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
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 |
|---|---|---|---|---|---|
| US Bancorp | 21,489 | $194.1 萬 | 0.00% | −504−2.3% | 減碼 |
| Gries Financial LLC | 21,586 | $194.9 萬 | 0.54% | +21,586 | 新進 |
| Mariner, LLC | 22,019 | $198.8 萬 | 0.01% | +1,865+9.3% | 加碼 |
| Umb Bank N A | 22,626 | $204.3 萬 | 0.03% | 00.0% | 不變 |
| Resources Management Corp | 22,880 | $206.6 萬 | 0.32% | +21,804+2,026.4% | 加碼 |
| Creative Planning | 23,106 | $208.7 萬 | 0.00% | +2,629+12.8% | 加碼 |
| APG Asset Management N.V. | 26,075 | $216.1 萬 | 0.00% | −300−1.1% | 減碼 |
| Maryland State Retirement & Pension System | 24,032 | $217.1 萬 | 0.05% | +2,362+10.9% | 加碼 |
| MML Investors Services, LLC | 24,620 | $222.3 萬 | 0.01% | +24,620 | 新進 |
| WoodTrust Financial Corp | 28,155 | $254.3 萬 | 0.47% | +1,010+3.7% | 加碼 |
| Advisor Group Holdings, Inc. | 28,193 | $254.6 萬 | 0.00% | −691−2.4% | 減碼 |
| Twin Tree Management, LP | 29,543 | $266.8 萬 | 0.05% | −44,643−60.2% | 減碼 |
| Harvest Portfolios Group Inc. | 29,670 | $268.0 萬 | 0.12% | +2,909+10.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 29,773 | $268.9 萬 | 0.10% | +369+1.3% | 加碼 |
| Shell Asset Management Co | 30,116 | $272.3 萬 | 0.11% | −5,500−15.4% | 減碼 |
| Man Group plc | 30,365 | $274.3 萬 | 0.01% | – | – |
| Rathbone Brothers plc | 30,541 | $276.1 萬 | 0.03% | −244−0.8% | 減碼 |
| Natixis Advisors, L.P. | 31,395 | $283.5 萬 | 0.01% | +5,589+21.7% | 加碼 |
| Silver Lake Advisory, LLC | 31,416 | $283.7 萬 | 1.52% | 00.0% | 不變 |
| Ostrum Asset Management | 31,829 | $287.8 萬 | 0.24% | −2,135−6.3% | 減碼 |
| Walleye Trading LLC | 32,061 | $289.5 萬 | 0.15% | +15,009+88.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,331 | $292.0 萬 | 0.01% | +32,331 | 新進 |
| Metis Global Partners, LLC | 33,122 | $299.1 萬 | 0.16% | +1,654+5.3% | 加碼 |
| Capital Group Private Client Services, Inc. | 33,674 | $304.1 萬 | 0.04% | +33,674 | 新進 |
| JCIC Asset Management Inc. | 33,973 | $306.9 萬 | 1.39% | −20,860−38.0% | 減碼 |
| Canoe Financial LP | 35,105 | $317.2 萬 | 0.07% | −2,700−7.1% | 減碼 |
| Baird Financial Group, Inc. | 35,384 | $319.6 萬 | 0.01% | +2,586+7.9% | 加碼 |
| Envestnet Asset Management Inc | 35,386 | $319.6 萬 | 0.00% | +4,224+13.6% | 加碼 |
| Westover Capital Advisors, LLC | 35,469 | $320.3 萬 | 1.11% | −891−2.5% | 減碼 |
| Ossiam | 35,976 | $325.3 萬 | 0.06% | −4,862−11.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 36,764 | $332.0 萬 | 0.01% | −12,517−25.4% | 減碼 |
| PCJ Investment Counsel Ltd. | 38,661 | $349.1 萬 | 1.48% | −13,290−25.6% | 減碼 |
| Azimuth Capital Investment Management LLC | 39,970 | $361.0 萬 | 0.17% | −55−0.1% | 減碼 |
| Hillsdale Investment Management Inc. | 41,217 | $372.2 萬 | 0.34% | −57,240−58.1% | 減碼 |
| Ensign Peak Advisors, Inc | 42,729 | $378.2 萬 | 0.01% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 42,032 | $380.0 萬 | 0.01% | +2,938+7.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 43,185 | $397.3 萬 | 0.09% | −5,193−10.7% | 減碼 |
| M&G Investment Management Ltd | 48,000 | $434.7 萬 | 0.03% | −188,172−79.7% | 減碼 |
| Power Corp of Canada | 48,931 | $441.8 萬 | 0.46% | +607+1.3% | 加碼 |
| Alliancebernstein L.P. | 49,996 | $451.5 萬 | 0.00% | −2,187−4.2% | 減碼 |
| Commonwealth Equity Services, LLC | 52,700 | $475.9 萬 | 0.01% | +278+0.5% | 加碼 |
| Stifel Financial Corp | 56,437 | $509.7 萬 | 0.01% | −7,006−11.0% | 減碼 |
| LPL Financial LLC | 56,865 | $513.6 萬 | 0.00% | +1,134+2.0% | 加碼 |
| Dana Investment Advisors, Inc. | 56,958 | $514.4 萬 | 0.25% | +130+0.2% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 58,199 | $525.9 萬 | 1.98% | +808+1.4% | 加碼 |
| Romano Brothers and Company | 58,484 | $528.2 萬 | 0.79% | −1,307−2.2% | 減碼 |
| M&T Bank Corp | 58,677 | $530.8 萬 | 0.02% | +484+0.8% | 加碼 |
| K.J. Harrison & Partners Inc | 63,450 | $571.3 萬 | 1.04% | −869−1.4% | 減碼 |
| Royal London Asset Management Ltd | 66,540 | $600.9 萬 | 0.02% | +57,113+605.8% | 加碼 |
| Marathon Capital Management | 66,600 | $601.5 萬 | 1.48% | −955−1.4% | 減碼 |
| Northwest Bancshares, Inc. | 68,440 | $618.1 萬 | 1.12% | +22,815+50.0% | 加碼 |
