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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2026 年第 1 季 13F 持有人
Bank of Montreal 在 2026/3/31 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
- 637
- 較 2025 年第 4 季 +31 家
- 持有股數
- 3.28 億
- 較 2025 年第 4 季 +3,798 萬 (+13.1%)
- 總市值
- $444.7 億
- 較 2025 年第 4 季 +$66.2 億 (+17.5%)
- 新進機構
- 78
- 另有 207 家加碼
- 清倉機構
- 47
- 另有 213 家減碼
另有 11 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management Services Ltd | 500 | $6.77 萬 | 0.01% | 00.0% | 不變 |
| Retirement Wealth Solutions LLC | 509 | $6.89 萬 | 0.04% | −577−53.1% | 減碼 |
| Rothschild Investment LLC | 512 | $6.93 萬 | 0.00% | +5+1.0% | 加碼 |
| Caldwell Sutter Capital, Inc. | 512 | $6.93 萬 | 0.03% | −24−4.5% | 減碼 |
| Virtus ETF Advisers LLC | 378 | $7.12 萬 | 0.03% | −126−25.0% | 減碼 |
| Central Trust Co | 555 | $7.51 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 570 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 575 | $7.78 萬 | 0.01% | −329−36.4% | 減碼 |
| Massmutual Trust Co FSB | 592 | $8.01 萬 | 0.00% | −36−5.7% | 減碼 |
| Ballast Advisors LLC | 653 | $8.84 萬 | 0.03% | +653 | 新進 |
| Olistico Wealth, LLC | 700 | $9.47 萬 | 0.05% | 00.0% | 不變 |
| Mather Group, LLC. | 700 | $9.47 萬 | 0.00% | +700 | 新進 |
| Grove Bank & Trust | 710 | $9.61 萬 | 0.01% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 736 | $9.96 萬 | 0.03% | 00.0% | 不變 |
| HM Payson & Co | 762 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 787 | $10.4 萬 | 0.00% | +63+8.7% | 加碼 |
| Johnson Financial Group, Inc. | 794 | $10.7 萬 | 0.00% | −212−21.1% | 減碼 |
| Umb Bank N A | 836 | $11.3 萬 | 0.00% | −2,140−71.9% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 845 | $11.4 萬 | 0.00% | −492−36.8% | 減碼 |
| Huntington National Bank | 844 | $11.4 萬 | 0.00% | +327+63.2% | 加碼 |
| N.E.W. Advisory Services LLC | 858 | $11.6 萬 | 0.01% | +142+19.8% | 加碼 |
| Danske Bank A/S | 913 | $12.3 萬 | 0.00% | −2,064−69.3% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 960 | $13.0 萬 | 0.02% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 972 | $13.2 萬 | 0.02% | −150−13.4% | 減碼 |
| Hanson & Doremus Investment Management | 1,000 | $13.5 萬 | 0.02% | +1,000 | 新進 |
| Tompkins Financial Corp | 1,000 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Hills Bank & Trust Co | 1,000 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Bayforest Capital Ltd | 1,010 | $13.7 萬 | 0.15% | +656+185.3% | 加碼 |
| Rhumbline Advisers | 1,057 | $14.3 萬 | 0.00% | −10−0.9% | 減碼 |
| Winthrop Capital Management, LLC | 1,105 | $15.0 萬 | 0.04% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,707 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| LOM Asset Management Ltd | 930 | $17.5 萬 | 0.05% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,297 | $17.6 萬 | 0.00% | −6−0.5% | 減碼 |
| Manchester Capital Management LLC | 1,387 | $18.8 萬 | 0.03% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,400 | $18.9 萬 | 0.02% | 00.0% | 不變 |
| Canoe Financial LP | 1,442 | $19.5 萬 | 0.00% | +1,442 | 新進 |
| Park Place Capital Corp | 1,482 | $20.1 萬 | 0.04% | −621−29.5% | 減碼 |
| SEI Investments Co | 1,494 | $20.2 萬 | 0.00% | +1,494 | 新進 |
| Caldwell Trust Co | 1,500 | $20.3 萬 | 0.02% | 00.0% | 不變 |
| Corient IA LLC | 1,500 | $20.3 萬 | 0.19% | +1,500 | 新進 |
| Coldstream Capital Management Inc | 1,501 | $20.3 萬 | 0.00% | +1,501 | 新進 |
| Greykasell Wealth Strategies, Inc. | 1,521 | $20.6 萬 | 0.08% | 00.0% | 不變 |
| Kerntke Otto McGlone Wealth Management Group | 1,523 | $20.6 萬 | 0.14% | +1,523 | 新進 |
| FORM Wealth Advisors, LLC | 1,527 | $20.7 萬 | 0.02% | −24−1.5% | 減碼 |
| RSM US Wealth Management LLC | 1,580 | $21.4 萬 | 0.00% | −214−11.9% | 減碼 |
| Trust Investment Advisors | 1,589 | $21.5 萬 | 0.13% | +10+0.6% | 加碼 |
| PDT Partners, LLC | 1,600 | $21.7 萬 | 0.01% | +1,600 | 新進 |
| Ironwood Investment Counsel, LLC | 1,605 | $21.7 萬 | 0.03% | 00.0% | 不變 |
