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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 8,443 | $81.9 萬 | 0.01% | +3,672+77.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 8,443 | $81.9 萬 | 0.01% | +3,672+77.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 8,641 | $83.9 萬 | 0.03% | +918+11.9% | 加碼 |
| Journey Strategic Wealth LLC | 8,720 | $84.6 萬 | 0.03% | +53+0.6% | 加碼 |
| Independent Advisor Alliance | 8,970 | $87.1 萬 | 0.01% | +649+7.8% | 加碼 |
| First American Bank | 9,360 | $90.8 萬 | 0.06% | 00.0% | 不變 |
| Nebula Research & Development LLC | 9,391 | $91.1 萬 | 0.11% | −383−3.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $92.2 萬 | 0.00% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 9,591 | $93.1 萬 | 0.01% | −1,155−10.7% | 減碼 |
| Verdence Capital Advisors LLC | 9,640 | $93.6 萬 | 0.08% | +9,640 | 新進 |
| Capital World Investors | 9,749 | $94.6 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 9,766 | $94.7 萬 | 0.05% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 9,778 | $94.9 萬 | 0.02% | −1,515−13.4% | 減碼 |
| Berger Financial Group, Inc | 9,827 | $95.4 萬 | 0.07% | −145−1.5% | 減碼 |
| Vise Technologies, Inc. | 10,320 | $100.2 萬 | 0.08% | +1,715+19.9% | 加碼 |
| Cerity Partners LLC | 10,916 | $103.2 萬 | 0.00% | −23−0.2% | 減碼 |
| Ignite Planners, LLC | 10,780 | $103.6 萬 | 0.23% | +317+3.0% | 加碼 |
| Signaturefd, LLC | 10,829 | $105.1 萬 | 0.02% | +1,935+21.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,855 | $105.3 萬 | 0.00% | −896−7.6% | 減碼 |
| Raleigh Capital Management Inc. | 10,872 | $105.5 萬 | 0.41% | +10,872 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,080 | $107.1 萬 | 0.03% | +11,080 | 新進 |
| Keybank National Association | 11,327 | $109.9 萬 | 0.00% | −2,212−16.3% | 減碼 |
| Texas Yale Capital Corp. | 11,418 | $110.8 萬 | 0.04% | −420−3.5% | 減碼 |
| Umb Bank N A | 11,508 | $111.7 萬 | 0.02% | −5,125−30.8% | 減碼 |
| State Street Corp | 11,531 | $111.9 萬 | 0.00% | +2,619+29.4% | 加碼 |
| First Bank & Trust | 11,598 | $112.6 萬 | 0.22% | +11,598 | 新進 |
| Pathstone Holdings, LLC | 11,753 | $113.8 萬 | 0.01% | +204+1.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 12,007 | $116.5 萬 | 0.01% | +3,769+45.8% | 加碼 |
| SIG North Trading, ULC | 12,368 | $120.0 萬 | 0.27% | −94,302−88.4% | 減碼 |
| Associated Banc-Corp | 12,480 | $121.1 萬 | 0.04% | −690−5.2% | 減碼 |
| Probity Advisors, Inc. | 12,650 | $122.8 萬 | 0.24% | −226−1.8% | 減碼 |
| Graham Capital Management, L.P. | 12,742 | $123.7 萬 | 0.04% | −12,840−50.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 12,832 | $124.5 萬 | 0.00% | +1,419+12.4% | 加碼 |
| IFG Advisory, LLC | 12,858 | $124.8 萬 | 0.07% | −456−3.4% | 減碼 |
| Assetmark, Inc | 13,162 | $127.7 萬 | 0.00% | +13,047+11,345.2% | 加碼 |
| Cigna Investments Inc | 13,506 | $131.0 萬 | 0.23% | +11+0.1% | 加碼 |
| Shell Asset Management Co | 13,691 | $132.8 萬 | 0.06% | +1,000+7.9% | 加碼 |
| Curbstone Financial Management Corp | 13,834 | $134.3 萬 | 0.28% | 00.0% | 不變 |
| Cumberland Partners Ltd | 13,902 | $134.7 萬 | 0.09% | +3,319+31.4% | 加碼 |
| Spartan Fund Management Inc. | 14,200 | $137.8 萬 | 4.60% | +14,200 | 新進 |
| Ritholtz Wealth Management | 14,472 | $140.5 萬 | 0.04% | +2,797+24.0% | 加碼 |
| Fulton Bank, N.A. | 14,497 | $140.7 萬 | 0.05% | +14,497 | 新進 |
| Turn8 Private Wealth Inc. | 10,905 | $152.2 萬 | 1.08% | +10,905 | 新進 |
| Atria Investments LLC | 15,948 | $154.8 萬 | 0.02% | +15,948 | 新進 |
| Quantinno Capital Management LP | 16,215 | $157.4 萬 | 0.02% | +7,093+77.8% | 加碼 |
| Wetherby Asset Management Inc | 16,440 | $159.6 萬 | 0.08% | +82+0.5% | 加碼 |
| Gries Financial LLC | 16,512 | $160.2 萬 | 0.28% | −40.0% | 減碼 |
| Principal Financial Group Inc | 17,300 | $167.9 萬 | 0.00% | −300−1.7% | 減碼 |
| Algert Global LLC | 17,509 | $169.8 萬 | 0.04% | +884+5.3% | 加碼 |
| NorthRock Partners, LLC | 17,941 | $174.1 萬 | 0.06% | −15−0.1% | 減碼 |
