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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2022 年第 1 季 13F 持有人
Bank of Montreal 在 2022/3/31 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
- 505
- 較 2021 年第 4 季 +23 家
- 持有股數
- 2.88 億
- 較 2021 年第 4 季 +2,038 萬 (+7.6%)
- 總市值
- $340.0 億
- 較 2021 年第 4 季 +$51.1 億 (+17.7%)
- 新進機構
- 73
- 另有 176 家加碼
- 清倉機構
- 50
- 另有 136 家減碼
另有 6 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 59,730,633 | $70.5 億 | 1.86% | +3,710,292+6.6% | 加碼 |
| Vanguard Group Inc | 22,478,058 | $26.5 億 | 0.06% | +1,293,280+6.1% | 加碼 |
| Bank of Montreal | 21,652,660 | $25.7 億 | 1.46% | +475,765+2.2% | 加碼 |
| TD Asset Management Inc | 15,195,564 | $17.9 億 | 1.64% | +143,188+1.0% | 加碼 |
| Bank of Nova Scotia | 12,817,593 | $15.1 億 | 2.57% | −103,559−0.8% | 減碼 |
| Mackenzie Financial Corp | 11,425,357 | $13.5 億 | 1.81% | +1,690,617+17.4% | 加碼 |
| CIBC World Markets Inc. | 11,296,665 | $13.3 億 | 4.52% | −604,881−5.1% | 減碼 |
| FIL Ltd | 9,045,225 | $10.6 億 | 1.09% | +8,374,783+1,249.1% | 加碼 |
| Toronto Dominion Bank | 7,287,078 | $8.60 億 | 1.30% | −305,621−4.0% | 減碼 |
| 1832 Asset Management L.P. | 7,194,489 | $8.36 億 | 1.36% | +1,749,146+32.1% | 加碼 |
| CIBC Asset Management Inc | 6,955,475 | $8.19 億 | 2.88% | +74,647+1.1% | 加碼 |
| Norges Bank | 5,962,278 | $7.02 億 | 0.15% | −226,984−3.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 5,510,149 | $6.48 億 | 3.18% | +652,174+13.4% | 加碼 |
| Legal & General Group Plc | 4,014,762 | $4.73 億 | 0.14% | +303,715+8.2% | 加碼 |
| Guardian Capital LP | 3,521,269 | $4.15 億 | 8.07% | −28,953−0.8% | 減碼 |
| Dimensional Fund Advisors LP | 3,480,222 | $4.11 億 | 0.13% | −80,628−2.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 3,404,661 | $4.01 億 | 0.94% | +1,541,161+82.7% | 加碼 |
| Beutel, Goodman & Co Ltd. | 3,310,391 | $3.90 億 | 2.21% | −95,070−2.8% | 減碼 |
| FMR LLC | 3,199,822 | $3.77 億 | 0.03% | +139,800+4.6% | 加碼 |
| Canada Pension Plan Investment Board | 3,075,505 | $3.62 億 | 0.49% | −824,495−21.1% | 減碼 |
| Fiera Capital Corp | 2,940,126 | $3.47 億 | 0.90% | −342,621−10.4% | 減碼 |
| Bank of America Corp | 2,830,116 | $3.34 億 | 0.04% | +1,586,398+127.6% | 加碼 |
| Scotia Capital Inc. | 2,568,949 | $3.03 億 | 1.93% | +86,527+3.5% | 加碼 |
| JPMorgan Chase & Co | 2,446,743 | $2.89 億 | 0.04% | +227,694+10.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,344,020 | $2.76 億 | 0.18% | +441,460+23.2% | 加碼 |
| National Bank of Canada | 2,147,180 | $2.55 億 | 1.00% | +139,335+6.9% | 加碼 |
| Letko, Brosseau & Associates Inc | 2,041,356 | $2.40 億 | 3.59% | −392,776−16.1% | 減碼 |
| Geode Capital Management, LLC | 1,857,994 | $2.19 億 | 0.03% | +78,436+4.4% | 加碼 |
| Intact Investment Management Inc. | 1,480,375 | $2.18 億 | 5.53% | +754,190+103.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,830,490 | $2.16 億 | 0.14% | −49,041−2.6% | 減碼 |
