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 2 季 13F 持有人
Bank of Montreal 在 2022/6/30 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
- 487
- 較 2022 年第 1 季 −10 家
- 持有股數
- 2.93 億
- 較 2022 年第 1 季 +648.9 萬 (+2.3%)
- 總市值
- $282.9 億
- 較 2022 年第 1 季 −$55.8 億 (−16.5%)
- 新進機構
- 51
- 另有 169 家加碼
- 清倉機構
- 61
- 另有 140 家減碼
另有 8 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nexus Investment Management ULC | 16,544 | $159.1 萬 | 0.18% | 00.0% | 不變 |
| Twin Tree Management, LP | 16,567 | $159.3 萬 | 0.03% | −149,820−90.0% | 減碼 |
| Wetherby Asset Management Inc | 16,796 | $161.5 萬 | 0.11% | −2,407−12.5% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 17,477 | $167.9 萬 | 0.79% | +185+1.1% | 加碼 |
| NorthRock Partners, LLC | 17,823 | $171.0 萬 | 0.18% | +260+1.5% | 加碼 |
| Van Eck Associates Corp | 17,873 | $171.9 萬 | 0.00% | +817+4.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 18,013 | $173.3 萬 | 0.00% | −2,594−12.6% | 減碼 |
| Associated Banc-Corp | 18,626 | $179.1 萬 | 0.08% | 00.0% | 不變 |
| Jane Street Group, LLC | 19,183 | $184.5 萬 | 0.00% | −276,105−93.5% | 減碼 |
| Manitou Investment Management Ltd. | 20,195 | $194.0 萬 | 0.36% | 00.0% | 不變 |
| MML Investors Services, LLC | 20,894 | $200.9 萬 | 0.02% | +3,714+21.6% | 加碼 |
| Lincluden Management Ltd | 21,596 | $207.7 萬 | 0.23% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 22,080 | $212.3 萬 | 0.12% | −870−3.8% | 減碼 |
| HighTower Advisors, LLC | 22,900 | $220.3 萬 | 0.01% | +760+3.4% | 加碼 |
| Assenagon Asset Management S.A. | 23,173 | $222.4 萬 | 0.01% | +1,677+7.8% | 加碼 |
| US Bancorp | 23,739 | $228.2 萬 | 0.00% | −28−0.1% | 減碼 |
| Metis Global Partners, LLC | 24,252 | $233.2 萬 | 0.37% | +594+2.5% | 加碼 |
| Natixis Advisors, L.P. | 24,656 | $237.1 萬 | 0.01% | −1,032−4.0% | 減碼 |
| Resources Management Corp | 25,030 | $240.7 萬 | 0.39% | −50−0.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 25,047 | $240.9 萬 | 0.06% | +856+3.5% | 加碼 |
| Bridgeway Capital Management, LLC | 25,200 | $242.3 萬 | 0.06% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 25,236 | $242.7 萬 | 0.01% | +844+3.5% | 加碼 |
| Price T Rowe Associates Inc | 25,425 | $244.0 萬 | 0.00% | +1,836+7.8% | 加碼 |
| Capital Fund Management S.A. | 25,493 | $245.2 萬 | 0.07% | −13,938−35.3% | 減碼 |
| Davis-Rea Ltd. | 26,164 | $251.6 萬 | 0.75% | −115,173−81.5% | 減碼 |
| K.J. Harrison & Partners Inc | 26,436 | $254.2 萬 | 0.69% | −72,487−73.3% | 減碼 |
| Private Advisor Group, LLC | 26,462 | $254.4 萬 | 0.02% | +4,576+20.9% | 加碼 |
| WoodTrust Financial Corp | 27,003 | $259.7 萬 | 0.58% | 00.0% | 不變 |
| Power Corp of Canada | 21,314 | $263.8 萬 | 0.54% | −5,335−20.0% | 減碼 |
| Trexquant Investment LP | 27,743 | $266.8 萬 | 0.12% | +27,743 | 新進 |
