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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2,400 | $42.4 萬 | 0.01% | −93−3.7% | 減碼 |
| Bridgewater Advisors Inc. | 2,359 | $42.4 萬 | 0.02% | +84+3.7% | 加碼 |
| West Family Investments, Inc. | 2,388 | $42.2 萬 | 0.12% | +205+9.4% | 加碼 |
| Geneos Wealth Management Inc. | 2,365 | $41.8 萬 | 0.01% | −360−13.2% | 減碼 |
| Aprio Wealth Management, LLC | 2,352 | $41.6 萬 | 0.02% | +198+9.2% | 加碼 |
| Patten & Patten Inc | 2,328 | $41.1 萬 | 0.02% | 00.0% | 不變 |
| Park National Corp | 2,325 | $41.1 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,291 | $40.5 萬 | 0.00% | +1,851+420.7% | 加碼 |
| Townsend & Associates, Inc | 2,225 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 2,223 | $39.3 萬 | 0.01% | +6+0.3% | 加碼 |
| Pinebridge Investments LLC | 1,560 | $39.1 萬 | 0.00% | −2,938−65.3% | 減碼 |
| Atlas Capital Advisors LLC | 2,203 | $38.9 萬 | 0.04% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 2,201 | $38.9 萬 | 0.01% | −224−9.2% | 減碼 |
| Nilsine Partners, LLC | 2,198 | $38.8 萬 | 0.03% | +15+0.7% | 加碼 |
| WoodTrust Financial Corp | 2,189 | $38.7 萬 | 0.05% | 00.0% | 不變 |
| Fund Advisors of America Inc | 2,185 | $38.6 萬 | 0.35% | 00.0% | 不變 |
| Studio Investment Management LLC | 2,175 | $38.4 萬 | 0.06% | 00.0% | 不變 |
| Swiss Re Ltd | 2,149 | $38.0 萬 | 0.03% | +1,859+641.0% | 加碼 |
| Income Insurance Ltd | 2,132 | $37.7 萬 | 0.22% | 00.0% | 不變 |
| Seeds Investor LLC | 2,102 | $37.1 萬 | 0.04% | +9+0.4% | 加碼 |
| Hilltop Holdings Inc. | 2,088 | $36.9 萬 | 0.03% | −360−14.7% | 減碼 |
| SNS Financial Group, LLC | 2,087 | $36.9 萬 | 0.01% | +39+1.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 2,080 | $36.8 萬 | 0.01% | −148−6.6% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $36.7 萬 | 0.07% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 2,058 | $36.4 萬 | 0.01% | +2,058 | 新進 |
| Plancorp, LLC | 2,009 | $35.9 萬 | 0.01% | +13+0.7% | 加碼 |
| OneAscent Family Office, LLC | 2,029 | $35.9 萬 | 0.18% | +414+25.6% | 加碼 |
| Frisch Financial Group, Inc. | 2,028 | $35.8 萬 | 0.06% | +2,028 | 新進 |
| Fifth Third Bancorp | 2,026 | $35.8 萬 | 0.00% | −710−26.0% | 減碼 |
| Algert Global LLC | 2,022 | $35.7 萬 | 0.00% | −109−5.1% | 減碼 |
| CIBC Bancorp USA Inc. | 2,017 | $35.6 萬 | 0.00% | +18+0.9% | 加碼 |
| Bridges Investment Management Inc | 2,000 | $35.3 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 1,977 | $34.9 萬 | 0.00% | +1,977 | 新進 |
| Saxony Capital Management, LLC | 1,975 | $34.9 萬 | 0.16% | 00.0% | 不變 |
| ERn Financial, LLC | 1,971 | $34.8 萬 | 0.06% | +291+17.3% | 加碼 |
| Greenwood Gearhart Inc | 1,912 | $33.8 萬 | 0.02% | +290+17.9% | 加碼 |
| Park Avenue Securities LLC | 1,887 | $33.3 萬 | 0.00% | −2,269−54.6% | 減碼 |
| MSH Capital Advisors LLC | 1,877 | $33.2 萬 | 0.06% | −75−3.8% | 減碼 |
| UBS Asset Management Americas Inc | 1,828 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Ballentine Partners, LLC | 1,819 | $32.1 萬 | 0.00% | −33−1.8% | 減碼 |
| Hexagon Capital Partners LLC | 1,815 | $32.1 萬 | 0.05% | −54−2.9% | 減碼 |
| Arq Wealth Advisors, LLC | 1,775 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 1,793 | $31.7 萬 | 0.07% | +1,793 | 新進 |
| Buckhead Capital Management LLC | 1,784 | $31.5 萬 | 0.11% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 1,773 | $31.3 萬 | 0.05% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 1,767 | $31.2 萬 | 0.04% | −56−3.1% | 減碼 |
| Intrust Bank NA | 1,765 | $31.2 萬 | 0.02% | −1,722−49.4% | 減碼 |
| AlphaCore Capital LLC | 1,763 | $31.2 萬 | 0.01% | +1,763 | 新進 |
| Cromwell Holdings LLC | 1,739 | $30.7 萬 | 0.14% | 00.0% | 不變 |
