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 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 |
|---|---|---|---|---|---|
| AXA S.A. | 100,410 | $909.7 萬 | 0.03% | −71,920−41.7% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $869.8 萬 | 1.01% | 00.0% | 不變 |
| USS Investment Management Ltd | 94,193 | $853.0 萬 | 0.12% | +6,000+6.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 92,712 | $839.3 萬 | 0.06% | −90,317−49.3% | 減碼 |
| Federated Hermes, Inc. | 91,581 | $829.7 萬 | 0.02% | −5,492−5.7% | 減碼 |
| APG Asset Management N.V. | 67,195 | $824.2 萬 | 0.02% | +41,020+156.7% | 加碼 |
| American Century Companies Inc | 90,165 | $816.8 萬 | 0.01% | −533,076−85.5% | 減碼 |
| Jane Street Group, LLC | 88,788 | $804.4 萬 | 0.02% | +64,601+267.1% | 加碼 |
| DSM Capital Partners LLC | 88,127 | $798.4 萬 | 0.13% | −8,416−8.7% | 減碼 |
| Investment Management Corp of Ontario | 85,484 | $773.9 萬 | 0.38% | +85,484 | 新進 |
| Wellington Management Group LLP | 81,461 | $737.4 萬 | 0.00% | −19,026−18.9% | 減碼 |
| PCJ Investment Counsel Ltd. | 81,101 | $734.7 萬 | 3.19% | −56,560−41.1% | 減碼 |
| Millennium Management LLC | 78,764 | $713.8 萬 | 0.01% | −60,413−43.4% | 減碼 |
| Barclays PLC | 78,715 | $713.2 萬 | 0.01% | +23,216+41.8% | 加碼 |
| ClariVest Asset Management LLC | 78,494 | $710.6 萬 | 0.34% | −1,220−1.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 77,854 | $705.3 萬 | 0.24% | +2,787+3.7% | 加碼 |
| Ameriprise Financial Inc | 70,613 | $680.2 萬 | 0.00% | +20,617+41.2% | 加碼 |
| HighTower Advisors, LLC | 70,690 | $645.4 萬 | 0.01% | +2,744+4.0% | 加碼 |
| Raymond James & Associates | 70,767 | $641.1 萬 | 0.01% | −1,687−2.3% | 減碼 |
| Marathon Capital Management | 67,535 | $611.9 萬 | 1.69% | +58,345+634.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 62,547 | $567.0 萬 | 0.10% | −10,300−14.1% | 減碼 |
| LPL Financial LLC | 58,736 | $532.1 萬 | 0.00% | +1,370+2.4% | 加碼 |
| Alliancebernstein L.P. | 57,639 | $522.2 萬 | 0.00% | +127+0.2% | 加碼 |
| Romano Brothers and Company | 57,269 | $518.9 萬 | 0.79% | +160+0.3% | 加碼 |
| M&T Bank Corp | 57,005 | $517.3 萬 | 0.02% | +293+0.5% | 加碼 |
| Dana Investment Advisors, Inc. | 56,553 | $512.4 萬 | 0.27% | +795+1.4% | 加碼 |
| SIG North Trading, ULC | 55,821 | $505.2 萬 | 2.61% | −72,868−56.6% | 減碼 |
| Stifel Financial Corp | 54,615 | $494.8 萬 | 0.01% | +1,565+3.0% | 加碼 |
| JCIC Asset Management Inc. | 53,818 | $487.0 萬 | 2.42% | −2,580−4.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 50,244 | $455.2 萬 | 0.11% | −3,127−5.9% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 35,423 | $434.5 萬 | 0.19% | +3,455+10.8% | 加碼 |
