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 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 |
|---|---|---|---|---|---|
| Enterprise Bank & Trust Co | 2,920 | $32.3 萬 | 0.12% | 00.0% | 不變 |
| Lantz Financial LLC | 2,926 | $32.4 萬 | 0.08% | +31+1.1% | 加碼 |
| Five Oceans Advisors | 2,942 | $32.5 萬 | 0.14% | −114−3.7% | 減碼 |
| Bridgewater Advisors Inc. | 2,877 | $32.6 萬 | 0.02% | +5+0.2% | 加碼 |
| Versant Capital Management, Inc | 2,981 | $33.0 萬 | 0.05% | +62+2.1% | 加碼 |
| Cherokee Insurance Co | 3,005 | $33.2 萬 | 0.15% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 3,022 | $33.4 萬 | 0.02% | −8−0.3% | 減碼 |
| Mediolanum International Funds Ltd | 3,055 | $33.5 萬 | 0.00% | −699−18.6% | 減碼 |
| HRT Financial LP | 3,049 | $33.7 萬 | 0.00% | −117−3.7% | 減碼 |
| Stephens Inc | 3,064 | $33.9 萬 | 0.00% | −92−2.9% | 減碼 |
| Diversified Trust Co | 3,068 | $33.9 萬 | 0.01% | +72+2.4% | 加碼 |
| Wedbush Securities Inc | 3,091 | $34.2 萬 | 0.01% | +132+4.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $34.2 萬 | 0.05% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 3,110 | $34.4 萬 | 0.20% | +3,110 | 新進 |
| Brown Brothers Harriman & Co | 3,167 | $35.0 萬 | 0.00% | +88+2.9% | 加碼 |
| AE Wealth Management LLC | 3,182 | $35.2 萬 | 0.00% | +216+7.3% | 加碼 |
| Danske Bank A/S | 3,229 | $35.7 萬 | 0.00% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 3,283 | $36.3 萬 | 0.01% | +117+3.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,303 | $36.5 萬 | 0.02% | +1,021+44.7% | 加碼 |
| Brighton Jones LLC | 3,307 | $36.6 萬 | 0.01% | +42+1.3% | 加碼 |
| CWM, LLC | 3,313 | $36.7 萬 | 0.00% | +55+1.7% | 加碼 |
| Vantage Financial Partners, LLC | 3,330 | $36.8 萬 | 0.09% | +5+0.2% | 加碼 |
| VestGen Advisors, LLC | 3,374 | $37.3 萬 | 0.01% | +2+0.1% | 加碼 |
| Prospera Financial Services Inc | 3,383 | $37.4 萬 | 0.01% | +348+11.5% | 加碼 |
| Keudell/Morrison Wealth Management | 3,391 | $37.5 萬 | 0.08% | 00.0% | 不變 |
| NBC Securities, Inc. | 3,410 | $37.7 萬 | 0.03% | −91−2.6% | 減碼 |
| David R. Rahn & Associates Inc. | 3,425 | $37.9 萬 | 0.10% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 3,465 | $38.3 萬 | 0.05% | −521−13.1% | 減碼 |
| Fifth Third Bancorp | 3,471 | $38.4 萬 | 0.00% | −24−0.7% | 減碼 |
| Integrated Wealth Concepts LLC | 3,475 | $38.4 萬 | 0.00% | +193+5.9% | 加碼 |
| Kovitz Investment Group Partners, LLC | 3,497 | $38.7 萬 | 0.00% | +150+4.5% | 加碼 |
| Puzo Michael J | 3,500 | $38.7 萬 | 0.11% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 3,539 | $39.2 萬 | 0.01% | −1,217−25.6% | 減碼 |
| Jamison Private Wealth Management, Inc. | 3,558 | $39.4 萬 | 0.06% | 00.0% | 不變 |
| Intrust Bank NA | 3,603 | $39.9 萬 | 0.04% | +1,322+58.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 3,636 | $40.2 萬 | 0.08% | −241−6.2% | 減碼 |
| MQS Management LLC | 3,692 | $40.8 萬 | 0.23% | −2,008−35.2% | 減碼 |
| Quilter Plc | 3,710 | $41.1 萬 | 0.01% | −60−1.6% | 減碼 |
| Nwam LLC | 3,774 | $41.7 萬 | 0.02% | −109−2.8% | 減碼 |
| MAI Capital Management | 3,790 | $41.9 萬 | 0.00% | +248+7.0% | 加碼 |
| Cary Street Partners Financial LLC | 3,809 | $42.1 萬 | 0.01% | +17+0.4% | 加碼 |
| West Family Investments, Inc. | 3,810 | $42.1 萬 | 0.11% | +1,533+67.3% | 加碼 |
| Crescent Grove Advisors, LLC | 3,839 | $42.5 萬 | 0.04% | −990−20.5% | 減碼 |
| Watershed Private Wealth LLC | 4,000 | $44.3 萬 | 0.16% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 4,001 | $44.3 萬 | 0.13% | −446−10.0% | 減碼 |
| Davis-Rea Ltd. | 4,003 | $44.3 萬 | 0.11% | 00.0% | 不變 |
| HB Wealth Management, LLC | 4,158 | $46.0 萬 | 0.00% | −371−8.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 4,176 | $46.2 萬 | 0.00% | +2,109+102.0% | 加碼 |
| KLCM Advisors, Inc. | 4,183 | $46.3 萬 | 0.05% | −752−15.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,272 | $47.3 萬 | 0.00% | +475+12.5% | 加碼 |
