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 2 季 13F 持有人
Bank of Montreal 在 2023/6/30 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
- 470
- 較 2023 年第 1 季 +2 家
- 持有股數
- 3.28 億
- 較 2023 年第 1 季 +432.3 萬 (+1.3%)
- 總市值
- $297.3 億
- 較 2023 年第 1 季 +$8.31 億 (+2.9%)
- 新進機構
- 52
- 另有 165 家加碼
- 清倉機構
- 50
- 另有 141 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 67,806,427 | $61.2 億 | 1.71% | +1,590,258+2.4% | 加碼 |
| Vanguard Group Inc | 26,722,432 | $24.1 億 | 0.06% | +2,244,422+9.2% | 加碼 |
| Bank of Montreal | 26,267,477 | $23.7 億 | 1.46% | +1,080,768+4.3% | 加碼 |
| TD Asset Management Inc | 16,241,926 | $14.7 億 | 1.67% | −245,996−1.5% | 減碼 |
| CIBC World Markets Inc. | 14,146,914 | $12.8 億 | 4.39% | +756,928+5.7% | 加碼 |
| Mackenzie Financial Corp | 13,688,001 | $12.4 億 | 1.89% | +1,170,160+9.3% | 加碼 |
| Toronto Dominion Bank | 13,363,253 | $12.1 億 | 1.79% | +1,057,501+8.6% | 加碼 |
| Bank of Nova Scotia | 13,366,670 | $12.1 億 | 3.16% | −2,268,806−14.5% | 減碼 |
| National Bank of Canada | 12,294,396 | $11.1 億 | 2.24% | +278,859+2.3% | 加碼 |
| 1832 Asset Management L.P. | 9,280,535 | $8.38 億 | 1.63% | −224,819−2.4% | 減碼 |
| CIBC Asset Management Inc | 8,296,527 | $7.50 億 | 2.94% | −222,954−2.6% | 減碼 |
| Norges Bank | 7,269,421 | $6.56 億 | 0.13% | +1,073,936+17.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 5,514,987 | $4.99 億 | 1.33% | +68,478+1.3% | 加碼 |
| Beutel, Goodman & Co Ltd. | 5,026,281 | $4.54 億 | 2.55% | +21,178+0.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 5,014,905 | $4.53 億 | 0.25% | −255,533−4.8% | 減碼 |
| Legal & General Group Plc | 3,986,790 | $3.60 億 | 0.12% | +284,274+7.7% | 加碼 |
| Dimensional Fund Advisors LP | 3,707,674 | $3.35 億 | 0.11% | −12,071−0.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,397,701 | $3.07 億 | 1.53% | −377,358−10.0% | 減碼 |
| FIL Ltd | 3,328,990 | $3.01 億 | 0.34% | −2,558,454−43.5% | 減碼 |
| Scotia Capital Inc. | 3,115,975 | $2.81 億 | 1.93% | +164,821+5.6% | 加碼 |
| FMR LLC | 2,995,738 | $2.71 億 | 0.02% | −2,749,074−47.9% | 減碼 |
| Fiera Capital Corp | 2,931,779 | $2.65 億 | 0.77% | −7,913−0.3% | 減碼 |
| JPMorgan Chase & Co | 2,808,847 | $2.54 億 | 0.03% | +11,509+0.4% | 加碼 |
| Guardian Capital LP | 2,731,544 | $2.47 億 | 7.91% | +80,174+3.0% | 加碼 |
| Omers Administration Corp | 2,614,340 | $2.36 億 | 3.68% | +1,686,340+181.7% | 加碼 |
| Geode Capital Management, LLC | 2,529,413 | $2.30 億 | 0.03% | +249,185+10.9% | 加碼 |
| Canada Pension Plan Investment Board | 2,062,465 | $1.86 億 | 0.28% | −343,190−14.3% | 減碼 |
| Letko, Brosseau & Associates Inc | 2,007,767 | $1.82 億 | 3.38% | +1,939+0.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,919,621 | $1.77 億 | 1.74% | +203,811+11.9% | 加碼 |
| Bank of America Corp | 1,725,168 | $1.56 億 | 0.02% | −247,525−12.5% | 減碼 |
| Goldman Sachs Group Inc | 1,560,020 | $1.41 億 | 0.04% | +299,533+23.8% | 加碼 |
