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 2 季 13F 持有人
Bank of Montreal 在 2025/6/30 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
- 565
- 較 2025 年第 1 季 +16 家
- 持有股數
- 3.50 億
- 較 2025 年第 1 季 +449.6 萬 (+1.3%)
- 總市值
- $387.1 億
- 較 2025 年第 1 季 +$56.8 億 (+17.2%)
- 新進機構
- 64
- 另有 185 家加碼
- 清倉機構
- 48
- 另有 197 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 65,483,432 | $72.4 億 | 1.41% | +7,902,053+13.7% | 加碼 |
| Vanguard Group Inc | 32,194,013 | $35.7 億 | 0.06% | +1,196,237+3.9% | 加碼 |
| Bank of Montreal | 28,389,384 | $31.5 億 | 1.58% | −2,388,238−7.8% | 減碼 |
| TD Asset Management Inc | 17,289,838 | $19.1 億 | 1.63% | −11,924−0.1% | 減碼 |
| CIBC World Markets Inc. | 13,551,901 | $15.0 億 | 3.32% | −3,536,019−20.7% | 減碼 |
| Norges Bank | 10,679,880 | $11.8 億 | 0.15% | +273,073+2.6% | 加碼 |
| National Bank of Canada | 10,306,979 | $11.4 億 | 1.23% | −2,729,802−20.9% | 減碼 |
| Mackenzie Financial Corp | 10,051,692 | $11.1 億 | 1.44% | −117,641−1.2% | 減碼 |
| Bank of Nova Scotia | 7,621,886 | $8.44 億 | 1.73% | −787,481−9.4% | 減碼 |
| Toronto Dominion Bank | 7,194,153 | $7.98 億 | 1.71% | −929,786−11.4% | 減碼 |
| 1832 Asset Management L.P. | 6,855,991 | $7.58 億 | 1.32% | −84,646−1.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 6,400,179 | $7.08 億 | 4.04% | −149,380−2.3% | 減碼 |
| CIBC Asset Management Inc | 6,189,614 | $6.87 億 | 2.16% | −442,333−6.7% | 減碼 |
| Geode Capital Management, LLC | 5,842,134 | $6.56 億 | 0.05% | +939,156+19.2% | 加碼 |
| Beutel, Goodman & Co Ltd. | 5,767,972 | $6.38 億 | 3.63% | −204,686−3.4% | 減碼 |
| Goldman Sachs Group Inc | 5,484,837 | $6.07 億 | 0.10% | +1,401,332+34.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $5.99 億 | 1.28% | 00.0% | 不變 |
| FMR LLC | 4,853,286 | $5.38 億 | 0.03% | −119,250−2.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,764,602 | $5.28 億 | 1.06% | +3,331,968+232.6% | 加碼 |
| Legal & General Group Plc | 4,348,743 | $4.81 億 | 0.12% | +16,538+0.4% | 加碼 |
| FIL Ltd | 4,162,167 | $4.61 億 | 0.39% | −1,025,031−19.8% | 減碼 |
| JPMorgan Chase & Co | 4,096,926 | $4.53 億 | 0.03% | +158,442+4.0% | 加碼 |
| Fiera Capital Corp | 3,865,481 | $4.28 億 | 1.45% | +5800.0% | 加碼 |
| Scotia Capital Inc. | 3,577,139 | $3.96 億 | 1.87% | +113,643+3.3% | 加碼 |
| Dimensional Fund Advisors LP | 3,552,162 | $3.93 億 | 0.09% | −12,216−0.3% | 減碼 |
| Canada Pension Plan Investment Board | 3,492,390 | $3.87 億 | 0.33% | −184,247−5.0% | 減碼 |
| Bank of America Corp | 3,457,960 | $3.83 億 | 0.03% | −187,933−5.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 3,349,980 | $3.69 億 | 0.33% | −2,730,133−44.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,144,916 | $3.48 億 | 1.53% | −75,363−2.3% | 減碼 |
| Morgan Stanley | 2,532,896 | $2.80 億 | 0.02% | −114,421−4.3% | 減碼 |
| TD Waterhouse Canada Inc. | 2,282,520 | $2.54 億 | 1.82% | −62,549−2.7% | 減碼 |
