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 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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 6,026 | $78.5 萬 | 0.02% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 6,079 | $79.2 萬 | 0.04% | +4+0.1% | 加碼 |
| Williamson Legacy Group, LLC | 6,169 | $80.4 萬 | 0.62% | +6,169 | 新進 |
| Wealthspire Advisors, LLC | 6,230 | $81.2 萬 | 0.00% | −216−3.4% | 減碼 |
| Rockefeller Capital Management L.P. | 6,397 | $83.3 萬 | 0.00% | +6,397 | 新進 |
| Steward Partners Investment Advisory, LLC | 6,444 | $83.9 萬 | 0.00% | +1,702+35.9% | 加碼 |
| Ieq Capital, LLC | 6,467 | $84.2 萬 | 0.00% | +4,504+229.4% | 加碼 |
| D.A. Davidson & Co. | 6,506 | $84.7 萬 | 0.01% | +282+4.5% | 加碼 |
| Ti-Trust, Inc | 6,692 | $87.2 萬 | 0.55% | 00.0% | 不變 |
| Mairs & Power Inc | 6,746 | $87.9 萬 | 0.01% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 6,989 | $91.0 萬 | 0.11% | +6,989 | 新進 |
| Syon Capital LLC | 7,048 | $91.8 萬 | 0.05% | +19+0.3% | 加碼 |
| Mercer Global Advisors Inc | 7,062 | $92.0 萬 | 0.00% | +295+4.4% | 加碼 |
| Baskin Financial Services Inc. | 7,067 | $92.0 萬 | 0.07% | +195+2.8% | 加碼 |
| Harbour Investments, Inc. | 7,280 | $94.8 萬 | 0.02% | +257+3.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 7,462 | $97.2 萬 | 0.01% | +42+0.6% | 加碼 |
| Jefferies Financial Group Inc. | 7,492 | $97.6 萬 | 0.01% | 00.0% | 不變 |
| Blair William & Co | 7,986 | $104.0 萬 | 0.00% | −1,489−15.7% | 減碼 |
| Atomi Financial Group, Inc. | 8,020 | $104.5 萬 | 0.03% | +1,585+24.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 8,164 | $106.3 萬 | 0.03% | +563+7.4% | 加碼 |
| North Star Asset Management Inc | 8,174 | $106.5 萬 | 0.04% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 8,207 | $106.9 萬 | 0.05% | +6,107+290.8% | 加碼 |
| Yousif Capital Management, LLC | 8,281 | $107.9 萬 | 0.01% | −2,020−19.6% | 減碼 |
| Captrust Financial Advisors | 8,347 | $108.7 萬 | 0.00% | +118+1.4% | 加碼 |
| Verdence Capital Advisors LLC | 8,543 | $108.7 萬 | 0.06% | −1,181−12.1% | 減碼 |
| Tacita Capital Inc | 8,367 | $109.1 萬 | 0.66% | +2,630+45.8% | 加碼 |
| Louisbourg Investments Inc. | 8,428 | $109.8 萬 | 0.24% | 00.0% | 不變 |
| Benjamin Edwards Inc | 8,582 | $111.8 萬 | 0.01% | +129+1.5% | 加碼 |
| Advisors Asset Management, Inc. | 8,590 | $111.9 萬 | 0.02% | −306−3.4% | 減碼 |
| Wealth Alliance | 8,593 | $111.9 萬 | 0.12% | +420+5.1% | 加碼 |
| Journey Strategic Wealth LLC | 8,729 | $113.7 萬 | 0.03% | −9−0.1% | 減碼 |
| Colony Group, LLC | 9,740 | $117.1 萬 | 0.00% | +2,814+40.6% | 加碼 |
| Independent Advisor Alliance | 9,146 | $119.1 萬 | 0.03% | −409−4.3% | 減碼 |
