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 4 季 13F 持有人
Bank of Montreal 在 2025/12/31 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
- 617
- 較 2025 年第 3 季 +53 家
- 持有股數
- 3.31 億
- 較 2025 年第 3 季 −486.1 萬 (−1.4%)
- 總市值
- $432.2 億
- 較 2025 年第 3 季 −$6.53 億 (−1.5%)
- 新進機構
- 95
- 另有 186 家加碼
- 清倉機構
- 42
- 另有 201 家減碼
另有 14 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 4,821 | $62.6 萬 | 0.01% | +57+1.2% | 加碼 |
| Pensionmark Financial Group, LLC | 4,835 | $62.8 萬 | 0.01% | −133−2.7% | 減碼 |
| RMB Capital Management, LLC | 4,848 | $62.9 萬 | 0.01% | +9+0.2% | 加碼 |
| Park Avenue Securities LLC | 4,873 | $63.3 萬 | 0.01% | +486+11.1% | 加碼 |
| Passumpsic Savings Bank | 5,314 | $69.0 萬 | 0.38% | +5,314 | 新進 |
| HighPoint Advisor Group LLC | 5,336 | $69.3 萬 | 0.02% | −405−7.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 5,344 | $69.4 萬 | 0.00% | −1,100−17.1% | 減碼 |
| Ignite Planners, LLC | 5,109 | $69.6 萬 | 0.11% | −4,526−47.0% | 減碼 |
| Midwest Trust Co | 5,380 | $69.8 萬 | 0.01% | +586+12.2% | 加碼 |
| Vaughan & Co Securities, Inc. | 5,411 | $70.2 萬 | 0.36% | −129−2.3% | 減碼 |
| Tradition Wealth Management, LLC | 5,474 | $71.0 萬 | 0.05% | −5−0.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 5,485 | $71.2 萬 | 0.16% | 00.0% | 不變 |
| David Loasby | 5,401 | $72.3 萬 | 0.05% | +145+2.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,583 | $72.5 萬 | 0.01% | −10.0% | 減碼 |
| Savant Capital, LLC | 5,590 | $72.6 萬 | 0.00% | −88−1.5% | 減碼 |
| Tiaa Trust, National Association | 5,655 | $73.4 萬 | 0.00% | 00.0% | 不變 |
| Forum Financial Management, LP | 5,781 | $75.0 萬 | 0.01% | +323+5.9% | 加碼 |
| Merit Financial Group, LLC | 5,816 | $75.5 萬 | 0.01% | +1,182+25.5% | 加碼 |
| Group One Trading, L.P. | 5,866 | $76.1 萬 | 0.02% | +2,995+104.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,923 | $76.9 萬 | 0.00% | +253+4.5% | 加碼 |
| Harbour Trust & Investment Management Co | 5,955 | $77.3 萬 | 0.08% | −20−0.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,081 | $78.9 萬 | 0.04% | +20.0% | 加碼 |
| Busey Wealth Management | 6,249 | $81.1 萬 | 0.02% | +223+3.7% | 加碼 |
| Yousif Capital Management, LLC | 6,051 | $81.3 萬 | 0.01% | −2,230−26.9% | 減碼 |
| Ethic Inc. | 6,317 | $82.0 萬 | 0.01% | +2,006+46.5% | 加碼 |
| Advisors Asset Management, Inc. | 6,413 | $83.2 萬 | 0.01% | −2,177−25.3% | 減碼 |
| Wealth Alliance | 6,425 | $83.4 萬 | 0.08% | −2,168−25.2% | 減碼 |
| Ossiam | 6,476 | $84.2 萬 | 0.02% | −7,370−53.2% | 減碼 |
| Glenmede Trust Co NA | 6,565 | $85.2 萬 | 0.00% | +6,565 | 新進 |
| Frank, Rimerman Advisors LLC | 6,664 | $86.5 萬 | 0.05% | +2,305+52.9% | 加碼 |
| Ti-Trust, Inc | 6,692 | $86.9 萬 | 0.54% | 00.0% | 不變 |
