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
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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 152,320 | $1,688 萬 | 0.12% | −5,723−3.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 144,747 | $1,578 萬 | 0.03% | −160−0.1% | 減碼 |
| Barometer Capital Management Inc. | 105,572 | $1,577 萬 | 4.36% | +23,850+29.2% | 加碼 |
| Investment Management Corp of Ontario | 140,377 | $1,553 萬 | 0.23% | −1,643−1.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 139,100 | $1,538 萬 | 0.11% | +4,200+3.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 137,229 | $1,518 萬 | 0.11% | −8,600−5.9% | 減碼 |
| Generali Asset Management SPA SGR | 96,224 | $1,452 萬 | 0.33% | +3,262+3.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 127,777 | $1,413 萬 | 0.04% | +76,970+151.5% | 加碼 |
| Vontobel Holding Ltd. | 109,919 | $1,219 萬 | 0.04% | −3,600−3.2% | 減碼 |
| Man Group plc | 110,116 | $1,218 萬 | 0.03% | +3,846+3.6% | 加碼 |
| Capital Fund Management S.A. | 109,757 | $1,214 萬 | 0.13% | −4,132−3.6% | 減碼 |
| Pinnacle Financial Partners Inc | 109,386 | $1,210 萬 | 0.25% | −5,621−4.9% | 減碼 |
| USS Investment Management Ltd | 109,149 | $1,209 萬 | 0.08% | +144+0.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 108,550 | $1,201 萬 | 0.05% | +9,100+9.2% | 加碼 |
| Wellington Management Group LLP | 104,729 | $1,158 萬 | 0.00% | −27,177−20.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 104,104 | $1,152 萬 | 0.73% | +104,104 | 新進 |
| Triasima Portfolio Management inc. | 103,567 | $1,145 萬 | 2.09% | −39,505−27.6% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $1,062 萬 | 0.85% | 00.0% | 不變 |
| Macquarie Group Ltd | 68,101 | $1,021 萬 | 0.01% | +1,668+2.5% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 92,014 | $1,020 萬 | 2.66% | +17,883+24.1% | 加碼 |
| Truist Financial Corp | 90,764 | $1,004 萬 | 0.01% | −1,316−1.4% | 減碼 |
| Claret Asset Management Corp | 88,493 | $980.5 萬 | 1.27% | +1,071+1.2% | 加碼 |
| Swiss Life Asset Management Ltd | 85,380 | $946.4 萬 | 0.06% | −1,804−2.1% | 減碼 |
| Twin Tree Management, LP | 84,623 | $936.2 萬 | 0.24% | +77,584+1,102.2% | 加碼 |
| Utah Retirement Systems | 81,172 | $897.7 萬 | 0.09% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 68,791 | $762.9 萬 | 0.17% | +414+0.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 66,545 | $753.4 萬 | 0.01% | +7,209+12.1% | 加碼 |
| Janus Henderson Group PLC | 62,546 | $691.3 萬 | 0.00% | −11,817−15.9% | 減碼 |
| Zions Bancorporation, National Association | 60,782 | $672.4 萬 | 0.36% | −348−0.6% | 減碼 |
| Avanza Fonder AB | 44,232 | $667.5 萬 | 0.20% | 00.0% | 不變 |
| Cidel Asset Management Inc | 60,021 | $663.8 萬 | 0.40% | −177,173−74.7% | 減碼 |
| Bessemer Group Inc | 58,548 | $647.6 萬 | 0.01% | −264,678−81.9% | 減碼 |
| M&T Bank Corp | 58,087 | $642.6 萬 | 0.02% | −333−0.6% | 減碼 |
| Northwest Bancshares, Inc. | 54,810 | $606.4 萬 | 1.06% | −746−1.3% | 減碼 |
| Natixis Advisors, L.P. | 54,744 | $605.6 萬 | 0.01% | +3,565+7.0% | 加碼 |
| SIG North Trading, ULC | 54,698 | $605.1 萬 | 1.33% | −133,932−71.0% | 減碼 |
| K.J. Harrison & Partners Inc | 52,488 | $580.6 萬 | 0.96% | +12,785+32.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 52,195 | $577.4 萬 | 0.06% | +60+0.1% | 加碼 |
| Alliancebernstein L.P. | 52,156 | $577.0 萬 | 0.00% | −5,644−9.8% | 減碼 |
| Dana Investment Advisors, Inc. | 51,858 | $573.7 萬 | 0.19% | −400−0.8% | 減碼 |
| XTX Topco Ltd | 51,021 | $564.4 萬 | 0.23% | +26,568+108.6% | 加碼 |
| Romano Brothers and Company | 50,983 | $564.0 萬 | 0.70% | −450−0.9% | 減碼 |
| Public Employees Retirement System of Ohio | 50,678 | $560.5 萬 | 0.02% | −15,288−23.2% | 減碼 |
| St Germain D J Co Inc | 48,745 | $539.3 萬 | 0.23% | −20,075−29.2% | 減碼 |
| Creative Planning | 48,457 | $536.1 萬 | 0.00% | −847−1.7% | 減碼 |
| Ameriprise Financial Inc | 42,789 | $526.9 萬 | 0.00% | −9,744−18.5% | 減碼 |
| PCJ Investment Counsel Ltd. | 47,360 | $525.2 萬 | 1.79% | −9,510−16.7% | 減碼 |
| Mariner, LLC | 46,529 | $514.7 萬 | 0.01% | −3,139−6.3% | 減碼 |
