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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 3,097 | $54.7 萬 | 0.03% | −44−1.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,145 | $55.6 萬 | 0.02% | −1,141−26.6% | 減碼 |
| Prospera Financial Services Inc | 3,168 | $56.0 萬 | 0.01% | −270−7.9% | 減碼 |
| Apollon Wealth Management, LLC | 3,172 | $56.0 萬 | 0.01% | +940+42.1% | 加碼 |
| Kathmere Capital Management, LLC | 3,201 | $56.6 萬 | 0.03% | +847+36.0% | 加碼 |
| Rockland Trust Co | 3,243 | $57.3 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 3,310 | $58.5 萬 | 0.00% | −8,459−71.9% | 減碼 |
| United Capital Financial Advisers, LLC | 3,325 | $58.8 萬 | 0.00% | +326+10.9% | 加碼 |
| Group One Trading, L.P. | 3,371 | $59.6 萬 | 0.02% | +3,371 | 新進 |
| Pensionmark Financial Group, LLC | 4,408 | $59.7 萬 | 0.01% | −175−3.8% | 減碼 |
| Old National Bancorp | 3,380 | $59.7 萬 | 0.01% | +1,427+73.1% | 加碼 |
| Integrated Wealth Concepts LLC | 3,408 | $60.2 萬 | 0.00% | −505−12.9% | 減碼 |
| David R. Rahn & Associates Inc. | 3,425 | $60.5 萬 | 0.14% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,447 | $60.9 萬 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 3,448 | $60.9 萬 | 0.02% | +845+32.5% | 加碼 |
| Puzo Michael J | 3,500 | $61.8 萬 | 0.16% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 3,590 | $63.4 萬 | 0.07% | +32+0.9% | 加碼 |
| Nwam LLC | 3,670 | $64.8 萬 | 0.03% | +2+0.1% | 加碼 |
| Commerce Bank | 3,698 | $65.3 萬 | 0.00% | +242+7.0% | 加碼 |
| Cary Street Partners Financial LLC | 3,700 | $65.4 萬 | 0.01% | 00.0% | 不變 |
| Drake & Associates, LLC | 3,716 | $65.7 萬 | 0.11% | +3,716 | 新進 |
| Vident Advisory, LLC | 3,741 | $66.1 萬 | 0.00% | +198+5.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,772 | $66.7 萬 | 0.08% | −212−5.3% | 減碼 |
| KLCM Advisors, Inc. | 3,779 | $66.8 萬 | 0.05% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,814 | $67.4 萬 | 0.01% | +902+31.0% | 加碼 |
| Annex Advisory Services, LLC | 3,836 | $67.8 萬 | 0.01% | −89−2.3% | 減碼 |
| Crescent Grove Advisors, LLC | 3,839 | $67.8 萬 | 0.06% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 3,875 | $68.5 萬 | 0.13% | −145−3.6% | 減碼 |
| Oppenheimer & Co Inc | 3,890 | $68.7 萬 | 0.01% | −266−6.4% | 減碼 |
| Camden Capital, LLC | 3,936 | $69.5 萬 | 0.03% | −216−5.2% | 減碼 |
| Watershed Private Wealth LLC | 4,000 | $70.7 萬 | 0.20% | 00.0% | 不變 |
| PCM Encore, LLC | 4,136 | $73.1 萬 | 0.13% | +96+2.4% | 加碼 |
| Avant Financial Advisors LLC | 4,160 | $73.5 萬 | 0.46% | 00.0% | 不變 |
| Brighton Jones LLC | 4,167 | $73.6 萬 | 0.01% | +567+15.8% | 加碼 |
| Evergreen Capital Management LLC | 4,190 | $74.0 萬 | 0.01% | −147−3.4% | 減碼 |
| Pacifica Partners Inc. | 4,275 | $74.3 萬 | 0.22% | −730−14.6% | 減碼 |
| IFG Advisory, LLC | 4,217 | $74.5 萬 | 0.03% | +3,767+837.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,238 | $74.9 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 4,241 | $74.9 萬 | 0.07% | +78+1.9% | 加碼 |
| PDS Planning, Inc | 4,284 | $75.7 萬 | 0.04% | +33+0.8% | 加碼 |
| Biltmore Family Office, LLC | 4,360 | $77.0 萬 | 0.10% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 4,400 | $77.7 萬 | 0.05% | +4,400 | 新進 |
| Boltwood Capital Management | 4,400 | $77.7 萬 | 0.18% | +25+0.6% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 4,453 | $78.7 萬 | 0.45% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 4,512 | $79.7 萬 | 0.01% | +122+2.8% | 加碼 |
| Ellenbecker Investment Group | 4,548 | $80.4 萬 | 0.09% | +43+1.0% | 加碼 |
| Midwest Trust Co | 4,607 | $81.4 萬 | 0.01% | −25−0.5% | 減碼 |
| Landaas & Co | 4,639 | $82.0 萬 | 0.15% | +2,721+141.9% | 加碼 |
| Sivia Capital Partners, LLC | 4,672 | $82.6 萬 | 0.10% | 00.0% | 不變 |
| VestGen Advisors, LLC | 4,762 | $84.1 萬 | 0.02% | +132+2.9% | 加碼 |
