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 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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 142,868 | $1,539 萬 | 0.12% | 00.0% | 不變 |
| Federated Hermes, Inc. | 140,185 | $1,510 萬 | 0.03% | +3,605+2.6% | 加碼 |
| Burgundy Asset Management Ltd. | 140,000 | $1,504 萬 | 0.15% | +10,000+7.7% | 加碼 |
| St Germain D J Co Inc | 137,029 | $1,476 萬 | 0.81% | −11,270−7.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 136,170 | $1,468 萬 | 0.09% | −51,556−27.5% | 減碼 |
| Marshall Wace, LLP | 131,383 | $1,416 萬 | 0.03% | −245−0.2% | 減碼 |
| Pinnacle Financial Partners Inc | 122,110 | $1,315 萬 | 0.41% | +823+0.7% | 加碼 |
| Achmea Investment Management B.V. | 119,077 | $1,284 萬 | 0.61% | +119,077 | 新進 |
| STRS Ohio | 116,600 | $1,257 萬 | 0.04% | 00.0% | 不變 |
| Citigroup Inc | 116,000 | $1,251 萬 | 0.01% | −17,085−12.8% | 減碼 |
| Schroder Investment Management Group | 76,754 | $1,045 萬 | 0.01% | −6,329−7.6% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $1,034 萬 | 1.11% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 92,478 | $995.0 萬 | 1.41% | −1,949−2.1% | 減碼 |
| Eaton Vance Management | 91,662 | $987.4 萬 | 0.01% | +145+0.2% | 加碼 |
| APG Asset Management N.V. | 100,875 | $956.4 萬 | 0.02% | +3,800+3.9% | 加碼 |
| ClariVest Asset Management LLC | 84,286 | $908.8 萬 | 0.28% | −18,970−18.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 51,510 | $893.7 萬 | 0.02% | −11,261−17.9% | 減碼 |
| Investment Management Corp of Ontario | 82,820 | $892.1 萬 | 0.41% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 79,963 | $861.4 萬 | 0.08% | +59,153+284.3% | 加碼 |
| PCJ Investment Counsel Ltd. | 79,830 | $860.1 萬 | 3.03% | −12,680−13.7% | 減碼 |
| Raymond James & Associates | 78,525 | $846.5 萬 | 0.01% | −499−0.6% | 減碼 |
| Wells Fargo & Company | 78,367 | $844.2 萬 | 0.00% | −119,172−60.3% | 減碼 |
| Barclays PLC | 77,864 | $838.6 萬 | 0.01% | −56,654−42.1% | 減碼 |
| Wellington Management Group LLP | 73,284 | $790.2 萬 | 0.00% | −17,103−18.9% | 減碼 |
| Shell Asset Management Co | 70,357 | $758.5 萬 | 0.16% | +24,014+51.8% | 加碼 |
| Westpac Banking Corp | 53,342 | $726.5 萬 | 0.08% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 67,056 | $722.0 萬 | 0.21% | +2,227+3.4% | 加碼 |
| Azimuth Capital Management LLC | 67,001 | $721.7 萬 | 0.29% | −612−0.9% | 減碼 |
| Capital Fund Management S.A. | 63,831 | $687.6 萬 | 0.18% | −12,109−15.9% | 減碼 |
| Natixis | 63,353 | $683.2 萬 | 0.02% | +11,691+22.6% | 加碼 |
| Hudson Bay Capital Management LP | 60,000 | $646.3 萬 | 0.07% | +60,000 | 新進 |
| LPL Financial LLC | 59,595 | $642.0 萬 | 0.01% | +3,897+7.0% | 加碼 |
| M&T Bank Corp | 59,070 | $636.4 萬 | 0.03% | +545+0.9% | 加碼 |
| Cumberland Partners Ltd | 58,341 | $628.6 萬 | 0.44% | +4,435+8.2% | 加碼 |
| Legacy Capital Partners, Inc. | 56,128 | $604.5 萬 | 1.96% | +535+1.0% | 加碼 |
| Alliancebernstein L.P. | 55,535 | $598.2 萬 | 0.00% | +826+1.5% | 加碼 |
| Walleye Trading LLC | 55,360 | $596.3 萬 | 0.10% | +33,984+159.0% | 加碼 |
| Rockefeller Capital Management L.P. | 53,678 | $578.2 萬 | 0.03% | +10,694+24.9% | 加碼 |
| Stifel Financial Corp | 51,972 | $559.7 萬 | 0.01% | −1,184−2.2% | 減碼 |
| Waratah Capital Advisors Ltd. | 48,686 | $524.2 萬 | 0.24% | +48,686 | 新進 |
| Crossmark Global Holdings, Inc. | 45,187 | $486.8 萬 | 0.11% | +1,294+2.9% | 加碼 |
| Ameriprise Financial Inc | 45,730 | $475.9 萬 | 0.00% | +10,893+31.3% | 加碼 |
| HAP Trading, LLC | 42,841 | $461.5 萬 | 0.32% | −11,511−21.2% | 減碼 |
| Edgestream Partners, L.P. | 41,176 | $443.5 萬 | 0.28% | +29,074+240.2% | 加碼 |
| DSM Capital Partners LLC | 40,291 | $433.8 萬 | 0.05% | +24,031+147.8% | 加碼 |
| American Century Companies Inc | 39,324 | $423.4 萬 | 0.00% | +2,384+6.5% | 加碼 |
| Rathbone Brothers plc | 36,422 | $392.7 萬 | 0.04% | −1,393−3.7% | 減碼 |
| Quantbot Technologies LP | 36,405 | $392.1 萬 | 0.32% | +23,436+180.7% | 加碼 |
| Advisor Group Holdings, Inc. | 35,035 | $377.9 萬 | 0.01% | −453−1.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 34,000 | $366.3 萬 | 0.00% | −117,514−77.6% | 減碼 |