| PFG Investments, LLC | 1,610 | $21.8 萬 | 0.01% | −78−4.6% | 減碼 |
| OneAscent Family Office, LLC | 1,615 | $21.9 萬 | 0.15% | −57−3.4% | 減碼 |
| Altfest L J & Co Inc | 1,620 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| Greenwood Gearhart Inc | 1,622 | $22.0 萬 | 0.01% | +1,622 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,623 | $22.0 萬 | 0.04% | +1,400+627.8% | 加碼 |
| GAMMA Investing LLC | 1,647 | $22.3 萬 | 0.01% | +43+2.7% | 加碼 |
| Two Sigma Securities, LLC | 1,665 | $22.5 萬 | 0.03% | −489−22.7% | 減碼 |
| Brookstone Capital Management | 1,672 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| ERn Financial, LLC | 1,680 | $22.7 萬 | 0.04% | 00.0% | 不變 |
| Independent Financial Group, LLC | 1,690 | $22.9 萬 | 0.01% | −1−0.1% | 減碼 |
| Oslo Pensjonsforsikring AS | 1,700 | $23.0 萬 | 0.04% | +1,700 | 新進 |
| SkyOak Wealth, LLC | 1,700 | $23.0 萬 | 0.04% | 00.0% | 不變 |
| Pinney & Scofield, Inc. | 1,700 | $23.0 萬 | 0.12% | 00.0% | 不變 |
| Aldebaran Capital, LLC | 1,700 | $23.0 萬 | 0.18% | +1,700 | 新進 |
| Madison Asset Management, LLC | 1,702 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Beto Financial Group, LLC | 1,514 | $23.1 萬 | 0.14% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 1,710 | $23.1 萬 | 0.03% | +91+5.6% | 加碼 |
| Krane Financial Solutions LLC | 1,738 | $23.5 萬 | 0.16% | +1,738 | 新進 |
| Cromwell Holdings LLC | 1,739 | $23.5 萬 | 0.13% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 1,774 | $24.0 萬 | 0.00% | +229+14.8% | 加碼 |
| Schmidt P J Investment Management Inc | 1,773 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 1,775 | $24.0 萬 | 0.00% | +94+5.6% | 加碼 |
| Arq Wealth Advisors, LLC | 1,775 | $24.0 萬 | 0.04% | +1,775 | 新進 |
| Ameritas Advisory Services, LLC | 1,779 | $24.1 萬 | 0.01% | −22−1.2% | 減碼 |
| Buckhead Capital Management LLC | 1,784 | $24.1 萬 | 0.09% | −70−3.8% | 減碼 |
| Measured Wealth Private Client Group, LLC | 1,808 | $24.5 萬 | 0.07% | −21−1.1% | 減碼 |
| Fiduciary Financial Group, LLC | 1,823 | $24.7 萬 | 0.03% | +200+12.3% | 加碼 |
| AlphaGrep UK Ltd | 1,824 | $24.7 萬 | 0.07% | +1,824 | 新進 |
| UBS Asset Management Americas Inc | 1,828 | $24.7 萬 | 0.00% | +1,544+543.7% | 加碼 |
| Lantz Financial LLC | 1,844 | $25.0 萬 | 0.05% | −397−17.7% | 減碼 |
| Ballentine Partners, LLC | 1,852 | $25.1 萬 | 0.00% | +47+2.6% | 加碼 |
| Hexagon Capital Partners LLC | 1,869 | $25.3 萬 | 0.04% | +1,869 | 新進 |
| GWM Advisors LLC | 1,884 | $25.5 萬 | 0.00% | −756−28.6% | 減碼 |
| Landaas & Co | 1,918 | $26.0 萬 | 0.06% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 1,952 | $26.4 萬 | 0.06% | +27+1.4% | 加碼 |
| Old National Bancorp | 1,953 | $26.4 萬 | 0.00% | −589−23.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 1,975 | $26.7 萬 | 0.00% | +385+24.2% | 加碼 |
| Saxony Capital Management, LLC | 1,975 | $26.7 萬 | 0.16% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 1,985 | $26.9 萬 | 0.00% | −976−33.0% | 減碼 |
| CIBC Bancorp USA Inc. | 1,999 | $27.1 萬 | 0.00% | +1,999 | 新進 |
| Bridges Investment Management Inc | 2,000 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| Argent Trust Co | 2,012 | $27.2 萬 | 0.01% | −475−19.1% | 減碼 |
| SNS Financial Group, LLC | 2,048 | $27.7 萬 | 0.02% | +16+0.8% | 加碼 |
| Savvy Advisors, Inc. | 2,055 | $27.8 萬 | 0.01% | +185+9.9% | 加碼 |
| Evelyn Partners Investment Management LLP | 2,064 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $28.1 萬 | 0.06% | 00.0% | 不變 |
| Algert Global LLC | 2,131 | $28.8 萬 | 0.00% | +2,131 | 新進 |
| Income Insurance Ltd | 2,132 | $28.8 萬 | 0.20% | 00.0% | 不變 |
| Plancorp, LLC | 1,996 | $28.8 萬 | 0.01% | +1+0.1% | 加碼 |
| Stephens Inc | 2,143 | $29.0 萬 | 0.00% | −53−2.4% | 減碼 |
| First Affirmative Financial Network | 2,148 | $29.1 萬 | 0.11% | +2,148 | 新進 |
| Aprio Wealth Management, LLC | 2,154 | $29.2 萬 | 0.02% | −126−5.5% | 減碼 |