| Ossiam | 47,411 | $429.2 萬 | 0.11% | +10,480+28.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 45,714 | $413.8 萬 | 0.22% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 47,722 | $404.8 萬 | 0.14% | −32,514−40.5% | 減碼 |
| Monaco Asset Management SAM | 44,700 | $404.7 萬 | 1.44% | +44,700 | 新進 |
| Thornburg Investment Management Inc | 44,431 | $402.2 萬 | 0.07% | 00.0% | 不變 |
| Lorne Steinberg Wealth Management Inc. | 43,204 | $391.3 萬 | 1.68% | +841+2.0% | 加碼 |
| Azimuth Capital Investment Management LLC | 40,680 | $368.6 萬 | 0.19% | −912−2.2% | 減碼 |
| Commonwealth Equity Services, LLC | 38,564 | $349.3 萬 | 0.01% | +11,911+44.7% | 加碼 |
| K.J. Harrison & Partners Inc | 27,293 | $334.8 萬 | 0.65% | +1,187+4.5% | 加碼 |
| Metis Global Partners, LLC | 36,920 | $334.5 萬 | 0.30% | +15,427+71.8% | 加碼 |
| Assenagon Asset Management S.A. | 36,806 | $333.2 萬 | 0.01% | −708−1.9% | 減碼 |
| Ensign Peak Advisors, Inc | 34,329 | $330.8 萬 | 0.01% | +2,900+9.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 36,064 | $326.6 萬 | 0.01% | −20,038−35.7% | 減碼 |
| Brookfield Asset Management Inc. | 35,000 | $316.7 萬 | 0.01% | +35,000 | 新進 |
| Shell Asset Management Co | 34,616 | $313.4 萬 | 0.14% | −6,700−16.2% | 減碼 |
| Baird Financial Group, Inc. | 32,884 | $297.9 萬 | 0.01% | +1,921+6.2% | 加碼 |
| Envestnet Asset Management Inc | 32,880 | $297.9 萬 | 0.00% | −220−0.7% | 減碼 |
| Westover Capital Advisors, LLC | 32,578 | $295.2 萬 | 1.17% | +30,178+1,257.4% | 加碼 |
| Silver Lake Advisory, LLC | 31,061 | $281.4 萬 | 1.72% | 00.0% | 不變 |
| Rathbone Brothers plc | 30,973 | $280.4 萬 | 0.03% | −880−2.8% | 減碼 |
| La Banque Postale Asset Management SA | 29,175 | $264.1 萬 | 0.08% | +29,175 | 新進 |
| Private Advisor Group, LLC | 31,564 | $263.5 萬 | 0.13% | −123−0.4% | 減碼 |
| Advisor Group Holdings, Inc. | 28,863 | $261.6 萬 | 0.01% | −460−1.6% | 減碼 |
| WoodTrust Financial Corp | 27,145 | $245.9 萬 | 0.51% | +142+0.5% | 加碼 |
| Natixis Advisors, L.P. | 27,059 | $245.2 萬 | 0.01% | −6,279−18.8% | 減碼 |
| MML Investors Services, LLC | 26,982 | $244.5 萬 | 0.02% | +850+3.3% | 加碼 |
| Pearl River Capital, LLC | 26,616 | $241.1 萬 | 0.41% | +26,616 | 新進 |
| Pendal Group Limited | 26,184 | $237.2 萬 | 0.02% | −43,795−62.6% | 減碼 |
| Summit Global Investments | 25,524 | $231.2 萬 | 0.20% | −109−0.4% | 減碼 |
| Andra AP-fonden | 18,000 | $220.8 萬 | 0.07% | +18,000 | 新進 |
| Ritholtz Wealth Management | 24,132 | $218.6 萬 | 0.12% | +11,377+89.2% | 加碼 |
| Swiss Life Asset Management Ltd | 24,122 | $218.5 萬 | 0.04% | +24,122 | 新進 |
| Resources Management Corp | 23,630 | $214.1 萬 | 0.34% | −1,400−5.6% | 減碼 |
| Foster & Motley Inc | 23,077 | $209.1 萬 | 0.18% | −4,142−15.2% | 減碼 |
