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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 3,486 | $31.4 萬 | 0.10% | 00.0% | 不變 |
| PDS Planning, Inc | 3,442 | $31.0 萬 | 0.03% | −83−2.4% | 減碼 |
| Brighton Jones LLC | 3,387 | $30.6 萬 | 0.01% | −273−7.5% | 減碼 |
| Colony Group, LLC | 3,380 | $30.5 萬 | 0.00% | −1,492−30.6% | 減碼 |
| Vantage Financial Partners, LLC | 3,316 | $29.9 萬 | 0.07% | +3,316 | 新進 |
| Sequoia Financial Advisors, LLC | 3,264 | $29.4 萬 | 0.00% | −316−8.8% | 減碼 |
| Baskin Financial Services Inc. | 3,172 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Prospera Financial Services Inc | 3,153 | $28.4 萬 | 0.01% | +10.0% | 加碼 |
| Merit Financial Group, LLC | 3,136 | $28.3 萬 | 0.01% | −1,199−27.7% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $27.9 萬 | 0.04% | +59+1.9% | 加碼 |
| Wedbush Securities Inc | 3,086 | $27.8 萬 | 0.01% | +3,086 | 新進 |
| Brown Brothers Harriman & Co | 3,079 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,046 | $27.5 萬 | 0.01% | +244+8.7% | 加碼 |
| SEI Investments Co | 3,041 | $27.4 萬 | 0.00% | +3,041 | 新進 |
| Diversified Trust Co | 3,019 | $27.2 萬 | 0.01% | +31+1.0% | 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 |
| Thompson Investment Management, Inc. | 2,988 | $27.0 萬 | 0.04% | +20+0.7% | 加碼 |
| Davis-Rea Ltd. | 2,925 | $26.4 萬 | 0.11% | −2,235−43.3% | 減碼 |
| Ballentine Partners, LLC | 2,923 | $26.4 萬 | 0.00% | −157−5.1% | 減碼 |
| Enterprise Bank & Trust Co | 2,920 | $26.3 萬 | 0.08% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,915 | $26.3 萬 | 0.00% | +618+26.9% | 加碼 |
| Cozad Asset Management Inc | 2,904 | $26.2 萬 | 0.03% | −305−9.5% | 減碼 |
| Magnus Financial Group LLC | 2,857 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 2,810 | $25.3 萬 | 0.01% | +387+16.0% | 加碼 |
| Smith, Moore & Co. | 2,758 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 2,740 | $24.7 萬 | 0.01% | +59+2.2% | 加碼 |
| United Capital Financial Advisers, LLC | 2,738 | $24.7 萬 | 0.00% | −80−2.8% | 減碼 |
| WoodTrust Financial Corp | 2,714 | $24.5 萬 | 0.03% | −24,999−90.2% | 減碼 |
| Murchinson Ltd. | 2,706 | $24.4 萬 | 0.10% | +2,706 | 新進 |
| Trifecta Capital Advisors, LLC | 2,675 | $24.1 萬 | 0.05% | −1,063−28.4% | 減碼 |
| Archetype Wealth Partners | 2,672 | $24.1 萬 | 0.03% | 00.0% | 不變 |
| Fielder Capital Group LLC | 2,643 | $23.8 萬 | 0.08% | 00.0% | 不變 |
| Doliver Advisors, LP | 2,641 | $23.8 萬 | 0.07% | −147−5.3% | 減碼 |
| Ameritas Advisory Services, LLC | 2,613 | $23.6 萬 | 0.01% | +3+0.1% | 加碼 |
| Parallel Advisors, LLC | 2,594 | $23.4 萬 | 0.01% | +419+19.3% | 加碼 |
| Lindbrook Capital, LLC | 2,590 | $23.4 萬 | 0.02% | +61+2.4% | 加碼 |
| Old National Bancorp | 2,558 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Alta Advisers Ltd | 2,542 | $23.0 萬 | 0.10% | +2,542 | 新進 |
| CVA Family Office, LLC | 2,525 | $22.8 萬 | 0.04% | +12+0.5% | 加碼 |
| Perfromance Wealth Partners, LLC | 2,500 | $22.6 萬 | 0.01% | +2,500 | 新進 |
| First Affirmative Financial Network | 2,486 | $22.4 萬 | 0.12% | −903−26.6% | 減碼 |
| 180 Wealth Advisors, LLC | 2,442 | $22.0 萬 | 0.03% | −89−3.5% | 減碼 |
| Bahl & Gaynor Inc | 2,436 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Dixon Mitchell Investment Counsel Inc. | 2,416 | $21.8 萬 | 0.01% | −1,683−41.1% | 減碼 |
| North Star Investment Management Corp. | 2,391 | $21.6 萬 | 0.01% | −126−5.0% | 減碼 |
| Park National Corp | 2,385 | $21.5 萬 | 0.01% | −325−12.0% | 減碼 |
| West Family Investments, Inc. | 2,374 | $21.4 萬 | 0.07% | +2,374 | 新進 |
| Westwood Holdings Group Inc. | 2,336 | $21.1 萬 | 0.00% | +2,336 | 新進 |
