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 |
|---|---|---|---|---|---|
| Avant Financial Advisors LLC | 4,160 | $56.3 萬 | 0.40% | 00.0% | 不變 |
| Versant Capital Management, Inc | 4,163 | $56.3 萬 | 0.06% | +877+26.7% | 加碼 |
| XTX Topco Ltd | 4,164 | $56.4 萬 | 0.01% | −26,315−86.3% | 減碼 |
| Capstone Investment Advisors, LLC | 4,190 | $56.7 萬 | 0.00% | +4,190 | 新進 |
| Ferguson Wellman Capital Management, Inc | 4,238 | $57.4 萬 | 0.01% | +4,238 | 新進 |
| PDS Planning, Inc | 4,251 | $57.5 萬 | 0.04% | −148−3.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,286 | $58.0 萬 | 0.02% | +620+16.9% | 加碼 |
| Evergreen Capital Management LLC | 4,337 | $58.7 萬 | 0.01% | +225+5.5% | 加碼 |
| Qtron Investments LLC | 4,354 | $58.8 萬 | 0.08% | +2,547+141.0% | 加碼 |
| Biltmore Family Office, LLC | 4,360 | $59.0 萬 | 0.08% | 00.0% | 不變 |
| Boltwood Capital Management | 4,375 | $59.2 萬 | 0.15% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 4,390 | $59.4 萬 | 0.01% | −17−0.4% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 4,453 | $60.3 萬 | 0.39% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 4,464 | $60.4 萬 | 0.01% | 00.0% | 不變 |
| Wellington-Altus USA Inc. | 3,056 | $60.6 萬 | 0.36% | −1,409−31.6% | 減碼 |
| Ellenbecker Investment Group | 4,505 | $61.0 萬 | 0.08% | 00.0% | 不變 |
| MAI Capital Management | 4,560 | $61.7 萬 | 0.00% | −80−1.7% | 減碼 |
| Wealth Alliance | 4,575 | $61.9 萬 | 0.06% | −1,850−28.8% | 減碼 |
| Pensionmark Financial Group, LLC | 4,583 | $62.0 萬 | 0.01% | −252−5.2% | 減碼 |
| Midwest Trust Co | 4,632 | $62.7 萬 | 0.01% | −748−13.9% | 減碼 |
| Sivia Capital Partners, LLC | 4,672 | $63.2 萬 | 0.12% | +2,434+108.8% | 加碼 |
| RMB Capital Management, LLC | 4,726 | $64.0 萬 | 0.01% | −122−2.5% | 減碼 |
| Ipswich Investment Management Co., Inc. | 4,810 | $65.1 萬 | 0.15% | −675−12.3% | 減碼 |
| Ignite Planners, LLC | 4,941 | $66.7 萬 | 0.10% | −168−3.3% | 減碼 |
| Baskin Financial Services Inc. | 4,967 | $67.3 萬 | 0.06% | −2,100−29.7% | 減碼 |
| Pacifica Partners Inc. | 5,005 | $67.7 萬 | 0.22% | +5,005 | 新進 |
| Legacy Wealth Asset Management, LLC | 5,002 | $67.7 萬 | 0.16% | +5,002 | 新進 |
| HSBC Holdings PLC | 5,051 | $67.8 萬 | 0.00% | +5,051 | 新進 |
| Farther Finance Advisors, LLC | 5,011 | $68.7 萬 | 0.01% | +1,296+34.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 5,134 | $69.5 萬 | 0.00% | −210−3.9% | 減碼 |
| Quilter Plc | 3,710 | $69.9 萬 | 0.01% | 00.0% | 不變 |
| VestGen Advisors, LLC | 4,630 | $70.6 萬 | 0.02% | +287+6.6% | 加碼 |
| Vaughan & Co Securities, Inc. | 5,248 | $71.0 萬 | 0.37% | −163−3.0% | 減碼 |
| HRT Financial LP | 5,310 | $71.8 萬 | 0.00% | −1,421−21.1% | 減碼 |
| Sand Hill Global Advisors, LLC | 5,411 | $73.2 萬 | 0.02% | +729+15.6% | 加碼 |
| Verdence Capital Advisors LLC | 5,438 | $73.6 萬 | 0.04% | −1,979−26.7% | 減碼 |
| Nicolet Bankshares Inc | 5,401 | $74.0 萬 | 0.03% | +5,401 | 新進 |
| Tradition Wealth Management, LLC | 5,486 | $74.2 萬 | 0.05% | +12+0.2% | 加碼 |
| Ossiam | 5,558 | $75.0 萬 | 0.01% | −918−14.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,584 | $75.6 萬 | 0.01% | +10.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 5,649 | $76.5 萬 | 0.00% | −8,081−58.9% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,827 | $78.9 萬 | 0.00% | +5,827 | 新進 |
| Busey Wealth Management | 5,849 | $79.2 萬 | 0.02% | −400−6.4% | 減碼 |
| Harbour Trust & Investment Management Co | 5,935 | $80.3 萬 | 0.09% | −20−0.3% | 減碼 |
| Walleye Capital LLC | 6,048 | $81.9 萬 | 0.01% | +5,571+1,167.9% | 加碼 |
| Yousif Capital Management, LLC | 6,051 | $81.9 萬 | 0.01% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 6,149 | $83.2 萬 | 0.02% | +1,328+27.5% | 加碼 |
| Pinebridge Investments LLC | 4,498 | $84.8 萬 | 0.01% | +2,162+92.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 6,352 | $86.0 萬 | 0.05% | +271+4.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,384 | $86.4 萬 | 0.00% | +461+7.8% | 加碼 |
