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 |
|---|---|---|---|---|---|
| Triasima Portfolio Management inc. | 143,072 | $1,366 萬 | 2.69% | +140,957+6,664.6% | 加碼 |
| Investment Management Corp of Ontario | 142,020 | $1,356 萬 | 0.28% | +19,237+15.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 134,900 | $1,288 萬 | 0.10% | −22,600−14.3% | 減碼 |
| Generali Asset Management SPA SGR | 92,962 | $1,277 萬 | 0.31% | +21,381+29.9% | 加碼 |
| Wellington Management Group LLP | 131,906 | $1,259 萬 | 0.00% | −30,597−18.8% | 減碼 |
| Neuberger Berman Group LLC | 127,473 | $1,217 萬 | 0.01% | −7,236−5.4% | 減碼 |
| Barometer Capital Management Inc. | 81,722 | $1,110 萬 | 4.13% | +81,722 | 新進 |
| AMF Pensionsforsakring AB | 114,887 | $1,105 萬 | 0.08% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 115,007 | $1,098 萬 | 0.22% | −25,684−18.3% | 減碼 |
| Capital Fund Management S.A. | 113,889 | $1,088 萬 | 0.14% | −14,606−11.4% | 減碼 |
| Vontobel Holding Ltd. | 113,519 | $1,084 萬 | 0.04% | 00.0% | 不變 |
| AXA S.A. | 112,570 | $1,075 萬 | 0.04% | +73,685+189.5% | 加碼 |
| USS Investment Management Ltd | 109,005 | $1,040 萬 | 0.08% | 00.0% | 不變 |
| Man Group plc | 106,270 | $1,015 萬 | 0.03% | +53,513+101.4% | 加碼 |
| Intech Investment Management LLC | 104,254 | $995.4 萬 | 0.10% | +24,044+30.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 99,450 | $949.8 萬 | 0.05% | +2,463+2.5% | 加碼 |
| American Assets Investment Management, LLC | 96,000 | $916.9 萬 | 0.80% | 00.0% | 不變 |
| Macquarie Group Ltd | 66,433 | $906.1 萬 | 0.01% | +64,809+3,990.7% | 加碼 |
| Truist Financial Corp | 92,080 | $879.5 萬 | 0.01% | +426+0.5% | 加碼 |
| Claret Asset Management Corp | 87,422 | $834.9 萬 | 1.20% | +87,422 | 新進 |
| Swiss Life Asset Management Ltd | 87,184 | $832.8 萬 | 0.06% | +21,487+32.7% | 加碼 |
| Utah Retirement Systems | 81,172 | $775.0 萬 | 0.09% | 00.0% | 不變 |
| Janus Henderson Group PLC | 74,363 | $710.6 萬 | 0.00% | −2,400−3.1% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 74,131 | $708.6 萬 | 2.07% | +5,191+7.5% | 加碼 |
| Citadel Advisors LLC | 70,829 | $676.5 萬 | 0.01% | +6,567+10.2% | 加碼 |
| Public Sector Pension Investment Board | 70,318 | $671.4 萬 | 0.03% | +300+0.4% | 加碼 |
| St Germain D J Co Inc | 68,820 | $657.3 萬 | 0.31% | −4,402−6.0% | 減碼 |
| Maryland State Retirement & Pension System | 68,377 | $652.8 萬 | 0.16% | +25,284+58.7% | 加碼 |
| Public Employees Retirement System of Ohio | 65,966 | $629.9 萬 | 0.02% | −3,266−4.7% | 減碼 |
| PEAK6 LLC | 65,876 | $629.2 萬 | 0.25% | +65,876 | 新進 |
| Avanza Fonder AB | 44,232 | $618.2 萬 | 0.20% | +1,900+4.5% | 加碼 |
| Ameriprise Financial Inc | 52,533 | $597.3 萬 | 0.00% | +613+1.2% | 加碼 |
