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 4 季 13F 持有人
Bank of Montreal 在 2021/12/31 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
- 488
- 較 2021 年第 3 季 +37 家
- 持有股數
- 2.68 億
- 較 2021 年第 3 季 −668.2 萬 (−2.4%)
- 總市值
- $288.9 億
- 較 2021 年第 3 季 +$13.5 億 (+4.9%)
- 新進機構
- 69
- 另有 146 家加碼
- 清倉機構
- 32
- 另有 154 家減碼
另有 8 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 56,020,341 | $60.3 億 | 1.47% | −3,119,606−5.3% | 減碼 |
| Bank of Montreal | 21,176,895 | $23.0 億 | 1.24% | −3,304,976−13.5% | 減碼 |
| Vanguard Group Inc | 21,184,778 | $22.8 億 | 0.05% | +543,825+2.6% | 加碼 |
| TD Asset Management Inc | 15,052,376 | $16.2 億 | 1.36% | −199,258−1.3% | 減碼 |
| Bank of Nova Scotia | 12,921,152 | $13.9 億 | 2.02% | +990,809+8.3% | 加碼 |
| CIBC World Markets Inc. | 11,901,546 | $12.8 億 | 4.23% | −312,006−2.6% | 減碼 |
| Mackenzie Financial Corp | 9,734,740 | $10.5 億 | 1.41% | −472,102−4.6% | 減碼 |
| Toronto Dominion Bank | 7,592,699 | $8.18 億 | 1.09% | +136,276+1.8% | 加碼 |
| CIBC Asset Management Inc | 6,880,828 | $7.40 億 | 2.71% | +514,992+8.1% | 加碼 |
| Norges Bank | 6,189,262 | $6.67 億 | 0.14% | −988,555−13.8% | 減碼 |
| 1832 Asset Management L.P. | 5,445,343 | $5.88 億 | 1.04% | +244,424+4.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,857,975 | $5.23 億 | 2.56% | +66,165+1.4% | 加碼 |
| Canada Pension Plan Investment Board | 3,900,000 | $4.20 億 | 0.45% | 00.0% | 不變 |
| Legal & General Group Plc | 3,711,047 | $4.00 億 | 0.12% | +14,724+0.4% | 加碼 |
| Dimensional Fund Advisors LP | 3,560,850 | $3.84 億 | 0.12% | +39,465+1.1% | 加碼 |
| Guardian Capital LP | 3,550,222 | $3.83 億 | 7.39% | −13,592−0.4% | 減碼 |
| Beutel, Goodman & Co Ltd. | 3,405,461 | $3.66 億 | 2.09% | −46,396−1.3% | 減碼 |
| Fiera Capital Corp | 3,282,747 | $3.53 億 | 0.83% | −236,357−6.7% | 減碼 |
| FMR LLC | 3,060,022 | $3.29 億 | 0.02% | +21,720+0.7% | 加碼 |
| Scotia Capital Inc. | 2,482,422 | $2.67 億 | 1.77% | +36,261+1.5% | 加碼 |
| Letko, Brosseau & Associates Inc | 2,434,132 | $2.62 億 | 3.76% | −165,530−6.4% | 減碼 |
| JPMorgan Chase & Co | 2,219,049 | $2.39 億 | 0.03% | +45,508+2.1% | 加碼 |
| National Bank of Canada | 2,007,845 | $2.16 億 | 0.91% | +2,007,845 | 新進 |
| Morgan Stanley | 1,909,649 | $2.06 億 | 0.03% | +1,086,119+131.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,902,560 | $2.05 億 | 0.13% | −1,917,698−50.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,879,531 | $2.02 億 | 0.12% | +79,742+4.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,863,500 | $2.01 億 | 0.43% | −3,170,200−63.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,849,292 | $1.99 億 | 0.43% | +325,100+21.3% | 加碼 |
| Franklin Resources Inc | 1,823,505 | $1.96 億 | 0.07% | −186,170−9.3% | 減碼 |
| Geode Capital Management, LLC | 1,779,558 | $1.91 億 | 0.02% | +106,653+6.4% | 加碼 |
