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 4 季 13F 持有人
Bank of Montreal 在 2022/12/31 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
- 477
- 較 2022 年第 3 季 +29 家
- 持有股數
- 3.22 億
- 較 2022 年第 3 季 +2,428 萬 (+8.1%)
- 總市值
- $292.1 億
- 較 2022 年第 3 季 +$29.4 億 (+11.2%)
- 新進機構
- 58
- 另有 146 家加碼
- 清倉機構
- 29
- 另有 170 家減碼
另有 8 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 64,828,323 | $58.7 億 | 1.78% | −816,954−1.2% | 減碼 |
| Vanguard Group Inc | 25,160,798 | $22.8 億 | 0.06% | +981,201+4.1% | 加碼 |
| Bank of Montreal | 24,058,830 | $21.9 億 | 1.71% | −47,802−0.2% | 減碼 |
| TD Asset Management Inc | 15,949,293 | $14.4 億 | 1.78% | +262,540+1.7% | 加碼 |
| CIBC World Markets Inc. | 13,659,138 | $12.4 億 | 4.87% | +1,275,854+10.3% | 加碼 |
| Bank of Nova Scotia | 13,211,403 | $12.0 億 | 3.10% | +464,465+3.6% | 加碼 |
| Mackenzie Financial Corp | 12,653,654 | $11.4 億 | 1.93% | +372,199+3.0% | 加碼 |
| National Bank of Canada | 10,585,573 | $9.59 億 | 2.59% | +8,418,353+388.4% | 加碼 |
| Toronto Dominion Bank | 10,205,642 | $9.27 億 | 1.39% | +456,804+4.7% | 加碼 |
| 1832 Asset Management L.P. | 9,544,892 | $8.65 億 | 1.78% | +1,179,546+14.1% | 加碼 |
| CIBC Asset Management Inc | 8,373,672 | $7.59 億 | 3.22% | +310,991+3.9% | 加碼 |
| FIL Ltd | 7,470,970 | $6.77 億 | 0.81% | +810,424+12.2% | 加碼 |
| FMR LLC | 6,253,560 | $5.67 億 | 0.06% | +2,637,985+73.0% | 加碼 |
| Norges Bank | 6,197,179 | $5.61 億 | 0.14% | +512,998+9.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 5,386,576 | $4.88 億 | 1.50% | +2,107,925+64.3% | 加碼 |
| Beutel, Goodman & Co Ltd. | 5,022,503 | $4.55 億 | 2.75% | +561,163+12.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,838,405 | $4.38 億 | 2.52% | −137,702−2.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 4,792,137 | $4.34 億 | 0.27% | −21,249−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 3,769,627 | $3.42 億 | 0.12% | +74,758+2.0% | 加碼 |
| Legal & General Group Plc | 3,737,577 | $3.38 億 | 0.13% | −270,980−6.8% | 減碼 |
| Fiera Capital Corp | 2,993,933 | $2.71 億 | 0.84% | −15,429−0.5% | 減碼 |
| Scotia Capital Inc. | 2,780,385 | $2.51 億 | 1.93% | +158,646+6.1% | 加碼 |
| Bank of America Corp | 2,675,940 | $2.42 億 | 0.03% | −326,903−10.9% | 減碼 |
| JPMorgan Chase & Co | 2,570,555 | $2.33 億 | 0.03% | +23,638+0.9% | 加碼 |
| Guardian Capital LP | 2,543,911 | $2.30 億 | 7.59% | −189,535−6.9% | 減碼 |
| Canada Pension Plan Investment Board | 2,244,735 | $2.03 億 | 0.36% | +203,170+10.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,227,550 | $2.02 億 | 1.02% | +2,227,368+1,223,828.6% | 加碼 |
| Geode Capital Management, LLC | 2,165,524 | $1.97 億 | 0.03% | −12,199−0.6% | 減碼 |
| Letko, Brosseau & Associates Inc | 2,015,861 | $1.82 億 | 3.29% | −32,300−1.6% | 減碼 |
| Agf Management Ltd | 1,957,338 | $1.77 億 | 1.29% | +1,957,338 | 新進 |
