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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,527 | $34.2 萬 | 0.01% | +221+9.6% | 加碼 |
| Bridgewater Advisors Inc. | 2,275 | $34.2 萬 | 0.02% | −594−20.7% | 減碼 |
| Pure Financial Advisors, Inc. | 2,523 | $34.1 萬 | 0.00% | +599+31.1% | 加碼 |
| CVA Family Office, LLC | 2,512 | $34.0 萬 | 0.04% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 2,500 | $33.8 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 2,494 | $33.8 萬 | 0.00% | +213+9.3% | 加碼 |
| SBI Securities Co., Ltd. | 2,493 | $33.7 萬 | 0.01% | −56−2.2% | 減碼 |
| Townsend & Associates, Inc | 2,225 | $33.6 萬 | 0.03% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 2,430 | $33.3 萬 | 0.01% | +682+39.0% | 加碼 |
| Nilsine Partners, LLC | 2,183 | $33.3 萬 | 0.03% | +2,183 | 新進 |
| Cozad Asset Management Inc | 2,453 | $33.2 萬 | 0.03% | −384−13.5% | 減碼 |
| Hilltop Holdings Inc. | 2,448 | $33.1 萬 | 0.03% | +151+6.6% | 加碼 |
| North Star Investment Management Corp. | 2,425 | $32.8 萬 | 0.02% | +8+0.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 2,425 | $32.8 萬 | 0.01% | +297+14.0% | 加碼 |
| Gill Capital Partners, LLC | 2,412 | $32.6 萬 | 0.09% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 2,410 | $32.6 萬 | 0.01% | +289+13.6% | 加碼 |
| Bogart Wealth, LLC | 2,383 | $32.3 萬 | 0.01% | +2+0.1% | 加碼 |
| Brown Advisory Inc | 2,371 | $32.1 萬 | 0.00% | +2,371 | 新進 |
| Kathmere Capital Management, LLC | 2,354 | $31.9 萬 | 0.02% | +349+17.4% | 加碼 |
| Keudell/Morrison Wealth Management | 2,353 | $31.8 萬 | 0.07% | −327−12.2% | 減碼 |
| Westwood Holdings Group Inc. | 2,336 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Patten & Patten Inc | 2,328 | $31.5 萬 | 0.02% | 00.0% | 不變 |
| Park National Corp | 2,325 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| Magnus Financial Group LLC | 2,295 | $31.1 萬 | 0.03% | −47−2.0% | 減碼 |
| Seeds Investor LLC | 2,093 | $31.1 萬 | 0.04% | +449+27.3% | 加碼 |
| Centiva Capital, LP | 2,274 | $30.8 萬 | 0.01% | +2,274 | 新進 |
| Apollon Wealth Management, LLC | 2,232 | $30.2 萬 | 0.00% | +153+7.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 2,228 | $30.2 萬 | 0.01% | −46−2.0% | 減碼 |
| Valeo Financial Advisors, LLC | 2,217 | $30.0 萬 | 0.01% | +55+2.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 2,217 | $30.0 萬 | 0.05% | −117−5.0% | 減碼 |
| Atlas Capital Advisors LLC | 2,203 | $29.8 萬 | 0.03% | −1,441−39.5% | 減碼 |
| WoodTrust Financial Corp | 2,189 | $29.6 萬 | 0.04% | 00.0% | 不變 |
| Fund Advisors of America Inc | 2,185 | $29.6 萬 | 0.30% | 00.0% | 不變 |
| West Family Investments, Inc. | 2,183 | $29.5 萬 | 0.10% | −1,671−43.4% | 減碼 |
| Studio Investment Management LLC | 2,175 | $29.4 萬 | 0.05% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 2,172 | $29.4 萬 | 0.00% | +2,172 | 新進 |
| Fox Run Management, L.L.C. | 2,220 | $29.2 萬 | 0.05% | +2,220 | 新進 |
| Aprio Wealth Management, LLC | 2,154 | $29.2 萬 | 0.02% | −126−5.5% | 減碼 |
| First Affirmative Financial Network | 2,148 | $29.1 萬 | 0.11% | +2,148 | 新進 |
| Stephens Inc | 2,143 | $29.0 萬 | 0.00% | −53−2.4% | 減碼 |
| Plancorp, LLC | 1,996 | $28.8 萬 | 0.01% | +1+0.1% | 加碼 |
| Income Insurance Ltd | 2,132 | $28.8 萬 | 0.20% | 00.0% | 不變 |
| Algert Global LLC | 2,131 | $28.8 萬 | 0.00% | +2,131 | 新進 |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $28.1 萬 | 0.06% | 00.0% | 不變 |
| Evelyn Partners Investment Management LLP | 2,064 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 2,055 | $27.8 萬 | 0.01% | +185+9.9% | 加碼 |
| SNS Financial Group, LLC | 2,048 | $27.7 萬 | 0.02% | +16+0.8% | 加碼 |
