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 |
|---|---|---|---|---|---|
| Numerai GP LLC | 19,832 | $268.4 萬 | 0.27% | +19,832 | 新進 |
| Jones Financial Companies LLLP | 20,247 | $267.0 萬 | 0.00% | +7,208+55.3% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,603 | $265.3 萬 | 0.04% | +111+0.6% | 加碼 |
| Kestra Advisory Services, LLC | 19,562 | $264.8 萬 | 0.01% | −1,185−5.7% | 減碼 |
| UniSuper Management Pty Ltd | 13,900 | $261.9 萬 | 0.02% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 19,346 | $261.8 萬 | 0.06% | +101+0.5% | 加碼 |
| Metis Global Partners, LLC | 19,297 | $260.5 萬 | 0.06% | −2,055−9.6% | 減碼 |
| Davenport & Co LLC | 19,068 | $258.1 萬 | 0.01% | −5,647−22.8% | 減碼 |
| NorthRock Partners, LLC | 18,316 | $247.9 萬 | 0.04% | +1,130+6.6% | 加碼 |
| Ritholtz Wealth Management | 18,095 | $244.9 萬 | 0.04% | +2,542+16.3% | 加碼 |
| Silver Lake Advisory, LLC | 17,606 | $238.3 萬 | 0.95% | −1,252−6.6% | 減碼 |
| Naples Global Advisors, LLC | 17,360 | $234.9 萬 | 0.17% | −420−2.4% | 減碼 |
| First Bank & Trust | 17,295 | $234.1 萬 | 0.38% | +160+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 16,862 | $228.2 萬 | 0.01% | −2,923−14.8% | 減碼 |
| CI Private Wealth, LLC | 16,869 | $226.7 萬 | 0.00% | −5,686−25.2% | 減碼 |
| Vise Technologies, Inc. | 17,151 | $222.6 萬 | 0.04% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 16,041 | $217.1 萬 | 0.00% | +2,137+15.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 15,949 | $215.9 萬 | 0.12% | −12,922−44.8% | 減碼 |
| Trexquant Investment LP | 14,799 | $200.3 萬 | 0.01% | +14,799 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,716 | $199.2 萬 | 0.00% | +2,016+15.9% | 加碼 |
| Brinker Capital Investments, LLC | 14,720 | $199.2 萬 | 0.02% | +74+0.5% | 加碼 |
| Union Bancaire Privee, UBP SA | 14,987 | $197.6 萬 | 0.04% | +125+0.8% | 加碼 |
| Plato Investment Management Ltd | 14,305 | $193.2 萬 | 0.13% | +13,836+2,950.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 13,890 | $188.0 萬 | 0.03% | −2,086−13.1% | 減碼 |
| Curbstone Financial Management Corp | 13,634 | $184.5 萬 | 0.35% | −50−0.4% | 減碼 |
| Colony Group, LLC | 13,513 | $182.9 萬 | 0.00% | +961+7.7% | 加碼 |
| Harbour Investments, Inc. | 13,099 | $177.3 萬 | 0.03% | +6,167+89.0% | 加碼 |
| TD Private Client Wealth LLC | 13,077 | $177.0 萬 | 0.04% | −5,187−28.4% | 減碼 |
| Pathstone Holdings, LLC | 12,928 | $175.0 萬 | 0.01% | −329−2.5% | 減碼 |
| Cigna Investments Inc | 12,529 | $169.2 萬 | 0.26% | −217−1.7% | 減碼 |
| Texas Yale Capital Corp. | 12,213 | $165.3 萬 | 0.05% | −200−1.6% | 減碼 |
| Assetmark, Inc | 11,769 | $159.3 萬 | 0.00% | −2,284−16.3% | 減碼 |
| Keybank National Association | 11,755 | $159.1 萬 | 0.01% | +2,458+26.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 11,470 | $155.2 萬 | 0.25% | −800−6.5% | 減碼 |
| State Street Corp | 11,465 | $155.2 萬 | 0.00% | 00.0% | 不變 |
| Probity Advisors, Inc. | 11,453 | $155.0 萬 | 0.25% | −332−2.8% | 減碼 |
| Magnetar Financial LLC | 11,373 | $153.9 萬 | 0.02% | −18,212−61.6% | 減碼 |
| Signaturefd, LLC | 11,353 | $153.7 萬 | 0.02% | +639+6.0% | 加碼 |
| Turn8 Private Wealth Inc. | 11,215 | $151.4 萬 | 0.95% | +93+0.8% | 加碼 |
| Quadrature Capital Ltd | 11,100 | $149.9 萬 | 0.02% | −496,682−97.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,877 | $147.2 萬 | 0.01% | −2,372−17.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 10,697 | $144.8 萬 | 0.00% | +167+1.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 10,695 | $144.6 萬 | 0.01% | +50+0.5% | 加碼 |
| Morningstar Investment Management LLC | 10,675 | $144.6 萬 | 0.09% | +1,104+11.5% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 10,458 | $141.5 萬 | 0.16% | +2,378+29.4% | 加碼 |
| Smithfield Trust Co | 9,766 | $132.2 萬 | 0.06% | 00.0% | 不變 |
| Blair William & Co | 9,697 | $131.2 萬 | 0.00% | +2,354+32.1% | 加碼 |
| Independent Advisor Alliance | 9,670 | $130.9 萬 | 0.01% | −203−2.1% | 減碼 |
