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
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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 11,373 | $153.9 萬 | 0.02% | −18,212−61.6% | 減碼 |
| Probity Advisors, Inc. | 11,453 | $155.0 萬 | 0.25% | −332−2.8% | 減碼 |
| State Street Corp | 11,465 | $155.2 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 11,470 | $155.2 萬 | 0.25% | −800−6.5% | 減碼 |
| Keybank National Association | 11,755 | $159.1 萬 | 0.01% | +2,458+26.4% | 加碼 |
| Assetmark, Inc | 11,769 | $159.3 萬 | 0.00% | −2,284−16.3% | 減碼 |
| Texas Yale Capital Corp. | 12,213 | $165.3 萬 | 0.05% | −200−1.6% | 減碼 |
| Cigna Investments Inc | 12,529 | $169.2 萬 | 0.26% | −217−1.7% | 減碼 |
| Pathstone Holdings, LLC | 12,928 | $175.0 萬 | 0.01% | −329−2.5% | 減碼 |
| TD Private Client Wealth LLC | 13,077 | $177.0 萬 | 0.04% | −5,187−28.4% | 減碼 |
| Harbour Investments, Inc. | 13,099 | $177.3 萬 | 0.03% | +6,167+89.0% | 加碼 |
| Colony Group, LLC | 13,513 | $182.9 萬 | 0.00% | +961+7.7% | 加碼 |
| Curbstone Financial Management Corp | 13,634 | $184.5 萬 | 0.35% | −50−0.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 13,890 | $188.0 萬 | 0.03% | −2,086−13.1% | 減碼 |
| Plato Investment Management Ltd | 14,305 | $193.2 萬 | 0.13% | +13,836+2,950.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 14,987 | $197.6 萬 | 0.04% | +125+0.8% | 加碼 |
| Brinker Capital Investments, LLC | 14,720 | $199.2 萬 | 0.02% | +74+0.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,716 | $199.2 萬 | 0.00% | +2,016+15.9% | 加碼 |
| Trexquant Investment LP | 14,799 | $200.3 萬 | 0.01% | +14,799 | 新進 |
| Campbell & CO Investment Adviser LLC | 15,949 | $215.9 萬 | 0.12% | −12,922−44.8% | 減碼 |
| Rockefeller Capital Management L.P. | 16,041 | $217.1 萬 | 0.00% | +2,137+15.4% | 加碼 |
| Vise Technologies, Inc. | 17,151 | $222.6 萬 | 0.04% | 00.0% | 不變 |
| CI Private Wealth, LLC | 16,869 | $226.7 萬 | 0.00% | −5,686−25.2% | 減碼 |
| Janney Montgomery Scott LLC | 16,862 | $228.2 萬 | 0.01% | −2,923−14.8% | 減碼 |
| First Bank & Trust | 17,295 | $234.1 萬 | 0.38% | +160+0.9% | 加碼 |
| Naples Global Advisors, LLC | 17,360 | $234.9 萬 | 0.17% | −420−2.4% | 減碼 |
| Silver Lake Advisory, LLC | 17,606 | $238.3 萬 | 0.95% | −1,252−6.6% | 減碼 |
| Ritholtz Wealth Management | 18,095 | $244.9 萬 | 0.04% | +2,542+16.3% | 加碼 |
| NorthRock Partners, LLC | 18,316 | $247.9 萬 | 0.04% | +1,130+6.6% | 加碼 |
| Davenport & Co LLC | 19,068 | $258.1 萬 | 0.01% | −5,647−22.8% | 減碼 |
| Metis Global Partners, LLC | 19,297 | $260.5 萬 | 0.06% | −2,055−9.6% | 減碼 |
| Laird Norton Trust Company, LLC | 19,346 | $261.8 萬 | 0.06% | +101+0.5% | 加碼 |
| UniSuper Management Pty Ltd | 13,900 | $261.9 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 19,562 | $264.8 萬 | 0.01% | −1,185−5.7% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,603 | $265.3 萬 | 0.04% | +111+0.6% | 加碼 |
| Jones Financial Companies LLLP | 20,247 | $267.0 萬 | 0.00% | +7,208+55.3% | 加碼 |
| Numerai GP LLC | 19,832 | $268.4 萬 | 0.27% | +19,832 | 新進 |
| MML Investors Services, LLC | 19,900 | $269.3 萬 | 0.01% | −8,885−30.9% | 減碼 |
| Murchinson Ltd. | 20,046 | $271.3 萬 | 1.09% | +6,699+50.2% | 加碼 |
| Cerity Partners LLC | 20,076 | $271.7 萬 | 0.00% | +1,997+11.0% | 加碼 |
| Advisor Group Holdings, Inc. | 20,895 | $283.0 萬 | 0.00% | +26+0.1% | 加碼 |
| Private Advisor Group, LLC | 20,944 | $283.5 萬 | 0.01% | +226+1.1% | 加碼 |
| Zions Bancorporation, National Association | 21,550 | $291.7 萬 | 0.19% | −10,731−33.2% | 減碼 |
| Assenagon Asset Management S.A. | 21,852 | $295.0 萬 | 0.00% | +117+0.5% | 加碼 |
| Two Sigma Investments, LP | 21,800 | $295.0 萬 | 0.00% | −54,640−71.5% | 減碼 |
| HighTower Advisors, LLC | 22,121 | $299.4 萬 | 0.00% | −6,307−22.2% | 減碼 |
| JustInvest LLC | 22,123 | $299.4 萬 | 0.03% | +622+2.9% | 加碼 |
| ASR Vermogensbeheer N.V. | 22,213 | $299.9 萬 | 0.04% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 22,756 | $308.0 萬 | 0.09% | −51−0.2% | 減碼 |
