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 |
|---|---|---|---|---|---|
| Barclays PLC | 134,518 | $1,342 萬 | 0.01% | +8,649+6.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 133,900 | $1,337 萬 | 0.15% | −7,800−5.5% | 減碼 |
| Citigroup Inc | 133,085 | $1,328 萬 | 0.01% | +5,364+4.2% | 加碼 |
| NN Investment Partners Holdings N.V. | 131,869 | $1,315 萬 | 0.07% | +4,246+3.3% | 加碼 |
| Marshall Wace, LLP | 131,628 | $1,314 萬 | 0.07% | +2,592+2.0% | 加碼 |
| Burgundy Asset Management Ltd. | 130,000 | $1,298 萬 | 0.13% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 121,287 | $1,210 萬 | 0.43% | +8,728+7.8% | 加碼 |
| STRS Ohio | 116,600 | $1,164 萬 | 0.04% | 00.0% | 不變 |
| Schroder Investment Management Group | 83,083 | $1,051 萬 | 0.02% | −7,382−8.2% | 減碼 |
| ClariVest Asset Management LLC | 103,256 | $1,031 萬 | 0.33% | +103,256 | 新進 |
| Parallax Volatility Advisers, L.P. | 102,228 | $1,020 萬 | 0.11% | +102,228 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 62,771 | $1,012 萬 | 0.02% | −10,475−14.3% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $957.4 萬 | 1.19% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 94,427 | $942.5 萬 | 1.37% | +739+0.8% | 加碼 |
| PCJ Investment Counsel Ltd. | 92,510 | $922.5 萬 | 3.32% | −19,390−17.3% | 減碼 |
| Two Sigma Advisers, LP | 90,619 | $903.7 萬 | 0.02% | +90,619 | 新進 |
| Wellington Management Group LLP | 90,387 | $902.2 萬 | 0.00% | +39,971+79.3% | 加碼 |
| Eaton Vance Management | 91,517 | $879.7 萬 | 0.01% | +94+0.1% | 加碼 |
| APG Asset Management N.V. | 97,075 | $836.0 萬 | 0.01% | −83,500−46.2% | 減碼 |
| HighPoint Advisor Group LLC | 83,290 | $830.7 萬 | 0.81% | +95+0.1% | 加碼 |
| Investment Management Corp of Ontario | 82,820 | $825.9 萬 | 0.53% | 00.0% | 不變 |
| Marshall Wace North America L.P. | 82,420 | $822.5 萬 | 0.04% | +6,170+8.1% | 加碼 |
| Raymond James & Associates | 79,024 | $787.8 萬 | 0.01% | −1,278−1.6% | 減碼 |
| Claret Asset Management Corp | 76,619 | $764.0 萬 | 1.31% | +2,122+2.8% | 加碼 |
| Capital Fund Management S.A. | 75,940 | $757.3 萬 | 0.20% | −14,001−15.6% | 減碼 |
| Westpac Banking Corp | 53,342 | $674.5 萬 | 0.07% | −5,632−9.5% | 減碼 |
| Azimuth Capital Management LLC | 67,613 | $674.3 萬 | 0.29% | +554+0.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 64,829 | $647.2 萬 | 0.21% | +285+0.4% | 加碼 |
| Virginia Retirement Systems Et Al | 61,200 | $610.9 萬 | 0.06% | +900+1.5% | 加碼 |
| AlphaCrest Capital Management LLC | 61,198 | $610.3 萬 | 0.32% | −34,119−35.8% | 減碼 |
| M&T Bank Corp | 58,525 | $583.8 萬 | 0.03% | +129+0.2% | 加碼 |
| LPL Financial LLC | 55,698 | $555.5 萬 | 0.01% | +1,058+1.9% | 加碼 |