| HRT Financial LP | 6,731 | $87.3 萬 | 0.00% | +1,410+26.5% | 加碼 |
| Mairs & Power Inc | 6,746 | $87.6 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 6,835 | $88.7 萬 | 0.01% | +605+9.7% | 加碼 |
| Ieq Capital, LLC | 6,864 | $89.1 萬 | 0.00% | +397+6.1% | 加碼 |
| Harbour Investments, Inc. | 6,932 | $90.0 萬 | 0.02% | −348−4.8% | 減碼 |
| Benjamin Edwards Inc | 6,979 | $90.6 萬 | 0.01% | −1,603−18.7% | 減碼 |
| Parrish Capital LLC | 6,981 | $90.6 萬 | 0.82% | +6,981 | 新進 |
| Baskin Financial Services Inc. | 7,067 | $91.8 萬 | 0.07% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 7,085 | $92.0 萬 | 0.00% | +5,254+286.9% | 加碼 |
| Blair William & Co | 7,343 | $95.3 萬 | 0.00% | −643−8.1% | 減碼 |
| IFG Advisory, LLC | 7,397 | $96.0 萬 | 0.04% | −2,419−24.6% | 減碼 |
| Verdence Capital Advisors LLC | 7,417 | $96.3 萬 | 0.06% | −1,126−13.2% | 減碼 |
| D.A. Davidson & Co. | 7,480 | $97.1 萬 | 0.01% | +974+15.0% | 加碼 |
| Syon Capital LLC | 7,795 | $101.2 萬 | 0.05% | +747+10.6% | 加碼 |
| Mercer Global Advisors Inc | 7,816 | $101.4 萬 | 0.00% | +754+10.7% | 加碼 |
| Callan Family Office, LLC | 7,837 | $101.7 萬 | 0.02% | +6,050+338.6% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 8,080 | $104.9 萬 | 0.12% | +1,091+15.6% | 加碼 |
| North Star Asset Management Inc | 8,099 | $105.1 萬 | 0.04% | −75−0.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 8,173 | $106.1 萬 | 0.03% | +9+0.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 8,308 | $107.8 萬 | 0.05% | +101+1.2% | 加碼 |
| Louisbourg Investments Inc. | 8,400 | $109.2 萬 | 0.22% | −28−0.3% | 減碼 |
| Captrust Financial Advisors | 8,417 | $109.3 萬 | 0.00% | +70+0.8% | 加碼 |
| Atomi Financial Group, Inc. | 8,555 | $111.0 萬 | 0.03% | +535+6.7% | 加碼 |
| Journey Strategic Wealth LLC | 8,627 | $112.0 萬 | 0.03% | −102−1.2% | 減碼 |
| Tacita Capital Inc | 8,656 | $112.5 萬 | 0.65% | +289+3.5% | 加碼 |
| Associated Banc-Corp | 8,888 | $115.4 萬 | 0.03% | −7,221−44.8% | 減碼 |
| Abacus Wealth Partners, LLC | 9,121 | $118.4 萬 | 0.12% | +9,121 | 新進 |
| Raleigh Capital Management Inc. | 9,168 | $119.0 萬 | 0.43% | −2,962−24.4% | 減碼 |
| Prudential Financial Inc | 9,170 | $119.1 萬 | 0.00% | −3,335−26.7% | 減碼 |
| Keybank National Association | 9,297 | $120.7 萬 | 0.00% | −395−4.1% | 減碼 |
| Berger Financial Group, Inc | 9,350 | $121.4 萬 | 0.07% | 00.0% | 不變 |
| First American Bank | 9,360 | $121.5 萬 | 0.07% | 00.0% | 不變 |
| Resources Management Corp | 9,395 | $121.9 萬 | 0.16% | −85−0.9% | 減碼 |
| Morningstar Investment Management LLC | 9,571 | $124.3 萬 | 0.07% | +9,571 | 新進 |
| Ontario Teachers Pension Plan Board | 9,618 | $124.9 萬 | 0.03% | 00.0% | 不變 |
