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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 4,958 | $87.6 萬 | 0.19% | −44−0.9% | 減碼 |
| Benjamin Edwards Inc | 4,868 | $86.0 萬 | 0.01% | −3,741−43.5% | 減碼 |
| RMB Capital Management, LLC | 4,841 | $85.5 萬 | 0.01% | +115+2.4% | 加碼 |
| Ignite Planners, LLC | 4,838 | $85.5 萬 | 0.12% | −103−2.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 4,810 | $85.0 萬 | 0.18% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 4,790 | $84.6 萬 | 0.00% | −6,087−56.0% | 減碼 |
| Prudential Financial Inc | 4,770 | $84.3 萬 | 0.00% | 00.0% | 不變 |
| VestGen Advisors, LLC | 4,762 | $84.1 萬 | 0.02% | +132+2.9% | 加碼 |
| Sivia Capital Partners, LLC | 4,672 | $82.6 萬 | 0.10% | 00.0% | 不變 |
| Landaas & Co | 4,639 | $82.0 萬 | 0.15% | +2,721+141.9% | 加碼 |
| Midwest Trust Co | 4,607 | $81.4 萬 | 0.01% | −25−0.5% | 減碼 |
| Ellenbecker Investment Group | 4,548 | $80.4 萬 | 0.09% | +43+1.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 4,512 | $79.7 萬 | 0.01% | +122+2.8% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 4,453 | $78.7 萬 | 0.45% | 00.0% | 不變 |
| Boltwood Capital Management | 4,400 | $77.7 萬 | 0.18% | +25+0.6% | 加碼 |
| Fullerton Fund Management Co Ltd. | 4,400 | $77.7 萬 | 0.05% | +4,400 | 新進 |
| Biltmore Family Office, LLC | 4,360 | $77.0 萬 | 0.10% | 00.0% | 不變 |
| PDS Planning, Inc | 4,284 | $75.7 萬 | 0.04% | +33+0.8% | 加碼 |
| Versant Capital Management, Inc | 4,241 | $74.9 萬 | 0.07% | +78+1.9% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,238 | $74.9 萬 | 0.01% | 00.0% | 不變 |
| IFG Advisory, LLC | 4,217 | $74.5 萬 | 0.03% | +3,767+837.1% | 加碼 |
| Pacifica Partners Inc. | 4,275 | $74.3 萬 | 0.22% | −730−14.6% | 減碼 |
| Evergreen Capital Management LLC | 4,190 | $74.0 萬 | 0.01% | −147−3.4% | 減碼 |
| Brighton Jones LLC | 4,167 | $73.6 萬 | 0.01% | +567+15.8% | 加碼 |
| Avant Financial Advisors LLC | 4,160 | $73.5 萬 | 0.46% | 00.0% | 不變 |
| PCM Encore, LLC | 4,136 | $73.1 萬 | 0.13% | +96+2.4% | 加碼 |
| Watershed Private Wealth LLC | 4,000 | $70.7 萬 | 0.20% | 00.0% | 不變 |
| Camden Capital, LLC | 3,936 | $69.5 萬 | 0.03% | −216−5.2% | 減碼 |
| Oppenheimer & Co Inc | 3,890 | $68.7 萬 | 0.01% | −266−6.4% | 減碼 |
| Silverlake Wealth Management LLC | 3,875 | $68.5 萬 | 0.13% | −145−3.6% | 減碼 |
| Crescent Grove Advisors, LLC | 3,839 | $67.8 萬 | 0.06% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 3,836 | $67.8 萬 | 0.01% | −89−2.3% | 減碼 |
| Parallel Advisors, LLC | 3,814 | $67.4 萬 | 0.01% | +902+31.0% | 加碼 |
| KLCM Advisors, Inc. | 3,779 | $66.8 萬 | 0.05% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 3,772 | $66.7 萬 | 0.08% | −212−5.3% | 減碼 |
| Vident Advisory, LLC | 3,741 | $66.1 萬 | 0.00% | +198+5.6% | 加碼 |
| Drake & Associates, LLC | 3,716 | $65.7 萬 | 0.11% | +3,716 | 新進 |
| Cary Street Partners Financial LLC | 3,700 | $65.4 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 3,698 | $65.3 萬 | 0.00% | +242+7.0% | 加碼 |
| Nwam LLC | 3,670 | $64.8 萬 | 0.03% | +2+0.1% | 加碼 |
| Jamison Private Wealth Management, Inc. | 3,590 | $63.4 萬 | 0.07% | +32+0.9% | 加碼 |
| Puzo Michael J | 3,500 | $61.8 萬 | 0.16% | 00.0% | 不變 |
| GeoWealth Management, LLC | 3,448 | $60.9 萬 | 0.02% | +845+32.5% | 加碼 |
| Brown Brothers Harriman & Co | 3,447 | $60.9 萬 | 0.00% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 3,425 | $60.5 萬 | 0.14% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 3,408 | $60.2 萬 | 0.00% | −505−12.9% | 減碼 |
| Old National Bancorp | 3,380 | $59.7 萬 | 0.01% | +1,427+73.1% | 加碼 |
| Pensionmark Financial Group, LLC | 4,408 | $59.7 萬 | 0.01% | −175−3.8% | 減碼 |