| Atomi Financial Group, Inc. | 9,660 | $130.7 萬 | 0.04% | +1,105+12.9% | 加碼 |
| Atria Investments LLC | 9,545 | $129.2 萬 | 0.01% | −3,859−28.8% | 減碼 |
| HB Wealth Management, LLC | 9,484 | $128.4 萬 | 0.01% | +4,834+104.0% | 加碼 |
| First American Bank | 9,360 | $126.7 萬 | 0.08% | 00.0% | 不變 |
| Berger Financial Group, Inc | 9,350 | $126.5 萬 | 0.07% | 00.0% | 不變 |
| D.A. Davidson & Co. | 9,331 | $126.3 萬 | 0.01% | +1,851+24.7% | 加碼 |
| Abacus Wealth Partners, LLC | 9,202 | $124.5 萬 | 0.11% | +81+0.9% | 加碼 |
| Twin Tree Management, LP | 8,797 | $119.1 萬 | 0.25% | +8,797 | 新進 |
| Resources Management Corp | 8,770 | $118.7 萬 | 0.16% | −625−6.7% | 減碼 |
| Associated Banc-Corp | 8,738 | $118.3 萬 | 0.03% | −150−1.7% | 減碼 |
| Advisors Asset Management, Inc. | 8,631 | $116.8 萬 | 0.02% | +2,218+34.6% | 加碼 |
| State of Wyoming | 8,640 | $116.7 萬 | 0.14% | +8,640 | 新進 |
| Tacita Capital Inc | 8,637 | $116.6 萬 | 0.69% | −19−0.2% | 減碼 |
| Benjamin Edwards Inc | 8,609 | $116.5 萬 | 0.01% | +1,630+23.4% | 加碼 |
| Journey Strategic Wealth LLC | 8,545 | $115.6 萬 | 0.03% | −82−1.0% | 減碼 |
| Louisbourg Investments Inc. | 8,400 | $113.5 萬 | 0.21% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 8,306 | $112.4 萬 | 0.05% | −20.0% | 減碼 |
| North Star Asset Management Inc | 8,099 | $109.6 萬 | 0.05% | 00.0% | 不變 |
| Ieq Capital, LLC | 8,017 | $108.5 萬 | 0.01% | +1,153+16.8% | 加碼 |
| Syon Capital LLC | 7,872 | $106.5 萬 | 0.05% | +77+1.0% | 加碼 |
| Callan Family Office, LLC | 7,808 | $105.7 萬 | 0.02% | −29−0.4% | 減碼 |
| Captrust Financial Advisors | 7,575 | $102.5 萬 | 0.00% | −842−10.0% | 減碼 |
| Jefferies Financial Group Inc. | 7,492 | $101.4 萬 | 0.01% | −472,000−98.4% | 減碼 |
| Simplex Trading, LLC | 7,488 | $101.3 萬 | 0.03% | +7,488 | 新進 |
| Fulton Bank, N.A. | 7,299 | $98.8 萬 | 0.03% | −2,802−27.7% | 減碼 |
| Fountainhead AM, LLC | 7,142 | $96.7 萬 | 0.87% | +7,142 | 新進 |
| Raleigh Capital Management Inc. | 7,094 | $96.0 萬 | 0.33% | −2,074−22.6% | 減碼 |
| Mediolanum International Funds Ltd | 7,177 | $94.5 萬 | 0.01% | +3,413+90.7% | 加碼 |
| Parrish Capital LLC | 6,937 | $93.9 萬 | 0.84% | −44−0.6% | 減碼 |
| Savant Capital, LLC | 6,881 | $93.1 萬 | 0.00% | +1,291+23.1% | 加碼 |
| Squarepoint Ops LLC | 6,878 | $93.1 萬 | 0.00% | −10,478−60.4% | 減碼 |
| Dickmeyer Boyce Financial Management, Inc. | 6,830 | $92.4 萬 | 0.54% | +6,830 | 新進 |
| Glenmede Trust Co NA | 6,810 | $92.2 萬 | 0.00% | +245+3.7% | 加碼 |
| Mercer Global Advisors Inc | 6,785 | $91.8 萬 | 0.00% | −1,031−13.2% | 減碼 |
| Mairs & Power Inc | 6,746 | $91.3 萬 | 0.01% | 00.0% | 不變 |
| Ti-Trust, Inc | 6,692 | $90.6 萬 | 0.54% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 6,680 | $90.4 萬 | 0.06% | +16+0.2% | 加碼 |
| Viewpoint Investment Partners Corp | 6,534 | $89.6 萬 | 0.41% | +6,534 | 新進 |
| Merit Financial Group, LLC | 6,447 | $87.3 萬 | 0.01% | +631+10.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,384 | $86.4 萬 | 0.00% | +461+7.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 6,352 | $86.0 萬 | 0.05% | +271+4.5% | 加碼 |
| Pinebridge Investments LLC | 4,498 | $84.8 萬 | 0.01% | +2,162+92.6% | 加碼 |
| CAPROCK Group, Inc. | 6,149 | $83.2 萬 | 0.02% | +1,328+27.5% | 加碼 |
| Yousif Capital Management, LLC | 6,051 | $81.9 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 6,048 | $81.9 萬 | 0.01% | +5,571+1,167.9% | 加碼 |
| Harbour Trust & Investment Management Co | 5,935 | $80.3 萬 | 0.09% | −20−0.3% | 減碼 |
| Busey Wealth Management | 5,849 | $79.2 萬 | 0.02% | −400−6.4% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,827 | $78.9 萬 | 0.00% | +5,827 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 5,649 | $76.5 萬 | 0.00% | −8,081−58.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,584 | $75.6 萬 | 0.01% | +10.0% | 加碼 |
| Ossiam | 5,558 | $75.0 萬 | 0.01% | −918−14.2% | 減碼 |
| Tradition Wealth Management, LLC | 5,486 | $74.2 萬 | 0.05% | +12+0.2% | 加碼 |