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
2024 年第 2 季 13F 持有人
Bank of Montreal 在 2024/6/30 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
- 477
- 較 2024 年第 1 季 −10 家
- 持有股數
- 3.52 億
- 較 2024 年第 1 季 +551.4 萬 (+1.6%)
- 總市值
- $295.2 億
- 較 2024 年第 1 季 −$44.0 億 (−13.0%)
- 新進機構
- 53
- 另有 157 家加碼
- 清倉機構
- 63
- 另有 172 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 57,771,994 | $48.4 億 | 1.17% | −5,934,346−9.3% | 減碼 |
| Vanguard Group Inc | 29,323,881 | $24.6 億 | 0.05% | +705,929+2.5% | 加碼 |
| Bank of Montreal | 27,335,619 | $23.2 億 | 1.17% | +1,527,727+5.9% | 加碼 |
| TD Asset Management Inc | 18,712,589 | $15.7 億 | 1.46% | −220,300−1.2% | 減碼 |
| CIBC World Markets Inc. | 17,434,305 | $14.6 億 | 3.63% | +2,367,998+15.7% | 加碼 |
| National Bank of Canada | 14,761,836 | $12.3 億 | 1.94% | +692,049+4.9% | 加碼 |
| Bank of Nova Scotia | 12,114,641 | $10.2 億 | 1.99% | +551,827+4.8% | 加碼 |
| Mackenzie Financial Corp | 11,415,977 | $9.58 億 | 1.42% | −1,727,420−13.1% | 減碼 |
| Toronto Dominion Bank | 10,277,845 | $8.62 億 | 1.38% | −2,497,870−19.6% | 減碼 |
| FIL Ltd | 9,550,708 | $8.02 億 | 0.79% | −322,627−3.3% | 減碼 |
| Norges Bank | 8,635,939 | $7.25 億 | 0.11% | +1,273,567+17.3% | 加碼 |
| CIBC Asset Management Inc | 8,160,044 | $6.84 億 | 2.44% | −892,065−9.9% | 減碼 |
| 1832 Asset Management L.P. | 7,312,320 | $6.13 億 | 1.11% | +463,924+6.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,999,840 | $5.06 億 | 2.72% | +3,863,731+180.9% | 加碼 |
| Beutel, Goodman & Co Ltd. | 5,648,643 | $4.74 億 | 2.52% | −46,044−0.8% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $4.55 億 | 1.10% | −139,388−2.5% | 減碼 |
| Jarislowsky, Fraser Ltd | 5,239,662 | $4.40 億 | 2.67% | +1,412,532+36.9% | 加碼 |
| British Columbia Investment Management Corp | 4,851,629 | $4.07 億 | 2.46% | +2,816,385+138.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 4,678,400 | $3.92 億 | 0.37% | −186,224−3.8% | 減碼 |
| FMR LLC | 4,420,924 | $3.71 億 | 0.02% | +952,301+27.5% | 加碼 |
| Bank of America Corp | 4,406,138 | $3.69 億 | 0.04% | +2,357,933+115.1% | 加碼 |
| Legal & General Group Plc | 4,096,221 | $3.44 億 | 0.10% | −90,983−2.2% | 減碼 |
| Dimensional Fund Advisors LP | 3,519,277 | $2.95 億 | 0.08% | −87,057−2.4% | 減碼 |
| Scotia Capital Inc. | 3,419,582 | $2.86 億 | 1.68% | +11,020+0.3% | 加碼 |
| Fiera Capital Corp | 3,403,431 | $2.86 億 | 0.89% | +69,111+2.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,266,394 | $2.74 億 | 1.15% | −1,186,650−26.6% | 減碼 |
| JPMorgan Chase & Co | 3,183,213 | $2.67 億 | 0.02% | +265,220+9.1% | 加碼 |
| Geode Capital Management, LLC | 3,014,383 | $2.55 億 | 0.02% | +164,241+5.8% | 加碼 |
| Goldman Sachs Group Inc | 2,878,674 | $2.41 億 | 0.05% | −1,624,650−36.1% | 減碼 |
| Guardian Capital LP | 2,565,324 | $2.15 億 | 8.12% | −67,585−2.6% | 減碼 |
