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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 5,781 | $75.0 萬 | 0.01% | +323+5.9% | 加碼 |
| Tiaa Trust, National Association | 5,655 | $73.4 萬 | 0.00% | 00.0% | 不變 |
| Savant Capital, LLC | 5,590 | $72.6 萬 | 0.00% | −88−1.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,583 | $72.5 萬 | 0.01% | −10.0% | 減碼 |
| David Loasby | 5,401 | $72.3 萬 | 0.05% | +145+2.8% | 加碼 |
| Ipswich Investment Management Co., Inc. | 5,485 | $71.2 萬 | 0.16% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 5,474 | $71.0 萬 | 0.05% | −5−0.1% | 減碼 |
| Vaughan & Co Securities, Inc. | 5,411 | $70.2 萬 | 0.36% | −129−2.3% | 減碼 |
| Midwest Trust Co | 5,380 | $69.8 萬 | 0.01% | +586+12.2% | 加碼 |
| Ignite Planners, LLC | 5,109 | $69.6 萬 | 0.11% | −4,526−47.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 5,344 | $69.4 萬 | 0.00% | −1,100−17.1% | 減碼 |
| HighPoint Advisor Group LLC | 5,336 | $69.3 萬 | 0.02% | −405−7.1% | 減碼 |
| Passumpsic Savings Bank | 5,314 | $69.0 萬 | 0.38% | +5,314 | 新進 |
| Park Avenue Securities LLC | 4,873 | $63.3 萬 | 0.01% | +486+11.1% | 加碼 |
| RMB Capital Management, LLC | 4,848 | $62.9 萬 | 0.01% | +9+0.2% | 加碼 |
| Pensionmark Financial Group, LLC | 4,835 | $62.8 萬 | 0.01% | −133−2.7% | 減碼 |
| CAPROCK Group, Inc. | 4,821 | $62.6 萬 | 0.01% | +57+1.2% | 加碼 |
| Wellington-Altus USA Inc. | 4,465 | $62.0 萬 | 0.46% | +4,465 | 新進 |
| Bridgewater Associates, LP | 4,759 | $61.9 萬 | 0.00% | −410−7.9% | 減碼 |
| Sand Hill Global Advisors, LLC | 4,682 | $60.8 萬 | 0.02% | +113+2.5% | 加碼 |
| HB Wealth Management, LLC | 4,650 | $60.4 萬 | 0.00% | +495+11.9% | 加碼 |
| MAI Capital Management | 4,640 | $60.2 萬 | 0.00% | +98+2.2% | 加碼 |
| Heck Capital Advisors, LLC | 4,636 | $60.2 萬 | 0.04% | +4,636 | 新進 |
| Ellenbecker Investment Group | 4,505 | $58.5 萬 | 0.08% | 00.0% | 不變 |
| Xponance, Inc. | 4,489 | $58.4 萬 | 0.00% | +4,489 | 新進 |
| Code Waechter LLC | 4,486 | $58.2 萬 | 0.37% | +75+1.7% | 加碼 |
| Rowland & Co Investment Counsel | 4,476 | $58.1 萬 | 0.11% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 4,464 | $57.9 萬 | 0.01% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 4,453 | $57.8 萬 | 0.36% | −55−1.2% | 減碼 |
| MQS Management LLC | 4,432 | $57.5 萬 | 0.34% | +4,432 | 新進 |
| Kestra Private Wealth Services, LLC | 4,407 | $57.2 萬 | 0.01% | −3,055−40.9% | 減碼 |
| PDS Planning, Inc | 4,399 | $57.1 萬 | 0.04% | +47+1.1% | 加碼 |
| Boltwood Capital Management | 4,375 | $56.8 萬 | 0.15% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 4,360 | $56.6 萬 | 0.08% | 00.0% | 不變 |
| VestGen Advisors, LLC | 4,343 | $56.4 萬 | 0.02% | +924+27.0% | 加碼 |
| Camden Capital, LLC | 4,200 | $54.5 萬 | 0.03% | −278−6.2% | 減碼 |
| Reuter James Wealth Management, LLC | 4,194 | $54.4 萬 | 0.07% | −1,701−28.9% | 減碼 |
| Avant Financial Advisors LLC | 4,160 | $54.0 萬 | 0.39% | +2,080+100.0% | 加碼 |
| CWM, LLC | 4,150 | $53.9 萬 | 0.00% | +60+1.5% | 加碼 |
| Evergreen Capital Management LLC | 4,112 | $53.4 萬 | 0.01% | −267−6.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,101 | $53.2 萬 | 0.07% | +897+28.0% | 加碼 |
| Silverlake Wealth Management LLC | 4,014 | $52.1 萬 | 0.12% | +6+0.1% | 加碼 |
| Watershed Private Wealth LLC | 4,000 | $51.9 萬 | 0.16% | 00.0% | 不變 |
| Nwam LLC | 3,666 | $50.2 萬 | 0.03% | −113−3.0% | 減碼 |
| West Family Investments, Inc. | 3,854 | $50.0 萬 | 0.12% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 3,839 | $49.8 萬 | 0.05% | 00.0% | 不變 |
| Davis-Rea Ltd. | 3,800 | $49.4 萬 | 0.12% | −203−5.1% | 減碼 |
| Mediolanum International Funds Ltd | 3,764 | $49.2 萬 | 0.00% | +709+23.2% | 加碼 |
| KLCM Advisors, Inc. | 3,779 | $49.0 萬 | 0.04% | −383−9.2% | 減碼 |
