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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 13,506 | $131.0 萬 | 0.23% | +11+0.1% | 加碼 |
| Assetmark, Inc | 13,162 | $127.7 萬 | 0.00% | +13,047+11,345.2% | 加碼 |
| IFG Advisory, LLC | 12,858 | $124.8 萬 | 0.07% | −456−3.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 12,832 | $124.5 萬 | 0.00% | +1,419+12.4% | 加碼 |
| Graham Capital Management, L.P. | 12,742 | $123.7 萬 | 0.04% | −12,840−50.2% | 減碼 |
| Probity Advisors, Inc. | 12,650 | $122.8 萬 | 0.24% | −226−1.8% | 減碼 |
| Associated Banc-Corp | 12,480 | $121.1 萬 | 0.04% | −690−5.2% | 減碼 |
| SIG North Trading, ULC | 12,368 | $120.0 萬 | 0.27% | −94,302−88.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 12,007 | $116.5 萬 | 0.01% | +3,769+45.8% | 加碼 |
| Pathstone Holdings, LLC | 11,753 | $113.8 萬 | 0.01% | +204+1.8% | 加碼 |
| First Bank & Trust | 11,598 | $112.6 萬 | 0.22% | +11,598 | 新進 |
| State Street Corp | 11,531 | $111.9 萬 | 0.00% | +2,619+29.4% | 加碼 |
| Umb Bank N A | 11,508 | $111.7 萬 | 0.02% | −5,125−30.8% | 減碼 |
| Texas Yale Capital Corp. | 11,418 | $110.8 萬 | 0.04% | −420−3.5% | 減碼 |
| Keybank National Association | 11,327 | $109.9 萬 | 0.00% | −2,212−16.3% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,080 | $107.1 萬 | 0.03% | +11,080 | 新進 |
| Raleigh Capital Management Inc. | 10,872 | $105.5 萬 | 0.41% | +10,872 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 10,855 | $105.3 萬 | 0.00% | −896−7.6% | 減碼 |
| Signaturefd, LLC | 10,829 | $105.1 萬 | 0.02% | +1,935+21.8% | 加碼 |
| Ignite Planners, LLC | 10,780 | $103.6 萬 | 0.23% | +317+3.0% | 加碼 |
| Cerity Partners LLC | 10,916 | $103.2 萬 | 0.00% | −23−0.2% | 減碼 |
| Vise Technologies, Inc. | 10,320 | $100.2 萬 | 0.08% | +1,715+19.9% | 加碼 |
| Berger Financial Group, Inc | 9,827 | $95.4 萬 | 0.07% | −145−1.5% | 減碼 |
| Advisors Asset Management, Inc. | 9,778 | $94.9 萬 | 0.02% | −1,515−13.4% | 減碼 |
| Smithfield Trust Co | 9,766 | $94.7 萬 | 0.05% | 00.0% | 不變 |
| Capital World Investors | 9,749 | $94.6 萬 | 0.00% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 9,640 | $93.6 萬 | 0.08% | +9,640 | 新進 |
| Yousif Capital Management, LLC | 9,591 | $93.1 萬 | 0.01% | −1,155−10.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $92.2 萬 | 0.00% | 00.0% | 不變 |
| Nebula Research & Development LLC | 9,391 | $91.1 萬 | 0.11% | −383−3.9% | 減碼 |
| First American Bank | 9,360 | $90.8 萬 | 0.06% | 00.0% | 不變 |
| Independent Advisor Alliance | 8,970 | $87.1 萬 | 0.01% | +649+7.8% | 加碼 |
| Journey Strategic Wealth LLC | 8,720 | $84.6 萬 | 0.03% | +53+0.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 8,641 | $83.9 萬 | 0.03% | +918+11.9% | 加碼 |
| 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 |
| D.A. Davidson & Co. | 8,442 | $81.9 萬 | 0.01% | −160−1.9% | 減碼 |
| Louisbourg Investments Inc. | 8,428 | $81.8 萬 | 0.21% | 00.0% | 不變 |
| North Star Asset Management Inc | 8,422 | $81.7 萬 | 0.04% | +100+1.2% | 加碼 |
| Captrust Financial Advisors | 8,325 | $80.8 萬 | 0.00% | +5,324+177.4% | 加碼 |
| Blair William & Co | 8,105 | $78.7 萬 | 0.00% | +19+0.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 8,141 | $78.2 萬 | 0.01% | +8,141 | 新進 |
| Tiaa Trust, National Association | 8,032 | $78.0 萬 | 0.00% | +8,032 | 新進 |
| Wealth Alliance | 8,004 | $77.7 萬 | 0.09% | +8,004 | 新進 |
| Jones Financial Companies LLLP | 7,833 | $76.0 萬 | 0.00% | +3,502+80.9% | 加碼 |
| International Assets Investment Management, LLC | 740,236 | $76.0 萬 | 0.06% | +740,236 | 新進 |
| CIBC Private Wealth Group, LLC | 7,640 | $75.2 萬 | 0.00% | +2,897+61.1% | 加碼 |
| David Loasby | 7,555 | $73.6 萬 | 0.07% | +15+0.2% | 加碼 |
| Colony Group, LLC | 7,527 | $73.1 萬 | 0.00% | +4,147+122.7% | 加碼 |
| Jefferies Financial Group Inc. | 7,492 | $72.7 萬 | 0.01% | 00.0% | 不變 |
