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 |
|---|---|---|---|---|---|
| Creative Planning | 29,385 | $247.9 萬 | 0.00% | +6,279+27.2% | 加碼 |
| Shell Asset Management Co | 29,791 | $252.5 萬 | 0.10% | −325−1.1% | 減碼 |
| Westover Capital Advisors, LLC | 30,168 | $254.5 萬 | 0.92% | −5,301−14.9% | 減碼 |
| Ostrum Asset Management | 30,436 | $257.9 萬 | 0.24% | −1,393−4.4% | 減碼 |
| Silver Lake Advisory, LLC | 30,866 | $260.4 萬 | 1.61% | −550−1.8% | 減碼 |
| Harvest Portfolios Group Inc. | 30,906 | $260.7 萬 | 0.12% | +1,236+4.2% | 加碼 |
| HighTower Advisors, LLC | 31,418 | $265.0 萬 | 0.00% | −40,163−56.1% | 減碼 |
| APG Asset Management N.V. | 23,675 | $271.3 萬 | 0.01% | −2,400−9.2% | 減碼 |
| Metis Global Partners, LLC | 33,249 | $280.5 萬 | 0.14% | +127+0.4% | 加碼 |
| Natixis Advisors, L.P. | 33,380 | $281.6 萬 | 0.01% | +1,985+6.3% | 加碼 |
| Advisor Group Holdings, Inc. | 33,453 | $282.4 萬 | 0.00% | +5,260+18.7% | 加碼 |
| AE Wealth Management LLC | 33,570 | $283.2 萬 | 0.02% | +15,612+86.9% | 加碼 |
| Canoe Financial LP | 35,105 | $296.1 萬 | 0.08% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 36,031 | $304.0 萬 | 0.01% | +647+1.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 37,564 | $317.0 萬 | 0.01% | +800+2.2% | 加碼 |
| Azimuth Capital Investment Management LLC | 40,395 | $340.8 萬 | 0.17% | +425+1.1% | 加碼 |
| Envestnet Asset Management Inc | 41,457 | $349.8 萬 | 0.00% | +6,071+17.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 43,938 | $359.9 萬 | 0.08% | +753+1.7% | 加碼 |
| Assenagon Asset Management S.A. | 42,785 | $362.6 萬 | 0.01% | +753+1.8% | 加碼 |
| Hillsdale Investment Management Inc. | 43,847 | $369.6 萬 | 0.34% | +2,630+6.4% | 加碼 |
| Ensign Peak Advisors, Inc | 44,229 | $375.2 萬 | 0.01% | +1,500+3.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 45,279 | $382.0 萬 | 0.01% | +45,279 | 新進 |
| PCJ Investment Counsel Ltd. | 45,811 | $386.4 萬 | 1.78% | +7,150+18.5% | 加碼 |
| Ossiam | 46,428 | $393.5 萬 | 0.07% | +10,452+29.1% | 加碼 |
| Power Corp of Canada | 49,583 | $421.1 萬 | 0.27% | +652+1.3% | 加碼 |
| Alliancebernstein L.P. | 51,581 | $435.2 萬 | 0.00% | +1,585+3.2% | 加碼 |
| Rathbone Brothers plc | 51,736 | $438.4 萬 | 0.03% | +21,195+69.4% | 加碼 |
| Commonwealth Equity Services, LLC | 52,601 | $443.8 萬 | 0.01% | −99−0.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 52,877 | $446.1 萬 | 0.06% | +52,877 | 新進 |
| Stifel Financial Corp | 55,252 | $466.2 萬 | 0.01% | −1,185−2.1% | 減碼 |
| Romano Brothers and Company | 56,356 | $475.5 萬 | 0.74% | −2,128−3.6% | 減碼 |
| Dana Investment Advisors, Inc. | 56,993 | $480.8 萬 | 0.25% | +35+0.1% | 加碼 |
| Citadel Advisors LLC | 57,136 | $482.1 萬 | 0.01% | +45,613+395.8% | 加碼 |
| LPL Financial LLC | 57,865 | $488.2 萬 | 0.00% | +1,000+1.8% | 加碼 |
