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 4 季 13F 持有人
Bank of Montreal 在 2024/12/31 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
- 536
- 較 2024 年第 3 季 +73 家
- 持有股數
- 3.44 億
- 較 2024 年第 3 季 +409.1 萬 (+1.2%)
- 總市值
- $334.1 億
- 較 2024 年第 3 季 +$26.4 億 (+8.6%)
- 新進機構
- 106
- 另有 191 家加碼
- 清倉機構
- 33
- 另有 136 家減碼
另有 7 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 60,556,961 | $58.8 億 | 1.27% | +5,231,841+9.5% | 加碼 |
| Vanguard Group Inc | 30,494,749 | $29.6 億 | 0.05% | +576,744+1.9% | 加碼 |
| Bank of Montreal | 29,873,166 | $29.0 億 | 1.46% | +2,180,554+7.9% | 加碼 |
| TD Asset Management Inc | 17,615,141 | $17.1 億 | 1.51% | +486,984+2.8% | 加碼 |
| CIBC World Markets Inc. | 16,411,822 | $15.9 億 | 3.67% | +416,375+2.6% | 加碼 |
| National Bank of Canada | 13,748,503 | $13.4 億 | 1.73% | −1,8620.0% | 減碼 |
| Mackenzie Financial Corp | 12,215,628 | $11.8 億 | 1.61% | +1,630,962+15.4% | 加碼 |
| Norges Bank | 10,464,521 | $10.1 億 | 0.13% | +15,035+0.1% | 加碼 |
| Bank of Nova Scotia | 8,907,412 | $8.65 億 | 1.51% | −5,117,079−36.5% | 減碼 |
| Toronto Dominion Bank | 8,502,265 | $8.24 億 | 1.57% | −3,310,088−28.0% | 減碼 |
| 1832 Asset Management L.P. | 7,392,006 | $7.17 億 | 1.28% | −173,039−2.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 6,838,171 | $6.65 億 | 0.58% | +2,044,862+42.7% | 加碼 |
| Jarislowsky, Fraser Ltd | 6,711,773 | $6.51 億 | 3.81% | +426,442+6.8% | 加碼 |
| Beutel, Goodman & Co Ltd. | 6,616,614 | $6.42 億 | 3.49% | +704,197+11.9% | 加碼 |
| CIBC Asset Management Inc | 6,371,405 | $6.21 億 | 2.04% | −256,929−3.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $5.26 億 | 1.09% | 00.0% | 不變 |
| FMR LLC | 5,208,431 | $5.06 億 | 0.03% | +161,710+3.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,927,693 | $4.76 億 | 2.43% | −162,328−3.2% | 減碼 |
| Geode Capital Management, LLC | 4,297,626 | $4.22 億 | 0.03% | +975,777+29.4% | 加碼 |
| Legal & General Group Plc | 4,244,870 | $4.12 億 | 0.11% | +97,566+2.4% | 加碼 |
| Fiera Capital Corp | 3,701,814 | $3.59 億 | 1.13% | +248,096+7.2% | 加碼 |
| JPMorgan Chase & Co | 3,634,988 | $3.53 億 | 0.03% | +307,523+9.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,604,088 | $3.50 億 | 0.08% | +46,056+1.3% | 加碼 |
| Scotia Capital Inc. | 3,493,410 | $3.38 億 | 1.78% | +50,317+1.5% | 加碼 |
| TD Waterhouse Canada Inc. | 2,653,260 | $2.57 億 | 2.07% | +176,715+7.1% | 加碼 |
| Canada Pension Plan Investment Board | 2,207,553 | $2.14 億 | 0.20% | −318,022−12.6% | 減碼 |
| FIL Ltd | 2,169,083 | $2.11 億 | 0.20% | +445,303+25.8% | 加碼 |
| Guardian Capital LP | 2,151,876 | $2.09 億 | 7.76% | −6,137−0.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,913,716 | $1.86 億 | 0.03% | +64,799+3.5% | 加碼 |
| Letko, Brosseau & Associates Inc | 1,878,964 | $1.82 億 | 3.52% | −40,986−2.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,827,757 | $1.77 億 | 0.80% | −157,299−7.9% | 減碼 |