| Vaughan & Co Securities, Inc. | 7,390 | $71.7 萬 | 0.43% | −57−0.8% | 減碼 |
| Acadian Asset Management LLC | 7,242 | $70.1 萬 | 0.00% | +1,400+24.0% | 加碼 |
| Entropy Technologies, LP | 7,030 | $68.2 萬 | 0.07% | −22,744−76.4% | 減碼 |
| Harbour Investments, Inc. | 6,945 | $67.4 萬 | 0.02% | +48+0.7% | 加碼 |
| Mairs & Power Inc | 6,846 | $66.4 萬 | 0.01% | −1,000−12.7% | 減碼 |
| Avantax Advisory Services, Inc. | 6,746 | $65.5 萬 | 0.00% | +1,591+30.9% | 加碼 |
| Atomi Financial Group, Inc. | 6,709 | $65.1 萬 | 0.03% | +2,801+71.7% | 加碼 |
| Ti-Trust, Inc | 6,692 | $64.9 萬 | 0.44% | 00.0% | 不變 |
| Benjamin Edwards Inc | 6,645 | $64.5 萬 | 0.01% | +2,684+67.8% | 加碼 |
| Kestra Advisory Services, LLC | 6,580 | $63.9 萬 | 0.00% | +410+6.6% | 加碼 |
| Syon Capital LLC | 6,478 | $62.9 萬 | 0.06% | +567+9.6% | 加碼 |
| Wealthspire Advisors, LLC | 6,355 | $61.7 萬 | 0.01% | +125+2.0% | 加碼 |
| Harbour Trust & Investment Management Co | 6,340 | $61.5 萬 | 0.07% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 6,300 | $61.1 萬 | 0.00% | +6,300 | 新進 |
| Pacer Advisors, Inc. | 6,267 | $60.8 萬 | 0.00% | +16+0.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 6,211 | $60.3 萬 | 0.01% | +10.0% | 加碼 |
| Midland Wealth Advisors LLC | 6,200 | $60.2 萬 | 0.04% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 6,076 | $59.0 萬 | 0.11% | +6,076 | 新進 |
| Dorsey & Whitney Trust CO LLC | 6,062 | $58.8 萬 | 0.03% | 00.0% | 不變 |
| Busey Wealth Management | 6,000 | $58.2 萬 | 0.02% | 00.0% | 不變 |
| XTX Topco Ltd | 5,888 | $57.1 萬 | 0.05% | +54+0.9% | 加碼 |
| Evergreen Capital Management LLC | 5,836 | $56.6 萬 | 0.02% | +973+20.0% | 加碼 |
| Pacifica Partners Inc. | 5,660 | $54.8 萬 | 0.24% | −320−5.4% | 減碼 |
| Ipswich Investment Management Co., Inc. | 5,610 | $54.4 萬 | 0.13% | −2,429−30.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,548 | $53.8 萬 | 0.04% | −9,127−62.2% | 減碼 |
| Prudential PLC | 5,514 | $53.5 萬 | 0.00% | −2,088−27.5% | 減碼 |
| HighPoint Advisor Group LLC | 5,376 | $53.5 萬 | 0.03% | +278+5.5% | 加碼 |
| Squarepoint Ops LLC | 5,454 | $52.9 萬 | 0.00% | +1,892+53.1% | 加碼 |
| Susquehanna International Group, LLP | 5,279 | $51.2 萬 | 0.00% | +2,278+75.9% | 加碼 |
| Boston Private Wealth LLC | 5,176 | $50.2 萬 | 0.01% | +5,176 | 新進 |
| Passumpsic Savings Bank | 5,155 | $50.0 萬 | 0.31% | +13+0.3% | 加碼 |
| Natixis | 5,132 | $49.8 萬 | 0.00% | +4,930+2,440.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,114 | $49.6 萬 | 0.01% | −405−7.3% | 減碼 |
| Danske Bank A/S | 5,090 | $49.4 萬 | 0.00% | +5,090 | 新進 |
| Pensionmark Financial Group, LLC | 4,963 | $48.2 萬 | 0.01% | +1,206+32.1% | 加碼 |
| Intrua Financial, LLC | 4,951 | $48.1 萬 | 0.08% | +311+6.7% | 加碼 |
| Crescent Grove Advisors, LLC | 4,949 | $48.0 萬 | 0.05% | −1,506−23.3% | 減碼 |
| Financial Counselors Inc | 4,885 | $47.4 萬 | 0.01% | −30−0.6% | 減碼 |
| Tradition Wealth Management, LLC | 4,864 | $47.2 萬 | 0.04% | −85−1.7% | 減碼 |
| Prudential Financial Inc | 4,770 | $46.3 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 4,761 | $46.2 萬 | 0.00% | −1,162−19.6% | 減碼 |
| Sand Hill Global Advisors, LLC | 4,702 | $45.6 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 4,618 | $44.8 萬 | 0.00% | +1,703+58.4% | 加碼 |
| Oppenheimer & Co Inc | 4,597 | $44.6 萬 | 0.01% | −65−1.4% | 減碼 |
| KLCM Advisors, Inc. | 4,538 | $44.0 萬 | 0.05% | +387+9.3% | 加碼 |
| Lido Advisors, LLC | 4,516 | $43.8 萬 | 0.00% | +4,516 | 新進 |
| Patrick M Sweeney & Associates, Inc | 4,508 | $43.8 萬 | 0.33% | 00.0% | 不變 |
| Ellenbecker Investment Group | 4,505 | $43.7 萬 | 0.08% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 4,480 | $43.5 萬 | 0.01% | +4,480 | 新進 |
| Rowland & Co Investment Counsel | 4,476 | $43.4 萬 | 0.09% | 00.0% | 不變 |