| Gold Investment Management Ltd. | 23,088 | $312.4 萬 | 0.97% | +189+0.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 23,606 | $319.5 萬 | 0.00% | −3,446−12.7% | 減碼 |
| Susquehanna Advisors Group, Inc. | 23,900 | $323.5 萬 | 0.15% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 23,971 | $324.4 萬 | 0.06% | −22−0.1% | 減碼 |
| Burkett Asset Management Ltd | 24,533 | $331.6 萬 | 3.27% | +833+3.5% | 加碼 |
| US Bancorp | 24,843 | $336.2 萬 | 0.00% | −17−0.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 25,062 | $339.2 萬 | 0.00% | +3,794+17.8% | 加碼 |
| Natixis | 25,724 | $348.1 萬 | 0.01% | −14,404−35.9% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 26,581 | $358.9 萬 | 1.62% | −70.0% | 減碼 |
| Ensign Peak Advisors, Inc | 26,929 | $363.6 萬 | 0.01% | −3,900−12.7% | 減碼 |
| Erste Asset Management GmbH | 30,300 | $398.0 萬 | 0.04% | +30,300 | 新進 |
| St Germain D J Co Inc | 31,288 | $423.5 萬 | 0.17% | −3,301−9.5% | 減碼 |
| Royal London Asset Management Ltd | 31,325 | $424.0 萬 | 0.01% | −1,894−5.7% | 減碼 |
| Vertex Planning Partners, LLC | 31,959 | $432.5 萬 | 0.84% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 33,600 | $454.7 萬 | 0.06% | 00.0% | 不變 |
| Cumberland Partners Ltd | 34,895 | $471.7 萬 | 0.36% | −6,113−14.9% | 減碼 |
| Commonwealth Equity Services, LLC | 35,745 | $483.8 萬 | 0.01% | −2,025−5.4% | 減碼 |
| Advisory Services Network, LLC | 37,629 | $509.3 萬 | 0.07% | −2,496−6.2% | 減碼 |
| Dana Investment Advisors, Inc. | 40,884 | $553.3 萬 | 0.16% | −9,681−19.1% | 減碼 |
| Andra AP-fonden | 29,400 | $554.0 萬 | 0.07% | +29,400 | 新進 |
| Baird Financial Group, Inc. | 41,181 | $557.3 萬 | 0.01% | +3,542+9.4% | 加碼 |
| Man Group plc | 41,597 | $562.9 萬 | 0.01% | −162,799−79.6% | 減碼 |
| Northwest Bancshares, Inc. | 41,708 | $564.5 萬 | 1.12% | −1,127−2.6% | 減碼 |
| Bessemer Group Inc | 41,906 | $565.7 萬 | 0.01% | +1,415+3.5% | 加碼 |
| Rathbone Brothers plc | 42,154 | $569.2 萬 | 0.02% | +770+1.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 43,209 | $584.8 萬 | 0.11% | +43,209 | 新進 |
| Osmosis Investment Management UK Ltd | 43,356 | $585.0 萬 | 0.16% | −8,632−16.6% | 減碼 |
| PCJ Investment Counsel Ltd. | 43,300 | $586.6 萬 | 1.67% | +1,450+3.5% | 加碼 |
| PEAK6 LLC | 43,616 | $590.3 萬 | 0.17% | +43,616 | 新進 |
| Jane Street Group, LLC | 43,646 | $590.7 萬 | 0.01% | −157,907−78.3% | 減碼 |
| Credit Agricole S A | 45,376 | $614.1 萬 | 0.02% | +32,312+247.3% | 加碼 |
| Allianz Asset Management GmbH | 45,867 | $619.3 萬 | 0.01% | +527+1.2% | 加碼 |
| NBT Bank N A | 46,069 | $623.5 萬 | 0.41% | +44,769+3,443.8% | 加碼 |
| Thrivent Financial for Lutherans | 47,753 | $644.7 萬 | 0.01% | +45,520+2,038.5% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 34,266 | $645.6 萬 | 0.43% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 47,958 | $648.3 萬 | 1.07% | −1,648−3.3% | 減碼 |
| Cetera Investment Advisers | 48,668 | $658.7 萬 | 0.01% | −3,299−6.3% | 減碼 |
| Romano Brothers and Company | 49,563 | $670.8 萬 | 0.76% | −675−1.3% | 減碼 |
| Truist Financial Corp | 50,641 | $685.4 萬 | 0.01% | −14,156−21.8% | 減碼 |
| Public Employees Retirement System of Ohio | 52,594 | $709.9 萬 | 0.02% | −21,089−28.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 52,878 | $715.7 萬 | 0.04% | +243+0.5% | 加碼 |
| Capital Fund Management S.A. | 54,170 | $733.1 萬 | 0.07% | −33,253−38.0% | 減碼 |
| Mariner, LLC | 54,618 | $738.8 萬 | 0.01% | −3,405−5.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 54,623 | $739.6 萬 | 0.17% | +18,382+50.7% | 加碼 |
| Harvest Portfolios Group Inc. | 56,377 | $763.6 萬 | 0.13% | +19,498+52.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 57,104 | $772.8 萬 | 0.04% | −110,701−66.0% | 減碼 |
| M&T Bank Corp | 58,084 | $786.1 萬 | 0.03% | +462+0.8% | 加碼 |
| Ameriprise Financial Inc | 50,792 | $798.2 萬 | 0.00% | +6,107+13.7% | 加碼 |
| Janus Henderson Group PLC | 61,427 | $827.1 萬 | 0.00% | −800−1.3% | 減碼 |
| JCIC Asset Management Inc. | 61,364 | $829.5 萬 | 2.54% | +1,074+1.8% | 加碼 |
| Barometer Capital Management Inc. | 44,500 | $831.7 萬 | 2.85% | +1,455+3.4% | 加碼 |