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。
其他股別AIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 4,662 | $42.1 萬 | 0.01% | −573−10.9% | 減碼 |
| Sand Hill Global Advisors, LLC | 4,702 | $42.4 萬 | 0.02% | 00.0% | 不變 |
| Savant Capital, LLC | 4,739 | $42.7 萬 | 0.00% | +577+13.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,743 | $42.8 萬 | 0.00% | −1,888−28.5% | 減碼 |
| NBC Securities, Inc. | 4,777 | $43.0 萬 | 0.04% | −293−5.8% | 減碼 |
| Prudential Financial Inc | 4,770 | $43.0 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 4,771 | $43.0 萬 | 0.00% | +204+4.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,771 | $43.0 萬 | 0.00% | +204+4.5% | 加碼 |
| Evergreen Capital Management LLC | 4,863 | $43.9 萬 | 0.01% | −440−8.3% | 減碼 |
| Financial Counselors Inc | 4,915 | $44.3 萬 | 0.01% | −250−4.8% | 減碼 |
| Tradition Wealth Management, LLC | 4,949 | $44.6 萬 | 0.04% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 5,098 | $46.0 萬 | 0.03% | +1,774+53.4% | 加碼 |
| Passumpsic Savings Bank | 5,142 | $46.4 萬 | 0.30% | +105+2.1% | 加碼 |
| Avantax Advisory Services, Inc. | 5,155 | $46.5 萬 | 0.00% | +18+0.4% | 加碼 |
| Forum Financial Management, LP | 5,477 | $49.4 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5,519 | $49.8 萬 | 0.01% | +3,939+249.3% | 加碼 |
| Acadian Asset Management LLC | 5,842 | $52.6 萬 | 0.00% | −11,944−67.2% | 減碼 |
| XTX Topco Ltd | 5,834 | $52.6 萬 | 0.04% | −9,168−61.1% | 減碼 |
| Syon Capital LLC | 5,911 | $53.3 萬 | 0.05% | −1,022−14.7% | 減碼 |
| Barclays PLC | 5,923 | $53.4 萬 | 0.00% | +2,455+70.8% | 加碼 |
| Pacifica Partners Inc. | 5,980 | $54.1 萬 | 0.22% | 00.0% | 不變 |
| Busey Wealth Management | 6,000 | $54.1 萬 | 0.02% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 6,062 | $54.7 萬 | 0.03% | −105−1.7% | 減碼 |
| Kestra Advisory Services, LLC | 6,170 | $55.7 萬 | 0.00% | −1,437−18.9% | 減碼 |
| Midland Wealth Advisors LLC | 6,200 | $55.9 萬 | 0.03% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 6,210 | $56.0 萬 | 0.01% | +252+4.2% | 加碼 |
| Wealthspire Advisors, LLC | 6,230 | $56.2 萬 | 0.01% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 6,251 | $56.4 萬 | 0.00% | −110−1.7% | 減碼 |
| Harbour Trust & Investment Management Co | 6,340 | $57.2 萬 | 0.07% | +172+2.8% | 加碼 |
| Crescent Grove Advisors, LLC | 6,455 | $58.2 萬 | 0.06% | −990−13.3% | 減碼 |
| Ti-Trust, Inc | 6,692 | $60.4 萬 | 0.43% | 00.0% | 不變 |
| Harbour Investments, Inc. | 6,897 | $62.2 萬 | 0.02% | +641+10.2% | 加碼 |
| Chiron Capital Management, LLC | 7,058 | $63.7 萬 | 0.56% | +757+12.0% | 加碼 |
| Swiss Life Asset Management Ltd | 7,248 | $65.4 萬 | 0.01% | +7,248 | 新進 |
| Vaughan & Co Securities, Inc. | 7,447 | $67.2 萬 | 0.40% | −45−0.6% | 減碼 |
| Jefferies Financial Group Inc. | 7,492 | $67.6 萬 | 0.01% | 00.0% | 不變 |
| Prudential PLC | 7,602 | $68.6 萬 | 0.00% | +7,602 | 新進 |
| David Loasby | 7,540 | $68.8 萬 | 0.06% | −378−4.8% | 減碼 |
| Veriti Management LLC | 7,646 | $69.0 萬 | 0.04% | −347−4.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,723 | $69.7 萬 | 0.04% | −389−4.8% | 減碼 |
| Mairs & Power Inc | 7,846 | $70.8 萬 | 0.01% | −1,154−12.8% | 減碼 |
| Portland Investment Counsel Inc. | 8,000 | $72.2 萬 | 0.26% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 8,039 | $72.5 萬 | 0.17% | 00.0% | 不變 |
| Blair William & Co | 8,086 | $72.9 萬 | 0.00% | +418+5.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 8,238 | $74.4 萬 | 0.00% | +1,800+28.0% | 加碼 |
| Independent Advisor Alliance | 8,321 | $75.1 萬 | 0.03% | +4,384+111.4% | 加碼 |
| North Star Asset Management Inc | 8,322 | $75.1 萬 | 0.03% | −177−2.1% | 減碼 |
| Louisbourg Investments Inc. | 8,428 | $76.1 萬 | 0.19% | 00.0% | 不變 |
| MML Investors Services, LLC | 8,487 | $76.5 萬 | 0.00% | −207−2.4% | 減碼 |
| D.A. Davidson & Co. | 8,602 | $77.6 萬 | 0.01% | +113+1.3% | 加碼 |