| Legacy Capital Partners, Inc. | 55,593 | $554.4 萬 | 2.01% | +95+0.2% | 加碼 |
| Alliancebernstein L.P. | 54,709 | $545.6 萬 | 0.00% | −584−1.1% | 減碼 |
| HAP Trading, LLC | 54,352 | $542.1 萬 | 0.40% | +54,352 | 新進 |
| Cumberland Partners Ltd | 53,906 | $537.9 萬 | 0.44% | +3,750+7.5% | 加碼 |
| Stifel Financial Corp | 53,156 | $530.1 萬 | 0.01% | +7,440+16.3% | 加碼 |
| Natixis | 51,662 | $515.6 萬 | 0.02% | −2,725−5.0% | 減碼 |
| Twin Tree Management, LP | 51,515 | $513.8 萬 | 0.15% | +51,515 | 新進 |
| Susquehanna Fundamental Investments, LLC | 50,343 | $502.9 萬 | 0.09% | +50,343 | 新進 |
| Shell Asset Management Co | 46,343 | $462.6 萬 | 0.10% | −5,912−11.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 43,893 | $437.7 萬 | 0.10% | +746+1.7% | 加碼 |
| Rockefeller Capital Management L.P. | 42,984 | $428.6 萬 | 0.02% | +2,374+5.8% | 加碼 |
| Private Advisor Group, LLC | 39,121 | $390.2 萬 | 0.02% | +18,710+91.7% | 加碼 |
| Rathbone Brothers plc | 37,815 | $377.4 萬 | 0.04% | −910−2.3% | 減碼 |
| American Century Companies Inc | 36,940 | $368.8 萬 | 0.00% | +2,017+5.8% | 加碼 |
| Brewin Dolphin Ltd | 36,529 | $364.3 萬 | 0.15% | −1,762−4.6% | 減碼 |
| Advisor Group Holdings, Inc. | 35,488 | $354.6 萬 | 0.01% | −952−2.6% | 減碼 |
| Baird Financial Group, Inc. | 35,475 | $353.8 萬 | 0.01% | +338+1.0% | 加碼 |
| Ameriprise Financial Inc | 34,837 | $347.4 萬 | 0.00% | +896+2.6% | 加碼 |
| Envestnet Asset Management Inc | 34,304 | $342.1 萬 | 0.00% | −470−1.4% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 33,380 | $333.2 萬 | 0.58% | +4,310+14.8% | 加碼 |
| LSV Asset Management | 32,900 | $328.1 萬 | 0.01% | 00.0% | 不變 |
| Silver Lake Advisory, LLC | 31,698 | $316.1 萬 | 1.56% | −790−2.4% | 減碼 |
| Addenda Capital Inc. | 24,982 | $315.9 萬 | 0.15% | +156+0.6% | 加碼 |
| Ensign Peak Advisors, Inc | 30,429 | $303.1 萬 | 0.01% | +400+1.3% | 加碼 |
| Pendal Group Limited | 30,317 | $302.3 萬 | 0.02% | −217,881−87.8% | 減碼 |
| Credential Qtrade Securities Inc. | 29,031 | $289.9 萬 | 0.22% | +56+0.2% | 加碼 |
| US Bancorp | 28,129 | $280.5 萬 | 0.01% | +3,371+13.6% | 加碼 |
| Cutler Group LP | 27,398 | $273.2 萬 | 0.21% | +27,398 | 新進 |
| Wolverine Trading, LLC | 27,009 | $271.4 萬 | 0.06% | +27,009 | 新進 |
| Magnetar Financial LLC | 26,364 | $262.9 萬 | 0.03% | +26,364 | 新進 |
| WoodTrust Financial Corp | 25,879 | $258.1 萬 | 0.61% | 00.0% | 不變 |
| HighTower Advisors, LLC | 25,325 | $252.4 萬 | 0.01% | +619+2.5% | 加碼 |
| Bridgeway Capital Management, LLC | 25,200 | $251.3 萬 | 0.05% | +25,200 | 新進 |
| Resources Management Corp | 25,120 | $250.5 萬 | 0.36% | −300−1.2% | 減碼 |