| Umb Bank N A | 27,800 | $267.3 萬 | 0.04% | −800−2.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 28,008 | $269.3 萬 | 0.01% | +3,172+12.8% | 加碼 |
| Advisor Group Holdings, Inc. | 27,993 | $269.6 萬 | 0.01% | −8,512−23.3% | 減碼 |
| Summit Global Investments | 28,297 | $272.1 萬 | 0.24% | +16,005+130.2% | 加碼 |
| Unigestion Holding SA | 28,431 | $273.4 萬 | 0.15% | +12,701+80.7% | 加碼 |
| CenterBook Partners LP | 29,207 | $280.9 萬 | 0.60% | +29,207 | 新進 |
| Baird Financial Group, Inc. | 30,832 | $296.5 萬 | 0.01% | −1,371−4.3% | 減碼 |
| Balyasny Asset Management LLC | 30,961 | $297.7 萬 | 0.01% | −72,960−70.2% | 減碼 |
| Ensign Peak Advisors, Inc | 30,429 | $298.2 萬 | 0.01% | 00.0% | 不變 |
| Silver Lake Advisory, LLC | 31,061 | $298.7 萬 | 1.63% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 31,998 | $307.7 萬 | 0.00% | +181+0.6% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 32,314 | $308.0 萬 | 0.15% | +10,096+45.4% | 加碼 |
| Foster & Motley Inc | 32,282 | $310.5 萬 | 0.27% | +20,007+163.0% | 加碼 |
| Rathbone Brothers plc | 33,103 | $317.7 萬 | 0.04% | −1,244−3.6% | 減碼 |
| Ameriprise Financial Inc | 33,093 | $318.2 萬 | 0.00% | −23,061−41.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 36,390 | $349.9 萬 | 0.03% | +24,301+201.0% | 加碼 |
| Principal Financial Group Inc | 38,240 | $366.9 萬 | 0.00% | −3,550−8.5% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 40,688 | $390.4 萬 | 0.23% | −6,572−13.9% | 減碼 |
| Azimuth Capital Investment Management LLC | 43,432 | $417.7 萬 | 0.21% | +43,432 | 新進 |
| Artemis Investment Management LLP | 48,433 | $466.1 萬 | 0.05% | +19,086+65.0% | 加碼 |
| Stifel Financial Corp | 50,305 | $483.8 萬 | 0.01% | +1,300+2.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 50,674 | $487.3 萬 | 0.13% | +2,440+5.1% | 加碼 |
| Marshall Wace, LLP | 52,200 | $501.4 萬 | 0.01% | −895,921−94.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 53,179 | $511.4 萬 | 0.11% | 00.0% | 不變 |
| Alliancebernstein L.P. | 54,152 | $520.8 萬 | 0.00% | −2,085−3.7% | 減碼 |
| American Century Companies Inc | 54,481 | $523.9 萬 | 0.00% | +9,255+20.5% | 加碼 |
| Dana Investment Advisors, Inc. | 55,558 | $534.3 萬 | 0.27% | +55,558 | 新進 |
| APG Asset Management N.V. | 58,275 | $534.9 萬 | 0.01% | −47,600−45.0% | 減碼 |
| Voloridge Investment Management, LLC | 55,791 | $536.5 萬 | 0.03% | −453−0.8% | 減碼 |
| LPL Financial LLC | 58,110 | $558.8 萬 | 0.01% | −3,388−5.5% | 減碼 |
| PCJ Investment Counsel Ltd. | 59,181 | $569.1 萬 | 2.82% | −22,660−27.7% | 減碼 |
| M&T Bank Corp | 60,184 | $579.2 萬 | 0.03% | +1,130+1.9% | 加碼 |
| Shell Asset Management Co | 67,208 | $644.9 萬 | 0.19% | +1,198+1.8% | 加碼 |
| AlphaCrest Capital Management LLC | 68,487 | $658.6 萬 | 0.32% | +25,435+59.1% | 加碼 |
