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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2023 年第 1 季 13F 持有人
Bank of Montreal 在 2023/3/31 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
- 471
- 較 2022 年第 4 季 +2 家
- 持有股數
- 3.24 億
- 較 2022 年第 4 季 +160.2 萬 (+0.5%)
- 總市值
- $289.0 億
- 較 2022 年第 4 季 −$3.05 億 (−1.0%)
- 新進機構
- 47
- 另有 150 家加碼
- 清倉機構
- 45
- 另有 154 家減碼
另有 8 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 66,216,169 | $59.0 億 | 1.77% | +1,387,846+2.1% | 加碼 |
| Bank of Montreal | 25,186,709 | $22.5 億 | 1.45% | +1,127,879+4.7% | 加碼 |
| Vanguard Group Inc | 24,478,010 | $21.8 億 | 0.06% | −682,788−2.7% | 減碼 |
| TD Asset Management Inc | 16,487,922 | $14.7 億 | 1.77% | +538,629+3.4% | 加碼 |
| Bank of Nova Scotia | 15,635,476 | $13.9 億 | 4.13% | +2,424,073+18.3% | 加碼 |
| CIBC World Markets Inc. | 13,389,986 | $11.9 億 | 4.31% | −269,152−2.0% | 減碼 |
| Mackenzie Financial Corp | 12,517,841 | $11.1 億 | 1.74% | −135,813−1.1% | 減碼 |
| Toronto Dominion Bank | 12,305,752 | $11.0 億 | 1.79% | +2,100,110+20.6% | 加碼 |
| National Bank of Canada | 12,015,537 | $10.7 億 | 2.89% | +1,429,964+13.5% | 加碼 |
| 1832 Asset Management L.P. | 9,505,354 | $8.47 億 | 1.74% | −39,538−0.4% | 減碼 |
| CIBC Asset Management Inc | 8,519,481 | $7.58 億 | 3.07% | +145,809+1.7% | 加碼 |
| Norges Bank | 6,195,485 | $5.52 億 | 0.12% | −1,6940.0% | 減碼 |
| FIL Ltd | 5,887,444 | $5.24 億 | 0.60% | −1,583,526−21.2% | 減碼 |
| FMR LLC | 5,744,812 | $5.12 億 | 0.05% | −508,748−8.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,446,509 | $4.84 億 | 1.38% | +59,933+1.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 5,270,438 | $4.69 億 | 0.26% | +478,301+10.0% | 加碼 |
| Beutel, Goodman & Co Ltd. | 5,005,103 | $4.45 億 | 2.62% | −17,400−0.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,775,059 | $3.36 億 | 1.82% | −1,063,346−22.0% | 減碼 |
| Dimensional Fund Advisors LP | 3,719,745 | $3.31 億 | 0.11% | −49,882−1.3% | 減碼 |
| Legal & General Group Plc | 3,702,516 | $3.29 億 | 0.12% | −35,061−0.9% | 減碼 |
| Fiera Capital Corp | 2,939,692 | $2.63 億 | 0.78% | −54,241−1.8% | 減碼 |
| Scotia Capital Inc. | 2,951,154 | $2.63 億 | 1.92% | +170,769+6.1% | 加碼 |
| JPMorgan Chase & Co | 2,797,338 | $2.49 億 | 0.03% | +226,783+8.8% | 加碼 |
| Guardian Capital LP | 2,651,370 | $2.36 億 | 7.52% | +107,459+4.2% | 加碼 |
| Canada Pension Plan Investment Board | 2,405,655 | $2.14 億 | 0.34% | +160,920+7.2% | 加碼 |
| Geode Capital Management, LLC | 2,280,228 | $2.05 億 | 0.03% | +114,704+5.3% | 加碼 |
| Agf Management Ltd | 2,088,905 | $1.86 億 | 1.28% | +131,567+6.7% | 加碼 |
| Letko, Brosseau & Associates Inc | 2,005,828 | $1.78 億 | 3.34% | −10,033−0.5% | 減碼 |
| Bank of America Corp | 1,972,693 | $1.76 億 | 0.02% | −703,247−26.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,715,810 | $1.58 億 | 1.74% | +143,036+9.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,728,487 | $1.54 億 | 0.12% | −81,554−4.5% | 減碼 |
