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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 96,000 | $855.5 萬 | 0.99% | 00.0% | 不變 |
| USS Investment Management Ltd | 94,193 | $839.4 萬 | 0.12% | 00.0% | 不變 |
| Federated Hermes, Inc. | 91,956 | $819.4 萬 | 0.02% | +375+0.4% | 加碼 |
| Investment Management Corp of Ontario | 86,435 | $770.2 萬 | 0.32% | +951+1.1% | 加碼 |
| Janus Henderson Group PLC | 82,894 | $737.4 萬 | 0.00% | −132,085−61.4% | 減碼 |
| DSM Capital Partners LLC | 81,856 | $729.4 萬 | 0.12% | −6,271−7.1% | 減碼 |
| Utah Retirement Systems | 81,972 | $729.1 萬 | 0.11% | +81,972 | 新進 |
| Raymond James & Associates | 79,323 | $706.8 萬 | 0.01% | +8,556+12.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 79,015 | $703.8 萬 | 0.23% | +1,161+1.5% | 加碼 |
| ClariVest Asset Management LLC | 78,724 | $702.7 萬 | 0.31% | +230+0.3% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 41,594 | $678.3 萬 | 0.35% | +6,171+17.4% | 加碼 |
| Twin Tree Management, LP | 74,186 | $661.1 萬 | 0.19% | +65,892+794.5% | 加碼 |
| Jane Street Group, LLC | 73,409 | $654.1 萬 | 0.01% | −15,379−17.3% | 減碼 |
| HighTower Advisors, LLC | 69,323 | $621.5 萬 | 0.01% | −1,367−1.9% | 減碼 |
| Waratah Capital Advisors Ltd. | 67,874 | $604.5 萬 | 0.30% | +67,874 | 新進 |
| Marathon Capital Management | 67,555 | $602.0 萬 | 1.48% | +200.0% | 加碼 |
| Stifel Financial Corp | 63,443 | $565.3 萬 | 0.01% | +8,828+16.2% | 加碼 |
| K.J. Harrison & Partners Inc | 64,319 | $563.2 萬 | 1.14% | +37,026+135.7% | 加碼 |
| Romano Brothers and Company | 59,791 | $532.8 萬 | 0.82% | +2,522+4.4% | 加碼 |
| M&T Bank Corp | 58,193 | $519.4 萬 | 0.02% | +1,188+2.1% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 57,391 | $510.5 萬 | 2.04% | +14,187+32.8% | 加碼 |
| Dana Investment Advisors, Inc. | 56,828 | $506.4 萬 | 0.26% | +275+0.5% | 加碼 |
| LPL Financial LLC | 55,731 | $496.6 萬 | 0.00% | −3,005−5.1% | 減碼 |
| JCIC Asset Management Inc. | 54,833 | $488.4 萬 | 2.27% | +1,015+1.9% | 加碼 |
| Commonwealth Equity Services, LLC | 52,422 | $467.1 萬 | 0.01% | +13,858+35.9% | 加碼 |
| Alliancebernstein L.P. | 52,183 | $465.0 萬 | 0.00% | −5,456−9.5% | 減碼 |
| PCJ Investment Counsel Ltd. | 51,951 | $462.7 萬 | 1.83% | −29,150−35.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 49,281 | $439.0 萬 | 0.01% | +13,217+36.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 48,378 | $431.1 萬 | 0.10% | −1,866−3.7% | 減碼 |
| Power Corp of Canada | 48,324 | $414.6 萬 | 0.44% | +26,782+124.3% | 加碼 |
| Northwest Bancshares, Inc. | 45,625 | $406.6 萬 | 0.78% | +45,625 | 新進 |
| Man Group plc | – | $391.7 萬 | 0.01% | – | – |
