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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 124,159 | $1,212 萬 | 0.35% | +5,016+4.2% | 加碼 |
| St Germain D J Co Inc | 108,807 | $1,063 萬 | 0.52% | −5,861−5.1% | 減碼 |
| Wellington Management Group LLP | 106,954 | $1,045 萬 | 0.00% | +333+0.3% | 加碼 |
| USS Investment Management Ltd | 106,506 | $1,040 萬 | 0.09% | +1,897+1.8% | 加碼 |
| Renaissance Technologies LLC | 103,400 | $1,010 萬 | 0.02% | +103,400 | 新進 |
| Public Sector Pension Investment Board | 97,465 | $952.5 萬 | 0.07% | −63,671−39.5% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $937.7 萬 | 0.89% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $930.0 萬 | 0.05% | +1,900+2.0% | 加碼 |
| Ameriprise Financial Inc | 81,044 | $925.8 萬 | 0.00% | +9,175+12.8% | 加碼 |
| Utah Retirement Systems | 85,272 | $833.3 萬 | 0.10% | 00.0% | 不變 |
| Federated Hermes, Inc. | 79,050 | $772.2 萬 | 0.02% | −5,287−6.3% | 減碼 |
| Janus Henderson Group PLC | 76,953 | $752.1 萬 | 0.00% | −28,634−27.1% | 減碼 |
| Citadel Advisors LLC | 73,107 | $714.1 萬 | 0.01% | −102,878−58.5% | 減碼 |
| Raymond James & Associates | 73,075 | $713.8 萬 | 0.00% | −11,417−13.5% | 減碼 |
| Capital Fund Management S.A. | 72,288 | $706.1 萬 | 0.09% | +52,641+267.9% | 加碼 |
| Northwest Bancshares, Inc. | 71,320 | $696.7 萬 | 1.10% | −637−0.9% | 減碼 |
| Wells Fargo & Company | 70,067 | $684.4 萬 | 0.00% | −38,532−35.5% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 69,514 | $678.9 萬 | 2.12% | +298+0.4% | 加碼 |
| Envestnet Asset Management Inc | 62,959 | $615.0 萬 | 0.00% | +23,186+58.3% | 加碼 |
| LPL Financial LLC | 61,699 | $602.7 萬 | 0.00% | +3,224+5.5% | 加碼 |
| M&T Bank Corp | 60,360 | $590.6 萬 | 0.02% | +1,092+1.8% | 加碼 |
| Dana Investment Advisors, Inc. | 56,401 | $550.9 萬 | 0.18% | −240−0.4% | 減碼 |
| Commonwealth Equity Services, LLC | 56,036 | $547.4 萬 | 0.01% | +1,208+2.2% | 加碼 |
| Romano Brothers and Company | 53,633 | $523.9 萬 | 0.72% | −1,413−2.6% | 減碼 |
| Alliancebernstein L.P. | 53,492 | $522.5 萬 | 0.00% | +1,617+3.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 53,053 | $518.2 萬 | 0.06% | −508−0.9% | 減碼 |
| Caldwell Investment Management Ltd. | 52,400 | $511.4 萬 | 3.81% | +600+1.2% | 加碼 |
| Ossiam | 52,148 | $509.6 萬 | 0.09% | −8,830−14.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 51,535 | $503.4 萬 | 0.21% | +13,480+35.4% | 加碼 |
| Ensign Peak Advisors, Inc | 48,729 | $488.7 萬 | 0.01% | 00.0% | 不變 |
| Rathbone Brothers plc | 49,413 | $482.9 萬 | 0.03% | −2,510−4.8% | 減碼 |
| Allianz Asset Management GmbH | 46,179 | $451.3 萬 | 0.01% | +517+1.1% | 加碼 |
