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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 12,400 | $187.1 萬 | 0.01% | −1,600−11.4% | 減碼 |
| Assetmark, Inc | 16,722 | $185.0 萬 | 0.00% | +1,635+10.8% | 加碼 |
| Atria Investments LLC | 16,582 | $183.5 萬 | 0.02% | +649+4.1% | 加碼 |
| First Bank & Trust | 16,206 | $179.3 萬 | 0.32% | +992+6.5% | 加碼 |
| Gries Financial LLC | 15,883 | $175.7 萬 | 0.32% | +422+2.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 15,779 | $174.6 萬 | 0.01% | +2,494+18.8% | 加碼 |
| Principal Financial Group Inc | 15,600 | $172.5 萬 | 0.00% | −1,600−9.3% | 減碼 |
| Wetherby Asset Management Inc | 15,212 | $168.3 萬 | 0.07% | +15,212 | 新進 |
| Fulton Bank, N.A. | 13,949 | $154.3 萬 | 0.06% | −493−3.4% | 減碼 |
| 111 Capital | 13,831 | $153.4 萬 | 0.26% | −10,310−42.7% | 減碼 |
| Curbstone Financial Management Corp | 13,834 | $153.0 萬 | 0.31% | 00.0% | 不變 |
| IFG Advisory, LLC | 13,100 | $144.9 萬 | 0.07% | +242+1.9% | 加碼 |
| Pathstone Holdings, LLC | 13,098 | $144.9 萬 | 0.01% | +1,586+13.8% | 加碼 |
| Cigna Investments Inc | 13,093 | $144.9 萬 | 0.25% | −333−2.5% | 減碼 |
| Probity Advisors, Inc. | 12,708 | $140.6 萬 | 0.25% | +19+0.1% | 加碼 |
| Texas Yale Capital Corp. | 12,488 | $138.2 萬 | 0.05% | 00.0% | 不變 |
| Cerity Partners LLC | 12,364 | $136.8 萬 | 0.00% | +167+1.4% | 加碼 |
| State of Wyoming | 12,233 | $135.3 萬 | 0.17% | −2,021−14.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 12,225 | $135.2 萬 | 0.00% | −305−2.4% | 減碼 |
| Barclays PLC | 12,158 | $134.5 萬 | 0.00% | +2,488+25.7% | 加碼 |
| Associated Banc-Corp | 11,653 | $128.9 萬 | 0.04% | −667−5.4% | 減碼 |
| Raleigh Capital Management Inc. | 11,637 | $128.7 萬 | 0.54% | +258+2.3% | 加碼 |
| State Street Corp | 11,531 | $127.6 萬 | 0.00% | 00.0% | 不變 |
| Ritholtz Wealth Management | 10,860 | $120.1 萬 | 0.03% | −1,263−10.4% | 減碼 |
| Turn8 Private Wealth Inc. | 10,905 | $118.8 萬 | 0.86% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 10,624 | $117.5 萬 | 0.00% | +280+2.7% | 加碼 |
| Ignite Planners, LLC | 10,121 | $115.6 萬 | 0.20% | −449−4.2% | 減碼 |
| Yousif Capital Management, LLC | 10,301 | $114.0 萬 | 0.01% | +710+7.4% | 加碼 |
| Signaturefd, LLC | 10,254 | $113.4 萬 | 0.02% | −487−4.5% | 減碼 |
| Brinker Capital Investments, LLC | 10,246 | $113.4 萬 | 0.01% | +875+9.3% | 加碼 |
| Keybank National Association | 10,011 | $110.8 萬 | 0.00% | −218−2.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 9,901 | $109.7 萬 | 0.01% | +9,901 | 新進 |
| Jones Financial Companies LLLP | 10,010 | $109.3 萬 | 0.00% | +1,578+18.7% | 加碼 |
| Capital World Investors | 9,749 | $108.0 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 9,766 | $108.0 萬 | 0.05% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 9,724 | $107.6 萬 | 0.07% | +40+0.4% | 加碼 |
| Pinebridge Investments, L.P. | 7,022 | $106.0 萬 | 0.01% | +3,807+118.4% | 加碼 |
| Independent Advisor Alliance | 9,555 | $105.7 萬 | 0.03% | +553+6.1% | 加碼 |
| Berger Financial Group, Inc | 9,531 | $105.4 萬 | 0.07% | −80−0.8% | 減碼 |
| Resources Management Corp | 9,485 | $104.9 萬 | 0.14% | −10,500−52.5% | 減碼 |
| Blair William & Co | 9,475 | $104.8 萬 | 0.00% | +4,591+94.0% | 加碼 |
| First American Bank | 9,360 | $103.5 萬 | 0.07% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 9,198 | $101.8 萬 | 0.00% | +9,198 | 新進 |
| Advisors Asset Management, Inc. | 8,896 | $98.4 萬 | 0.02% | −2,252−20.2% | 減碼 |
| Journey Strategic Wealth LLC | 8,738 | $96.7 萬 | 0.03% | +11+0.1% | 加碼 |
| Benjamin Edwards Inc | 8,453 | $93.5 萬 | 0.01% | +1,456+20.8% | 加碼 |
| Louisbourg Investments Inc. | 8,428 | $93.2 萬 | 0.22% | 00.0% | 不變 |
| Captrust Financial Advisors | 8,229 | $91.0 萬 | 0.00% | −219−2.6% | 減碼 |
| North Star Asset Management Inc | 8,174 | $90.4 萬 | 0.04% | 00.0% | 不變 |
| Wealth Alliance | 8,173 | $90.4 萬 | 0.10% | +27+0.3% | 加碼 |