| MUFG Securities EMEA plc | 1,150,200 | $1.38 億 | 3.16% | +1,150,200 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,505,150 | $1.36 億 | 0.11% | −223,337−12.9% | 減碼 |
| Massachusetts Financial Services Co | 1,505,540 | $1.36 億 | 0.04% | +11,603+0.8% | 加碼 |
| Newport Trust Co | 1,461,114 | $1.32 億 | 0.39% | −5,398−0.4% | 減碼 |
| British Columbia Investment Management Corp | 1,449,767 | $1.31 億 | 1.23% | −92,871−6.0% | 減碼 |
| Credit Suisse AG | 1,356,813 | $1.23 億 | 0.12% | +28,758+2.2% | 加碼 |
| Alberta Investment Management Corp | 1,315,325 | $1.19 億 | 1.14% | +253,046+23.8% | 加碼 |
| Cardinal Capital Management, Inc. | 1,242,866 | $1.12 億 | 5.63% | +8,131+0.7% | 加碼 |
| Public Sector Pension Investment Board | 1,193,221 | $1.08 億 | 0.77% | +724,866+154.8% | 加碼 |
| Morgan Stanley | 1,174,571 | $1.06 億 | 0.01% | −466,666−28.4% | 減碼 |
| Franklin Resources Inc | 1,101,475 | $9,946 萬 | 0.05% | −2,321−0.2% | 減碼 |
| Addenda Capital Inc. | 746,302 | $8,929 萬 | 3.75% | −6,947−0.9% | 減碼 |
| Intact Investment Management Inc. | 955,811 | $8,632 萬 | 3.51% | +461,440+93.3% | 加碼 |
| Invesco Ltd. | 934,205 | $8,437 萬 | 0.02% | +36,468+4.1% | 加碼 |
| Bank of New York Mellon Corp | 929,316 | $8,393 萬 | 0.02% | +54,886+6.3% | 加碼 |
| Deutsche Bank AG | 826,085 | $7,460 萬 | 0.04% | +97,743+13.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 825,724 | $7,460 萬 | 0.33% | +825,724 | 新進 |
| First Trust Advisors LP | 815,482 | $7,364 萬 | 0.08% | −44,220−5.1% | 減碼 |
| Credential Qtrade Securities Inc. | 793,066 | $7,163 萬 | 4.51% | +39,739+5.3% | 加碼 |
| Cidel Asset Management Inc | 782,859 | $7,078 萬 | 3.21% | −17,988−2.2% | 減碼 |
| Value Partners Investments Inc. | 664,117 | $6,001 萬 | 4.82% | +2,647+0.4% | 加碼 |
| Capital International Investors | 645,170 | $5,827 萬 | 0.01% | +645,170 | 新進 |
| Bank of Nova Scotia Trust Co | 620,856 | $5,607 萬 | 5.85% | +7,835+1.3% | 加碼 |
| Amundi | 526,035 | $4,800 萬 | 0.02% | −147,505−21.9% | 減碼 |
| BlackRock Inc. | 499,810 | $4,514 萬 | 0.00% | +20,137+4.2% | 加碼 |
| Great West Life Assurance Co | 487,463 | $4,433 萬 | 0.11% | +40,773+9.1% | 加碼 |
| Korea Investment CORP | 478,331 | $4,325 萬 | 0.12% | −36,093−7.0% | 減碼 |
| Triasima Portfolio Management inc. | 314,348 | $3,761 萬 | 2.38% | −65,537−17.3% | 減碼 |
| State of Tennessee, Treasury Department | 409,666 | $3,704 萬 | 0.16% | +409,666 | 新進 |
| HSBC Holdings PLC | 384,985 | $3,479 萬 | 0.04% | +3,051+0.8% | 加碼 |
| Aviva PLC | 383,932 | $3,470 萬 | 0.14% | −1,132−0.3% | 減碼 |
| Guardian Capital Advisors LP | 387,033 | $3,436 萬 | 3.91% | +51,186+15.2% | 加碼 |
| Gluskin Sheff & Assoc Inc | 342,847 | $3,096 萬 | 1.87% | −152,654−30.8% | 減碼 |
| Susquehanna International Group, LLP | 327,196 | $2,955 萬 | 0.05% | +312,196+2,081.3% | 加碼 |
| Jarislowsky, Fraser Ltd | 319,292 | $2,887 萬 | 0.17% | +3,383+1.1% | 加碼 |
