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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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 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 38,725 | $397.4 萬 | 0.04% | −190−0.5% | 減碼 |
| Rockefeller Capital Management L.P. | 40,610 | $416.4 萬 | 0.02% | +24,665+154.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 43,147 | $442.5 萬 | 0.10% | −5,943−12.1% | 減碼 |
| Acadian Asset Management LLC | 43,439 | $445.7 萬 | 0.02% | −299,145−87.3% | 減碼 |
| Stifel Financial Corp | 45,716 | $468.9 萬 | 0.01% | +1,405+3.2% | 加碼 |
| Cumberland Partners Ltd | 50,156 | $514.2 萬 | 0.40% | −1,804−3.5% | 減碼 |
| Wellington Management Group LLP | 50,416 | $517.3 萬 | 0.00% | +42,354+525.4% | 加碼 |
| Shell Asset Management Co | 52,255 | $536.2 萬 | 0.10% | −18,144−25.8% | 減碼 |
| Natixis | 54,387 | $558.1 萬 | 0.02% | +28,180+107.5% | 加碼 |
| LPL Financial LLC | 54,640 | $560.4 萬 | 0.01% | −668−1.2% | 減碼 |
| Alliancebernstein L.P. | 55,293 | $567.1 萬 | 0.00% | −11,771−17.6% | 減碼 |
| Legacy Capital Partners, Inc. | 55,498 | $569.2 萬 | 2.04% | +350+0.6% | 加碼 |
| M&T Bank Corp | 58,396 | $598.9 萬 | 0.03% | +560+1.0% | 加碼 |
| Westpac Banking Corp | 58,974 | $605.1 萬 | 0.06% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 60,300 | $618.7 萬 | 0.06% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 64,544 | $661.6 萬 | 0.21% | +43,460+206.1% | 加碼 |
| Azimuth Capital Management LLC | 67,059 | $687.8 萬 | 0.30% | +2,480+3.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 73,246 | $750.9 萬 | 0.02% | +73,246 | 新進 |
| Claret Asset Management Corp | 74,497 | $763.4 萬 | 1.25% | +367+0.5% | 加碼 |
| Marshall Wace North America L.P. | 76,250 | $782.3 萬 | 0.03% | −195,230−71.9% | 減碼 |
| Raymond James & Associates | 80,302 | $822.9 萬 | 0.01% | +3,991+5.2% | 加碼 |
| Investment Management Corp of Ontario | 82,820 | $849.4 萬 | 0.37% | +82,820 | 新進 |
| HighPoint Advisor Group LLC | 83,195 | $853.2 萬 | 0.86% | −10.0% | 減碼 |
| Capital Fund Management S.A. | 89,941 | $922.4 萬 | 0.25% | −7,271−7.5% | 減碼 |
| Eaton Vance Management | 91,423 | $937.6 萬 | 0.01% | +61,516+205.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 92,400 | $947.0 萬 | 0.01% | −15,100−14.0% | 減碼 |
| K.J. Harrison & Partners Inc | 93,688 | $961.3 萬 | 1.38% | −17,073−15.4% | 減碼 |
| AlphaCrest Capital Management LLC | 95,317 | $977.6 萬 | 0.42% | +67,911+247.8% | 加碼 |
| Jane Street Group, LLC | 95,957 | $984.1 萬 | 0.02% | +43,114+81.6% | 加碼 |
| American Assets Investment Management, LLC | 96,000 | $984.6 萬 | 1.29% | 00.0% | 不變 |
| Citadel Advisors LLC | 100,065 | $1,026 萬 | 0.01% | +57,601+135.6% | 加碼 |
| PCJ Investment Counsel Ltd. | 111,900 | $1,147 萬 | 4.30% | +740+0.7% | 加碼 |