| Prudential Financial Inc | 4,770 | $84.3 萬 | 0.00% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 4,790 | $84.6 萬 | 0.00% | −6,087−56.0% | 減碼 |
| Ipswich Investment Management Co., Inc. | 4,810 | $85.0 萬 | 0.18% | 00.0% | 不變 |
| Ignite Planners, LLC | 4,838 | $85.5 萬 | 0.12% | −103−2.1% | 減碼 |
| RMB Capital Management, LLC | 4,841 | $85.5 萬 | 0.01% | +115+2.4% | 加碼 |
| Benjamin Edwards Inc | 4,868 | $86.0 萬 | 0.01% | −3,741−43.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,958 | $87.6 萬 | 0.19% | −44−0.9% | 減碼 |
| Baskin Financial Services Inc. | 4,967 | $87.7 萬 | 0.07% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 4,987 | $88.1 萬 | 0.01% | +2,651+113.5% | 加碼 |
| Vaughan & Co Securities, Inc. | 4,990 | $88.2 萬 | 0.41% | −258−4.9% | 減碼 |
| Tradition Wealth Management, LLC | 5,031 | $88.9 萬 | 0.05% | −455−8.3% | 減碼 |
| Qtron Investments LLC | 5,062 | $89.4 萬 | 0.12% | +708+16.3% | 加碼 |
| Fountainhead AM, LLC | 5,163 | $91.2 萬 | 0.68% | −1,979−27.7% | 減碼 |
| HSBC Holdings PLC | 5,188 | $91.5 萬 | 0.00% | +137+2.7% | 加碼 |
| Quilter Plc | 3,710 | $93.0 萬 | 0.01% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 5,265 | $93.0 萬 | 0.01% | +5,265 | 新進 |
| Nicolet Bankshares Inc | 5,366 | $94.5 萬 | 0.03% | −35−0.6% | 減碼 |
| Sand Hill Global Advisors, LLC | 5,411 | $95.6 萬 | 0.03% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 5,469 | $96.6 萬 | 0.02% | −115−2.1% | 減碼 |
| Busey Wealth Management | 5,600 | $99.0 萬 | 0.02% | −249−4.3% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,671 | $100.2 萬 | 0.00% | −156−2.7% | 減碼 |
| Farther Finance Advisors, LLC | 5,712 | $100.9 萬 | 0.01% | +701+14.0% | 加碼 |
| MAI Capital Management | 5,715 | $101.0 萬 | 0.00% | +1,155+25.3% | 加碼 |
| Harbour Trust & Investment Management Co | 5,855 | $103.5 萬 | 0.10% | −80−1.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,907 | $104.4 萬 | 0.05% | −445−7.0% | 減碼 |
| Captrust Financial Advisors | 5,962 | $105.3 萬 | 0.00% | −1,613−21.3% | 減碼 |
| CAPROCK Group, Inc. | 6,088 | $107.6 萬 | 0.02% | −61−1.0% | 減碼 |
| Parrish Capital LLC | 6,121 | $108.2 萬 | 1.04% | −816−11.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 6,301 | $111.3 萬 | 0.01% | +1,167+22.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,436 | $113.7 萬 | 0.01% | +52+0.8% | 加碼 |
| Viewpoint Investment Partners Corp | 6,534 | $114.9 萬 | 0.40% | 00.0% | 不變 |
| Dickmeyer Boyce Financial Management, Inc. | 6,625 | $117.1 萬 | 0.61% | −205−3.0% | 減碼 |
| Merit Financial Group, LLC | 6,648 | $117.5 萬 | 0.01% | +201+3.1% | 加碼 |
| Ti-Trust, Inc | 6,692 | $118.2 萬 | 0.64% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 6,702 | $118.4 萬 | 0.07% | +22+0.3% | 加碼 |
| Mairs & Power Inc | 6,746 | $119.2 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Trust Co NA | 7,061 | $124.8 萬 | 0.01% | +251+3.7% | 加碼 |
| Mercer Global Advisors Inc | 7,238 | $127.9 萬 | 0.00% | +453+6.7% | 加碼 |
| Savant Capital, LLC | 7,333 | $129.8 萬 | 0.00% | +452+6.6% | 加碼 |
| Blair William & Co | 7,414 | $131.0 萬 | 0.00% | −2,283−23.5% | 減碼 |
| D.A. Davidson & Co. | 7,448 | $131.6 萬 | 0.01% | −1,883−20.2% | 減碼 |
| Jefferies Financial Group Inc. | 7,492 | $132.4 萬 | 0.01% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 7,549 | $133.4 萬 | 0.01% | +7,549 | 新進 |
| State of Wyoming | 7,660 | $135.3 萬 | 0.14% | −980−11.3% | 減碼 |
| Callan Family Office, LLC | 7,810 | $138.0 萬 | 0.03% | +20.0% | 加碼 |
| Syon Capital LLC | 8,098 | $143.1 萬 | 0.06% | +226+2.9% | 加碼 |
| North Star Asset Management Inc | 8,099 | $143.1 萬 | 0.06% | 00.0% | 不變 |
| MML Investors Services, LLC | 8,117 | $143.4 萬 | 0.00% | −11,783−59.2% | 減碼 |
| Morningstar Investment Management LLC | 10,675 | $144.6 萬 | 0.09% | 00.0% | 不變 |
| Louisbourg Investments Inc. | 8,422 | $148.6 萬 | 0.27% | +22+0.3% | 加碼 |