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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 140,691 | $1,365 萬 | 0.28% | −37,197−20.9% | 減碼 |
| Qube Research & Technologies Ltd | 138,553 | $1,343 萬 | 0.02% | +138,553 | 新進 |
| Neuberger Berman Group LLC | 134,709 | $1,307 萬 | 0.01% | +11,121+9.0% | 加碼 |
| Capital Fund Management S.A. | 128,495 | $1,247 萬 | 0.12% | +49,435+62.5% | 加碼 |
| Investment Management Corp of Ontario | 122,783 | $1,192 萬 | 0.39% | −2,807−2.2% | 減碼 |
| AMF Pensionsforsakring AB | 114,887 | $1,122 萬 | 0.08% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 113,519 | $1,101 萬 | 0.04% | −14,300−11.2% | 減碼 |
| USS Investment Management Ltd | 109,005 | $1,056 萬 | 0.08% | 00.0% | 不變 |
| Generali Asset Management SPA SGR | 71,581 | $998.9 萬 | 0.26% | +71,581 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 96,987 | $939.6 萬 | 0.04% | +1,800+1.9% | 加碼 |
| American Assets Investment Management, LLC | 96,000 | $931.7 萬 | 0.76% | 00.0% | 不變 |
| Truist Financial Corp | 91,654 | $889.5 萬 | 0.01% | +73,216+397.1% | 加碼 |
| Utah Retirement Systems | 81,172 | $787.6 萬 | 0.09% | 00.0% | 不變 |
| Intech Investment Management LLC | 80,210 | $778.3 萬 | 0.08% | −26,886−25.1% | 減碼 |
| Janus Henderson Group PLC | 76,763 | $744.5 萬 | 0.00% | +5,600+7.9% | 加碼 |
| St Germain D J Co Inc | 73,222 | $710.6 萬 | 0.32% | −2,141−2.8% | 減碼 |
| Public Sector Pension Investment Board | 70,018 | $679.4 萬 | 0.03% | −25,413−26.6% | 減碼 |
| Public Employees Retirement System of Ohio | 69,232 | $671.9 萬 | 0.02% | +69,232 | 新進 |
| Lorne Steinberg Wealth Management Inc. | 68,940 | $668.6 萬 | 1.94% | −301−0.4% | 減碼 |
| Swiss Life Asset Management Ltd | 65,697 | $636.5 萬 | 0.05% | +58,449+806.4% | 加碼 |
| Waratah Capital Advisors Ltd. | 64,983 | $630.7 萬 | 0.35% | +64,983 | 新進 |
| Citadel Advisors LLC | 64,262 | $623.7 萬 | 0.01% | −367,674−85.1% | 減碼 |
| Avanza Fonder AB | 42,332 | $590.7 萬 | 0.18% | +42,332 | 新進 |
| M&T Bank Corp | 59,465 | $577.1 萬 | 0.02% | +1,842+3.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 59,397 | $576.4 萬 | 0.01% | +8,865+17.5% | 加碼 |
| Zions Bancorporation, N.A. | 59,377 | $576.3 萬 | 0.36% | +59,200+33,446.3% | 加碼 |
| Ameriprise Financial Inc | 51,920 | $571.9 萬 | 0.00% | −8,794−14.5% | 減碼 |
| Northwest Bancshares, Inc. | 56,719 | $550.5 萬 | 1.02% | −6,774−10.7% | 減碼 |
| Value Partners Investments Inc. | 56,254 | $545.6 萬 | 3.08% | −704,270−92.6% | 減碼 |
| Cetera Investment Advisers | 55,745 | $541.0 萬 | 0.01% | +36,195+185.1% | 加碼 |
| Commonwealth Equity Services, LLC | 55,674 | $540.3 萬 | 0.01% | +988+1.8% | 加碼 |