| Morgan Stanley | 1,912,650 | $1.73 億 | 0.02% | +662,673+53.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,810,041 | $1.64 億 | 0.13% | −82,656−4.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,572,774 | $1.49 億 | 1.76% | +58,684+3.9% | 加碼 |
| Newport Trust Co | 1,441,097 | $1.31 億 | 0.36% | +26,670+1.9% | 加碼 |
| Massachusetts Financial Services Co | 1,415,492 | $1.28 億 | 0.04% | +236,523+20.1% | 加碼 |
| Alberta Investment Management Corp | 1,388,079 | $1.26 億 | 1.11% | −263,000−15.9% | 減碼 |
| Credit Suisse AG | 1,246,682 | $1.13 億 | 0.12% | −160,644−11.4% | 減碼 |
| Cardinal Capital Management, Inc. | 1,213,408 | $1.10 億 | 6.20% | +7,399+0.6% | 加碼 |
| Goldman Sachs Group Inc | 1,148,589 | $1.04 億 | 0.03% | +32,793+2.9% | 加碼 |
| British Columbia Investment Management Corp | 1,139,722 | $1.03 億 | 1.13% | −268,254−19.1% | 減碼 |
| Franklin Resources Inc | 1,121,452 | $1.02 億 | 0.05% | −408,687−26.7% | 減碼 |
| Addenda Capital Inc. | 756,513 | $9,279 萬 | 4.03% | +43,821+6.1% | 加碼 |
| Invesco Ltd. | 929,760 | $8,424 萬 | 0.02% | −37,871−3.9% | 減碼 |
| Omers Administration Corp | 928,000 | $8,401 萬 | 1.35% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 860,478 | $7,796 萬 | 0.02% | +16,749+2.0% | 加碼 |
| Intact Investment Management Inc. | 832,153 | $7,539 萬 | 3.27% | −99,382−10.7% | 減碼 |
| First Trust Advisors LP | 822,715 | $7,454 萬 | 0.09% | +104,670+14.6% | 加碼 |
| Cidel Asset Management Inc | 807,492 | $7,310 萬 | 3.42% | −65,587−7.5% | 減碼 |
| Amundi | 760,642 | $7,304 萬 | 0.04% | +32,444+4.5% | 加碼 |
| Deutsche Bank AG | 753,383 | $6,826 萬 | 0.04% | −38,698−4.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 645,450 | $5,848 萬 | 0.44% | −87,609−12.0% | 減碼 |
| Value Partners Investments Inc. | 616,276 | $5,581 萬 | 4.85% | +434+0.1% | 加碼 |
| Bank of Nova Scotia Trust Co | 615,673 | $5,578 萬 | 6.04% | −12,200−1.9% | 減碼 |
| Gluskin Sheff & Assoc Inc | 526,659 | $4,771 萬 | 2.68% | +336,281+176.6% | 加碼 |
| Korea Investment CORP | 514,928 | $4,662 萬 | 0.15% | +95,614+22.8% | 加碼 |
| Allianz Asset Management GmbH | 477,799 | $4,325 萬 | 0.10% | +153,239+47.2% | 加碼 |
| BlackRock Inc. | 451,492 | $4,091 萬 | 0.00% | +24,199+5.7% | 加碼 |
| Credential Qtrade Securities Inc. | 450,762 | $4,084 萬 | 2.93% | +289,251+179.1% | 加碼 |
| Great West Life Assurance Co | 444,626 | $4,041 萬 | 0.11% | +17,307+4.1% | 加碼 |
| Public Sector Pension Investment Board | 446,299 | $4,040 萬 | 0.32% | +9,337+2.1% | 加碼 |
| Renaissance Technologies LLC | 433,795 | $3,931 萬 | 0.05% | +428,495+8,084.8% | 加碼 |
| Triasima Portfolio Management inc. | 409,571 | $3,709 萬 | 2.84% | −297,664−42.1% | 減碼 |
| State of Wisconsin Investment Board | 393,297 | $3,560 萬 | 0.11% | −42,732−9.8% | 減碼 |
| Aviva PLC | 371,568 | $3,368 萬 | 0.17% | +35,532+10.6% | 加碼 |
| Guardian Capital Advisors LP | 339,265 | $3,257 萬 | 3.69% | +1,274+0.4% | 加碼 |
