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 3 季 13F 持有人
Bank of Montreal 在 2025/9/30 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
- 578
- 較 2025 年第 2 季 +23 家
- 持有股數
- 3.42 億
- 較 2025 年第 2 季 +335.3 萬 (+1.0%)
- 總市值
- $446.8 億
- 較 2025 年第 2 季 +$71.6 億 (+19.1%)
- 新進機構
- 76
- 另有 194 家加碼
- 清倉機構
- 53
- 另有 182 家減碼
另有 10 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 2,737 | $35.6 萬 | 0.08% | −13−0.5% | 減碼 |
| Snowden Capital Advisors LLC | 2,749 | $35.8 萬 | 0.01% | +28+1.0% | 加碼 |
| Parallel Advisors, LLC | 2,758 | $35.9 萬 | 0.01% | +251+10.0% | 加碼 |
| Argent Trust Co | 2,772 | $36.1 萬 | 0.01% | +138+5.2% | 加碼 |
| WoodTrust Financial Corp | 2,789 | $36.3 萬 | 0.04% | −1,871−40.2% | 減碼 |
| Commerce Bank | 2,802 | $36.5 萬 | 0.00% | −15−0.5% | 減碼 |
| Cozad Asset Management Inc | 2,837 | $37.0 萬 | 0.03% | +40+1.4% | 加碼 |
| Murphy & Mullick Capital Management Corp | 2,844 | $37.0 萬 | 0.27% | 00.0% | 不變 |
| Magnus Financial Group LLC | 2,857 | $37.2 萬 | 0.03% | 00.0% | 不變 |
| Stephens Inc | 2,868 | $37.4 萬 | 0.00% | −196−6.4% | 減碼 |
| Group One Trading, L.P. | 2,871 | $37.4 萬 | 0.01% | +2,871 | 新進 |
| Lantz Financial LLC | 2,878 | $37.5 萬 | 0.08% | −48−1.6% | 減碼 |
| Rockland Trust Co | 2,920 | $38.0 萬 | 0.02% | +2,920 | 新進 |
| Five Oceans Advisors | 2,938 | $38.3 萬 | 0.14% | −4−0.1% | 減碼 |
| Versant Capital Management, Inc | 2,963 | $38.6 萬 | 0.05% | −18−0.6% | 減碼 |
| Vident Advisory, LLC | 2,965 | $38.6 萬 | 0.00% | +77+2.7% | 加碼 |
| Mediolanum International Funds Ltd | 3,055 | $39.7 萬 | 0.00% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,062 | $39.9 萬 | 0.05% | −32−1.0% | 減碼 |
| Wedbush Securities Inc | 3,100 | $40.4 萬 | 0.01% | +9+0.3% | 加碼 |
| Jain Global LLC | 3,105 | $40.4 萬 | 0.01% | +3,105 | 新進 |
| Geneos Wealth Management Inc. | 3,125 | $40.7 萬 | 0.01% | +342+12.3% | 加碼 |
| Checchi Capital Advisers, LLC | 3,131 | $40.8 萬 | 0.03% | +109+3.6% | 加碼 |
| GWM Advisors LLC | 3,140 | $40.9 萬 | 0.00% | +340+12.1% | 加碼 |
| NBC Securities, Inc. | 3,164 | $41.2 萬 | 0.03% | −246−7.2% | 減碼 |
| Brown Brothers Harriman & Co | 3,167 | $41.3 萬 | 0.00% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 3,174 | $41.3 萬 | 0.08% | +3,174 | 新進 |
| Hilltop Holdings Inc. | 3,186 | $41.5 萬 | 0.02% | +891+38.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,204 | $41.7 萬 | 0.06% | +1,111+53.1% | 加碼 |
| Virtu Financial LLC | 3,278 | $42.7 萬 | 0.02% | +3,278 | 新進 |
| Danske Bank A/S | 3,317 | $42.7 萬 | 0.00% | +88+2.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,313 | $43.1 萬 | 0.02% | +10+0.3% | 加碼 |
| Diversified Trust Co | 3,315 | $43.2 萬 | 0.01% | +247+8.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 3,319 | $43.2 萬 | 0.08% | −317−8.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 3,352 | $43.7 萬 | 0.03% | −100,752−96.8% | 減碼 |
| Prospera Financial Services Inc | 3,403 | $44.3 萬 | 0.01% | +20+0.6% | 加碼 |
| VestGen Advisors, LLC | 3,419 | $44.5 萬 | 0.01% | +45+1.3% | 加碼 |
| David R. Rahn & Associates Inc. | 3,425 | $44.6 萬 | 0.11% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,426 | $44.6 萬 | 0.00% | −45−1.3% | 減碼 |
| Annex Advisory Services, LLC | 3,459 | $45.1 萬 | 0.01% | +640+22.7% | 加碼 |
| Vantage Financial Partners, LLC | 3,461 | $45.1 萬 | 0.09% | +131+3.9% | 加碼 |
| Puzo Michael J | 3,500 | $45.6 萬 | 0.12% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 3,543 | $46.1 萬 | 0.00% | +68+2.0% | 加碼 |
| AE Wealth Management LLC | 3,548 | $46.2 萬 | 0.00% | +366+11.5% | 加碼 |
| Brighton Jones LLC | 3,552 | $46.3 萬 | 0.01% | +245+7.4% | 加碼 |
| Jamison Private Wealth Management, Inc. | 3,558 | $46.3 萬 | 0.06% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 3,577 | $46.6 萬 | 0.00% | +80+2.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,635 | $47.3 萬 | 0.01% | +352+10.7% | 加碼 |
