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 3 季 13F 持有人
Bank of Montreal 在 2023/9/30 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
- 458
- 較 2023 年第 2 季 −8 家
- 持有股數
- 3.35 億
- 較 2023 年第 2 季 +703.4 萬 (+2.1%)
- 總市值
- $283.4 億
- 較 2023 年第 2 季 −$13.6 億 (−4.6%)
- 新進機構
- 38
- 另有 181 家加碼
- 清倉機構
- 46
- 另有 134 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 67,356,616 | $56.8 億 | 1.66% | −449,811−0.7% | 減碼 |
| Bank of Montreal | 26,709,036 | $23.7 億 | 1.40% | +441,559+1.7% | 加碼 |
| Vanguard Group Inc | 27,191,193 | $22.9 億 | 0.06% | +468,761+1.8% | 加碼 |
| TD Asset Management Inc | 16,037,707 | $13.6 億 | 1.65% | −204,219−1.3% | 減碼 |
| Bank of Nova Scotia | 14,783,968 | $12.5 億 | 3.29% | +1,417,298+10.6% | 加碼 |
| Toronto Dominion Bank | 14,042,593 | $11.8 億 | 1.96% | +679,340+5.1% | 加碼 |
| CIBC World Markets Inc. | 14,000,502 | $11.8 億 | 4.24% | −146,412−1.0% | 減碼 |
| Mackenzie Financial Corp | 13,757,010 | $11.0 億 | 1.85% | +69,009+0.5% | 加碼 |
| National Bank of Canada | 11,484,576 | $9.38 億 | 1.72% | −809,820−6.6% | 減碼 |
| 1832 Asset Management L.P. | 9,187,733 | $7.75 億 | 1.61% | −92,802−1.0% | 減碼 |
| CIBC Asset Management Inc | 8,326,233 | $7.05 億 | 2.93% | +29,706+0.4% | 加碼 |
| Norges Bank | 7,465,710 | $6.30 億 | 0.13% | +196,289+2.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 5,588,580 | $4.74 億 | 1.36% | +73,593+1.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 5,137,830 | $4.37 億 | 0.25% | +122,925+2.5% | 加碼 |
| Beutel, Goodman & Co Ltd. | 5,065,436 | $4.29 億 | 2.54% | +39,155+0.8% | 加碼 |
| Legal & General Group Plc | 4,224,311 | $3.58 億 | 0.12% | +237,521+6.0% | 加碼 |
| FIL Ltd | 4,143,497 | $3.50 億 | 0.41% | +814,507+24.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,580,321 | $3.02 億 | 0.10% | −127,353−3.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,452,025 | $2.91 億 | 1.52% | +54,324+1.6% | 加碼 |
| FMR LLC | 3,297,129 | $2.78 億 | 0.02% | +301,391+10.1% | 加碼 |
| Scotia Capital Inc. | 3,180,814 | $2.68 億 | 1.94% | +64,839+2.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,133,938 | $2.64 億 | 1.20% | +2,308,214+279.5% | 加碼 |
| Fiera Capital Corp | 3,116,861 | $2.64 億 | 0.84% | +185,082+6.3% | 加碼 |
| JPMorgan Chase & Co | 2,911,557 | $2.46 億 | 0.03% | +102,710+3.7% | 加碼 |
| Geode Capital Management, LLC | 2,627,473 | $2.23 億 | 0.03% | +98,060+3.9% | 加碼 |
| Omers Administration Corp | 2,614,340 | $2.22 億 | 3.34% | 00.0% | 不變 |
| Guardian Capital LP | 2,593,957 | $2.20 億 | 8.18% | −137,587−5.0% | 減碼 |
| British Columbia Investment Management Corp | 2,386,990 | $2.01 億 | 1.91% | +937,223+64.6% | 加碼 |
| Goldman Sachs Group Inc | 2,078,573 | $1.75 億 | 0.04% | +518,553+33.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,020,177 | $1.74 億 | 1.80% | +100,556+5.2% | 加碼 |
| Letko, Brosseau & Associates Inc | 2,019,630 | $1.71 億 | 3.35% | +11,863+0.6% | 加碼 |
