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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 927,296 | $9,515 萬 | 3.85% | +34,388+3.9% | 加碼 |
| Two Sigma Investments, LP | 956,327 | $9,808 萬 | 0.26% | −571,570−37.4% | 減碼 |
| Goldman Sachs Group Inc | 966,620 | $9,914 萬 | 0.03% | −443,562−31.5% | 減碼 |
| Invesco Ltd. | 1,047,068 | $1.07 億 | 0.03% | +198,893+23.4% | 加碼 |
| Intact Investment Management Inc. | 909,343 | $1.15 億 | 3.27% | −369,400−28.9% | 減碼 |
| Triasima Portfolio Management inc. | 1,165,815 | $1.20 億 | 5.83% | +9,015+0.8% | 加碼 |
| Alberta Investment Management Corp | 1,251,975 | $1.28 億 | 1.07% | +231,850+22.7% | 加碼 |
| Credit Suisse AG | 1,305,118 | $1.33 億 | 0.10% | −325,870−20.0% | 減碼 |
| Cardinal Capital Management, Inc. | 1,310,596 | $1.34 億 | 7.26% | −71,973−5.2% | 減碼 |
| Newport Trust Co | 1,352,711 | $1.39 億 | 0.35% | −19,367−1.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,399,131 | $1.43 億 | 1.45% | −42,741−3.0% | 減碼 |
| Geode Capital Management, LLC | 1,489,484 | $1.53 億 | 0.02% | +160,368+12.1% | 加碼 |
| Bank of America Corp | 1,529,704 | $1.57 億 | 0.02% | +183,653+13.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,891,238 | $1.94 億 | 0.11% | −48,884−2.5% | 減碼 |
| Franklin Resources Inc | 2,154,729 | $2.21 億 | 0.08% | −104,083−4.6% | 減碼 |
| JPMorgan Chase & Co | 2,157,041 | $2.21 億 | 0.03% | −74,243−3.3% | 減碼 |
| Scotia Capital Inc. | 2,401,710 | $2.46 億 | 1.84% | +65,319+2.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,509,292 | $2.57 億 | 0.57% | +301,900+13.7% | 加碼 |
| Letko, Brosseau & Associates Inc | 2,742,805 | $2.81 億 | 3.75% | −199,039−6.8% | 減碼 |
| FMR LLC | 2,872,910 | $2.94 億 | 0.02% | +23,178+0.8% | 加碼 |
| Dimensional Fund Advisors LP | 3,303,614 | $3.39 億 | 0.11% | −1980.0% | 減碼 |
| Beutel, Goodman & Co Ltd. | 3,515,597 | $3.59 億 | 2.13% | −180,000−4.9% | 減碼 |
| Fiera Capital Corp | 3,556,759 | $3.65 億 | 0.93% | +109,746+3.2% | 加碼 |
| Guardian Capital LP | 3,628,192 | $3.72 億 | 7.30% | −264,020−6.8% | 減碼 |
| Legal & General Group Plc | 3,680,360 | $3.78 億 | 0.13% | +308,618+9.2% | 加碼 |
| Canada Pension Plan Investment Board | 3,900,000 | $4.00 億 | 0.48% | +2,265,000+138.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,470,820 | $4.58 億 | 2.33% | +62,881+1.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 3,727,837 | $4.74 億 | 0.38% | +248,424+7.1% | 加碼 |
| 1832 Asset Management L.P. | 4,752,130 | $4.86 億 | 0.94% | +2,058,609+76.4% | 加碼 |
| CIBC Asset Management Inc | 5,834,766 | $5.97 億 | 2.42% | −444,786−7.1% | 減碼 |
| Norges Bank | 7,071,351 | $7.25 億 | 0.16% | −83,480−1.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 8,063,300 | $8.27 億 | 1.79% | −2,456,700−23.4% | 減碼 |
| Toronto Dominion Bank | 8,074,033 | $8.28 億 | 1.28% | −835,686−9.4% | 減碼 |
| Mackenzie Financial Corp | 11,230,451 | $11.5 億 | 1.60% | +145,907+1.3% | 加碼 |
| Bank of Nova Scotia | 11,548,599 | $11.8 億 | 2.22% | +2,864,627+33.0% | 加碼 |
| CIBC World Markets Inc. | 12,177,741 | $12.5 億 | 3.65% | −1,113,684−8.4% | 減碼 |
| TD Asset Management Inc | 14,888,431 | $14.7 億 | 1.50% | −104,336−0.7% | 減碼 |
| Vanguard Group Inc | 19,947,146 | $20.5 億 | 0.05% | +418,675+2.1% | 加碼 |
| Bank of Montreal | 25,103,492 | $26.5 億 | 1.38% | +2,165,014+9.4% | 加碼 |
| Royal Bank of Canada | 56,556,088 | $58.0 億 | 1.63% | −1,039,795−1.8% | 減碼 |
| Omers Administration Corp | 0 | $0 | 0.00% | −2,116,033−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −462,900−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −248,895−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −187,319−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,042−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −27,252−100.0% | 清倉 |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −17,177−100.0% | 清倉 |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −10,389−100.0% | 清倉 |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −8,200−100.0% | 清倉 |
| Vaughan & Co Securities, Inc. | 0 | $0 | 0.00% | −7,499−100.0% | 清倉 |
| Camden Capital, LLC | 0 | $0 | 0.00% | −4,552−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,672−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,509−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,904−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −2,723−100.0% | 清倉 |
| BSW Wealth Partners | 0 | $0 | 0.00% | −2,558−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −2,293−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,441−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,042−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −733−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −339−100.0% | 清倉 |
| Manchester Financial Inc | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −158−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | 本季未申報 |