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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2025 年第 1 季 13F 持有人
Bank of Montreal 在 2025/3/31 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
- 556
- 較 2024 年第 4 季 +29 家
- 持有股數
- 3.45 億
- 較 2024 年第 4 季 +286.5 萬 (+0.8%)
- 總市值
- $330.4 億
- 較 2024 年第 4 季 −$1.84 億 (−0.6%)
- 新進機構
- 76
- 另有 185 家加碼
- 清倉機構
- 47
- 另有 167 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Washington Trust Co | 1,000 | $9.55 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,051 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 1,055 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 1,061 | $10.1 萬 | 0.00% | +12+1.1% | 加碼 |
| Caitong International Asset Management Co., Ltd | 1,073 | $10.2 萬 | 0.08% | +1,073 | 新進 |
| Retirement Wealth Solutions LLC | 1,086 | $10.4 萬 | 0.08% | 00.0% | 不變 |
| Private Trust Co NA | 1,101 | $10.5 萬 | 0.01% | +243+28.3% | 加碼 |
| Hexagon Capital Partners LLC | 1,128 | $10.8 萬 | 0.02% | +81+7.7% | 加碼 |
| Operose Advisors LLC | 1,200 | $11.5 萬 | 0.04% | −1,093−47.7% | 減碼 |
| Compass Wealth Management LLC | 1,240 | $11.8 萬 | 0.03% | 00.0% | 不變 |
| Studio Investment Management LLC | 1,385 | $13.2 萬 | 0.03% | −103−6.9% | 減碼 |
| Webster Bank, N. A. | 1,400 | $13.4 萬 | 0.01% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $13.8 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 1,500 | $14.3 萬 | 0.02% | 00.0% | 不變 |
| Greykasell Wealth Strategies, Inc. | 1,521 | $14.5 萬 | 0.08% | +1,521 | 新進 |
| GAMMA Investing LLC | 1,570 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,694 | $16.2 萬 | 0.01% | −276−14.0% | 減碼 |
| Trifecta Capital Advisors, LLC | 1,700 | $16.2 萬 | 0.03% | −600−26.1% | 減碼 |
| Pinney & Scofield, Inc. | 1,700 | $16.2 萬 | 0.12% | 00.0% | 不變 |
| Allworth Financial LP | 1,737 | $16.6 萬 | 0.00% | +30+1.8% | 加碼 |
| Cromwell Holdings LLC | 1,739 | $16.6 萬 | 0.11% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,798 | $17.2 萬 | 0.01% | +643+55.7% | 加碼 |
| SBI Securities Co., Ltd. | 1,845 | $17.6 萬 | 0.01% | +355+23.8% | 加碼 |
| NBT Bank N A | 2,012 | $19.2 萬 | 0.01% | −43,824−95.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,067 | $19.7 萬 | 0.00% | +1,628+370.8% | 加碼 |
| FDx Advisors, Inc. | 2,099 | $20.0 萬 | 0.07% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 2,095 | $20.0 萬 | 0.02% | 00.0% | 不變 |
| Investors Research Corp | 2,102 | $20.1 萬 | 0.04% | +65+3.2% | 加碼 |
| Townsend & Associates, Inc | 2,225 | $20.5 萬 | 0.02% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 2,178 | $20.8 萬 | 0.00% | +50+2.3% | 加碼 |
| Greenleaf Trust | 2,190 | $20.9 萬 | 0.00% | +2,190 | 新進 |
| Cobblestone Capital Advisors LLC | 2,200 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| Bogart Wealth, LLC | 2,202 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,203 | $21.0 萬 | 0.00% | +2,203 | 新進 |
| Plancorp, LLC | 2,209 | $21.1 萬 | 0.01% | +2,209 | 新進 |
| Total Clarity Wealth Management, Inc. | 2,185 | $21.2 萬 | 0.07% | 00.0% | 不變 |
| Lido Advisors, LLC | 2,253 | $21.5 萬 | 0.00% | −2,263−50.1% | 減碼 |
| Annex Advisory Services, LLC | 2,257 | $21.6 萬 | 0.01% | +25+1.1% | 加碼 |
| West Family Investments, Inc. | 2,277 | $21.7 萬 | 0.08% | 00.0% | 不變 |
| Intrust Bank NA | 2,281 | $21.8 萬 | 0.02% | +52+2.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,282 | $21.8 萬 | 0.01% | +768+50.7% | 加碼 |
| Valeo Financial Advisors, LLC | 2,287 | $21.8 萬 | 0.01% | −578−20.2% | 減碼 |
| Park National Corp | 2,325 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Patten & Patten Inc | 2,328 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 2,336 | $22.3 萬 | 0.00% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 2,386 | $22.8 萬 | 0.04% | +2,386 | 新進 |
| North Star Investment Management Corp. | 2,389 | $22.8 萬 | 0.02% | 00.0% | 不變 |
| SG Americas Securities, LLC | 2,410 | $23.0 萬 | 0.00% | +2,410 | 新進 |