| Bank of America Corp | 1,820,312 | $1.54 億 | 0.02% | +95,144+5.5% | 加碼 |
| Morgan Stanley | 1,754,961 | $1.48 億 | 0.02% | +580,390+49.4% | 加碼 |
| Canada Pension Plan Investment Board | 1,716,964 | $1.46 億 | 0.21% | −345,501−16.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,694,338 | $1.43 億 | 0.12% | +189,188+12.6% | 加碼 |
| Massachusetts Financial Services Co | 1,506,366 | $1.27 億 | 0.04% | +826+0.1% | 加碼 |
| Newport Trust Co | 1,463,373 | $1.23 億 | 0.38% | +2,259+0.2% | 加碼 |
| Alberta Investment Management Corp | 1,369,259 | $1.16 億 | 1.24% | +53,934+4.1% | 加碼 |
| Credit Suisse AG | 1,347,685 | $1.14 億 | 0.12% | −9,128−0.7% | 減碼 |
| Agf Management Ltd | 1,303,099 | $1.10 億 | 0.78% | +1,303,099 | 新進 |
| Cardinal Capital Management, Inc. | 1,256,791 | $1.06 億 | 5.54% | +13,925+1.1% | 加碼 |
| Franklin Resources Inc | 1,132,846 | $9,556 萬 | 0.05% | +31,371+2.8% | 加碼 |
| Addenda Capital Inc. | 744,165 | $8,527 萬 | 3.71% | −2,137−0.3% | 減碼 |
| Invesco Ltd. | 933,183 | $7,873 萬 | 0.02% | −1,022−0.1% | 減碼 |
| Bank of New York Mellon Corp | 897,591 | $7,573 萬 | 0.02% | −31,725−3.4% | 減碼 |
| First Trust Advisors LP | 805,637 | $6,797 萬 | 0.08% | −9,845−1.2% | 減碼 |
| Credential Qtrade Securities Inc. | 800,908 | $6,757 萬 | 4.48% | +7,842+1.0% | 加碼 |
| Value Partners Investments Inc. | 772,294 | $6,545 萬 | 5.42% | +108,177+16.3% | 加碼 |
| Cidel Asset Management Inc | 753,814 | $6,388 萬 | 3.19% | −29,045−3.7% | 減碼 |
| Deutsche Bank AG | 717,366 | $6,052 萬 | 0.04% | −108,719−13.2% | 減碼 |
| Intact Investment Management Inc. | 643,241 | $5,426 萬 | 2.35% | −312,570−32.7% | 減碼 |
| Capital International Investors | 617,942 | $5,213 萬 | 0.01% | −27,228−4.2% | 減碼 |
| BlackRock Inc. | 608,397 | $5,133 萬 | 0.00% | +108,587+21.7% | 加碼 |
| Two Sigma Investments, LP | 576,940 | $4,868 萬 | 0.14% | +456,400+378.6% | 加碼 |
| Amundi | 583,569 | $4,700 萬 | 0.02% | +57,534+10.9% | 加碼 |
| Korea Investment CORP | 493,404 | $4,182 萬 | 0.12% | +15,073+3.2% | 加碼 |
| Great West Life Assurance Co | 484,646 | $4,106 萬 | 0.10% | −2,817−0.6% | 減碼 |
| Bank of Nova Scotia Trust Co | 449,057 | $3,789 萬 | 4.50% | −171,799−27.7% | 減碼 |
| State of Tennessee, Treasury Department | 409,666 | $3,472 萬 | 0.14% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 409,136 | $3,467 萬 | 3.18% | +94,788+30.2% | 加碼 |
| Guardian Capital Advisors LP | 413,988 | $3,430 萬 | 3.84% | +26,955+7.0% | 加碼 |
| Aviva PLC | 360,227 | $3,049 萬 | 0.13% | −23,705−6.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 323,269 | $2,740 萬 | 0.18% | +3,977+1.2% | 加碼 |
| Northern Trust Corp | 311,341 | $2,627 萬 | 0.01% | +6,166+2.0% | 加碼 |
| Pictet Asset Management Holding SA | 305,832 | $2,592 萬 | 0.03% | +305,832 | 新進 |