| Bank of America Corp | 1,743,745 | $1.69 億 | 0.02% | −367,201−17.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,625,441 | $1.58 億 | 0.34% | −2,624,111−61.8% | 減碼 |
| Massachusetts Financial Services Co | 1,608,452 | $1.56 億 | 0.05% | −23,166−1.4% | 減碼 |
| Nuveen Asset Management, LLC | 1,579,064 | $1.53 億 | 0.04% | +2,522+0.2% | 加碼 |
| Morgan Stanley | 1,534,257 | $1.49 億 | 0.01% | −571,931−27.2% | 減碼 |
| Clearbridge Investments, LLC | 1,465,507 | $1.43 億 | 0.12% | −30,392−2.0% | 減碼 |
| Alberta Investment Management Corp | 1,392,000 | $1.35 億 | 0.90% | +3,600+0.3% | 加碼 |
| Newport Trust Co | 1,383,319 | $1.34 億 | 0.33% | −5,261−0.4% | 減碼 |
| Goldman Sachs Group Inc | 1,360,444 | $1.32 億 | 0.03% | −485,546−26.3% | 減碼 |
| Cardinal Capital Management, Inc. | 1,286,702 | $1.25 億 | 4.24% | −11,925−0.9% | 減碼 |
| Federated Hermes, Inc. | 1,160,494 | $1.13 億 | 0.25% | +1,089,199+1,527.7% | 加碼 |
| MUFG Securities (Canada), Ltd. | 1,114,100 | $1.08 億 | 3.90% | +466,755+72.1% | 加碼 |
| Invesco Ltd. | 1,094,053 | $1.06 億 | 0.02% | +288,529+35.8% | 加碼 |
| Addenda Capital Inc. | 760,614 | $1.06 億 | 3.75% | +39,848+5.5% | 加碼 |
| Agf Management Ltd | 980,773 | $1.06 億 | 0.53% | −614,936−38.5% | 減碼 |
| Aviso Financial Inc. | 1,027,872 | $9,976 萬 | 5.04% | +23,681+2.4% | 加碼 |
| Deutsche Bank AG | 1,016,659 | $9,867 萬 | 0.04% | +76,720+8.2% | 加碼 |
| UBS Asset Management Americas Inc | 935,625 | $9,080 萬 | 0.02% | −3,718−0.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 882,705 | $8,565 萬 | 0.09% | +458,504+108.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 817,796 | $7,933 萬 | 0.06% | −659,039−44.6% | 減碼 |
| Intact Investment Management Inc. | 797,460 | $7,741 萬 | 2.70% | +209,251+35.6% | 加碼 |
| Amundi | 738,167 | $7,267 萬 | 0.03% | +166,062+29.0% | 加碼 |
| Bank of New York Mellon Corp | 708,767 | $6,879 萬 | 0.01% | +40,135+6.0% | 加碼 |
| Voloridge Investment Management, LLC | 656,919 | $6,375 萬 | 0.23% | −84,553−11.4% | 減碼 |
| BlackRock, Inc. | 601,456 | $5,837 萬 | 0.00% | +40,341+7.2% | 加碼 |
| Northern Trust Corp | 537,809 | $5,219 萬 | 0.01% | +228,983+74.1% | 加碼 |
| Two Sigma Investments, LP | 507,340 | $4,924 萬 | 0.11% | −340,552−40.2% | 減碼 |
| Bank of Nova Scotia Trust Co | 503,614 | $4,888 萬 | 5.16% | +5,393+1.1% | 加碼 |
| Raymond James Financial Inc | 498,232 | $4,835 萬 | 0.02% | +498,232 | 新進 |
| Great West Life Assurance Co | 480,066 | $4,646 萬 | 0.08% | −3,342−0.7% | 減碼 |
| Korea Investment CORP | 478,191 | $4,640 萬 | 0.11% | +12,052+2.6% | 加碼 |
| HSBC Holdings PLC | 460,970 | $4,473 萬 | 0.03% | +121,045+35.6% | 加碼 |
| Envestnet Asset Management Inc | 460,720 | $4,471 萬 | 0.01% | +400,558+665.8% | 加碼 |
| British Columbia Investment Management Corp | 453,454 | $4,397 萬 | 0.26% | −2,716,154−85.7% | 減碼 |