| Capital International Inc | 309,129 | $2,792 萬 | 0.51% | +309,129 | 新進 |
| Northern Trust Corp | 305,175 | $2,756 萬 | 0.01% | +8,168+2.8% | 加碼 |
| Pictet Asset Management SA | 294,465 | $2,662 萬 | 0.03% | +23,999+8.9% | 加碼 |
| Russell Investments Group, Ltd. | 288,461 | $2,602 萬 | 0.05% | +3,782+1.3% | 加碼 |
| Forsta Ap-Fonden | 266,500 | $2,410 萬 | 0.26% | +25,500+10.6% | 加碼 |
| AMF Pensionsforsakring AB | 230,097 | $2,080 萬 | 0.19% | +115,210+100.3% | 加碼 |
| Vontobel Holding Ltd. | 225,632 | $2,037 萬 | 0.18% | −10,020−4.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $2,023 萬 | 0.26% | 00.0% | 不變 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 215,210 | $1,943 萬 | 1.56% | +4,310+2.0% | 加碼 |
| State of Wisconsin Investment Board | 214,895 | $1,943 萬 | 0.05% | −110,891−34.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 213,924 | $1,934 萬 | 0.09% | +16,565+8.4% | 加碼 |
| Portland Investment Counsel Inc. | 213,958 | $1,932 萬 | 9.55% | +792+0.4% | 加碼 |
| Rempart Asset Management Inc. | 212,998 | $1,925 萬 | 4.02% | +6,220+3.0% | 加碼 |
| United Services Automobile Association | 198,971 | $1,796 萬 | 0.51% | −585−0.3% | 減碼 |
| Todd Asset Management LLC | 196,906 | $1,778 萬 | 0.41% | −71,864−26.7% | 減碼 |
| UBS Group AG | 196,837 | $1,778 萬 | 0.01% | −2,168−1.1% | 減碼 |
| Genus Capital Management Inc. | 191,262 | $1,729 萬 | 2.55% | +191,262 | 新進 |
| Dorchester Wealth Management Co | 187,859 | $1,686 萬 | 3.43% | −4,161−2.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 183,505 | $1,658 萬 | 0.04% | +6,566+3.7% | 加碼 |
| Neuberger Berman Group LLC | 181,194 | $1,638 萬 | 0.01% | −21,869−10.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 178,649 | $1,606 萬 | 0.04% | +5,182+3.0% | 加碼 |
| Allianz Asset Management GmbH | 170,145 | $1,538 萬 | 0.03% | −56,678−25.0% | 減碼 |
| Pinnacle Financial Partners Inc | 164,816 | $1,488 萬 | 0.37% | +6,078+3.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 160,732 | $1,453 萬 | 0.11% | −87,055−35.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 158,532 | $1,432 萬 | 0.21% | −25,168−13.7% | 減碼 |
| Jupiter Asset Management Ltd | 150,626 | $1,361 萬 | 0.15% | +150,626 | 新進 |
| Burgundy Asset Management Ltd. | 150,000 | $1,355 萬 | 0.16% | 00.0% | 不變 |
| Citigroup Inc | 141,952 | $1,283 萬 | 0.02% | +22,765+19.1% | 加碼 |
| Wells Fargo & Company | 131,633 | $1,190 萬 | 0.00% | +1,403+1.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 131,178 | $1,184 萬 | 0.60% | +63,304+93.3% | 加碼 |
| Janus Henderson Group PLC | 125,238 | $1,132 萬 | 0.01% | +42,344+51.1% | 加碼 |
| St Germain D J Co Inc | 125,148 | $1,130 萬 | 0.60% | +125,148 | 新進 |
| Two Sigma Investments, LP | 120,540 | $1,089 萬 | 0.03% | +120,540 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 117,503 | $1,061 萬 | 0.07% | −376,914−76.2% | 減碼 |