| Franklin Resources Inc | 1,640,229 | $1.93 億 | 0.08% | −183,276−10.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,632,953 | $1.92 億 | 0.69% | −216,339−11.7% | 減碼 |
| Alberta Investment Management Corp | 1,558,965 | $1.84 億 | 1.05% | +71,890+4.8% | 加碼 |
| Credit Suisse AG | 1,530,349 | $1.81 億 | 0.16% | +146,957+10.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,440,329 | $1.75 億 | 1.69% | +54,877+4.0% | 加碼 |
| Agf Investments Inc. | 1,474,643 | $1.74 億 | 1.30% | +40,373+2.8% | 加碼 |
| British Columbia Investment Management Corp | 1,448,357 | $1.70 億 | 1.09% | +1,178,696+437.1% | 加碼 |
| Goldman Sachs Group Inc | 1,391,486 | $1.64 億 | 0.04% | +22,531+1.6% | 加碼 |
| Newport Trust Co | 1,384,734 | $1.63 億 | 0.46% | +55,782+4.2% | 加碼 |
| Cardinal Capital Management, Inc. | 1,191,598 | $1.40 億 | 6.83% | −69,705−5.5% | 減碼 |
| Morgan Stanley | 978,377 | $1.15 億 | 0.02% | −931,272−48.8% | 減碼 |
| Invesco Ltd. | 964,450 | $1.14 億 | 0.03% | −84,810−8.1% | 減碼 |
| Marshall Wace, LLP | 948,121 | $1.12 億 | 0.23% | +816,738+621.6% | 加碼 |
| Cidel Asset Management Inc | 932,292 | $1.10 億 | 4.01% | −61,628−6.2% | 減碼 |
| Omers Administration Corp | 928,000 | $1.09 億 | 1.40% | −364,576−28.2% | 減碼 |
| Triasima Portfolio Management inc. | 925,025 | $1.09 億 | 5.24% | −162,070−14.9% | 減碼 |
| Deutsche Bank AG | 818,815 | $9,660 萬 | 0.05% | +43,856+5.7% | 加碼 |
| Addenda Capital Inc. | 613,137 | $9,020 萬 | 3.69% | +157,586+34.6% | 加碼 |
| Bank of New York Mellon Corp | 761,116 | $8,979 萬 | 0.02% | −8,803−1.1% | 減碼 |
| Massachusetts Financial Services Co | 662,361 | $7,814 萬 | 0.02% | −19,762−2.9% | 減碼 |
| Bank of Nova Scotia Trust Co | 629,939 | $7,431 萬 | 6.47% | −19,662−3.0% | 減碼 |
| Amundi | 649,143 | $7,425 萬 | 0.05% | −16,838−2.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 607,900 | $7,160 萬 | 0.35% | −128,600−17.5% | 減碼 |
| M&G Investment Management Ltd | 563,363 | $6,622 萬 | 0.14% | +299+0.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 550,940 | $6,495 萬 | 0.38% | +86,492+18.6% | 加碼 |
| Value Partners Investments Inc. | 549,186 | $6,465 萬 | 5.48% | −83,917−13.3% | 減碼 |
| Public Sector Pension Investment Board | 530,332 | $6,246 萬 | 0.39% | −56,659−9.7% | 減碼 |
| First Trust Advisors LP | 520,324 | $6,138 萬 | 0.06% | −61,389−10.6% | 減碼 |
| Great West Life Assurance Co | 468,885 | $5,851 萬 | 0.12% | −9,486−2.0% | 減碼 |
| Janus Henderson Group PLC | 437,225 | $5,155 萬 | 0.02% | +104,202+31.3% | 加碼 |
| BlackRock Inc. | 426,005 | $5,026 萬 | 0.00% | +22,030+5.5% | 加碼 |
| State of Wisconsin Investment Board | 423,408 | $4,987 萬 | 0.10% | +248,746+142.4% | 加碼 |
| AXA S.A. | 405,792 | $4,787 萬 | 0.14% | +104,684+34.8% | 加碼 |
| Todd Asset Management LLC | 361,366 | $4,258 萬 | 0.94% | +13,138+3.8% | 加碼 |
| Allianz Asset Management GmbH | 353,246 | $4,160 萬 | 0.03% | −17,629−4.8% | 減碼 |
