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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2025 年第 1 季 13F 持有人
Bank of Montreal 在 2025/3/31 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
- 556
- 較 2024 年第 4 季 +29 家
- 持有股數
- 3.45 億
- 較 2024 年第 4 季 +286.5 萬 (+0.8%)
- 總市值
- $330.4 億
- 較 2024 年第 4 季 −$1.84 億 (−0.6%)
- 新進機構
- 76
- 另有 185 家加碼
- 清倉機構
- 47
- 另有 167 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 57,581,379 | $55.0 億 | 1.23% | −2,975,582−4.9% | 減碼 |
| Vanguard Group Inc | 30,997,776 | $29.6 億 | 0.05% | +503,027+1.6% | 加碼 |
| Bank of Montreal | 30,777,622 | $29.4 億 | 1.57% | +904,456+3.0% | 加碼 |
| TD Asset Management Inc | 17,301,762 | $16.5 億 | 1.52% | −313,379−1.8% | 減碼 |
| CIBC World Markets Inc. | 17,087,920 | $16.3 億 | 3.72% | +676,098+4.1% | 加碼 |
| National Bank of Canada | 13,036,781 | $12.4 億 | 1.46% | −711,722−5.2% | 減碼 |
| Norges Bank | 10,406,807 | $9.94 億 | 0.14% | −57,714−0.6% | 減碼 |
| Mackenzie Financial Corp | 10,169,333 | $9.71 億 | 1.38% | −2,046,295−16.8% | 減碼 |
| Bank of Nova Scotia | 8,409,367 | $8.03 億 | 1.80% | −498,045−5.6% | 減碼 |
| Toronto Dominion Bank | 8,123,939 | $7.76 億 | 1.98% | −378,326−4.4% | 減碼 |
| 1832 Asset Management L.P. | 6,940,637 | $6.63 億 | 1.27% | −451,369−6.1% | 減碼 |
| CIBC Asset Management Inc | 6,631,947 | $6.37 億 | 2.11% | +260,542+4.1% | 加碼 |
| Jarislowsky, Fraser Ltd | 6,549,559 | $6.25 億 | 3.92% | −162,214−2.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 6,080,113 | $5.84 億 | 0.55% | −758,058−11.1% | 減碼 |
| Beutel, Goodman & Co Ltd. | 5,972,658 | $5.70 億 | 3.29% | −643,956−9.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $5.17 億 | 1.09% | 00.0% | 不變 |
| FIL Ltd | 5,187,198 | $4.95 億 | 0.47% | +3,018,115+139.1% | 加碼 |
| Geode Capital Management, LLC | 4,902,978 | $4.77 億 | 0.04% | +605,352+14.1% | 加碼 |
| FMR LLC | 4,972,536 | $4.75 億 | 0.03% | −235,895−4.5% | 減碼 |
| Legal & General Group Plc | 4,332,205 | $4.14 億 | 0.11% | +87,335+2.1% | 加碼 |
| Goldman Sachs Group Inc | 4,083,505 | $3.90 億 | 0.07% | +2,723,061+200.2% | 加碼 |
| JPMorgan Chase & Co | 3,938,484 | $3.76 億 | 0.03% | +303,496+8.3% | 加碼 |
| Fiera Capital Corp | 3,864,901 | $3.69 億 | 1.33% | +163,087+4.4% | 加碼 |
| Canada Pension Plan Investment Board | 3,676,637 | $3.51 億 | 0.34% | +1,469,084+66.5% | 加碼 |
| Bank of America Corp | 3,645,893 | $3.48 億 | 0.03% | +1,902,148+109.1% | 加碼 |
| Dimensional Fund Advisors LP | 3,564,378 | $3.40 億 | 0.08% | −39,710−1.1% | 減碼 |
| Scotia Capital Inc. | 3,463,496 | $3.30 億 | 1.77% | −29,914−0.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,220,279 | $3.07 億 | 1.52% | −1,707,414−34.6% | 減碼 |
| Morgan Stanley | 2,647,317 | $2.53 億 | 0.02% | +1,113,060+72.5% | 加碼 |
| TD Waterhouse Canada Inc. | 2,345,069 | $2.24 億 | 1.83% | −308,191−11.6% | 減碼 |
