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 $600.3 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 +753.0 萬 (+2.3%)
- 總市值
- $600.3 億
- 較 2026 年第 1 季 +$155.6 億 (+35.0%)
- 新進機構
- 93
- 另有 213 家加碼
- 清倉機構
- 63
- 另有 213 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 | $600.3 億 |
| 2026 年第 1 季 | 637 | $444.7 億 |
| 2025 年第 4 季 | 617 | $432.3 億 |
| 2025 年第 3 季 | 578 | $452.1 億 |
| 2025 年第 2 季 | 565 | $459.6 億 |
| 2025 年第 1 季 | 556 | $330.4 億 |
| 2024 年第 4 季 | 536 | $357.1 億 |
| 2024 年第 3 季 | 470 | $312.0 億 |
| 2024 年第 2 季 | 477 | $298.0 億 |
| 2024 年第 1 季 | 492 | $347.1 億 |
| 2023 年第 4 季 | 489 | $343.5 億 |
| 2023 年第 3 季 | 458 | $295.2 億 |
| 2023 年第 2 季 | 470 | $309.4 億 |
| 2023 年第 1 季 | 471 | $294.1 億 |
| 2022 年第 4 季 | 477 | $292.1 億 |
| 2022 年第 3 季 | 456 | $264.2 億 |
| 2022 年第 2 季 | 487 | $283.1 億 |
| 2022 年第 1 季 | 505 | $340.6 億 |
| 2021 年第 4 季 | 488 | $289.0 億 |
| 2021 年第 3 季 | 459 | $276.6 億 |
| 2021 年第 2 季 | 440 | $283.0 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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 52,167,653 | $92.2 億 | 1.56% | −430,389−0.8% | 減碼 |
| Bank of Montreal | 28,128,121 | $49.7 億 | 1.80% | +130,783+0.5% | 加碼 |
| Vanguard Capital Management LLC | 20,475,602 | $36.2 億 | 0.08% | +194,762+1.0% | 加碼 |
| TD Asset Management Inc | 15,233,725 | $26.9 億 | 2.33% | −3,852,876−20.2% | 減碼 |
| CIBC World Markets Inc. | 12,410,915 | $21.9 億 | 3.69% | −774,883−5.9% | 減碼 |
| FIL Ltd | 12,329,093 | $21.8 億 | 1.57% | +834,860+7.3% | 加碼 |
| Mackenzie Financial Corp | 8,547,687 | $21.4 億 | 2.14% | −34,501−0.4% | 減碼 |
| National Bank of Canada | 10,405,423 | $18.4 億 | 1.61% | −354,875−3.3% | 減碼 |
| FMR LLC | 9,527,449 | $16.8 億 | 0.07% | +2,234,256+30.6% | 加碼 |
| 1832 Asset Management L.P. | 9,303,809 | $16.4 億 | 2.02% | −296,120−3.1% | 減碼 |
| Norges Bank | 8,796,707 | $15.5 億 | 0.15% | +8,796,707 | 新進 |
| Geode Capital Management, LLC | 7,973,622 | $14.6 億 | 0.08% | +661,553+9.0% | 加碼 |
| Canada Pension Plan Investment Board | 7,256,202 | $12.8 億 | 0.71% | +1,017,326+16.3% | 加碼 |
| CIBC Asset Management Inc | 6,747,985 | $12.0 億 | 2.63% | −32,333−0.5% | 減碼 |
| TD Waterhouse Canada Inc. | 6,350,903 | $11.3 億 | 2.97% | +123,387+2.0% | 加碼 |
| Vanguard Fiduciary Trust Co | 6,264,886 | $11.1 億 | 0.24% | +29,196+0.5% | 加碼 |
| Toronto Dominion Bank | 5,632,710 | $9.95 億 | 1.66% | −564,683−9.1% | 減碼 |
| Vanguard Global Advisers, LLC | 5,426,252 | $9.59 億 | 0.45% | +441,974+8.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $9.58 億 | 1.36% | 00.0% | 不變 |
| Bank of Nova Scotia | 5,205,604 | $9.20 億 | 1.39% | +173,121+3.4% | 加碼 |
| Legal & General Group Plc | 4,212,134 | $7.44 億 | 0.16% | −391,017−8.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,174,425 | $7.37 億 | 1.05% | +678,753+19.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,839,476 | $6.77 億 | 1.28% | +1,749,052+83.7% | 加碼 |
| Dimensional Fund Advisors LP | 3,659,355 | $6.47 億 | 0.12% | −29,289−0.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,374,200 | $5.94 億 | 1.81% | −624,680−15.6% | 減碼 |