| Krane Financial Solutions LLC | 1,738 | $30.7 萬 | 0.19% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 1,714 | $30.3 萬 | 0.01% | +1,714 | 新進 |
| PFG Investments, LLC | 1,707 | $30.2 萬 | 0.01% | +97+6.0% | 加碼 |
| Affinity Capital Advisors, LLC | 1,710 | $30.1 萬 | 0.04% | 00.0% | 不變 |
| Madison Asset Management, LLC | 1,702 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Aldebaran Capital, LLC | 1,700 | $30.0 萬 | 0.23% | 00.0% | 不變 |
| 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 |
| Oslo Pensjonsforsikring AS | 1,700 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| SEI Investments Co | 1,691 | $29.9 萬 | 0.00% | +197+13.2% | 加碼 |
| Independent Financial Group, LLC | 1,690 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Brookstone Capital Management | 1,672 | $29.5 萬 | 0.00% | 00.0% | 不變 |
| Natural Investments, LLC | 1,627 | $28.7 萬 | 0.06% | +1,627 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,623 | $28.7 萬 | 0.04% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 1,623 | $28.7 萬 | 0.01% | +1,623 | 新進 |
| Altfest L J & Co Inc | 1,620 | $28.6 萬 | 0.03% | 00.0% | 不變 |
| Operose Advisors LLC | 1,606 | $28.4 萬 | 0.05% | +1,606 | 新進 |
| Ironwood Investment Counsel, LLC | 1,605 | $28.4 萬 | 0.04% | 00.0% | 不變 |
| PDT Partners, LLC | 1,600 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Trust Investment Advisors | 1,598 | $28.2 萬 | 0.13% | +9+0.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,575 | $27.8 萬 | 0.01% | −14,374−90.1% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 1,575 | $27.8 萬 | 0.04% | +1,575 | 新進 |
| GWM Advisors LLC | 1,564 | $27.6 萬 | 0.00% | −320−17.0% | 減碼 |
| Measured Wealth Private Client Group, LLC | 1,556 | $27.5 萬 | 0.07% | −252−13.9% | 減碼 |
| 55 North Private Wealth, LLC | 1,531 | $27.1 萬 | 0.05% | +1,531 | 新進 |
| Beto Financial Group, LLC | 1,518 | $27.0 萬 | 0.14% | +4+0.3% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 1,528 | $27.0 萬 | 0.16% | +5+0.3% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 1,521 | $26.9 萬 | 0.10% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 1,520 | $26.9 萬 | 0.00% | +1,520 | 新進 |
| Caldwell Trust Co | 1,500 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| KPP Advisory Services LLC | 1,476 | $26.1 萬 | 0.03% | +1,476 | 新進 |
| Greenleaf Trust | 1,471 | $26.0 萬 | 0.00% | +1,471 | 新進 |
| Mutual Advisors, LLC | 1,448 | $25.6 萬 | 0.00% | +1,448 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,426 | $25.2 萬 | 0.00% | +1,426 | 新進 |
| Continuum Wealth Advisors, LLC | 1,424 | $25.2 萬 | 0.08% | +1,424 | 新進 |
| Argent Trust Co | 1,417 | $25.0 萬 | 0.01% | −595−29.6% | 減碼 |
| Webster Bank, N. A. | 1,400 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Winning Points Advisors, LLC | 1,400 | $24.7 萬 | 0.33% | +1,400 | 新進 |
| Medallion Wealth Advisors, LLC | 1,388 | $24.5 萬 | 0.08% | −1,166−45.7% | 減碼 |
| Bahl & Gaynor Inc | 1,385 | $24.5 萬 | 0.00% | +1,385 | 新進 |
| Citizens Financial Group Inc | 1,375 | $24.3 萬 | 0.00% | +1,375 | 新進 |
| Arkadios Wealth Advisors | 1,373 | $24.3 萬 | 0.00% | −402−22.6% | 減碼 |
| LVW Advisors, LLC | 1,367 | $24.2 萬 | 0.02% | +1,367 | 新進 |
| FORM Wealth Advisors, LLC | 1,362 | $24.1 萬 | 0.03% | −165−10.8% | 減碼 |
| Riversedge Advisors, LLC | 1,361 | $24.0 萬 | 0.03% | +1,361 | 新進 |
| Goldstein Advisors, LLC | 1,348 | $23.8 萬 | 0.02% | +1,348 | 新進 |
| RSM US Wealth Management LLC | 1,342 | $23.7 萬 | 0.00% | −238−15.1% | 減碼 |
| Canoe Financial LP | 1,336 | $23.6 萬 | 0.00% | −106−7.4% | 減碼 |
| Rhumbline Advisers | 1,320 | $23.3 萬 | 0.00% | +263+24.9% | 加碼 |
| LOM Asset Management Ltd | 930 | $23.3 萬 | 0.06% | 00.0% | 不變 |