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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 39,703 | $379.5 萬 | 0.74% | −35−0.1% | 減碼 |
| Rathbone Brothers plc | 42,354 | $404.4 萬 | 0.02% | −189−0.4% | 減碼 |
| Renaissance Technologies LLC | 45,195 | $431.7 萬 | 0.01% | +45,195 | 新進 |
| Bridgewater Associates, LP | 46,941 | $448.2 萬 | 0.02% | +46,941 | 新進 |
| Ensign Peak Advisors, Inc | 47,229 | $450.9 萬 | 0.01% | −4,500−8.7% | 減碼 |
| Allianz Asset Management GmbH | 48,427 | $462.4 萬 | 0.01% | +2,009+4.3% | 加碼 |
| Creative Planning | 49,304 | $470.9 萬 | 0.00% | +3,304+7.2% | 加碼 |
| Mariner, LLC | 49,668 | $474.4 萬 | 0.01% | −510−1.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,807 | $485.1 萬 | 0.02% | +6,398+14.4% | 加碼 |
| Natixis Advisors, L.P. | 51,179 | $488.8 萬 | 0.01% | +15,004+41.5% | 加碼 |
| Romano Brothers and Company | 51,433 | $491.2 萬 | 0.64% | −500−1.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 52,135 | $497.9 萬 | 0.06% | −240.0% | 減碼 |
| Dana Investment Advisors, Inc. | 52,258 | $499.1 萬 | 0.18% | −950−1.8% | 減碼 |
| Ossiam | 52,468 | $501.0 萬 | 0.07% | −1,147−2.1% | 減碼 |
| Commonwealth Equity Services, LLC | 55,150 | $526.7 萬 | 0.01% | −524−0.9% | 減碼 |
| Northwest Bancshares, Inc. | 55,556 | $530.6 萬 | 0.98% | −1,163−2.1% | 減碼 |
| Cetera Investment Advisers | 55,872 | $533.6 萬 | 0.01% | +127+0.2% | 加碼 |
| PCJ Investment Counsel Ltd. | 56,870 | $543.2 萬 | 2.12% | +12,830+29.1% | 加碼 |
| Alliancebernstein L.P. | 57,800 | $552.0 萬 | 0.00% | +3,269+6.0% | 加碼 |
| M&T Bank Corp | 58,420 | $558.0 萬 | 0.02% | −1,045−1.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 59,336 | $566.7 萬 | 0.01% | −61−0.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 41,902 | $575.8 萬 | 0.20% | +40,403+2,695.3% | 加碼 |
| Zions Bancorporation, National Association | 61,130 | $583.9 萬 | 0.37% | +61,130 | 新進 |
| Ameriprise Financial Inc | 52,533 | $597.3 萬 | 0.00% | +613+1.2% | 加碼 |
| Avanza Fonder AB | 44,232 | $618.2 萬 | 0.20% | +1,900+4.5% | 加碼 |
| PEAK6 LLC | 65,876 | $629.2 萬 | 0.25% | +65,876 | 新進 |
| Public Employees Retirement System of Ohio | 65,966 | $629.9 萬 | 0.02% | −3,266−4.7% | 減碼 |
| Maryland State Retirement & Pension System | 68,377 | $652.8 萬 | 0.16% | +25,284+58.7% | 加碼 |
| St Germain D J Co Inc | 68,820 | $657.3 萬 | 0.31% | −4,402−6.0% | 減碼 |
| Public Sector Pension Investment Board | 70,318 | $671.4 萬 | 0.03% | +300+0.4% | 加碼 |
| Citadel Advisors LLC | 70,829 | $676.5 萬 | 0.01% | +6,567+10.2% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 74,131 | $708.6 萬 | 2.07% | +5,191+7.5% | 加碼 |
| Janus Henderson Group PLC | 74,363 | $710.6 萬 | 0.00% | −2,400−3.1% | 減碼 |