| Alberta Investment Management Corp | 1,487,075 | $1.60 億 | 0.98% | +24,100+1.6% | 加碼 |
| Agf Investments Inc. | 1,434,270 | $1.54 億 | 1.11% | +274,316+23.6% | 加碼 |
| Credit Suisse AG | 1,383,392 | $1.49 億 | 0.12% | +82,244+6.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,385,452 | $1.49 億 | 1.47% | +988+0.1% | 加碼 |
| Goldman Sachs Group Inc | 1,368,955 | $1.47 億 | 0.04% | +369,258+36.9% | 加碼 |
| Newport Trust Co | 1,328,952 | $1.43 億 | 0.39% | −21,876−1.6% | 減碼 |
| Omers Administration Corp | 1,292,576 | $1.39 億 | 1.81% | −512,000−28.4% | 減碼 |
| Cardinal Capital Management, Inc. | 1,261,303 | $1.36 億 | 6.33% | −18,249−1.4% | 減碼 |
| Bank of America Corp | 1,243,718 | $1.34 億 | 0.01% | +103,124+9.0% | 加碼 |
| Triasima Portfolio Management inc. | 1,087,095 | $1.17 億 | 5.63% | −18,265−1.7% | 減碼 |
| Invesco Ltd. | 1,049,260 | $1.13 億 | 0.03% | −16,685−1.6% | 減碼 |
| Cidel Asset Management Inc | 993,920 | $1.07 億 | 3.99% | +72,298+7.8% | 加碼 |
| Intact Investment Management Inc. | 726,185 | $9,880 萬 | 2.52% | −486,138−40.1% | 減碼 |
| Two Sigma Investments, LP | 791,240 | $8,523 萬 | 0.21% | −5,400−0.7% | 減碼 |
| Deutsche Bank AG | 774,959 | $8,348 萬 | 0.04% | −211,371−21.4% | 減碼 |
| Bank of New York Mellon Corp | 769,919 | $8,294 萬 | 0.01% | −1,274−0.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 736,500 | $7,941 萬 | 0.38% | +194,600+35.9% | 加碼 |
| Amundi | 665,981 | $7,853 萬 | 0.05% | −43,225−6.1% | 減碼 |
| Massachusetts Financial Services Co | 682,123 | $7,348 萬 | 0.02% | +32,555+5.0% | 加碼 |
| FIL Ltd | 670,442 | $7,218 萬 | 0.07% | +1,077+0.2% | 加碼 |
| Bank of Nova Scotia Trust Co | 649,601 | $6,998 萬 | 6.07% | −20,214−3.0% | 減碼 |
| Value Partners Investments Inc. | 633,103 | $6,801 萬 | 5.53% | +1400.0% | 加碼 |
| Millennium Management LLC | 595,627 | $6,417 萬 | 0.07% | +135,189+29.4% | 加碼 |
| Public Sector Pension Investment Board | 586,991 | $6,329 萬 | 0.34% | +146,210+33.2% | 加碼 |
| First Trust Advisors LP | 581,713 | $6,266 萬 | 0.06% | −25,815−4.2% | 減碼 |
| Addenda Capital Inc. | 455,551 | $6,204 萬 | 2.66% | +430,569+1,723.5% | 加碼 |
| M&G Investment Management Ltd | 563,064 | $6,058 萬 | 0.44% | −13,359−2.3% | 減碼 |
| Great West Life Assurance Co | 478,371 | $5,139 萬 | 0.11% | −8,839−1.8% | 減碼 |
| HSBC Holdings PLC | 471,352 | $5,078 萬 | 0.05% | −14,161−2.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 464,448 | $4,977 萬 | 0.26% | +11,700+2.6% | 加碼 |
| BlackRock Inc. | 403,975 | $4,352 萬 | 0.00% | +10,607+2.7% | 加碼 |
| Allianz Asset Management GmbH | 370,875 | $3,999 萬 | 0.03% | −109,376−22.8% | 減碼 |
| Guardian Capital Advisors LP | 333,541 | $3,860 萬 | 3.72% | −995−0.3% | 減碼 |
| Todd Asset Management LLC | 348,228 | $3,751 萬 | 0.81% | −684−0.2% | 減碼 |
| MUFG Securities (Canada), Ltd. | 346,236 | $3,732 萬 | 1.71% | +213+0.1% | 加碼 |
| Janus Henderson Group PLC | 333,023 | $3,590 萬 | 0.01% | +136,677+69.6% | 加碼 |
