27.2 萬 | 0.01% | +31+1.0% | 加碼 |
| SEI Investments Co | 3,041 | $27.4 萬 | 0.00% | +3,041 | 新進 |
| CAPROCK Group, Inc. | 3,046 | $27.5 萬 | 0.01% | +244+8.7% | 加碼 |
| Brown Brothers Harriman & Co | 3,079 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 3,086 | $27.8 萬 | 0.01% | +3,086 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $27.9 萬 | 0.04% | +59+1.9% | 加碼 |
| Merit Financial Group, LLC | 3,136 | $28.3 萬 | 0.01% | −1,199−27.7% | 減碼 |
| Prospera Financial Services Inc | 3,153 | $28.4 萬 | 0.01% | +10.0% | 加碼 |
| Baskin Financial Services Inc. | 3,172 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,264 | $29.4 萬 | 0.00% | −316−8.8% | 減碼 |
| Vantage Financial Partners, LLC | 3,316 | $29.9 萬 | 0.07% | +3,316 | 新進 |
| Colony Group, LLC | 3,380 | $30.5 萬 | 0.00% | −1,492−30.6% | 減碼 |
| Brighton Jones LLC | 3,387 | $30.6 萬 | 0.01% | −273−7.5% | 減碼 |
| PDS Planning, Inc | 3,442 | $31.0 萬 | 0.03% | −83−2.4% | 減碼 |
| Operose Advisors LLC | 3,486 | $31.4 萬 | 0.10% | 00.0% | 不變 |
| Puzo Michael J | 3,500 | $31.6 萬 | 0.08% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 3,558 | $32.1 萬 | 0.05% | 00.0% | 不變 |
| Squarepoint Ops LLC | 3,562 | $32.1 萬 | 0.00% | −25,005−87.5% | 減碼 |
| Integrated Wealth Concepts LLC | 3,578 | $32.3 萬 | 0.00% | −643−15.2% | 減碼 |
| Trust Co of Vermont | 3,618 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| Group One Trading, L.P. | 3,632 | $32.8 萬 | 0.01% | +3,632 | 新進 |
| Thrivent Financial for Lutherans | 3,667 | $33.1 萬 | 0.00% | +209+6.0% | 加碼 |
| Pensionmark Financial Group, LLC | 3,757 | $33.9 萬 | 0.01% | −432−10.3% | 減碼 |
| Quilter Plc | 3,770 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 3,814 | $34.4 萬 | 0.01% | +86+2.3% | 加碼 |
| Atomi Financial Group, Inc. | 3,908 | $35.3 萬 | 0.02% | +740+23.4% | 加碼 |
| Camden Capital, LLC | 3,929 | $35.4 萬 | 0.04% | 00.0% | 不變 |
| Aigen Investment Management, LP | 3,933 | $35.5 萬 | 0.07% | +3,933 | 新進 |
| Benjamin Edwards Inc | 3,961 | $35.7 萬 | 0.01% | +3,961 | 新進 |
| Commerce Bank | 3,996 | $36.0 萬 | 0.00% | +10.0% | 加碼 |
| Watershed Private Wealth LLC | 4,000 | $36.1 萬 | 0.14% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 4,057 | $36.6 萬 | 0.00% | +1,314+47.9% | 加碼 |
| Boltwood Capital Management | 4,125 | $37.2 萬 | 0.11% | +125+3.1% | 加碼 |
| KLCM Advisors, Inc. | 4,151 | $37.4 萬 | 0.04% | +208+5.3% | 加碼 |
| SlateStone Wealth, LLC | 4,277 | $38.6 萬 | 0.03% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 4,331 | $39.2 萬 | 0.00% | +3,518+432.7% | 加碼 |
| David R. Rahn & Associates Inc. | 4,350 | $39.2 萬 | 0.12% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 4,360 | $39.3 萬 | 0.07% | +13+0.3% | 加碼 |
| Silverlake Wealth Management LLC | 4,438 | $40.0 萬 | 0.15% | +6+0.1% | 加碼 |
| Nwam LLC | 4,453 | $40.2 萬 | 0.02% | +4,453 | 新進 |
| Rowland & Co Investment Counsel | 4,476 | $40.4 萬 | 0.08% | 00.0% | 不變 |
| Ellenbecker Investment Group | 4,505 | $40.6 萬 | 0.08% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 4,508 | $40.7 萬 | 0.30% | 00.0% | 不變 |
| Gluskin Sheff & Assoc Inc | 4,581 | $41.3 萬 | 0.05% | −79,069−94.5% | 減碼 |
| Intrua Financial, LLC | 4,640 | $41.8 萬 | 0.07% | +148+3.3% | 加碼 |