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 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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 110,345 | $930.9 萬 | 0.01% | +9,000+8.9% | 加碼 |
| Van Eck Associates Corp | 98,869 | $834.4 萬 | 0.02% | +11,486+13.1% | 加碼 |
| American Assets Investment Management, LLC | 96,000 | $810.0 萬 | 0.90% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 93,917 | $795.9 萬 | 0.07% | −66,815−41.6% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 91,887 | $775.3 萬 | 0.05% | −25,616−21.8% | 減碼 |
| Royal London Asset Management Ltd | 89,018 | $751.0 萬 | 0.02% | +22,478+33.8% | 加碼 |
| Investment Management Corp of Ontario | 88,688 | $748.3 萬 | 0.29% | +1,167+1.3% | 加碼 |
| Federated Hermes, Inc. | 88,499 | $746.7 萬 | 0.02% | −2,442−2.7% | 減碼 |
| Ameriprise Financial Inc | 74,105 | $729.7 萬 | 0.00% | +5,823+8.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 84,703 | $714.5 萬 | 0.24% | +1,082+1.3% | 加碼 |
| Utah Retirement Systems | 83,572 | $708.3 萬 | 0.10% | 00.0% | 不變 |
| Raymond James & Associates | 83,083 | $701.0 萬 | 0.01% | −645−0.8% | 減碼 |
| Twin Tree Management, LP | 80,313 | $677.6 萬 | 0.23% | +50,770+171.9% | 加碼 |
| Janus Henderson Group PLC | 79,653 | $675.6 萬 | 0.00% | −45,585−36.4% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 78,611 | $663.4 萬 | 0.35% | +20,648+35.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 72,913 | $615.2 萬 | 0.03% | +40,582+125.5% | 加碼 |
| Voloridge Investment Management, LLC | 69,265 | $584.4 萬 | 0.03% | +69,265 | 新進 |
| Northwest Bancshares, Inc. | 68,659 | $579.3 萬 | 1.11% | +219+0.3% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 66,054 | $559.7 萬 | 2.15% | +7,855+13.5% | 加碼 |
| Marathon Capital Management | 64,874 | $547.3 萬 | 1.38% | −1,726−2.6% | 減碼 |
| K.J. Harrison & Partners Inc | 63,673 | $539.6 萬 | 1.22% | +223+0.4% | 加碼 |
| SIG North Trading, ULC | 62,868 | $530.4 萬 | 2.39% | +62,868 | 新進 |
| M&T Bank Corp | 59,676 | $504.3 萬 | 0.02% | +999+1.7% | 加碼 |
| LPL Financial LLC | 57,865 | $488.2 萬 | 0.00% | +1,000+1.8% | 加碼 |
| Citadel Advisors LLC | 57,136 | $482.1 萬 | 0.01% | +45,613+395.8% | 加碼 |
| Dana Investment Advisors, Inc. | 56,993 | $480.8 萬 | 0.25% | +35+0.1% | 加碼 |
| Romano Brothers and Company | 56,356 | $475.5 萬 | 0.74% | −2,128−3.6% | 減碼 |
| Stifel Financial Corp | 55,252 | $466.2 萬 | 0.01% | −1,185−2.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 52,877 | $446.1 萬 | 0.06% | +52,877 | 新進 |
| Commonwealth Equity Services, LLC | 52,601 | $443.8 萬 | 0.01% | −99−0.2% | 減碼 |
| Rathbone Brothers plc | 51,736 | $438.4 萬 | 0.03% | +21,195+69.4% | 加碼 |