| Guardian Capital LP | 2,064,127 | $1.97 億 | 7.76% | −87,749−4.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,941,007 | $1.85 億 | 0.03% | +27,291+1.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,930,906 | $1.84 億 | 0.80% | +103,149+5.6% | 加碼 |
| Letko, Brosseau & Associates Inc | 1,826,599 | $1.74 億 | 3.71% | −52,365−2.8% | 減碼 |
| Alberta Investment Management Corp | 1,700,523 | $1.62 億 | 1.11% | +308,523+22.2% | 加碼 |
| Massachusetts Financial Services Co | 1,585,114 | $1.51 億 | 0.05% | −23,338−1.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,432,634 | $1.37 億 | 0.30% | −192,807−11.9% | 減碼 |
| Clearbridge Investments, LLC | 1,392,883 | $1.33 億 | 0.12% | −72,624−5.0% | 減碼 |
| Newport Trust Co | 1,354,442 | $1.29 億 | 0.33% | −28,877−2.1% | 減碼 |
| Federated Hermes, Inc. | 1,197,775 | $1.14 億 | 0.25% | +37,281+3.2% | 加碼 |
| MUFG Securities (Canada), Ltd. | 1,112,032 | $1.06 億 | 3.70% | −2,068−0.2% | 減碼 |
| Cardinal Capital Management, Inc. | 1,108,517 | $1.06 億 | 3.60% | −178,185−13.8% | 減碼 |
| Deutsche Bank AG | 1,079,549 | $1.03 億 | 0.04% | +62,890+6.2% | 加碼 |
| Aviso Financial Inc. | 1,041,732 | $9,952 萬 | 4.91% | +13,860+1.3% | 加碼 |
| Invesco Ltd. | 1,012,257 | $9,668 萬 | 0.02% | −81,796−7.5% | 減碼 |
| UBS Asset Management Americas Inc | 1,002,463 | $9,575 萬 | 0.02% | +66,838+7.1% | 加碼 |
| Addenda Capital Inc. | 692,967 | $9,523 萬 | 3.52% | −67,647−8.9% | 減碼 |
| Bank of New York Mellon Corp | 746,613 | $7,131 萬 | 0.01% | +37,846+5.3% | 加碼 |
| Agf Management Ltd | 634,805 | $7,107 萬 | 0.38% | −345,968−35.3% | 減碼 |
| Amundi | 701,964 | $6,742 萬 | 0.02% | −36,203−4.9% | 減碼 |
| UBS Group AG | 705,409 | $6,737 萬 | 0.01% | +433,692+159.6% | 加碼 |
| Hillsdale Investment Management Inc. | 640,284 | $6,116 萬 | 3.11% | +225,250+54.3% | 加碼 |
| British Columbia Investment Management Corp | 625,140 | $5,971 萬 | 0.37% | +171,686+37.9% | 加碼 |
| BlackRock, Inc. | 622,467 | $5,945 萬 | 0.00% | +21,011+3.5% | 加碼 |
| Northern Trust Corp | 570,798 | $5,452 萬 | 0.01% | +32,989+6.1% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 563,083 | $5,378 萬 | 3.98% | +206,159+57.8% | 加碼 |
| Nuveen, LLC | 545,351 | $5,207 萬 | 0.02% | +545,351 | 新進 |
| Aviva PLC | 510,412 | $4,878 萬 | 0.12% | +71,333+16.2% | 加碼 |
| Value Partners Investments Inc. | 508,135 | $4,857 萬 | 4.19% | +451,881+803.3% | 加碼 |
| Bank of Nova Scotia Trust Co | 506,324 | $4,836 萬 | 5.16% | +2,710+0.5% | 加碼 |
| Raymond James Financial Inc | 493,213 | $4,711 萬 | 0.02% | −5,019−1.0% | 減碼 |
| Voloridge Investment Management, LLC | 487,826 | $4,659 萬 | 0.17% | −169,093−25.7% | 減碼 |
| Great West Life Assurance Co | 477,649 | $4,560 萬 | 0.08% | −2,417−0.5% | 減碼 |
| Wells Fargo & Company | 464,762 | $4,443 萬 | 0.01% | +12,676+2.8% | 加碼 |
| Envestnet Asset Management Inc | 464,123 | $4,433 萬 | 0.01% | +3,403+0.7% | 加碼 |
