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。
其他股別AIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
2025 年第 2 季 13F 持有人
Bank of Montreal 在 2025/6/30 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
- 565
- 較 2025 年第 1 季 +16 家
- 持有股數
- 3.50 億
- 較 2025 年第 1 季 +449.6 萬 (+1.3%)
- 總市值
- $387.1 億
- 較 2025 年第 1 季 +$56.8 億 (+17.2%)
- 新進機構
- 64
- 另有 185 家加碼
- 清倉機構
- 48
- 另有 197 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 1,000 | $11.1 萬 | 0.01% | +1,000 | 新進 |
| Johnson Financial Group, Inc. | 1,030 | $11.4 萬 | 0.01% | +962+1,414.7% | 加碼 |
| GeoWealth Management, LLC | 1,078 | $11.9 萬 | 0.00% | −720−40.0% | 減碼 |
| Winthrop Capital Management, LLC | 1,089 | $12.0 萬 | 0.03% | +1,089 | 新進 |
| Retirement Wealth Solutions LLC | 1,086 | $12.0 萬 | 0.09% | 00.0% | 不變 |
| Private Trust Co NA | 1,114 | $12.3 萬 | 0.01% | +13+1.2% | 加碼 |
| Rhumbline Advisers | 1,157 | $12.8 萬 | 0.00% | +96+9.0% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $14.4 萬 | 0.01% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,400 | $15.5 萬 | 0.02% | 00.0% | 不變 |
| Operose Advisors LLC | 1,404 | $15.5 萬 | 0.04% | +204+17.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,437 | $15.9 萬 | 0.01% | +1,437 | 新進 |
| CIBC Private Wealth Group, LLC | 1,499 | $16.6 萬 | 0.00% | −9,126−85.9% | 減碼 |
| Caldwell Trust Co | 1,500 | $16.6 萬 | 0.02% | 00.0% | 不變 |
| AlphaCore Capital LLC | 1,500 | $16.6 萬 | 0.01% | +1,500 | 新進 |
| Greykasell Wealth Strategies, Inc. | 1,521 | $16.8 萬 | 0.08% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,541 | $17.1 萬 | 0.00% | +1,541 | 新進 |
| GAMMA Investing LLC | 1,604 | $17.7 萬 | 0.01% | +34+2.2% | 加碼 |
| Trifecta Capital Advisors, LLC | 1,700 | $18.8 萬 | 0.03% | 00.0% | 不變 |
| Pinney & Scofield, Inc. | 1,700 | $18.8 萬 | 0.13% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,739 | $19.2 萬 | 0.12% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 1,806 | $20.0 萬 | 0.01% | −39−2.1% | 減碼 |
| Oarsman Capital, Inc. | 1,828 | $20.2 萬 | 0.03% | +1,828 | 新進 |
| Ethic Inc. | 1,873 | $20.4 萬 | 0.00% | +1,873 | 新進 |
| Savvy Advisors, Inc. | 1,867 | $20.7 萬 | 0.01% | +1,867 | 新進 |
| Oppenheimer Asset Management Inc. | 1,880 | $20.8 萬 | 0.00% | +1,880 | 新進 |
| Ameritas Advisory Services, LLC | 1,906 | $21.1 萬 | 0.01% | −745−28.1% | 減碼 |
| Atlantic Family Wealth, LLC | 1,907 | $21.1 萬 | 0.18% | +1,907 | 新進 |
| Verition Fund Management LLC | 1,910 | $21.1 萬 | 0.00% | +1,910 | 新進 |
| Landaas & Co | 1,918 | $21.2 萬 | 0.05% | +1,918 | 新進 |
| MSH Capital Advisors LLC | 1,925 | $21.3 萬 | 0.06% | +1,925 | 新進 |
| FORM Wealth Advisors, LLC | 1,932 | $21.4 萬 | 0.03% | +1,932 | 新進 |
| Greenleaf Trust | 1,952 | $21.6 萬 | 0.00% | −238−10.9% | 減碼 |
| First Affirmative Financial Network | 1,956 | $21.6 萬 | 0.11% | +1,956 | 新進 |
| Ieq Capital, LLC | 1,963 | $21.7 萬 | 0.00% | +1,963 | 新進 |
| Sagespring Wealth Partners, LLC | 1,964 | $21.7 萬 | 0.00% | +1,964 | 新進 |
| Thompson Investment Management, Inc. | 1,969 | $21.8 萬 | 0.03% | −555−22.0% | 減碼 |
| Saxony Capital Management, LLC | 1,975 | $21.8 萬 | 0.17% | +1,975 | 新進 |
| Plancorp, LLC | 1,993 | $22.0 萬 | 0.01% | −216−9.8% | 減碼 |
| Bridges Investment Management Inc | 2,000 | $22.1 萬 | 0.00% | +2,000 | 新進 |
| Squarepoint Ops LLC | 2,010 | $22.2 萬 | 0.00% | −5,681−73.9% | 減碼 |
| Apollon Wealth Management, LLC | 2,011 | $22.2 萬 | 0.00% | +2,011 | 新進 |
| Allworth Financial LP | 2,027 | $22.4 萬 | 0.00% | +290+16.7% | 加碼 |
| SNS Financial Group, LLC | 2,063 | $22.8 萬 | 0.02% | +2,063 | 新進 |
| Evelyn Partners Investment Management LLP | 2,064 | $22.9 萬 | 0.01% | −636−23.6% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $23.0 萬 | 0.05% | +2,075 | 新進 |
| Avant Financial Advisors LLC | 2,080 | $23.0 萬 | 0.19% | +2,080 | 新進 |
| 180 Wealth Advisors, LLC | 2,081 | $23.0 萬 | 0.03% | +2,081 | 新進 |