| Ensign Peak Advisors, Inc | 42,729 | $380.5 萬 | 0.01% | +8,400+24.5% | 加碼 |
| Ossiam | 40,838 | $363.3 萬 | 0.08% | −6,573−13.9% | 減碼 |
| Azimuth Capital Investment Management LLC | 40,025 | $356.7 萬 | 0.18% | −655−1.6% | 減碼 |
| Assenagon Asset Management S.A. | 39,094 | $349.0 萬 | 0.01% | +2,288+6.2% | 加碼 |
| Canoe Financial LP | 37,805 | $336.7 萬 | 0.05% | +37,805 | 新進 |
| Westover Capital Advisors, LLC | 36,360 | $324.0 萬 | 1.20% | +3,782+11.6% | 加碼 |
| Balyasny Asset Management LLC | 36,024 | $321.0 萬 | 0.01% | −192,508−84.2% | 減碼 |
| Shell Asset Management Co | 35,616 | $317.9 萬 | 0.13% | +1,000+2.9% | 加碼 |
| Ostrum Asset Management | 33,964 | $302.1 萬 | 0.26% | +33,964 | 新進 |
| Barclays PLC | 33,755 | $300.8 萬 | 0.00% | −44,960−57.1% | 減碼 |
| Baird Financial Group, Inc. | 32,798 | $292.3 萬 | 0.01% | −86−0.3% | 減碼 |
| Voloridge Investment Management, LLC | 32,258 | $287.5 萬 | 0.01% | +32,258 | 新進 |
| Metis Global Partners, LLC | 31,468 | $280.3 萬 | 0.18% | −5,452−14.8% | 減碼 |
| Silver Lake Advisory, LLC | 31,416 | $279.9 萬 | 1.55% | +355+1.1% | 加碼 |
| Envestnet Asset Management Inc | 31,162 | $277.7 萬 | 0.00% | −1,718−5.2% | 減碼 |
| Rathbone Brothers plc | 30,785 | $273.8 萬 | 0.03% | −188−0.6% | 減碼 |
| Brookfield Asset Management Inc. | 30,273 | $270.6 萬 | 0.01% | −4,727−13.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 29,404 | $262.0 萬 | 0.06% | −33,143−53.0% | 減碼 |
| Advisor Group Holdings, Inc. | 28,884 | $257.6 萬 | 0.00% | +21+0.1% | 加碼 |
| Van Eck Associates Corp | 28,062 | $250.8 萬 | 0.01% | +8,380+42.6% | 加碼 |
| WoodTrust Financial Corp | 27,145 | $241.9 萬 | 0.47% | 00.0% | 不變 |
| Harvest Portfolios Group Inc. | 26,761 | $238.4 萬 | 0.12% | +26,761 | 新進 |
| CenterBook Partners LP | 26,575 | $236.8 萬 | 0.33% | +12,598+90.1% | 加碼 |
| La Banque Postale Asset Management SA | 26,610 | $236.7 萬 | 0.06% | −2,565−8.8% | 減碼 |
| Natixis Advisors, L.P. | 25,806 | $230.0 萬 | 0.01% | −1,253−4.6% | 減碼 |
| APG Asset Management N.V. | 26,375 | $215.9 萬 | 0.00% | −40,820−60.7% | 減碼 |
| Foster & Motley Inc | 23,279 | $207.4 萬 | 0.17% | +202+0.9% | 加碼 |
| Umb Bank N A | 22,626 | $201.6 萬 | 0.03% | +9,530+72.8% | 加碼 |
| US Bancorp | 21,993 | $196.0 萬 | 0.00% | −167−0.8% | 減碼 |
| Maryland State Retirement & Pension System | 21,670 | $193.7 萬 | 0.04% | +21,670 | 新進 |
| Lincluden Management Ltd | 21,596 | $191.9 萬 | 0.22% | 00.0% | 不變 |
| Creative Planning | 20,477 | $182.5 萬 | 0.00% | +4,270+26.3% | 加碼 |
| Private Advisor Group, LLC | 20,335 | $181.2 萬 | 0.02% | −11,229−35.6% | 減碼 |
| Mariner, LLC | 20,154 | $179.6 萬 | 0.01% | +1,660+9.0% | 加碼 |
| Principal Financial Group Inc | 19,351 | $172.1 萬 | 0.00% | −1,193−5.8% | 減碼 |
