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 3 季 13F 持有人
Bank of Montreal 在 2024/9/30 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
- 470
- 較 2024 年第 2 季 −3 家
- 持有股數
- 3.41 億
- 較 2024 年第 2 季 −1,070 萬 (−3.0%)
- 總市值
- $308.1 億
- 較 2024 年第 2 季 +$13.4 億 (+4.5%)
- 新進機構
- 41
- 另有 159 家加碼
- 清倉機構
- 44
- 另有 156 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Credit Agricole S A | 18,907 | $170.5 萬 | 0.01% | +311+1.7% | 加碼 |
| JustInvest LLC | 19,051 | $171.8 萬 | 0.03% | +4,077+27.2% | 加碼 |
| US Bancorp | 19,063 | $171.9 萬 | 0.00% | −3,995−17.3% | 減碼 |
| Wolverine Trading, LLC | 19,493 | $176.3 萬 | 0.05% | +13,402+220.0% | 加碼 |
| Cetera Investment Advisers | 19,550 | $176.3 萬 | 0.00% | +410+2.1% | 加碼 |
| Pinebridge Investments, L.P. | 14,487 | $176.8 萬 | 0.01% | +12,442+608.4% | 加碼 |
| HighTower Advisors, LLC | 19,974 | $180.2 萬 | 0.00% | −1,531−7.1% | 減碼 |
| Resources Management Corp | 20,424 | $184.2 萬 | 0.25% | −35−0.2% | 減碼 |
| Mutual Advisors, LLC | 20,118 | $187.9 萬 | 0.05% | +7,411+58.3% | 加碼 |
| Gold Investment Management Ltd. | 20,905 | $188.8 萬 | 0.79% | +268+1.3% | 加碼 |
| Private Advisor Group, LLC | 21,094 | $190.3 萬 | 0.01% | +662+3.2% | 加碼 |
| CI Private Wealth, LLC | 21,115 | $190.5 萬 | 0.00% | −2,145−9.2% | 減碼 |
| Pinnacle Associates Ltd | 20,500 | $202.8 萬 | 0.03% | −13,100−39.0% | 減碼 |
| UniSuper Management Pty Ltd | 17,500 | $213.6 萬 | 0.02% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $214.0 萬 | 0.02% | 00.0% | 不變 |
| United Services Automobile Association | 23,798 | $214.7 萬 | 0.05% | −3,527−12.9% | 減碼 |
| Advisor Group Holdings, Inc. | 24,213 | $218.7 萬 | 0.00% | +1,307+5.7% | 加碼 |
| Bessemer Group Inc | 24,880 | $224.7 萬 | 0.00% | +194+0.8% | 加碼 |
| Graham Capital Management, L.P. | 25,582 | $230.7 萬 | 0.08% | +20,361+390.0% | 加碼 |
| Metis Global Partners, LLC | 25,782 | $232.6 萬 | 0.07% | −1,258−4.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 26,903 | $242.6 萬 | 0.04% | −14,755−35.4% | 減碼 |
| Capital Group Private Client Services, Inc. | 27,596 | $249.0 萬 | 0.02% | −1,619−5.5% | 減碼 |
| Entropy Technologies, LP | 29,774 | $268.6 萬 | 0.28% | +29,774 | 新進 |
| Silver Lake Advisory, LLC | 30,227 | $272.6 萬 | 1.12% | −266−0.9% | 減碼 |
| Natixis Advisors, L.P. | 30,990 | $279.5 萬 | 0.01% | +2,177+7.6% | 加碼 |
| Harvest Portfolios Group Inc. | 31,812 | $287.1 萬 | 0.10% | +554+1.8% | 加碼 |
| Creative Planning | 34,231 | $308.8 萬 | 0.00% | +4,918+16.8% | 加碼 |
| Man Group plc | 34,682 | $312.9 萬 | 0.01% | −11,439−24.8% | 減碼 |
| SpiderRock Advisors, LLC | 34,917 | $315.0 萬 | 0.07% | −1,200−3.3% | 減碼 |
| Baird Financial Group, Inc. | 36,566 | $329.8 萬 | 0.01% | −677−1.8% | 減碼 |
| K.J. Harrison & Partners Inc | 40,091 | $372.2 萬 | 0.56% | −79,322−66.4% | 減碼 |