| NBT Bank N A | 45,436 | $443.8 萬 | 0.32% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 44,128 | $431.1 萬 | 0.08% | −1,848−4.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 43,820 | $428.0 萬 | 0.01% | +557+1.3% | 加碼 |
| Mariner, LLC | 43,716 | $427.0 萬 | 0.01% | +18,297+72.0% | 加碼 |
| Natixis Advisors, L.P. | 41,313 | $403.5 萬 | 0.01% | +3,372+8.9% | 加碼 |
| Intech Investment Management LLC | 40,902 | $399.7 萬 | 0.06% | +40,902 | 新進 |
| Baird Financial Group, Inc. | 36,158 | $353.2 萬 | 0.01% | +528+1.5% | 加碼 |
| Maryland State Retirement & Pension System | 37,503 | $339.8 萬 | 0.07% | +12,935+52.6% | 加碼 |
| SpiderRock Advisors, LLC | 36,117 | $339.2 萬 | 0.11% | +36,117 | 新進 |
| Ninepoint Partners LP | 33,921 | $331.3 萬 | 0.42% | +33,921 | 新進 |
| Keybank National Association | 33,862 | $330.8 萬 | 0.01% | +15,473+84.1% | 加碼 |
| PCJ Investment Counsel Ltd. | 33,131 | $323.6 萬 | 1.07% | −21,380−39.2% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 31,956 | $308.8 萬 | 0.20% | −31,459−49.6% | 減碼 |
| Harvest Portfolios Group Inc. | 30,562 | $298.4 萬 | 0.12% | +57+0.2% | 加碼 |
| Silver Lake Advisory, LLC | 30,536 | $298.3 萬 | 1.33% | −330−1.1% | 減碼 |
| Pinnacle Associates Ltd | 30,200 | $295.0 萬 | 0.05% | +9,700+47.3% | 加碼 |
| Quantbot Technologies LP | 29,543 | $288.6 萬 | 0.16% | +22,463+317.3% | 加碼 |
| Capital Group Private Client Services, Inc. | 29,417 | $287.2 萬 | 0.03% | +8,340+39.6% | 加碼 |
| Creative Planning | 28,988 | $283.2 萬 | 0.00% | +2,743+10.5% | 加碼 |
| Hillsdale Investment Management Inc. | 28,547 | $278.7 萬 | 0.22% | −1,100−3.7% | 減碼 |
| WoodTrust Financial Corp | 27,713 | $270.7 萬 | 0.43% | +568+2.1% | 加碼 |
| HighTower Advisors, LLC | 26,777 | $261.9 萬 | 0.00% | −1,377−4.9% | 減碼 |
| Advisor Group Holdings, Inc. | 26,396 | $258.1 萬 | 0.01% | −1,836−6.5% | 減碼 |
| Metis Global Partners, LLC | 26,397 | $257.7 萬 | 0.09% | −2,876−9.8% | 減碼 |
| United Services Automobile Association | 25,810 | $252.0 萬 | 0.06% | −180,305−87.5% | 減碼 |
| Barometer Capital Management Inc. | 20,389 | $251.4 萬 | 0.65% | +149+0.7% | 加碼 |
| Bessemer Group Inc | 25,180 | $245.9 萬 | 0.00% | +22,894+1,001.5% | 加碼 |
| Anson Funds Management LP | 25,000 | $244.2 萬 | 0.18% | +25,000 | 新進 |
| CI Private Wealth, LLC | 24,360 | $238.0 萬 | 0.00% | −8,243−25.3% | 減碼 |
| Royal London Asset Management Ltd | 24,356 | $237.9 萬 | 0.01% | −65,872−73.0% | 減碼 |
| Principal Financial Group Inc | 24,200 | $236.5 萬 | 0.00% | −1,000−4.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $231.0 萬 | 0.03% | −20,103−45.9% | 減碼 |
| APG Asset Management N.V. | 25,040 | $226.6 萬 | 0.00% | −100−0.4% | 減碼 |