| Todd Asset Management LLC | 357,178 | $3,236 萬 | 0.79% | +302+0.1% | 加碼 |
| Russell Investments Group, Ltd. | 332,918 | $3,018 萬 | 0.06% | −12,647−3.7% | 減碼 |
| HSBC Holdings PLC | 320,910 | $2,906 萬 | 0.04% | +50,427+18.6% | 加碼 |
| Northern Trust Corp | 287,742 | $2,607 萬 | 0.01% | −13,804−4.6% | 減碼 |
| Jarislowsky, Fraser Ltd | 272,247 | $2,465 萬 | 0.16% | +125,566+85.6% | 加碼 |
| Pictet Asset Management SA | 272,158 | $2,464 萬 | 0.04% | +12,180+4.7% | 加碼 |
| M&G Investment Management Ltd | 240,820 | $2,188 萬 | 0.16% | +290+0.1% | 加碼 |
| Vontobel Holding Ltd. | 234,965 | $2,106 萬 | 0.21% | +126,394+116.4% | 加碼 |
| Balyasny Asset Management LLC | 228,532 | $2,072 萬 | 0.07% | +225,824+8,339.1% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $2,032 萬 | 0.31% | 00.0% | 不變 |
| United Services Automobile Association | 219,543 | $1,985 萬 | 0.45% | −3,003−1.3% | 減碼 |
| Portland Investment Counsel Inc. | 216,410 | $1,961 萬 | 11.13% | +109,100+101.7% | 加碼 |
| Janus Henderson Group PLC | 214,979 | $1,946 萬 | 0.01% | +134,140+165.9% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 212,476 | $1,925 萬 | 1.61% | −2,904−1.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 206,083 | $1,867 萬 | 0.30% | +31,208+17.8% | 加碼 |
| Rempart Asset Management Inc. | 202,581 | $1,836 萬 | 4.32% | +300+0.1% | 加碼 |
| Timelo Investment Management Inc. | 200,000 | $1,812 萬 | 17.84% | +200,000 | 新進 |
| Neuberger Berman Group LLC | 198,638 | $1,798 萬 | 0.02% | −8,910−4.3% | 減碼 |
| Cumberland Partners Ltd | 198,131 | $1,795 萬 | 1.89% | −48,643−19.7% | 減碼 |
| Man Group plc | 198,186 | $1,795 萬 | 0.06% | +7,480+3.9% | 加碼 |
| UBS Group AG | 193,014 | $1,749 萬 | 0.01% | −4,649−2.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 192,845 | $1,746 萬 | 0.09% | +32,769+20.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 188,360 | $1,707 萬 | 0.18% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 179,602 | $1,626 萬 | 1.37% | +4,150+2.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 177,279 | $1,621 萬 | 0.04% | +10,199+6.1% | 加碼 |
| Forsta Ap-Fonden | 162,900 | $1,475 萬 | 0.17% | +6,100+3.9% | 加碼 |
| AMF Pensionsforsakring AB | 155,242 | $1,405 萬 | 0.16% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 154,835 | $1,401 萬 | 0.04% | +23,458+17.9% | 加碼 |
| Burgundy Asset Management Ltd. | 150,000 | $1,359 萬 | 0.18% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 144,300 | $1,307 萬 | 0.38% | −1,259−0.9% | 減碼 |
| Barometer Capital Management Inc. | 144,538 | $1,294 萬 | 3.82% | +5,405+3.9% | 加碼 |
| Citigroup Inc | 127,591 | $1,155 萬 | 0.02% | +19,082+17.6% | 加碼 |
| Dorchester Wealth Management Co | 115,388 | $1,035 萬 | 2.45% | −71,343−38.2% | 減碼 |
| Manitou Investment Management Ltd. | 111,765 | $1,012 萬 | 1.79% | +91,320+446.7% | 加碼 |
| Wells Fargo & Company | 100,521 | $911.0 萬 | 0.00% | +22,626+29.0% | 加碼 |