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
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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 13,266 | $156.5 萬 | 0.15% | −1,257−8.7% | 減碼 |
| Aigen Investment Management, LP | 14,424 | $170.2 萬 | 0.29% | +9,334+183.4% | 加碼 |
| Curbstone Financial Management Corp | 14,534 | $171.5 萬 | 0.32% | 00.0% | 不變 |
| Citadel Advisors LLC | 14,585 | $172.1 萬 | 0.00% | −171,283−92.2% | 減碼 |
| Truist Financial Corp | 14,774 | $174.2 萬 | 0.00% | −5,241−26.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 14,835 | $174.7 萬 | 0.07% | +9,950+203.7% | 加碼 |
| Naples Global Advisors, LLC | 14,882 | $175.6 萬 | 0.20% | +50+0.3% | 加碼 |
| Swiss Life Asset Management Ltd | 14,930 | $175.7 萬 | 0.02% | +11,559+342.9% | 加碼 |
| Baader Bank INC | 15,000 | $176.4 萬 | 0.14% | 00.0% | 不變 |
| Tacita Capital Inc | 15,495 | $182.5 萬 | 1.06% | 00.0% | 不變 |
| Brewin Dolphin Ltd | 15,510 | $183.0 萬 | 0.07% | −962−5.8% | 減碼 |
| Unigestion Holding SA | 15,730 | $186.2 萬 | 0.08% | −2,653−14.4% | 減碼 |
| LSV Asset Management | 16,500 | $194.7 萬 | 0.00% | −16,400−49.8% | 減碼 |
| Nexus Investment Management ULC | 16,544 | $194.9 萬 | 0.20% | 00.0% | 不變 |
| Van Eck Associates Corp | 17,056 | $200.6 萬 | 0.00% | −4,956−22.5% | 減碼 |
| MML Investors Services, LLC | 17,180 | $202.7 萬 | 0.01% | +738+4.5% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 17,292 | $203.6 萬 | 0.94% | +30+0.2% | 加碼 |
| NorthRock Partners, LLC | 17,563 | $206.8 萬 | 0.19% | +1,068+6.5% | 加碼 |
| Associated Banc-Corp | 18,626 | $219.8 萬 | 0.08% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 19,203 | $226.5 萬 | 0.13% | +2,327+13.8% | 加碼 |
| Manitou Investment Management Ltd. | 20,195 | $237.7 萬 | 0.37% | −565−2.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 20,607 | $243.1 萬 | 0.00% | +375+1.9% | 加碼 |
| Assenagon Asset Management S.A. | 21,496 | $253.2 萬 | 0.01% | −1,484−6.5% | 減碼 |
| Lincluden Management Ltd | 21,596 | $254.1 萬 | 0.22% | +20,935+3,167.2% | 加碼 |
| Private Advisor Group, LLC | 21,886 | $258.2 萬 | 0.02% | +1,554+7.6% | 加碼 |
| HighTower Advisors, LLC | 22,140 | $261.2 萬 | 0.01% | −499−2.2% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 22,218 | $261.3 萬 | 0.10% | +2,850+14.7% | 加碼 |
| Pittenger & Anderson Inc | 22,950 | $270.7 萬 | 0.13% | +22,950 | 新進 |
| Price T Rowe Associates Inc | 23,589 | $277.8 萬 | 0.00% | +131+0.6% | 加碼 |
| Metis Global Partners, LLC | 23,658 | $278.4 萬 | 0.33% | +23,658 | 新進 |
| US Bancorp | 23,767 | $280.5 萬 | 0.00% | +678+2.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 24,191 | $285.4 萬 | 0.06% | +1,096+4.7% | 加碼 |
