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 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 |
|---|---|---|---|---|---|
| Citigroup Inc | 108,509 | $956.1 萬 | 0.01% | −53,759−33.1% | 減碼 |
| Portland Investment Counsel Inc. | 107,310 | $940.5 萬 | 6.06% | +6,500+6.4% | 加碼 |
| Wellington Management Group LLP | 100,487 | $885.4 萬 | 0.00% | +4,457+4.6% | 加碼 |
| Federated Hermes, Inc. | 97,073 | $850.7 萬 | 0.02% | −917−0.9% | 減碼 |
| DSM Capital Partners LLC | 96,543 | $846.1 萬 | 0.14% | −5,255−5.2% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $841.3 萬 | 1.10% | 00.0% | 不變 |
| USS Investment Management Ltd | 88,193 | $772.4 萬 | 0.12% | −47,861−35.2% | 減碼 |
| Eaton Vance Management | 84,271 | $738.6 萬 | 0.01% | +310.0% | 加碼 |
| Janus Henderson Group PLC | 80,839 | $712.7 萬 | 0.01% | −25,869−24.2% | 減碼 |
| Achmea Investment Management B.V. | 80,236 | $707.0 萬 | 0.25% | −19,541−19.6% | 減碼 |
| ClariVest Asset Management LLC | 79,714 | $702.5 萬 | 0.34% | −1,462−1.8% | 減碼 |
| Wells Fargo & Company | 77,895 | $682.6 萬 | 0.00% | +5,266+7.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 75,067 | $657.9 萬 | 0.26% | +5,319+7.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 72,847 | $638.4 萬 | 0.11% | +72,847 | 新進 |
| Raymond James & Associates | 72,454 | $635.0 萬 | 0.01% | −882−1.2% | 減碼 |
| Pendal Group Limited | 69,979 | $612.6 萬 | 0.06% | +57,242+449.4% | 加碼 |
| HighTower Advisors, LLC | 67,946 | $602.2 萬 | 0.02% | +45,046+196.7% | 加碼 |
| Waratah Capital Advisors Ltd. | 63,781 | $558.9 萬 | 0.37% | +63,781 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 31,968 | $531.2 萬 | 0.28% | −346−1.1% | 減碼 |
| JCIC Asset Management Inc. | 56,398 | $519.5 萬 | 2.40% | +56,398 | 新進 |
| Alliancebernstein L.P. | 57,512 | $504.0 萬 | 0.00% | +3,360+6.2% | 加碼 |
| LPL Financial LLC | 57,366 | $502.8 萬 | 0.00% | −744−1.3% | 減碼 |
| Romano Brothers and Company | 57,109 | $500.5 萬 | 0.81% | +57,109 | 新進 |
| M&T Bank Corp | 56,712 | $497.9 萬 | 0.02% | −3,472−5.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 56,102 | $491.4 萬 | 0.01% | −316,048−84.9% | 減碼 |
| Dana Investment Advisors, Inc. | 55,758 | $488.7 萬 | 0.28% | +200+0.4% | 加碼 |
| Barclays PLC | 55,499 | $486.3 萬 | 0.01% | −18,084−24.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 53,371 | $467.8 萬 | 0.13% | +2,697+5.3% | 加碼 |
| Stifel Financial Corp | 53,050 | $464.9 萬 | 0.01% | +2,745+5.5% | 加碼 |
| Ameriprise Financial Inc | 49,996 | $438.3 萬 | 0.00% | +16,903+51.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 45,714 | $402.8 萬 | 0.24% | +5,026+12.4% | 加碼 |
| Thornburg Investment Management Inc | 44,431 | $389.1 萬 | 0.07% | −34,980−44.0% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 42,363 | $374.2 萬 | 1.82% | +24,886+142.4% | 加碼 |
| Azimuth Capital Investment Management LLC | 41,592 | $364.5 萬 | 0.20% | −1,840−4.2% | 減碼 |
| Shell Asset Management Co | 41,316 | $364.1 萬 | 0.14% | −25,892−38.5% | 減碼 |
| Assenagon Asset Management S.A. | 37,514 | $330.6 萬 | 0.01% | +14,341+61.9% | 加碼 |
| Ossiam | 36,931 | $325.4 萬 | 0.09% | +36,931 | 新進 |
| Murchinson Ltd. | 25,526 | $309.0 萬 | 0.90% | +25,526 | 新進 |
| Ensign Peak Advisors, Inc | 31,429 | $300.6 萬 | 0.01% | +1,000+3.3% | 加碼 |
| Natixis Advisors, L.P. | 33,338 | $292.2 萬 | 0.01% | +8,682+35.2% | 加碼 |
| Envestnet Asset Management Inc | 33,100 | $290.1 萬 | 0.00% | +1,102+3.4% | 加碼 |
| Quadrature Capital Ltd | 32,600 | $288.6 萬 | 0.09% | −266,200−89.1% | 減碼 |
| Rathbone Brothers plc | 31,853 | $280.7 萬 | 0.03% | −1,250−3.8% | 減碼 |
| Private Advisor Group, LLC | 31,687 | $277.7 萬 | 0.03% | +5,225+19.7% | 加碼 |
| Silver Lake Advisory, LLC | 31,061 | $272.2 萬 | 1.59% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 30,963 | $271.4 萬 | 0.01% | +131+0.4% | 加碼 |
| Advisor Group Holdings, Inc. | 29,323 | $257.1 萬 | 0.01% | +1,330+4.8% | 加碼 |
| Foster & Motley Inc | 27,219 | $238.5 萬 | 0.23% | −5,063−15.7% | 減碼 |
