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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 109,005 | $983.3 萬 | 0.07% | 00.0% | 不變 |
| Intech Investment Management LLC | 107,096 | $967.5 萬 | 0.11% | +3,815+3.7% | 加碼 |
| SIG North Trading, ULC | 106,670 | $962.2 萬 | 2.98% | −21,147−16.5% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $865.9 萬 | 0.76% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 95,431 | $862.1 萬 | 0.05% | −216−0.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $858.6 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 93,898 | $847.0 萬 | 0.02% | −179,500−65.7% | 減碼 |
| LPL Financial LLC | 86,075 | $776.4 萬 | 0.00% | +12,748+17.4% | 加碼 |
| Utah Retirement Systems | 81,172 | $733.3 萬 | 0.08% | 00.0% | 不變 |
| Wells Fargo & Company | 79,109 | $713.9 萬 | 0.00% | −3,390−4.1% | 減碼 |
| Capital Fund Management S.A. | 79,060 | $713.1 萬 | 0.08% | +7,598+10.6% | 加碼 |
| Jane Street Group, LLC | 78,828 | $711.0 萬 | 0.01% | −241,153−75.4% | 減碼 |
| Ossiam | 77,198 | $697.4 萬 | 0.13% | +26,230+51.5% | 加碼 |
| Millennium Management LLC | 75,967 | $685.3 萬 | 0.01% | +75,967 | 新進 |
| St Germain D J Co Inc | 75,363 | $679.8 萬 | 0.31% | −30,848−29.0% | 減碼 |
| Federated Hermes, Inc. | 71,295 | $643.1 萬 | 0.01% | −988−1.4% | 減碼 |
| Janus Henderson Group PLC | 71,163 | $642.8 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 60,714 | $627.6 萬 | 0.00% | +2,215+3.8% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 69,241 | $624.9 萬 | 1.81% | −253−0.4% | 減碼 |
| Northwest Bancshares, Inc. | 63,493 | $572.7 萬 | 0.98% | −9,480−13.0% | 減碼 |
| Envestnet Asset Management Inc | 60,162 | $542.7 萬 | 0.00% | −3,292−5.2% | 減碼 |
| Raymond James & Associates | 59,194 | $533.9 萬 | 0.00% | −12,057−16.9% | 減碼 |
| M&T Bank Corp | 57,623 | $519.8 萬 | 0.02% | −2,111−3.5% | 減碼 |
| Commonwealth Equity Services, LLC | 54,686 | $493.3 萬 | 0.01% | −2,094−3.7% | 減碼 |
| Alliancebernstein L.P. | 54,558 | $492.1 萬 | 0.00% | −679−1.2% | 減碼 |
| Dana Investment Advisors, Inc. | 53,343 | $481.2 萬 | 0.16% | −483−0.9% | 減碼 |
| Ensign Peak Advisors, Inc | 51,729 | $477.8 萬 | 0.01% | +100+0.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 51,744 | $466.7 萬 | 0.05% | −277−0.5% | 減碼 |
| Romano Brothers and Company | 51,533 | $464.8 萬 | 0.58% | −1,450−2.7% | 減碼 |
| Assenagon Asset Management S.A. | 50,682 | $457.8 萬 | 0.01% | +29,717+141.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 50,532 | $455.8 萬 | 0.01% | +5,824+13.0% | 加碼 |
| Twin Tree Management, LP | 50,095 | $451.9 萬 | 0.11% | +50,095 | 新進 |
| NewGen Asset Management Ltd | 50,000 | $451.0 萬 | 2.46% | +50,000 | 新進 |
| Rathbone Brothers plc | 48,103 | $434.6 萬 | 0.02% | −810−1.7% | 減碼 |
| Mariner, LLC | 46,469 | $419.2 萬 | 0.01% | +1,722+3.8% | 加碼 |
| Allianz Asset Management GmbH | 46,158 | $417.0 萬 | 0.01% | +350+0.8% | 加碼 |
| NBT Bank N A | 45,836 | $413.4 萬 | 0.28% | +400+0.9% | 加碼 |
| Vertex Planning Partners, LLC | 44,928 | $405.3 萬 | 0.97% | +44,928 | 新進 |
| Maryland State Retirement & Pension System | 42,883 | $386.9 萬 | 0.08% | +555+1.3% | 加碼 |
| K.J. Harrison & Partners Inc | 40,091 | $372.2 萬 | 0.56% | −79,322−66.4% | 減碼 |
| Baird Financial Group, Inc. | 36,566 | $329.8 萬 | 0.01% | −677−1.8% | 減碼 |
| SpiderRock Advisors, LLC | 34,917 | $315.0 萬 | 0.07% | −1,200−3.3% | 減碼 |
| Man Group plc | 34,682 | $312.9 萬 | 0.01% | −11,439−24.8% | 減碼 |
| Creative Planning | 34,231 | $308.8 萬 | 0.00% | +4,918+16.8% | 加碼 |
| Harvest Portfolios Group Inc. | 31,812 | $287.1 萬 | 0.10% | +554+1.8% | 加碼 |
| Natixis Advisors, L.P. | 30,990 | $279.5 萬 | 0.01% | +2,177+7.6% | 加碼 |
| Silver Lake Advisory, LLC | 30,227 | $272.6 萬 | 1.12% | −266−0.9% | 減碼 |
| Entropy Technologies, LP | 29,774 | $268.6 萬 | 0.28% | +29,774 | 新進 |
| Capital Group Private Client Services, Inc. | 27,596 | $249.0 萬 | 0.02% | −1,619−5.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 26,903 | $242.6 萬 | 0.04% | −14,755−35.4% | 減碼 |