| Schroder Investment Management Group | 90,465 | $1,149 萬 | 0.01% | −1,880−2.0% | 減碼 |
| Pinnacle Financial Partners Inc | 112,559 | $1,155 萬 | 0.47% | +1,709+1.5% | 加碼 |
| Pinnacle Wealth Advisors | 112,559 | $1,155 萬 | 0.47% | +112,559 | 新進 |
| STRS Ohio | 116,600 | $1,196 萬 | 0.04% | +50,000+75.1% | 加碼 |
| Barclays PLC | 125,869 | $1,291 萬 | 0.01% | +47,678+61.0% | 加碼 |
| NN Investment Partners Holdings N.V. | 127,623 | $1,309 萬 | 0.07% | +11,697+10.1% | 加碼 |
| Citigroup Inc | 127,721 | $1,311 萬 | 0.01% | −33,051−20.6% | 減碼 |
| Marshall Wace, LLP | 129,036 | $1,324 萬 | 0.07% | −299,290−69.9% | 減碼 |
| Burgundy Asset Management Ltd. | 130,000 | $1,333 萬 | 0.13% | 00.0% | 不變 |
| Federated Hermes, Inc. | 133,006 | $1,364 萬 | 0.03% | +2,441+1.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 141,700 | $1,452 萬 | 0.16% | +46,000+48.1% | 加碼 |
| Jarislowsky, Fraser Ltd | 143,450 | $1,472 萬 | 0.07% | −3,552−2.4% | 減碼 |
| APG Asset Management N.V. | 180,575 | $1,562 萬 | 0.03% | −76,100−29.6% | 減碼 |
| St Germain D J Co Inc | 156,544 | $1,606 萬 | 1.01% | −7,583−4.6% | 減碼 |
| Forsta Ap-Fonden | 159,700 | $1,639 萬 | 0.19% | +4,200+2.7% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 162,730 | $1,668 萬 | 1.21% | −2,120−1.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 161,120 | $1,671 萬 | 0.09% | −2,007−1.2% | 減碼 |
| State of Wisconsin Investment Board | 172,858 | $1,774 萬 | 0.04% | −11,671−6.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 174,097 | $1,786 萬 | 0.36% | −129,715−42.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 176,268 | $1,786 萬 | 0.05% | +22,309+14.5% | 加碼 |
| Wells Fargo & Company | 187,228 | $1,921 萬 | 0.00% | +80,449+75.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 188,020 | $1,928 萬 | 0.18% | −33,000−14.9% | 減碼 |
| UBS Group AG | 188,647 | $1,935 萬 | 0.01% | −29,647−13.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 188,625 | $1,936 萬 | 0.13% | +165,763+725.1% | 加碼 |
| Neuberger Berman Group LLC | 186,792 | $1,938 萬 | 0.02% | −60,945−24.6% | 減碼 |
| Dorchester Wealth Management Co | 190,784 | $1,956 萬 | 4.48% | −4,583−2.3% | 減碼 |
| Gluskin Sheff & Assoc Inc | 191,387 | $1,963 萬 | 0.91% | +8,853+4.9% | 加碼 |
| Hillsdale Investment Management Inc. | 200,580 | $2,055 萬 | 1.64% | +3,540+1.8% | 加碼 |
| Janus Henderson Group PLC | 203,686 | $2,090 萬 | 0.01% | +13,154+6.9% | 加碼 |
| Aviva PLC | 221,588 | $2,271 萬 | 0.10% | +8,045+3.8% | 加碼 |
| AMP Capital Investors Ltd | 222,690 | $2,284 萬 | 0.11% | −775−0.3% | 減碼 |
| Rempart Asset Management Inc. | 223,350 | $2,287 萬 | 4.73% | −7,765−3.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 223,571 | $2,293 萬 | 0.14% | +71,987+47.5% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $2,301 萬 | 0.25% | 00.0% | 不變 |