| Avantax Advisory Services, Inc. | 8,103 | $89.6 萬 | 0.00% | +850+11.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 8,076 | $89.3 萬 | 0.02% | +8,076 | 新進 |
| Aigen Investment Management, LP | 5,616 | $84.8 萬 | 0.12% | +5,616 | 新進 |
| Kestra Advisory Services, LLC | 7,638 | $84.5 萬 | 0.00% | +1,620+26.9% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,601 | $84.1 萬 | 0.03% | −269−3.4% | 減碼 |
| Jefferies Financial Group Inc. | 7,492 | $82.9 萬 | 0.01% | 00.0% | 不變 |
| WoodTrust Financial Corp | 4,660 | $82.7 萬 | 0.12% | +1,672+56.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 7,420 | $82.1 萬 | 0.01% | +7,420 | 新進 |
| Vaughan & Co Securities, Inc. | 7,177 | $79.4 萬 | 0.46% | −45−0.6% | 減碼 |
| Syon Capital LLC | 7,029 | $77.8 萬 | 0.05% | +192+2.8% | 加碼 |
| Harbour Investments, Inc. | 7,023 | $77.7 萬 | 0.02% | +30+0.4% | 加碼 |
| Colony Group, LLC | 6,926 | $76.6 萬 | 0.00% | −534−7.2% | 減碼 |
| Baskin Financial Services Inc. | 6,872 | $76.1 萬 | 0.06% | −556−7.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 6,805 | $75.3 萬 | 0.00% | −1,504−18.1% | 減碼 |
| Mercer Global Advisors Inc | 6,767 | $74.9 萬 | 0.00% | −26−0.4% | 減碼 |
| Mairs & Power Inc | 6,746 | $74.6 萬 | 0.01% | −100−1.5% | 減碼 |
| Natixis | 6,739 | $74.6 萬 | 0.00% | +467+7.4% | 加碼 |
| Ti-Trust, Inc | 6,692 | $74.0 萬 | 0.50% | 00.0% | 不變 |
| Marshall Wace, LLP | 6,582 | $72.8 萬 | 0.00% | −2,233−25.3% | 減碼 |
| Ontario Teachers Pension Plan Board | 6,504 | $72.1 萬 | 0.01% | +6,504 | 新進 |
| Wealthspire Advisors, LLC | 6,446 | $71.3 萬 | 0.00% | +216+3.5% | 加碼 |
| Atomi Financial Group, Inc. | 6,435 | $71.2 萬 | 0.03% | −1,292−16.7% | 減碼 |
| D.A. Davidson & Co. | 6,224 | $68.9 萬 | 0.00% | −397−6.0% | 減碼 |
| Midland Wealth Advisors LLC | 6,200 | $68.6 萬 | 0.04% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 6,075 | $67.2 萬 | 0.04% | +8+0.1% | 加碼 |
| Busey Wealth Management | 6,026 | $66.7 萬 | 0.02% | −51−0.8% | 減碼 |
| Harbour Trust & Investment Management Co | 5,975 | $66.1 萬 | 0.07% | −365−5.8% | 減碼 |
| Versor Investments LP | 5,950 | $66.0 萬 | 0.12% | +5,950 | 新進 |
| Savant Capital, LLC | 5,896 | $65.2 萬 | 0.00% | +2,462+71.7% | 加碼 |
| Reuter James Wealth Management, LLC | 5,882 | $65.1 萬 | 0.10% | −185−3.0% | 減碼 |
| HighPoint Advisor Group LLC | 5,868 | $64.9 萬 | 0.03% | +237+4.2% | 加碼 |
| Tacita Capital Inc | 5,737 | $63.6 萬 | 0.41% | 00.0% | 不變 |
| Tiaa Trust, National Association | 5,655 | $62.6 萬 | 0.00% | −181−3.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 5,610 | $62.1 萬 | 0.15% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 5,605 | $62.0 萬 | 0.01% | +65+1.2% | 加碼 |
| International Assets Investment Management, LLC | 585,236 | $61.2 萬 | 0.05% | +585,236 | 新進 |
| Great Valley Advisor Group, Inc. | 5,515 | $61.1 萬 | 0.01% | −1,096−16.6% | 減碼 |
| Pacifica Partners Inc. | 5,560 | $60.7 萬 | 0.25% | −100−1.8% | 減碼 |
| Nebula Research & Development LLC | 5,423 | $60.0 萬 | 0.05% | +1,255+30.1% | 加碼 |
| David Loasby | 5,256 | $58.2 萬 | 0.05% | −1,890−26.4% | 減碼 |
| Glenmede Investment Management, LP | 5,089 | $56.3 萬 | 0.00% | +5,089 | 新進 |
| Tradition Wealth Management, LLC | 5,079 | $56.2 萬 | 0.04% | +215+4.4% | 加碼 |
| Pensionmark Financial Group, LLC | 4,972 | $55.0 萬 | 0.01% | −20−0.4% | 減碼 |
| Midwest Trust Co | 4,848 | $53.6 萬 | 0.01% | +4,848 | 新進 |
| Prudential Financial Inc | 4,770 | $52.8 萬 | 0.00% | 00.0% | 不變 |
| Merit Financial Group, LLC | 4,756 | $52.6 萬 | 0.01% | −143−2.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 4,742 | $52.5 萬 | 0.00% | −530−10.1% | 減碼 |
| RMB Capital Management, LLC | 4,723 | $52.3 萬 | 0.01% | +2,007+73.9% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 4,508 | $51.0 萬 | 0.35% | 00.0% | 不變 |
| Park Avenue Securities LLC | 4,599 | $50.9 萬 | 0.00% | +4,599 | 新進 |