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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 8,568 | $151.4 萬 | 0.03% | −10,729−55.6% | 減碼 |
| Tacita Capital Inc | 8,605 | $151.8 萬 | 0.82% | −32−0.4% | 減碼 |
| Abacus Wealth Partners, LLC | 8,621 | $152.3 萬 | 0.16% | −581−6.3% | 減碼 |
| Ieq Capital, LLC | 8,624 | $152.4 萬 | 0.01% | +607+7.6% | 加碼 |
| Janney Montgomery Scott LLC | 8,644 | $152.7 萬 | 0.00% | −8,218−48.7% | 減碼 |
| Associated Banc-Corp | 8,715 | $154.0 萬 | 0.04% | −23−0.3% | 減碼 |
| Resources Management Corp | 8,770 | $155.0 萬 | 0.20% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 8,842 | $156.2 萬 | 0.06% | +536+6.5% | 加碼 |
| Independent Advisor Alliance | 9,265 | $163.7 萬 | 0.04% | −405−4.2% | 減碼 |
| First American Bank | 9,297 | $164.3 萬 | 0.09% | −63−0.7% | 減碼 |
| Berger Financial Group, Inc | 9,393 | $166.0 萬 | 0.08% | +43+0.5% | 加碼 |
| Smithfield Trust Co | 9,766 | $172.7 萬 | 0.07% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 9,864 | $174.3 萬 | 0.03% | +1,233+14.3% | 加碼 |
| Atomi Financial Group, Inc. | 10,317 | $182.3 萬 | 0.05% | +657+6.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,732 | $189.6 萬 | 0.00% | +35+0.3% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 10,791 | $190.7 萬 | 0.19% | +333+3.2% | 加碼 |
| Probity Advisors, Inc. | 11,095 | $196.0 萬 | 0.28% | −358−3.1% | 減碼 |
| Turn8 Private Wealth Inc. | 11,300 | $199.3 萬 | 1.33% | +85+0.8% | 加碼 |
| State Street Corp | 11,465 | $202.6 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 11,824 | $208.9 萬 | 0.03% | −2,066−14.9% | 減碼 |
| Texas Yale Capital Corp. | 12,213 | $215.8 萬 | 0.05% | 00.0% | 不變 |
| Natixis | 12,497 | $220.8 萬 | 0.01% | −13,227−51.4% | 減碼 |
| Cigna Investments Inc | 12,663 | $223.7 萬 | 0.29% | +134+1.1% | 加碼 |
| Keybank National Association | 12,830 | $226.7 萬 | 0.01% | +1,075+9.1% | 加碼 |
| HB Wealth Management, LLC | 12,873 | $227.5 萬 | 0.01% | +3,389+35.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,921 | $228.3 萬 | 0.06% | +8,796+213.2% | 加碼 |
| Signaturefd, LLC | 12,930 | $228.5 萬 | 0.03% | +1,577+13.9% | 加碼 |
| Curbstone Financial Management Corp | 12,984 | $229.4 萬 | 0.39% | −650−4.8% | 減碼 |
| Pathstone Holdings, LLC | 13,066 | $230.9 萬 | 0.01% | +138+1.1% | 加碼 |
| Harbour Investments, Inc. | 13,329 | $235.5 萬 | 0.03% | +230+1.8% | 加碼 |
| Brinker Capital Investments, LLC | 13,824 | $244.3 萬 | 0.02% | −896−6.1% | 減碼 |
| Truist Financial Corp | 14,067 | $248.6 萬 | 0.00% | −36,574−72.2% | 減碼 |
| First Bank & Trust | 14,338 | $253.4 萬 | 0.37% | −2,957−17.1% | 減碼 |
| Colony Group, LLC | 14,446 | $255.3 萬 | 0.00% | +933+6.9% | 加碼 |