| Marvin & Palmer Associates Inc | 69,658 | $669.9 萬 | 3.45% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 69,748 | $670.7 萬 | 0.25% | −866−1.2% | 減碼 |
| Wells Fargo & Company | 72,629 | $697.1 萬 | 0.00% | −93,020−56.2% | 減碼 |
| Raymond James & Associates | 73,336 | $705.3 萬 | 0.01% | +2,656+3.8% | 加碼 |
| Barclays PLC | 73,583 | $707.6 萬 | 0.01% | +36,065+96.1% | 加碼 |
| Thornburg Investment Management Inc | 79,411 | $763.6 萬 | 0.12% | +2,333+3.0% | 加碼 |
| ClariVest Asset Management LLC | 81,176 | $778.9 萬 | 0.34% | +81,176 | 新進 |
| HighPoint Advisor Group LLC | 83,768 | $799.3 萬 | 0.87% | +83,768 | 新進 |
| Eaton Vance Management | 84,240 | $810.1 萬 | 0.01% | −32,940−28.1% | 減碼 |
| Westpac Banking Corp | 67,442 | $834.8 萬 | 0.11% | +12,400+22.5% | 加碼 |
| Wellington Management Group LLP | 96,030 | $921.4 萬 | 0.00% | −7,521−7.3% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $923.2 萬 | 1.15% | 00.0% | 不變 |
| Federated Hermes, Inc. | 97,990 | $942.4 萬 | 0.03% | −390.0% | 減碼 |
| Achmea Investment Management B.V. | 99,777 | $957.4 萬 | 0.31% | −26,074−20.7% | 減碼 |
| Susquehanna International Group, LLP | 100,467 | $966.2 萬 | 0.02% | +71,067+241.7% | 加碼 |
| Portland Investment Counsel Inc. | 100,810 | $969.4 萬 | 4.88% | +800+0.8% | 加碼 |
| DSM Capital Partners LLC | 101,798 | $978.9 萬 | 0.16% | +17,896+21.3% | 加碼 |
| Janus Henderson Group PLC | 106,708 | $1,025 萬 | 0.01% | −330,517−75.6% | 減碼 |
| Vontobel Holding Ltd. | 109,879 | $1,059 萬 | 0.11% | −47,285−30.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 111,100 | $1,068 萬 | 0.11% | +25,900+30.4% | 加碼 |
| Citadel Advisors LLC | 115,466 | $1,111 萬 | 0.02% | +100,881+691.7% | 加碼 |
| STRS Ohio | 116,600 | $1,119 萬 | 0.05% | −31,500−21.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 128,945 | $1,237 萬 | 0.10% | +621+0.5% | 加碼 |
| St Germain D J Co Inc | 129,895 | $1,249 萬 | 0.83% | −1,090−0.8% | 減碼 |
| USS Investment Management Ltd | 136,054 | $1,309 萬 | 0.14% | −9,885−6.8% | 減碼 |
| Pinnacle Financial Partners Inc | 137,630 | $1,324 萬 | 0.47% | +5,948+4.5% | 加碼 |
| Credential Qtrade Securities Inc. | 140,551 | $1,351 萬 | 0.97% | +110,529+368.2% | 加碼 |
| Jarislowsky, Fraser Ltd | 145,562 | $1,397 萬 | 0.09% | +1,159+0.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 149,900 | $1,429 萬 | 0.04% | −5,530−3.6% | 減碼 |
| Burgundy Asset Management Ltd. | 150,000 | $1,441 萬 | 0.18% | 00.0% | 不變 |
| Citigroup Inc | 162,268 | $1,557 萬 | 0.02% | +14,752+10.0% | 加碼 |
| Forsta Ap-Fonden | 163,500 | $1,569 萬 | 0.20% | −1,600−1.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 175,491 | $1,688 萬 | 0.31% | −5,154−2.9% | 減碼 |
| Man Group plc | – | $1,712 萬 | 0.07% | – | – |
| Renaissance Technologies LLC | 179,100 | $1,722 萬 | 0.02% | −87,395−32.8% | 減碼 |
| UBS Group AG | 184,025 | $1,770 萬 | 0.01% | +5,979+3.4% | 加碼 |