| Scotia Capital Inc. | 3,334,549 | $5.88 億 | 2.20% | −127,169−3.7% | 減碼 |
| Fiera Capital Corp | 3,214,287 | $5.67 億 | 2.06% | −272,333−7.8% | 減碼 |
| JPMorgan Chase & Co | 3,145,509 | $5.54 億 | 0.03% | −670,061−17.6% | 減碼 |
| Morgan Stanley | 2,902,505 | $5.13 億 | 0.03% | +698,892+31.7% | 加碼 |
| Beutel, Goodman & Co Ltd. | 2,695,594 | $4.76 億 | 3.50% | −406,274−13.1% | 減碼 |
| Goldman Sachs Group Inc | 2,545,917 | $4.50 億 | 0.05% | −42,904−1.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,361,978 | $4.17 億 | 0.33% | −72,867−3.0% | 減碼 |
| Charles Schwab Investment Management Inc | 2,080,308 | $3.68 億 | 0.05% | +76,329+3.8% | 加碼 |
| Massachusetts Financial Services Co | 1,300,991 | $3.25 億 | 0.10% | −50,323−3.7% | 減碼 |
| Vanguard Asset Management, Ltd | 1,600,956 | $2.83 億 | 0.19% | +170,672+11.9% | 加碼 |
| Bessemer Group Inc | 1,469,398 | $2.59 億 | 0.36% | +1,427,492+3,406.4% | 加碼 |
| Letko, Brosseau & Associates Inc | 1,426,775 | $2.52 億 | 3.73% | −153,255−9.7% | 減碼 |
| Deutsche Bank AG | 1,334,415 | $2.36 億 | 0.07% | +31,851+2.4% | 加碼 |
| British Columbia Investment Management Corp | 1,271,498 | $2.25 億 | 1.41% | +383,861+43.2% | 加碼 |
| Newport Trust Co | 1,259,908 | $2.23 億 | 0.54% | −37,457−2.9% | 減碼 |
| Amundi | 1,215,809 | $2.18 億 | 0.05% | +110,766+10.0% | 加碼 |
| Omers Administration Corp | 1,230,715 | $2.17 億 | 1.30% | +10,060+0.8% | 加碼 |
| Invesco Ltd. | 1,203,872 | $2.13 億 | 0.02% | −502,412−29.4% | 減碼 |
| Acadian Asset Management LLC | 1,197,679 | $2.12 億 | 0.25% | +2,398+0.2% | 加碼 |
| Public Sector Pension Investment Board | 1,177,353 | $2.08 億 | 0.55% | +61,840+5.5% | 加碼 |
| Clearbridge Investments, LLC | 1,153,825 | $2.02 億 | 0.17% | +21,665+1.9% | 加碼 |
| Barclays PLC | 1,084,437 | $1.92 億 | 0.06% | −495,291−31.4% | 減碼 |
| Cardinal Capital Management, Inc. | 999,266 | $1.76 億 | 4.26% | −5,261−0.5% | 減碼 |
| MUFG Securities (Canada), Ltd. | 991,466 | $1.75 億 | 4.72% | −56,101−5.4% | 減碼 |
| Aviso Financial Inc. | 973,584 | $1.72 億 | 5.98% | −25,717−2.6% | 減碼 |
| UBS Group AG | 953,638 | $1.69 億 | 0.03% | +136,632+16.7% | 加碼 |
| Picton Mahoney Asset Management | 945,606 | $1.67 億 | 1.54% | +707,670+297.4% | 加碼 |
| Addenda Capital Inc. | 625,064 | $1.57 億 | 4.26% | −49,004−7.3% | 減碼 |
| Alberta Investment Management Corp | 810,135 | $1.43 億 | 0.82% | −32,033−3.8% | 減碼 |
| Bank of New York Mellon Corp | 739,895 | $1.31 億 | 0.02% | +29,633+4.2% | 加碼 |
| BCV Asset Management Inc. | 642,300 | $1.13 億 | 3.42% | −13,441−2.0% | 減碼 |
| Aviva PLC | 630,423 | $1.11 億 | 0.16% | +3,181+0.5% | 加碼 |
| Intact Investment Management Inc. | 626,785 | $1.11 億 | 3.15% | +237,280+60.9% | 加碼 |
| BlackRock, Inc. | 622,130 | $1.10 億 | 0.00% | −96,360−13.4% | 減碼 |
| Guardian Capital LP | 614,927 | $1.09 億 | 2.64% | −65,746−9.7% | 減碼 |
| Bank of America Corp | 588,633 | $1.04 億 | 0.01% | −1,042,643−63.9% | 減碼 |
| Northern Trust Corp | 560,484 | $9,904 萬 | 0.01% | −4,473−0.8% | 減碼 |
| Nuveen, LLC | 526,771 | $9,307 萬 | 0.02% | −3,067−0.6% | 減碼 |
| Two Sigma Investments, LP | 511,838 | $9,044 萬 | 0.07% | +490,038+2,247.9% | 加碼 |
