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 2 季 13F 持有人
Bank of Montreal 在 2026/6/30 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
- 658
- 較 2026 年第 1 季 +30 家
- 持有股數
- 3.35 億
- 較 2026 年第 1 季 +754.0 萬 (+2.3%)
- 總市值
- $600.2 億
- 較 2026 年第 1 季 +$155.6 億 (+35.0%)
- 新進機構
- 93
- 另有 212 家加碼
- 清倉機構
- 63
- 另有 214 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 1,700 | $30.0 萬 | 0.05% | 00.0% | 不變 |
| Pinney & Scofield, Inc. | 1,700 | $30.0 萬 | 0.15% | 00.0% | 不變 |
| RiverFront Investment Group, LLC | 1,700 | $30.0 萬 | 0.00% | +1,700 | 新進 |
| Madison Asset Management, LLC | 1,702 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 1,710 | $30.1 萬 | 0.04% | 00.0% | 不變 |
| PFG Investments, LLC | 1,707 | $30.2 萬 | 0.01% | +97+6.0% | 加碼 |
| Venturi Wealth Management, LLC | 1,714 | $30.3 萬 | 0.01% | +1,714 | 新進 |
| Krane Financial Solutions LLC | 1,738 | $30.7 萬 | 0.19% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,739 | $30.7 萬 | 0.14% | 00.0% | 不變 |
| AlphaCore Capital LLC | 1,763 | $31.2 萬 | 0.01% | +1,763 | 新進 |
| Intrust Bank NA | 1,765 | $31.2 萬 | 0.02% | −1,722−49.4% | 減碼 |
| Fiduciary Financial Group, LLC | 1,767 | $31.2 萬 | 0.04% | −56−3.1% | 減碼 |
| Schmidt P J Investment Management Inc | 1,773 | $31.3 萬 | 0.05% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 1,784 | $31.5 萬 | 0.11% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 1,793 | $31.7 萬 | 0.07% | +1,793 | 新進 |
| Arq Wealth Advisors, LLC | 1,775 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,815 | $32.1 萬 | 0.05% | −54−2.9% | 減碼 |
| Ballentine Partners, LLC | 1,819 | $32.1 萬 | 0.00% | −33−1.8% | 減碼 |
| UBS Asset Management Americas Inc | 1,828 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 1,877 | $33.2 萬 | 0.06% | −75−3.8% | 減碼 |
| Park Avenue Securities LLC | 1,887 | $33.3 萬 | 0.00% | −2,269−54.6% | 減碼 |
| Greenwood Gearhart Inc | 1,912 | $33.8 萬 | 0.02% | +290+17.9% | 加碼 |
| ERn Financial, LLC | 1,971 | $34.8 萬 | 0.06% | +291+17.3% | 加碼 |
| Saxony Capital Management, LLC | 1,975 | $34.9 萬 | 0.16% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 1,977 | $34.9 萬 | 0.00% | +1,977 | 新進 |
| Bridges Investment Management Inc | 2,000 | $35.3 萬 | 0.00% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 2,017 | $35.6 萬 | 0.00% | +18+0.9% | 加碼 |
| Algert Global LLC | 2,022 | $35.7 萬 | 0.00% | −109−5.1% | 減碼 |
| Fifth Third Bancorp | 2,026 | $35.8 萬 | 0.00% | −710−26.0% | 減碼 |
| Frisch Financial Group, Inc. | 2,028 | $35.8 萬 | 0.06% | +2,028 | 新進 |
| OneAscent Family Office, LLC | 2,029 | $35.9 萬 | 0.18% | +414+25.6% | 加碼 |
| Plancorp, LLC | 2,009 | $35.9 萬 | 0.01% | +13+0.7% | 加碼 |
| Donaldson Capital Management, LLC | 2,058 | $36.4 萬 | 0.01% | +2,058 | 新進 |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $36.7 萬 | 0.07% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 2,080 | $36.8 萬 | 0.01% | −148−6.6% | 減碼 |
| SNS Financial Group, LLC | 2,087 | $36.9 萬 | 0.01% | +39+1.9% | 加碼 |
| Hilltop Holdings Inc. | 2,088 | $36.9 萬 | 0.03% | −360−14.7% | 減碼 |
| Seeds Investor LLC | 2,102 | $37.1 萬 | 0.04% | +9+0.4% | 加碼 |
| Income Insurance Ltd | 2,132 | $37.7 萬 | 0.22% | 00.0% | 不變 |
| Swiss Re Ltd | 2,149 | $38.0 萬 | 0.03% | +1,859+641.0% | 加碼 |
| Studio Investment Management LLC | 2,175 | $38.4 萬 | 0.06% | 00.0% | 不變 |
| Fund Advisors of America Inc | 2,185 | $38.6 萬 | 0.35% | 00.0% | 不變 |
| WoodTrust Financial Corp | 2,189 | $38.7 萬 | 0.05% | 00.0% | 不變 |
| Nilsine Partners, LLC | 2,198 | $38.8 萬 | 0.03% | +15+0.7% | 加碼 |
| Sagespring Wealth Partners, LLC | 2,201 | $38.9 萬 | 0.01% | −224−9.2% | 減碼 |
| Atlas Capital Advisors LLC | 2,203 | $38.9 萬 | 0.04% | 00.0% | 不變 |
| Pinebridge Investments LLC | 1,560 | $39.1 萬 | 0.00% | −2,938−65.3% | 減碼 |
| Valeo Financial Advisors, LLC | 2,223 | $39.3 萬 | 0.01% | +6+0.3% | 加碼 |
