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 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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 15,976 | $207.4 萬 | 0.03% | −8,661−35.2% | 減碼 |
| Point72 Asset Management, L.P. | 15,996 | $208.1 萬 | 0.00% | +15,996 | 新進 |
| First Bank & Trust | 17,135 | $222.4 萬 | 0.36% | +299+1.8% | 加碼 |
| Vise Technologies, Inc. | 17,151 | $222.6 萬 | 0.04% | +1,830+11.9% | 加碼 |
| NorthRock Partners, LLC | 17,186 | $223.1 萬 | 0.04% | −393−2.2% | 減碼 |
| Squarepoint Ops LLC | 17,356 | $225.3 萬 | 0.00% | +17,356 | 新進 |
| Naples Global Advisors, LLC | 17,780 | $230.8 萬 | 0.17% | +80+0.5% | 加碼 |
| Cerity Partners LLC | 18,079 | $234.6 萬 | 0.00% | +3,844+27.0% | 加碼 |
| TD Private Client Wealth LLC | 18,264 | $237.0 萬 | 0.05% | −7,975−30.4% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 18,800 | $244.0 萬 | 0.08% | +18,800 | 新進 |
| Silver Lake Advisory, LLC | 18,858 | $244.8 萬 | 0.95% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 13,900 | $247.8 萬 | 0.01% | +1,500+12.1% | 加碼 |
| Laird Norton Trust Company, LLC | 19,245 | $249.8 萬 | 0.05% | +19,245 | 新進 |
| SIG North Trading, ULC | 19,448 | $252.4 萬 | 0.44% | +19,448 | 新進 |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,492 | $253.0 萬 | 0.04% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 19,785 | $256.8 萬 | 0.01% | −3,730−15.9% | 減碼 |
| Private Advisor Group, LLC | 20,718 | $268.9 萬 | 0.01% | −1,891−8.4% | 減碼 |
| Kestra Advisory Services, LLC | 20,747 | $269.3 萬 | 0.01% | −1,056−4.8% | 減碼 |
| Advisor Group Holdings, Inc. | 20,869 | $271.1 萬 | 0.00% | −449−2.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 21,268 | $276.0 萬 | 0.00% | +5,568+35.5% | 加碼 |
| Cidel Asset Management Inc | 21,295 | $276.9 萬 | 0.20% | −37,398−63.7% | 減碼 |
| Metis Global Partners, LLC | 21,352 | $277.3 萬 | 0.07% | −5,812−21.4% | 減碼 |
| JustInvest LLC | 21,501 | $279.1 萬 | 0.03% | +875+4.2% | 加碼 |
| Assenagon Asset Management S.A. | 21,735 | $282.6 萬 | 0.00% | −1,471−6.3% | 減碼 |
| ASR Vermogensbeheer N.V. | 22,213 | $288.9 萬 | 0.03% | 00.0% | 不變 |
| CI Private Wealth, LLC | 22,555 | $293.2 萬 | 0.00% | −1,575−6.5% | 減碼 |
| Quadrant Capital Group LLC | 22,807 | $296.0 萬 | 0.09% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 22,899 | $297.4 萬 | 0.95% | +244+1.1% | 加碼 |
| Burkett Asset Management Ltd | 23,700 | $308.2 萬 | 3.12% | +23,700 | 新進 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $308.6 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna Advisors Group, Inc. | 23,900 | $310.2 萬 | 0.10% | +23,900 | 新進 |
| Carnegie Capital Asset Management, LLC | 23,993 | $311.4 萬 | 0.06% | −75−0.3% | 減碼 |
| Davenport & Co LLC | 24,715 | $320.8 萬 | 0.02% | −6,890−21.8% | 減碼 |
| US Bancorp | 24,860 | $322.7 萬 | 0.00% | +2,219+9.8% | 加碼 |
| Waratah Capital Advisors Ltd. | 25,894 | $336.1 萬 | 0.26% | −64,654−71.4% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 26,588 | $350.0 萬 | 1.53% | −391−1.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 27,052 | $351.1 萬 | 0.00% | −2,126−7.3% | 減碼 |
| Sciencast Management LP | 27,367 | $355.2 萬 | 0.49% | −850−3.0% | 減碼 |
| Genus Capital Management Inc. | 27,522 | $357.9 萬 | 0.42% | +131+0.5% | 加碼 |
| HighTower Advisors, LLC | 28,428 | $369.0 萬 | 0.00% | −411−1.4% | 減碼 |
| MML Investors Services, LLC | 28,785 | $373.6 萬 | 0.01% | −5,071−15.0% | 減碼 |
| Barclays PLC | 28,846 | $374.4 萬 | 0.00% | +449+1.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 28,871 | $374.7 萬 | 0.18% | +25,519+761.3% | 加碼 |
| Magnetar Financial LLC | 29,585 | $384.0 萬 | 0.04% | +29,585 | 新進 |
| XTX Topco Ltd | 30,479 | $395.6 萬 | 0.10% | +7,906+35.0% | 加碼 |
| Ensign Peak Advisors, Inc | 30,829 | $400.9 萬 | 0.01% | 00.0% | 不變 |
| Vertex Planning Partners, LLC | 31,959 | $414.8 萬 | 0.96% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 32,281 | $419.0 萬 | 0.19% | −25,695−44.3% | 減碼 |
| Royal London Asset Management Ltd | 33,219 | $431.1 萬 | 0.01% | +1,581+5.0% | 加碼 |
