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 4 季 13F 持有人
Bank of Montreal 在 2023/12/31 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
- 489
- 較 2023 年第 3 季 +37 家
- 持有股數
- 3.42 億
- 較 2023 年第 3 季 +668.0 萬 (+2.0%)
- 總市值
- $338.8 億
- 較 2023 年第 3 季 +$55.6 億 (+19.6%)
- 新進機構
- 77
- 另有 148 家加碼
- 清倉機構
- 40
- 另有 172 家減碼
另有 6 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 66,193,708 | $65.5 億 | 1.62% | −1,162,908−1.7% | 減碼 |
| Vanguard Group Inc | 28,073,185 | $27.8 億 | 0.06% | +881,992+3.2% | 加碼 |
| Bank of Montreal | 25,242,430 | $25.2 億 | 1.36% | −1,466,606−5.5% | 減碼 |
| TD Asset Management Inc | 19,225,705 | $19.1 億 | 1.88% | +3,187,998+19.9% | 加碼 |
| Toronto Dominion Bank | 14,678,185 | $14.5 億 | 2.11% | +635,592+4.5% | 加碼 |
| Mackenzie Financial Corp | 14,495,589 | $14.4 億 | 2.16% | +738,579+5.4% | 加碼 |
| Bank of Nova Scotia | 13,927,691 | $13.8 億 | 2.59% | −856,277−5.8% | 減碼 |
| CIBC World Markets Inc. | 13,628,085 | $13.5 億 | 3.82% | −372,417−2.7% | 減碼 |
| National Bank of Canada | 10,195,214 | $9.98 億 | 1.81% | −1,289,362−11.2% | 減碼 |
| FIL Ltd | 9,872,642 | $9.77 億 | 1.03% | +5,729,145+138.3% | 加碼 |
| CIBC Asset Management Inc | 8,874,517 | $8.81 億 | 3.30% | +548,284+6.6% | 加碼 |
| Norges Bank | 8,212,584 | $8.13 億 | 0.14% | +746,874+10.0% | 加碼 |
| Beutel, Goodman & Co Ltd. | 5,755,777 | $5.72 億 | 3.04% | +690,341+13.6% | 加碼 |
| 1832 Asset Management L.P. | 5,720,115 | $5.66 億 | 1.07% | −3,467,618−37.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,588,580 | $5.56 億 | 1.41% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 5,543,938 | $5.49 億 | 0.33% | +406,108+7.9% | 加碼 |
| Legal & General Group Plc | 4,182,750 | $4.16 億 | 0.13% | −41,561−1.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,979,960 | $3.94 億 | 1.84% | +527,935+15.3% | 加碼 |
| Bank of America Corp | 3,617,414 | $3.58 億 | 0.04% | +1,797,102+98.7% | 加碼 |
| Dimensional Fund Advisors LP | 3,608,868 | $3.57 億 | 0.10% | +28,547+0.8% | 加碼 |
| FMR LLC | 3,326,646 | $3.29 億 | 0.03% | +29,517+0.9% | 加碼 |
| Scotia Capital Inc. | 3,278,954 | $3.24 億 | 2.09% | +98,140+3.1% | 加碼 |
| Fiera Capital Corp | 3,124,872 | $3.09 億 | 0.95% | +8,011+0.3% | 加碼 |
| JPMorgan Chase & Co | 2,793,835 | $2.76 億 | 0.03% | −117,722−4.0% | 減碼 |
| Geode Capital Management, LLC | 2,765,927 | $2.75 億 | 0.03% | +138,454+5.3% | 加碼 |
| Goldman Sachs Group Inc | 2,761,595 | $2.73 億 | 0.06% | +683,022+32.9% | 加碼 |
| Guardian Capital LP | 2,635,504 | $2.62 億 | 9.40% | +41,547+1.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,273,490 | $2.25 億 | 0.79% | −860,448−27.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,095,491 | $2.12 億 | 1.99% | +75,314+3.7% | 加碼 |
| Nuveen Asset Management, LLC | 2,089,642 | $2.08 億 | 0.07% | +2,089,642 | 新進 |
| Letko, Brosseau & Associates Inc | 2,007,450 | $2.00 億 | 3.64% | −12,180−0.6% | 減碼 |
