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。
其他股別AIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
2021 年第 2 季 13F 持有人
Bank of Montreal 在 2021/6/30 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
- 440
- 較 2021 年第 1 季 +37 家
- 持有股數
- 2.74 億
- 較 2021 年第 1 季 +99.0 萬 (+0.4%)
- 總市值
- $282.6 億
- 較 2021 年第 1 季 +$36.5 億 (+14.8%)
- 新進機構
- 65
- 另有 127 家加碼
- 清倉機構
- 28
- 另有 136 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 56,556,088 | $58.0 億 | 1.63% | −1,039,795−1.8% | 減碼 |
| Bank of Montreal | 25,103,492 | $26.5 億 | 1.38% | +2,165,014+9.4% | 加碼 |
| Vanguard Group Inc | 19,947,146 | $20.5 億 | 0.05% | +418,675+2.1% | 加碼 |
| TD Asset Management Inc | 14,888,431 | $14.7 億 | 1.50% | −104,336−0.7% | 減碼 |
| CIBC World Markets Inc. | 12,177,741 | $12.5 億 | 3.65% | −1,113,684−8.4% | 減碼 |
| Bank of Nova Scotia | 11,548,599 | $11.8 億 | 2.22% | +2,864,627+33.0% | 加碼 |
| Mackenzie Financial Corp | 11,230,451 | $11.5 億 | 1.60% | +145,907+1.3% | 加碼 |
| Toronto Dominion Bank | 8,074,033 | $8.28 億 | 1.28% | −835,686−9.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 8,063,300 | $8.27 億 | 1.79% | −2,456,700−23.4% | 減碼 |
| Norges Bank | 7,071,351 | $7.25 億 | 0.16% | −83,480−1.2% | 減碼 |
| CIBC Asset Management Inc | 5,834,766 | $5.97 億 | 2.42% | −444,786−7.1% | 減碼 |
| 1832 Asset Management L.P. | 4,752,130 | $4.86 億 | 0.94% | +2,058,609+76.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 3,727,837 | $4.74 億 | 0.38% | +248,424+7.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,470,820 | $4.58 億 | 2.33% | +62,881+1.4% | 加碼 |
| Canada Pension Plan Investment Board | 3,900,000 | $4.00 億 | 0.48% | +2,265,000+138.5% | 加碼 |
| Legal & General Group Plc | 3,680,360 | $3.78 億 | 0.13% | +308,618+9.2% | 加碼 |
| Guardian Capital LP | 3,628,192 | $3.72 億 | 7.30% | −264,020−6.8% | 減碼 |
| Fiera Capital Corp | 3,556,759 | $3.65 億 | 0.93% | +109,746+3.2% | 加碼 |
| Beutel, Goodman & Co Ltd. | 3,515,597 | $3.59 億 | 2.13% | −180,000−4.9% | 減碼 |
| Dimensional Fund Advisors LP | 3,303,614 | $3.39 億 | 0.11% | −1980.0% | 減碼 |
| FMR LLC | 2,872,910 | $2.94 億 | 0.02% | +23,178+0.8% | 加碼 |
| Letko, Brosseau & Associates Inc | 2,742,805 | $2.81 億 | 3.75% | −199,039−6.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,509,292 | $2.57 億 | 0.57% | +301,900+13.7% | 加碼 |
| Scotia Capital Inc. | 2,401,710 | $2.46 億 | 1.84% | +65,319+2.8% | 加碼 |
| JPMorgan Chase & Co | 2,157,041 | $2.21 億 | 0.03% | −74,243−3.3% | 減碼 |
| Franklin Resources Inc | 2,154,729 | $2.21 億 | 0.08% | −104,083−4.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,891,238 | $1.94 億 | 0.11% | −48,884−2.5% | 減碼 |
| Bank of America Corp | 1,529,704 | $1.57 億 | 0.02% | +183,653+13.6% | 加碼 |
| Geode Capital Management, LLC | 1,489,484 | $1.53 億 | 0.02% | +160,368+12.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,399,131 | $1.43 億 | 1.45% | −42,741−3.0% | 減碼 |