| Squarepoint Ops LLC | 24,389 | $243.2 萬 | 0.02% | +13,298+119.9% | 加碼 |
| Price T Rowe Associates Inc | 23,460 | $234.2 萬 | 0.00% | +49+0.2% | 加碼 |
| Assenagon Asset Management S.A. | 23,383 | $233.4 萬 | 0.01% | +9,349+66.6% | 加碼 |
| Commonwealth Equity Services, LLC | 23,006 | $229.4 萬 | 0.01% | −544−2.3% | 減碼 |
| Truist Financial Corp | 21,799 | $217.4 萬 | 0.00% | −776−3.4% | 減碼 |
| Walleye Trading LLC | 21,376 | $213.2 萬 | 0.05% | +21,376 | 新進 |
| Cubist Systematic Strategies, LLC | 20,810 | $207.6 萬 | 0.03% | +10,906+110.1% | 加碼 |
| Manitou Investment Management Ltd. | 20,410 | $203.7 萬 | 0.37% | 00.0% | 不變 |
| Portland Investment Counsel Inc. | 19,710 | $196.8 萬 | 0.90% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 19,220 | $191.7 萬 | 0.05% | +3,923+25.6% | 加碼 |
| Unigestion Holding SA | 18,927 | $188.7 萬 | 0.08% | −11,036−36.8% | 減碼 |
| Associated Banc-Corp | 18,626 | $185.8 萬 | 0.07% | −1,570−7.8% | 減碼 |
| DRW Securities, LLC | 18,600 | $185.5 萬 | 0.55% | +18,600 | 新進 |
| Lorne Steinberg Wealth Management Inc. | 17,677 | $175.4 萬 | 0.85% | −2,240−11.2% | 減碼 |
| NorthRock Partners, LLC | 17,384 | $173.5 萬 | 0.14% | +21+0.1% | 加碼 |
| Natixis Advisors, L.P. | 16,959 | $169.1 萬 | 0.01% | −1,299−7.1% | 減碼 |
| Wetherby Asset Management Inc | 16,539 | $164.9 萬 | 0.10% | +423+2.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 16,520 | $164.8 萬 | 0.00% | +155+0.9% | 加碼 |
| Nexus Investment Management ULC | 16,544 | $164.0 萬 | 0.18% | 00.0% | 不變 |
| DSM Capital Partners LLC | 16,260 | $162.0 萬 | 0.02% | 00.0% | 不變 |
| Tacita Capital Inc | 16,250 | $161.1 萬 | 0.99% | −1,961−10.8% | 減碼 |
| MML Investors Services, LLC | 15,540 | $155.0 萬 | 0.01% | +49+0.3% | 加碼 |
| Hexavest Inc. | 15,433 | $154.0 萬 | 0.09% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 15,203 | $151.6 萬 | 0.00% | −1,741−10.3% | 減碼 |
| Vontobel Holding Ltd. | 15,064 | $150.2 萬 | 0.01% | +12,515+491.0% | 加碼 |
| Essex Financial Services, Inc. | 14,940 | $149.0 萬 | 0.17% | −5,923−28.4% | 減碼 |
| Naples Global Advisors, LLC | 14,912 | $148.7 萬 | 0.20% | −100−0.7% | 減碼 |
| Curbstone Financial Management Corp | 14,710 | $146.7 萬 | 0.28% | +210+1.4% | 加碼 |
| Davis-Rea Ltd. | 14,620 | $145.0 萬 | 0.71% | −352−2.4% | 減碼 |
| Voloridge Investment Management, LLC | 14,206 | $141.7 萬 | 0.01% | +2,654+23.0% | 加碼 |
| Van Eck Associates Corp | 14,003 | $139.6 萬 | 0.00% | +1,308+10.3% | 加碼 |
| Quantbot Technologies LP | 12,969 | $129.3 萬 | 0.09% | +12,969 | 新進 |
| Edgestream Partners, L.P. | 12,102 | $120.7 萬 | 0.07% | +12,102 | 新進 |
| Andra AP-fonden | 9,500 | $120.1 萬 | 0.02% | −3,400−26.4% | 減碼 |