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 3 季 13F 持有人
Bank of Montreal 在 2022/9/30 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
- 456
- 較 2022 年第 2 季 −24 家
- 持有股數
- 3.00 億
- 較 2022 年第 2 季 +656.1 萬 (+2.2%)
- 總市值
- $264.0 億
- 較 2022 年第 2 季 −$18.8 億 (−6.6%)
- 新進機構
- 35
- 另有 171 家加碼
- 清倉機構
- 59
- 另有 135 家減碼
另有 7 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 26,130 | $229.0 萬 | 0.01% | −1,878−6.7% | 減碼 |
| MML Investors Services, LLC | 26,132 | $229.0 萬 | 0.02% | +5,238+25.1% | 加碼 |
| K.J. Harrison & Partners Inc | 26,106 | $230.6 萬 | 0.82% | −330−1.2% | 減碼 |
| Commonwealth Equity Services, LLC | 26,653 | $233.5 萬 | 0.01% | +1,417+5.6% | 加碼 |
| APG Asset Management N.V. | 26,175 | $235.4 萬 | 0.01% | −32,100−55.1% | 減碼 |
| Artemis Investment Management LLP | 26,802 | $236.3 萬 | 0.03% | −21,631−44.7% | 減碼 |
| WoodTrust Financial Corp | 27,003 | $236.7 萬 | 0.53% | 00.0% | 不變 |
| Foster & Motley Inc | 27,219 | $238.5 萬 | 0.23% | −5,063−15.7% | 減碼 |
| Advisor Group Holdings, Inc. | 29,323 | $257.1 萬 | 0.01% | +1,330+4.8% | 加碼 |
| Baird Financial Group, Inc. | 30,963 | $271.4 萬 | 0.01% | +131+0.4% | 加碼 |
| Silver Lake Advisory, LLC | 31,061 | $272.2 萬 | 1.59% | 00.0% | 不變 |
| Private Advisor Group, LLC | 31,687 | $277.7 萬 | 0.03% | +5,225+19.7% | 加碼 |
| Rathbone Brothers plc | 31,853 | $280.7 萬 | 0.03% | −1,250−3.8% | 減碼 |
| Quadrature Capital Ltd | 32,600 | $288.6 萬 | 0.09% | −266,200−89.1% | 減碼 |
| Envestnet Asset Management Inc | 33,100 | $290.1 萬 | 0.00% | +1,102+3.4% | 加碼 |
| Natixis Advisors, L.P. | 33,338 | $292.2 萬 | 0.01% | +8,682+35.2% | 加碼 |
| Ensign Peak Advisors, Inc | 31,429 | $300.6 萬 | 0.01% | +1,000+3.3% | 加碼 |
| Murchinson Ltd. | 25,526 | $309.0 萬 | 0.90% | +25,526 | 新進 |
| Ossiam | 36,931 | $325.4 萬 | 0.09% | +36,931 | 新進 |
| Assenagon Asset Management S.A. | 37,514 | $330.6 萬 | 0.01% | +14,341+61.9% | 加碼 |
| Shell Asset Management Co | 41,316 | $364.1 萬 | 0.14% | −25,892−38.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 41,592 | $364.5 萬 | 0.20% | −1,840−4.2% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 42,363 | $374.2 萬 | 1.82% | +24,886+142.4% | 加碼 |
| Thornburg Investment Management Inc | 44,431 | $389.1 萬 | 0.07% | −34,980−44.0% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 45,714 | $402.8 萬 | 0.24% | +5,026+12.4% | 加碼 |
| Ameriprise Financial Inc | 49,996 | $438.3 萬 | 0.00% | +16,903+51.1% | 加碼 |
| Stifel Financial Corp | 53,050 | $464.9 萬 | 0.01% | +2,745+5.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 53,371 | $467.8 萬 | 0.13% | +2,697+5.3% | 加碼 |
| Barclays PLC | 55,499 | $486.3 萬 | 0.01% | −18,084−24.6% | 減碼 |
| Dana Investment Advisors, Inc. | 55,758 | $488.7 萬 | 0.28% | +200+0.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 56,102 | $491.4 萬 | 0.01% | −316,048−84.9% | 減碼 |
