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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 5,401 | $74.0 萬 | 0.03% | +5,401 | 新進 |
| Verdence Capital Advisors LLC | 5,438 | $73.6 萬 | 0.04% | −1,979−26.7% | 減碼 |
| Sand Hill Global Advisors, LLC | 5,411 | $73.2 萬 | 0.02% | +729+15.6% | 加碼 |
| HRT Financial LP | 5,310 | $71.8 萬 | 0.00% | −1,421−21.1% | 減碼 |
| Vaughan & Co Securities, Inc. | 5,248 | $71.0 萬 | 0.37% | −163−3.0% | 減碼 |
| VestGen Advisors, LLC | 4,630 | $70.6 萬 | 0.02% | +287+6.6% | 加碼 |
| Quilter Plc | 3,710 | $69.9 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,134 | $69.5 萬 | 0.00% | −210−3.9% | 減碼 |
| Farther Finance Advisors, LLC | 5,011 | $68.7 萬 | 0.01% | +1,296+34.9% | 加碼 |
| HSBC Holdings PLC | 5,051 | $67.8 萬 | 0.00% | +5,051 | 新進 |
| Legacy Wealth Asset Management, LLC | 5,002 | $67.7 萬 | 0.16% | +5,002 | 新進 |
| Pacifica Partners Inc. | 5,005 | $67.7 萬 | 0.22% | +5,005 | 新進 |
| Baskin Financial Services Inc. | 4,967 | $67.3 萬 | 0.06% | −2,100−29.7% | 減碼 |
| Ignite Planners, LLC | 4,941 | $66.7 萬 | 0.10% | −168−3.3% | 減碼 |
| Ipswich Investment Management Co., Inc. | 4,810 | $65.1 萬 | 0.15% | −675−12.3% | 減碼 |
| RMB Capital Management, LLC | 4,726 | $64.0 萬 | 0.01% | −122−2.5% | 減碼 |
| Sivia Capital Partners, LLC | 4,672 | $63.2 萬 | 0.12% | +2,434+108.8% | 加碼 |
| Midwest Trust Co | 4,632 | $62.7 萬 | 0.01% | −748−13.9% | 減碼 |
| Pensionmark Financial Group, LLC | 4,583 | $62.0 萬 | 0.01% | −252−5.2% | 減碼 |
| Wealth Alliance | 4,575 | $61.9 萬 | 0.06% | −1,850−28.8% | 減碼 |
| MAI Capital Management | 4,560 | $61.7 萬 | 0.00% | −80−1.7% | 減碼 |
| Ellenbecker Investment Group | 4,505 | $61.0 萬 | 0.08% | 00.0% | 不變 |
| Wellington-Altus USA Inc. | 3,056 | $60.6 萬 | 0.36% | −1,409−31.6% | 減碼 |
| First Citizens Bank & Trust Co | 4,464 | $60.4 萬 | 0.01% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 4,453 | $60.3 萬 | 0.39% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 4,390 | $59.4 萬 | 0.01% | −17−0.4% | 減碼 |
| Boltwood Capital Management | 4,375 | $59.2 萬 | 0.15% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 4,360 | $59.0 萬 | 0.08% | 00.0% | 不變 |
| Qtron Investments LLC | 4,354 | $58.8 萬 | 0.08% | +2,547+141.0% | 加碼 |
| Evergreen Capital Management LLC | 4,337 | $58.7 萬 | 0.01% | +225+5.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,286 | $58.0 萬 | 0.02% | +620+16.9% | 加碼 |
| PDS Planning, Inc | 4,251 | $57.5 萬 | 0.04% | −148−3.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 4,238 | $57.4 萬 | 0.01% | +4,238 | 新進 |
| Capstone Investment Advisors, LLC | 4,190 | $56.7 萬 | 0.00% | +4,190 | 新進 |
| XTX Topco Ltd | 4,164 | $56.4 萬 | 0.01% | −26,315−86.3% | 減碼 |
| Versant Capital Management, Inc | 4,163 | $56.3 萬 | 0.06% | +877+26.7% | 加碼 |
| Avant Financial Advisors LLC | 4,160 | $56.3 萬 | 0.40% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 4,156 | $56.2 萬 | 0.01% | +4,156 | 新進 |
| Park Avenue Securities LLC | 4,156 | $56.2 萬 | 0.00% | −717−14.7% | 減碼 |
| Camden Capital, LLC | 4,152 | $56.2 萬 | 0.04% | −48−1.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,125 | $55.8 萬 | 0.01% | +3,227+359.4% | 加碼 |
| PCM Encore, LLC | 4,040 | $54.7 萬 | 0.11% | +333+9.0% | 加碼 |
| Silverlake Wealth Management LLC | 4,020 | $54.4 萬 | 0.11% | +6+0.1% | 加碼 |
| Watershed Private Wealth LLC | 4,000 | $54.1 萬 | 0.17% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 3,984 | $53.9 萬 | 0.08% | −117−2.9% | 減碼 |
| CWM, LLC | 3,970 | $53.7 萬 | 0.00% | −180−4.3% | 減碼 |
| Annex Advisory Services, LLC | 3,925 | $53.1 萬 | 0.01% | +221+6.0% | 加碼 |
| Integrated Wealth Concepts LLC | 3,913 | $53.0 萬 | 0.00% | +3,913 | 新進 |
