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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 4,770 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 4,756 | $45.4 萬 | 0.01% | +350+7.9% | 加碼 |
| Intrua Financial, LLC | 4,730 | $45.2 萬 | 0.07% | −221−4.5% | 減碼 |
| Oppenheimer & Co Inc | 4,717 | $45.1 萬 | 0.01% | +120+2.6% | 加碼 |
| Pinebridge Investments, L.P. | 3,215 | $44.2 萬 | 0.00% | −9,598−74.9% | 減碼 |
| Sand Hill Global Advisors, LLC | 4,569 | $43.6 萬 | 0.02% | −133−2.8% | 減碼 |
| HB Wealth Management, LLC | 4,529 | $43.3 萬 | 0.00% | +1,593+54.3% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 4,508 | $43.1 萬 | 0.32% | 00.0% | 不變 |
| Ellenbecker Investment Group | 4,505 | $43.0 萬 | 0.08% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 4,476 | $42.8 萬 | 0.09% | 00.0% | 不變 |
| Camden Capital, LLC | 4,469 | $42.7 萬 | 0.04% | +20.0% | 加碼 |
| First Citizens Bank & Trust Co | 4,464 | $42.6 萬 | 0.01% | −16−0.4% | 減碼 |
| Silverlake Wealth Management LLC | 4,447 | $42.5 萬 | 0.16% | +4+0.1% | 加碼 |
| Biltmore Family Office, LLC | 4,360 | $41.6 萬 | 0.07% | 00.0% | 不變 |
| Boltwood Capital Management | 4,325 | $41.3 萬 | 0.13% | +25+0.6% | 加碼 |
| Nebula Research & Development LLC | 4,168 | $39.8 萬 | 0.04% | −5,223−55.6% | 減碼 |
| PDS Planning, Inc | 4,056 | $38.7 萬 | 0.03% | +309+8.2% | 加碼 |
| Glenmede Trust Co NA | 4,039 | $38.6 萬 | 0.00% | +1,697+72.5% | 加碼 |
| Davis-Rea Ltd. | 4,003 | $38.2 萬 | 0.10% | +1,078+36.9% | 加碼 |
| Watershed Private Wealth LLC | 4,000 | $38.2 萬 | 0.15% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 3,986 | $38.1 萬 | 0.05% | +3,796+1,997.9% | 加碼 |
| Thrivent Financial for Lutherans | 4,045 | $38.0 萬 | 0.00% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,959 | $37.8 萬 | 0.01% | +774+24.3% | 加碼 |
| Nwam LLC | 3,883 | $37.1 萬 | 0.03% | +7+0.2% | 加碼 |
| Beverly Hills Private Wealth, LLC | 3,877 | $37.0 萬 | 0.07% | −35−0.9% | 減碼 |
| Vident Advisory, LLC | 3,846 | $36.7 萬 | 0.01% | +3,846 | 新進 |
| Two Sigma Securities, LLC | 3,813 | $36.4 萬 | 0.06% | +3,813 | 新進 |
| Sequoia Financial Advisors, LLC | 3,797 | $36.3 萬 | 0.00% | +196+5.4% | 加碼 |
| Cary Street Partners Financial LLC | 3,792 | $36.2 萬 | 0.01% | −127−3.2% | 減碼 |
| Quilter Plc | 3,770 | $36.0 萬 | 0.01% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 3,754 | $35.9 萬 | 0.00% | +3,754 | 新進 |
| Jamison Private Wealth Management, Inc. | 3,558 | $34.0 萬 | 0.05% | 00.0% | 不變 |
| MAI Capital Management | 3,542 | $33.8 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 3,516 | $33.6 萬 | 0.02% | +3,516 | 新進 |
| Puzo Michael J | 3,500 | $33.4 萬 | 0.10% | 00.0% | 不變 |
| NBC Securities, Inc. | 3,501 | $33.4 萬 | 0.03% | +3,498+116,600.0% | 加碼 |
| Fifth Third Bancorp | 3,495 | $33.4 萬 | 0.00% | −345−9.0% | 減碼 |
| Savant Capital, LLC | 3,434 | $32.8 萬 | 0.00% | +397+13.1% | 加碼 |
| David R. Rahn & Associates Inc. | 3,425 | $32.7 萬 | 0.10% | −925−21.3% | 減碼 |
| Keudell/Morrison Wealth Management | 3,391 | $32.4 萬 | 0.08% | −70−2.0% | 減碼 |
| VestGen Advisors, LLC | 3,372 | $32.2 萬 | 0.01% | +3,372 | 新進 |
| Kovitz Investment Group Partners, LLC | 3,347 | $32.0 萬 | 0.00% | +769+29.8% | 加碼 |
| Vantage Financial Partners, LLC | 3,325 | $31.8 萬 | 0.08% | +4+0.1% | 加碼 |
| Integrated Wealth Concepts LLC | 3,282 | $31.3 萬 | 0.00% | −117−3.4% | 減碼 |
| Brighton Jones LLC | 3,265 | $31.2 萬 | 0.01% | −6−0.2% | 減碼 |
| CWM, LLC | 3,258 | $31.1 萬 | 0.00% | +39+1.2% | 加碼 |
| Danske Bank A/S | 3,229 | $30.9 萬 | 0.00% | −1,861−36.6% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 3,220 | $30.8 萬 | 0.01% | +857+36.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,166 | $30.2 萬 | 0.01% | +3,166 | 新進 |