| TownSquare Capital, LLC | 2,485 | $23.7 萬 | 0.00% | +175+7.6% | 加碼 |
| First Business Financial Services, Inc. | 2,492 | $23.8 萬 | 0.02% | +2,492 | 新進 |
| Perfromance Wealth Partners, LLC | 2,500 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Corient IA LLC | 2,500 | $23.9 萬 | 0.17% | +2,500 | 新進 |
| Guggenheim Capital LLC | 2,504 | $23.9 萬 | 0.00% | +2,504 | 新進 |
| Buckingham Strategic Partners | 2,504 | $23.9 萬 | 0.00% | +2,504 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,498 | $23.9 萬 | 0.06% | +2,498 | 新進 |
| Thompson Investment Management, Inc. | 2,524 | $24.1 萬 | 0.04% | −234−8.5% | 減碼 |
| CVA Family Office, LLC | 2,525 | $24.1 萬 | 0.04% | 00.0% | 不變 |
| Old National Bancorp | 2,542 | $24.3 萬 | 0.01% | −16−0.6% | 減碼 |
| SkyView Investment Advisors, LLC | 2,599 | $24.8 萬 | 0.04% | +2,599 | 新進 |
| Bayesian Capital Management, LP | 2,600 | $24.8 萬 | 0.04% | +2,600 | 新進 |
| Smith, Moore & Co. | 2,636 | $25.2 萬 | 0.02% | −122−4.4% | 減碼 |
| Fielder Capital Group LLC | 2,643 | $25.2 萬 | 0.07% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 2,648 | $25.3 萬 | 0.00% | −67−2.5% | 減碼 |
| Ascent Group, LLC | 2,664 | $25.4 萬 | 0.01% | +2,664 | 新進 |
| Archetype Wealth Partners | 2,672 | $25.5 萬 | 0.04% | 00.0% | 不變 |
| Good Steward Wealth Advisors,LLC | 2,679 | $25.6 萬 | 0.23% | +2,679 | 新進 |
| Ameritas Advisory Services, LLC | 2,651 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Evelyn Partners Investment Management LLP | 2,700 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 2,701 | $25.9 萬 | 0.12% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 2,716 | $25.9 萬 | 0.02% | −635−18.9% | 減碼 |
| Terry L. Blaker | 2,716 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| RMB Capital Management, LLC | 2,716 | $25.9 萬 | 0.01% | +452+20.0% | 加碼 |
| Fox Run Management, L.L.C. | 2,753 | $26.3 萬 | 0.04% | +2,753 | 新進 |
| Park Place Capital Corp | 2,756 | $26.3 萬 | 0.07% | −68−2.4% | 減碼 |
| Snowden Capital Advisors LLC | 2,771 | $26.5 萬 | 0.01% | −269−8.8% | 減碼 |
| Stevens Capital Management LP | 2,774 | $26.5 萬 | 0.07% | +2,774 | 新進 |
| Argent Trust Co | 2,792 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,797 | $26.7 萬 | 0.03% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,815 | $26.9 萬 | 0.02% | +70+2.6% | 加碼 |
| Gluskin Sheff & Assoc Inc | 2,837 | $27.1 萬 | 0.03% | −1,073−27.4% | 減碼 |
| Bridgewater Advisors Inc. | 2,872 | $27.4 萬 | 0.02% | +2,872 | 新進 |
| Farther Finance Advisors, LLC | 2,844 | $27.4 萬 | 0.01% | +1,667+141.6% | 加碼 |
| Parallel Advisors, LLC | 2,877 | $27.5 萬 | 0.01% | +75+2.7% | 加碼 |
| Lantz Financial LLC | 2,895 | $27.7 萬 | 0.08% | −125−4.1% | 減碼 |
| Versant Capital Management, Inc | 2,919 | $27.9 萬 | 0.05% | +2,866+5,407.5% | 加碼 |
| Enterprise Bank & Trust Co | 2,920 | $27.9 萬 | 0.11% | 00.0% | 不變 |
| Commerce Bank | 2,927 | $28.0 萬 | 0.00% | −1,132−27.9% | 減碼 |
| Magnus Financial Group LLC | 2,927 | $28.0 萬 | 0.03% | +70+2.5% | 加碼 |
| Code Waechter LLC | 2,952 | $28.2 萬 | 0.23% | +2,952 | 新進 |
| Chiron Capital Management, LLC | 2,960 | $28.3 萬 | 0.26% | −1,201−28.9% | 減碼 |
| Wedbush Securities Inc | 2,959 | $28.3 萬 | 0.01% | −32−1.1% | 減碼 |
| AE Wealth Management LLC | 2,966 | $28.3 萬 | 0.00% | −789−21.0% | 減碼 |
| Murphy & Mullick Capital Management Corp | 2,981 | $28.5 萬 | 0.28% | −127−4.1% | 減碼 |
| WoodTrust Financial Corp | 2,988 | $28.5 萬 | 0.04% | 00.0% | 不變 |
| Diversified Trust Co | 2,996 | $28.6 萬 | 0.01% | −29−1.0% | 減碼 |
| Cherokee Insurance Co | 3,005 | $28.7 萬 | 0.13% | 00.0% | 不變 |
| SIH Partners, LLLP | 3,010 | $28.7 萬 | 0.03% | +3,010 | 新進 |
| Hilltop Holdings Inc. | 3,010 | $28.7 萬 | 0.02% | +407+15.6% | 加碼 |
| Checchi Capital Advisers, LLC | 3,030 | $28.9 萬 | 0.02% | +514+20.4% | 加碼 |
| Prospera Financial Services Inc | 3,035 | $29.0 萬 | 0.01% | 00.0% | 不變 |