| Metis Global Partners, LLC | 25,782 | $232.6 萬 | 0.07% | −1,258−4.7% | 減碼 |
| Graham Capital Management, L.P. | 25,582 | $230.7 萬 | 0.08% | +20,361+390.0% | 加碼 |
| Bessemer Group Inc | 24,880 | $224.7 萬 | 0.00% | +194+0.8% | 加碼 |
| Advisor Group Holdings, Inc. | 24,213 | $218.7 萬 | 0.00% | +1,307+5.7% | 加碼 |
| United Services Automobile Association | 23,798 | $214.7 萬 | 0.05% | −3,527−12.9% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $214.0 萬 | 0.02% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 17,500 | $213.6 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 20,500 | $202.8 萬 | 0.03% | −13,100−39.0% | 減碼 |
| CI Private Wealth, LLC | 21,115 | $190.5 萬 | 0.00% | −2,145−9.2% | 減碼 |
| Private Advisor Group, LLC | 21,094 | $190.3 萬 | 0.01% | +662+3.2% | 加碼 |
| Gold Investment Management Ltd. | 20,905 | $188.8 萬 | 0.79% | +268+1.3% | 加碼 |
| Mutual Advisors, LLC | 20,118 | $187.9 萬 | 0.05% | +7,411+58.3% | 加碼 |
| Resources Management Corp | 20,424 | $184.2 萬 | 0.25% | −35−0.2% | 減碼 |
| HighTower Advisors, LLC | 19,974 | $180.2 萬 | 0.00% | −1,531−7.1% | 減碼 |
| Pinebridge Investments, L.P. | 14,487 | $176.8 萬 | 0.01% | +12,442+608.4% | 加碼 |
| Cetera Investment Advisers | 19,550 | $176.3 萬 | 0.00% | +410+2.1% | 加碼 |
| Wolverine Trading, LLC | 19,493 | $176.3 萬 | 0.05% | +13,402+220.0% | 加碼 |
| US Bancorp | 19,063 | $171.9 萬 | 0.00% | −3,995−17.3% | 減碼 |
| JustInvest LLC | 19,051 | $171.8 萬 | 0.03% | +4,077+27.2% | 加碼 |
| Credit Agricole S A | 18,907 | $170.5 萬 | 0.01% | +311+1.7% | 加碼 |
| Truist Financial Corp | 18,438 | $166.3 萬 | 0.00% | +766+4.3% | 加碼 |
| Hillsdale Investment Management Inc. | 18,347 | $165.6 萬 | 0.13% | −960−5.0% | 減碼 |
| Employees Provident Fund Board | 18,200 | $164.4 萬 | 0.02% | 00.0% | 不變 |
| NorthRock Partners, LLC | 17,956 | $162.0 萬 | 0.05% | 00.0% | 不變 |
| Principal Financial Group Inc | 17,600 | $159.0 萬 | 0.00% | −5,400−23.5% | 減碼 |
| FORA Capital, LLC | 17,359 | $156.6 萬 | 0.18% | +10,606+157.1% | 加碼 |
| Algert Global LLC | 16,625 | $150.2 萬 | 0.04% | +16,625 | 新進 |
| Umb Bank N A | 16,633 | $150.0 萬 | 0.02% | 00.0% | 不變 |
| Gries Financial LLC | 16,516 | $149.0 萬 | 0.28% | −4,165−20.1% | 減碼 |
| Wetherby Asset Management Inc | 16,358 | $147.5 萬 | 0.07% | −1,506−8.4% | 減碼 |
| Nexus Investment Management ULC | 16,244 | $146.8 萬 | 0.14% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 15,385 | $138.8 萬 | 0.00% | −337−2.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 14,675 | $132.4 萬 | 0.08% | −1,913−11.5% | 減碼 |
| Marshall Wace, LLP | 14,465 | $130.5 萬 | 0.00% | +14,465 | 新進 |
| Naples Global Advisors, LLC | 14,050 | $126.7 萬 | 0.12% | −120−0.8% | 減碼 |
| Curbstone Financial Management Corp | 13,834 | $124.8 萬 | 0.27% | 00.0% | 不變 |
| Keybank National Association | 13,539 | $122.1 萬 | 0.00% | −3,340−19.8% | 減碼 |
| Cigna Investments Inc | 13,495 | $121.9 萬 | 0.22% | −274−2.0% | 減碼 |
| IFG Advisory, LLC | 13,314 | $120.1 萬 | 0.08% | −207−1.5% | 減碼 |
| Associated Banc-Corp | 13,170 | $118.8 萬 | 0.03% | −72−0.5% | 減碼 |
| Rodgers Brothers Inc. | 13,025 | $117.5 萬 | 0.15% | +50+0.4% | 加碼 |
| Probity Advisors, Inc. | 12,876 | $116.1 萬 | 0.22% | +2,273+21.4% | 加碼 |
| Shell Asset Management Co | 12,691 | $114.6 萬 | 0.05% | +12,691 | 新進 |
| Texas Yale Capital Corp. | 11,838 | $106.8 萬 | 0.05% | −100−0.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,751 | $106.0 萬 | 0.00% | +229+2.0% | 加碼 |
| Ritholtz Wealth Management | 11,675 | $105.3 萬 | 0.03% | −367−3.0% | 減碼 |
| Pathstone Holdings, LLC | 11,549 | $104.2 萬 | 0.00% | −674−5.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 11,413 | $102.9 萬 | 0.00% | +1,193+11.7% | 加碼 |
| Advisors Asset Management, Inc. | 11,293 | $101.9 萬 | 0.02% | −1,496−11.7% | 減碼 |
| Balyasny Asset Management LLC | 11,130 | $100.4 萬 | 0.00% | +1,253+12.7% | 加碼 |