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 3 季 13F 持有人
Bank of Montreal 在 2021/9/30 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
- 459
- 較 2021 年第 2 季 +24 家
- 持有股數
- 2.75 億
- 較 2021 年第 2 季 +151.4 萬 (+0.6%)
- 總市值
- $276.6 億
- 較 2021 年第 2 季 −$5.67 億 (−2.0%)
- 新進機構
- 54
- 另有 157 家加碼
- 清倉機構
- 30
- 另有 125 家減碼
另有 5 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| US Bancorp | 28,129 | $280.5 萬 | 0.01% | +3,371+13.6% | 加碼 |
| Credential Qtrade Securities Inc. | 29,031 | $289.9 萬 | 0.22% | +56+0.2% | 加碼 |
| Pendal Group Limited | 30,317 | $302.3 萬 | 0.02% | −217,881−87.8% | 減碼 |
| Ensign Peak Advisors, Inc | 30,429 | $303.1 萬 | 0.01% | +400+1.3% | 加碼 |
| Addenda Capital Inc. | 24,982 | $315.9 萬 | 0.15% | +156+0.6% | 加碼 |
| Silver Lake Advisory, LLC | 31,698 | $316.1 萬 | 1.56% | −790−2.4% | 減碼 |
| LSV Asset Management | 32,900 | $328.1 萬 | 0.01% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 33,380 | $333.2 萬 | 0.58% | +4,310+14.8% | 加碼 |
| Envestnet Asset Management Inc | 34,304 | $342.1 萬 | 0.00% | −470−1.4% | 減碼 |
| Ameriprise Financial Inc | 34,837 | $347.4 萬 | 0.00% | +896+2.6% | 加碼 |
| Baird Financial Group, Inc. | 35,475 | $353.8 萬 | 0.01% | +338+1.0% | 加碼 |
| Advisor Group Holdings, Inc. | 35,488 | $354.6 萬 | 0.01% | −952−2.6% | 減碼 |
| Brewin Dolphin Ltd | 36,529 | $364.3 萬 | 0.15% | −1,762−4.6% | 減碼 |
| American Century Companies Inc | 36,940 | $368.8 萬 | 0.00% | +2,017+5.8% | 加碼 |
| Rathbone Brothers plc | 37,815 | $377.4 萬 | 0.04% | −910−2.3% | 減碼 |
| Private Advisor Group, LLC | 39,121 | $390.2 萬 | 0.02% | +18,710+91.7% | 加碼 |
| Rockefeller Capital Management L.P. | 42,984 | $428.6 萬 | 0.02% | +2,374+5.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 43,893 | $437.7 萬 | 0.10% | +746+1.7% | 加碼 |
| Shell Asset Management Co | 46,343 | $462.6 萬 | 0.10% | −5,912−11.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 50,343 | $502.9 萬 | 0.09% | +50,343 | 新進 |
| Twin Tree Management, LP | 51,515 | $513.8 萬 | 0.15% | +51,515 | 新進 |
| Natixis | 51,662 | $515.6 萬 | 0.02% | −2,725−5.0% | 減碼 |
| Stifel Financial Corp | 53,156 | $530.1 萬 | 0.01% | +7,440+16.3% | 加碼 |
| Cumberland Partners Ltd | 53,906 | $537.9 萬 | 0.44% | +3,750+7.5% | 加碼 |
| HAP Trading, LLC | 54,352 | $542.1 萬 | 0.40% | +54,352 | 新進 |
| Alliancebernstein L.P. | 54,709 | $545.6 萬 | 0.00% | −584−1.1% | 減碼 |
| Legacy Capital Partners, Inc. | 55,593 | $554.4 萬 | 2.01% | +95+0.2% | 加碼 |
| LPL Financial LLC | 55,698 | $555.5 萬 | 0.01% | +1,058+1.9% | 加碼 |
| M&T Bank Corp | 58,525 | $583.8 萬 | 0.03% | +129+0.2% | 加碼 |
| AlphaCrest Capital Management LLC | 61,198 | $610.3 萬 | 0.32% | −34,119−35.8% | 減碼 |
| Virginia Retirement Systems Et Al | 61,200 | $610.9 萬 | 0.06% | +900+1.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 64,829 | $647.2 萬 | 0.21% | +285+0.4% | 加碼 |