| Vise Technologies, Inc. | 8,605 | $77.6 萬 | 0.10% | +2,490+40.7% | 加碼 |
| Journey Strategic Wealth LLC | 8,667 | $78.2 萬 | 0.03% | −112−1.3% | 減碼 |
| Signaturefd, LLC | 8,894 | $80.2 萬 | 0.02% | +313+3.6% | 加碼 |
| State Street Corp | 8,912 | $80.4 萬 | 0.00% | 00.0% | 不變 |
| FineMark National Bank & Trust | 8,921 | $80.5 萬 | 0.03% | +8,921 | 新進 |
| Quantinno Capital Management LP | 9,122 | $82.3 萬 | 0.01% | +802+9.6% | 加碼 |
| First American Bank | 9,360 | $84.4 萬 | 0.06% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $85.7 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 9,663 | $87.2 萬 | 0.00% | −592−5.8% | 減碼 |
| Capital World Investors | 9,749 | $88.0 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 9,766 | $88.0 萬 | 0.04% | 00.0% | 不變 |
| Nebula Research & Development LLC | 9,774 | $88.2 萬 | 0.11% | +7,112+267.2% | 加碼 |
| Berger Financial Group, Inc | 9,972 | $89.9 萬 | 0.06% | −105−1.0% | 減碼 |
| Numerai GP LLC | 10,041 | $90.6 萬 | 0.24% | +10,041 | 新進 |
| Janney Montgomery Scott LLC | 10,374 | $93.6 萬 | 0.00% | −4,582−30.6% | 減碼 |
| Ignite Planners, LLC | 10,463 | $94.4 萬 | 0.22% | +1,247+13.5% | 加碼 |
| Cumberland Partners Ltd | 10,583 | $95.6 萬 | 0.07% | −2,578−19.6% | 減碼 |
| Yousif Capital Management, LLC | 10,746 | $96.9 萬 | 0.01% | −896−7.7% | 減碼 |
| Cresset Asset Management, LLC | 10,912 | $98.4 萬 | 0.00% | −527−4.6% | 減碼 |
| Cerity Partners LLC | 10,939 | $98.7 萬 | 0.00% | +5,705+109.0% | 加碼 |
| Balyasny Asset Management LLC | 11,130 | $100.4 萬 | 0.00% | +1,253+12.7% | 加碼 |
| Advisors Asset Management, Inc. | 11,293 | $101.9 萬 | 0.02% | −1,496−11.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 11,413 | $102.9 萬 | 0.00% | +1,193+11.7% | 加碼 |
| Pathstone Holdings, LLC | 11,549 | $104.2 萬 | 0.00% | −674−5.5% | 減碼 |
| Ritholtz Wealth Management | 11,675 | $105.3 萬 | 0.03% | −367−3.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,751 | $106.0 萬 | 0.00% | +229+2.0% | 加碼 |
| Texas Yale Capital Corp. | 11,838 | $106.8 萬 | 0.05% | −100−0.8% | 減碼 |
| Shell Asset Management Co | 12,691 | $114.6 萬 | 0.05% | +12,691 | 新進 |
| Probity Advisors, Inc. | 12,876 | $116.1 萬 | 0.22% | +2,273+21.4% | 加碼 |
| Rodgers Brothers Inc. | 13,025 | $117.5 萬 | 0.15% | +50+0.4% | 加碼 |
| Associated Banc-Corp | 13,170 | $118.8 萬 | 0.03% | −72−0.5% | 減碼 |
| IFG Advisory, LLC | 13,314 | $120.1 萬 | 0.08% | −207−1.5% | 減碼 |
| Cigna Investments Inc | 13,495 | $121.9 萬 | 0.22% | −274−2.0% | 減碼 |
| Keybank National Association | 13,539 | $122.1 萬 | 0.00% | −3,340−19.8% | 減碼 |
| Curbstone Financial Management Corp | 13,834 | $124.8 萬 | 0.27% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 14,050 | $126.7 萬 | 0.12% | −120−0.8% | 減碼 |
| Marshall Wace, LLP | 14,465 | $130.5 萬 | 0.00% | +14,465 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 14,675 | $132.4 萬 | 0.08% | −1,913−11.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,385 | $138.8 萬 | 0.00% | −337−2.1% | 減碼 |
| Nexus Investment Management ULC | 16,244 | $146.8 萬 | 0.14% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 16,358 | $147.5 萬 | 0.07% | −1,506−8.4% | 減碼 |
| Gries Financial LLC | 16,516 | $149.0 萬 | 0.28% | −4,165−20.1% | 減碼 |
| Umb Bank N A | 16,633 | $150.0 萬 | 0.02% | 00.0% | 不變 |
| Algert Global LLC | 16,625 | $150.2 萬 | 0.04% | +16,625 | 新進 |
| FORA Capital, LLC | 17,359 | $156.6 萬 | 0.18% | +10,606+157.1% | 加碼 |
| Principal Financial Group Inc | 17,600 | $159.0 萬 | 0.00% | −5,400−23.5% | 減碼 |
| NorthRock Partners, LLC | 17,956 | $162.0 萬 | 0.05% | 00.0% | 不變 |
| Employees Provident Fund Board | 18,200 | $164.4 萬 | 0.02% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 18,347 | $165.6 萬 | 0.13% | −960−5.0% | 減碼 |
| Truist Financial Corp | 18,438 | $166.3 萬 | 0.00% | +766+4.3% | 加碼 |