| M&T Bank Corp | 59,676 | $504.3 萬 | 0.02% | +999+1.7% | 加碼 |
| SIG North Trading, ULC | 62,868 | $530.4 萬 | 2.39% | +62,868 | 新進 |
| K.J. Harrison & Partners Inc | 63,673 | $539.6 萬 | 1.22% | +223+0.4% | 加碼 |
| Marathon Capital Management | 64,874 | $547.3 萬 | 1.38% | −1,726−2.6% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 66,054 | $559.7 萬 | 2.15% | +7,855+13.5% | 加碼 |
| Northwest Bancshares, Inc. | 68,659 | $579.3 萬 | 1.11% | +219+0.3% | 加碼 |
| Voloridge Investment Management, LLC | 69,265 | $584.4 萬 | 0.03% | +69,265 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 72,913 | $615.2 萬 | 0.03% | +40,582+125.5% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 78,611 | $663.4 萬 | 0.35% | +20,648+35.6% | 加碼 |
| Janus Henderson Group PLC | 79,653 | $675.6 萬 | 0.00% | −45,585−36.4% | 減碼 |
| Twin Tree Management, LP | 80,313 | $677.6 萬 | 0.23% | +50,770+171.9% | 加碼 |
| Raymond James & Associates | 83,083 | $701.0 萬 | 0.01% | −645−0.8% | 減碼 |
| Utah Retirement Systems | 83,572 | $708.3 萬 | 0.10% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 84,703 | $714.5 萬 | 0.24% | +1,082+1.3% | 加碼 |
| Ameriprise Financial Inc | 74,105 | $729.7 萬 | 0.00% | +5,823+8.5% | 加碼 |
| Federated Hermes, Inc. | 88,499 | $746.7 萬 | 0.02% | −2,442−2.7% | 減碼 |
| Investment Management Corp of Ontario | 88,688 | $748.3 萬 | 0.29% | +1,167+1.3% | 加碼 |
| Royal London Asset Management Ltd | 89,018 | $751.0 萬 | 0.02% | +22,478+33.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 91,887 | $775.3 萬 | 0.05% | −25,616−21.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 93,917 | $795.9 萬 | 0.07% | −66,815−41.6% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $810.0 萬 | 0.90% | 00.0% | 不變 |
| Van Eck Associates Corp | 98,869 | $834.4 萬 | 0.02% | +11,486+13.1% | 加碼 |
| American Century Companies Inc | 110,345 | $930.9 萬 | 0.01% | +9,000+8.9% | 加碼 |
| USS Investment Management Ltd | 110,366 | $931.8 萬 | 0.10% | +14,025+14.6% | 加碼 |
| Capital International Inc | 121,643 | $1,026 萬 | 0.20% | −187,486−60.6% | 減碼 |
| St Germain D J Co Inc | 123,623 | $1,043 萬 | 0.59% | −1,525−1.2% | 減碼 |
| Wellington Management Group LLP | 125,927 | $1,067 萬 | 0.00% | +8,685+7.4% | 加碼 |
| Wells Fargo & Company | 129,150 | $1,092 萬 | 0.00% | −2,483−1.9% | 減碼 |
| AXA S.A. | 131,867 | $1,113 萬 | 0.04% | +17,366+15.2% | 加碼 |
| Jane Street Group, LLC | 131,937 | $1,113 萬 | 0.02% | +33,930+34.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 140,321 | $1,184 萬 | 0.18% | −18,211−11.5% | 減碼 |
| Allianz Asset Management GmbH | 146,738 | $1,244 萬 | 0.03% | −23,407−13.8% | 減碼 |
| Burgundy Asset Management Ltd. | 150,000 | $1,271 萬 | 0.16% | 00.0% | 不變 |