| Nwam LLC | 3,779 | $47.5 萬 | 0.03% | +5+0.1% | 加碼 |
| Buckingham Strategic Partners | 3,725 | $47.5 萬 | 0.01% | +1,109+42.4% | 加碼 |
| Cary Street Partners Financial LLC | 3,700 | $48.2 萬 | 0.01% | −109−2.9% | 減碼 |
| Intrust Bank NA | 3,710 | $48.3 萬 | 0.04% | +107+3.0% | 加碼 |
| Quilter Plc | 3,710 | $48.3 萬 | 0.01% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 3,839 | $50.0 萬 | 0.05% | 00.0% | 不變 |
| West Family Investments, Inc. | 3,854 | $50.2 萬 | 0.11% | +44+1.2% | 加碼 |
| Watershed Private Wealth LLC | 4,000 | $52.1 萬 | 0.16% | 00.0% | 不變 |
| Davis-Rea Ltd. | 4,003 | $52.2 萬 | 0.13% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 4,008 | $52.2 萬 | 0.13% | +7+0.2% | 加碼 |
| CWM, LLC | 4,090 | $53.3 萬 | 0.00% | +777+23.5% | 加碼 |
| HB Wealth Management, LLC | 4,155 | $54.1 萬 | 0.00% | −3−0.1% | 減碼 |
| KLCM Advisors, Inc. | 4,162 | $54.2 萬 | 0.05% | −21−0.5% | 減碼 |
| Andra AP-fonden | 3,000 | $54.4 萬 | 0.01% | +3,000 | 新進 |
| Oppenheimer & Co Inc | 4,302 | $56.0 萬 | 0.01% | −270−5.9% | 減碼 |
| Ethic Inc. | 4,311 | $56.1 萬 | 0.01% | +2,438+130.2% | 加碼 |
| Code Waechter LLC | 4,411 | $56.4 萬 | 0.37% | −141−3.1% | 減碼 |
| PDS Planning, Inc | 4,352 | $56.7 萬 | 0.04% | +17+0.4% | 加碼 |
| Frank, Rimerman Advisors LLC | 4,359 | $56.8 萬 | 0.04% | +20.0% | 加碼 |
| Biltmore Family Office, LLC | 4,360 | $56.8 萬 | 0.08% | 00.0% | 不變 |
| Boltwood Capital Management | 4,375 | $57.0 萬 | 0.15% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 4,379 | $57.0 萬 | 0.01% | +70+1.6% | 加碼 |
| Park Avenue Securities LLC | 4,387 | $57.1 萬 | 0.00% | −212−4.6% | 減碼 |
| CAPROCK Group, Inc. | 4,764 | $57.7 萬 | 0.01% | +4,764 | 新進 |
| First Citizens Bank & Trust Co | 4,464 | $58.1 萬 | 0.01% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 4,476 | $58.3 萬 | 0.11% | 00.0% | 不變 |
| Camden Capital, LLC | 4,478 | $58.3 萬 | 0.04% | 00.0% | 不變 |
| Ellenbecker Investment Group | 4,505 | $58.7 萬 | 0.09% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 4,508 | $58.7 萬 | 0.38% | 00.0% | 不變 |
| MAI Capital Management | 4,542 | $59.2 萬 | 0.00% | +752+19.8% | 加碼 |
| Sand Hill Global Advisors, LLC | 4,569 | $59.5 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 4,594 | $59.8 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 4,634 | $60.3 萬 | 0.01% | −122−2.6% | 減碼 |
| Midwest Trust Co | 4,794 | $62.4 萬 | 0.01% | −54−1.1% | 減碼 |
| RMB Capital Management, LLC | 4,839 | $63.0 萬 | 0.01% | +116+2.5% | 加碼 |
| Pensionmark Financial Group, LLC | 4,968 | $64.7 萬 | 0.01% | −4−0.1% | 減碼 |
| Glenmede Investment Management, LP | 5,043 | $65.7 萬 | 0.00% | −46−0.9% | 減碼 |
| Pacifica Partners Inc. | 5,100 | $66.5 萬 | 0.24% | −460−8.3% | 減碼 |
| Bridgewater Associates, LP | 5,169 | $67.4 萬 | 0.00% | +2,821+120.1% | 加碼 |
| David Loasby | 5,256 | $67.6 萬 | 0.05% | 00.0% | 不變 |
| HRT Financial LP | 5,321 | $69.3 萬 | 0.00% | +2,272+74.5% | 加碼 |
| Forum Financial Management, LP | 5,458 | $71.1 萬 | 0.01% | +900+19.7% | 加碼 |
| Tradition Wealth Management, LLC | 5,479 | $71.4 萬 | 0.05% | +400+7.9% | 加碼 |
| Ipswich Investment Management Co., Inc. | 5,485 | $71.4 萬 | 0.17% | −125−2.2% | 減碼 |
| Vaughan & Co Securities, Inc. | 5,540 | $72.2 萬 | 0.38% | −1,637−22.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,584 | $72.8 萬 | 0.01% | +69+1.3% | 加碼 |
| Tiaa Trust, National Association | 5,655 | $73.7 萬 | 0.00% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 5,670 | $73.9 萬 | 0.00% | +1,398+32.7% | 加碼 |
| Savant Capital, LLC | 5,678 | $74.0 萬 | 0.00% | −218−3.7% | 減碼 |
| CenterBook Partners LP | 5,682 | $74.0 萬 | 0.04% | +5,682 | 新進 |
| HighPoint Advisor Group LLC | 5,741 | $74.8 萬 | 0.04% | −127−2.2% | 減碼 |
| Reuter James Wealth Management, LLC | 5,895 | $76.8 萬 | 0.11% | +13+0.2% | 加碼 |
| Harbour Trust & Investment Management Co | 5,975 | $77.8 萬 | 0.08% | 00.0% | 不變 |