| Alliancebernstein L.P. | 54,531 | $529.2 萬 | 0.00% | −270.0% | 減碼 |
| Ossiam | 53,615 | $520.2 萬 | 0.09% | −23,583−30.5% | 減碼 |
| Dana Investment Advisors, Inc. | 53,208 | $516.4 萬 | 0.17% | −135−0.3% | 減碼 |
| Man Group plc | 52,757 | $512.0 萬 | 0.02% | +18,075+52.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 52,159 | $506.2 萬 | 0.06% | +415+0.8% | 加碼 |
| Romano Brothers and Company | 51,933 | $504.0 萬 | 0.64% | +400+0.8% | 加碼 |
| Ensign Peak Advisors, Inc | 51,729 | $501.9 萬 | 0.01% | 00.0% | 不變 |
| Mariner, LLC | 50,178 | $487.0 萬 | 0.01% | +3,709+8.0% | 加碼 |
| Assenagon Asset Management S.A. | 49,433 | $479.7 萬 | 0.01% | −1,249−2.5% | 減碼 |
| United Services Automobile Association | 23,798 | $476.6 萬 | 0.16% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 46,418 | $450.4 萬 | 0.01% | +260+0.6% | 加碼 |
| Creative Planning | 46,000 | $446.4 萬 | 0.00% | +11,769+34.4% | 加碼 |
| NBT Bank N A | 45,836 | $444.8 萬 | 0.31% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 44,409 | $430.9 萬 | 0.01% | +44,409 | 新進 |
| PCJ Investment Counsel Ltd. | 44,040 | $427.0 萬 | 1.44% | +44,040 | 新進 |
| Maryland State Retirement & Pension System | 43,093 | $418.2 萬 | 0.09% | +210+0.5% | 加碼 |
| Rathbone Brothers plc | 42,543 | $412.8 萬 | 0.02% | −5,560−11.6% | 減碼 |
| K.J. Harrison & Partners Inc | 39,738 | $385.3 萬 | 0.60% | −353−0.9% | 減碼 |
| AXA S.A. | 38,885 | $377.4 萬 | 0.01% | −161,315−80.6% | 減碼 |
| Twin Tree Management, LP | 38,300 | $371.7 萬 | 0.09% | −11,795−23.5% | 減碼 |
| Vertex Planning Partners, LLC | 37,990 | $368.7 萬 | 0.81% | −6,938−15.4% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 25,741 | $359.2 萬 | 1.24% | +25,741 | 新進 |
| Baird Financial Group, Inc. | 36,857 | $357.7 萬 | 0.01% | +291+0.8% | 加碼 |
| Natixis Advisors, L.P. | 36,175 | $351.1 萬 | 0.01% | +5,185+16.7% | 加碼 |
| Pinnacle Associates Ltd | 33,600 | $326.1 萬 | 0.04% | +13,100+63.9% | 加碼 |
| MML Investors Services, LLC | 33,361 | $323.8 萬 | 0.01% | +24,874+293.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 33,158 | $322.0 萬 | 0.06% | +33,158 | 新進 |
| Wolverine Trading, LLC | 30,994 | $300.3 萬 | 0.07% | +11,501+59.0% | 加碼 |
| Rodgers Brothers Inc. | 30,900 | $299.9 萬 | 0.39% | +17,875+137.2% | 加碼 |
| Harvest Portfolios Group Inc. | 30,688 | $297.9 萬 | 0.10% | −1,124−3.5% | 減碼 |
| Davenport & Co LLC | 28,981 | $281.3 萬 | 0.02% | +28,981 | 新進 |
| Silver Lake Advisory, LLC | 28,741 | $278.9 萬 | 1.23% | −1,486−4.9% | 減碼 |
| Metis Global Partners, LLC | 27,184 | $263.9 萬 | 0.08% | +1,402+5.4% | 加碼 |
| US Bancorp | 25,257 | $245.1 萬 | 0.00% | +6,194+32.5% | 加碼 |
| Janney Montgomery Scott LLC | 24,958 | $242.2 萬 | 0.01% | +14,584+140.6% | 加碼 |