| Evergreen Capital Management LLC | 4,309 | $47.7 萬 | 0.01% | −1,562−26.6% | 減碼 |
| PDS Planning, Inc | 4,335 | $48.0 萬 | 0.04% | +279+6.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 4,357 | $48.2 萬 | 0.03% | +4,357 | 新進 |
| Biltmore Family Office, LLC | 4,360 | $48.2 萬 | 0.08% | 00.0% | 不變 |
| Boltwood Capital Management | 4,375 | $48.4 萬 | 0.14% | +50+1.2% | 加碼 |
| First Citizens Bank & Trust Co | 4,464 | $49.4 萬 | 0.01% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 4,476 | $49.5 萬 | 0.10% | 00.0% | 不變 |
| Camden Capital, LLC | 4,478 | $49.5 萬 | 0.05% | +9+0.2% | 加碼 |
| Ellenbecker Investment Group | 4,505 | $49.8 萬 | 0.08% | 00.0% | 不變 |
| Code Waechter LLC | 4,552 | $50.4 萬 | 0.36% | +1,600+54.2% | 加碼 |
| Forum Financial Management, LP | 4,558 | $50.4 萬 | 0.01% | −1,200−20.8% | 減碼 |
| Sand Hill Global Advisors, LLC | 4,569 | $50.5 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 4,572 | $50.6 萬 | 0.01% | −145−3.1% | 減碼 |
| Umb Bank N A | 4,594 | $50.8 萬 | 0.01% | −8,809−65.7% | 減碼 |
| Park Avenue Securities LLC | 4,599 | $50.9 萬 | 0.00% | +4,599 | 新進 |
| Patrick M Sweeney & Associates, Inc | 4,508 | $51.0 萬 | 0.35% | 00.0% | 不變 |
| RMB Capital Management, LLC | 4,723 | $52.3 萬 | 0.01% | +2,007+73.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 4,742 | $52.5 萬 | 0.00% | −530−10.1% | 減碼 |
| Merit Financial Group, LLC | 4,756 | $52.6 萬 | 0.01% | −143−2.9% | 減碼 |
| Prudential Financial Inc | 4,770 | $52.8 萬 | 0.00% | 00.0% | 不變 |
| Midwest Trust Co | 4,848 | $53.6 萬 | 0.01% | +4,848 | 新進 |
| Pensionmark Financial Group, LLC | 4,972 | $55.0 萬 | 0.01% | −20−0.4% | 減碼 |
| Tradition Wealth Management, LLC | 5,079 | $56.2 萬 | 0.04% | +215+4.4% | 加碼 |
| Glenmede Investment Management, LP | 5,089 | $56.3 萬 | 0.00% | +5,089 | 新進 |
| David Loasby | 5,256 | $58.2 萬 | 0.05% | −1,890−26.4% | 減碼 |
| Nebula Research & Development LLC | 5,423 | $60.0 萬 | 0.05% | +1,255+30.1% | 加碼 |
| Pacifica Partners Inc. | 5,560 | $60.7 萬 | 0.25% | −100−1.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,515 | $61.1 萬 | 0.01% | −1,096−16.6% | 減碼 |
| International Assets Investment Management, LLC | 585,236 | $61.2 萬 | 0.05% | +585,236 | 新進 |
| J. Safra Sarasin Holding AG | 5,605 | $62.0 萬 | 0.01% | +65+1.2% | 加碼 |
| Ipswich Investment Management Co., Inc. | 5,610 | $62.1 萬 | 0.15% | 00.0% | 不變 |
| Tiaa Trust, National Association | 5,655 | $62.6 萬 | 0.00% | −181−3.1% | 減碼 |
| Tacita Capital Inc | 5,737 | $63.6 萬 | 0.41% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 5,868 | $64.9 萬 | 0.03% | +237+4.2% | 加碼 |
| Reuter James Wealth Management, LLC | 5,882 | $65.1 萬 | 0.10% | −185−3.0% | 減碼 |
| Savant Capital, LLC | 5,896 | $65.2 萬 | 0.00% | +2,462+71.7% | 加碼 |
| Versor Investments LP | 5,950 | $66.0 萬 | 0.12% | +5,950 | 新進 |
| Harbour Trust & Investment Management Co | 5,975 | $66.1 萬 | 0.07% | −365−5.8% | 減碼 |
| Busey Wealth Management | 6,026 | $66.7 萬 | 0.02% | −51−0.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,075 | $67.2 萬 | 0.04% | +8+0.1% | 加碼 |
| Midland Wealth Advisors LLC | 6,200 | $68.6 萬 | 0.04% | 00.0% | 不變 |
| D.A. Davidson & Co. | 6,224 | $68.9 萬 | 0.00% | −397−6.0% | 減碼 |
| Atomi Financial Group, Inc. | 6,435 | $71.2 萬 | 0.03% | −1,292−16.7% | 減碼 |
| Wealthspire Advisors, LLC | 6,446 | $71.3 萬 | 0.00% | +216+3.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 6,504 | $72.1 萬 | 0.01% | +6,504 | 新進 |
| Marshall Wace, LLP | 6,582 | $72.8 萬 | 0.00% | −2,233−25.3% | 減碼 |
| Ti-Trust, Inc | 6,692 | $74.0 萬 | 0.50% | 00.0% | 不變 |
| Natixis | 6,739 | $74.6 萬 | 0.00% | +467+7.4% | 加碼 |
| Mairs & Power Inc | 6,746 | $74.6 萬 | 0.01% | −100−1.5% | 減碼 |
| Mercer Global Advisors Inc | 6,767 | $74.9 萬 | 0.00% | −26−0.4% | 減碼 |