| Azimuth Capital Management LLC | 67,613 | $674.3 萬 | 0.29% | +554+0.8% | 加碼 |
| Westpac Banking Corp | 53,342 | $674.5 萬 | 0.07% | −5,632−9.5% | 減碼 |
| Capital Fund Management S.A. | 75,940 | $757.3 萬 | 0.20% | −14,001−15.6% | 減碼 |
| Claret Asset Management Corp | 76,619 | $764.0 萬 | 1.31% | +2,122+2.8% | 加碼 |
| Raymond James & Associates | 79,024 | $787.8 萬 | 0.01% | −1,278−1.6% | 減碼 |
| Marshall Wace North America L.P. | 82,420 | $822.5 萬 | 0.04% | +6,170+8.1% | 加碼 |
| Investment Management Corp of Ontario | 82,820 | $825.9 萬 | 0.53% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 83,290 | $830.7 萬 | 0.81% | +95+0.1% | 加碼 |
| APG Asset Management N.V. | 97,075 | $836.0 萬 | 0.01% | −83,500−46.2% | 減碼 |
| Eaton Vance Management | 91,517 | $879.7 萬 | 0.01% | +94+0.1% | 加碼 |
| Wellington Management Group LLP | 90,387 | $902.2 萬 | 0.00% | +39,971+79.3% | 加碼 |
| Two Sigma Advisers, LP | 90,619 | $903.7 萬 | 0.02% | +90,619 | 新進 |
| PCJ Investment Counsel Ltd. | 92,510 | $922.5 萬 | 3.32% | −19,390−17.3% | 減碼 |
| K.J. Harrison & Partners Inc | 94,427 | $942.5 萬 | 1.37% | +739+0.8% | 加碼 |
| American Assets Investment Management, LLC | 96,000 | $957.4 萬 | 1.19% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 62,771 | $1,012 萬 | 0.02% | −10,475−14.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 102,228 | $1,020 萬 | 0.11% | +102,228 | 新進 |
| ClariVest Asset Management LLC | 103,256 | $1,031 萬 | 0.33% | +103,256 | 新進 |
| Schroder Investment Management Group | 83,083 | $1,051 萬 | 0.02% | −7,382−8.2% | 減碼 |
| STRS Ohio | 116,600 | $1,164 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 121,287 | $1,210 萬 | 0.43% | +8,728+7.8% | 加碼 |
| Burgundy Asset Management Ltd. | 130,000 | $1,298 萬 | 0.13% | 00.0% | 不變 |
| Marshall Wace, LLP | 131,628 | $1,314 萬 | 0.07% | +2,592+2.0% | 加碼 |
| NN Investment Partners Holdings N.V. | 131,869 | $1,315 萬 | 0.07% | +4,246+3.3% | 加碼 |
| Citigroup Inc | 133,085 | $1,328 萬 | 0.01% | +5,364+4.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 133,900 | $1,337 萬 | 0.15% | −7,800−5.5% | 減碼 |
| Barclays PLC | 134,518 | $1,342 萬 | 0.01% | +8,649+6.9% | 加碼 |
| Korea Investment CORP | 134,600 | $1,344 萬 | 0.04% | −138,000−50.6% | 減碼 |
| Federated Hermes, Inc. | 136,580 | $1,362 萬 | 0.03% | +3,574+2.7% | 加碼 |
| USS Investment Management Ltd | 142,868 | $1,426 萬 | 0.12% | +142,868 | 新進 |
| Jarislowsky, Fraser Ltd | 147,170 | $1,469 萬 | 0.07% | +3,720+2.6% | 加碼 |
| Jane Street Group, LLC | 147,448 | $1,471 萬 | 0.04% | +51,491+53.7% | 加碼 |
| St Germain D J Co Inc | 148,299 | $1,479 萬 | 0.91% | −8,245−5.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 151,514 | $1,511 萬 | 0.02% | +59,114+64.0% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 164,770 | $1,643 萬 | 1.17% | +2,040+1.3% | 加碼 |