| WoodTrust Financial Corp | 27,003 | $236.7 萬 | 0.53% | 00.0% | 不變 |
| Artemis Investment Management LLP | 26,802 | $236.3 萬 | 0.03% | −21,631−44.7% | 減碼 |
| APG Asset Management N.V. | 26,175 | $235.4 萬 | 0.01% | −32,100−55.1% | 減碼 |
| Commonwealth Equity Services, LLC | 26,653 | $233.5 萬 | 0.01% | +1,417+5.6% | 加碼 |
| K.J. Harrison & Partners Inc | 26,106 | $230.6 萬 | 0.82% | −330−1.2% | 減碼 |
| 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 |
| Summit Global Investments | 25,633 | $224.7 萬 | 0.21% | −2,664−9.4% | 減碼 |
| Bridgeway Capital Management, LLC | 25,200 | $220.9 萬 | 0.06% | 00.0% | 不變 |
| Resources Management Corp | 25,030 | $219.4 萬 | 0.38% | 00.0% | 不變 |
| Jane Street Group, LLC | 24,187 | $211.9 萬 | 0.00% | +5,004+26.1% | 加碼 |
| US Bancorp | 23,447 | $205.5 萬 | 0.00% | −292−1.2% | 減碼 |
| Guggenheim Capital LLC | 21,698 | $190.2 萬 | 0.02% | +7,432+52.1% | 加碼 |
| Lincluden Management Ltd | 21,596 | $189.3 萬 | 0.24% | 00.0% | 不變 |
| Metis Global Partners, LLC | 21,493 | $188.4 萬 | 0.30% | −2,759−11.4% | 減碼 |
| Power Corp of Canada | 21,314 | $186.6 萬 | 0.28% | 00.0% | 不變 |
| Capital Fund Management S.A. | 21,188 | $185.7 萬 | 0.05% | −4,305−16.9% | 減碼 |
| Principal Financial Group Inc | 21,044 | $185.4 萬 | 0.00% | −17,196−45.0% | 減碼 |
| Mariner, LLC | 20,703 | $181.5 萬 | 0.01% | +20,703 | 新進 |
| Manitou Investment Management Ltd. | 20,445 | $180.6 萬 | 0.34% | +250+1.2% | 加碼 |
| AlphaCrest Capital Management LLC | 20,362 | $178.5 萬 | 0.11% | −48,125−70.3% | 減碼 |
| Van Eck Associates Corp | 18,961 | $166.0 萬 | 0.00% | +1,088+6.1% | 加碼 |
| Wetherby Asset Management Inc | 18,521 | $162.3 萬 | 0.11% | +1,725+10.3% | 加碼 |
| Employees Provident Fund Board | 18,200 | $160.4 萬 | 0.05% | +6,280+52.7% | 加碼 |
| Associated Banc-Corp | 18,200 | $159.6 萬 | 0.07% | −426−2.3% | 減碼 |
| Rodgers Brothers Inc. | 18,125 | $158.8 萬 | 0.34% | +18,125 | 新進 |
| NorthRock Partners, LLC | 17,633 | $155.4 萬 | 0.18% | −190−1.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 17,574 | $154.0 萬 | 0.15% | +4,754+37.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 16,794 | $147.2 萬 | 0.00% | +8,589+104.7% | 加碼 |
| Creative Planning | 16,730 | $146.6 萬 | 0.00% | +4,038+31.8% | 加碼 |
| Twin Tree Management, LP | 16,678 | $146.2 萬 | 0.04% | +111+0.7% | 加碼 |
| Nexus Investment Management ULC | 16,544 | $146.2 萬 | 0.18% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 15,269 | $133.8 萬 | 0.01% | +15,269 | 新進 |
| Naples Global Advisors, LLC | 15,162 | $132.9 萬 | 0.18% | +330+2.2% | 加碼 |
| Baader Bank INC | 15,000 | $131.5 萬 | 0.11% | 00.0% | 不變 |
| Mainstay Capital Management LLC | 14,930 | $130.9 萬 | 0.33% | +2,510+20.2% | 加碼 |
| Curbstone Financial Management Corp | 14,334 | $125.6 萬 | 0.31% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 14,166 | $124.2 萬 | 0.03% | −10,881−43.4% | 減碼 |
| Advisors Asset Management, Inc. | 13,927 | $122.1 萬 | 0.02% | +233+1.7% | 加碼 |
| Unigestion Holding SA | 13,467 | $118.0 萬 | 0.07% | −14,964−52.6% | 減碼 |
| Rockefeller Capital Management L.P. | 13,272 | $116.3 萬 | 0.01% | +79+0.6% | 加碼 |
| Davis-Rea Ltd. | 13,018 | $115.0 萬 | 0.74% | −13,146−50.2% | 減碼 |
| Cigna Investments Inc | 12,855 | $113.3 萬 | 0.25% | +514+4.2% | 加碼 |
| Ritholtz Wealth Management | 12,755 | $111.8 萬 | 0.06% | +2,993+30.7% | 加碼 |
| Ativo Capital Management LLC | 12,744 | $111.7 萬 | 1.75% | +12,744 | 新進 |
| Fifth Third Bancorp | 12,672 | $111.1 萬 | 0.01% | +3,956+45.4% | 加碼 |
| Truist Financial Corp | 12,308 | $107.8 萬 | 0.00% | −1,258−9.3% | 減碼 |
| Squarepoint Ops LLC | 12,189 | $106.8 萬 | 0.01% | +10,101+483.8% | 加碼 |
| Texas Yale Capital Corp. | 12,048 | $105.6 萬 | 0.07% | +400+3.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 11,882 | $104.2 萬 | 0.00% | −6,131−34.0% | 減碼 |
| Comerica Bank | 11,552 | $103.8 萬 | 0.01% | +1,537+15.3% | 加碼 |
| Baldwin Brothers Inc | 11,600 | $101.7 萬 | 0.14% | 00.0% | 不變 |