| Mediolanum International Funds Ltd | 14,595 | $256.9 萬 | 0.02% | +7,418+103.4% | 加碼 |
| Union Bancaire Privee, UBP SA | 15,101 | $264.4 萬 | 0.04% | +114+0.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 15,464 | $273.2 萬 | 0.00% | −54,806−78.0% | 減碼 |
| Entropy Technologies, LP | 15,576 | $275.2 萬 | 0.11% | +15,576 | 新進 |
| The PNC Financial Services Group, Inc. | 15,749 | $278.3 萬 | 0.00% | −7,857−33.3% | 減碼 |
| Rockefeller Capital Management L.P. | 17,209 | $304.1 萬 | 0.00% | +1,168+7.3% | 加碼 |
| Naples Global Advisors, LLC | 17,310 | $305.9 萬 | 0.19% | −50−0.3% | 減碼 |
| Silver Lake Advisory, LLC | 17,444 | $308.2 萬 | 1.10% | −162−0.9% | 減碼 |
| NorthRock Partners, LLC | 18,316 | $323.6 萬 | 0.05% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 18,941 | $334.3 萬 | 0.01% | +8,246+77.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,189 | $338.6 萬 | 0.00% | +4,473+30.4% | 加碼 |
| Ritholtz Wealth Management | 19,427 | $343.3 萬 | 0.05% | +1,332+7.4% | 加碼 |
| Kestra Advisory Services, LLC | 19,637 | $347.0 萬 | 0.01% | +75+0.4% | 加碼 |
| CI Private Wealth, LLC | 20,093 | $355.1 萬 | 0.00% | +3,224+19.1% | 加碼 |
| Cerity Partners LLC | 20,532 | $362.8 萬 | 0.00% | +456+2.3% | 加碼 |
| Laird Norton Trust Company, LLC | 21,292 | $376.2 萬 | 0.07% | +1,946+10.1% | 加碼 |
| Burkett Asset Management Ltd | 21,430 | $378.0 萬 | 3.53% | −3,103−12.6% | 減碼 |
| Assenagon Asset Management S.A. | 21,816 | $385.5 萬 | 0.01% | −36−0.2% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 22,055 | $389.7 萬 | 0.05% | +2,452+12.5% | 加碼 |
| HighTower Advisors, LLC | 22,179 | $391.9 萬 | 0.00% | +58+0.3% | 加碼 |
| ASR Vermogensbeheer N.V. | 22,522 | $397.9 萬 | 0.04% | +309+1.4% | 加碼 |
| Advisor Group Holdings, Inc. | 22,646 | $400.5 萬 | 0.00% | +1,751+8.4% | 加碼 |
| Quadrant Capital Group LLC | 22,781 | $402.5 萬 | 0.11% | +25+0.1% | 加碼 |
| Osmosis Investment Management UK Ltd | 22,907 | $404.7 萬 | 0.19% | −20,449−47.2% | 減碼 |
| Gold Investment Management Ltd. | 23,260 | $410.9 萬 | 1.12% | +172+0.7% | 加碼 |
| HRT Financial LP | 23,415 | $413.7 萬 | 0.01% | +18,105+341.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 24,280 | $429.0 萬 | 0.09% | +309+1.3% | 加碼 |
| Quantbot Technologies LP | 24,489 | $432.7 萬 | 0.17% | +24,489 | 新進 |
| US Bancorp | 25,191 | $445.1 萬 | 0.00% | +348+1.4% | 加碼 |
| JustInvest LLC | 25,214 | $445.5 萬 | 0.04% | +3,091+14.0% | 加碼 |
| Capital World Investors | 26,072 | $460.8 萬 | 0.00% | +26,072 | 新進 |
| Susquehanna International Group, LLP | 26,266 | $464.1 萬 | 0.00% | +26,266 | 新進 |
| Plato Investment Management Ltd | 26,449 | $464.6 萬 | 0.27% | +12,144+84.9% | 加碼 |