| Associated Banc-Corp | 18,290 | $163.0 萬 | 0.07% | +90+0.5% | 加碼 |
| Employees Provident Fund Board | 18,200 | $161.9 萬 | 0.04% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 18,070 | $161.0 萬 | 0.15% | +18,070 | 新進 |
| Wetherby Asset Management Inc | 18,001 | $160.4 萬 | 0.09% | +279+1.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 17,385 | $154.9 萬 | 0.00% | −524−2.9% | 減碼 |
| Desjardins Global Asset Management Inc. | 17,314 | $154.0 萬 | 0.19% | −1,915−10.0% | 減碼 |
| Walleye Trading LLC | 17,052 | $152.0 萬 | 0.05% | +17,052 | 新進 |
| NorthRock Partners, LLC | 16,880 | $150.2 萬 | 0.16% | +16+0.1% | 加碼 |
| SIG North Trading, ULC | 16,725 | $149.0 萬 | 0.74% | −39,096−70.0% | 減碼 |
| Nexus Investment Management ULC | 16,544 | $147.2 萬 | 0.16% | 00.0% | 不變 |
| Capital Fund Management S.A. | 16,414 | $146.3 萬 | 0.03% | −5,851−26.3% | 減碼 |
| AE Wealth Management LLC | 16,122 | $143.7 萬 | 0.01% | +7,852+94.9% | 加碼 |
| Mainstay Capital Management LLC | 15,865 | $141.4 萬 | 0.28% | +195+1.2% | 加碼 |
| Advisors Asset Management, Inc. | 15,652 | $139.5 萬 | 0.03% | +1,170+8.1% | 加碼 |
| Susquehanna International Group, LLP | 15,000 | $133.7 萬 | 0.00% | +15,000 | 新進 |
| Naples Global Advisors, LLC | 14,987 | $133.5 萬 | 0.17% | +415+2.8% | 加碼 |
| Aigen Investment Management, LP | 14,215 | $126.6 萬 | 0.17% | +14,215 | 新進 |
| Curbstone Financial Management Corp | 14,134 | $125.9 萬 | 0.31% | −200−1.4% | 減碼 |
| Victory Capital Management Inc | 14,040 | $125.1 萬 | 0.00% | +14,040 | 新進 |
| IFG Advisory, LLC | 13,982 | $124.6 萬 | 0.12% | +9,604+219.4% | 加碼 |
| Truist Financial Corp | 13,940 | $124.2 萬 | 0.00% | +714+5.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 13,566 | $120.9 萬 | 0.04% | +13,566 | 新進 |
| Advisor Partners II, LLC | 13,557 | $120.8 萬 | 0.07% | +3,745+38.2% | 加碼 |
| Thornburg Investment Management Inc | 13,471 | $120.4 萬 | 0.02% | −30,960−69.7% | 減碼 |
| Unigestion Holding SA | 13,363 | $118.1 萬 | 0.06% | 00.0% | 不變 |
| Cigna Investments Inc | 12,647 | $112.5 萬 | 0.23% | −208−1.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 12,366 | $110.2 萬 | 0.01% | +3,650+41.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 6,725 | $109.7 萬 | 0.10% | +1,563+30.3% | 加碼 |
| Texas Yale Capital Corp. | 12,248 | $109.1 萬 | 0.06% | −225−1.8% | 減碼 |
| Davis-Rea Ltd. | 11,852 | $105.5 萬 | 0.64% | −1,132−8.7% | 減碼 |
| First American Bank | 11,520 | $102.7 萬 | 0.09% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 11,487 | $102.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 11,438 | $101.9 萬 | 0.01% | +308+2.8% | 加碼 |