| Patten & Patten Inc | 2,328 | $21.0 萬 | 0.01% | +2,328 | 新進 |
| Townsend & Associates, Inc | 2,225 | $20.8 萬 | 0.02% | +2,225 | 新進 |
| Total Clarity Wealth Management, Inc. | 2,277 | $20.5 萬 | 0.07% | +2,277 | 新進 |
| Beverly Hills Private Wealth, LLC | 2,276 | $20.5 萬 | 0.04% | −556−19.6% | 減碼 |
| Alera Investment Advisors, LLC | 2,270 | $20.5 萬 | 0.02% | +2,270 | 新進 |
| RMB Capital Management, LLC | 2,264 | $20.4 萬 | 0.00% | +2,264 | 新進 |
| Pegasus Partners Ltd. | 2,262 | $20.4 萬 | 0.02% | −1,150−33.7% | 減碼 |
| REDW Wealth LLC | 2,220 | $20.0 萬 | 0.05% | +2,220 | 新進 |
| Bogart Wealth, LLC | 2,202 | $19.9 萬 | 0.01% | 00.0% | 不變 |
| Investors Research Corp | 2,157 | $19.5 萬 | 0.04% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 2,118 | $19.1 萬 | 0.04% | +2,118 | 新進 |
| Gulf International Bank (UK) Ltd | 2,121 | $19.1 萬 | 0.00% | −2,726−56.2% | 減碼 |
| Fifth Third Bancorp | 1,984 | $17.9 萬 | 0.00% | −490−19.8% | 減碼 |
| Cromwell Holdings LLC | 1,739 | $15.7 萬 | 0.10% | +473+37.4% | 加碼 |
| Studio Investment Management LLC | 1,668 | $15.0 萬 | 0.03% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,624 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,570 | $14.2 萬 | 0.01% | −259−14.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,547 | $14.0 萬 | 0.01% | +66+4.5% | 加碼 |
| Caldwell Trust Co | 1,500 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,400 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 1,400 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,339 | $12.1 萬 | 0.01% | +27+2.1% | 加碼 |
| Allworth Financial LP | 1,338 | $12.1 萬 | 0.00% | −4−0.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,330 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,318 | $11.9 萬 | 0.00% | +462+54.0% | 加碼 |
| Compass Wealth Management LLC | 1,240 | $11.2 萬 | 0.03% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 1,204 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,103 | $9.95 萬 | 0.00% | +342+44.9% | 加碼 |
| Whittier Trust Co | 1,092 | $9.85 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 1,055 | $9.52 萬 | 0.00% | −25−2.3% | 減碼 |
| Winthrop Capital Management, LLC | 1,058 | $9.50 萬 | 0.05% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,000 | $9.02 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 1,000 | $9.02 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,000 | $9.02 萬 | 0.01% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 980 | $8.84 萬 | 0.03% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 971 | $8.76 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 960 | $8.66 萬 | 0.02% | 00.0% | 不變 |
| Rhumbline Advisers | 903 | $8.14 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 852 | $7.68 萬 | 0.04% | −7−0.8% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 803 | $7.24 萬 | 0.03% | 00.0% | 不變 |
| Bray Capital Advisors | 800 | $7.22 萬 | 0.02% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 774 | $6.98 萬 | 0.01% | +8+1.0% | 加碼 |
| Ridgewood Investments LLC | 772 | $6.96 萬 | 0.03% | −1−0.1% | 減碼 |
| Tacita Capital Inc | 737 | $6.66 萬 | 0.04% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 737 | $6.65 萬 | 0.00% | +693+1,575.0% | 加碼 |
| Olistico Wealth, LLC | 700 | $6.31 萬 | 0.04% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 668 | $5.60 萬 | 0.00% | +451+207.8% | 加碼 |
| Princeton Global Asset Management LLC | 600 | $5.41 萬 | 0.01% | 00.0% | 不變 |
| Grove Bank & Trust | 567 | $5.11 萬 | 0.01% | +57+11.2% | 加碼 |
| GHP Investment Advisors, Inc. | 554 | $5.00 萬 | 0.00% | +393+244.1% | 加碼 |
| Central Trust Co | 550 | $4.96 萬 | 0.00% | −50−8.3% | 減碼 |