| Maryland State Retirement & Pension System | 42,883 | $386.9 萬 | 0.08% | +555+1.3% | 加碼 |
| Vertex Planning Partners, LLC | 44,928 | $405.3 萬 | 0.97% | +44,928 | 新進 |
| NBT Bank N A | 45,836 | $413.4 萬 | 0.28% | +400+0.9% | 加碼 |
| Allianz Asset Management GmbH | 46,158 | $417.0 萬 | 0.01% | +350+0.8% | 加碼 |
| Mariner, LLC | 46,469 | $419.2 萬 | 0.01% | +1,722+3.8% | 加碼 |
| Rathbone Brothers plc | 48,103 | $434.6 萬 | 0.02% | −810−1.7% | 減碼 |
| NewGen Asset Management Ltd | 50,000 | $451.0 萬 | 2.46% | +50,000 | 新進 |
| Twin Tree Management, LP | 50,095 | $451.9 萬 | 0.11% | +50,095 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 50,532 | $455.8 萬 | 0.01% | +5,824+13.0% | 加碼 |
| Assenagon Asset Management S.A. | 50,682 | $457.8 萬 | 0.01% | +29,717+141.7% | 加碼 |
| Romano Brothers and Company | 51,533 | $464.8 萬 | 0.58% | −1,450−2.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 51,744 | $466.7 萬 | 0.05% | −277−0.5% | 減碼 |
| Ensign Peak Advisors, Inc | 51,729 | $477.8 萬 | 0.01% | +100+0.2% | 加碼 |
| Dana Investment Advisors, Inc. | 53,343 | $481.2 萬 | 0.16% | −483−0.9% | 減碼 |
| Alliancebernstein L.P. | 54,558 | $492.1 萬 | 0.00% | −679−1.2% | 減碼 |
| Commonwealth Equity Services, LLC | 54,686 | $493.3 萬 | 0.01% | −2,094−3.7% | 減碼 |
| M&T Bank Corp | 57,623 | $519.8 萬 | 0.02% | −2,111−3.5% | 減碼 |
| Raymond James & Associates | 59,194 | $533.9 萬 | 0.00% | −12,057−16.9% | 減碼 |
| Envestnet Asset Management Inc | 60,162 | $542.7 萬 | 0.00% | −3,292−5.2% | 減碼 |
| Northwest Bancshares, Inc. | 63,493 | $572.7 萬 | 0.98% | −9,480−13.0% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 69,241 | $624.9 萬 | 1.81% | −253−0.4% | 減碼 |
| Ameriprise Financial Inc | 60,714 | $627.6 萬 | 0.00% | +2,215+3.8% | 加碼 |
| Janus Henderson Group PLC | 71,163 | $642.8 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 71,295 | $643.1 萬 | 0.01% | −988−1.4% | 減碼 |
| St Germain D J Co Inc | 75,363 | $679.8 萬 | 0.31% | −30,848−29.0% | 減碼 |
| Millennium Management LLC | 75,967 | $685.3 萬 | 0.01% | +75,967 | 新進 |
| Ossiam | 77,198 | $697.4 萬 | 0.13% | +26,230+51.5% | 加碼 |
| Jane Street Group, LLC | 78,828 | $711.0 萬 | 0.01% | −241,153−75.4% | 減碼 |
| Capital Fund Management S.A. | 79,060 | $713.1 萬 | 0.08% | +7,598+10.6% | 加碼 |
| Wells Fargo & Company | 79,109 | $713.9 萬 | 0.00% | −3,390−4.1% | 減碼 |
| Utah Retirement Systems | 81,172 | $733.3 萬 | 0.08% | 00.0% | 不變 |
| LPL Financial LLC | 86,075 | $776.4 萬 | 0.00% | +12,748+17.4% | 加碼 |
| Two Sigma Advisers, LP | 93,898 | $847.0 萬 | 0.02% | −179,500−65.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $858.6 萬 | 0.04% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 95,431 | $862.1 萬 | 0.05% | −216−0.2% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $865.9 萬 | 0.76% | 00.0% | 不變 |
