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 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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 17,786 | $149.0 萬 | 0.00% | +17,744+42,247.6% | 加碼 |
| Wetherby Asset Management Inc | 17,864 | $149.8 萬 | 0.07% | −1,491−7.7% | 減碼 |
| NorthRock Partners, LLC | 17,956 | $150.6 萬 | 0.06% | −1,185−6.2% | 減碼 |
| Employees Provident Fund Board | 18,200 | $152.7 萬 | 0.02% | 00.0% | 不變 |
| Credit Agricole S A | 18,596 | $155.9 萬 | 0.01% | +13,605+272.6% | 加碼 |
| Cetera Investment Advisers | 19,140 | $160.5 萬 | 0.00% | +1,969+11.5% | 加碼 |
| Hillsdale Investment Management Inc. | 19,307 | $162.1 萬 | 0.13% | −9,240−32.4% | 減碼 |
| Private Advisor Group, LLC | 20,432 | $171.3 萬 | 0.01% | +13+0.1% | 加碼 |
| Resources Management Corp | 20,459 | $171.5 萬 | 0.25% | −1,980−8.8% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 20,494 | $172.0 萬 | 0.08% | −11,462−35.9% | 減碼 |
| Gold Investment Management Ltd. | 20,637 | $173.2 萬 | 0.73% | −1,508−6.8% | 減碼 |
| Gries Financial LLC | 20,681 | $173.4 萬 | 0.36% | −361−1.7% | 減碼 |
| Assenagon Asset Management S.A. | 20,965 | $175.9 萬 | 0.00% | +257+1.2% | 加碼 |
| PCJ Investment Counsel Ltd. | 21,500 | $180.5 萬 | 0.75% | −11,631−35.1% | 減碼 |
| HighTower Advisors, LLC | 21,505 | $180.5 萬 | 0.00% | −5,272−19.7% | 減碼 |
| Advisor Group Holdings, Inc. | 22,906 | $192.3 萬 | 0.00% | −3,490−13.2% | 減碼 |
| Principal Financial Group Inc | 23,000 | $193.0 萬 | 0.00% | −1,200−5.0% | 減碼 |
| US Bancorp | 23,058 | $193.3 萬 | 0.00% | +261+1.1% | 加碼 |
| CI Private Wealth, LLC | 23,260 | $195.0 萬 | 0.00% | −1,100−4.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $198.6 萬 | 0.02% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 17,500 | $201.0 萬 | 0.02% | +7,300+71.6% | 加碼 |
| Bessemer Group Inc | 24,686 | $207.0 萬 | 0.00% | −494−2.0% | 減碼 |
| Metis Global Partners, LLC | 27,040 | $227.0 萬 | 0.08% | +643+2.4% | 加碼 |
| United Services Automobile Association | 27,325 | $229.4 萬 | 0.06% | +1,515+5.9% | 加碼 |
| WoodTrust Financial Corp | 27,713 | $232.4 萬 | 0.36% | 00.0% | 不變 |
| Simplex Trading, LLC | 28,285 | $237.1 萬 | 0.08% | +22,163+362.0% | 加碼 |
| Squarepoint Ops LLC | 28,567 | $239.5 萬 | 0.01% | +23,026+415.6% | 加碼 |
| Natixis Advisors, L.P. | 28,813 | $241.6 萬 | 0.01% | −12,500−30.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 29,215 | $245.2 萬 | 0.02% | −202−0.7% | 減碼 |
| Creative Planning | 29,313 | $245.8 萬 | 0.00% | +325+1.1% | 加碼 |
| Silver Lake Advisory, LLC | 30,493 | $255.7 萬 | 1.15% | −43−0.1% | 減碼 |
| Harvest Portfolios Group Inc. | 31,258 | $262.4 萬 | 0.10% | +696+2.3% | 加碼 |
| Pinnacle Associates Ltd | 33,600 | $281.7 萬 | 0.04% | +3,400+11.3% | 加碼 |
| Ninepoint Partners LP | 33,921 | $284.4 萬 | 0.31% | 00.0% | 不變 |
| SpiderRock Advisors, LLC | 36,117 | $302.8 萬 | 0.08% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 37,243 | $312.3 萬 | 0.01% | +1,085+3.0% | 加碼 |
| Qube Research & Technologies Ltd | 40,027 | $335.6 萬 | 0.01% | +40,027 | 新進 |
| Arrowstreet Capital, Limited Partnership | 40,790 | $342.0 萬 | 0.00% | +40,790 | 新進 |
| Crossmark Global Holdings, Inc. | 41,658 | $349.3 萬 | 0.07% | −2,470−5.6% | 減碼 |
| Maryland State Retirement & Pension System | 42,328 | $355.3 萬 | 0.07% | +4,825+12.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 44,708 | $374.9 萬 | 0.01% | +888+2.0% | 加碼 |
| Mariner, LLC | 44,747 | $375.2 萬 | 0.01% | +1,031+2.4% | 加碼 |
| NBT Bank N A | 45,436 | $379.7 萬 | 0.27% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 45,808 | $384.4 萬 | 0.01% | −371−0.8% | 減碼 |
| Man Group plc | 46,121 | $386.7 萬 | 0.01% | +23,572+104.5% | 加碼 |
| Rathbone Brothers plc | 48,913 | $410.5 萬 | 0.02% | −500−1.0% | 減碼 |
| Quantbot Technologies LP | 50,961 | $427.3 萬 | 0.21% | +21,418+72.5% | 加碼 |
| Ossiam | 50,968 | $427.7 萬 | 0.08% | −1,180−2.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 52,021 | $436.2 萬 | 0.05% | −1,032−1.9% | 減碼 |
| Romano Brothers and Company | 52,983 | $444.3 萬 | 0.62% | −650−1.2% | 減碼 |
