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 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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 326,510 | $3,077 萬 | 0.01% | +5,821+1.8% | 加碼 |
| Aviva PLC | 343,231 | $3,099 萬 | 0.08% | +7,775+2.3% | 加碼 |
| UBS Group AG | 369,357 | $3,332 萬 | 0.01% | +89,143+31.8% | 加碼 |
| Guardian Capital Advisors LP | 374,594 | $3,412 萬 | 3.36% | +9,486+2.6% | 加碼 |
| State of Tennessee, Treasury Department | 417,461 | $3,771 萬 | 0.13% | +3,842+0.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 424,201 | $3,828 萬 | 0.05% | +406,901+2,352.0% | 加碼 |
| Citadel Advisors LLC | 431,936 | $3,896 萬 | 0.04% | +81,364+23.2% | 加碼 |
| Korea Investment CORP | 466,139 | $4,211 萬 | 0.10% | +30,949+7.1% | 加碼 |
| Great West Life Assurance Co | 483,408 | $4,370 萬 | 0.08% | +14,417+3.1% | 加碼 |
| Bank of Nova Scotia Trust Co | 498,221 | $4,494 萬 | 4.56% | +30,291+6.5% | 加碼 |
| First Trust Advisors LP | 532,581 | $4,804 萬 | 0.05% | −13,233−2.4% | 減碼 |
| BlackRock, Inc. | 561,115 | $5,061 萬 | 0.00% | +561,115 | 新進 |
| Amundi | 572,105 | $5,150 萬 | 0.02% | −30,777−5.1% | 減碼 |
| Intact Investment Management Inc. | 588,209 | $5,308 萬 | 1.76% | +248,098+72.9% | 加碼 |
| Capital International Investors | 619,029 | $5,586 萬 | 0.01% | +1870.0% | 加碼 |
| MUFG Securities (Canada), Ltd. | 647,345 | $5,849 萬 | 2.61% | +261,352+67.7% | 加碼 |
| Bank of New York Mellon Corp | 668,632 | $6,031 萬 | 0.01% | −18,093−2.6% | 減碼 |
| MUFG Securities EMEA plc | 500,000 | $6,102 萬 | 2.50% | +25,001+5.3% | 加碼 |
| Voloridge Investment Management, LLC | 741,472 | $6,688 萬 | 0.24% | +331,164+80.7% | 加碼 |
| Value Partners Investments Inc. | 760,524 | $6,876 萬 | 5.56% | +2,367+0.3% | 加碼 |
| Invesco Ltd. | 805,524 | $7,266 萬 | 0.01% | −195,733−19.5% | 減碼 |
| Two Sigma Investments, LP | 847,892 | $7,648 萬 | 0.17% | −114,339−11.9% | 減碼 |
| UBS Asset Management Americas Inc | 939,343 | $8,473 萬 | 0.02% | −142,114−13.1% | 減碼 |
| Deutsche Bank AG | 939,939 | $8,478 萬 | 0.03% | +108,115+13.0% | 加碼 |
| Addenda Capital Inc. | 720,766 | $8,796 萬 | 3.14% | −140,521−16.3% | 減碼 |
| Aviso Financial Inc. | 1,004,191 | $9,063 萬 | 4.49% | +17,235+1.7% | 加碼 |
| Cardinal Capital Management, Inc. | 1,298,627 | $1.17 億 | 4.83% | +60,155+4.9% | 加碼 |
| Newport Trust Co | 1,388,580 | $1.25 億 | 0.30% | −23,115−1.6% | 減碼 |
| Alberta Investment Management Corp | 1,388,400 | $1.25 億 | 1.08% | −686,479−33.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,476,835 | $1.33 億 | 0.11% | +1,436,045+3,520.6% | 加碼 |
| Clearbridge Investments, LLC | 1,495,899 | $1.33 億 | 0.10% | +475,216+46.6% | 加碼 |
| Nuveen Asset Management, LLC | 1,576,542 | $1.42 億 | 0.04% | −4,653−0.3% | 減碼 |
| Massachusetts Financial Services Co | 1,631,618 | $1.47 億 | 0.04% | +2,248+0.1% | 加碼 |
| Agf Management Ltd | 1,595,709 | $1.52 億 | 0.77% | −203,578−11.3% | 減碼 |
| FIL Ltd | 1,723,780 | $1.56 億 | 0.14% | −7,826,928−82.0% | 減碼 |
| Goldman Sachs Group Inc | 1,845,990 | $1.67 億 | 0.03% | −1,032,684−35.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,848,917 | $1.67 億 | 0.03% | +103,495+5.9% | 加碼 |
| Letko, Brosseau & Associates Inc | 1,919,950 | $1.73 億 | 3.15% | −24,316−1.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,985,056 | $1.79 億 | 0.87% | −1,281,338−39.2% | 減碼 |
| Morgan Stanley | 2,106,188 | $1.90 億 | 0.01% | +318,634+17.8% | 加碼 |
| Bank of America Corp | 2,110,946 | $1.90 億 | 0.02% | −2,295,192−52.1% | 減碼 |
| Guardian Capital LP | 2,158,013 | $1.95 億 | 7.15% | −407,311−15.9% | 減碼 |
| Canada Pension Plan Investment Board | 2,525,575 | $2.28 億 | 0.22% | −37,053−1.4% | 減碼 |
| TD Waterhouse Canada Inc. | 2,476,545 | $2.29 億 | 1.86% | +160,607+6.9% | 加碼 |
| British Columbia Investment Management Corp | 3,169,608 | $2.86 億 | 1.72% | −1,682,021−34.7% | 減碼 |
| JPMorgan Chase & Co | 3,327,465 | $3.00 億 | 0.02% | +144,252+4.5% | 加碼 |