| SIG North Trading, ULC | 106,670 | $962.2 萬 | 2.98% | −21,147−16.5% | 減碼 |
| Intech Investment Management LLC | 107,096 | $967.5 萬 | 0.11% | +3,815+3.7% | 加碼 |
| USS Investment Management Ltd | 109,005 | $983.3 萬 | 0.07% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 115,865 | $1,046 萬 | 0.28% | +5,742+5.2% | 加碼 |
| AMF Pensionsforsakring AB | 114,887 | $1,046 萬 | 0.07% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 123,588 | $1,116 萬 | 0.01% | −9,842−7.4% | 減碼 |
| Investment Management Corp of Ontario | 125,590 | $1,133 萬 | 0.25% | −1,597−1.3% | 減碼 |
| Wellington Management Group LLP | 125,572 | $1,134 萬 | 0.00% | +55,823+80.0% | 加碼 |
| Vontobel Holding Ltd. | 127,819 | $1,153 萬 | 0.04% | −5,305−4.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 144,747 | $1,300 萬 | 0.02% | −7,516−4.9% | 減碼 |
| Stifel Financial Corp | 146,232 | $1,319 萬 | 0.01% | +3,496+2.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 143,546 | $1,350 萬 | 0.12% | −1,086−0.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 155,100 | $1,401 萬 | 0.10% | −11,400−6.8% | 減碼 |
| Capital International Inc | 156,209 | $1,410 萬 | 0.18% | −5,648−3.5% | 減碼 |
| Burgundy Asset Management Ltd. | 160,000 | $1,444 萬 | 0.14% | 00.0% | 不變 |
| Citigroup Inc | 165,148 | $1,492 萬 | 0.01% | +10,792+7.0% | 加碼 |
| Pinnacle Financial Partners Inc | 177,888 | $1,605 萬 | 0.32% | +774+0.4% | 加碼 |
| American Century Companies Inc | 179,867 | $1,623 萬 | 0.01% | +15,336+9.3% | 加碼 |
| Dorchester Wealth Management Co | 182,675 | $1,638 萬 | 2.99% | +6,343+3.6% | 加碼 |
| Forsta Ap-Fonden | 181,600 | $1,641 萬 | 0.13% | +30,300+20.0% | 加碼 |
| Van Eck Associates Corp | 190,255 | $1,776 萬 | 0.02% | +35,614+23.0% | 加碼 |
| AXA S.A. | 200,200 | $1,806 萬 | 0.05% | +86,208+75.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 208,609 | $1,882 萬 | 1.29% | −4,734−2.2% | 減碼 |
| Russell Investments Group, Ltd. | 210,799 | $1,905 萬 | 0.03% | +35,030+19.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 211,329 | $1,924 萬 | 0.15% | +211,329 | 新進 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 214,070 | $1,931 萬 | 1.35% | +8,493+4.1% | 加碼 |
| Omers Administration Corp | 219,955 | $1,987 萬 | 0.18% | 00.0% | 不變 |
| Rempart Asset Management Inc. | 224,443 | $2,111 萬 | 3.92% | +450+0.2% | 加碼 |
| Cidel Asset Management Inc | 248,971 | $2,249 萬 | 1.59% | −3,924−1.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 272,191 | $2,459 萬 | 0.07% | +7,759+2.9% | 加碼 |
| Northern Trust Corp | 308,826 | $2,786 萬 | 0.00% | −2,377−0.8% | 減碼 |
| Pictet Asset Management Holding SA | 319,824 | $2,896 萬 | 0.03% | +5,441+1.7% | 加碼 |
| HSBC Holdings PLC | 339,925 | $3,064 萬 | 0.02% | +333,002+4,810.1% | 加碼 |