| Ensign Peak Advisors, Inc | 51,629 | $448.8 萬 | 0.01% | +2,900+6.0% | 加碼 |
| Dana Investment Advisors, Inc. | 53,826 | $451.3 萬 | 0.15% | −2,575−4.6% | 減碼 |
| Alliancebernstein L.P. | 55,237 | $463.2 萬 | 0.00% | +1,745+3.3% | 加碼 |
| Commonwealth Equity Services, LLC | 56,780 | $476.1 萬 | 0.01% | +744+1.3% | 加碼 |
| M&T Bank Corp | 59,734 | $500.8 萬 | 0.02% | −626−1.0% | 減碼 |
| Envestnet Asset Management Inc | 63,454 | $532.1 萬 | 0.00% | +495+0.8% | 加碼 |
| Ameriprise Financial Inc | 58,499 | $568.8 萬 | 0.00% | −22,545−27.8% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 69,494 | $583.0 萬 | 1.88% | −200.0% | 減碼 |
| Wellington Management Group LLP | 69,749 | $585.3 萬 | 0.00% | −37,205−34.8% | 減碼 |
| Janus Henderson Group PLC | 71,163 | $596.6 萬 | 0.00% | −5,790−7.5% | 減碼 |
| Raymond James & Associates | 71,251 | $597.4 萬 | 0.00% | −1,824−2.5% | 減碼 |
| Capital Fund Management S.A. | 71,462 | $599.2 萬 | 0.07% | −826−1.1% | 減碼 |
| Federated Hermes, Inc. | 72,283 | $606.1 萬 | 0.01% | −6,767−8.6% | 減碼 |
| Northwest Bancshares, Inc. | 72,973 | $611.9 萬 | 1.04% | +1,653+2.3% | 加碼 |
| LPL Financial LLC | 73,327 | $614.8 萬 | 0.00% | +11,628+18.8% | 加碼 |
| APG Asset Management N.V. | 83,240 | $651.8 萬 | 0.01% | +58,200+232.4% | 加碼 |
| Utah Retirement Systems | 81,172 | $681.2 萬 | 0.08% | −4,100−4.8% | 減碼 |
| Wells Fargo & Company | 82,499 | $692.1 萬 | 0.00% | +12,432+17.7% | 加碼 |
| Gluskin Sheff & Assoc Inc | 83,650 | $728.2 萬 | 0.83% | −62,931−42.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $798.1 萬 | 0.04% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 95,516 | $801.4 萬 | 0.73% | −374,184−79.7% | 減碼 |
| Public Sector Pension Investment Board | 95,647 | $802.7 萬 | 0.05% | −1,818−1.9% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $805.0 萬 | 0.75% | 00.0% | 不變 |
| Intech Investment Management LLC | 103,281 | $866.7 萬 | 0.11% | +62,379+152.5% | 加碼 |
| St Germain D J Co Inc | 106,211 | $890.6 萬 | 0.43% | −2,596−2.4% | 減碼 |
| USS Investment Management Ltd | 109,005 | $914.1 萬 | 0.07% | +2,499+2.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 110,123 | $924.3 萬 | 0.27% | −14,036−11.3% | 減碼 |
| AXA S.A. | 113,992 | $955.8 萬 | 0.03% | +106,632+1,448.8% | 加碼 |
| AMF Pensionsforsakring AB | 114,887 | $972.2 萬 | 0.07% | −184,402−61.6% | 減碼 |
| K.J. Harrison & Partners Inc | 119,413 | $1,002 萬 | 1.65% | −36,097−23.2% | 減碼 |
| Investment Management Corp of Ontario | 127,187 | $1,066 萬 | 0.29% | +1,656+1.3% | 加碼 |
| SIG North Trading, ULC | 127,817 | $1,072 萬 | 2.78% | +127,817 | 新進 |
| Waratah Capital Advisors Ltd. | 129,662 | $1,088 萬 | 0.66% | −139,607−51.8% | 減碼 |
| Vontobel Holding Ltd. | 133,124 | $1,118 萬 | 0.04% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 133,430 | $1,120 萬 | 0.01% | −8,168−5.8% | 減碼 |
| Stifel Financial Corp | 142,736 | $1,197 萬 | 0.01% | +13,848+10.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 144,632 | $1,214 萬 | 0.13% | −1,951−1.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 152,263 | $1,264 萬 | 0.02% | +7,356+5.1% | 加碼 |
| Forsta Ap-Fonden | 151,300 | $1,270 萬 | 0.11% | −9,200−5.7% | 減碼 |
| Citigroup Inc | 154,356 | $1,295 萬 | 0.01% | +5,455+3.7% | 加碼 |
| Van Eck Associates Corp | 154,641 | $1,298 萬 | 0.02% | +25,672+19.9% | 加碼 |
| Burgundy Asset Management Ltd. | 160,000 | $1,342 萬 | 0.14% | 00.0% | 不變 |
| Capital International Inc | 161,857 | $1,359 萬 | 0.18% | −3,962−2.4% | 減碼 |
| American Century Companies Inc | 164,531 | $1,381 萬 | 0.01% | +31,374+23.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 166,500 | $1,397 萬 | 0.10% | −3,700−2.2% | 減碼 |
| Dorchester Wealth Management Co | 176,332 | $1,472 萬 | 2.84% | −7,340−4.0% | 減碼 |
| Russell Investments Group, Ltd. | 175,769 | $1,473 萬 | 0.02% | −4,477−2.5% | 減碼 |
| Pinnacle Financial Partners Inc | 177,114 | $1,485 萬 | 0.32% | +979+0.6% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 205,577 | $1,726 萬 | 1.32% | −1,600−0.8% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 213,343 | $1,789 萬 | 0.74% | −172,596−44.7% | 減碼 |