| LSV Asset Management | 32,900 | $354.4 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 32,744 | $352.7 萬 | 0.01% | −2,731−7.7% | 減碼 |
| Envestnet Asset Management Inc | 32,677 | $352.0 萬 | 0.00% | −1,627−4.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 32,043 | $345.0 萬 | 0.09% | −18,300−36.4% | 減碼 |
| Silver Lake Advisory, LLC | 31,471 | $339.0 萬 | 1.57% | −227−0.7% | 減碼 |
| Ensign Peak Advisors, Inc | 30,429 | $328.1 萬 | 0.01% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 29,637 | $319.2 萬 | 0.22% | +606+2.1% | 加碼 |
| Umb Bank N A | 28,600 | $308.1 萬 | 0.04% | +28,600 | 新進 |
| Paloma Partners Management Co | 28,496 | $307.1 萬 | 0.10% | +28,496 | 新進 |
| WoodTrust Financial Corp | 27,003 | $290.9 萬 | 0.60% | +1,124+4.3% | 加碼 |
| Voloridge Investment Management, LLC | 26,490 | $285.4 萬 | 0.02% | +12,284+86.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 26,395 | $284.3 萬 | 0.03% | −75,833−74.2% | 減碼 |
| Pendal Group Limited | 26,267 | $283.0 萬 | 0.02% | −4,050−13.4% | 減碼 |
| Bridgeway Capital Management, LLC | 25,200 | $271.5 萬 | 0.05% | 00.0% | 不變 |
| Resources Management Corp | 25,120 | $270.6 萬 | 0.35% | 00.0% | 不變 |
| Portland Investment Counsel Inc. | 24,810 | $267.1 萬 | 1.16% | +5,100+25.9% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 19,368 | $263.8 萬 | 0.12% | +19,368 | 新進 |
| Commonwealth Equity Services, LLC | 23,856 | $256.9 萬 | 0.01% | +850+3.7% | 加碼 |
| Price T Rowe Associates Inc | 23,458 | $252.9 萬 | 0.00% | −20.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 23,095 | $248.8 萬 | 0.06% | +3,875+20.2% | 加碼 |
| US Bancorp | 23,089 | $248.7 萬 | 0.00% | −5,040−17.9% | 減碼 |
| Assenagon Asset Management S.A. | 22,980 | $247.8 萬 | 0.01% | −403−1.7% | 減碼 |
| HighTower Advisors, LLC | 22,639 | $244.0 萬 | 0.01% | −2,686−10.6% | 減碼 |
| Van Eck Associates Corp | 22,012 | $237.2 萬 | 0.01% | +8,009+57.2% | 加碼 |
| Natixis Advisors, L.P. | 20,908 | $225.2 萬 | 0.01% | +3,949+23.3% | 加碼 |
| Manitou Investment Management Ltd. | 20,760 | $223.0 萬 | 0.36% | +350+1.7% | 加碼 |
| Private Advisor Group, LLC | 20,332 | $219.0 萬 | 0.02% | −18,789−48.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 20,232 | $217.9 萬 | 0.00% | +3,712+22.5% | 加碼 |
| Truist Financial Corp | 20,015 | $215.6 萬 | 0.00% | −1,784−8.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 19,600 | $211.2 萬 | 0.02% | −114,300−85.4% | 減碼 |
| Magnetar Financial LLC | 19,136 | $206.1 萬 | 0.02% | −7,228−27.4% | 減碼 |
| Associated Banc-Corp | 18,626 | $200.7 萬 | 0.07% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 18,415 | $198.5 萬 | 0.01% | +18,415 | 新進 |
| Unigestion Holding SA | 18,383 | $198.1 萬 | 0.08% | −544−2.9% | 減碼 |
| Squarepoint Ops LLC | 18,237 | $196.4 萬 | 0.01% | −6,152−25.2% | 減碼 |
| Vontobel Holding Ltd. | 17,853 | $192.9 萬 | 0.02% | +2,789+18.5% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 17,262 | $185.4 萬 | 0.80% | −415−2.3% | 減碼 |
| Wetherby Asset Management Inc | 16,876 | $181.8 萬 | 0.10% | +337+2.0% | 加碼 |
| Nexus Investment Management ULC | 16,544 | $178.0 萬 | 0.18% | 00.0% | 不變 |
| NorthRock Partners, LLC | 16,495 | $177.8 萬 | 0.13% | −889−5.1% | 減碼 |
| Brewin Dolphin Ltd | 16,472 | $177.4 萬 | 0.08% | −20,057−54.9% | 減碼 |
| MML Investors Services, LLC | 16,442 | $177.1 萬 | 0.01% | +902+5.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 15,686 | $169.1 萬 | 0.00% | +483+3.2% | 加碼 |
| Tacita Capital Inc | 15,495 | $166.7 萬 | 0.95% | −755−4.6% | 減碼 |
| Perfromance Wealth Partners, LLC | 15,100 | $162.7 萬 | 0.07% | +15,100 | 新進 |
| Baader Bank INC | 15,000 | $161.6 萬 | 0.13% | +15,000 | 新進 |
| Naples Global Advisors, LLC | 14,832 | $159.8 萬 | 0.19% | −80−0.5% | 減碼 |
| Curbstone Financial Management Corp | 14,534 | $156.6 萬 | 0.28% | −176−1.2% | 減碼 |
| Essex Financial Services, Inc. | 14,523 | $156.4 萬 | 0.15% | −417−2.8% | 減碼 |
| Davis-Rea Ltd. | 13,443 | $144.6 萬 | 0.67% | −1,177−8.1% | 減碼 |