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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 22,781 | $402.5 萬 | 0.11% | +25+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 22,646 | $400.5 萬 | 0.00% | +1,751+8.4% | 加碼 |
| ASR Vermogensbeheer N.V. | 22,522 | $397.9 萬 | 0.04% | +309+1.4% | 加碼 |
| HighTower Advisors, LLC | 22,179 | $391.9 萬 | 0.00% | +58+0.3% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 22,055 | $389.7 萬 | 0.05% | +2,452+12.5% | 加碼 |
| Assenagon Asset Management S.A. | 21,816 | $385.5 萬 | 0.01% | −36−0.2% | 減碼 |
| Burkett Asset Management Ltd | 21,430 | $378.0 萬 | 3.53% | −3,103−12.6% | 減碼 |
| Laird Norton Trust Company, LLC | 21,292 | $376.2 萬 | 0.07% | +1,946+10.1% | 加碼 |
| Cerity Partners LLC | 20,532 | $362.8 萬 | 0.00% | +456+2.3% | 加碼 |
| CI Private Wealth, LLC | 20,093 | $355.1 萬 | 0.00% | +3,224+19.1% | 加碼 |
| Kestra Advisory Services, LLC | 19,637 | $347.0 萬 | 0.01% | +75+0.4% | 加碼 |
| Ritholtz Wealth Management | 19,427 | $343.3 萬 | 0.05% | +1,332+7.4% | 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 |
| Worldquant Millennium Advisors LLC | 18,941 | $334.3 萬 | 0.01% | +8,246+77.1% | 加碼 |
| NorthRock Partners, LLC | 18,316 | $323.6 萬 | 0.05% | 00.0% | 不變 |
| Silver Lake Advisory, LLC | 17,444 | $308.2 萬 | 1.10% | −162−0.9% | 減碼 |
| Naples Global Advisors, LLC | 17,310 | $305.9 萬 | 0.19% | −50−0.3% | 減碼 |
| Rockefeller Capital Management L.P. | 17,209 | $304.1 萬 | 0.00% | +1,168+7.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,749 | $278.3 萬 | 0.00% | −7,857−33.3% | 減碼 |
| Entropy Technologies, LP | 15,576 | $275.2 萬 | 0.11% | +15,576 | 新進 |
| BNP Paribas Arbitrage, SA | 15,464 | $273.2 萬 | 0.00% | −54,806−78.0% | 減碼 |
| Union Bancaire Privee, UBP SA | 15,101 | $264.4 萬 | 0.04% | +114+0.8% | 加碼 |
| Mediolanum International Funds Ltd | 14,595 | $256.9 萬 | 0.02% | +7,418+103.4% | 加碼 |
| Colony Group, LLC | 14,446 | $255.3 萬 | 0.00% | +933+6.9% | 加碼 |
| First Bank & Trust | 14,338 | $253.4 萬 | 0.37% | −2,957−17.1% | 減碼 |
| Truist Financial Corp | 14,067 | $248.6 萬 | 0.00% | −36,574−72.2% | 減碼 |
| Brinker Capital Investments, LLC | 13,824 | $244.3 萬 | 0.02% | −896−6.1% | 減碼 |
| Harbour Investments, Inc. | 13,329 | $235.5 萬 | 0.03% | +230+1.8% | 加碼 |
| Pathstone Holdings, LLC | 13,066 | $230.9 萬 | 0.01% | +138+1.1% | 加碼 |
| Curbstone Financial Management Corp | 12,984 | $229.4 萬 | 0.39% | −650−4.8% | 減碼 |
| Signaturefd, LLC | 12,930 | $228.5 萬 | 0.03% | +1,577+13.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,921 | $228.3 萬 | 0.06% | +8,796+213.2% | 加碼 |
| HB Wealth Management, LLC | 12,873 | $227.5 萬 | 0.01% | +3,389+35.7% | 加碼 |
| Keybank National Association | 12,830 | $226.7 萬 | 0.01% | +1,075+9.1% | 加碼 |
| Cigna Investments Inc | 12,663 | $223.7 萬 | 0.29% | +134+1.1% | 加碼 |
| Natixis | 12,497 | $220.8 萬 | 0.01% | −13,227−51.4% | 減碼 |
| Texas Yale Capital Corp. | 12,213 | $215.8 萬 | 0.05% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 11,824 | $208.9 萬 | 0.03% | −2,066−14.9% | 減碼 |
| State Street Corp | 11,465 | $202.6 萬 | 0.00% | 00.0% | 不變 |
| Turn8 Private Wealth Inc. | 11,300 | $199.3 萬 | 1.33% | +85+0.8% | 加碼 |
| Probity Advisors, Inc. | 11,095 | $196.0 萬 | 0.28% | −358−3.1% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 10,791 | $190.7 萬 | 0.19% | +333+3.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,732 | $189.6 萬 | 0.00% | +35+0.3% | 加碼 |
| Atomi Financial Group, Inc. | 10,317 | $182.3 萬 | 0.05% | +657+6.8% | 加碼 |
| Advisors Asset Management, Inc. | 9,864 | $174.3 萬 | 0.03% | +1,233+14.3% | 加碼 |
| Smithfield Trust Co | 9,766 | $172.7 萬 | 0.07% | 00.0% | 不變 |
| Berger Financial Group, Inc | 9,393 | $166.0 萬 | 0.08% | +43+0.5% | 加碼 |
| First American Bank | 9,297 | $164.3 萬 | 0.09% | −63−0.7% | 減碼 |