| Northern Trust Corp | 307,250 | $3,310 萬 | 0.01% | −3,266−1.1% | 減碼 |
| Parametric Portfolio Associates LLC | 305,437 | $3,290 萬 | 0.02% | +2,903+1.0% | 加碼 |
| AXA S.A. | 301,108 | $3,244 萬 | 0.08% | +87,912+41.2% | 加碼 |
| Jane Street Group, LLC | 293,607 | $3,163 萬 | 0.06% | +146,159+99.1% | 加碼 |
| AMF Pensionsforsakring AB | 272,458 | $2,939 萬 | 0.20% | −40,452−12.9% | 減碼 |
| British Columbia Investment Management Corp | 269,661 | $2,906 萬 | 0.16% | −98,845−26.8% | 減碼 |
| Russell Investments Group, Ltd. | 268,059 | $2,890 萬 | 0.05% | +61,222+29.6% | 加碼 |
| Two Sigma Advisers, LP | 261,519 | $2,817 萬 | 0.07% | +170,900+188.6% | 加碼 |
| Pictet Asset Management SA | 249,991 | $2,695 萬 | 0.03% | −3,266−1.3% | 減碼 |
| Korea Investment CORP | 241,300 | $2,602 萬 | 0.07% | +106,700+79.3% | 加碼 |
| Man Group plc | 236,416 | $2,549 萬 | 0.08% | +67,865+40.3% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 231,840 | $2,498 萬 | 1.72% | +67,070+40.7% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $2,404 萬 | 0.28% | 00.0% | 不變 |
| Barometer Capital Management Inc. | 177,627 | $2,397 萬 | 4.03% | −7,793−4.2% | 減碼 |
| UBS Group AG | 217,751 | $2,346 萬 | 0.01% | +26,658+14.0% | 加碼 |
| Rempart Asset Management Inc. | 214,924 | $2,312 萬 | 4.38% | −6,171−2.8% | 減碼 |
| Aviva PLC | 211,108 | $2,272 萬 | 0.10% | +12,979+6.6% | 加碼 |
| Hillsdale Investment Management Inc. | 209,390 | $2,257 萬 | 1.51% | +35,160+20.2% | 加碼 |
| Renaissance Technologies LLC | 207,895 | $2,239 萬 | 0.03% | +207,895 | 新進 |
| Gluskin Sheff & Assoc Inc | 199,581 | $2,150 萬 | 0.88% | −1,312−0.7% | 減碼 |
| Virginia Retirement Systems Et Al | 195,300 | $2,106 萬 | 0.19% | +134,100+219.1% | 加碼 |
| Forsta Ap-Fonden | 190,800 | $2,057 萬 | 0.21% | +21,600+12.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 192,401 | $2,052 萬 | 0.05% | −7,235−3.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 188,020 | $2,025 萬 | 0.18% | 00.0% | 不變 |
| Citadel Advisors LLC | 185,868 | $2,002 萬 | 0.02% | −9,742−5.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 182,211 | $1,963 萬 | 0.35% | +170,971+1,521.1% | 加碼 |
| Dorchester Wealth Management Co | 180,497 | $1,939 萬 | 3.85% | −867−0.5% | 減碼 |
| Neuberger Berman Group LLC | 176,039 | $1,921 萬 | 0.02% | −8,026−4.4% | 減碼 |
| State of Wisconsin Investment Board | 174,662 | $1,883 萬 | 0.04% | −14,296−7.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 174,816 | $1,856 萬 | 0.09% | −31,959−15.5% | 減碼 |
| AlphaCrest Capital Management LLC | 168,686 | $1,817 萬 | 0.68% | +107,488+175.6% | 加碼 |
| Qube Research & Technologies Ltd | 149,452 | $1,610 萬 | 0.12% | +149,452 | 新進 |
| NN Investment Partners Holdings N.V. | 147,076 | $1,584 萬 | 0.08% | +15,207+11.5% | 加碼 |
| Jarislowsky, Fraser Ltd | 145,954 | $1,554 萬 | 0.07% | −1,216−0.8% | 減碼 |