| Group One Trading, L.P. | 3,371 | $59.6 萬 | 0.02% | +3,371 | 新進 |
| United Capital Financial Advisers, LLC | 3,325 | $58.8 萬 | 0.00% | +326+10.9% | 加碼 |
| Assetmark, Inc | 3,310 | $58.5 萬 | 0.00% | −8,459−71.9% | 減碼 |
| Rockland Trust Co | 3,243 | $57.3 萬 | 0.02% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 3,201 | $56.6 萬 | 0.03% | +847+36.0% | 加碼 |
| Apollon Wealth Management, LLC | 3,172 | $56.0 萬 | 0.01% | +940+42.1% | 加碼 |
| Prospera Financial Services Inc | 3,168 | $56.0 萬 | 0.01% | −270−7.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,145 | $55.6 萬 | 0.02% | −1,141−26.6% | 減碼 |
| Checchi Capital Advisers, LLC | 3,097 | $54.7 萬 | 0.03% | −44−1.4% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,070 | $54.3 萬 | 0.06% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 3,043 | $53.7 萬 | 0.01% | +3,043 | 新進 |
| Magnus Financial Group LLC | 3,035 | $53.6 萬 | 0.04% | +740+32.2% | 加碼 |
| 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 |
| Code Waechter LLC | 3,025 | $53.5 萬 | 0.28% | −557−15.5% | 減碼 |
| Buckingham Strategic Partners | 2,972 | $52.5 萬 | 0.00% | −492−14.2% | 減碼 |
| DRW Securities, LLC | 2,082 | $52.2 萬 | 0.03% | 00.0% | 不變 |
| Fulton Bank, N.A. | 2,952 | $52.2 萬 | 0.02% | −4,347−59.6% | 減碼 |
| Five Oceans Advisors | 2,938 | $51.9 萬 | 0.17% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 2,911 | $51.4 萬 | 0.01% | +481+19.8% | 加碼 |
| Ascent Group, LLC | 2,890 | $51.1 萬 | 0.02% | +117+4.2% | 加碼 |
| Pure Financial Advisors, Inc. | 2,870 | $50.7 萬 | 0.01% | +347+13.8% | 加碼 |
| Ameritas Advisory Services, LLC | 2,842 | $50.2 萬 | 0.01% | +1,063+59.8% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,678 | $49.3 萬 | 0.03% | +18+0.7% | 加碼 |
| First Business Financial Services, Inc. | 2,785 | $49.2 萬 | 0.04% | 00.0% | 不變 |
| Diversified Trust Co | 2,784 | $49.2 萬 | 0.01% | −377−11.9% | 減碼 |
| Murphy & Mullick Capital Management Corp | 2,732 | $48.3 萬 | 0.30% | 00.0% | 不變 |
| Terry L. Blaker | 2,716 | $48.0 萬 | 0.02% | 00.0% | 不變 |
| NBC Securities, Inc. | 2,708 | $47.9 萬 | 0.03% | −267−9.0% | 減碼 |
| 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 |
| Bogart Wealth, LLC | 2,673 | $47.2 萬 | 0.02% | +290+12.2% | 加碼 |
| Isthmus Partners, LLC | 2,671 | $47.2 萬 | 0.05% | −220−7.6% | 減碼 |
| Fielder Capital Group LLC | 2,640 | $46.7 萬 | 0.10% | 00.0% | 不變 |
| Smith, Moore & Co. | 2,636 | $46.6 萬 | 0.03% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 2,635 | $46.6 萬 | 0.26% | −558−17.5% | 減碼 |
| Wellington-Altus USA Inc. | 3,056 | $46.1 萬 | 0.33% | 00.0% | 不變 |
| GAM Holding AG | 2,600 | $45.9 萬 | 0.04% | +2,600 | 新進 |
| QRG Capital Management, Inc. | 2,584 | $45.7 萬 | 0.00% | +412+19.0% | 加碼 |
| Evelyn Partners Group Ltd | 2,564 | $45.3 萬 | 0.01% | +2,564 | 新進 |
| Archetype Wealth Partners | 2,557 | $45.2 萬 | 0.05% | 00.0% | 不變 |
| CVA Family Office, LLC | 2,512 | $44.4 萬 | 0.04% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,488 | $44.0 萬 | 0.03% | +35+1.4% | 加碼 |
| Allworth Financial LP | 2,469 | $43.6 萬 | 0.00% | −25−1.0% | 減碼 |
| Private Advisor Group, LLC | 2,459 | $43.5 萬 | 0.00% | −18,485−88.3% | 減碼 |
| Larry Mathis Financial Planning, LLC | 2,449 | $43.3 萬 | 0.33% | +2,449 | 新進 |
| North Star Investment Management Corp. | 2,425 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 2,412 | $42.6 萬 | 0.11% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 2,411 | $42.6 萬 | 0.01% | +10.0% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 2,409 | $42.6 萬 | 0.01% | −1,203−33.3% | 減碼 |
| Savvy Advisors, Inc. | 2,402 | $42.5 萬 | 0.01% | +347+16.9% | 加碼 |
| Ossiam | 2,401 | $42.4 萬 | 0.01% | −3,157−56.8% | 減碼 |