| Newport Trust Co | 1,352,711 | $1.39 億 | 0.35% | −19,367−1.4% | 減碼 |
| Cardinal Capital Management, Inc. | 1,310,596 | $1.34 億 | 7.26% | −71,973−5.2% | 減碼 |
| Credit Suisse AG | 1,305,118 | $1.33 億 | 0.10% | −325,870−20.0% | 減碼 |
| Alberta Investment Management Corp | 1,251,975 | $1.28 億 | 1.07% | +231,850+22.7% | 加碼 |
| Triasima Portfolio Management inc. | 1,165,815 | $1.20 億 | 5.83% | +9,015+0.8% | 加碼 |
| Intact Investment Management Inc. | 909,343 | $1.15 億 | 3.27% | −369,400−28.9% | 減碼 |
| Invesco Ltd. | 1,047,068 | $1.07 億 | 0.03% | +198,893+23.4% | 加碼 |
| Goldman Sachs Group Inc | 966,620 | $9,914 萬 | 0.03% | −443,562−31.5% | 減碼 |
| Two Sigma Investments, LP | 956,327 | $9,808 萬 | 0.26% | −571,570−37.4% | 減碼 |
| Cidel Asset Management Inc | 927,296 | $9,515 萬 | 3.85% | +34,388+3.9% | 加碼 |
| Agf Investments Inc. | 805,345 | $8,255 萬 | 0.62% | −124,548−13.4% | 減碼 |
| Marshall Wace Asia Ltd | 784,702 | $8,052 萬 | 1.70% | +23,257+3.1% | 加碼 |
| Public Sector Pension Investment Board | 761,221 | $7,811 萬 | 0.49% | +46,613+6.5% | 加碼 |
| Bank of New York Mellon Corp | 760,135 | $7,796 萬 | 0.02% | −31,712−4.0% | 減碼 |
| Amundi | 737,534 | $7,564 萬 | 0.05% | +737,534 | 新進 |
| British Columbia Investment Management Corp | 711,752 | $7,294 萬 | 0.45% | +235,419+49.4% | 加碼 |
| Deutsche Bank AG | 695,742 | $7,136 萬 | 0.03% | +57,701+9.0% | 加碼 |
| Value Partners Investments Inc. | 684,979 | $7,022 萬 | 5.73% | −13,970−2.0% | 減碼 |
| Bank of Nova Scotia Trust Co | 683,747 | $7,013 萬 | 6.19% | −5,765−0.8% | 減碼 |
| Man Group plc | 673,404 | $6,909 萬 | 0.24% | −497,050−42.5% | 減碼 |
| FIL Ltd | 669,392 | $6,861 萬 | 0.07% | +21,919+3.4% | 加碼 |
| Morgan Stanley | 666,696 | $6,838 萬 | 0.01% | −505,492−43.1% | 減碼 |
| Massachusetts Financial Services Co | 653,149 | $6,699 萬 | 0.02% | −9,915−1.5% | 減碼 |
| M&G Investment Management Ltd | 631,952 | $6,473 萬 | 0.34% | −33,329−5.0% | 減碼 |
| First Trust Advisors LP | 571,691 | $5,863 萬 | 0.06% | −83,846−12.8% | 減碼 |
| HSBC Holdings PLC | 567,099 | $5,814 萬 | 0.07% | +109,077+23.8% | 加碼 |
| Great West Life Assurance Co | 488,662 | $5,010 萬 | 0.11% | +10,687+2.2% | 加碼 |
| Allianz Asset Management GmbH | 472,771 | $4,851 萬 | 0.04% | +273,298+137.0% | 加碼 |
| Northern Trust Corp | 463,571 | $4,754 萬 | 0.01% | −89,981−16.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 394,900 | $4,052 萬 | 0.20% | +349,900+777.6% | 加碼 |
| BlackRock Inc. | 393,410 | $4,035 萬 | 0.00% | +9,000+2.3% | 加碼 |
| AMF Pensionsforsakring AB | 369,451 | $3,792 萬 | 0.26% | +18,863+5.4% | 加碼 |
| MUFG Securities (Canada), Ltd. | 344,522 | $3,535 萬 | 1.70% | +175+0.1% | 加碼 |
| Todd Asset Management LLC | 344,230 | $3,530 萬 | 0.80% | −49,935−12.7% | 減碼 |
| Guardian Capital Advisors LP | 331,838 | $3,412 萬 | 3.50% | −3,290−1.0% | 減碼 |