| Alliancebernstein L.P. | 51,581 | $435.2 萬 | 0.00% | +1,585+3.2% | 加碼 |
| Power Corp of Canada | 49,583 | $421.1 萬 | 0.27% | +652+1.3% | 加碼 |
| Ossiam | 46,428 | $393.5 萬 | 0.07% | +10,452+29.1% | 加碼 |
| PCJ Investment Counsel Ltd. | 45,811 | $386.4 萬 | 1.78% | +7,150+18.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 45,279 | $382.0 萬 | 0.01% | +45,279 | 新進 |
| Ensign Peak Advisors, Inc | 44,229 | $375.2 萬 | 0.01% | +1,500+3.5% | 加碼 |
| Hillsdale Investment Management Inc. | 43,847 | $369.6 萬 | 0.34% | +2,630+6.4% | 加碼 |
| Assenagon Asset Management S.A. | 42,785 | $362.6 萬 | 0.01% | +753+1.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 43,938 | $359.9 萬 | 0.08% | +753+1.7% | 加碼 |
| Envestnet Asset Management Inc | 41,457 | $349.8 萬 | 0.00% | +6,071+17.2% | 加碼 |
| Azimuth Capital Investment Management LLC | 40,395 | $340.8 萬 | 0.17% | +425+1.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 37,564 | $317.0 萬 | 0.01% | +800+2.2% | 加碼 |
| Baird Financial Group, Inc. | 36,031 | $304.0 萬 | 0.01% | +647+1.8% | 加碼 |
| Canoe Financial LP | 35,105 | $296.1 萬 | 0.08% | 00.0% | 不變 |
| AE Wealth Management LLC | 33,570 | $283.2 萬 | 0.02% | +15,612+86.9% | 加碼 |
| Advisor Group Holdings, Inc. | 33,453 | $282.4 萬 | 0.00% | +5,260+18.7% | 加碼 |
| Natixis Advisors, L.P. | 33,380 | $281.6 萬 | 0.01% | +1,985+6.3% | 加碼 |
| Metis Global Partners, LLC | 33,249 | $280.5 萬 | 0.14% | +127+0.4% | 加碼 |
| APG Asset Management N.V. | 23,675 | $271.3 萬 | 0.01% | −2,400−9.2% | 減碼 |
| HighTower Advisors, LLC | 31,418 | $265.0 萬 | 0.00% | −40,163−56.1% | 減碼 |
| Harvest Portfolios Group Inc. | 30,906 | $260.7 萬 | 0.12% | +1,236+4.2% | 加碼 |
| Silver Lake Advisory, LLC | 30,866 | $260.4 萬 | 1.61% | −550−1.8% | 減碼 |
| Ostrum Asset Management | 30,436 | $257.9 萬 | 0.24% | −1,393−4.4% | 減碼 |
| Westover Capital Advisors, LLC | 30,168 | $254.5 萬 | 0.92% | −5,301−14.9% | 減碼 |
| Shell Asset Management Co | 29,791 | $252.5 萬 | 0.10% | −325−1.1% | 減碼 |
| Creative Planning | 29,385 | $247.9 萬 | 0.00% | +6,279+27.2% | 加碼 |
| Squarepoint Ops LLC | 27,982 | $236.1 萬 | 0.01% | +11,830+73.2% | 加碼 |
| WoodTrust Financial Corp | 27,145 | $229.0 萬 | 0.44% | −1,010−3.6% | 減碼 |
| Murchinson Ltd. | 25,000 | $210.9 萬 | 0.32% | +25,000 | 新進 |
| Wolverine Trading, LLC | 24,735 | $208.7 萬 | 0.02% | +22,236+889.8% | 加碼 |
| Man Group plc | – | $207.2 萬 | 0.01% | – | – |
| Maryland State Retirement & Pension System | 24,359 | $205.6 萬 | 0.05% | +327+1.4% | 加碼 |
| Mariner, LLC | 23,646 | $199.5 萬 | 0.01% | +1,627+7.4% | 加碼 |
| MML Investors Services, LLC | 23,424 | $197.6 萬 | 0.01% | −1,196−4.9% | 減碼 |
| US Bancorp | 23,370 | $197.2 萬 | 0.00% | +1,881+8.8% | 加碼 |