| HighTower Advisors, LLC | 71,581 | $652.1 萬 | 0.01% | +2,258+3.3% | 加碼 |
| Ameriprise Financial Inc | 68,282 | $703.4 萬 | 0.00% | −15,597−18.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 83,621 | $755.2 萬 | 0.24% | +4,606+5.8% | 加碼 |
| Utah Retirement Systems | 83,572 | $755.6 萬 | 0.10% | +1,600+2.0% | 加碼 |
| Raymond James & Associates | 83,728 | $756.1 萬 | 0.01% | +4,405+5.6% | 加碼 |
| Van Eck Associates Corp | 87,383 | $789.5 萬 | 0.02% | +59,321+211.4% | 加碼 |
| Investment Management Corp of Ontario | 87,521 | $790.4 萬 | 0.34% | +1,086+1.3% | 加碼 |
| Federated Hermes, Inc. | 90,941 | $821.3 萬 | 0.02% | −1,015−1.1% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $867.0 萬 | 0.96% | 00.0% | 不變 |
| USS Investment Management Ltd | 96,341 | $870.4 萬 | 0.10% | +2,148+2.3% | 加碼 |
| Two Sigma Advisers, LP | 96,598 | $872.4 萬 | 0.02% | +96,598 | 新進 |
| Jane Street Group, LLC | 98,007 | $885.1 萬 | 0.01% | +24,598+33.5% | 加碼 |
| American Century Companies Inc | 101,345 | $915.3 萬 | 0.01% | −561−0.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 101,360 | $915.4 萬 | 0.09% | −39,000−27.8% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 57,963 | $921.8 萬 | 0.44% | +16,369+39.4% | 加碼 |
| Balyasny Asset Management LLC | 113,064 | $1,021 萬 | 0.03% | +77,040+213.9% | 加碼 |
| AXA S.A. | 114,501 | $1,034 萬 | 0.03% | +4,756+4.3% | 加碼 |
| Wellington Management Group LLP | 117,242 | $1,060 萬 | 0.00% | +6,013+5.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 117,503 | $1,061 萬 | 0.07% | −376,914−76.2% | 減碼 |
| Two Sigma Investments, LP | 120,540 | $1,089 萬 | 0.03% | +120,540 | 新進 |
| St Germain D J Co Inc | 125,148 | $1,130 萬 | 0.60% | +125,148 | 新進 |
| Janus Henderson Group PLC | 125,238 | $1,132 萬 | 0.01% | +42,344+51.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 131,178 | $1,184 萬 | 0.60% | +63,304+93.3% | 加碼 |
| Wells Fargo & Company | 131,633 | $1,190 萬 | 0.00% | +1,403+1.1% | 加碼 |
| Citigroup Inc | 141,952 | $1,283 萬 | 0.02% | +22,765+19.1% | 加碼 |
| Burgundy Asset Management Ltd. | 150,000 | $1,355 萬 | 0.16% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 150,626 | $1,361 萬 | 0.15% | +150,626 | 新進 |
| O'Shaughnessy Asset Management, LLC | 158,532 | $1,432 萬 | 0.21% | −25,168−13.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 160,732 | $1,453 萬 | 0.11% | −87,055−35.1% | 減碼 |
| Pinnacle Financial Partners Inc | 164,816 | $1,488 萬 | 0.37% | +6,078+3.8% | 加碼 |
| Allianz Asset Management GmbH | 170,145 | $1,538 萬 | 0.03% | −56,678−25.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 178,649 | $1,606 萬 | 0.04% | +5,182+3.0% | 加碼 |
| Neuberger Berman Group LLC | 181,194 | $1,638 萬 | 0.01% | −21,869−10.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 183,505 | $1,658 萬 | 0.04% | +6,566+3.7% | 加碼 |
| Dorchester Wealth Management Co | 187,859 | $1,686 萬 | 3.43% | −4,161−2.2% | 減碼 |
| Genus Capital Management Inc. | 191,262 | $1,729 萬 | 2.55% | +191,262 | 新進 |
| UBS Group AG | 196,837 | $1,778 萬 | 0.01% | −2,168−1.1% | 減碼 |
| Todd Asset Management LLC | 196,906 | $1,778 萬 | 0.41% | −71,864−26.7% | 減碼 |
| United Services Automobile Association | 198,971 | $1,796 萬 | 0.51% | −585−0.3% | 減碼 |
| Rempart Asset Management Inc. | 212,998 | $1,925 萬 | 4.02% | +6,220+3.0% | 加碼 |
| Portland Investment Counsel Inc. | 213,958 | $1,932 萬 | 9.55% | +792+0.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 213,924 | $1,934 萬 | 0.09% | +16,565+8.4% | 加碼 |
| State of Wisconsin Investment Board | 214,895 | $1,943 萬 | 0.05% | −110,891−34.0% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 215,210 | $1,943 萬 | 1.56% | +4,310+2.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $2,023 萬 | 0.26% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 225,632 | $2,037 萬 | 0.18% | −10,020−4.3% | 減碼 |
| AMF Pensionsforsakring AB | 230,097 | $2,080 萬 | 0.19% | +115,210+100.3% | 加碼 |
| Forsta Ap-Fonden | 266,500 | $2,410 萬 | 0.26% | +25,500+10.6% | 加碼 |
| Russell Investments Group, Ltd. | 288,461 | $2,602 萬 | 0.05% | +3,782+1.3% | 加碼 |