| Smithfield Trust Co | 9,766 | $126.8 萬 | 0.06% | 00.0% | 不變 |
| Independent Advisor Alliance | 9,873 | $128.1 萬 | 0.03% | +727+7.9% | 加碼 |
| Fulton Bank, N.A. | 10,101 | $131.1 萬 | 0.05% | −3,559−26.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 10,530 | $136.7 萬 | 0.00% | +102+1.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 10,645 | $138.3 萬 | 0.01% | −9,977−48.4% | 減碼 |
| Signaturefd, LLC | 10,714 | $139.1 萬 | 0.02% | +105+1.0% | 加碼 |
| Turn8 Private Wealth Inc. | 11,122 | $144.5 萬 | 1.04% | +104+0.9% | 加碼 |
| Citadel Advisors LLC | 11,337 | $147.1 萬 | 0.00% | +11,337 | 新進 |
| State Street Corp | 11,465 | $148.8 萬 | 0.00% | 00.0% | 不變 |
| Entropy Technologies, LP | 11,550 | $149.9 萬 | 0.08% | +11,550 | 新進 |
| Probity Advisors, Inc. | 11,785 | $153.0 萬 | 0.24% | −586−4.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 12,270 | $159.3 萬 | 0.36% | +12,270 | 新進 |
| Texas Yale Capital Corp. | 12,413 | $161.1 萬 | 0.05% | 00.0% | 不變 |
| Colony Group, LLC | 12,552 | $162.9 萬 | 0.00% | +2,812+28.9% | 加碼 |
| Quantbot Technologies LP | 12,693 | $164.7 萬 | 0.05% | +12,693 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,700 | $164.9 萬 | 0.00% | +12,700 | 新進 |
| Cigna Investments Inc | 12,746 | $165.8 萬 | 0.24% | −203−1.6% | 減碼 |
| Picton Mahoney Asset Management | 12,983 | $168.8 萬 | 0.02% | −392,986−96.8% | 減碼 |
| Jones Financial Companies LLLP | 13,039 | $169.2 萬 | 0.00% | +2,193+20.2% | 加碼 |
| Credit Agricole S A | 13,064 | $169.6 萬 | 0.00% | +2,772+26.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,249 | $172.0 萬 | 0.01% | −2,251−14.5% | 減碼 |
| Pathstone Holdings, LLC | 13,257 | $172.1 萬 | 0.01% | +363+2.8% | 加碼 |
| Murchinson Ltd. | 13,347 | $173.2 萬 | 0.93% | +13,347 | 新進 |
| Atria Investments LLC | 13,404 | $174.0 萬 | 0.02% | −3,819−22.2% | 減碼 |
| Curbstone Financial Management Corp | 13,684 | $177.6 萬 | 0.34% | −150−1.1% | 減碼 |
| Principal Financial Group Inc | 13,700 | $178.2 萬 | 0.00% | −900−6.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 13,730 | $178.2 萬 | 0.01% | −3,667−21.1% | 減碼 |
| Rockefeller Capital Management L.P. | 13,904 | $180.5 萬 | 0.00% | +7,507+117.4% | 加碼 |
| CenterBook Partners LP | 14,048 | $182.3 萬 | 0.09% | +8,366+147.2% | 加碼 |
| Assetmark, Inc | 14,053 | $182.4 萬 | 0.00% | −3,615−20.5% | 減碼 |
| Brinker Capital Investments, LLC | 14,646 | $190.1 萬 | 0.01% | +3,238+28.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 14,999 | $194.7 萬 | 0.00% | −13,117−46.7% | 減碼 |
| Union Bancaire Privee, UBP SA | 14,862 | $195.5 萬 | 0.03% | −7,518−33.6% | 減碼 |
| Ritholtz Wealth Management | 15,553 | $201.9 萬 | 0.04% | +4,704+43.4% | 加碼 |