| AQR Capital Management LLC | 469,429 | $8,290 萬 | 0.03% | +35,221+8.1% | 加碼 |
| Hillsdale Investment Management Inc. | 460,739 | $8,135 萬 | 1.85% | −83,070−15.3% | 減碼 |
| American Century Companies Inc | 452,310 | $7,994 萬 | 0.04% | +109,512+31.9% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 447,594 | $7,893 萬 | 5.67% | −148,731−24.9% | 減碼 |
| Bank of Nova Scotia Trust Co | 446,227 | $7,885 萬 | 6.54% | −49,782−10.0% | 減碼 |
| APG Asset Management N.V. | 508,694 | $7,861 萬 | 0.19% | +139,255+37.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 430,916 | $7,614 萬 | 0.15% | +121,499+39.3% | 加碼 |
| Korea Investment CORP | 409,037 | $7,227 萬 | 0.14% | +18,782+4.8% | 加碼 |
| Agf Management Ltd | 408,424 | $7,219 萬 | 0.28% | −40,508−9.0% | 減碼 |
| State of Tennessee, Treasury Department | 403,848 | $7,135 萬 | 0.21% | +1,447+0.4% | 加碼 |
| Zurich Insurance Group Ltd | 367,582 | $6,489 萬 | 0.45% | −165,726−31.1% | 減碼 |
| Pictet Asset Management Holding SA | 363,071 | $6,415 萬 | 0.06% | −16,343−4.3% | 減碼 |
| Delaney Capital Management Ltd. | 360,775 | $6,364 萬 | 10.07% | −25,334−6.6% | 減碼 |
| Great West Life Assurance Co | 355,662 | $6,257 萬 | 0.10% | −9,436−2.6% | 減碼 |
| Vanguard Investments Australia, Ltd. | 351,288 | $6,209 萬 | 0.15% | −835−0.2% | 減碼 |
| Franklin Resources Inc | 349,582 | $6,173 萬 | 0.01% | +4,679+1.4% | 加碼 |
| Guardian Partners Inc. | 303,771 | $5,367 萬 | 4.84% | −64,391−17.5% | 減碼 |
| Purpose Unlimited Inc. | 299,232 | $5,294 萬 | 2.02% | −19,115−6.0% | 減碼 |
| Cidel Asset Management Inc | 294,015 | $5,195 萬 | 2.50% | +163,407+125.1% | 加碼 |
| Russell Investments Group, Ltd. | 289,001 | $5,106 萬 | 0.04% | −47,836−14.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 287,700 | $5,084 萬 | 0.96% | +198,600+222.9% | 加碼 |
| Capital Wealth Planning, LLC | 257,802 | $4,555 萬 | 0.23% | +23,449+10.0% | 加碼 |
| Citigroup Inc | 251,308 | $4,440 萬 | 0.02% | −171,901−40.6% | 減碼 |
| State of Wisconsin Investment Board | 241,553 | $4,268 萬 | 0.09% | −6,800−2.7% | 減碼 |
| Value Partners Investments Inc. | 239,642 | $4,227 萬 | 2.95% | −200,910−45.6% | 減碼 |
| Neuberger Berman Group LLC | 209,653 | $3,704 萬 | 0.02% | +3,266+1.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 209,138 | $3,692 萬 | 0.17% | −34,884−14.3% | 減碼 |
| First Trust Advisors LP | 205,963 | $3,639 萬 | 0.02% | −66,453−24.4% | 減碼 |
| Intech Investment Management LLC | 204,697 | $3,617 萬 | 0.33% | +16,950+9.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 200,613 | $3,545 萬 | 0.27% | +35,400+21.4% | 加碼 |
| Investment Management Corp of Ontario | 200,024 | $3,534 萬 | 0.45% | +256+0.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 194,600 | $3,436 萬 | 0.02% | −107,503−35.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 183,475 | $3,236 萬 | 0.03% | −26,532−12.6% | 減碼 |
| Cardinal Point Capital Management, ULC | 175,545 | $3,097 萬 | 1.75% | −1,129−0.6% | 減碼 |
| Rempart Asset Management Inc. | 174,264 | $3,074 萬 | 6.30% | −17,635−9.2% | 減碼 |
| Montrusco Bolton Investments Inc. | 171,898 | $3,037 萬 | 0.47% | −33,069−16.1% | 減碼 |