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 4 季 13F 持有人
Bank of Montreal 在 2024/12/31 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
- 536
- 較 2024 年第 3 季 +73 家
- 持有股數
- 3.44 億
- 較 2024 年第 3 季 +409.1 萬 (+1.2%)
- 總市值
- $334.1 億
- 較 2024 年第 3 季 +$26.4 億 (+8.6%)
- 新進機構
- 106
- 另有 191 家加碼
- 清倉機構
- 33
- 另有 136 家減碼
另有 7 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 1,051 | $10.2 萬 | 0.00% | +551+110.2% | 加碼 |
| Mather Group, LLC. | 1,055 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Winthrop Capital Management, LLC | 1,058 | $10.3 萬 | 0.03% | 00.0% | 不變 |
| Retirement Wealth Solutions LLC | 1,086 | $10.6 萬 | 0.09% | +1,086 | 新進 |
| GeoWealth Management, LLC | 1,155 | $11.2 萬 | 0.00% | +1,101+2,038.9% | 加碼 |
| Farther Finance Advisors, LLC | 1,177 | $11.4 萬 | 0.00% | +74+6.7% | 加碼 |
| Compass Wealth Management LLC | 1,240 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,330 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,333 | $12.9 萬 | 0.01% | −6−0.4% | 減碼 |
| Cyrus J. Lawrence, LLC | 1,400 | $13.5 萬 | 0.03% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,400 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $13.7 萬 | 0.01% | +1,317+473.7% | 加碼 |
| Studio Investment Management LLC | 1,488 | $14.4 萬 | 0.03% | −180−10.8% | 減碼 |
| SBI Securities Co., Ltd. | 1,490 | $14.5 萬 | 0.00% | +1,490 | 新進 |
| Gulf International Bank (UK) Ltd | 1,499 | $14.5 萬 | 0.00% | −622−29.3% | 減碼 |
| Caldwell Trust Co | 1,500 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,514 | $14.7 萬 | 0.01% | −33−2.1% | 減碼 |
| GAMMA Investing LLC | 1,570 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,624 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Pinney & Scofield, Inc. | 1,700 | $16.5 萬 | 0.13% | +1,700 | 新進 |
| Cromwell Holdings LLC | 1,739 | $16.9 萬 | 0.10% | 00.0% | 不變 |
| Allworth Financial LP | 1,707 | $17.1 萬 | 0.00% | +369+27.6% | 加碼 |
| Geneos Wealth Management Inc. | 1,970 | $19.1 萬 | 0.01% | +1,970 | 新進 |
| Oarsman Capital, Inc. | 1,998 | $19.4 萬 | 0.03% | −120−5.7% | 減碼 |
| Investors Research Corp | 2,037 | $19.8 萬 | 0.04% | −120−5.6% | 減碼 |
| SNS Financial Group, LLC | 2,065 | $20.0 萬 | 0.02% | +2,065 | 新進 |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $20.1 萬 | 0.05% | +2,075 | 新進 |
| Avant Financial Advisors LLC | 2,080 | $20.2 萬 | 0.19% | +2,080 | 新進 |
| Ausdal Financial Partners, Inc. | 2,095 | $20.3 萬 | 0.02% | +2,095 | 新進 |
| First Affirmative Financial Network | 2,096 | $20.3 萬 | 0.12% | −390−15.7% | 減碼 |
| Firestone Capital Management | 2,100 | $20.4 萬 | 0.05% | +2,100 | 新進 |
| FDx Advisors, Inc. | 2,099 | $20.4 萬 | 0.06% | +2,099 | 新進 |
| Triasima Portfolio Management inc. | 2,115 | $20.5 萬 | 0.04% | +2,115 | 新進 |
| RSM US Wealth Management LLC | 2,128 | $20.6 萬 | 0.00% | +2,128 | 新進 |
| Schechter Investment Advisors, LLC | 2,182 | $21.2 萬 | 0.02% | +2,182 | 新進 |
| Total Clarity Wealth Management, Inc. | 2,185 | $21.2 萬 | 0.07% | −92−4.0% | 減碼 |
| Cobblestone Capital Advisors LLC | 2,200 | $21.4 萬 | 0.01% | +2,200 | 新進 |
| Bogart Wealth, LLC | 2,202 | $21.4 萬 | 0.01% | 00.0% | 不變 |
| Intrust Bank NA | 2,229 | $21.6 萬 | 0.02% | +2,229 | 新進 |
| Annex Advisory Services, LLC | 2,232 | $21.7 萬 | 0.01% | −578−20.6% | 減碼 |
| 180 Wealth Advisors, LLC | 2,236 | $21.7 萬 | 0.03% | −206−8.4% | 減碼 |
| RMB Capital Management, LLC | 2,264 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 2,269 | $22.0 萬 | 0.02% | +2,269 | 新進 |
| West Family Investments, Inc. | 2,277 | $22.1 萬 | 0.08% | −97−4.1% | 減碼 |
| Operose Advisors LLC | 2,293 | $22.3 萬 | 0.08% | −1,193−34.2% | 減碼 |
| Townsend & Associates, Inc | 2,225 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 2,300 | $22.3 萬 | 0.04% | −375−14.0% | 減碼 |