| Pinnacle Associates Ltd | 33,600 | $436.1 萬 | 0.06% | 00.0% | 不變 |
| St Germain D J Co Inc | 34,589 | $448.9 萬 | 0.17% | −1,238−3.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 36,241 | $470.7 萬 | 0.15% | 00.0% | 不變 |
| Harvest Portfolios Group Inc. | 36,879 | $478.9 萬 | 0.08% | +3,963+12.0% | 加碼 |
| Baird Financial Group, Inc. | 37,639 | $488.5 萬 | 0.01% | −509−1.3% | 減碼 |
| Commonwealth Equity Services, LLC | 37,770 | $490.2 萬 | 0.01% | −3,651−8.8% | 減碼 |
| Advisory Services Network, LLC | 40,125 | $520.8 萬 | 0.07% | +37,907+1,709.1% | 加碼 |
| Natixis | 40,128 | $520.8 萬 | 0.02% | +4,092+11.4% | 加碼 |
| Bessemer Group Inc | 40,491 | $526.3 萬 | 0.01% | −5,077−11.1% | 減碼 |
| Cumberland Partners Ltd | 41,008 | $532.9 萬 | 0.33% | +19,381+89.6% | 加碼 |
| Rathbone Brothers plc | 41,384 | $538.2 萬 | 0.02% | −200.0% | 減碼 |
| PCJ Investment Counsel Ltd. | 41,850 | $543.5 萬 | 1.34% | −5,720−12.0% | 減碼 |
| Northwest Bancshares, Inc. | 42,835 | $556.0 萬 | 1.07% | −8,546−16.6% | 減碼 |
| Allianz Asset Management GmbH | 45,340 | $589.6 萬 | 0.01% | +2,954+7.0% | 加碼 |
| NBT Bank N A | 1,300 | $597.9 萬 | 0.39% | −2−0.2% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 34,266 | $610.8 萬 | 0.34% | +34,266 | 新進 |
| Quantinno Capital Management LP | 47,435 | $615.7 萬 | 0.01% | +12,454+35.6% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 48,196 | $625.9 萬 | 0.27% | +37,500+350.6% | 加碼 |
| K.J. Harrison & Partners Inc | 49,606 | $645.1 萬 | 0.86% | −1,241−2.4% | 減碼 |
| Romano Brothers and Company | 50,238 | $652.0 萬 | 0.74% | −70−0.1% | 減碼 |
| Dana Investment Advisors, Inc. | 50,565 | $656.3 萬 | 0.19% | −450−0.9% | 減碼 |
| Ameriprise Financial Inc | 44,685 | $657.1 萬 | 0.00% | +2,124+5.0% | 加碼 |
| Cetera Investment Advisers | 51,967 | $674.5 萬 | 0.01% | +1,044+2.1% | 加碼 |
| Osmosis Investment Management UK Ltd | 51,988 | $675.8 萬 | 0.17% | +51,988 | 新進 |
| Beacon Pointe Advisors, LLC | 52,635 | $683.1 萬 | 0.05% | +218+0.4% | 加碼 |
| Two Sigma Advisers, LP | 53,898 | $699.5 萬 | 0.01% | +52,198+3,070.5% | 加碼 |
| M&T Bank Corp | 57,622 | $747.8 萬 | 0.02% | +433+0.8% | 加碼 |
| Mariner, LLC | 58,023 | $753.3 萬 | 0.01% | +5,608+10.7% | 加碼 |
| JCIC Asset Management Inc. | 60,290 | $783.1 萬 | 2.40% | −647−1.1% | 減碼 |
| Janus Henderson Group PLC | 62,227 | $809.7 萬 | 0.00% | +6,100+10.9% | 加碼 |
| Avanza Fonder AB | 45,580 | $812.5 萬 | 0.21% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 61,558 | $818.6 萬 | 0.01% | −4,331−6.6% | 減碼 |
| Truist Financial Corp | 64,797 | $841.0 萬 | 0.01% | −16,417−20.2% | 減碼 |
| Creative Planning | 65,270 | $847.1 萬 | 0.01% | +2,973+4.8% | 加碼 |
| Alliancebernstein L.P. | 68,590 | $890.2 萬 | 0.00% | −622−0.9% | 減碼 |
| Natixis Advisors, L.P. | 72,166 | $936.6 萬 | 0.01% | +6,350+9.6% | 加碼 |
| Public Employees Retirement System of Ohio | 73,683 | $958.1 萬 | 0.03% | −58,125−44.1% | 減碼 |
| Maryland State Retirement & Pension System | 75,551 | $981.6 萬 | 0.20% | −322−0.4% | 減碼 |
| Two Sigma Investments, LP | 76,440 | $992.1 萬 | 0.01% | −78,000−50.5% | 減碼 |
| Wellington Management Group LLP | 80,729 | $1,050 萬 | 0.00% | −17,605−17.9% | 減碼 |
| Utah Retirement Systems | 80,732 | $1,050 萬 | 0.10% | 00.0% | 不變 |
| Capital Fund Management S.A. | 87,423 | $1,135 萬 | 0.11% | −4,400−4.8% | 減碼 |
| Claret Asset Management Corp | 89,014 | $1,156 萬 | 1.34% | +462+0.5% | 加碼 |
| Barometer Capital Management Inc. | 43,045 | $1,169 萬 | 3.85% | −56,477−56.7% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $1,246 萬 | 0.86% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 96,785 | $1,279 萬 | 0.08% | +79,980+475.9% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 98,630 | $1,283 萬 | 2.95% | +1,253+1.3% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 102,160 | $1,328 萬 | 0.19% | +102,160 | 新進 |
| PensionDanmark Pensionsforsikringsaktieselskab | 102,772 | $1,336 萬 | 0.12% | +102,772 | 新進 |
| FNY Investment Advisers, LLC | 104,200 | $1,352 萬 | 3.87% | +104,200 | 新進 |
| Pinnacle Financial Partners, Inc. | 107,173 | $1,391 萬 | 0.11% | +107,173 | 新進 |