| Morgan Stanley | 1,641,237 | $1.46 億 | 0.02% | −271,413−14.2% | 減碼 |
| British Columbia Investment Management Corp | 1,542,638 | $1.37 億 | 1.43% | +402,916+35.4% | 加碼 |
| Massachusetts Financial Services Co | 1,493,937 | $1.33 億 | 0.05% | +78,445+5.5% | 加碼 |
| Newport Trust Co | 1,466,512 | $1.31 億 | 0.36% | +25,415+1.8% | 加碼 |
| Credit Suisse AG | 1,328,055 | $1.18 億 | 0.12% | +81,373+6.5% | 加碼 |
| Goldman Sachs Group Inc | 1,260,487 | $1.12 億 | 0.03% | +111,898+9.7% | 加碼 |
| Cardinal Capital Management, Inc. | 1,234,735 | $1.10 億 | 5.97% | +21,327+1.8% | 加碼 |
| Franklin Resources Inc | 1,103,796 | $9,831 萬 | 0.05% | −17,656−1.6% | 減碼 |
| Alberta Investment Management Corp | 1,062,279 | $9,449 萬 | 0.92% | −325,800−23.5% | 減碼 |
| Addenda Capital Inc. | 753,249 | $9,068 萬 | 3.73% | −3,264−0.4% | 減碼 |
| Omers Administration Corp | 928,000 | $8,255 萬 | 1.27% | 00.0% | 不變 |
| Invesco Ltd. | 897,737 | $8,000 萬 | 0.02% | −32,023−3.4% | 減碼 |
| Bank of New York Mellon Corp | 874,430 | $7,792 萬 | 0.02% | +13,952+1.6% | 加碼 |
| First Trust Advisors LP | 859,702 | $7,660 萬 | 0.09% | +36,987+4.5% | 加碼 |
| Cidel Asset Management Inc | 800,847 | $7,124 萬 | 3.27% | −6,645−0.8% | 減碼 |
| Credential Qtrade Securities Inc. | 753,327 | $6,709 萬 | 4.45% | +302,565+67.1% | 加碼 |
| Deutsche Bank AG | 728,342 | $6,490 萬 | 0.04% | −25,041−3.3% | 減碼 |
| Amundi | 673,540 | $5,979 萬 | 0.03% | −87,102−11.5% | 減碼 |
| Value Partners Investments Inc. | 661,470 | $5,884 萬 | 4.83% | +45,194+7.3% | 加碼 |
| Bank of Nova Scotia Trust Co | 613,021 | $5,463 萬 | 6.00% | −2,652−0.4% | 減碼 |
| Korea Investment CORP | 514,424 | $4,592 萬 | 0.13% | −504−0.1% | 減碼 |
| Gluskin Sheff & Assoc Inc | 495,501 | $4,412 萬 | 2.40% | −31,158−5.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 494,417 | $4,404 萬 | 0.31% | −151,033−23.4% | 減碼 |
| Intact Investment Management Inc. | 494,371 | $4,403 萬 | 1.81% | −337,782−40.6% | 減碼 |
| BlackRock Inc. | 479,673 | $4,274 萬 | 0.00% | +28,181+6.2% | 加碼 |
| Public Sector Pension Investment Board | 468,355 | $4,166 萬 | 0.31% | +22,056+4.9% | 加碼 |
| Great West Life Assurance Co | 446,690 | $3,977 萬 | 0.10% | +2,064+0.5% | 加碼 |
| Aviva PLC | 385,064 | $3,427 萬 | 0.16% | +13,496+3.6% | 加碼 |
| HSBC Holdings PLC | 381,934 | $3,398 萬 | 0.04% | +61,024+19.0% | 加碼 |
| Triasima Portfolio Management inc. | 379,885 | $3,379 萬 | 2.79% | −29,686−7.2% | 減碼 |
| Guardian Capital Advisors LP | 335,847 | $3,004 萬 | 3.46% | −3,418−1.0% | 減碼 |
| State of Wisconsin Investment Board | 325,786 | $2,898 萬 | 0.09% | −67,511−17.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 315,909 | $2,810 萬 | 0.17% | +43,662+16.0% | 加碼 |
| Northern Trust Corp | 297,007 | $2,647 萬 | 0.01% | +9,265+3.2% | 加碼 |