| Independent Advisor Alliance | 9,265 | $163.7 萬 | 0.04% | −405−4.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 8,842 | $156.2 萬 | 0.06% | +536+6.5% | 加碼 |
| Resources Management Corp | 8,770 | $155.0 萬 | 0.20% | 00.0% | 不變 |
| Associated Banc-Corp | 8,715 | $154.0 萬 | 0.04% | −23−0.3% | 減碼 |
| Janney Montgomery Scott LLC | 8,644 | $152.7 萬 | 0.00% | −8,218−48.7% | 減碼 |
| Ieq Capital, LLC | 8,624 | $152.4 萬 | 0.01% | +607+7.6% | 加碼 |
| Abacus Wealth Partners, LLC | 8,621 | $152.3 萬 | 0.16% | −581−6.3% | 減碼 |
| Tacita Capital Inc | 8,605 | $151.8 萬 | 0.82% | −32−0.4% | 減碼 |
| Metis Global Partners, LLC | 8,568 | $151.4 萬 | 0.03% | −10,729−55.6% | 減碼 |
| Louisbourg Investments Inc. | 8,422 | $148.6 萬 | 0.27% | +22+0.3% | 加碼 |
| Morningstar Investment Management LLC | 10,675 | $144.6 萬 | 0.09% | 00.0% | 不變 |
| MML Investors Services, LLC | 8,117 | $143.4 萬 | 0.00% | −11,783−59.2% | 減碼 |
| North Star Asset Management Inc | 8,099 | $143.1 萬 | 0.06% | 00.0% | 不變 |
| Syon Capital LLC | 8,098 | $143.1 萬 | 0.06% | +226+2.9% | 加碼 |
| Callan Family Office, LLC | 7,810 | $138.0 萬 | 0.03% | +20.0% | 加碼 |
| State of Wyoming | 7,660 | $135.3 萬 | 0.14% | −980−11.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 7,549 | $133.4 萬 | 0.01% | +7,549 | 新進 |
| Jefferies Financial Group Inc. | 7,492 | $132.4 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 7,448 | $131.6 萬 | 0.01% | −1,883−20.2% | 減碼 |
| Blair William & Co | 7,414 | $131.0 萬 | 0.00% | −2,283−23.5% | 減碼 |
| Savant Capital, LLC | 7,333 | $129.8 萬 | 0.00% | +452+6.6% | 加碼 |
| Mercer Global Advisors Inc | 7,238 | $127.9 萬 | 0.00% | +453+6.7% | 加碼 |
| Glenmede Trust Co NA | 7,061 | $124.8 萬 | 0.01% | +251+3.7% | 加碼 |
| Mairs & Power Inc | 6,746 | $119.2 萬 | 0.01% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 6,702 | $118.4 萬 | 0.07% | +22+0.3% | 加碼 |
| Ti-Trust, Inc | 6,692 | $118.2 萬 | 0.64% | 00.0% | 不變 |
| Merit Financial Group, LLC | 6,648 | $117.5 萬 | 0.01% | +201+3.1% | 加碼 |
| Dickmeyer Boyce Financial Management, Inc. | 6,625 | $117.1 萬 | 0.61% | −205−3.0% | 減碼 |
| Viewpoint Investment Partners Corp | 6,534 | $114.9 萬 | 0.40% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 6,436 | $113.7 萬 | 0.01% | +52+0.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 6,301 | $111.3 萬 | 0.01% | +1,167+22.7% | 加碼 |
| Parrish Capital LLC | 6,121 | $108.2 萬 | 1.04% | −816−11.8% | 減碼 |
| CAPROCK Group, Inc. | 6,088 | $107.6 萬 | 0.02% | −61−1.0% | 減碼 |
| Captrust Financial Advisors | 5,962 | $105.3 萬 | 0.00% | −1,613−21.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,907 | $104.4 萬 | 0.05% | −445−7.0% | 減碼 |
| Harbour Trust & Investment Management Co | 5,855 | $103.5 萬 | 0.10% | −80−1.3% | 減碼 |
| MAI Capital Management | 5,715 | $101.0 萬 | 0.00% | +1,155+25.3% | 加碼 |
| Farther Finance Advisors, LLC | 5,712 | $100.9 萬 | 0.01% | +701+14.0% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,671 | $100.2 萬 | 0.00% | −156−2.7% | 減碼 |
| Busey Wealth Management | 5,600 | $99.0 萬 | 0.02% | −249−4.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,469 | $96.6 萬 | 0.02% | −115−2.1% | 減碼 |
| Sand Hill Global Advisors, LLC | 5,411 | $95.6 萬 | 0.03% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 5,366 | $94.5 萬 | 0.03% | −35−0.6% | 減碼 |
| Brevan Howard Capital Management LP | 5,265 | $93.0 萬 | 0.01% | +5,265 | 新進 |
| Quilter Plc | 3,710 | $93.0 萬 | 0.01% | 00.0% | 不變 |
| HSBC Holdings PLC | 5,188 | $91.5 萬 | 0.00% | +137+2.7% | 加碼 |
| Fountainhead AM, LLC | 5,163 | $91.2 萬 | 0.68% | −1,979−27.7% | 減碼 |
| Qtron Investments LLC | 5,062 | $89.4 萬 | 0.12% | +708+16.3% | 加碼 |
| Tradition Wealth Management, LLC | 5,031 | $88.9 萬 | 0.05% | −455−8.3% | 減碼 |
| Vaughan & Co Securities, Inc. | 4,990 | $88.2 萬 | 0.41% | −258−4.9% | 減碼 |
| Westwood Holdings Group Inc. | 4,987 | $88.1 萬 | 0.01% | +2,651+113.5% | 加碼 |
| Baskin Financial Services Inc. | 4,967 | $87.7 萬 | 0.07% | 00.0% | 不變 |