| Canada Pension Plan Investment Board | 2,562,628 | $2.15 億 | 0.21% | +579,000+29.2% | 加碼 |
| TD Waterhouse Canada Inc. | 2,315,938 | $1.95 億 | 1.75% | +44,154+1.9% | 加碼 |
| Alberta Investment Management Corp | 2,074,879 | $1.74 億 | 1.84% | +518,680+33.3% | 加碼 |
| Letko, Brosseau & Associates Inc | 1,944,266 | $1.63 億 | 3.09% | −66,082−3.3% | 減碼 |
| Agf Management Ltd | 1,799,287 | $1.59 億 | 0.88% | +34,667+2.0% | 加碼 |
| Morgan Stanley | 1,787,554 | $1.50 億 | 0.01% | +336,876+23.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,745,422 | $1.46 億 | 0.03% | +1,745,422 | 新進 |
| Massachusetts Financial Services Co | 1,629,370 | $1.37 億 | 0.04% | +48,139+3.0% | 加碼 |
| Nuveen Asset Management, LLC | 1,581,195 | $1.33 億 | 0.04% | −657,280−29.4% | 減碼 |
| Newport Trust Co | 1,411,695 | $1.18 億 | 0.30% | +14,809+1.1% | 加碼 |
| Cardinal Capital Management, Inc. | 1,238,472 | $1.04 億 | 3.99% | +5,397+0.4% | 加碼 |
| Addenda Capital Inc. | 861,287 | $9,890 萬 | 3.88% | −35,953−4.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,175,163 | $9,865 萬 | 0.29% | −189,221−13.9% | 減碼 |
| UBS Asset Management Americas Inc | 1,081,457 | $9,068 萬 | 0.03% | +1,081,457 | 新進 |
| Clearbridge Investments, LLC | 1,020,683 | $8,559 萬 | 0.07% | +61,083+6.4% | 加碼 |
| Invesco Ltd. | 1,001,257 | $8,396 萬 | 0.02% | +75,568+8.2% | 加碼 |
| Aviso Financial Inc. | 986,956 | $8,257 萬 | 4.60% | +986,956 | 新進 |
| Two Sigma Investments, LP | 962,231 | $8,068 萬 | 0.19% | +159,091+19.8% | 加碼 |
| Deutsche Bank AG | 831,824 | $6,975 萬 | 0.03% | +65,784+8.6% | 加碼 |
| Value Partners Investments Inc. | 758,157 | $6,361 萬 | 5.52% | −996−0.1% | 減碼 |
| Capital Research Global Investors | 747,581 | $6,275 萬 | 0.01% | −2,399,247−76.2% | 減碼 |
| Bank of New York Mellon Corp | 686,725 | $5,758 萬 | 0.01% | −13,569−1.9% | 減碼 |
| MUFG Securities EMEA plc | 474,999 | $5,454 萬 | 2.43% | +474,999 | 新進 |
| Capital International Investors | 618,842 | $5,194 萬 | 0.01% | +2,893+0.5% | 加碼 |
| Amundi | 602,882 | $5,123 萬 | 0.02% | −25,211−4.0% | 減碼 |
| BlackRock Inc. | 598,593 | $5,019 萬 | 0.00% | −23,654−3.8% | 減碼 |
| First Trust Advisors LP | 545,814 | $4,577 萬 | 0.05% | −60,906−10.0% | 減碼 |
| Great West Life Assurance Co | 468,991 | $3,930 萬 | 0.07% | +78,296+20.0% | 加碼 |
| Bank of Nova Scotia Trust Co | 467,930 | $3,924 萬 | 4.38% | +550+0.1% | 加碼 |
| Korea Investment CORP | 435,190 | $3,652 萬 | 0.09% | −87,078−16.7% | 減碼 |
| State of Tennessee, Treasury Department | 413,619 | $3,471 萬 | 0.13% | +3,953+1.0% | 加碼 |
| Voloridge Investment Management, LLC | 410,308 | $3,440 萬 | 0.13% | +278,118+210.4% | 加碼 |
| MUFG Securities (Canada), Ltd. | 385,993 | $3,240 萬 | 2.14% | +385,616+102,285.4% | 加碼 |
| Guardian Capital Advisors LP | 365,108 | $3,098 萬 | 3.30% | −39,087−9.7% | 減碼 |
| Citadel Advisors LLC | 350,572 | $2,940 萬 | 0.03% | +277,465+379.5% | 加碼 |