| Crescent Grove Advisors, LLC | 3,839 | $52.0 萬 | 0.05% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 3,779 | $51.1 萬 | 0.04% | 00.0% | 不變 |
| Davis-Rea Ltd. | 3,725 | $50.3 萬 | 0.13% | −75−2.0% | 減碼 |
| Cary Street Partners Financial LLC | 3,700 | $50.1 萬 | 0.01% | 00.0% | 不變 |
| Twinbeech Capital LP | 3,700 | $50.1 萬 | 0.05% | +699+23.3% | 加碼 |
| Nwam LLC | 3,668 | $49.6 萬 | 0.03% | +2+0.1% | 加碼 |
| Prudential Financial Inc | 4,770 | $48.8 萬 | 0.00% | −4,400−48.0% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 3,612 | $48.8 萬 | 0.02% | −50−1.4% | 減碼 |
| Brighton Jones LLC | 3,600 | $48.7 萬 | 0.01% | +3,600 | 新進 |
| Code Waechter LLC | 3,582 | $48.5 萬 | 0.29% | −904−20.2% | 減碼 |
| Jamison Private Wealth Management, Inc. | 3,558 | $48.2 萬 | 0.06% | 00.0% | 不變 |
| Strategic Investment Advisors | 3,556 | $48.1 萬 | 0.03% | +3,556 | 新進 |
| Vident Advisory, LLC | 3,543 | $48.0 萬 | 0.00% | −181−4.9% | 減碼 |
| Puzo Michael J | 3,500 | $47.4 萬 | 0.14% | 00.0% | 不變 |
| Intrust Bank NA | 3,487 | $47.2 萬 | 0.04% | −14−0.4% | 減碼 |
| Buckingham Strategic Partners | 3,464 | $46.9 萬 | 0.00% | +787+29.4% | 加碼 |
| Commerce Bank | 3,456 | $46.8 萬 | 0.00% | +654+23.3% | 加碼 |
| Brown Brothers Harriman & Co | 3,447 | $46.7 萬 | 0.00% | −88−2.5% | 減碼 |
| Prospera Financial Services Inc | 3,438 | $46.5 萬 | 0.01% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 3,425 | $46.4 萬 | 0.13% | 00.0% | 不變 |
| 111 Capital | 3,288 | $44.5 萬 | 0.11% | +3,288 | 新進 |
| Gateway Wealth Partners, LLC | 3,260 | $44.1 萬 | 0.02% | +3,260 | 新進 |
| Rockland Trust Co | 3,243 | $43.9 萬 | 0.02% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 3,193 | $43.1 萬 | 0.28% | +505+18.8% | 加碼 |
| Diversified Trust Co | 3,161 | $42.8 萬 | 0.01% | +421+15.4% | 加碼 |
| Checchi Capital Advisers, LLC | 3,141 | $42.5 萬 | 0.03% | +88+2.9% | 加碼 |
| International Assets Investment Management, LLC | 406,135 | $42.3 萬 | 0.03% | +406,135 | 新進 |
| Lazard Asset Management LLC | 3,083 | $41.8 萬 | 0.00% | +228+8.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,070 | $41.6 萬 | 0.05% | +8+0.3% | 加碼 |
| Wedbush Securities Inc | 3,061 | $41.4 萬 | 0.01% | −5−0.2% | 減碼 |
| Reuter James Wealth Management, LLC | 3,049 | $41.3 萬 | 0.06% | −1,145−27.3% | 減碼 |
| United Capital Financial Advisers, LLC | 2,999 | $40.6 萬 | 0.00% | +217+7.8% | 加碼 |
| Skopos Labs, Inc. | 2,982 | $40.3 萬 | 0.01% | +2,982 | 新進 |
| NBC Securities, Inc. | 2,975 | $40.3 萬 | 0.03% | −74−2.4% | 減碼 |
| AE Wealth Management LLC | 2,942 | $39.8 萬 | 0.00% | −243−7.6% | 減碼 |
| Five Oceans Advisors | 2,938 | $39.8 萬 | 0.14% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,912 | $39.4 萬 | 0.01% | +153+5.5% | 加碼 |
| Summerhill Capital Management lnc. | 2,907 | $39.3 萬 | 0.34% | +2,907 | 新進 |
| DRW Securities, LLC | 2,082 | $39.2 萬 | 0.02% | +2,082 | 新進 |
| Isthmus Partners, LLC | 2,891 | $39.1 萬 | 0.04% | −200−6.5% | 減碼 |
| First Business Financial Services, Inc. | 2,785 | $37.7 萬 | 0.03% | +323+13.1% | 加碼 |
| Ascent Group, LLC | 2,773 | $37.5 萬 | 0.01% | +379+15.8% | 加碼 |
| Fifth Third Bancorp | 2,736 | $37.0 萬 | 0.00% | −351−11.4% | 減碼 |
| Murphy & Mullick Capital Management Corp | 2,732 | $37.0 萬 | 0.27% | −51−1.8% | 減碼 |
| Geneos Wealth Management Inc. | 2,725 | $36.9 萬 | 0.01% | −400−12.8% | 減碼 |
| Terry L. Blaker | 2,716 | $36.8 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 2,660 | $36.0 萬 | 0.03% | +2,660 | 新進 |
| Fielder Capital Group LLC | 2,640 | $35.7 萬 | 0.08% | 00.0% | 不變 |
| Smith, Moore & Co. | 2,636 | $35.7 萬 | 0.03% | 00.0% | 不變 |
| GeoWealth Management, LLC | 2,603 | $35.2 萬 | 0.01% | +2,603 | 新進 |
| Archetype Wealth Partners | 2,557 | $34.6 萬 | 0.04% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 2,554 | $34.6 萬 | 0.11% | −145−5.4% | 減碼 |