| Agf Management Ltd | 1,713,527 | $1.79 億 | 1.05% | +410,428+31.5% | 加碼 |
| British Columbia Investment Management Corp | 1,752,904 | $1.73 億 | 1.42% | −634,086−26.6% | 減碼 |
| Canada Pension Plan Investment Board | 1,716,509 | $1.71 億 | 0.22% | −4550.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,696,321 | $1.70 億 | 0.13% | +1,983+0.1% | 加碼 |
| Massachusetts Financial Services Co | 1,548,393 | $1.53 億 | 0.05% | +42,027+2.8% | 加碼 |
| Alberta Investment Management Corp | 1,456,199 | $1.45 億 | 1.36% | +86,940+6.3% | 加碼 |
| Newport Trust Co | 1,443,113 | $1.43 億 | 0.38% | −20,260−1.4% | 減碼 |
| Morgan Stanley | 1,273,818 | $1.26 億 | 0.01% | −481,143−27.4% | 減碼 |
| Credit Suisse AG | 1,260,081 | $1.25 億 | 0.12% | −87,604−6.5% | 減碼 |
| Cardinal Capital Management, Inc. | 1,231,314 | $1.22 億 | 5.79% | −25,477−2.0% | 減碼 |
| Addenda Capital Inc. | 848,655 | $1.11 億 | 4.35% | +104,490+14.0% | 加碼 |
| Clearbridge Investments, LLC | 974,526 | $9,530 萬 | 0.08% | +974,526 | 新進 |
| Invesco Ltd. | 893,546 | $8,841 萬 | 0.02% | −39,637−4.2% | 減碼 |
| Bank of New York Mellon Corp | 871,429 | $8,622 萬 | 0.02% | −26,162−2.9% | 減碼 |
| Two Sigma Investments, LP | 846,940 | $8,380 萬 | 0.20% | +270,000+46.8% | 加碼 |
| Credential Qtrade Securities Inc. | 804,437 | $7,961 萬 | 4.75% | +3,529+0.4% | 加碼 |
| Value Partners Investments Inc. | 774,910 | $7,682 萬 | 6.14% | +2,616+0.3% | 加碼 |
| Cidel Asset Management Inc | 739,637 | $7,354 萬 | 3.15% | −14,177−1.9% | 減碼 |
| Deutsche Bank AG | 735,163 | $7,274 萬 | 0.04% | +17,797+2.5% | 加碼 |
| Amundi | 747,400 | $7,242 萬 | 0.03% | +163,831+28.1% | 加碼 |
| Intact Investment Management Inc. | 726,141 | $7,185 萬 | 2.91% | +82,900+12.9% | 加碼 |
| First Trust Advisors LP | 679,439 | $6,722 萬 | 0.07% | −126,198−15.7% | 減碼 |
| Capital International Investors | 610,274 | $6,038 萬 | 0.01% | −7,668−1.2% | 減碼 |
| BlackRock Inc. | 596,362 | $5,900 萬 | 0.00% | −12,035−2.0% | 減碼 |
| Korea Investment CORP | 581,138 | $5,840 萬 | 0.15% | +87,734+17.8% | 加碼 |
| Triasima Portfolio Management inc. | 486,421 | $4,822 萬 | 3.98% | +77,285+18.9% | 加碼 |
| Bank of Nova Scotia Trust Co | 463,792 | $4,589 萬 | 5.15% | +14,735+3.3% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 443,839 | $4,391 萬 | 0.78% | +443,839 | 新進 |
| Guardian Capital Advisors LP | 411,276 | $4,105 萬 | 4.28% | −2,712−0.7% | 減碼 |
| Great West Life Assurance Co | 412,356 | $4,074 萬 | 0.09% | −72,290−14.9% | 減碼 |
| State of Tennessee, Treasury Department | 409,666 | $4,073 萬 | 0.16% | 00.0% | 不變 |
| Franklin Resources Inc | 317,521 | $3,142 萬 | 0.01% | −815,325−72.0% | 減碼 |
| Jarislowsky, Fraser Ltd | 314,414 | $3,126 萬 | 0.18% | −8,855−2.7% | 減碼 |
| Pictet Asset Management Holding SA | 313,062 | $3,113 萬 | 0.03% | +7,230+2.4% | 加碼 |
| Northern Trust Corp | 309,488 | $3,062 萬 | 0.01% | −1,853−0.6% | 減碼 |