| M&T Bank Corp | 56,712 | $497.9 萬 | 0.02% | −3,472−5.8% | 減碼 |
| Romano Brothers and Company | 57,109 | $500.5 萬 | 0.81% | +57,109 | 新進 |
| LPL Financial LLC | 57,366 | $502.8 萬 | 0.00% | −744−1.3% | 減碼 |
| Alliancebernstein L.P. | 57,512 | $504.0 萬 | 0.00% | +3,360+6.2% | 加碼 |
| JCIC Asset Management Inc. | 56,398 | $519.5 萬 | 2.40% | +56,398 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 31,968 | $531.2 萬 | 0.28% | −346−1.1% | 減碼 |
| Waratah Capital Advisors Ltd. | 63,781 | $558.9 萬 | 0.37% | +63,781 | 新進 |
| HighTower Advisors, LLC | 67,946 | $602.2 萬 | 0.02% | +45,046+196.7% | 加碼 |
| Pendal Group Limited | 69,979 | $612.6 萬 | 0.06% | +57,242+449.4% | 加碼 |
| Raymond James & Associates | 72,454 | $635.0 萬 | 0.01% | −882−1.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 72,847 | $638.4 萬 | 0.11% | +72,847 | 新進 |
| Northwest & Ethical Investments L.P. | 75,067 | $657.9 萬 | 0.26% | +5,319+7.6% | 加碼 |
| Wells Fargo & Company | 77,895 | $682.6 萬 | 0.00% | +5,266+7.3% | 加碼 |
| ClariVest Asset Management LLC | 79,714 | $702.5 萬 | 0.34% | −1,462−1.8% | 減碼 |
| Achmea Investment Management B.V. | 80,236 | $707.0 萬 | 0.25% | −19,541−19.6% | 減碼 |
| Janus Henderson Group PLC | 80,839 | $712.7 萬 | 0.01% | −25,869−24.2% | 減碼 |
| Eaton Vance Management | 84,271 | $738.6 萬 | 0.01% | +310.0% | 加碼 |
| USS Investment Management Ltd | 88,193 | $772.4 萬 | 0.12% | −47,861−35.2% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $841.3 萬 | 1.10% | 00.0% | 不變 |
| DSM Capital Partners LLC | 96,543 | $846.1 萬 | 0.14% | −5,255−5.2% | 減碼 |
| Federated Hermes, Inc. | 97,073 | $850.7 萬 | 0.02% | −917−0.9% | 減碼 |
| Wellington Management Group LLP | 100,487 | $885.4 萬 | 0.00% | +4,457+4.6% | 加碼 |
| Portland Investment Counsel Inc. | 107,310 | $940.5 萬 | 6.06% | +6,500+6.4% | 加碼 |
| Citigroup Inc | 108,509 | $956.1 萬 | 0.01% | −53,759−33.1% | 減碼 |
| Vontobel Holding Ltd. | 108,571 | $960.9 萬 | 0.11% | −1,308−1.2% | 減碼 |
| STRS Ohio | 116,600 | $1,027 萬 | 0.05% | 00.0% | 不變 |
| SIG North Trading, ULC | 128,689 | $1,126 萬 | 4.04% | +128,689 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 131,377 | $1,163 萬 | 0.03% | +10,008+8.2% | 加碼 |
| PCJ Investment Counsel Ltd. | 137,661 | $1,206 萬 | 5.92% | +78,480+132.6% | 加碼 |
| Millennium Management LLC | 139,177 | $1,220 萬 | 0.02% | −399,306−74.2% | 減碼 |
| St Germain D J Co Inc | 129,895 | $1,249 萬 | 0.83% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 145,559 | $1,276 萬 | 0.46% | +7,929+5.8% | 加碼 |
| Jarislowsky, Fraser Ltd | 146,681 | $1,292 萬 | 0.09% | +1,119+0.8% | 加碼 |
| Burgundy Asset Management Ltd. | 150,000 | $1,315 萬 | 0.18% | 00.0% | 不變 |
| AMF Pensionsforsakring AB | 155,242 | $1,368 萬 | 0.16% | −83,227−34.9% | 減碼 |