| Commonwealth Equity Services, LLC | 24,392 | $287.7 萬 | 0.01% | +536+2.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 24,836 | $293.0 萬 | 0.01% | +9,150+58.3% | 加碼 |
| Resources Management Corp | 25,080 | $295.9 萬 | 0.41% | −40−0.2% | 減碼 |
| Bridgeway Capital Management, LLC | 25,200 | $297.3 萬 | 0.06% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 25,688 | $303.0 萬 | 0.01% | +4,780+22.9% | 加碼 |
| WoodTrust Financial Corp | 27,003 | $318.6 萬 | 0.65% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 27,094 | $319.7 萬 | 0.01% | +20,453+308.0% | 加碼 |
| Umb Bank N A | 28,600 | $337.4 萬 | 0.04% | 00.0% | 不變 |
| Artemis Investment Management LLP | 29,347 | $345.5 萬 | 0.03% | +29,347 | 新進 |
| Susquehanna International Group, LLP | 29,400 | $346.5 萬 | 0.01% | +26,604+951.5% | 加碼 |
| Credential Qtrade Securities Inc. | 30,022 | $353.3 萬 | 0.22% | +385+1.3% | 加碼 |
| Ensign Peak Advisors, Inc | 30,429 | $354.4 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 30,416 | $358.4 萬 | 0.03% | +25,565+527.0% | 加碼 |
| Silver Lake Advisory, LLC | 31,061 | $366.4 萬 | 1.74% | −410−1.3% | 減碼 |
| Envestnet Asset Management Inc | 31,817 | $375.3 萬 | 0.00% | −860−2.6% | 減碼 |
| Baird Financial Group, Inc. | 32,203 | $379.9 萬 | 0.01% | −541−1.7% | 減碼 |
| Advisor Group Holdings, Inc. | 36,505 | $388.9 萬 | 0.01% | +1,470+4.2% | 加碼 |
| Rathbone Brothers plc | 34,347 | $404.5 萬 | 0.04% | −2,075−5.7% | 減碼 |
| Qube Research & Technologies Ltd | 34,907 | $411.8 萬 | 0.04% | −114,545−76.6% | 減碼 |
| Barclays PLC | 37,518 | $442.6 萬 | 0.00% | −40,346−51.8% | 減碼 |
| Power Corp of Canada | 26,649 | $453.4 萬 | 0.38% | +26,649 | 新進 |
| Capital Fund Management S.A. | 39,431 | $465.2 萬 | 0.12% | −24,400−38.2% | 減碼 |
| Principal Financial Group Inc | 41,790 | $492.2 萬 | 0.00% | +41,790 | 新進 |
| Susquehanna Fundamental Investments, LLC | 42,643 | $502.6 萬 | 0.10% | +10,600+33.1% | 加碼 |
| AlphaCrest Capital Management LLC | 43,052 | $507.9 萬 | 0.28% | −125,634−74.5% | 減碼 |
| Edgestream Partners, L.P. | 44,329 | $522.9 萬 | 0.42% | +3,153+7.7% | 加碼 |
| American Century Companies Inc | 45,226 | $532.2 萬 | 0.00% | +5,902+15.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 47,260 | $563.5 萬 | 0.41% | +47,260 | 新進 |
| Crossmark Global Holdings, Inc. | 48,234 | $569.0 萬 | 0.13% | +3,047+6.7% | 加碼 |
| Stifel Financial Corp | 49,005 | $578.1 萬 | 0.01% | −2,967−5.7% | 減碼 |
| Davis-Rea Ltd. | 141,337 | $582.6 萬 | 3.06% | +127,894+951.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 53,179 | $627.4 萬 | 0.09% | +53,179 | 新進 |
| Ameriprise Financial Inc | 56,154 | $634.0 萬 | 0.00% | +10,424+22.8% | 加碼 |
| Legacy Capital Partners, Inc. | 56,053 | $661.3 萬 | 2.18% | −75−0.1% | 減碼 |
| Alliancebernstein L.P. | 56,237 | $663.4 萬 | 0.00% | +702+1.3% | 加碼 |