| Capital Group Private Client Services, Inc. | 23,279 | $196.4 萬 | 0.02% | −10,395−30.9% | 減碼 |
| Resources Management Corp | 22,874 | $193.0 萬 | 0.31% | −60.0% | 減碼 |
| Gries Financial LLC | 21,446 | $180.9 萬 | 0.49% | −140−0.6% | 減碼 |
| Wetherby Asset Management Inc | 20,485 | $172.8 萬 | 0.10% | +1,441+7.6% | 加碼 |
| Private Advisor Group, LLC | 20,332 | $171.5 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 20,034 | $169.0 萬 | 0.03% | −2,592−11.5% | 減碼 |
| Truist Financial Corp | 19,965 | $168.4 萬 | 0.00% | −438−2.1% | 減碼 |
| Cumberland Partners Ltd | 19,903 | $168.4 萬 | 0.16% | −430−2.1% | 減碼 |
| CI Private Wealth, LLC | 18,885 | $159.2 萬 | 0.00% | +7,697+68.8% | 加碼 |
| Employees Provident Fund Board | 18,200 | $154.2 萬 | 0.03% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 17,148 | $144.7 萬 | 0.03% | +1,129+7.0% | 加碼 |
| NorthRock Partners, LLC | 16,685 | $141.4 萬 | 0.15% | −146−0.9% | 減碼 |
| Principal Financial Group Inc | 16,672 | $141.3 萬 | 0.00% | −1,400−7.7% | 減碼 |
| Nexus Investment Management ULC | 16,544 | $140.0 萬 | 0.16% | 00.0% | 不變 |
| Quantinno Capital Management LP | 16,377 | $138.2 萬 | 0.06% | +11,536+238.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 15,796 | $133.3 萬 | 0.00% | −1,242−7.3% | 減碼 |
| Janney Montgomery Scott LLC | 15,579 | $131.4 萬 | 0.00% | −752−4.6% | 減碼 |
| Acadian Asset Management LLC | 15,442 | $130.8 萬 | 0.01% | +15,400+36,666.7% | 加碼 |
| Pinnacle Associates Ltd | 15,000 | $126.6 萬 | 0.02% | +4,900+48.5% | 加碼 |
| Group One Trading, L.P. | 14,709 | $124.1 萬 | 0.05% | +14,709 | 新進 |
| Naples Global Advisors, LLC | 14,570 | $122.9 萬 | 0.15% | −367−2.5% | 減碼 |
| Foster & Motley Inc | 14,562 | $122.9 萬 | 0.10% | −3,561−19.6% | 減碼 |
| Associated Banc-Corp | 13,869 | $117.0 萬 | 0.05% | −4,396−24.1% | 減碼 |
| IFG Advisory, LLC | 13,778 | $116.2 萬 | 0.10% | −204−1.5% | 減碼 |
| Curbstone Financial Management Corp | 13,634 | $115.0 萬 | 0.28% | −400−2.9% | 減碼 |
| Cigna Investments Inc | 13,454 | $114.0 萬 | 0.26% | +172+1.3% | 加碼 |
| Walleye Trading LLC | 13,384 | $112.9 萬 | 0.03% | −18,677−58.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 13,306 | $112.3 萬 | 0.01% | +704+5.6% | 加碼 |
| Unigestion Holding SA | 13,159 | $111.0 萬 | 0.07% | 00.0% | 不變 |
| Victory Capital Management Inc | 12,059 | $101.7 萬 | 0.00% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 11,767 | $99.3 萬 | 0.01% | +180+1.6% | 加碼 |
| Davis-Rea Ltd. | 11,682 | $98.8 萬 | 0.54% | −335−2.8% | 減碼 |
| Advisor Partners II, LLC | 11,674 | $98.5 萬 | 0.04% | +54+0.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 11,285 | $95.2 萬 | 0.00% | −1,728−13.3% | 減碼 |