| Zions Bancorporation, National Association | 61,130 | $583.9 萬 | 0.37% | +61,130 | 新進 |
| Gulf International Bank (UK) Ltd | 41,902 | $575.8 萬 | 0.20% | +40,403+2,695.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 59,336 | $566.7 萬 | 0.01% | −61−0.1% | 減碼 |
| M&T Bank Corp | 58,420 | $558.0 萬 | 0.02% | −1,045−1.8% | 減碼 |
| Alliancebernstein L.P. | 57,800 | $552.0 萬 | 0.00% | +3,269+6.0% | 加碼 |
| PCJ Investment Counsel Ltd. | 56,870 | $543.2 萬 | 2.12% | +12,830+29.1% | 加碼 |
| Cetera Investment Advisers | 55,872 | $533.6 萬 | 0.01% | +127+0.2% | 加碼 |
| Northwest Bancshares, Inc. | 55,556 | $530.6 萬 | 0.98% | −1,163−2.1% | 減碼 |
| Commonwealth Equity Services, LLC | 55,150 | $526.7 萬 | 0.01% | −524−0.9% | 減碼 |
| Ossiam | 52,468 | $501.0 萬 | 0.07% | −1,147−2.1% | 減碼 |
| Dana Investment Advisors, Inc. | 52,258 | $499.1 萬 | 0.18% | −950−1.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 52,135 | $497.9 萬 | 0.06% | −240.0% | 減碼 |
| Romano Brothers and Company | 51,433 | $491.2 萬 | 0.64% | −500−1.0% | 減碼 |
| Natixis Advisors, L.P. | 51,179 | $488.8 萬 | 0.01% | +15,004+41.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,807 | $485.1 萬 | 0.02% | +6,398+14.4% | 加碼 |
| Mariner, LLC | 49,668 | $474.4 萬 | 0.01% | −510−1.0% | 減碼 |
| Creative Planning | 49,304 | $470.9 萬 | 0.00% | +3,304+7.2% | 加碼 |
| Allianz Asset Management GmbH | 48,427 | $462.4 萬 | 0.01% | +2,009+4.3% | 加碼 |
| Ensign Peak Advisors, Inc | 47,229 | $450.9 萬 | 0.01% | −4,500−8.7% | 減碼 |
| Bridgewater Associates, LP | 46,941 | $448.2 萬 | 0.02% | +46,941 | 新進 |
| Renaissance Technologies LLC | 45,195 | $431.7 萬 | 0.01% | +45,195 | 新進 |
| Rathbone Brothers plc | 42,354 | $404.4 萬 | 0.02% | −189−0.4% | 減碼 |
| K.J. Harrison & Partners Inc | 39,703 | $379.5 萬 | 0.74% | −35−0.1% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 26,647 | $366.2 萬 | 1.16% | +906+3.5% | 加碼 |
| Baird Financial Group, Inc. | 36,341 | $347.1 萬 | 0.01% | −516−1.4% | 減碼 |
| Royal London Asset Management Ltd | 36,075 | $344.6 萬 | 0.01% | +36,075 | 新進 |
| MML Investors Services, LLC | 34,171 | $326.4 萬 | 0.01% | +810+2.4% | 加碼 |
| Pinnacle Associates Ltd | 33,626 | $321.2 萬 | 0.05% | +26+0.1% | 加碼 |
| Vertex Planning Partners, LLC | 31,959 | $305.2 萬 | 0.67% | −6,031−15.9% | 減碼 |
| Rodgers Brothers Inc. | 31,900 | $304.7 萬 | 0.41% | +1,000+3.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 30,671 | $292.9 萬 | 0.09% | +25,557+499.7% | 加碼 |
| Harvest Portfolios Group Inc. | 30,644 | $292.6 萬 | 0.09% | −44−0.1% | 減碼 |
| Davenport & Co LLC | 30,023 | $286.8 萬 | 0.02% | +1,042+3.6% | 加碼 |
| Silver Lake Advisory, LLC | 28,381 | $271.1 萬 | 1.18% | −360−1.3% | 減碼 |