| Voloridge Investment Management, LLC | 56,244 | $663.5 萬 | 0.04% | +29,754+112.3% | 加碼 |
| M&T Bank Corp | 59,054 | $696.6 萬 | 0.03% | −160.0% | 減碼 |
| LPL Financial LLC | 61,498 | $725.5 萬 | 0.01% | +1,903+3.2% | 加碼 |
| JCIC Asset Management Inc. | 64,268 | $756.1 萬 | 2.34% | +58,795+1,074.3% | 加碼 |
| Shell Asset Management Co | 66,010 | $777.5 萬 | 0.18% | −4,347−6.2% | 減碼 |
| Azimuth Capital Management LLC | 68,612 | $809.4 萬 | 0.35% | +1,611+2.4% | 加碼 |
| Westpac Banking Corp | 55,042 | $809.7 萬 | 0.09% | +1,700+3.2% | 加碼 |
| Marvin & Palmer Associates Inc | 69,658 | $821.8 萬 | 3.70% | +69,658 | 新進 |
| Rockefeller Capital Management L.P. | 69,837 | $823.8 萬 | 0.04% | +16,159+30.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 70,614 | $830.9 萬 | 0.27% | +3,558+5.3% | 加碼 |
| Raymond James & Associates | 70,680 | $833.8 萬 | 0.01% | −7,845−10.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 74,446 | $877.3 萬 | 0.02% | +22,936+44.5% | 加碼 |
| K2 Principal Fund, L.P. | 76,100 | $897.8 萬 | 1.56% | +76,100 | 新進 |
| Thornburg Investment Management Inc | 77,078 | $907.2 萬 | 0.12% | +77,078 | 新進 |
| Waratah Capital Advisors Ltd. | 77,602 | $913.0 萬 | 0.42% | +28,916+59.4% | 加碼 |
| PCJ Investment Counsel Ltd. | 81,841 | $962.8 萬 | 3.52% | +2,011+2.5% | 加碼 |
| DSM Capital Partners LLC | 83,902 | $987.6 萬 | 0.13% | +43,611+108.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 85,200 | $1,003 萬 | 0.11% | +65,600+334.7% | 加碼 |
| APG Asset Management N.V. | 105,875 | $1,121 萬 | 0.02% | +5,000+5.0% | 加碼 |
| American Assets Investment Management, LLC | 96,000 | $1,133 萬 | 1.20% | 00.0% | 不變 |
| Federated Hermes, Inc. | 98,029 | $1,156 萬 | 0.03% | −42,156−30.1% | 減碼 |
| K.J. Harrison & Partners Inc | 98,923 | $1,165 萬 | 1.87% | +6,445+7.0% | 加碼 |
| Portland Investment Counsel Inc. | 100,010 | $1,177 萬 | 6.23% | +75,200+303.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 100,969 | $1,188 萬 | 0.02% | +66,969+197.0% | 加碼 |
| Wellington Management Group LLP | 103,551 | $1,220 萬 | 0.00% | +30,267+41.3% | 加碼 |
| CVI Holdings, LLC | 103,700 | $1,221 萬 | 0.81% | +103,700 | 新進 |
| Eaton Vance Management | 117,180 | $1,382 萬 | 0.02% | +25,518+27.8% | 加碼 |
| Millennium Management LLC | 120,594 | $1,423 萬 | 0.02% | −475,033−79.8% | 減碼 |
| Two Sigma Investments, LP | 121,640 | $1,435 萬 | 0.04% | −669,600−84.6% | 減碼 |
| Achmea Investment Management B.V. | 125,851 | $1,482 萬 | 0.39% | +6,774+5.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 128,324 | $1,511 萬 | 0.10% | −7,846−5.8% | 減碼 |
| Balyasny Asset Management LLC | 103,921 | $1,515 萬 | 0.07% | +103,921 | 新進 |
| St Germain D J Co Inc | 130,985 | $1,545 萬 | 0.87% | −6,044−4.4% | 減碼 |