| Public Sector Pension Investment Board | 2,170,118 | $2.40 億 | 1.03% | +2,099,800+2,986.1% | 加碼 |
| Guardian Capital LP | 2,083,207 | $2.30 億 | 8.15% | +19,080+0.9% | 加碼 |
| Charles Schwab Investment Management Inc | 2,013,217 | $2.23 億 | 0.04% | +72,210+3.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,974,163 | $2.19 億 | 0.77% | +43,257+2.2% | 加碼 |
| Letko, Brosseau & Associates Inc | 1,809,299 | $2.00 億 | 3.83% | −17,300−0.9% | 減碼 |
| Massachusetts Financial Services Co | 1,582,582 | $1.75 億 | 0.06% | −2,532−0.2% | 減碼 |
| Alberta Investment Management Corp | 1,482,000 | $1.64 億 | 1.29% | −218,523−12.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,396,228 | $1.55 億 | 0.15% | +964,078+223.1% | 加碼 |
| Newport Trust Co | 1,345,905 | $1.49 億 | 0.36% | −8,537−0.6% | 減碼 |
| Clearbridge Investments, LLC | 1,322,230 | $1.45 億 | 0.12% | −70,653−5.1% | 減碼 |
| Deutsche Bank AG | 1,257,042 | $1.39 億 | 0.05% | +177,493+16.4% | 加碼 |
| MUFG Securities (Canada), Ltd. | 1,227,479 | $1.36 億 | 4.13% | +115,447+10.4% | 加碼 |
| Federated Hermes, Inc. | 1,222,689 | $1.35 億 | 0.25% | +24,914+2.1% | 加碼 |
| Cardinal Capital Management, Inc. | 1,106,867 | $1.23 億 | 3.84% | −1,650−0.1% | 減碼 |
| Invesco Ltd. | 1,061,370 | $1.17 億 | 0.02% | +49,113+4.9% | 加碼 |
| UBS Asset Management Americas Inc | 1,016,097 | $1.12 億 | 0.02% | +13,634+1.4% | 加碼 |
| Amundi | 983,846 | $1.10 億 | 0.04% | +281,882+40.2% | 加碼 |
| Addenda Capital Inc. | 671,184 | $1.01 億 | 3.64% | −21,783−3.1% | 減碼 |
| UBS Group AG | 833,208 | $9,218 萬 | 0.02% | +127,799+18.1% | 加碼 |
| Aviso Financial Inc. | 806,945 | $8,941 萬 | 4.03% | −234,787−22.5% | 減碼 |
| Bank of New York Mellon Corp | 765,073 | $8,464 萬 | 0.02% | +18,460+2.5% | 加碼 |
| British Columbia Investment Management Corp | 739,598 | $8,202 萬 | 0.48% | +114,458+18.3% | 加碼 |
| Picton Mahoney Asset Management | 716,881 | $7,913 萬 | 1.12% | +716,881 | 新進 |
| Agf Management Ltd | 606,948 | $7,714 萬 | 0.35% | −27,857−4.4% | 減碼 |
| Two Sigma Investments, LP | 626,346 | $6,929 萬 | 0.12% | +162,406+35.0% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 607,701 | $6,739 萬 | 4.36% | +44,618+7.9% | 加碼 |
| BlackRock, Inc. | 594,559 | $6,578 萬 | 0.00% | −27,908−4.5% | 減碼 |
| Hillsdale Investment Management Inc. | 552,939 | $6,132 萬 | 2.26% | −87,345−13.6% | 減碼 |
| Aviva PLC | 544,477 | $6,033 萬 | 0.12% | +34,065+6.7% | 加碼 |
| Nuveen, LLC | 540,129 | $5,974 萬 | 0.02% | −5,222−1.0% | 減碼 |
| Northern Trust Corp | 525,348 | $5,812 萬 | 0.01% | −45,450−8.0% | 減碼 |
| Korea Investment CORP | 515,064 | $5,696 萬 | 0.13% | +55,848+12.2% | 加碼 |
| Bank of Nova Scotia Trust Co | 510,282 | $5,645 萬 | 5.55% | +3,958+0.8% | 加碼 |
| Value Partners Investments Inc. | 506,862 | $5,607 萬 | 4.38% | −1,273−0.3% | 減碼 |