| Berger Financial Group, Inc | 9,350 | $121.8 萬 | 0.07% | −181−1.9% | 減碼 |
| First American Bank | 9,360 | $121.9 萬 | 0.08% | 00.0% | 不變 |
| Resources Management Corp | 9,480 | $123.5 萬 | 0.16% | −5−0.1% | 減碼 |
| Ontario Teachers Pension Plan Board | 9,618 | $125.2 萬 | 0.03% | +3,114+47.9% | 加碼 |
| Ignite Planners, LLC | 9,635 | $125.5 萬 | 0.21% | −486−4.8% | 減碼 |
| Keybank National Association | 9,692 | $126.2 萬 | 0.00% | −319−3.2% | 減碼 |
| Smithfield Trust Co | 9,766 | $126.9 萬 | 0.06% | 00.0% | 不變 |
| IFG Advisory, LLC | 9,816 | $127.9 萬 | 0.06% | −3,284−25.1% | 減碼 |
| Bleakley Financial Group, LLC | 10,064 | $131.1 萬 | 0.03% | +10,064 | 新進 |
| Credit Agricole S A | 10,292 | $134.1 萬 | 0.00% | +10,292 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 10,428 | $135.8 萬 | 0.00% | −196−1.8% | 減碼 |
| Signaturefd, LLC | 10,609 | $138.2 萬 | 0.02% | +355+3.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,696 | $139.2 萬 | 0.06% | +10,696 | 新進 |
| Ritholtz Wealth Management | 10,849 | $141.3 萬 | 0.03% | −11−0.1% | 減碼 |
| Jones Financial Companies LLLP | 10,846 | $141.7 萬 | 0.00% | +836+8.4% | 加碼 |
| Turn8 Private Wealth Inc. | 11,018 | $143.7 萬 | 1.03% | +113+1.0% | 加碼 |
| Brinker Capital Investments, LLC | 11,408 | $148.6 萬 | 0.01% | +1,162+11.3% | 加碼 |
| State Street Corp | 11,465 | $149.3 萬 | 0.00% | −66−0.6% | 減碼 |
| Raleigh Capital Management Inc. | 12,130 | $158.0 萬 | 0.60% | +493+4.2% | 加碼 |
| Probity Advisors, Inc. | 12,371 | $161.1 萬 | 0.26% | −337−2.7% | 減碼 |
| Texas Yale Capital Corp. | 12,413 | $161.7 萬 | 0.05% | −75−0.6% | 減碼 |
| Prudential Financial Inc | 12,505 | $162.9 萬 | 0.00% | +7,735+162.2% | 加碼 |
| Pathstone Holdings, LLC | 12,894 | $167.9 萬 | 0.01% | −204−1.6% | 減碼 |
| Cigna Investments Inc | 12,949 | $168.8 萬 | 0.24% | −144−1.1% | 減碼 |
| Fulton Bank, N.A. | 13,660 | $177.9 萬 | 0.06% | −289−2.1% | 減碼 |
| Curbstone Financial Management Corp | 13,834 | $180.2 萬 | 0.35% | 00.0% | 不變 |
| Ossiam | 13,846 | $180.5 萬 | 0.02% | −12,547−47.5% | 減碼 |
| Cerity Partners LLC | 14,235 | $185.4 萬 | 0.00% | +1,871+15.1% | 加碼 |
| Principal Financial Group Inc | 14,600 | $190.3 萬 | 0.00% | −1,000−6.4% | 減碼 |
| UBS Asset Management Americas Inc | 14,840 | $193.3 萬 | 0.00% | −1,001,257−98.5% | 減碼 |
| Wetherby Asset Management Inc | 15,229 | $198.4 萬 | 0.08% | +17+0.1% | 加碼 |
| Vise Technologies, Inc. | 15,321 | $199.6 萬 | 0.07% | −6,495−29.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 15,500 | $201.9 萬 | 0.01% | −279−1.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 15,700 | $204.5 萬 | 0.00% | +3,475+28.4% | 加碼 |