| Argent Trust Co | 2,012 | $27.2 萬 | 0.01% | −475−19.1% | 減碼 |
| Bridges Investment Management Inc | 2,000 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 1,999 | $27.1 萬 | 0.00% | +1,999 | 新進 |
| Stratos Wealth Partners, LTD. | 1,985 | $26.9 萬 | 0.00% | −976−33.0% | 減碼 |
| Saxony Capital Management, LLC | 1,975 | $26.7 萬 | 0.16% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 1,975 | $26.7 萬 | 0.00% | +385+24.2% | 加碼 |
| Old National Bancorp | 1,953 | $26.4 萬 | 0.00% | −589−23.2% | 減碼 |
| MSH Capital Advisors LLC | 1,952 | $26.4 萬 | 0.06% | +27+1.4% | 加碼 |
| Landaas & Co | 1,918 | $26.0 萬 | 0.06% | 00.0% | 不變 |
| GWM Advisors LLC | 1,884 | $25.5 萬 | 0.00% | −756−28.6% | 減碼 |
| Hexagon Capital Partners LLC | 1,869 | $25.3 萬 | 0.04% | +1,869 | 新進 |
| Ballentine Partners, LLC | 1,852 | $25.1 萬 | 0.00% | +47+2.6% | 加碼 |
| Lantz Financial LLC | 1,844 | $25.0 萬 | 0.05% | −397−17.7% | 減碼 |
| UBS Asset Management Americas Inc | 1,828 | $24.7 萬 | 0.00% | +1,544+543.7% | 加碼 |
| AlphaGrep UK Ltd | 1,824 | $24.7 萬 | 0.07% | +1,824 | 新進 |
| Fiduciary Financial Group, LLC | 1,823 | $24.7 萬 | 0.03% | +200+12.3% | 加碼 |
| Measured Wealth Private Client Group, LLC | 1,808 | $24.5 萬 | 0.07% | −21−1.1% | 減碼 |
| Buckhead Capital Management LLC | 1,784 | $24.1 萬 | 0.09% | −70−3.8% | 減碼 |
| Ameritas Advisory Services, LLC | 1,779 | $24.1 萬 | 0.01% | −22−1.2% | 減碼 |
| Arq Wealth Advisors, LLC | 1,775 | $24.0 萬 | 0.04% | +1,775 | 新進 |
| Arkadios Wealth Advisors | 1,775 | $24.0 萬 | 0.00% | +94+5.6% | 加碼 |
| Schmidt P J Investment Management Inc | 1,773 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 1,774 | $24.0 萬 | 0.00% | +229+14.8% | 加碼 |
| Cromwell Holdings LLC | 1,739 | $23.5 萬 | 0.13% | 00.0% | 不變 |
| Krane Financial Solutions LLC | 1,738 | $23.5 萬 | 0.16% | +1,738 | 新進 |
| Affinity Capital Advisors, LLC | 1,710 | $23.1 萬 | 0.03% | +91+5.6% | 加碼 |
| Beto Financial Group, LLC | 1,514 | $23.1 萬 | 0.14% | 00.0% | 不變 |
| Madison Asset Management, LLC | 1,702 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| Oslo Pensjonsforsikring AS | 1,700 | $23.0 萬 | 0.04% | +1,700 | 新進 |
| Independent Financial Group, LLC | 1,690 | $22.9 萬 | 0.01% | −1−0.1% | 減碼 |
| ERn Financial, LLC | 1,680 | $22.7 萬 | 0.04% | 00.0% | 不變 |
| Brookstone Capital Management | 1,672 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,665 | $22.5 萬 | 0.03% | −489−22.7% | 減碼 |
| GAMMA Investing LLC | 1,647 | $22.3 萬 | 0.01% | +43+2.7% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,623 | $22.0 萬 | 0.04% | +1,400+627.8% | 加碼 |
| Greenwood Gearhart Inc | 1,622 | $22.0 萬 | 0.01% | +1,622 | 新進 |
| Altfest L J & Co Inc | 1,620 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| OneAscent Family Office, LLC | 1,615 | $21.9 萬 | 0.15% | −57−3.4% | 減碼 |
| PFG Investments, LLC | 1,610 | $21.8 萬 | 0.01% | −78−4.6% | 減碼 |
| Ironwood Investment Counsel, LLC | 1,605 | $21.7 萬 | 0.03% | 00.0% | 不變 |
| PDT Partners, LLC | 1,600 | $21.7 萬 | 0.01% | +1,600 | 新進 |
| Trust Investment Advisors | 1,589 | $21.5 萬 | 0.13% | +10+0.6% | 加碼 |
| RSM US Wealth Management LLC | 1,580 | $21.4 萬 | 0.00% | −214−11.9% | 減碼 |
| FORM Wealth Advisors, LLC | 1,527 | $20.7 萬 | 0.02% | −24−1.5% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 1,523 | $20.6 萬 | 0.14% | +1,523 | 新進 |
| Greykasell Wealth Strategies, Inc. | 1,521 | $20.6 萬 | 0.08% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,501 | $20.3 萬 | 0.00% | +1,501 | 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 |
| SEI Investments Co | 1,494 | $20.2 萬 | 0.00% | +1,494 | 新進 |