| Wrapmanager Inc | 2,310 | $22.4 萬 | 0.06% | +2,310 | 新進 |
| TownSquare Capital, LLC | 2,310 | $22.4 萬 | 0.00% | +2,310 | 新進 |
| Park National Corp | 2,325 | $22.6 萬 | 0.01% | −60−2.5% | 減碼 |
| Patten & Patten Inc | 2,328 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 2,336 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| Glenmede Trust Co NA | 2,342 | $22.7 萬 | 0.00% | +2,342 | 新進 |
| Mesirow Financial Investment Management, Inc. | 2,363 | $22.9 萬 | 0.00% | +2,363 | 新進 |
| North Star Investment Management Corp. | 2,389 | $23.2 萬 | 0.02% | −2−0.1% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 2,444 | $23.7 萬 | 0.01% | +28+1.2% | 加碼 |
| Perfromance Wealth Partners, LLC | 2,500 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 2,516 | $24.4 萬 | 0.02% | +2,516 | 新進 |
| CVA Family Office, LLC | 2,525 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| Old National Bancorp | 2,558 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 2,578 | $25.0 萬 | 0.00% | +2,578 | 新進 |
| Doliver Advisors, LP | 2,597 | $25.2 萬 | 0.07% | −44−1.7% | 減碼 |
| Hilltop Holdings Inc. | 2,603 | $25.3 萬 | 0.02% | +2,603 | 新進 |
| Fielder Capital Group LLC | 2,643 | $25.7 萬 | 0.08% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,651 | $25.7 萬 | 0.01% | +38+1.5% | 加碼 |
| Archetype Wealth Partners | 2,672 | $25.9 萬 | 0.04% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 2,701 | $26.0 萬 | 0.13% | +2,701 | 新進 |
| Evelyn Partners Investment Management LLP | 2,700 | $26.2 萬 | 0.01% | +2,700 | 新進 |
| United Capital Financial Advisers, LLC | 2,715 | $26.3 萬 | 0.00% | −23−0.8% | 減碼 |
| Terry L. Blaker | 2,716 | $26.4 萬 | 0.01% | +2,716 | 新進 |
| Lindbrook Capital, LLC | 2,745 | $26.6 萬 | 0.02% | +155+6.0% | 加碼 |
| Thompson Investment Management, Inc. | 2,758 | $26.8 萬 | 0.04% | −230−7.7% | 減碼 |
| Smith, Moore & Co. | 2,758 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Argent Trust Co | 2,792 | $27.1 萬 | 0.01% | +2,792 | 新進 |
| Cozad Asset Management Inc | 2,797 | $27.1 萬 | 0.03% | −107−3.7% | 減碼 |
| Parallel Advisors, LLC | 2,802 | $27.2 萬 | 0.01% | +208+8.0% | 加碼 |
| Park Place Capital Corp | 2,824 | $27.4 萬 | 0.08% | +2,824 | 新進 |
| Magnus Financial Group LLC | 2,857 | $27.7 萬 | 0.03% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 2,865 | $27.8 萬 | 0.01% | +125+4.6% | 加碼 |
| Davis-Rea Ltd. | 2,925 | $28.3 萬 | 0.14% | 00.0% | 不變 |
| Enterprise Bank & Trust Co | 2,920 | $28.3 萬 | 0.09% | 00.0% | 不變 |
| HB Wealth Management, LLC | 2,936 | $28.5 萬 | 0.00% | +2,936 | 新進 |
| Wedbush Securities Inc | 2,991 | $29.0 萬 | 0.01% | −95−3.1% | 減碼 |
| WoodTrust Financial Corp | 2,988 | $29.0 萬 | 0.04% | +274+10.1% | 加碼 |
| Cherokee Insurance Co | 3,005 | $29.2 萬 | 0.13% | +3,005 | 新進 |
| Lantz Financial LLC | 3,020 | $29.3 萬 | 0.08% | +3,020 | 新進 |
| Diversified Trust Co | 3,025 | $29.4 萬 | 0.01% | +6+0.2% | 加碼 |
| Prospera Financial Services Inc | 3,035 | $29.5 萬 | 0.01% | −118−3.7% | 減碼 |
| Savant Capital, LLC | 3,037 | $29.5 萬 | 0.00% | −1,702−35.9% | 減碼 |
| Snowden Capital Advisors LLC | 3,040 | $29.5 萬 | 0.01% | +3,040 | 新進 |
| AQR Capital Management LLC | 3,069 | $29.8 萬 | 0.00% | +3,069 | 新進 |
| Brown Brothers Harriman & Co | 3,079 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $30.0 萬 | 0.04% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 3,108 | $30.2 萬 | 0.28% | +3,108 | 新進 |
| Baskin Financial Services Inc. | 3,172 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,185 | $30.9 萬 | 0.01% | +139+4.6% | 加碼 |
| CWM, LLC | 3,219 | $31.2 萬 | 0.00% | +1,901+144.2% | 加碼 |
| FineMark National Bank & Trust | 3,240 | $31.4 萬 | 0.01% | −5,681−63.7% | 減碼 |
| Ballentine Partners, LLC | 3,242 | $31.5 萬 | 0.01% | +319+10.9% | 加碼 |
| Brighton Jones LLC | 3,271 | $31.7 萬 | 0.01% | −116−3.4% | 減碼 |