| Forsta Ap-Fonden | 156,800 | $1,382 萬 | 0.17% | −6,700−4.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 160,076 | $1,411 萬 | 0.08% | −30,306−15.9% | 減碼 |
| Credential Qtrade Securities Inc. | 161,511 | $1,415 萬 | 1.10% | +20,960+14.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 167,080 | $1,464 萬 | 0.04% | +17,180+11.5% | 加碼 |
| AXA S.A. | 172,330 | $1,510 萬 | 0.06% | −46,098−21.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 174,875 | $1,531 萬 | 0.29% | −616−0.4% | 減碼 |
| Hillsdale Investment Management Inc. | 175,452 | $1,536 萬 | 1.39% | −157,880−47.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 183,029 | $1,613 萬 | 0.11% | +54,084+41.9% | 加碼 |
| Dorchester Wealth Management Co | 186,731 | $1,635 萬 | 3.61% | −870−0.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 188,360 | $1,651 萬 | 0.19% | +188,360 | 新進 |
| Barometer Capital Management Inc. | 139,133 | $1,666 萬 | 6.87% | +139,133 | 新進 |
| Gluskin Sheff & Assoc Inc | 190,378 | $1,669 萬 | 1.00% | −2,690−1.4% | 減碼 |
| Man Group plc | 190,706 | $1,679 萬 | 0.08% | – | – |
| UBS Group AG | 197,663 | $1,732 萬 | 0.01% | +13,638+7.4% | 加碼 |
| Rempart Asset Management Inc. | 202,281 | $1,774 萬 | 4.60% | −495−0.2% | 減碼 |
| Neuberger Berman Group LLC | 207,548 | $1,861 萬 | 0.02% | −9,460−4.4% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 215,380 | $1,885 萬 | 1.70% | −7,186−3.2% | 減碼 |
| United Services Automobile Association | 222,546 | $1,949 萬 | 0.54% | +4,467+2.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $1,975 萬 | 0.32% | 00.0% | 不變 |
| M&G Investment Management Ltd | 240,530 | $2,104 萬 | 0.18% | −323,154−57.3% | 減碼 |
| Cumberland Partners Ltd | 246,774 | $2,168 萬 | 2.30% | −1,857−0.7% | 減碼 |
| Pictet Asset Management SA | 259,978 | $2,291 萬 | 0.03% | +8,038+3.2% | 加碼 |
| HSBC Holdings PLC | 270,483 | $2,400 萬 | 0.04% | +14,689+5.7% | 加碼 |
| Northern Trust Corp | 301,546 | $2,643 萬 | 0.01% | +5,438+1.8% | 加碼 |
| Guardian Capital Advisors LP | 337,991 | $2,858 萬 | 3.57% | +6,580+2.0% | 加碼 |
| Allianz Asset Management GmbH | 324,560 | $2,860 萬 | 0.07% | −20,248−5.9% | 減碼 |
| Aviva PLC | 336,036 | $2,959 萬 | 0.17% | +267+0.1% | 加碼 |
| Russell Investments Group, Ltd. | 345,565 | $3,045 萬 | 0.07% | +40,652+13.3% | 加碼 |
| Todd Asset Management LLC | 356,876 | $3,128 萬 | 0.87% | −4,044−1.1% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 409,100 | $3,605 萬 | 0.21% | −50,400−11.0% | 減碼 |
| Korea Investment CORP | 419,314 | $3,695 萬 | 0.11% | +36,522+9.5% | 加碼 |
| BlackRock Inc. | 427,293 | $3,745 萬 | 0.00% | −15,055−3.4% | 減碼 |
| Great West Life Assurance Co | 427,319 | $3,757 萬 | 0.11% | −8,456−1.9% | 減碼 |
| State of Wisconsin Investment Board | 436,029 | $3,842 萬 | 0.12% | −44,303−9.2% | 減碼 |