| Guardian Capital Advisors LP | 332,206 | $3,804 萬 | 3.71% | −1,335−0.4% | 減碼 |
| Parametric Portfolio Associates LLC | 319,567 | $3,770 萬 | 0.02% | +14,130+4.6% | 加碼 |
| Korea Investment CORP | 311,500 | $3,669 萬 | 0.09% | +70,200+29.1% | 加碼 |
| Northern Trust Corp | 300,051 | $3,540 萬 | 0.01% | −7,199−2.3% | 減碼 |
| Jane Street Group, LLC | 295,288 | $3,484 萬 | 0.06% | +1,681+0.6% | 加碼 |
| HSBC Holdings PLC | 278,891 | $3,296 萬 | 0.05% | −192,461−40.8% | 減碼 |
| Renaissance Technologies LLC | 266,495 | $3,144 萬 | 0.04% | +58,600+28.2% | 加碼 |
| Virginia Retirement Systems Et Al | 261,600 | $3,081 萬 | 0.29% | +66,300+33.9% | 加碼 |
| Aviva PLC | 259,194 | $3,055 萬 | 0.15% | +48,086+22.8% | 加碼 |
| Hillsdale Investment Management Inc. | 257,347 | $3,026 萬 | 1.96% | +47,957+22.9% | 加碼 |
| Pictet Asset Management SA | 256,235 | $3,018 萬 | 0.03% | +6,244+2.5% | 加碼 |
| Barometer Capital Management Inc. | 200,403 | $2,920 萬 | 5.31% | +22,776+12.8% | 加碼 |
| Man Group plc | 247,427 | $2,915 萬 | 0.10% | +11,011+4.7% | 加碼 |
| Russell Investments Group, Ltd. | 246,923 | $2,908 萬 | 0.05% | −21,136−7.9% | 減碼 |
| AMF Pensionsforsakring AB | 238,469 | $2,810 萬 | 0.21% | −33,989−12.5% | 減碼 |
| Cumberland Partners Ltd | 237,239 | $2,795 萬 | 2.11% | +178,898+306.6% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 226,430 | $2,664 萬 | 1.75% | −5,410−2.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,303 | $2,636 萬 | 0.34% | −10.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 208,887 | $2,460 萬 | 0.12% | +34,071+19.5% | 加碼 |
| Rempart Asset Management Inc. | 203,231 | $2,394 萬 | 4.87% | −11,693−5.4% | 減碼 |
| Gluskin Sheff & Assoc Inc | 197,396 | $2,324 萬 | 1.01% | −2,185−1.1% | 減碼 |
| United Services Automobile Association | 189,021 | $2,224 萬 | 0.41% | +189,021 | 新進 |
| Teachers Retirement System of the State of Kentucky | 188,020 | $2,218 萬 | 0.22% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 180,645 | $2,126 萬 | 0.35% | −1,566−0.9% | 減碼 |
| UBS Group AG | 178,046 | $2,101 萬 | 0.01% | −39,705−18.2% | 減碼 |
| Dorchester Wealth Management Co | 175,955 | $2,076 萬 | 3.32% | −4,542−2.5% | 減碼 |
| Neuberger Berman Group LLC | 169,886 | $2,027 萬 | 0.02% | −6,153−3.5% | 減碼 |
| Twin Tree Management, LP | 166,387 | $1,963 萬 | 0.39% | +166,387 | 新進 |
| Wells Fargo & Company | 165,649 | $1,952 萬 | 0.01% | +87,282+111.4% | 加碼 |
| Forsta Ap-Fonden | 165,100 | $1,945 萬 | 0.22% | −25,700−13.5% | 減碼 |
| Vontobel Holding Ltd. | 157,164 | $1,861 萬 | 0.16% | +139,311+780.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 155,430 | $1,842 萬 | 0.05% | −36,971−19.2% | 減碼 |
| Burgundy Asset Management Ltd. | 150,000 | $1,766 萬 | 0.19% | +10,000+7.1% | 加碼 |
| STRS Ohio | 148,100 | $1,744 萬 | 0.06% | +31,500+27.0% | 加碼 |
| Citigroup Inc | 147,516 | $1,738 萬 | 0.02% | +31,516+27.2% | 加碼 |