| Geode Capital Management, LLC | 3,321,849 | $3.03 億 | 0.02% | +307,466+10.2% | 加碼 |
| Scotia Capital Inc. | 3,443,093 | $3.10 億 | 1.66% | +23,511+0.7% | 加碼 |
| Fiera Capital Corp | 3,453,718 | $3.12 億 | 0.94% | +50,287+1.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,558,032 | $3.21 億 | 0.08% | +38,755+1.1% | 加碼 |
| Legal & General Group Plc | 4,147,304 | $3.75 億 | 0.10% | +51,083+1.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,249,552 | $3.83 億 | 0.93% | +3,074,389+261.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 4,793,309 | $4.33 億 | 0.38% | +114,909+2.5% | 加碼 |
| FMR LLC | 5,046,721 | $4.55 億 | 0.03% | +625,797+14.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,090,021 | $4.59 億 | 2.27% | −909,819−15.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $4.90 億 | 0.97% | 00.0% | 不變 |
| Beutel, Goodman & Co Ltd. | 5,912,417 | $5.34 億 | 2.63% | +263,774+4.7% | 加碼 |
| Jarislowsky, Fraser Ltd | 6,285,331 | $5.68 億 | 3.18% | +1,045,669+20.0% | 加碼 |
| CIBC Asset Management Inc | 6,628,334 | $6.01 億 | 1.95% | −1,531,710−18.8% | 減碼 |
| 1832 Asset Management L.P. | 7,565,045 | $6.82 億 | 1.14% | +252,725+3.5% | 加碼 |
| Norges Bank | 10,449,486 | $9.43 億 | 0.13% | +1,813,547+21.0% | 加碼 |
| Mackenzie Financial Corp | 10,584,666 | $9.55 億 | 1.33% | −831,311−7.3% | 減碼 |
| Toronto Dominion Bank | 11,812,353 | $10.7 億 | 1.88% | +1,534,508+14.9% | 加碼 |
| National Bank of Canada | 13,750,365 | $12.4 億 | 1.69% | −1,011,471−6.9% | 減碼 |
| Bank of Nova Scotia | 14,024,491 | $12.7 億 | 2.55% | +1,909,850+15.8% | 加碼 |
| CIBC World Markets Inc. | 15,995,447 | $14.4 億 | 3.25% | −1,438,858−8.3% | 減碼 |
| TD Asset Management Inc | 17,128,157 | $15.5 億 | 1.37% | −1,584,432−8.5% | 減碼 |
| Bank of Montreal | 27,692,612 | $25.0 億 | 1.18% | +356,993+1.3% | 加碼 |
| Vanguard Group Inc | 29,918,005 | $27.0 億 | 0.05% | +594,124+2.0% | 加碼 |
| Royal Bank of Canada | 55,325,120 | $49.9 億 | 1.11% | −2,446,874−4.2% | 減碼 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −747,581−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −129,662−100.0% | 清倉 |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −95,516−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −83,240−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −50,961−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −40,027−100.0% | 清倉 |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −33,921−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −28,285−100.0% | 清倉 |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −21,500−100.0% | 清倉 |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −20,494−100.0% | 清倉 |
| Anson Funds Management LP | 0 | $0 | 0.00% | −15,217−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,090−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −965,001−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,983−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −9,006−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,025−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,008−100.0% | 清倉 |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −6,983−100.0% | 清倉 |
| JCIC Asset Management Inc. | 0 | $0 | 0.00% | −6,697−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −5,648−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −5,624−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −5,131−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,200−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −3,941−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −3,708−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −3,702−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,296−100.0% | 清倉 |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −3,132−100.0% | 清倉 |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −2,843−100.0% | 清倉 |