| Capital Fund Management S.A. | 22,265 | $201.7 萬 | 0.04% | +1,077+5.1% | 加碼 |
| US Bancorp | 22,160 | $200.8 萬 | 0.00% | −1,287−5.5% | 減碼 |
| Seeyond | 22,000 | $199.2 萬 | 0.19% | +22,000 | 新進 |
| Lincluden Management Ltd | 21,596 | $195.6 萬 | 0.23% | 00.0% | 不變 |
| Power Corp of Canada | 21,542 | $195.0 萬 | 0.35% | +228+1.1% | 加碼 |
| Principal Financial Group Inc | 20,544 | $186.0 萬 | 0.00% | −500−2.4% | 減碼 |
| Guggenheim Capital LLC | 20,361 | $184.5 萬 | 0.02% | −1,337−6.2% | 減碼 |
| Van Eck Associates Corp | 19,682 | $178.1 萬 | 0.00% | +721+3.8% | 加碼 |
| Desjardins Global Asset Management Inc. | 19,229 | $174.1 萬 | 0.27% | +19,229 | 新進 |
| Mariner, LLC | 18,494 | $167.6 萬 | 0.01% | −2,209−10.7% | 減碼 |
| Associated Banc-Corp | 18,200 | $164.9 萬 | 0.07% | 00.0% | 不變 |
| Employees Provident Fund Board | 18,200 | $164.8 萬 | 0.05% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 17,909 | $162.3 萬 | 0.00% | −8,221−31.5% | 減碼 |
| Duality Advisers, LP | 17,864 | $161.8 萬 | 0.18% | +12,174+214.0% | 加碼 |
| Wetherby Asset Management Inc | 17,722 | $160.6 萬 | 0.10% | −799−4.3% | 減碼 |
| NorthRock Partners, LLC | 16,864 | $152.7 萬 | 0.17% | −769−4.4% | 減碼 |
| Nexus Investment Management ULC | 16,544 | $149.9 萬 | 0.17% | 00.0% | 不變 |
| Creative Planning | 16,207 | $146.8 萬 | 0.00% | −523−3.1% | 減碼 |
| Janney Montgomery Scott LLC | 15,869 | $143.8 萬 | 0.01% | +600+3.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,700 | $142.1 萬 | 0.01% | −393,400−96.2% | 減碼 |
| Mainstay Capital Management LLC | 15,670 | $142.0 萬 | 0.32% | +740+5.0% | 加碼 |
| Naples Global Advisors, LLC | 14,572 | $132.0 萬 | 0.17% | −590−3.9% | 減碼 |
| Advisors Asset Management, Inc. | 14,482 | $131.2 萬 | 0.03% | +555+4.0% | 加碼 |
| Curbstone Financial Management Corp | 14,334 | $129.9 萬 | 0.32% | 00.0% | 不變 |
| CenterBook Partners LP | 13,977 | $126.6 萬 | 0.21% | +2,420+20.9% | 加碼 |
| Unigestion Holding SA | 13,363 | $121.8 萬 | 0.06% | −104−0.8% | 減碼 |
| Truist Financial Corp | 13,226 | $119.8 萬 | 0.00% | +918+7.5% | 加碼 |
| Umb Bank N A | 13,096 | $118.6 萬 | 0.02% | +2,212+20.3% | 加碼 |
| Cigna Investments Inc | 12,855 | $116.4 萬 | 0.24% | 00.0% | 不變 |
| Davis-Rea Ltd. | 12,984 | $115.0 萬 | 0.72% | −34−0.3% | 減碼 |
| Comerica Bank | 11,552 | $113.9 萬 | 0.01% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 12,473 | $113.0 萬 | 0.06% | +425+3.5% | 加碼 |
| Ativo Capital Management LLC | 12,045 | $109.1 萬 | 1.37% | −699−5.5% | 減碼 |
| First American Bank | 11,520 | $104.4 萬 | 0.10% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 11,487 | $104.1 萬 | 0.01% | 00.0% | 不變 |