| US Bancorp | 22,797 | $222.7 萬 | 0.00% | +1,003+4.6% | 加碼 |
| Man Group plc | 22,549 | $220.3 萬 | 0.01% | +3,060+15.7% | 加碼 |
| Resources Management Corp | 22,439 | $219.2 萬 | 0.32% | −425−1.9% | 減碼 |
| Gold Investment Management Ltd. | 22,145 | $216.3 萬 | 0.87% | +409+1.9% | 加碼 |
| Gries Financial LLC | 21,042 | $205.5 萬 | 0.34% | −267−1.3% | 減碼 |
| Assenagon Asset Management S.A. | 20,708 | $202.4 萬 | 0.01% | +481+2.4% | 加碼 |
| Private Advisor Group, LLC | 20,419 | $199.5 萬 | 0.01% | +87+0.4% | 加碼 |
| MML Investors Services, LLC | 19,800 | $193.4 萬 | 0.01% | −586−2.9% | 減碼 |
| Wetherby Asset Management Inc | 19,355 | $189.1 萬 | 0.09% | −43−0.2% | 減碼 |
| Umb Bank N A | 19,172 | $187.3 萬 | 0.03% | −1,201−5.9% | 減碼 |
| NorthRock Partners, LLC | 19,141 | $187.0 萬 | 0.07% | +24+0.1% | 加碼 |
| Truist Financial Corp | 18,283 | $178.6 萬 | 0.00% | +1,016+5.9% | 加碼 |
| Employees Provident Fund Board | 18,200 | $177.9 萬 | 0.03% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 17,872 | $174.6 萬 | 0.15% | +17,872 | 新進 |
| Cetera Investment Advisers | 17,171 | $167.7 萬 | 0.00% | +14,076+454.8% | 加碼 |
| Nexus Investment Management ULC | 16,844 | $164.6 萬 | 0.16% | +300+1.8% | 加碼 |
| Barclays PLC | 16,583 | $162.0 萬 | 0.00% | +3,643+28.2% | 加碼 |
| Advisors Asset Management, Inc. | 15,903 | $155.3 萬 | 0.03% | −140−0.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,453 | $150.9 萬 | 0.00% | +272+1.8% | 加碼 |
| Janney Montgomery Scott LLC | 15,022 | $146.7 萬 | 0.00% | +1,005+7.2% | 加碼 |
| Naples Global Advisors, LLC | 14,570 | $142.3 萬 | 0.15% | 00.0% | 不變 |
| Midland Wealth Advisors LLC | 13,992 | $136.7 萬 | 0.08% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 13,873 | $135.5 萬 | 0.01% | −176−1.3% | 減碼 |
| Curbstone Financial Management Corp | 13,834 | $135.1 萬 | 0.29% | +100+0.7% | 加碼 |
| UniSuper Management Pty Ltd | 10,200 | $134.9 萬 | 0.01% | +5,000+96.2% | 加碼 |
| Trexquant Investment LP | 13,472 | $131.6 萬 | 0.03% | +13,472 | 新進 |
| Cigna Investments Inc | 13,396 | $130.9 萬 | 0.25% | −91−0.7% | 減碼 |
| Cumberland Partners Ltd | 13,367 | $130.6 萬 | 0.09% | −12,236−47.8% | 減碼 |
| Associated Banc-Corp | 13,267 | $129.6 萬 | 0.04% | −432−3.2% | 減碼 |
| IFG Advisory, LLC | 13,122 | $128.2 萬 | 0.10% | −649−4.7% | 減碼 |
| Yousif Capital Management, LLC | 12,577 | $122.9 萬 | 0.01% | +60+0.5% | 加碼 |
| Rodgers Brothers Inc. | 12,475 | $121.9 萬 | 0.17% | +1,500+13.7% | 加碼 |
| Sciencast Management LP | 12,453 | $121.6 萬 | 0.74% | +12,453 | 新進 |
| Texas Yale Capital Corp. | 12,338 | $120.5 萬 | 0.05% | +962+8.5% | 加碼 |
| Ritholtz Wealth Management | 12,114 | $118.3 萬 | 0.04% | +3,684+43.7% | 加碼 |