| Two Sigma Investments, LP | 463,940 | $4,431 萬 | 0.10% | −43,400−8.6% | 減碼 |
| Korea Investment CORP | 459,216 | $4,385 萬 | 0.11% | −18,975−4.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 432,150 | $4,127 萬 | 0.05% | −450,555−51.0% | 減碼 |
| First Trust Advisors LP | 430,568 | $4,112 萬 | 0.04% | −16,867−3.8% | 減碼 |
| State of Tennessee, Treasury Department | 418,739 | $3,998 萬 | 0.15% | +411+0.1% | 加碼 |
| Pictet Asset Management Holding SA | 398,858 | $3,808 萬 | 0.04% | +17,958+4.7% | 加碼 |
| HSBC Holdings PLC | 380,139 | $3,628 萬 | 0.02% | −80,831−17.5% | 減碼 |
| APG Asset Management N.V. | 397,100 | $3,510 萬 | 0.11% | −1000.0% | 減碼 |
| LPL Financial LLC | 352,524 | $3,367 萬 | 0.01% | +28,256+8.7% | 加碼 |
| Franklin Resources Inc | 338,918 | $3,237 萬 | 0.01% | +4,585+1.4% | 加碼 |
| Guardian Partners Inc. | 349,913 | $3,178 萬 | 3.28% | −27,758−7.3% | 減碼 |
| Bessemer Group Inc | 323,226 | $3,090 萬 | 0.06% | +299,115+1,240.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 305,921 | $2,921 萬 | 0.08% | +14,583+5.0% | 加碼 |
| Intact Investment Management Inc. | 291,070 | $2,780 萬 | 0.95% | −506,390−63.5% | 減碼 |
| Van Eck Associates Corp | 277,461 | $2,650 萬 | 0.03% | +82,248+42.1% | 加碼 |
| Russell Investments Group, Ltd. | 259,852 | $2,478 萬 | 0.03% | +21,499+9.0% | 加碼 |
| Stifel Financial Corp | 242,512 | $2,316 萬 | 0.02% | +11,317+4.9% | 加碼 |
| Montrusco Bolton Investments Inc. | 242,313 | $2,314 萬 | 0.30% | +242,313 | 新進 |
| Millennium Management LLC | 238,662 | $2,281 萬 | 0.02% | −29,562−11.0% | 減碼 |
| Cidel Asset Management Inc | 237,194 | $2,265 萬 | 1.48% | +3,298+1.4% | 加碼 |
| Citigroup Inc | 231,752 | $2,213 萬 | 0.02% | −39,942−14.7% | 減碼 |
| Rempart Asset Management Inc. | 223,843 | $2,138 萬 | 4.41% | −1,980−0.9% | 減碼 |
| Omers Administration Corp | 219,955 | $2,100 萬 | 0.18% | 00.0% | 不變 |
| Forsta Ap-Fonden | 208,400 | $1,990 萬 | 0.15% | +35,400+20.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 202,639 | $1,936 萬 | 0.53% | +58,531+40.6% | 加碼 |
| American Century Companies Inc | 196,451 | $1,876 萬 | 0.01% | +2,233+1.1% | 加碼 |
| SIG North Trading, ULC | 188,630 | $1,802 萬 | 3.67% | +176,262+1,425.1% | 加碼 |
| Cardinal Point Capital Management, ULC | 183,378 | $1,742 萬 | 1.60% | +183,378 | 新進 |
| Canerector Inc | 125,000 | $1,718 萬 | 13.32% | 00.0% | 不變 |
| Lansforsakringar Fondforvaltning AB (publ) | 162,496 | $1,552 萬 | 0.10% | +1,078+0.7% | 加碼 |
| Jane Street Group, LLC | 160,757 | $1,535 萬 | 0.03% | −20,513−11.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 158,043 | $1,509 萬 | 0.12% | +4,473+2.9% | 加碼 |
| Qube Research & Technologies Ltd | 154,353 | $1,474 萬 | 0.02% | +15,800+11.4% | 加碼 |
| Varma Mutual Pension Insurance Co | 145,829 | $1,392 萬 | 0.12% | −16,900−10.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 144,907 | $1,369 萬 | 0.03% | +160+0.1% | 加碼 |