| Utah Retirement Systems | 81,172 | $775.0 萬 | 0.09% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 87,184 | $832.8 萬 | 0.06% | +21,487+32.7% | 加碼 |
| Claret Asset Management Corp | 87,422 | $834.9 萬 | 1.20% | +87,422 | 新進 |
| Truist Financial Corp | 92,080 | $879.5 萬 | 0.01% | +426+0.5% | 加碼 |
| Macquarie Group Ltd | 66,433 | $906.1 萬 | 0.01% | +64,809+3,990.7% | 加碼 |
| American Assets Investment Management, LLC | 96,000 | $916.9 萬 | 0.80% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 99,450 | $949.8 萬 | 0.05% | +2,463+2.5% | 加碼 |
| Intech Investment Management LLC | 104,254 | $995.4 萬 | 0.10% | +24,044+30.0% | 加碼 |
| Man Group plc | 106,270 | $1,015 萬 | 0.03% | +53,513+101.4% | 加碼 |
| USS Investment Management Ltd | 109,005 | $1,040 萬 | 0.08% | 00.0% | 不變 |
| AXA S.A. | 112,570 | $1,075 萬 | 0.04% | +73,685+189.5% | 加碼 |
| Vontobel Holding Ltd. | 113,519 | $1,084 萬 | 0.04% | 00.0% | 不變 |
| Capital Fund Management S.A. | 113,889 | $1,088 萬 | 0.14% | −14,606−11.4% | 減碼 |
| Pinnacle Financial Partners Inc | 115,007 | $1,098 萬 | 0.22% | −25,684−18.3% | 減碼 |
| AMF Pensionsforsakring AB | 114,887 | $1,105 萬 | 0.08% | 00.0% | 不變 |
| Barometer Capital Management Inc. | 81,722 | $1,110 萬 | 4.13% | +81,722 | 新進 |
| Neuberger Berman Group LLC | 127,473 | $1,217 萬 | 0.01% | −7,236−5.4% | 減碼 |
| Wellington Management Group LLP | 131,906 | $1,259 萬 | 0.00% | −30,597−18.8% | 減碼 |
| Generali Asset Management SPA SGR | 92,962 | $1,277 萬 | 0.31% | +21,381+29.9% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 134,900 | $1,288 萬 | 0.10% | −22,600−14.3% | 減碼 |
| Investment Management Corp of Ontario | 142,020 | $1,356 萬 | 0.28% | +19,237+15.7% | 加碼 |
| Triasima Portfolio Management inc. | 143,072 | $1,366 萬 | 2.69% | +140,957+6,664.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 144,907 | $1,369 萬 | 0.03% | +160+0.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 145,829 | $1,392 萬 | 0.12% | −16,900−10.4% | 減碼 |
| Qube Research & Technologies Ltd | 154,353 | $1,474 萬 | 0.02% | +15,800+11.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 158,043 | $1,509 萬 | 0.12% | +4,473+2.9% | 加碼 |
| Jane Street Group, LLC | 160,757 | $1,535 萬 | 0.03% | −20,513−11.3% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 162,496 | $1,552 萬 | 0.10% | +1,078+0.7% | 加碼 |
| Canerector Inc | 125,000 | $1,718 萬 | 13.32% | 00.0% | 不變 |
| Cardinal Point Capital Management, ULC | 183,378 | $1,742 萬 | 1.60% | +183,378 | 新進 |
| SIG North Trading, ULC | 188,630 | $1,802 萬 | 3.67% | +176,262+1,425.1% | 加碼 |
| American Century Companies Inc | 196,451 | $1,876 萬 | 0.01% | +2,233+1.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 202,639 | $1,936 萬 | 0.53% | +58,531+40.6% | 加碼 |