| Genus Capital Management Inc. | 156,804 | $1,329 萬 | 2.09% | −34,458−18.0% | 減碼 |
| Neuberger Berman Group LLC | 158,608 | $1,344 萬 | 0.01% | −22,586−12.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 162,505 | $1,370 萬 | 0.03% | −21,000−11.4% | 減碼 |
| Pinnacle Financial Partners Inc | 171,717 | $1,449 萬 | 0.37% | +6,901+4.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 177,994 | $1,524 萬 | 0.04% | −655−0.4% | 減碼 |
| Dorchester Wealth Management Co | 183,261 | $1,542 萬 | 3.12% | −4,598−2.4% | 減碼 |
| Citigroup Inc | 186,325 | $1,579 萬 | 0.02% | +44,373+31.3% | 加碼 |
| Public Sector Pension Investment Board | 188,007 | $1,593 萬 | 0.12% | −1,005,214−84.2% | 減碼 |
| Vontobel Holding Ltd. | 201,317 | $1,698 萬 | 0.16% | −24,315−10.8% | 減碼 |
| United Services Automobile Association | 203,861 | $1,719 萬 | 0.43% | +4,890+2.5% | 加碼 |
| Rempart Asset Management Inc. | 209,828 | $1,776 萬 | 3.95% | −3,170−1.5% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 211,689 | $1,786 萬 | 1.51% | −3,521−1.6% | 減碼 |
| UBS Group AG | 212,203 | $1,790 萬 | 0.01% | +15,366+7.8% | 加碼 |
| Two Sigma Advisers, LP | 213,998 | $1,806 萬 | 0.05% | +117,400+121.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 221,904 | $1,881 萬 | 0.08% | +7,980+3.7% | 加碼 |
| Portland Investment Counsel Inc. | 223,212 | $1,883 萬 | 8.65% | +9,254+4.3% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $1,914 萬 | 0.25% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 230,253 | $1,951 萬 | 0.06% | +15,358+7.1% | 加碼 |
| Susquehanna International Group, LLP | 235,230 | $1,985 萬 | 0.03% | −91,966−28.1% | 減碼 |
| Russell Investments Group, Ltd. | 242,257 | $2,054 萬 | 0.04% | −46,204−16.0% | 減碼 |
| HSBC Holdings PLC | 268,015 | $2,262 萬 | 0.03% | −116,970−30.4% | 減碼 |
| Gluskin Sheff & Assoc Inc | 278,114 | $2,346 萬 | 1.80% | −64,733−18.9% | 減碼 |
| Forsta Ap-Fonden | 282,600 | $2,395 萬 | 0.27% | +16,100+6.0% | 加碼 |
| Waratah Capital Advisors Ltd. | 295,922 | $2,498 萬 | 1.15% | +164,744+125.6% | 加碼 |
| AMF Pensionsforsakring AB | 299,289 | $2,538 萬 | 0.25% | +69,192+30.1% | 加碼 |
| Pictet Asset Management Holding SA | 305,832 | $2,592 萬 | 0.03% | +305,832 | 新進 |
| Northern Trust Corp | 311,341 | $2,627 萬 | 0.01% | +6,166+2.0% | 加碼 |
| Jarislowsky, Fraser Ltd | 323,269 | $2,740 萬 | 0.18% | +3,977+1.2% | 加碼 |
| Aviva PLC | 360,227 | $3,049 萬 | 0.13% | −23,705−6.2% | 減碼 |
| Guardian Capital Advisors LP | 413,988 | $3,430 萬 | 3.84% | +26,955+7.0% | 加碼 |
| Triasima Portfolio Management inc. | 409,136 | $3,467 萬 | 3.18% | +94,788+30.2% | 加碼 |
| State of Tennessee, Treasury Department | 409,666 | $3,472 萬 | 0.14% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 449,057 | $3,789 萬 | 4.50% | −171,799−27.7% | 減碼 |