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 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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,534,257 | $1.49 億 | 0.01% | −571,931−27.2% | 減碼 |
| Nuveen Asset Management, LLC | 1,579,064 | $1.53 億 | 0.04% | +2,522+0.2% | 加碼 |
| Massachusetts Financial Services Co | 1,608,452 | $1.56 億 | 0.05% | −23,166−1.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,625,441 | $1.58 億 | 0.34% | −2,624,111−61.8% | 減碼 |
| Bank of America Corp | 1,743,745 | $1.69 億 | 0.02% | −367,201−17.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,827,757 | $1.77 億 | 0.80% | −157,299−7.9% | 減碼 |
| Letko, Brosseau & Associates Inc | 1,878,964 | $1.82 億 | 3.52% | −40,986−2.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,913,716 | $1.86 億 | 0.03% | +64,799+3.5% | 加碼 |
| Guardian Capital LP | 2,151,876 | $2.09 億 | 7.76% | −6,137−0.3% | 減碼 |
| FIL Ltd | 2,169,083 | $2.11 億 | 0.20% | +445,303+25.8% | 加碼 |
| Canada Pension Plan Investment Board | 2,207,553 | $2.14 億 | 0.20% | −318,022−12.6% | 減碼 |
| TD Waterhouse Canada Inc. | 2,653,260 | $2.57 億 | 2.07% | +176,715+7.1% | 加碼 |
| Scotia Capital Inc. | 3,493,410 | $3.38 億 | 1.78% | +50,317+1.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,604,088 | $3.50 億 | 0.08% | +46,056+1.3% | 加碼 |
| JPMorgan Chase & Co | 3,634,988 | $3.53 億 | 0.03% | +307,523+9.2% | 加碼 |
| Fiera Capital Corp | 3,701,814 | $3.59 億 | 1.13% | +248,096+7.2% | 加碼 |
| Legal & General Group Plc | 4,244,870 | $4.12 億 | 0.11% | +97,566+2.4% | 加碼 |
| Geode Capital Management, LLC | 4,297,626 | $4.22 億 | 0.03% | +975,777+29.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,927,693 | $4.76 億 | 2.43% | −162,328−3.2% | 減碼 |
| FMR LLC | 5,208,431 | $5.06 億 | 0.03% | +161,710+3.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $5.26 億 | 1.09% | 00.0% | 不變 |
| CIBC Asset Management Inc | 6,371,405 | $6.21 億 | 2.04% | −256,929−3.9% | 減碼 |
| Beutel, Goodman & Co Ltd. | 6,616,614 | $6.42 億 | 3.49% | +704,197+11.9% | 加碼 |
| Jarislowsky, Fraser Ltd | 6,711,773 | $6.51 億 | 3.81% | +426,442+6.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,838,171 | $6.65 億 | 0.58% | +2,044,862+42.7% | 加碼 |
| 1832 Asset Management L.P. | 7,392,006 | $7.17 億 | 1.28% | −173,039−2.3% | 減碼 |
| Toronto Dominion Bank | 8,502,265 | $8.24 億 | 1.57% | −3,310,088−28.0% | 減碼 |
| Bank of Nova Scotia | 8,907,412 | $8.65 億 | 1.51% | −5,117,079−36.5% | 減碼 |
| Norges Bank | 10,464,521 | $10.1 億 | 0.13% | +15,035+0.1% | 加碼 |
| Mackenzie Financial Corp | 12,215,628 | $11.8 億 | 1.61% | +1,630,962+15.4% | 加碼 |
| National Bank of Canada | 13,748,503 | $13.4 億 | 1.73% | −1,8620.0% | 減碼 |
| CIBC World Markets Inc. | 16,411,822 | $15.9 億 | 3.67% | +416,375+2.6% | 加碼 |
| TD Asset Management Inc | 17,615,141 | $17.1 億 | 1.51% | +486,984+2.8% | 加碼 |
| Bank of Montreal | 29,873,166 | $29.0 億 | 1.46% | +2,180,554+7.9% | 加碼 |
| Vanguard Group Inc | 30,494,749 | $29.6 億 | 0.05% | +576,744+1.9% | 加碼 |
| Royal Bank of Canada | 60,556,961 | $58.8 億 | 1.27% | +5,231,841+9.5% | 加碼 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −500,000−100.0% | 清倉 |
| Capital International Investors | 0 | $0 | 0.00% | −619,029−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −208,609−100.0% | 清倉 |
| Capital International Inc | 0 | $0 | 0.00% | −156,209−100.0% | 清倉 |
| NewGen Asset Management Ltd | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −27,596−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −20,118−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,359−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,465−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,130−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,912−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −10,041−100.0% | 清倉 |
| Portland Investment Counsel Inc. | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Veriti Management LLC | 0 | $0 | 0.00% | −7,646−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,477−100.0% | 清倉 |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −4,277−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,933−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,632−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −3,041−100.0% | 清倉 |
| Murchinson Ltd. | 0 | $0 | 0.00% | −2,706−100.0% | 清倉 |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −2,542−100.0% | 清倉 |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −2,436−100.0% | 清倉 |
| REDW Wealth LLC | 0 | $0 | 0.00% | −2,220−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,204−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −338−100.0% | 清倉 |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| SWAN Capital LLC | 0 | $0 | 0.00% | −129−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Wells Financial Advisors INC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| NVWM, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Guardian Capital Advisors LP | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| SpiderRock Advisors, LLC | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Alera Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Pegasus Partners Ltd. | – | – | – | – | 本季未申報 |
| WFA of San Diego, LLC | – | – | – | – | 本季未申報 |