| Russell Investments Group, Ltd. | 328,299 | $3,368 萬 | 0.06% | +35,427+12.1% | 加碼 |
| AXA S.A. | 303,418 | $3,112 萬 | 0.09% | −28,105−8.5% | 減碼 |
| Parametric Portfolio Associates LLC | 292,646 | $3,001 萬 | 0.02% | +22,491+8.3% | 加碼 |
| Korea Investment CORP | 272,600 | $2,797 萬 | 0.08% | −13,700−4.8% | 減碼 |
| Quadrature Capital Ltd | 268,800 | $2,756 萬 | 1.05% | +268,800 | 新進 |
| Pictet Asset Management Ltd | 256,558 | $2,633 萬 | 0.03% | −15,327−5.6% | 減碼 |
| Polar Asset Management Partners Inc. | 251,637 | $2,581 萬 | 0.32% | +251,637 | 新進 |
| Pendal Group Limited | 248,198 | $2,544 萬 | 0.23% | +130,862+111.5% | 加碼 |
| Barometer Capital Management Inc. | 187,070 | $2,357 萬 | 4.51% | −24,780−11.7% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $2,301 萬 | 0.25% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 223,571 | $2,293 萬 | 0.14% | +71,987+47.5% | 加碼 |
| Rempart Asset Management Inc. | 223,350 | $2,287 萬 | 4.73% | −7,765−3.4% | 減碼 |
| AMP Capital Investors Ltd | 222,690 | $2,284 萬 | 0.11% | −775−0.3% | 減碼 |
| Aviva PLC | 221,588 | $2,271 萬 | 0.10% | +8,045+3.8% | 加碼 |
| Janus Henderson Group PLC | 203,686 | $2,090 萬 | 0.01% | +13,154+6.9% | 加碼 |
| Hillsdale Investment Management Inc. | 200,580 | $2,055 萬 | 1.64% | +3,540+1.8% | 加碼 |
| Gluskin Sheff & Assoc Inc | 191,387 | $1,963 萬 | 0.91% | +8,853+4.9% | 加碼 |
| Dorchester Wealth Management Co | 190,784 | $1,956 萬 | 4.48% | −4,583−2.3% | 減碼 |
| Neuberger Berman Group LLC | 186,792 | $1,938 萬 | 0.02% | −60,945−24.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 188,625 | $1,936 萬 | 0.13% | +165,763+725.1% | 加碼 |
| UBS Group AG | 188,647 | $1,935 萬 | 0.01% | −29,647−13.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 188,020 | $1,928 萬 | 0.18% | −33,000−14.9% | 減碼 |
| Wells Fargo & Company | 187,228 | $1,921 萬 | 0.00% | +80,449+75.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 176,268 | $1,786 萬 | 0.05% | +22,309+14.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 174,097 | $1,786 萬 | 0.36% | −129,715−42.7% | 減碼 |
| State of Wisconsin Investment Board | 172,858 | $1,774 萬 | 0.04% | −11,671−6.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 161,120 | $1,671 萬 | 0.09% | −2,007−1.2% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 162,730 | $1,668 萬 | 1.21% | −2,120−1.3% | 減碼 |
| Forsta Ap-Fonden | 159,700 | $1,639 萬 | 0.19% | +4,200+2.7% | 加碼 |
| St Germain D J Co Inc | 156,544 | $1,606 萬 | 1.01% | −7,583−4.6% | 減碼 |
| APG Asset Management N.V. | 180,575 | $1,562 萬 | 0.03% | −76,100−29.6% | 減碼 |
| Jarislowsky, Fraser Ltd | 143,450 | $1,472 萬 | 0.07% | −3,552−2.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 141,700 | $1,452 萬 | 0.16% | +46,000+48.1% | 加碼 |
| Federated Hermes, Inc. | 133,006 | $1,364 萬 | 0.03% | +2,441+1.9% | 加碼 |
| Burgundy Asset Management Ltd. | 130,000 | $1,333 萬 | 0.13% | 00.0% | 不變 |