| Advisor Group Holdings, Inc. | 24,816 | $241.1 萬 | 0.01% | +603+2.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 24,321 | $236.0 萬 | 0.00% | +14,658+151.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 24,130 | $234.2 萬 | 0.04% | −2,773−10.3% | 減碼 |
| Bessemer Group Inc | 24,111 | $233.8 萬 | 0.00% | −769−3.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $229.9 萬 | 0.02% | 00.0% | 不變 |
| CI Private Wealth, LLC | 23,379 | $226.9 萬 | 0.00% | +2,264+10.7% | 加碼 |
| TD Private Client Wealth LLC | 22,782 | $221.1 萬 | 0.06% | +22,782 | 新進 |
| HighTower Advisors, LLC | 22,296 | $216.4 萬 | 0.00% | +2,322+11.6% | 加碼 |
| JustInvest LLC | 21,587 | $209.5 萬 | 0.03% | +2,536+13.3% | 加碼 |
| Private Advisor Group, LLC | 21,371 | $207.4 萬 | 0.01% | +277+1.3% | 加碼 |
| Gold Investment Management Ltd. | 21,148 | $205.3 萬 | 0.87% | +243+1.2% | 加碼 |
| Resources Management Corp | 20,140 | $195.5 萬 | 0.27% | −284−1.4% | 減碼 |
| UniSuper Management Pty Ltd | 14,000 | $195.4 萬 | 0.01% | −3,500−20.0% | 減碼 |
| Anson Funds Management LP | 20,000 | $194.0 萬 | 0.24% | +20,000 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 19,612 | $190.3 萬 | 0.01% | +19,612 | 新進 |
| Credit Agricole S A | 18,781 | $182.3 萬 | 0.01% | −126−0.7% | 減碼 |
| Columbus Macro, LLC | 18,521 | $179.7 萬 | 0.25% | +18,521 | 新進 |
| Pinebridge Investments, L.P. | 12,813 | $178.8 萬 | 0.01% | −1,674−11.6% | 減碼 |
| Naples Global Advisors, LLC | 18,215 | $176.8 萬 | 0.17% | +4,165+29.6% | 加碼 |
| Employees Provident Fund Board | 18,200 | $176.6 萬 | 0.02% | 00.0% | 不變 |
| NorthRock Partners, LLC | 17,941 | $174.1 萬 | 0.06% | −15−0.1% | 減碼 |
| Algert Global LLC | 17,509 | $169.8 萬 | 0.04% | +884+5.3% | 加碼 |
| Principal Financial Group Inc | 17,300 | $167.9 萬 | 0.00% | −300−1.7% | 減碼 |
| Gries Financial LLC | 16,512 | $160.2 萬 | 0.28% | −40.0% | 減碼 |
| Wetherby Asset Management Inc | 16,440 | $159.6 萬 | 0.08% | +82+0.5% | 加碼 |
| Quantinno Capital Management LP | 16,215 | $157.4 萬 | 0.02% | +7,093+77.8% | 加碼 |
| Atria Investments LLC | 15,948 | $154.8 萬 | 0.02% | +15,948 | 新進 |
| Turn8 Private Wealth Inc. | 10,905 | $152.2 萬 | 1.08% | +10,905 | 新進 |
| Fulton Bank, N.A. | 14,497 | $140.7 萬 | 0.05% | +14,497 | 新進 |
| Ritholtz Wealth Management | 14,472 | $140.5 萬 | 0.04% | +2,797+24.0% | 加碼 |
| Spartan Fund Management Inc. | 14,200 | $137.8 萬 | 4.60% | +14,200 | 新進 |
| Cumberland Partners Ltd | 13,902 | $134.7 萬 | 0.09% | +3,319+31.4% | 加碼 |
| Curbstone Financial Management Corp | 13,834 | $134.3 萬 | 0.28% | 00.0% | 不變 |
| Shell Asset Management Co | 13,691 | $132.8 萬 | 0.06% | +1,000+7.9% | 加碼 |