| Forsta Ap-Fonden | 208,400 | $1,990 萬 | 0.15% | +35,400+20.5% | 加碼 |
| Omers Administration Corp | 219,955 | $2,100 萬 | 0.18% | 00.0% | 不變 |
| Rempart Asset Management Inc. | 223,843 | $2,138 萬 | 4.41% | −1,980−0.9% | 減碼 |
| Citigroup Inc | 231,752 | $2,213 萬 | 0.02% | −39,942−14.7% | 減碼 |
| Cidel Asset Management Inc | 237,194 | $2,265 萬 | 1.48% | +3,298+1.4% | 加碼 |
| Millennium Management LLC | 238,662 | $2,281 萬 | 0.02% | −29,562−11.0% | 減碼 |
| Montrusco Bolton Investments Inc. | 242,313 | $2,314 萬 | 0.30% | +242,313 | 新進 |
| Stifel Financial Corp | 242,512 | $2,316 萬 | 0.02% | +11,317+4.9% | 加碼 |
| Russell Investments Group, Ltd. | 259,852 | $2,478 萬 | 0.03% | +21,499+9.0% | 加碼 |
| Van Eck Associates Corp | 277,461 | $2,650 萬 | 0.03% | +82,248+42.1% | 加碼 |
| Intact Investment Management Inc. | 291,070 | $2,780 萬 | 0.95% | −506,390−63.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 305,921 | $2,921 萬 | 0.08% | +14,583+5.0% | 加碼 |
| Bessemer Group Inc | 323,226 | $3,090 萬 | 0.06% | +299,115+1,240.6% | 加碼 |
| Guardian Partners Inc. | 349,913 | $3,178 萬 | 3.28% | −27,758−7.3% | 減碼 |
| Franklin Resources Inc | 338,918 | $3,237 萬 | 0.01% | +4,585+1.4% | 加碼 |
| LPL Financial LLC | 352,524 | $3,367 萬 | 0.01% | +28,256+8.7% | 加碼 |
| APG Asset Management N.V. | 397,100 | $3,510 萬 | 0.11% | −1000.0% | 減碼 |
| HSBC Holdings PLC | 380,139 | $3,628 萬 | 0.02% | −80,831−17.5% | 減碼 |
| Pictet Asset Management Holding SA | 398,858 | $3,808 萬 | 0.04% | +17,958+4.7% | 加碼 |
| State of Tennessee, Treasury Department | 418,739 | $3,998 萬 | 0.15% | +411+0.1% | 加碼 |
| First Trust Advisors LP | 430,568 | $4,112 萬 | 0.04% | −16,867−3.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 432,150 | $4,127 萬 | 0.05% | −450,555−51.0% | 減碼 |
| Korea Investment CORP | 459,216 | $4,385 萬 | 0.11% | −18,975−4.0% | 減碼 |
| Two Sigma Investments, LP | 463,940 | $4,431 萬 | 0.10% | −43,400−8.6% | 減碼 |
| Envestnet Asset Management Inc | 464,123 | $4,433 萬 | 0.01% | +3,403+0.7% | 加碼 |
| Wells Fargo & Company | 464,762 | $4,443 萬 | 0.01% | +12,676+2.8% | 加碼 |
| Great West Life Assurance Co | 477,649 | $4,560 萬 | 0.08% | −2,417−0.5% | 減碼 |
| Voloridge Investment Management, LLC | 487,826 | $4,659 萬 | 0.17% | −169,093−25.7% | 減碼 |
| Raymond James Financial Inc | 493,213 | $4,711 萬 | 0.02% | −5,019−1.0% | 減碼 |
| Bank of Nova Scotia Trust Co | 506,324 | $4,836 萬 | 5.16% | +2,710+0.5% | 加碼 |
| Value Partners Investments Inc. | 508,135 | $4,857 萬 | 4.19% | +451,881+803.3% | 加碼 |
| Aviva PLC | 510,412 | $4,878 萬 | 0.12% | +71,333+16.2% | 加碼 |
| Nuveen, LLC | 545,351 | $5,207 萬 | 0.02% | +545,351 | 新進 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 563,083 | $5,378 萬 | 3.98% | +206,159+57.8% | 加碼 |