| NBT Bank N A | 46,087 | $509.9 萬 | 0.35% | +44,075+2,190.6% | 加碼 |
| Ensign Peak Advisors, Inc | 43,229 | $478.1 萬 | 0.01% | −4,000−8.5% | 減碼 |
| Cetera Investment Advisers | 42,680 | $472.2 萬 | 0.01% | −13,192−23.6% | 減碼 |
| Commonwealth Equity Services, LLC | 42,355 | $468.6 萬 | 0.01% | −12,795−23.2% | 減碼 |
| Rathbone Brothers plc | 42,114 | $465.8 萬 | 0.02% | −240−0.6% | 減碼 |
| Baird Financial Group, Inc. | 37,603 | $416.0 萬 | 0.01% | +1,262+3.5% | 加碼 |
| Allianz Asset Management GmbH | 37,398 | $413.6 萬 | 0.01% | −11,029−22.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 36,863 | $408.8 萬 | 0.14% | −5,039−12.0% | 減碼 |
| Westerkirk Capital Inc. | 36,874 | $407.9 萬 | 0.50% | +36,874 | 新進 |
| Royal London Asset Management Ltd | 36,075 | $399.1 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 35,078 | $388.1 萬 | 0.01% | +907+2.7% | 加碼 |
| Pinnacle Associates Ltd | 33,600 | $371.7 萬 | 0.05% | −26−0.1% | 減碼 |
| Two Sigma Advisers, LP | 32,198 | $356.2 萬 | 0.01% | +13,100+68.6% | 加碼 |
| Vertex Planning Partners, LLC | 31,959 | $353.6 萬 | 0.74% | 00.0% | 不變 |
| Harvest Portfolios Group Inc. | 31,656 | $350.8 萬 | 0.08% | +1,012+3.3% | 加碼 |
| Davenport & Co LLC | 30,802 | $340.8 萬 | 0.02% | +779+2.6% | 加碼 |
| Quadrature Capital Ltd | 29,703 | $328.6 萬 | 0.06% | +29,703 | 新進 |
| HighTower Advisors, LLC | 29,648 | $328.0 萬 | 0.00% | +7,420+33.4% | 加碼 |
| Voya Investment Management LLC | 29,188 | $322.8 萬 | 0.00% | +29,188 | 新進 |
| Shell Asset Management Co | 29,011 | $320.8 萬 | 0.11% | +15,820+119.9% | 加碼 |
| Silver Lake Advisory, LLC | 28,381 | $314.0 萬 | 1.34% | 00.0% | 不變 |
| Metis Global Partners, LLC | 27,667 | $306.6 萬 | 0.08% | +1,848+7.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 27,532 | $304.6 萬 | 0.00% | +3,014+12.3% | 加碼 |
| Quantinno Capital Management LP | 27,374 | $302.8 萬 | 0.01% | +6,556+31.5% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 26,888 | $297.4 萬 | 1.33% | +241+0.9% | 加碼 |
| Ossiam | 26,393 | $291.9 萬 | 0.03% | −26,075−49.7% | 減碼 |
| Union Bancaire Privee, UBP SA | 25,942 | $283.2 萬 | 0.05% | −2,002−7.2% | 減碼 |
| US Bancorp | 24,691 | $273.2 萬 | 0.00% | −257−1.0% | 減碼 |
| Assenagon Asset Management S.A. | 24,668 | $272.8 萬 | 0.00% | +48+0.2% | 加碼 |
| Janney Montgomery Scott LLC | 24,218 | $267.9 萬 | 0.01% | −67−0.3% | 減碼 |
| TD Private Client Wealth LLC | 23,986 | $265.4 萬 | 0.07% | +169+0.7% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $261.6 萬 | 0.02% | 00.0% | 不變 |
| Private Advisor Group, LLC | 22,886 | $253.2 萬 | 0.01% | +447+2.0% | 加碼 |
| Quadrant Capital Group LLC | 22,807 | $252.3 萬 | 0.09% | +2,288+11.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 22,720 | $251.4 萬 | 0.04% | +708+3.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 22,701 | $251.1 萬 | 0.05% | +661+3.0% | 加碼 |
| CI Private Wealth, LLC | 22,684 | $251.0 萬 | 0.00% | +5,267+30.2% | 加碼 |
| Gold Investment Management Ltd. | 22,427 | $248.6 萬 | 0.94% | +210+0.9% | 加碼 |
| ASR Vermogensbeheer N.V. | 21,855 | $241.7 萬 | 0.03% | −2,000−8.4% | 減碼 |
| Vise Technologies, Inc. | 21,816 | $241.3 萬 | 0.10% | +21,816 | 新進 |
| Cumberland Partners Ltd | 20,801 | $230.3 萬 | 0.16% | +7,251+53.5% | 加碼 |
| Advisor Group Holdings, Inc. | 19,484 | $215.8 萬 | 0.00% | −3,658−15.8% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,044 | $210.7 萬 | 0.04% | +19,044 | 新進 |
| TCW Group Inc | 18,350 | $203.0 萬 | 0.02% | +4,327+30.9% | 加碼 |
| JustInvest LLC | 18,289 | $202.3 萬 | 0.02% | −729−3.8% | 減碼 |
| Algert Global LLC | 18,297 | $202.0 萬 | 0.04% | −712−3.7% | 減碼 |
| Employees Provident Fund Board | 18,200 | $201.3 萬 | 0.02% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 17,845 | $197.4 萬 | 0.17% | −120−0.7% | 減碼 |
| NorthRock Partners, LLC | 17,776 | $196.7 萬 | 0.05% | −377−2.1% | 減碼 |
| AQR Capital Management LLC | 17,560 | $194.3 萬 | 0.00% | +11,818+205.8% | 加碼 |
| Genus Capital Management Inc. | 17,505 | $193.6 萬 | 0.25% | −6,660−27.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 17,471 | $193.3 萬 | 0.01% | +87+0.5% | 加碼 |