| Merit Financial Group, LLC | 6,447 | $87.3 萬 | 0.01% | +631+10.8% | 加碼 |
| Viewpoint Investment Partners Corp | 6,534 | $89.6 萬 | 0.41% | +6,534 | 新進 |
| Frank, Rimerman Advisors LLC | 6,680 | $90.4 萬 | 0.06% | +16+0.2% | 加碼 |
| Ti-Trust, Inc | 6,692 | $90.6 萬 | 0.54% | 00.0% | 不變 |
| Mairs & Power Inc | 6,746 | $91.3 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 6,785 | $91.8 萬 | 0.00% | −1,031−13.2% | 減碼 |
| Glenmede Trust Co NA | 6,810 | $92.2 萬 | 0.00% | +245+3.7% | 加碼 |
| Dickmeyer Boyce Financial Management, Inc. | 6,830 | $92.4 萬 | 0.54% | +6,830 | 新進 |
| Squarepoint Ops LLC | 6,878 | $93.1 萬 | 0.00% | −10,478−60.4% | 減碼 |
| Savant Capital, LLC | 6,881 | $93.1 萬 | 0.00% | +1,291+23.1% | 加碼 |
| Parrish Capital LLC | 6,937 | $93.9 萬 | 0.84% | −44−0.6% | 減碼 |
| Mediolanum International Funds Ltd | 7,177 | $94.5 萬 | 0.01% | +3,413+90.7% | 加碼 |
| Raleigh Capital Management Inc. | 7,094 | $96.0 萬 | 0.33% | −2,074−22.6% | 減碼 |
| Fountainhead AM, LLC | 7,142 | $96.7 萬 | 0.87% | +7,142 | 新進 |
| Fulton Bank, N.A. | 7,299 | $98.8 萬 | 0.03% | −2,802−27.7% | 減碼 |
| Simplex Trading, LLC | 7,488 | $101.3 萬 | 0.03% | +7,488 | 新進 |
| Jefferies Financial Group Inc. | 7,492 | $101.4 萬 | 0.01% | −472,000−98.4% | 減碼 |
| Captrust Financial Advisors | 7,575 | $102.5 萬 | 0.00% | −842−10.0% | 減碼 |
| Callan Family Office, LLC | 7,808 | $105.7 萬 | 0.02% | −29−0.4% | 減碼 |
| Syon Capital LLC | 7,872 | $106.5 萬 | 0.05% | +77+1.0% | 加碼 |
| Ieq Capital, LLC | 8,017 | $108.5 萬 | 0.01% | +1,153+16.8% | 加碼 |
| North Star Asset Management Inc | 8,099 | $109.6 萬 | 0.05% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 8,306 | $112.4 萬 | 0.05% | −20.0% | 減碼 |
| Louisbourg Investments Inc. | 8,400 | $113.5 萬 | 0.21% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 8,545 | $115.6 萬 | 0.03% | −82−1.0% | 減碼 |
| Benjamin Edwards Inc | 8,609 | $116.5 萬 | 0.01% | +1,630+23.4% | 加碼 |
| Tacita Capital Inc | 8,637 | $116.6 萬 | 0.69% | −19−0.2% | 減碼 |
| State of Wyoming | 8,640 | $116.7 萬 | 0.14% | +8,640 | 新進 |
| Advisors Asset Management, Inc. | 8,631 | $116.8 萬 | 0.02% | +2,218+34.6% | 加碼 |
| Associated Banc-Corp | 8,738 | $118.3 萬 | 0.03% | −150−1.7% | 減碼 |
| Resources Management Corp | 8,770 | $118.7 萬 | 0.16% | −625−6.7% | 減碼 |
| Twin Tree Management, LP | 8,797 | $119.1 萬 | 0.25% | +8,797 | 新進 |
| Abacus Wealth Partners, LLC | 9,202 | $124.5 萬 | 0.11% | +81+0.9% | 加碼 |
| D.A. Davidson & Co. | 9,331 | $126.3 萬 | 0.01% | +1,851+24.7% | 加碼 |
| Berger Financial Group, Inc | 9,350 | $126.5 萬 | 0.07% | 00.0% | 不變 |
| First American Bank | 9,360 | $126.7 萬 | 0.08% | 00.0% | 不變 |
| HB Wealth Management, LLC | 9,484 | $128.4 萬 | 0.01% | +4,834+104.0% | 加碼 |
| Atria Investments LLC | 9,545 | $129.2 萬 | 0.01% | −3,859−28.8% | 減碼 |
| Atomi Financial Group, Inc. | 9,660 | $130.7 萬 | 0.04% | +1,105+12.9% | 加碼 |
| Independent Advisor Alliance | 9,670 | $130.9 萬 | 0.01% | −203−2.1% | 減碼 |
| Blair William & Co | 9,697 | $131.2 萬 | 0.00% | +2,354+32.1% | 加碼 |
| Smithfield Trust Co | 9,766 | $132.2 萬 | 0.06% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 10,458 | $141.5 萬 | 0.16% | +2,378+29.4% | 加碼 |
| Morningstar Investment Management LLC | 10,675 | $144.6 萬 | 0.09% | +1,104+11.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 10,695 | $144.6 萬 | 0.01% | +50+0.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,697 | $144.8 萬 | 0.00% | +167+1.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,877 | $147.2 萬 | 0.01% | −2,372−17.9% | 減碼 |
| Quadrature Capital Ltd | 11,100 | $149.9 萬 | 0.02% | −496,682−97.8% | 減碼 |
| Turn8 Private Wealth Inc. | 11,215 | $151.4 萬 | 0.95% | +93+0.8% | 加碼 |
| Signaturefd, LLC | 11,353 | $153.7 萬 | 0.02% | +639+6.0% | 加碼 |