| AMF Pensionsforsakring AB | 299,289 | $2,538 萬 | 0.25% | +69,192+30.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 295,922 | $2,498 萬 | 1.15% | +164,744+125.6% | 加碼 |
| Forsta Ap-Fonden | 282,600 | $2,395 萬 | 0.27% | +16,100+6.0% | 加碼 |
| Gluskin Sheff & Assoc Inc | 278,114 | $2,346 萬 | 1.80% | −64,733−18.9% | 減碼 |
| HSBC Holdings PLC | 268,015 | $2,262 萬 | 0.03% | −116,970−30.4% | 減碼 |
| Russell Investments Group, Ltd. | 242,257 | $2,054 萬 | 0.04% | −46,204−16.0% | 減碼 |
| Susquehanna International Group, LLP | 235,230 | $1,985 萬 | 0.03% | −91,966−28.1% | 減碼 |
| State of Wisconsin Investment Board | 230,253 | $1,951 萬 | 0.06% | +15,358+7.1% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $1,914 萬 | 0.25% | 00.0% | 不變 |
| Portland Investment Counsel Inc. | 223,212 | $1,883 萬 | 8.65% | +9,254+4.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 221,904 | $1,881 萬 | 0.08% | +7,980+3.7% | 加碼 |
| Two Sigma Advisers, LP | 213,998 | $1,806 萬 | 0.05% | +117,400+121.5% | 加碼 |
| UBS Group AG | 212,203 | $1,790 萬 | 0.01% | +15,366+7.8% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 211,689 | $1,786 萬 | 1.51% | −3,521−1.6% | 減碼 |
| Rempart Asset Management Inc. | 209,828 | $1,776 萬 | 3.95% | −3,170−1.5% | 減碼 |
| United Services Automobile Association | 203,861 | $1,719 萬 | 0.43% | +4,890+2.5% | 加碼 |
| Vontobel Holding Ltd. | 201,317 | $1,698 萬 | 0.16% | −24,315−10.8% | 減碼 |
| Public Sector Pension Investment Board | 188,007 | $1,593 萬 | 0.12% | −1,005,214−84.2% | 減碼 |
| Citigroup Inc | 186,325 | $1,579 萬 | 0.02% | +44,373+31.3% | 加碼 |
| Dorchester Wealth Management Co | 183,261 | $1,542 萬 | 3.12% | −4,598−2.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 177,994 | $1,524 萬 | 0.04% | −655−0.4% | 減碼 |
| Pinnacle Financial Partners Inc | 171,717 | $1,449 萬 | 0.37% | +6,901+4.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 162,505 | $1,370 萬 | 0.03% | −21,000−11.4% | 減碼 |
| Neuberger Berman Group LLC | 158,608 | $1,344 萬 | 0.01% | −22,586−12.5% | 減碼 |
| Genus Capital Management Inc. | 156,804 | $1,329 萬 | 2.09% | −34,458−18.0% | 減碼 |
| Burgundy Asset Management Ltd. | 150,000 | $1,271 萬 | 0.16% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 146,738 | $1,244 萬 | 0.03% | −23,407−13.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 140,321 | $1,184 萬 | 0.18% | −18,211−11.5% | 減碼 |
| Jane Street Group, LLC | 131,937 | $1,113 萬 | 0.02% | +33,930+34.6% | 加碼 |
| AXA S.A. | 131,867 | $1,113 萬 | 0.04% | +17,366+15.2% | 加碼 |
| Wells Fargo & Company | 129,150 | $1,092 萬 | 0.00% | −2,483−1.9% | 減碼 |
| Wellington Management Group LLP | 125,927 | $1,067 萬 | 0.00% | +8,685+7.4% | 加碼 |
| St Germain D J Co Inc | 123,623 | $1,043 萬 | 0.59% | −1,525−1.2% | 減碼 |
| Capital International Inc | 121,643 | $1,026 萬 | 0.20% | −187,486−60.6% | 減碼 |
| USS Investment Management Ltd | 110,366 | $931.8 萬 | 0.10% | +14,025+14.6% | 加碼 |