| Gries Financial LLC | 15,835 | $206.3 萬 | 0.33% | −48−0.3% | 減碼 |
| Associated Banc-Corp | 16,109 | $209.8 萬 | 0.06% | +4,456+38.2% | 加碼 |
| BTG Pactual Asset Management US LLC | 16,220 | $211.3 萬 | 0.25% | +16,220 | 新進 |
| Capital Wealth Planning, LLC | 16,805 | $218.9 萬 | 0.02% | +16,805 | 新進 |
| First Bank & Trust | 16,836 | $219.3 萬 | 0.37% | +630+3.9% | 加碼 |
| Atria Investments LLC | 17,223 | $224.3 萬 | 0.03% | +641+3.9% | 加碼 |
| UniSuper Management Pty Ltd | 12,400 | $224.9 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 17,397 | $226.6 萬 | 0.01% | −74−0.4% | 減碼 |
| NorthRock Partners, LLC | 17,579 | $229.0 萬 | 0.04% | −197−1.1% | 減碼 |
| Algert Global LLC | 17,671 | $230.1 萬 | 0.04% | −626−3.4% | 減碼 |
| Assetmark, Inc | 17,668 | $230.1 萬 | 0.00% | +946+5.7% | 加碼 |
| Naples Global Advisors, LLC | 17,700 | $230.5 萬 | 0.18% | −145−0.8% | 減碼 |
| Millennium Management LLC | 18,419 | $239.9 萬 | 0.00% | +18,419 | 新進 |
| Balyasny Asset Management LLC | 18,445 | $240.2 萬 | 0.00% | +16,345+778.3% | 加碼 |
| Shell Asset Management Co | 18,611 | $242.3 萬 | 0.24% | −10,400−35.8% | 減碼 |
| Silver Lake Advisory, LLC | 18,858 | $245.6 萬 | 0.98% | −9,523−33.6% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,492 | $253.9 萬 | 0.04% | +448+2.4% | 加碼 |
| Advisor Group Holdings, Inc. | 21,318 | $264.5 萬 | 0.00% | +1,834+9.4% | 加碼 |
| JustInvest LLC | 20,626 | $268.7 萬 | 0.03% | +2,337+12.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 20,622 | $268.7 萬 | 0.01% | +10,721+108.3% | 加碼 |
| Cumberland Partners Ltd | 21,627 | $281.7 萬 | 0.18% | +826+4.0% | 加碼 |
| Kestra Advisory Services, LLC | 21,803 | $284.0 萬 | 0.01% | +14,165+185.5% | 加碼 |
| ASR Vermogensbeheer N.V. | 22,213 | $289.5 萬 | 0.04% | +358+1.6% | 加碼 |
| Union Bancaire Privee, UBP SA | 22,380 | $292.1 萬 | 0.06% | −3,562−13.7% | 減碼 |
| Voya Investment Management LLC | 22,450 | $292.6 萬 | 0.00% | −6,738−23.1% | 減碼 |
| XTX Topco Ltd | 22,573 | $294.0 萬 | 0.15% | −28,448−55.8% | 減碼 |
| Private Advisor Group, LLC | 22,609 | $294.5 萬 | 0.01% | −277−1.2% | 減碼 |
| US Bancorp | 22,641 | $294.9 萬 | 0.00% | −2,050−8.3% | 減碼 |
| Gold Investment Management Ltd. | 22,655 | $295.3 萬 | 0.99% | +228+1.0% | 加碼 |
| Quadrant Capital Group LLC | 22,807 | $297.1 萬 | 0.10% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 23,206 | $302.2 萬 | 0.00% | −1,462−5.9% | 減碼 |
| Janney Montgomery Scott LLC | 23,515 | $306.3 萬 | 0.01% | −703−2.9% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $308.4 萬 | 0.02% | 00.0% | 不變 |