| Russell Investments Group, Ltd. | 284,679 | $2,528 萬 | 0.05% | −48,239−14.5% | 減碼 |
| Millennium Management LLC | 279,973 | $2,491 萬 | 0.03% | +201,209+255.5% | 加碼 |
| Pictet Asset Management SA | 270,466 | $2,406 萬 | 0.03% | −1,692−0.6% | 減碼 |
| Todd Asset Management LLC | 268,770 | $2,395 萬 | 0.58% | −88,408−24.8% | 減碼 |
| Forsta Ap-Fonden | 241,000 | $2,144 萬 | 0.25% | +78,100+47.9% | 加碼 |
| Vontobel Holding Ltd. | 235,652 | $2,099 萬 | 0.20% | +687+0.3% | 加碼 |
| M&G Investment Management Ltd | 236,172 | $2,097 萬 | 0.15% | −4,648−1.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 247,787 | $2,029 萬 | 0.14% | +155,075+167.3% | 加碼 |
| Allianz Asset Management GmbH | 226,823 | $2,025 萬 | 0.04% | −250,976−52.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $2,000 萬 | 0.27% | 00.0% | 不變 |
| Portland Investment Counsel Inc. | 213,166 | $1,899 萬 | 8.69% | −3,244−1.5% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 210,900 | $1,878 萬 | 1.56% | −1,576−0.7% | 減碼 |
| Rempart Asset Management Inc. | 206,778 | $1,840 萬 | 4.07% | +4,197+2.1% | 加碼 |
| Neuberger Berman Group LLC | 203,063 | $1,806 萬 | 0.02% | +4,425+2.2% | 加碼 |
| Cumberland Partners Ltd | 200,973 | $1,788 萬 | 1.76% | +2,842+1.4% | 加碼 |
| United Services Automobile Association | 199,556 | $1,777 萬 | 0.57% | −19,987−9.1% | 減碼 |
| UBS Group AG | 199,005 | $1,773 萬 | 0.01% | +5,991+3.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 197,359 | $1,756 萬 | 0.09% | +4,514+2.3% | 加碼 |
| Dorchester Wealth Management Co | 192,020 | $1,697 萬 | 3.49% | +76,632+66.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 183,700 | $1,636 萬 | 0.26% | −22,383−10.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 176,939 | $1,575 萬 | 0.04% | +22,104+14.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 173,467 | $1,520 萬 | 0.04% | −3,812−2.2% | 減碼 |
| Pinnacle Financial Partners Inc | 158,738 | $1,415 萬 | 0.38% | +14,438+10.0% | 加碼 |
| Burgundy Asset Management Ltd. | 150,000 | $1,334 萬 | 0.16% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 140,360 | $1,251 萬 | 0.13% | −48,000−25.5% | 減碼 |
| Wells Fargo & Company | 130,230 | $1,162 萬 | 0.00% | +29,709+29.6% | 加碼 |
| Citigroup Inc | 119,187 | $1,060 萬 | 0.01% | −8,404−6.6% | 減碼 |
| AMF Pensionsforsakring AB | 114,887 | $1,025 萬 | 0.10% | −40,355−26.0% | 減碼 |
| Wellington Management Group LLP | 111,229 | $989.4 萬 | 0.00% | +29,768+36.5% | 加碼 |
| AXA S.A. | 109,745 | $977.9 萬 | 0.03% | +9,335+9.3% | 加碼 |
| Westpac Banking Corp | 79,850 | $961.2 萬 | 0.13% | +79,850 | 新進 |
| Timelo Investment Management Inc. | 105,000 | $935.7 萬 | 11.63% | −95,000−47.5% | 減碼 |
| American Century Companies Inc | 101,906 | $907.7 萬 | 0.01% | +11,741+13.0% | 加碼 |
| Hillsdale Investment Management Inc. | 98,457 | $876.2 萬 | 0.75% | −81,145−45.2% | 減碼 |
| Ameriprise Financial Inc | 83,879 | $866.3 萬 | 0.00% | +13,266+18.8% | 加碼 |