| Barometer Capital Management Inc. | 187,070 | $2,357 萬 | 4.51% | −24,780−11.7% | 減碼 |
| Pendal Group Limited | 248,198 | $2,544 萬 | 0.23% | +130,862+111.5% | 加碼 |
| Polar Asset Management Partners Inc. | 251,637 | $2,581 萬 | 0.32% | +251,637 | 新進 |
| Pictet Asset Management Ltd | 256,558 | $2,633 萬 | 0.03% | −15,327−5.6% | 減碼 |
| Quadrature Capital Ltd | 268,800 | $2,756 萬 | 1.05% | +268,800 | 新進 |
| Korea Investment CORP | 272,600 | $2,797 萬 | 0.08% | −13,700−4.8% | 減碼 |
| Parametric Portfolio Associates LLC | 292,646 | $3,001 萬 | 0.02% | +22,491+8.3% | 加碼 |
| AXA S.A. | 303,418 | $3,112 萬 | 0.09% | −28,105−8.5% | 減碼 |
| Russell Investments Group, Ltd. | 328,299 | $3,368 萬 | 0.06% | +35,427+12.1% | 加碼 |
| Guardian Capital Advisors LP | 331,838 | $3,412 萬 | 3.50% | −3,290−1.0% | 減碼 |
| Todd Asset Management LLC | 344,230 | $3,530 萬 | 0.80% | −49,935−12.7% | 減碼 |
| MUFG Securities (Canada), Ltd. | 344,522 | $3,535 萬 | 1.70% | +175+0.1% | 加碼 |
| AMF Pensionsforsakring AB | 369,451 | $3,792 萬 | 0.26% | +18,863+5.4% | 加碼 |
| BlackRock Inc. | 393,410 | $4,035 萬 | 0.00% | +9,000+2.3% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 394,900 | $4,052 萬 | 0.20% | +349,900+777.6% | 加碼 |
| Northern Trust Corp | 463,571 | $4,754 萬 | 0.01% | −89,981−16.3% | 減碼 |
| Allianz Asset Management GmbH | 472,771 | $4,851 萬 | 0.04% | +273,298+137.0% | 加碼 |
| Great West Life Assurance Co | 488,662 | $5,010 萬 | 0.11% | +10,687+2.2% | 加碼 |
| HSBC Holdings PLC | 567,099 | $5,814 萬 | 0.07% | +109,077+23.8% | 加碼 |
| First Trust Advisors LP | 571,691 | $5,863 萬 | 0.06% | −83,846−12.8% | 減碼 |
| M&G Investment Management Ltd | 631,952 | $6,473 萬 | 0.34% | −33,329−5.0% | 減碼 |
| Massachusetts Financial Services Co | 653,149 | $6,699 萬 | 0.02% | −9,915−1.5% | 減碼 |
| Morgan Stanley | 666,696 | $6,838 萬 | 0.01% | −505,492−43.1% | 減碼 |
| FIL Ltd | 669,392 | $6,861 萬 | 0.07% | +21,919+3.4% | 加碼 |
| Man Group plc | 673,404 | $6,909 萬 | 0.24% | −497,050−42.5% | 減碼 |
| Bank of Nova Scotia Trust Co | 683,747 | $7,013 萬 | 6.19% | −5,765−0.8% | 減碼 |
| Value Partners Investments Inc. | 684,979 | $7,022 萬 | 5.73% | −13,970−2.0% | 減碼 |
| Deutsche Bank AG | 695,742 | $7,136 萬 | 0.03% | +57,701+9.0% | 加碼 |
| British Columbia Investment Management Corp | 711,752 | $7,294 萬 | 0.45% | +235,419+49.4% | 加碼 |
| Amundi | 737,534 | $7,564 萬 | 0.05% | +737,534 | 新進 |
| Bank of New York Mellon Corp | 760,135 | $7,796 萬 | 0.02% | −31,712−4.0% | 減碼 |
| Public Sector Pension Investment Board | 761,221 | $7,811 萬 | 0.49% | +46,613+6.5% | 加碼 |
| Marshall Wace Asia Ltd | 784,702 | $8,052 萬 | 1.70% | +23,257+3.1% | 加碼 |
| Agf Investments Inc. | 805,345 | $8,255 萬 | 0.62% | −124,548−13.4% | 減碼 |