| Townsend & Associates, Inc | 2,225 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,291 | $40.5 萬 | 0.00% | +1,851+420.7% | 加碼 |
| Park National Corp | 2,325 | $41.1 萬 | 0.01% | 00.0% | 不變 |
| Patten & Patten Inc | 2,328 | $41.1 萬 | 0.02% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 2,352 | $41.6 萬 | 0.02% | +198+9.2% | 加碼 |
| Geneos Wealth Management Inc. | 2,365 | $41.8 萬 | 0.01% | −360−13.2% | 減碼 |
| West Family Investments, Inc. | 2,388 | $42.2 萬 | 0.12% | +205+9.4% | 加碼 |
| Bridgewater Advisors Inc. | 2,359 | $42.4 萬 | 0.02% | +84+3.7% | 加碼 |
| SBI Securities Co., Ltd. | 2,400 | $42.4 萬 | 0.01% | −93−3.7% | 減碼 |
| Ossiam | 2,401 | $42.4 萬 | 0.01% | −3,157−56.8% | 減碼 |
| Savvy Advisors, Inc. | 2,402 | $42.5 萬 | 0.01% | +347+16.9% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 2,409 | $42.6 萬 | 0.01% | −1,203−33.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 2,411 | $42.6 萬 | 0.01% | +10.0% | 加碼 |
| Gill Capital Partners, LLC | 2,412 | $42.6 萬 | 0.11% | 00.0% | 不變 |
| North Star Investment Management Corp. | 2,425 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Larry Mathis Financial Planning, LLC | 2,449 | $43.3 萬 | 0.33% | +2,449 | 新進 |
| Private Advisor Group, LLC | 2,459 | $43.5 萬 | 0.00% | −18,485−88.3% | 減碼 |
| Allworth Financial LP | 2,469 | $43.6 萬 | 0.00% | −25−1.0% | 減碼 |
| Cozad Asset Management Inc | 2,488 | $44.0 萬 | 0.03% | +35+1.4% | 加碼 |
| CVA Family Office, LLC | 2,512 | $44.4 萬 | 0.04% | 00.0% | 不變 |
| Archetype Wealth Partners | 2,557 | $45.2 萬 | 0.05% | 00.0% | 不變 |
| Evelyn Partners Group Ltd | 2,564 | $45.3 萬 | 0.01% | +2,564 | 新進 |
| QRG Capital Management, Inc. | 2,584 | $45.7 萬 | 0.00% | +412+19.0% | 加碼 |
| GAM Holding AG | 2,600 | $45.9 萬 | 0.04% | +2,600 | 新進 |
| Wellington-Altus USA Inc. | 3,056 | $46.1 萬 | 0.33% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 2,635 | $46.6 萬 | 0.26% | −558−17.5% | 減碼 |
| Smith, Moore & Co. | 2,636 | $46.6 萬 | 0.03% | 00.0% | 不變 |
| Fielder Capital Group LLC | 2,640 | $46.7 萬 | 0.10% | 00.0% | 不變 |
| Isthmus Partners, LLC | 2,671 | $47.2 萬 | 0.05% | −220−7.6% | 減碼 |
| Bogart Wealth, LLC | 2,673 | $47.2 萬 | 0.02% | +290+12.2% | 加碼 |
| 49 Wealth Management, LLC | 2,675 | $47.3 萬 | 0.09% | +2,675 | 新進 |
| Alongside, LLC | 2,675 | $47.3 萬 | 0.09% | +2,675 | 新進 |
| NBC Securities, Inc. | 2,708 | $47.9 萬 | 0.03% | −267−9.0% | 減碼 |
| Terry L. Blaker | 2,716 | $48.0 萬 | 0.02% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 2,732 | $48.3 萬 | 0.30% | 00.0% | 不變 |
| Diversified Trust Co | 2,784 | $49.2 萬 | 0.01% | −377−11.9% | 減碼 |
| First Business Financial Services, Inc. | 2,785 | $49.2 萬 | 0.04% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 2,678 | $49.3 萬 | 0.03% | +18+0.7% | 加碼 |
| Ameritas Advisory Services, LLC | 2,842 | $50.2 萬 | 0.01% | +1,063+59.8% | 加碼 |
| Pure Financial Advisors, Inc. | 2,870 | $50.7 萬 | 0.01% | +347+13.8% | 加碼 |
| Ascent Group, LLC | 2,890 | $51.1 萬 | 0.02% | +117+4.2% | 加碼 |
| Modern Wealth Management, LLC | 2,911 | $51.4 萬 | 0.01% | +481+19.8% | 加碼 |
| Five Oceans Advisors | 2,938 | $51.9 萬 | 0.17% | 00.0% | 不變 |
| Fulton Bank, N.A. | 2,952 | $52.2 萬 | 0.02% | −4,347−59.6% | 減碼 |
| DRW Securities, LLC | 2,082 | $52.2 萬 | 0.03% | 00.0% | 不變 |
| Buckingham Strategic Partners | 2,972 | $52.5 萬 | 0.00% | −492−14.2% | 減碼 |
| Code Waechter LLC | 3,025 | $53.5 萬 | 0.28% | −557−15.5% | 減碼 |
| Wedbush Securities Inc | 3,033 | $53.6 萬 | 0.01% | −28−0.9% | 減碼 |
| Summit Global Investments | 3,035 | $53.6 萬 | 0.03% | +3,035 | 新進 |
| Magnus Financial Group LLC | 3,035 | $53.6 萬 | 0.04% | +740+32.2% | 加碼 |
| Chicago Partners Investment Group LLC | 3,043 | $53.7 萬 | 0.01% | +3,043 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,070 | $54.3 萬 | 0.06% | 00.0% | 不變 |