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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 452,748 | $4,515 萬 | 0.25% | +229,177+102.5% | 加碼 |
| Millennium Management LLC | 460,438 | $4,598 萬 | 0.06% | +450,294+4,439.0% | 加碼 |
| Allianz Asset Management GmbH | 480,251 | $4,794 萬 | 0.04% | +7,480+1.6% | 加碼 |
| HSBC Holdings PLC | 485,513 | $4,855 萬 | 0.06% | −81,586−14.4% | 減碼 |
| Great West Life Assurance Co | 487,210 | $4,892 萬 | 0.11% | −1,452−0.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 541,900 | $5,409 萬 | 0.27% | +147,000+37.2% | 加碼 |
| M&G Investment Management Ltd | 576,423 | $5,727 萬 | 0.28% | −55,529−8.8% | 減碼 |
| First Trust Advisors LP | 607,528 | $6,059 萬 | 0.07% | +35,837+6.3% | 加碼 |
| Value Partners Investments Inc. | 632,963 | $6,282 萬 | 5.34% | −52,016−7.6% | 減碼 |
| Massachusetts Financial Services Co | 649,568 | $6,478 萬 | 0.02% | −3,581−0.5% | 減碼 |
| Bank of Nova Scotia Trust Co | 669,815 | $6,680 萬 | 6.03% | −13,932−2.0% | 減碼 |
| FIL Ltd | 669,365 | $6,683 萬 | 0.07% | −270.0% | 減碼 |
| Amundi | 709,206 | $7,073 萬 | 0.05% | −28,328−3.8% | 減碼 |
| Bank of New York Mellon Corp | 771,193 | $7,691 萬 | 0.02% | +11,058+1.5% | 加碼 |
| Two Sigma Investments, LP | 796,640 | $7,945 萬 | 0.21% | −159,687−16.7% | 減碼 |
| Morgan Stanley | 823,530 | $8,213 萬 | 0.01% | +156,834+23.5% | 加碼 |
| Cidel Asset Management Inc | 921,622 | $9,199 萬 | 3.75% | −5,674−0.6% | 減碼 |
| Deutsche Bank AG | 986,330 | $9,837 萬 | 0.05% | +290,588+41.8% | 加碼 |
| Goldman Sachs Group Inc | 999,697 | $9,970 萬 | 0.03% | +33,077+3.4% | 加碼 |
| Marshall Wace Asia Ltd | 1,037,899 | $1.04 億 | 2.45% | +253,197+32.3% | 加碼 |
| Invesco Ltd. | 1,065,945 | $1.06 億 | 0.03% | +18,877+1.8% | 加碼 |
| Triasima Portfolio Management inc. | 1,105,360 | $1.10 億 | 5.89% | −60,455−5.2% | 減碼 |
| Bank of America Corp | 1,140,594 | $1.14 億 | 0.01% | −389,110−25.4% | 減碼 |
| Agf Investments Inc. | 1,159,954 | $1.16 億 | 0.89% | +354,609+44.0% | 加碼 |
| Cardinal Capital Management, Inc. | 1,279,552 | $1.27 億 | 6.93% | −31,044−2.4% | 減碼 |
| Credit Suisse AG | 1,301,148 | $1.30 億 | 0.11% | −3,970−0.3% | 減碼 |
| Newport Trust Co | 1,350,828 | $1.35 億 | 0.37% | −1,883−0.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,384,464 | $1.37 億 | 1.42% | −14,667−1.0% | 減碼 |
| Alberta Investment Management Corp | 1,462,975 | $1.46 億 | 1.26% | +211,000+16.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,524,192 | $1.52 億 | 0.38% | −985,100−39.3% | 減碼 |
| Intact Investment Management Inc. | 1,212,323 | $1.53 億 | 4.27% | +302,980+33.3% | 加碼 |
| Geode Capital Management, LLC | 1,672,905 | $1.67 億 | 0.02% | +183,421+12.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,799,789 | $1.79 億 | 0.11% | −91,449−4.8% | 減碼 |
| Omers Administration Corp | 1,804,576 | $1.80 億 | 2.62% | +1,804,576 | 新進 |
| Franklin Resources Inc | 2,009,675 | $2.00 億 | 0.08% | −145,054−6.7% | 減碼 |
| JPMorgan Chase & Co | 2,173,541 | $2.17 億 | 0.03% | +16,500+0.8% | 加碼 |
| Scotia Capital Inc. | 2,446,161 | $2.44 億 | 1.80% | +44,451+1.9% | 加碼 |
| Letko, Brosseau & Associates Inc | 2,599,662 | $2.59 億 | 3.76% | −143,143−5.2% | 減碼 |
| FMR LLC | 3,038,302 | $3.03 億 | 0.02% | +165,392+5.8% | 加碼 |
| Beutel, Goodman & Co Ltd. | 3,451,857 | $3.45 億 | 2.11% | −63,740−1.8% | 減碼 |