| AMF Pensionsforsakring AB | 299,289 | $3,012 萬 | 0.26% | 00.0% | 不變 |
| Aviva PLC | 287,268 | $2,852 萬 | 0.10% | −72,959−20.3% | 減碼 |
| HSBC Holdings PLC | 276,615 | $2,737 萬 | 0.03% | +8,600+3.2% | 加碼 |
| UBS Group AG | 273,483 | $2,706 萬 | 0.01% | +61,280+28.9% | 加碼 |
| Two Sigma Advisers, LP | 266,098 | $2,633 萬 | 0.06% | +52,100+24.3% | 加碼 |
| Forsta Ap-Fonden | 246,700 | $2,453 萬 | 0.25% | −35,900−12.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 231,815 | $2,305 萬 | 0.16% | +137,898+146.8% | 加碼 |
| Russell Investments Group, Ltd. | 227,694 | $2,263 萬 | 0.04% | −14,563−6.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 226,741 | $2,255 萬 | 0.09% | +4,837+2.2% | 加碼 |
| Omers Administration Corp | 219,955 | $2,187 萬 | 0.28% | −2,394,385−91.6% | 減碼 |
| Rempart Asset Management Inc. | 215,908 | $2,143 萬 | 4.43% | +6,080+2.9% | 加碼 |
| Waratah Capital Advisors Ltd. | 213,231 | $2,110 萬 | 1.20% | −82,691−27.9% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 207,606 | $2,054 萬 | 1.55% | −4,083−1.9% | 減碼 |
| United Services Automobile Association | 206,115 | $2,042 萬 | 0.45% | +2,254+1.1% | 加碼 |
| Twin Tree Management, LP | 204,569 | $2,024 萬 | 0.37% | +124,256+154.7% | 加碼 |
| Jane Street Group, LLC | 195,106 | $1,930 萬 | 0.02% | +63,169+47.9% | 加碼 |
| Dorchester Wealth Management Co | 186,750 | $1,839 萬 | 3.40% | +3,489+1.9% | 加碼 |
| Citadel Advisors LLC | 175,985 | $1,741 萬 | 0.02% | +118,849+208.0% | 加碼 |
| Citigroup Inc | 172,103 | $1,711 萬 | 0.02% | −14,222−7.6% | 減碼 |
| Pinnacle Financial Partners Inc | 169,949 | $1,681 萬 | 0.40% | −1,768−1.0% | 減碼 |
| Gluskin Sheff & Assoc Inc | 165,281 | $1,635 萬 | 1.61% | −112,833−40.6% | 減碼 |
| Public Sector Pension Investment Board | 161,136 | $1,602 萬 | 0.12% | −26,871−14.3% | 減碼 |
| Neuberger Berman Group LLC | 159,904 | $1,590 萬 | 0.01% | +1,296+0.8% | 加碼 |
| Burgundy Asset Management Ltd. | 160,000 | $1,586 萬 | 0.18% | +10,000+6.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 161,035 | $1,582 萬 | 0.03% | −16,959−9.5% | 減碼 |
| Investment Management Corp of Ontario | 152,688 | $1,511 萬 | 0.37% | +64,000+72.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 143,664 | $1,422 萬 | 0.19% | +3,343+2.4% | 加碼 |
| Vontobel Holding Ltd. | 138,921 | $1,375 萬 | 0.12% | −62,396−31.0% | 減碼 |
| Portland Investment Counsel Inc. | 136,997 | $1,356 萬 | 4.85% | −86,215−38.6% | 減碼 |
| Voloridge Investment Management, LLC | 136,595 | $1,351 萬 | 0.05% | +67,330+97.2% | 加碼 |
| American Century Companies Inc | 121,354 | $1,201 萬 | 0.01% | +11,009+10.0% | 加碼 |
| Capital International Inc | 121,062 | $1,198 萬 | 0.19% | −581−0.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 119,143 | $1,179 萬 | 0.36% | +34,440+40.7% | 加碼 |
| St Germain D J Co Inc | 114,668 | $1,135 萬 | 0.59% | −8,955−7.2% | 減碼 |