| Wells Fargo & Company | 452,086 | $4,387 萬 | 0.01% | +372,977+471.5% | 加碼 |
| First Trust Advisors LP | 447,435 | $4,342 萬 | 0.04% | −85,146−16.0% | 減碼 |
| Aviva PLC | 439,079 | $4,254 萬 | 0.11% | +95,848+27.9% | 加碼 |
| State of Tennessee, Treasury Department | 418,328 | $4,059 萬 | 0.15% | +867+0.2% | 加碼 |
| Hillsdale Investment Management Inc. | 415,034 | $4,025 萬 | 2.04% | +396,687+2,162.1% | 加碼 |
| APG Asset Management N.V. | 397,200 | $3,722 萬 | 0.10% | +397,200 | 新進 |
| Guardian Partners Inc. | 377,671 | $3,713 萬 | 3.78% | +377,671 | 新進 |
| Pictet Asset Management Holding SA | 380,900 | $3,696 萬 | 0.04% | +61,076+19.1% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 356,924 | $3,461 萬 | 2.53% | +142,854+66.7% | 加碼 |
| Franklin Resources Inc | 334,333 | $3,242 萬 | 0.01% | +7,823+2.4% | 加碼 |
| LPL Financial LLC | 324,268 | $3,147 萬 | 0.01% | +238,193+276.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,338 | $2,827 萬 | 0.08% | +19,147+7.0% | 加碼 |
| UBS Group AG | 271,717 | $2,637 萬 | 0.01% | −97,640−26.4% | 減碼 |
| Citigroup Inc | 271,694 | $2,636 萬 | 0.03% | +106,546+64.5% | 加碼 |
| Millennium Management LLC | 268,224 | $2,603 萬 | 0.02% | +192,257+253.1% | 加碼 |
| Canerector Inc | 125,000 | $2,389 萬 | 11.59% | +125,000 | 新進 |
| Russell Investments Group, Ltd. | 238,353 | $2,312 萬 | 0.03% | +27,554+13.1% | 加碼 |
| Cidel Asset Management Inc | 233,896 | $2,270 萬 | 1.53% | −15,075−6.1% | 減碼 |
| Stifel Financial Corp | 231,195 | $2,244 萬 | 0.02% | +84,963+58.1% | 加碼 |
| Rempart Asset Management Inc. | 225,823 | $2,187 萬 | 4.35% | +1,380+0.6% | 加碼 |
| Omers Administration Corp | 219,955 | $2,134 萬 | 0.19% | 00.0% | 不變 |
| Van Eck Associates Corp | 195,213 | $1,894 萬 | 0.02% | +4,958+2.6% | 加碼 |
| American Century Companies Inc | 194,218 | $1,886 萬 | 0.01% | +14,351+8.0% | 加碼 |
| Dorchester Wealth Management Co | 183,463 | $1,767 萬 | 3.52% | +788+0.4% | 加碼 |
| Jane Street Group, LLC | 181,270 | $1,759 萬 | 0.03% | +102,442+130.0% | 加碼 |
| Forsta Ap-Fonden | 173,000 | $1,679 萬 | 0.12% | −8,600−4.7% | 減碼 |
| Two Sigma Advisers, LP | 163,398 | $1,586 萬 | 0.04% | +69,500+74.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 162,729 | $1,579 萬 | 0.12% | −48,600−23.0% | 減碼 |
| Wellington Management Group LLP | 162,503 | $1,577 萬 | 0.00% | +36,931+29.4% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 161,418 | $1,566 萬 | 0.09% | +161,418 | 新進 |
| Burgundy Asset Management Ltd. | 160,000 | $1,552 萬 | 0.16% | 00.0% | 不變 |
| Mn Services Vermogensbeheer B.V. | 157,500 | $1,528 萬 | 0.10% | +2,400+1.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 153,570 | $1,489 萬 | 0.13% | +10,024+7.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 144,108 | $1,397 萬 | 0.38% | +28,243+24.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 144,747 | $1,390 萬 | 0.03% | 00.0% | 不變 |