| Legacy Financial Advisors, Inc. | 2,093 | $23.2 萬 | 0.04% | −293−12.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 2,100 | $23.2 萬 | 0.02% | +5+0.2% | 加碼 |
| Investors Research Corp | 2,102 | $23.3 萬 | 0.05% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 2,100 | $23.3 萬 | 0.00% | +2,100 | 新進 |
| Fox Run Management, L.L.C. | 2,116 | $23.4 萬 | 0.04% | −637−23.1% | 減碼 |
| Valeo Financial Advisors, LLC | 2,162 | $23.9 萬 | 0.01% | −125−5.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 2,200 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Bogart Wealth, LLC | 2,202 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,218 | $24.5 萬 | 0.00% | +15+0.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,226 | $24.6 萬 | 0.01% | −28,445−92.7% | 減碼 |
| Chiron Capital Management, LLC | 2,250 | $24.9 萬 | 0.22% | −710−24.0% | 減碼 |
| Hilltop Holdings Inc. | 2,295 | $25.4 萬 | 0.02% | −715−23.8% | 減碼 |
| Townsend & Associates, Inc | 2,225 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Park National Corp | 2,325 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Patten & Patten Inc | 2,328 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 2,336 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 2,373 | $25.9 萬 | 0.00% | −1,672−41.3% | 減碼 |
| Bridgewater Associates, LP | 2,348 | $26.0 萬 | 0.00% | −44,593−95.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 2,368 | $26.2 萬 | 0.01% | −852−26.5% | 減碼 |
| North Star Investment Management Corp. | 2,389 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Guggenheim Capital LLC | 2,400 | $26.6 萬 | 0.00% | −104−4.2% | 減碼 |
| Gill Capital Partners, LLC | 2,412 | $26.7 萬 | 0.09% | +2,412 | 新進 |
| Sciencast Management LP | 2,444 | $27.0 萬 | 0.06% | +2,444 | 新進 |
| Procyon Private Wealth Partners, LLC | 2,458 | $27.2 萬 | 0.03% | −258−9.5% | 減碼 |
| First Business Financial Services, Inc. | 2,492 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 2,500 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| Corient IA LLC | 2,500 | $27.7 萬 | 0.16% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,507 | $27.7 萬 | 0.01% | −370−12.9% | 減碼 |
| CVA Family Office, LLC | 2,512 | $27.8 萬 | 0.04% | −13−0.5% | 減碼 |
| United Capital Financial Advisers, LLC | 2,518 | $27.9 萬 | 0.00% | −130−4.9% | 減碼 |
| Old National Bancorp | 2,542 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 2,563 | $28.4 萬 | 0.00% | +2,563 | 新進 |
| SkyView Investment Advisors, LLC | 2,599 | $28.4 萬 | 0.04% | 00.0% | 不變 |
| Buckingham Strategic Partners | 2,616 | $28.9 萬 | 0.00% | +112+4.5% | 加碼 |
| Argent Trust Co | 2,634 | $29.1 萬 | 0.01% | −158−5.7% | 減碼 |
| Smith, Moore & Co. | 2,636 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 2,640 | $29.2 萬 | 0.00% | +462+21.2% | 加碼 |
| Fielder Capital Group LLC | 2,643 | $29.2 萬 | 0.08% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,665 | $29.5 萬 | 0.01% | −179−6.3% | 減碼 |
| Archetype Wealth Partners | 2,672 | $29.6 萬 | 0.04% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 2,701 | $30.0 萬 | 0.12% | 00.0% | 不變 |
| Terry L. Blaker | 2,716 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,721 | $30.1 萬 | 0.01% | −50−1.8% | 減碼 |
| Ascent Group, LLC | 2,756 | $30.5 萬 | 0.01% | +92+3.5% | 加碼 |
| Park Place Capital Corp | 2,750 | $30.6 萬 | 0.07% | −6−0.2% | 減碼 |
| Geneos Wealth Management Inc. | 2,783 | $30.8 萬 | 0.01% | +1,089+64.3% | 加碼 |
| Cozad Asset Management Inc | 2,797 | $30.9 萬 | 0.03% | 00.0% | 不變 |
| GWM Advisors LLC | 2,800 | $31.0 萬 | 0.00% | +2,751+5,614.3% | 加碼 |
| Commerce Bank | 2,817 | $31.2 萬 | 0.00% | −110−3.8% | 減碼 |
| Annex Advisory Services, LLC | 2,819 | $31.2 萬 | 0.01% | +562+24.9% | 加碼 |
| Murphy & Mullick Capital Management Corp | 2,844 | $31.4 萬 | 0.26% | −137−4.6% | 減碼 |
| Magnus Financial Group LLC | 2,857 | $31.6 萬 | 0.03% | −70−2.4% | 減碼 |
| Vident Advisory, LLC | 2,888 | $32.0 萬 | 0.00% | −958−24.9% | 減碼 |