| Fiera Capital Corp | 3,519,104 | $3.51 億 | 0.90% | −37,655−1.1% | 減碼 |
| Dimensional Fund Advisors LP | 3,521,385 | $3.51 億 | 0.11% | +217,771+6.6% | 加碼 |
| Guardian Capital LP | 3,563,814 | $3.56 億 | 7.36% | −64,378−1.8% | 減碼 |
| Legal & General Group Plc | 3,696,323 | $3.69 億 | 0.12% | +15,963+0.4% | 加碼 |
| Canada Pension Plan Investment Board | 3,900,000 | $3.89 億 | 0.44% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,791,810 | $4.78 億 | 2.49% | +320,990+7.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 3,820,258 | $4.83 億 | 0.40% | +92,421+2.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 5,033,700 | $5.02 億 | 1.07% | −3,029,600−37.6% | 減碼 |
| 1832 Asset Management L.P. | 5,200,919 | $5.26 億 | 0.99% | +448,789+9.4% | 加碼 |
| CIBC Asset Management Inc | 6,365,836 | $6.31 億 | 2.54% | +531,070+9.1% | 加碼 |
| Norges Bank | 7,177,817 | $7.16 億 | 0.16% | +106,466+1.5% | 加碼 |
| Toronto Dominion Bank | 7,456,423 | $7.44 億 | 1.16% | −617,610−7.6% | 減碼 |
| Mackenzie Financial Corp | 10,206,842 | $10.2 億 | 1.44% | −1,023,609−9.1% | 減碼 |
| Bank of Nova Scotia | 11,930,343 | $11.9 億 | 2.18% | +381,744+3.3% | 加碼 |
| CIBC World Markets Inc. | 12,213,552 | $12.2 億 | 4.40% | +35,811+0.3% | 加碼 |
| TD Asset Management Inc | 15,251,634 | $15.2 億 | 1.58% | +363,203+2.4% | 加碼 |
| Vanguard Group Inc | 20,640,953 | $20.6 億 | 0.05% | +693,807+3.5% | 加碼 |
| Bank of Montreal | 24,481,871 | $24.8 億 | 1.23% | −621,621−2.5% | 減碼 |
| Royal Bank of Canada | 59,139,947 | $59.0 億 | 1.65% | +2,583,859+4.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −20,620−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −13,785−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,368−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,467−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,703−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −5,844−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,753−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,606−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −5,386−100.0% | 清倉 |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −4,705−100.0% | 清倉 |
| Spotlight Asset Group, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −3,536−100.0% | 清倉 |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −3,131−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,094−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −2,757−100.0% | 清倉 |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −2,697−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,585−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −2,083−100.0% | 清倉 |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,446−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,345−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,280−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −990−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −854−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Personal Wealth Partners | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Pinnacle Wealth Advisors | – | – | – | – | 本季未申報 |
| Cowen Prime Services LLC | – | – | – | – | 本季未申報 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |