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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2024 年第 1 季 13F 持有人
Bank of Montreal 在 2024/3/31 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
- 492
- 較 2023 年第 4 季 +8 家
- 持有股數
- 3.49 億
- 較 2023 年第 4 季 +712.1 萬 (+2.1%)
- 總市值
- $341.4 億
- 較 2023 年第 4 季 +$2.53 億 (+0.7%)
- 新進機構
- 52
- 另有 179 家加碼
- 清倉機構
- 44
- 另有 148 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 63,706,340 | $62.2 億 | 1.52% | −2,487,368−3.8% | 減碼 |
| Vanguard Group Inc | 28,617,952 | $28.0 億 | 0.06% | +544,767+1.9% | 加碼 |
| Bank of Montreal | 25,807,892 | $24.9 億 | 1.29% | +565,462+2.2% | 加碼 |
| TD Asset Management Inc | 18,932,889 | $18.5 億 | 1.72% | −292,816−1.5% | 減碼 |
| CIBC World Markets Inc. | 15,066,307 | $14.7 億 | 3.78% | +1,438,222+10.6% | 加碼 |
| National Bank of Canada | 14,069,787 | $13.2 億 | 2.29% | +3,874,573+38.0% | 加碼 |
| Mackenzie Financial Corp | 13,143,397 | $12.8 億 | 1.86% | −1,352,192−9.3% | 減碼 |
| Toronto Dominion Bank | 12,775,715 | $12.5 億 | 1.96% | −1,902,470−13.0% | 減碼 |
| Bank of Nova Scotia | 11,562,814 | $11.3 億 | 2.28% | −2,364,877−17.0% | 減碼 |
| FIL Ltd | 9,873,335 | $9.64 億 | 0.96% | +6930.0% | 加碼 |
| CIBC Asset Management Inc | 9,052,109 | $8.84 億 | 3.07% | +177,592+2.0% | 加碼 |
| Norges Bank | 7,362,372 | $7.19 億 | 0.11% | −850,212−10.4% | 減碼 |
| 1832 Asset Management L.P. | 6,848,396 | $6.69 億 | 1.22% | +1,128,281+19.7% | 加碼 |
| Beutel, Goodman & Co Ltd. | 5,694,687 | $5.57 億 | 2.87% | −61,090−1.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,558,955 | $5.43 億 | 1.31% | −29,625−0.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 4,864,624 | $4.75 億 | 0.44% | −679,314−12.3% | 減碼 |
| Goldman Sachs Group Inc | 4,503,324 | $4.40 億 | 0.09% | +1,741,729+63.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,453,044 | $4.35 億 | 1.87% | +473,084+11.9% | 加碼 |
| Legal & General Group Plc | 4,187,204 | $4.09 億 | 0.12% | +4,454+0.1% | 加碼 |
| Jarislowsky, Fraser Ltd | 3,827,130 | $3.74 億 | 2.15% | +3,512,716+1,117.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,606,334 | $3.52 億 | 0.10% | −2,534−0.1% | 減碼 |
| FMR LLC | 3,468,623 | $3.39 億 | 0.02% | +141,977+4.3% | 加碼 |
| Scotia Capital Inc. | 3,408,562 | $3.33 億 | 1.98% | +129,608+4.0% | 加碼 |
| Fiera Capital Corp | 3,334,320 | $3.26 億 | 0.95% | +209,448+6.7% | 加碼 |
| Capital Research Global Investors | 3,146,828 | $3.07 億 | 0.07% | +3,146,828 | 新進 |
| TD Waterhouse Canada Inc. | 2,271,784 | $2.96 億 | 2.22% | +2,271,784 | 新進 |
| JPMorgan Chase & Co | 2,917,993 | $2.85 億 | 0.03% | +124,158+4.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,136,109 | $2.82 億 | 2.04% | +40,618+1.9% | 加碼 |
| Geode Capital Management, LLC | 2,850,142 | $2.80 億 | 0.03% | +84,215+3.0% | 加碼 |
| Guardian Capital LP | 2,632,909 | $2.57 億 | 8.97% | −2,595−0.1% | 減碼 |
| Nuveen Asset Management, LLC | 2,238,475 | $2.19 億 | 0.06% | +148,833+7.1% | 加碼 |
| Bank of America Corp | 2,048,205 | $2.00 億 | 0.02% | −1,569,209−43.4% | 減碼 |
| British Columbia Investment Management Corp | 2,035,244 | $1.99 億 | 1.37% | +282,340+16.1% | 加碼 |
| Letko, Brosseau & Associates Inc | 2,010,348 | $1.96 億 | 3.42% | +2,898+0.1% | 加碼 |
| Canada Pension Plan Investment Board | 1,983,628 | $1.94 億 | 0.20% | +267,119+15.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,709,247 | $1.67 億 | 0.11% | +12,926+0.8% | 加碼 |
| Agf Management Ltd | 1,764,620 | $1.62 億 | 0.90% | +51,093+3.0% | 加碼 |
| Massachusetts Financial Services Co | 1,581,231 | $1.54 億 | 0.05% | +32,838+2.1% | 加碼 |
| Alberta Investment Management Corp | 1,556,199 | $1.52 億 | 1.54% | +100,000+6.9% | 加碼 |
| Morgan Stanley | 1,450,678 | $1.42 億 | 0.01% | +176,860+13.9% | 加碼 |
| Newport Trust Co | 1,396,886 | $1.36 億 | 0.37% | −46,227−3.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,364,384 | $1.33 億 | 0.47% | −909,106−40.0% | 減碼 |
| Cardinal Capital Management, Inc. | 1,233,075 | $1.20 億 | 5.35% | +1,761+0.1% | 加碼 |
| Credit Suisse AG | 1,229,335 | $1.20 億 | 0.12% | −30,746−2.4% | 減碼 |
| Addenda Capital Inc. | 897,240 | $1.19 億 | 4.51% | +48,585+5.7% | 加碼 |
| Clearbridge Investments, LLC | 959,600 | $9,373 萬 | 0.07% | −14,926−1.5% | 減碼 |
| Credential Qtrade Securities Inc. | 950,068 | $9,278 萬 | 4.98% | +145,631+18.1% | 加碼 |
| Invesco Ltd. | 925,689 | $9,042 萬 | 0.02% | +32,143+3.6% | 加碼 |
| Two Sigma Investments, LP | 803,140 | $7,845 萬 | 0.19% | −43,800−5.2% | 減碼 |
| Intact Investment Management Inc. | 785,511 | $7,670 萬 | 3.02% | +59,370+8.2% | 加碼 |
| Deutsche Bank AG | 766,040 | $7,483 萬 | 0.03% | +30,877+4.2% | 加碼 |
| Value Partners Investments Inc. | 759,153 | $7,409 萬 | 6.06% | −15,757−2.0% | 減碼 |
| Bank of New York Mellon Corp | 700,294 | $6,840 萬 | 0.01% | −171,135−19.6% | 減碼 |
| BlackRock Inc. | 622,247 | $6,078 萬 | 0.00% | +25,885+4.3% | 加碼 |
| Capital International Investors | 615,949 | $6,014 萬 | 0.01% | +5,675+0.9% | 加碼 |
| First Trust Advisors LP | 606,720 | $5,926 萬 | 0.06% | −72,719−10.7% | 減碼 |
| Amundi | 628,093 | $5,716 萬 | 0.02% | −119,307−16.0% | 減碼 |
| Korea Investment CORP | 522,268 | $5,104 萬 | 0.13% | −58,870−10.1% | 減碼 |
| Triasima Portfolio Management inc. | 469,700 | $4,586 萬 | 3.85% | −16,721−3.4% | 減碼 |
| Bank of Nova Scotia Trust Co | 467,380 | $4,565 萬 | 4.91% | +3,588+0.8% | 加碼 |
| State of Tennessee, Treasury Department | 409,666 | $4,004 萬 | 0.15% | 00.0% | 不變 |
| Jane Street Group, LLC | 404,051 | $3,947 萬 | 0.05% | +208,945+107.1% | 加碼 |
| Great West Life Assurance Co | 390,695 | $3,821 萬 | 0.08% | −21,661−5.3% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 385,939 | $3,770 萬 | 0.88% | −57,900−13.0% | 減碼 |
| Guardian Capital Advisors LP | 404,195 | $3,727 萬 | 4.02% | −7,081−1.7% | 減碼 |