| Employees Provident Fund Board | 18,200 | $176.6 萬 | 0.02% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 18,215 | $176.8 萬 | 0.17% | +4,165+29.6% | 加碼 |
| Pinebridge Investments, L.P. | 12,813 | $178.8 萬 | 0.01% | −1,674−11.6% | 減碼 |
| Columbus Macro, LLC | 18,521 | $179.7 萬 | 0.25% | +18,521 | 新進 |
| Credit Agricole S A | 18,781 | $182.3 萬 | 0.01% | −126−0.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 19,612 | $190.3 萬 | 0.01% | +19,612 | 新進 |
| Anson Funds Management LP | 20,000 | $194.0 萬 | 0.24% | +20,000 | 新進 |
| UniSuper Management Pty Ltd | 14,000 | $195.4 萬 | 0.01% | −3,500−20.0% | 減碼 |
| Resources Management Corp | 20,140 | $195.5 萬 | 0.27% | −284−1.4% | 減碼 |
| Gold Investment Management Ltd. | 21,148 | $205.3 萬 | 0.87% | +243+1.2% | 加碼 |
| Private Advisor Group, LLC | 21,371 | $207.4 萬 | 0.01% | +277+1.3% | 加碼 |
| JustInvest LLC | 21,587 | $209.5 萬 | 0.03% | +2,536+13.3% | 加碼 |
| HighTower Advisors, LLC | 22,296 | $216.4 萬 | 0.00% | +2,322+11.6% | 加碼 |
| TD Private Client Wealth LLC | 22,782 | $221.1 萬 | 0.06% | +22,782 | 新進 |
| CI Private Wealth, LLC | 23,379 | $226.9 萬 | 0.00% | +2,264+10.7% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $229.9 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 24,111 | $233.8 萬 | 0.00% | −769−3.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 24,130 | $234.2 萬 | 0.04% | −2,773−10.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 24,321 | $236.0 萬 | 0.00% | +14,658+151.7% | 加碼 |
| Advisor Group Holdings, Inc. | 24,816 | $241.1 萬 | 0.01% | +603+2.5% | 加碼 |
| Janney Montgomery Scott LLC | 24,958 | $242.2 萬 | 0.01% | +14,584+140.6% | 加碼 |
| US Bancorp | 25,257 | $245.1 萬 | 0.00% | +6,194+32.5% | 加碼 |
| Metis Global Partners, LLC | 27,184 | $263.9 萬 | 0.08% | +1,402+5.4% | 加碼 |
| Silver Lake Advisory, LLC | 28,741 | $278.9 萬 | 1.23% | −1,486−4.9% | 減碼 |
| Davenport & Co LLC | 28,981 | $281.3 萬 | 0.02% | +28,981 | 新進 |
| Harvest Portfolios Group Inc. | 30,688 | $297.9 萬 | 0.10% | −1,124−3.5% | 減碼 |
| Rodgers Brothers Inc. | 30,900 | $299.9 萬 | 0.39% | +17,875+137.2% | 加碼 |
| Wolverine Trading, LLC | 30,994 | $300.3 萬 | 0.07% | +11,501+59.0% | 加碼 |
| Union Bancaire Privee, UBP SA | 33,158 | $322.0 萬 | 0.06% | +33,158 | 新進 |
| MML Investors Services, LLC | 33,361 | $323.8 萬 | 0.01% | +24,874+293.1% | 加碼 |
| Pinnacle Associates Ltd | 33,600 | $326.1 萬 | 0.04% | +13,100+63.9% | 加碼 |
| Natixis Advisors, L.P. | 36,175 | $351.1 萬 | 0.01% | +5,185+16.7% | 加碼 |
| Baird Financial Group, Inc. | 36,857 | $357.7 萬 | 0.01% | +291+0.8% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 25,741 | $359.2 萬 | 1.24% | +25,741 | 新進 |
| Vertex Planning Partners, LLC | 37,990 | $368.7 萬 | 0.81% | −6,938−15.4% | 減碼 |
| Twin Tree Management, LP | 38,300 | $371.7 萬 | 0.09% | −11,795−23.5% | 減碼 |
| AXA S.A. | 38,885 | $377.4 萬 | 0.01% | −161,315−80.6% | 減碼 |
| K.J. Harrison & Partners Inc | 39,738 | $385.3 萬 | 0.60% | −353−0.9% | 減碼 |
| Rathbone Brothers plc | 42,543 | $412.8 萬 | 0.02% | −5,560−11.6% | 減碼 |
| Maryland State Retirement & Pension System | 43,093 | $418.2 萬 | 0.09% | +210+0.5% | 加碼 |
| PCJ Investment Counsel Ltd. | 44,040 | $427.0 萬 | 1.44% | +44,040 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 44,409 | $430.9 萬 | 0.01% | +44,409 | 新進 |
| NBT Bank N A | 45,836 | $444.8 萬 | 0.31% | 00.0% | 不變 |
| Creative Planning | 46,000 | $446.4 萬 | 0.00% | +11,769+34.4% | 加碼 |
| Allianz Asset Management GmbH | 46,418 | $450.4 萬 | 0.01% | +260+0.6% | 加碼 |
| United Services Automobile Association | 23,798 | $476.6 萬 | 0.16% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 49,433 | $479.7 萬 | 0.01% | −1,249−2.5% | 減碼 |
| Mariner, LLC | 50,178 | $487.0 萬 | 0.01% | +3,709+8.0% | 加碼 |
| Ensign Peak Advisors, Inc | 51,729 | $501.9 萬 | 0.01% | 00.0% | 不變 |
| Romano Brothers and Company | 51,933 | $504.0 萬 | 0.64% | +400+0.8% | 加碼 |