| Man Group plc | 168,551 | $1,682 萬 | 0.06% | −504,853−75.0% | 減碼 |
| Forsta Ap-Fonden | 169,200 | $1,689 萬 | 0.19% | +9,500+5.9% | 加碼 |
| Hillsdale Investment Management Inc. | 174,230 | $1,738 萬 | 1.34% | −26,350−13.1% | 減碼 |
| AMP Capital Investors Ltd | 179,047 | $1,787 萬 | 0.10% | −43,643−19.6% | 減碼 |
| Dorchester Wealth Management Co | 181,364 | $1,798 萬 | 4.43% | −9,420−4.9% | 減碼 |
| Neuberger Berman Group LLC | 184,065 | $1,861 萬 | 0.02% | −2,727−1.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 187,726 | $1,874 萬 | 0.13% | −899−0.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 188,020 | $1,875 萬 | 0.17% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 188,958 | $1,886 萬 | 0.04% | +16,100+9.3% | 加碼 |
| UBS Group AG | 191,093 | $1,906 萬 | 0.01% | +2,446+1.3% | 加碼 |
| Citadel Advisors LLC | 195,610 | $1,951 萬 | 0.02% | +95,545+95.5% | 加碼 |
| Janus Henderson Group PLC | 196,346 | $1,961 萬 | 0.01% | −7,340−3.6% | 減碼 |
| Wells Fargo & Company | 197,539 | $1,970 萬 | 0.00% | +10,311+5.5% | 加碼 |
| Aviva PLC | 198,129 | $1,971 萬 | 0.09% | −23,459−10.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 199,636 | $2,003 萬 | 0.06% | +23,368+13.3% | 加碼 |
| Gluskin Sheff & Assoc Inc | 200,893 | $2,005 萬 | 0.84% | +9,506+5.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 206,775 | $2,064 萬 | 0.11% | +45,655+28.3% | 加碼 |
| Russell Investments Group, Ltd. | 206,837 | $2,064 萬 | 0.03% | −121,462−37.0% | 減碼 |
| AXA S.A. | 213,196 | $2,126 萬 | 0.06% | −90,222−29.7% | 減碼 |
| Rempart Asset Management Inc. | 221,095 | $2,207 萬 | 4.65% | −2,255−1.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $2,227 萬 | 0.24% | 00.0% | 不變 |
| Barometer Capital Management Inc. | 185,420 | $2,327 萬 | 4.49% | −1,650−0.9% | 減碼 |
| Pictet Asset Management SA | 253,257 | $2,528 萬 | 0.03% | +253,257 | 新進 |
| Quadrature Capital Ltd | 275,800 | $2,733 萬 | 0.99% | +7,000+2.6% | 加碼 |
| Parametric Portfolio Associates LLC | 302,534 | $3,017 萬 | 0.02% | +9,888+3.4% | 加碼 |
| Northern Trust Corp | 310,516 | $3,097 萬 | 0.01% | −153,055−33.0% | 減碼 |
| AMF Pensionsforsakring AB | 312,910 | $3,124 萬 | 0.23% | −56,541−15.3% | 減碼 |
| Guardian Capital Advisors LP | 334,536 | $3,360 萬 | 3.49% | +2,698+0.8% | 加碼 |
| MUFG Securities (Canada), Ltd. | 346,023 | $3,461 萬 | 1.40% | +1,501+0.4% | 加碼 |
| Todd Asset Management LLC | 348,912 | $3,480 萬 | 0.80% | +4,682+1.4% | 加碼 |
| British Columbia Investment Management Corp | 368,506 | $3,675 萬 | 0.22% | −343,246−48.2% | 減碼 |
| BlackRock Inc. | 393,368 | $3,923 萬 | 0.00% | −420.0% | 減碼 |
| Public Sector Pension Investment Board | 440,781 | $4,400 萬 | 0.26% | −320,440−42.1% | 減碼 |