| UniSuper Management Pty Ltd | 18,534 | $464.6 萬 | 0.02% | +4,634+33.3% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 26,524 | $468.6 萬 | 2.45% | −57−0.2% | 減碼 |
| Royal London Asset Management Ltd | 26,537 | $468.9 萬 | 0.01% | −4,788−15.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 26,886 | $475.1 萬 | 0.00% | +1,824+7.3% | 加碼 |
| Ensign Peak Advisors, Inc | 26,929 | $475.8 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 27,281 | $482.1 萬 | 0.06% | +27,281 | 新進 |
| Vertex Planning Partners, LLC | 27,959 | $494.0 萬 | 0.73% | −4,000−12.5% | 減碼 |
| Jones Financial Companies LLLP | 29,045 | $508.7 萬 | 0.00% | +8,798+43.5% | 加碼 |
| St Germain D J Co Inc | 29,917 | $528.6 萬 | 0.19% | −1,371−4.4% | 減碼 |
| Pinnacle Associates Ltd | 32,000 | $565.4 萬 | 0.06% | −1,600−4.8% | 減碼 |
| Allianz Asset Management GmbH | 32,577 | $575.6 萬 | 0.01% | −13,290−29.0% | 減碼 |
| Cetera Investment Advisers | 33,551 | $592.8 萬 | 0.01% | −15,117−31.1% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 25,229 | $607.3 萬 | 0.12% | +25,229 | 新進 |
| Manning & Napier Advisors LLC | 34,938 | $617.4 萬 | 0.08% | +34,938 | 新進 |
| Commonwealth Equity Services, LLC | 35,123 | $620.6 萬 | 0.01% | −622−1.7% | 減碼 |
| Citadel Advisors LLC | 35,484 | $627.0 萬 | 0.00% | −35,681−50.1% | 減碼 |
| Advisory Services Network, LLC | 36,982 | $653.5 萬 | 0.07% | −647−1.7% | 減碼 |
| Cumberland Partners Ltd | 38,479 | $679.0 萬 | 0.44% | +3,584+10.3% | 加碼 |
| Northwest Bancshares, Inc. | 39,021 | $689.5 萬 | 1.24% | −2,687−6.4% | 減碼 |
| Dana Investment Advisors, Inc. | 39,034 | $689.7 萬 | 0.18% | −1,850−4.5% | 減碼 |
| Rathbone Brothers plc | 41,636 | $735.6 萬 | 0.03% | −518−1.2% | 減碼 |
| Van Eck Associates Corp | 42,505 | $750.5 萬 | 0.00% | −785,678−94.9% | 減碼 |
| J. Safra Sarasin Holding AG | 42,938 | $751.2 萬 | 0.11% | +41,164+2,320.4% | 加碼 |
| Baird Financial Group, Inc. | 43,080 | $761.2 萬 | 0.01% | +1,899+4.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 44,397 | $794.5 萬 | 0.01% | +3,962+9.8% | 加碼 |
| Capital Fund Management S.A. | 45,113 | $797.1 萬 | 0.06% | −9,057−16.7% | 減碼 |
| NBT Bank N A | 46,083 | $814.3 萬 | 0.54% | +140.0% | 加碼 |
| K.J. Harrison & Partners Inc | 46,708 | $823.9 萬 | 1.17% | −1,250−2.6% | 減碼 |
| PCJ Investment Counsel Ltd. | 46,780 | $824.9 萬 | 2.37% | +3,480+8.0% | 加碼 |
| JCIC Asset Management Inc. | 61,364 | $829.5 萬 | 2.54% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 47,028 | $830.9 萬 | 0.01% | −725−1.5% | 減碼 |
| Ameriprise Financial Inc | 41,854 | $832.2 萬 | 0.00% | −8,938−17.6% | 減碼 |
| Federated Hermes, Inc. | 48,739 | $861.2 萬 | 0.01% | −555,813−91.9% | 減碼 |