| Franklin Resources Inc | 322,554 | $3,151 萬 | 0.01% | +5,033+1.6% | 加碼 |
| Pictet Asset Management Holding SA | 306,861 | $3,011 萬 | 0.03% | −6,201−2.0% | 減碼 |
| Northern Trust Corp | 307,914 | $3,008 萬 | 0.01% | −1,574−0.5% | 減碼 |
| HSBC Holdings PLC | 306,830 | $2,996 萬 | 0.02% | +30,215+10.9% | 加碼 |
| AMF Pensionsforsakring AB | 299,289 | $2,931 萬 | 0.22% | 00.0% | 不變 |
| Aviva PLC | 288,587 | $2,820 萬 | 0.09% | +1,319+0.5% | 加碼 |
| Waratah Capital Advisors Ltd. | 269,269 | $2,630 萬 | 1.35% | +56,038+26.3% | 加碼 |
| UBS Group AG | 265,888 | $2,597 萬 | 0.01% | −7,595−2.8% | 減碼 |
| Cidel Asset Management Inc | 261,505 | $2,556 萬 | 1.94% | −478,132−64.6% | 減碼 |
| Varma Mutual Pension Insurance Co | 238,400 | $2,330 萬 | 0.20% | +238,400 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 231,354 | $2,261 萬 | 0.08% | +4,613+2.0% | 加碼 |
| Rempart Asset Management Inc. | 222,893 | $2,178 萬 | 4.18% | +6,985+3.2% | 加碼 |
| Two Sigma Advisers, LP | 222,798 | $2,176 萬 | 0.05% | −43,300−16.3% | 減碼 |
| Omers Administration Corp | 219,955 | $2,150 萬 | 0.25% | 00.0% | 不變 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 207,177 | $2,024 萬 | 1.50% | −429−0.2% | 減碼 |
| Dorchester Wealth Management Co | 183,672 | $1,785 萬 | 3.21% | −3,078−1.6% | 減碼 |
| Russell Investments Group, Ltd. | 180,246 | $1,758 萬 | 0.03% | −47,448−20.8% | 減碼 |
| Pinnacle Financial Partners Inc | 176,135 | $1,720 萬 | 0.37% | +6,186+3.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 170,200 | $1,663 萬 | 0.12% | +170,200 | 新進 |
| Genus Capital Management Inc. | 169,616 | $1,658 萬 | 2.15% | +169,616 | 新進 |
| Capital International Inc | 165,819 | $1,619 萬 | 0.22% | +44,757+37.0% | 加碼 |
| Forsta Ap-Fonden | 160,500 | $1,569 萬 | 0.13% | −86,200−34.9% | 減碼 |
| Burgundy Asset Management Ltd. | 160,000 | $1,562 萬 | 0.16% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 155,510 | $1,518 萬 | 2.35% | +73,781+90.3% | 加碼 |
| Citigroup Inc | 148,901 | $1,455 萬 | 0.02% | −23,202−13.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 146,583 | $1,432 萬 | 0.16% | +2,919+2.0% | 加碼 |
| Gluskin Sheff & Assoc Inc | 146,581 | $1,431 萬 | 1.43% | −18,700−11.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 144,907 | $1,391 萬 | 0.03% | −16,128−10.0% | 減碼 |
| Neuberger Berman Group LLC | 141,598 | $1,384 萬 | 0.01% | −18,306−11.4% | 減碼 |
| Vontobel Holding Ltd. | 133,124 | $1,300 萬 | 0.10% | −5,797−4.2% | 減碼 |
| American Century Companies Inc | 133,157 | $1,300 萬 | 0.01% | +11,803+9.7% | 加碼 |
| Voloridge Investment Management, LLC | 132,190 | $1,291 萬 | 0.05% | −4,405−3.2% | 減碼 |
| Van Eck Associates Corp | 128,969 | $1,260 萬 | 0.02% | +20,599+19.0% | 加碼 |
| Stifel Financial Corp | 128,888 | $1,259 萬 | 0.01% | +75,109+139.7% | 加碼 |
| Investment Management Corp of Ontario | 125,531 | $1,226 萬 | 0.36% | −27,157−17.8% | 減碼 |