| Raymond James Financial Inc | 492,128 | $5,444 萬 | 0.02% | −1,085−0.2% | 減碼 |
| Wells Fargo & Company | 464,564 | $5,145 萬 | 0.01% | −1980.0% | 減碼 |
| Envestnet Asset Management Inc | 453,070 | $5,012 萬 | 0.01% | −11,053−2.4% | 減碼 |
| Great West Life Assurance Co | 433,739 | $4,799 萬 | 0.08% | −43,910−9.2% | 減碼 |
| State of Tennessee, Treasury Department | 418,739 | $4,631 萬 | 0.17% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 411,108 | $4,552 萬 | 0.06% | +256,755+166.3% | 加碼 |
| HSBC Holdings PLC | 403,185 | $4,470 萬 | 0.03% | +23,046+6.1% | 加碼 |
| Pictet Asset Management Holding SA | 402,737 | $4,454 萬 | 0.05% | +3,879+1.0% | 加碼 |
| Van Eck Associates Corp | 389,839 | $4,323 萬 | 0.05% | +112,378+40.5% | 加碼 |
| LPL Financial LLC | 384,717 | $4,256 萬 | 0.01% | +32,193+9.1% | 加碼 |
| First Trust Advisors LP | 370,818 | $4,103 萬 | 0.03% | −59,750−13.9% | 減碼 |
| Acadian Asset Management LLC | 368,900 | $4,080 萬 | 0.08% | +356,900+2,974.2% | 加碼 |
| Citigroup Inc | 367,683 | $4,066 萬 | 0.03% | +135,931+58.7% | 加碼 |
| Guardian Partners Inc. | 343,237 | $3,891 萬 | 3.50% | −6,676−1.9% | 減碼 |
| APG Asset Management N.V. | 406,500 | $3,830 萬 | 0.11% | +9,400+2.4% | 加碼 |
| Franklin Resources Inc | 334,046 | $3,704 萬 | 0.01% | −4,872−1.4% | 減碼 |
| Omers Administration Corp | 327,055 | $3,617 萬 | 0.28% | +107,100+48.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 306,939 | $3,395 萬 | 0.08% | +1,018+0.3% | 加碼 |
| Russell Investments Group, Ltd. | 303,168 | $3,349 萬 | 0.04% | +43,316+16.7% | 加碼 |
| Jane Street Group, LLC | 271,989 | $3,009 萬 | 0.05% | +111,232+69.2% | 加碼 |
| Stifel Financial Corp | 244,760 | $2,708 萬 | 0.03% | +2,248+0.9% | 加碼 |
| Forsta Ap-Fonden | 241,400 | $2,670 萬 | 0.18% | +33,000+15.8% | 加碼 |
| Intact Investment Management Inc. | 231,550 | $2,565 萬 | 0.87% | −59,520−20.4% | 減碼 |
| Rempart Asset Management Inc. | 220,625 | $2,444 萬 | 4.69% | −3,218−1.4% | 減碼 |
| Renaissance Technologies LLC | 205,895 | $2,278 萬 | 0.03% | +160,700+355.6% | 加碼 |
| American Century Companies Inc | 196,731 | $2,180 萬 | 0.01% | +280+0.1% | 加碼 |
| Montrusco Bolton Investments Inc. | 193,890 | $2,144 萬 | 0.24% | −48,423−20.0% | 減碼 |
| Neuberger Berman Group LLC | 191,843 | $2,122 萬 | 0.02% | +64,370+50.5% | 加碼 |
| Cardinal Point Capital Management, ULC | 182,403 | $2,018 萬 | 1.60% | −975−0.5% | 減碼 |
| Voloridge Investment Management, LLC | 171,290 | $1,895 萬 | 0.07% | −316,536−64.9% | 減碼 |
| Canerector Inc | 125,000 | $1,886 萬 | 10.70% | 00.0% | 不變 |
| AXA S.A. | 168,961 | $1,869 萬 | 0.05% | +56,391+50.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 159,042 | $1,759 萬 | 0.44% | −43,597−21.5% | 減碼 |
| Intech Investment Management LLC | 155,674 | $1,722 萬 | 0.16% | +51,420+49.3% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 154,124 | $1,705 萬 | 0.10% | −8,372−5.2% | 減碼 |