| HRT Financial LP | 3,166 | $30.2 萬 | 0.00% | +3,166 | 新進 |
| Stephens Inc | 3,156 | $30.1 萬 | 0.00% | −140−4.2% | 減碼 |
| Ballentine Partners, LLC | 3,117 | $29.8 萬 | 0.01% | −125−3.9% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,079 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Five Oceans Advisors | 3,056 | $29.2 萬 | 0.14% | −310−9.2% | 減碼 |
| Prospera Financial Services Inc | 3,035 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 3,030 | $28.9 萬 | 0.02% | +514+20.4% | 加碼 |
| Hilltop Holdings Inc. | 3,010 | $28.7 萬 | 0.02% | +407+15.6% | 加碼 |
| SIH Partners, LLLP | 3,010 | $28.7 萬 | 0.03% | +3,010 | 新進 |
| Cherokee Insurance Co | 3,005 | $28.7 萬 | 0.13% | 00.0% | 不變 |
| Diversified Trust Co | 2,996 | $28.6 萬 | 0.01% | −29−1.0% | 減碼 |
| WoodTrust Financial Corp | 2,988 | $28.5 萬 | 0.04% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 2,981 | $28.5 萬 | 0.28% | −127−4.1% | 減碼 |
| AE Wealth Management LLC | 2,966 | $28.3 萬 | 0.00% | −789−21.0% | 減碼 |
| Wedbush Securities Inc | 2,959 | $28.3 萬 | 0.01% | −32−1.1% | 減碼 |
| Chiron Capital Management, LLC | 2,960 | $28.3 萬 | 0.26% | −1,201−28.9% | 減碼 |
| Code Waechter LLC | 2,952 | $28.2 萬 | 0.23% | +2,952 | 新進 |
| Magnus Financial Group LLC | 2,927 | $28.0 萬 | 0.03% | +70+2.5% | 加碼 |
| Commerce Bank | 2,927 | $28.0 萬 | 0.00% | −1,132−27.9% | 減碼 |
| Enterprise Bank & Trust Co | 2,920 | $27.9 萬 | 0.11% | 00.0% | 不變 |
| Versant Capital Management, Inc | 2,919 | $27.9 萬 | 0.05% | +2,866+5,407.5% | 加碼 |
| Lantz Financial LLC | 2,895 | $27.7 萬 | 0.08% | −125−4.1% | 減碼 |
| Parallel Advisors, LLC | 2,877 | $27.5 萬 | 0.01% | +75+2.7% | 加碼 |
| Farther Finance Advisors, LLC | 2,844 | $27.4 萬 | 0.01% | +1,667+141.6% | 加碼 |
| Bridgewater Advisors Inc. | 2,872 | $27.4 萬 | 0.02% | +2,872 | 新進 |
| Gluskin Sheff & Assoc Inc | 2,837 | $27.1 萬 | 0.03% | −1,073−27.4% | 減碼 |
| Lindbrook Capital, LLC | 2,815 | $26.9 萬 | 0.02% | +70+2.6% | 加碼 |
| Cozad Asset Management Inc | 2,797 | $26.7 萬 | 0.03% | 00.0% | 不變 |
| Argent Trust Co | 2,792 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Stevens Capital Management LP | 2,774 | $26.5 萬 | 0.07% | +2,774 | 新進 |
| Snowden Capital Advisors LLC | 2,771 | $26.5 萬 | 0.01% | −269−8.8% | 減碼 |
| Park Place Capital Corp | 2,756 | $26.3 萬 | 0.07% | −68−2.4% | 減碼 |
| Fox Run Management, L.L.C. | 2,753 | $26.3 萬 | 0.04% | +2,753 | 新進 |
| RMB Capital Management, LLC | 2,716 | $25.9 萬 | 0.01% | +452+20.0% | 加碼 |
| 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 |
| Medallion Wealth Advisors, LLC | 2,701 | $25.9 萬 | 0.12% | 00.0% | 不變 |
| Evelyn Partners Investment Management LLP | 2,700 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,651 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Good Steward Wealth Advisors,LLC | 2,679 | $25.6 萬 | 0.23% | +2,679 | 新進 |
| Archetype Wealth Partners | 2,672 | $25.5 萬 | 0.04% | 00.0% | 不變 |
| Ascent Group, LLC | 2,664 | $25.4 萬 | 0.01% | +2,664 | 新進 |
| United Capital Financial Advisers, LLC | 2,648 | $25.3 萬 | 0.00% | −67−2.5% | 減碼 |
| Fielder Capital Group LLC | 2,643 | $25.2 萬 | 0.07% | 00.0% | 不變 |
| Smith, Moore & Co. | 2,636 | $25.2 萬 | 0.02% | −122−4.4% | 減碼 |
| Bayesian Capital Management, LP | 2,600 | $24.8 萬 | 0.04% | +2,600 | 新進 |
| SkyView Investment Advisors, LLC | 2,599 | $24.8 萬 | 0.04% | +2,599 | 新進 |
| Old National Bancorp | 2,542 | $24.3 萬 | 0.01% | −16−0.6% | 減碼 |
| CVA Family Office, LLC | 2,525 | $24.1 萬 | 0.04% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 2,524 | $24.1 萬 | 0.04% | −234−8.5% | 減碼 |