| Vident Advisory, LLC | 3,724 | $48.4 萬 | 0.00% | +759+25.6% | 加碼 |
| Farther Finance Advisors, LLC | 3,715 | $48.2 萬 | 0.01% | +1,088+41.4% | 加碼 |
| Quilter Plc | 3,710 | $48.2 萬 | 0.01% | 00.0% | 不變 |
| PCM Encore, LLC | 3,707 | $48.1 萬 | 0.10% | +3,707 | 新進 |
| Annex Advisory Services, LLC | 3,704 | $48.1 萬 | 0.01% | +245+7.1% | 加碼 |
| Cary Street Partners Financial LLC | 3,700 | $48.0 萬 | 0.01% | 00.0% | 不變 |
| Dixon Mitchell Investment Counsel Inc. | 3,662 | $47.6 萬 | 0.02% | +3,662 | 新進 |
| EverSource Wealth Advisors, LLC | 3,666 | $47.6 萬 | 0.02% | +353+10.7% | 加碼 |
| Atlas Capital Advisors LLC | 3,644 | $47.3 萬 | 0.05% | +3,644 | 新進 |
| Jamison Private Wealth Management, Inc. | 3,558 | $46.2 萬 | 0.06% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,535 | $45.9 萬 | 0.00% | +368+11.6% | 加碼 |
| Intrust Bank NA | 3,501 | $45.4 萬 | 0.04% | −209−5.6% | 減碼 |
| Puzo Michael J | 3,500 | $45.4 萬 | 0.12% | 00.0% | 不變 |
| Vantage Financial Partners, LLC | 3,465 | $45.0 萬 | 0.09% | +4+0.1% | 加碼 |
| Prospera Financial Services Inc | 3,438 | $44.6 萬 | 0.01% | +35+1.0% | 加碼 |
| David R. Rahn & Associates Inc. | 3,425 | $44.5 萬 | 0.11% | 00.0% | 不變 |
| Versant Capital Management, Inc | 3,286 | $42.6 萬 | 0.05% | +323+10.9% | 加碼 |
| Rockland Trust Co | 3,243 | $42.1 萬 | 0.02% | +323+11.1% | 加碼 |
| Pinebridge Investments LLC | 2,336 | $41.6 萬 | 0.00% | +2,336 | 新進 |
| AE Wealth Management LLC | 3,185 | $41.3 萬 | 0.00% | −363−10.2% | 減碼 |
| Geneos Wealth Management Inc. | 3,125 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| Isthmus Partners, LLC | 3,091 | $40.1 萬 | 0.04% | +3,091 | 新進 |
| Fifth Third Bancorp | 3,087 | $40.1 萬 | 0.00% | −339−9.9% | 減碼 |
| Wedbush Securities Inc | 3,066 | $39.8 萬 | 0.01% | −34−1.1% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,062 | $39.7 萬 | 0.05% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 3,053 | $39.6 萬 | 0.03% | −78−2.5% | 減碼 |
| NBC Securities, Inc. | 3,049 | $39.6 萬 | 0.03% | −115−3.6% | 減碼 |
| Bridgewater Advisors Inc. | 2,869 | $39.0 萬 | 0.03% | 00.0% | 不變 |
| Twinbeech Capital LP | 3,001 | $39.0 萬 | 0.03% | +3,001 | 新進 |
| Danske Bank A/S | 2,977 | $38.7 萬 | 0.00% | −340−10.3% | 減碼 |
| Umb Bank N A | 2,976 | $38.6 萬 | 0.01% | −1,618−35.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,961 | $38.4 萬 | 0.00% | +499+20.3% | 加碼 |
| Bayban | 2,943 | $38.2 萬 | 0.34% | +2,943 | 新進 |
| Five Oceans Advisors | 2,938 | $38.1 萬 | 0.13% | 00.0% | 不變 |
| Lazard Asset Management LLC | 2,855 | $37.1 萬 | 0.00% | +958+50.5% | 加碼 |
| Cozad Asset Management Inc | 2,837 | $36.8 萬 | 0.03% | 00.0% | 不變 |
| Commerce Bank | 2,802 | $36.4 萬 | 0.00% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 2,783 | $36.1 萬 | 0.26% | −61−2.1% | 減碼 |
| United Capital Financial Advisers, LLC | 2,782 | $36.1 萬 | 0.00% | +163+6.2% | 加碼 |
| Parallel Advisors, LLC | 2,759 | $35.8 萬 | 0.01% | +10.0% | 加碼 |
| Diversified Trust Co | 2,740 | $35.6 萬 | 0.01% | −575−17.3% | 減碼 |
| Terry L. Blaker | 2,716 | $35.3 萬 | 0.01% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 2,699 | $35.0 萬 | 0.12% | −2−0.1% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 2,688 | $35.0 萬 | 0.19% | +2,688 | 新進 |
| Keudell/Morrison Wealth Management | 2,680 | $34.8 萬 | 0.07% | +2,680 | 新進 |
| Buckingham Strategic Partners | 2,677 | $34.7 萬 | 0.00% | −1,048−28.1% | 減碼 |
| Alongside, LLC | 2,673 | $34.7 萬 | 0.12% | +2,673 | 新進 |
| Fielder Capital Group LLC | 2,640 | $34.3 萬 | 0.07% | 00.0% | 不變 |
| GWM Advisors LLC | 2,640 | $34.3 萬 | 0.00% | −500−15.9% | 減碼 |
| Smith, Moore & Co. | 2,636 | $34.2 萬 | 0.03% | 00.0% | 不變 |
| Archetype Wealth Partners | 2,557 | $33.2 萬 | 0.04% | 00.0% | 不變 |