| Intact Investment Management Inc. | 340,111 | $2,854 萬 | 1.07% | −445,400−56.7% | 減碼 |
| Aviva PLC | 335,456 | $2,815 萬 | 0.08% | +46,869+16.2% | 加碼 |
| Franklin Resources Inc | 320,689 | $2,692 萬 | 0.01% | −1,865−0.6% | 減碼 |
| Jane Street Group, LLC | 319,981 | $2,683 萬 | 0.03% | −84,070−20.8% | 減碼 |
| Pictet Asset Management Holding SA | 314,383 | $2,679 萬 | 0.03% | +7,522+2.5% | 加碼 |
| Northern Trust Corp | 311,203 | $2,609 萬 | 0.00% | +3,289+1.1% | 加碼 |
| UBS Group AG | 280,214 | $2,350 萬 | 0.01% | +14,326+5.4% | 加碼 |
| Two Sigma Advisers, LP | 273,398 | $2,292 萬 | 0.05% | +50,600+22.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 264,432 | $2,219 萬 | 0.07% | +33,078+14.3% | 加碼 |
| Cidel Asset Management Inc | 252,895 | $2,122 萬 | 1.64% | −8,610−3.3% | 減碼 |
| Rempart Asset Management Inc. | 223,993 | $1,879 萬 | 3.70% | +1,100+0.5% | 加碼 |
| Omers Administration Corp | 219,955 | $1,846 萬 | 0.18% | 00.0% | 不變 |
| Susquehanna Portfolio Strategies, LLC | 213,343 | $1,789 萬 | 0.74% | −172,596−44.7% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 205,577 | $1,726 萬 | 1.32% | −1,600−0.8% | 減碼 |
| Pinnacle Financial Partners Inc | 177,114 | $1,485 萬 | 0.32% | +979+0.6% | 加碼 |
| Russell Investments Group, Ltd. | 175,769 | $1,473 萬 | 0.02% | −4,477−2.5% | 減碼 |
| Dorchester Wealth Management Co | 176,332 | $1,472 萬 | 2.84% | −7,340−4.0% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 166,500 | $1,397 萬 | 0.10% | −3,700−2.2% | 減碼 |
| American Century Companies Inc | 164,531 | $1,381 萬 | 0.01% | +31,374+23.6% | 加碼 |
| Capital International Inc | 161,857 | $1,359 萬 | 0.18% | −3,962−2.4% | 減碼 |
| Burgundy Asset Management Ltd. | 160,000 | $1,342 萬 | 0.14% | 00.0% | 不變 |
| Van Eck Associates Corp | 154,641 | $1,298 萬 | 0.02% | +25,672+19.9% | 加碼 |
| Citigroup Inc | 154,356 | $1,295 萬 | 0.01% | +5,455+3.7% | 加碼 |
| Forsta Ap-Fonden | 151,300 | $1,270 萬 | 0.11% | −9,200−5.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 152,263 | $1,264 萬 | 0.02% | +7,356+5.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 144,632 | $1,214 萬 | 0.13% | −1,951−1.3% | 減碼 |
| Stifel Financial Corp | 142,736 | $1,197 萬 | 0.01% | +13,848+10.7% | 加碼 |
| Neuberger Berman Group LLC | 133,430 | $1,120 萬 | 0.01% | −8,168−5.8% | 減碼 |
| Vontobel Holding Ltd. | 133,124 | $1,118 萬 | 0.04% | 00.0% | 不變 |
| Waratah Capital Advisors Ltd. | 129,662 | $1,088 萬 | 0.66% | −139,607−51.8% | 減碼 |
| SIG North Trading, ULC | 127,817 | $1,072 萬 | 2.78% | +127,817 | 新進 |
| Investment Management Corp of Ontario | 127,187 | $1,066 萬 | 0.29% | +1,656+1.3% | 加碼 |
| K.J. Harrison & Partners Inc | 119,413 | $1,002 萬 | 1.65% | −36,097−23.2% | 減碼 |
| AMF Pensionsforsakring AB | 114,887 | $972.2 萬 | 0.07% | −184,402−61.6% | 減碼 |
| AXA S.A. | 113,992 | $955.8 萬 | 0.03% | +106,632+1,448.8% | 加碼 |