| Union Bancaire Privee, UBP SA | 27,944 | $271.1 萬 | 0.05% | −5,214−15.7% | 減碼 |
| Metis Global Partners, LLC | 25,819 | $246.6 萬 | 0.07% | −1,365−5.0% | 減碼 |
| US Bancorp | 24,948 | $238.3 萬 | 0.00% | −309−1.2% | 減碼 |
| Assenagon Asset Management S.A. | 24,620 | $235.1 萬 | 0.00% | −24,813−50.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 24,518 | $234.2 萬 | 0.00% | +197+0.8% | 加碼 |
| XTX Topco Ltd | 24,453 | $233.6 萬 | 0.12% | +18,565+315.3% | 加碼 |
| Janney Montgomery Scott LLC | 24,285 | $232.0 萬 | 0.01% | −673−2.7% | 減碼 |
| Genus Capital Management Inc. | 24,165 | $230.7 萬 | 0.33% | +24,165 | 新進 |
| 111 Capital | 24,141 | $230.6 萬 | 0.44% | +24,141 | 新進 |
| United Services Automobile Association | 24,153 | $230.4 萬 | 0.07% | +355+1.5% | 加碼 |
| ASR Vermogensbeheer N.V. | 23,855 | $227.8 萬 | 0.03% | +23,855 | 新進 |
| TD Private Client Wealth LLC | 23,817 | $227.5 萬 | 0.06% | +1,035+4.5% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $226.8 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 23,142 | $221.3 萬 | 0.00% | −1,674−6.7% | 減碼 |
| Private Advisor Group, LLC | 22,439 | $214.3 萬 | 0.01% | +1,068+5.0% | 加碼 |
| HighTower Advisors, LLC | 22,228 | $212.3 萬 | 0.00% | −68−0.3% | 減碼 |
| Gold Investment Management Ltd. | 22,217 | $212.2 萬 | 0.90% | +1,069+5.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 22,012 | $210.2 萬 | 0.04% | −2,118−8.8% | 減碼 |
| Quantinno Capital Management LP | 20,818 | $198.8 萬 | 0.01% | +4,603+28.4% | 加碼 |
| Quadrant Capital Group LLC | 20,519 | $196.0 萬 | 0.07% | +19,186+1,439.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 22,040 | $194.2 萬 | 0.05% | +22,040 | 新進 |
| UniSuper Management Pty Ltd | 14,000 | $192.4 萬 | 0.01% | 00.0% | 不變 |
| Resources Management Corp | 19,985 | $190.9 萬 | 0.27% | −155−0.8% | 減碼 |
| Credit Agricole S A | 19,899 | $190.1 萬 | 0.01% | +1,118+6.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 19,750 | $188.6 萬 | 0.27% | +19,750 | 新進 |
| Two Sigma Advisers, LP | 19,098 | $182.4 萬 | 0.00% | −144,300−88.3% | 減碼 |
| Algert Global LLC | 19,009 | $181.7 萬 | 0.04% | +1,500+8.6% | 加碼 |
| JustInvest LLC | 19,018 | $181.6 萬 | 0.03% | −2,569−11.9% | 減碼 |
| Columbus Macro, LLC | 18,463 | $176.3 萬 | 0.23% | −58−0.3% | 減碼 |
| Employees Provident Fund Board | 18,200 | $173.8 萬 | 0.02% | 00.0% | 不變 |
| NorthRock Partners, LLC | 18,153 | $173.4 萬 | 0.06% | +212+1.2% | 加碼 |
| Naples Global Advisors, LLC | 17,965 | $171.6 萬 | 0.16% | −250−1.4% | 減碼 |
| CI Private Wealth, LLC | 17,417 | $166.4 萬 | 0.00% | −5,962−25.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 17,384 | $166.0 萬 | 0.01% | −2,228−11.4% | 減碼 |