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 3 季 13F 持有人
Bank of Montreal 在 2025/9/30 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
- 578
- 較 2025 年第 2 季 +23 家
- 持有股數
- 3.42 億
- 較 2025 年第 2 季 +335.3 萬 (+1.0%)
- 總市值
- $446.8 億
- 較 2025 年第 2 季 +$71.6 億 (+19.1%)
- 新進機構
- 76
- 另有 194 家加碼
- 清倉機構
- 53
- 另有 182 家減碼
另有 10 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 65,465,513 | $85.3 億 | 1.52% | −17,9190.0% | 減碼 |
| Vanguard Group Inc | 32,343,957 | $42.1 億 | 0.06% | +149,944+0.5% | 加碼 |
| Bank of Montreal | 28,501,393 | $37.1 億 | 1.63% | +112,009+0.4% | 加碼 |
| TD Asset Management Inc | 19,079,026 | $24.9 億 | 2.02% | +1,789,188+10.3% | 加碼 |
| CIBC World Markets Inc. | 12,444,855 | $16.2 億 | 3.36% | −1,107,046−8.2% | 減碼 |
| National Bank of Canada | 11,252,157 | $14.6 億 | 1.65% | +945,178+9.2% | 加碼 |
| Mackenzie Financial Corp | 9,516,315 | $12.4 億 | 1.50% | −535,377−5.3% | 減碼 |
| FIL Ltd | 8,199,662 | $10.7 億 | 0.84% | +4,037,495+97.0% | 加碼 |
| FMR LLC | 8,098,672 | $10.6 億 | 0.05% | +3,245,386+66.9% | 加碼 |
| CIBC Asset Management Inc | 7,260,160 | $9.49 億 | 2.75% | +1,070,546+17.3% | 加碼 |
| Geode Capital Management, LLC | 6,587,407 | $8.73 億 | 0.06% | +745,273+12.8% | 加碼 |
| Bank of Nova Scotia | 6,373,601 | $8.31 億 | 1.47% | −1,248,285−16.4% | 減碼 |
| 1832 Asset Management L.P. | 6,336,500 | $8.25 億 | 1.40% | −519,491−7.6% | 減碼 |
| Toronto Dominion Bank | 6,100,964 | $7.95 億 | 1.54% | −1,093,189−15.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 5,833,830 | $7.60 億 | 4.18% | −566,349−8.8% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $7.06 億 | 1.27% | 00.0% | 不變 |
| Beutel, Goodman & Co Ltd. | 5,387,726 | $7.02 億 | 4.23% | −380,246−6.6% | 減碼 |
| Legal & General Group Plc | 4,525,666 | $5.90 億 | 0.13% | +176,923+4.1% | 加碼 |
| JPMorgan Chase & Co | 4,034,186 | $5.25 億 | 0.03% | −62,740−1.5% | 減碼 |
| Fiera Capital Corp | 3,967,220 | $5.16 億 | 1.67% | +101,739+2.6% | 加碼 |
| Canada Pension Plan Investment Board | 3,850,593 | $5.02 億 | 0.35% | +358,203+10.3% | 加碼 |
| Dimensional Fund Advisors LP | 3,557,466 | $4.63 億 | 0.10% | +5,304+0.1% | 加碼 |
| Scotia Capital Inc. | 3,571,761 | $4.63 億 | 1.97% | −5,378−0.2% | 減碼 |
| Goldman Sachs Group Inc | 3,444,760 | $4.49 億 | 0.06% | −2,040,077−37.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,428,018 | $4.45 億 | 1.75% | +283,102+9.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,272,634 | $4.26 億 | 0.79% | −1,491,968−31.3% | 減碼 |
| Bank of America Corp | 3,128,655 | $4.08 億 | 0.03% | −329,305−9.5% | 減碼 |
| Acadian Asset Management LLC | 2,991,670 | $3.90 億 | 0.68% | +2,622,770+711.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,921,827 | $3.81 億 | 0.31% | −428,153−12.8% | 減碼 |
| TD Waterhouse Canada Inc. | 2,376,897 | $3.08 億 | 2.01% | +94,377+4.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,279,855 | $2.97 億 | 0.94% | +305,692+15.5% | 加碼 |
| Morgan Stanley | 2,189,088 | $2.85 億 | 0.02% | −343,808−13.6% | 減碼 |
| UBS Group AG | 2,127,377 | $2.77 億 | 0.05% | +1,294,169+155.3% | 加碼 |
| Charles Schwab Investment Management Inc | 1,952,257 | $2.54 億 | 0.04% | −60,960−3.0% | 減碼 |
| Letko, Brosseau & Associates Inc | 1,774,869 | $2.31 億 | 3.97% | −34,430−1.9% | 減碼 |
| Guardian Capital LP | 1,717,242 | $2.24 億 | 7.23% | −365,965−17.6% | 減碼 |
| Invesco Ltd. | 1,606,369 | $2.09 億 | 0.03% | +544,999+51.3% | 加碼 |
| Massachusetts Financial Services Co | 1,525,417 | $1.99 億 | 0.06% | −57,165−3.6% | 減碼 |
| Deutsche Bank AG | 1,375,445 | $1.79 億 | 0.06% | +118,403+9.4% | 加碼 |
| Newport Trust Co | 1,321,915 | $1.72 億 | 0.39% | −23,990−1.8% | 減碼 |
| Clearbridge Investments, LLC | 1,296,450 | $1.69 億 | 0.13% | −25,780−1.9% | 減碼 |
| Federated Hermes, Inc. | 1,189,093 | $1.55 億 | 0.27% | −33,596−2.7% | 減碼 |
| MUFG Securities (Canada), Ltd. | 1,185,390 | $1.54 億 | 4.32% | −42,089−3.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,135,007 | $1.48 億 | 0.12% | −261,221−18.7% | 減碼 |
| Omers Administration Corp | 1,132,955 | $1.48 億 | 1.06% | +805,900+246.4% | 加碼 |
| Cardinal Capital Management, Inc. | 1,107,992 | $1.44 億 | 4.17% | +1,125+0.1% | 加碼 |
| Alberta Investment Management Corp | 1,108,500 | $1.44 億 | 1.05% | −373,500−25.2% | 減碼 |
| Addenda Capital Inc. | 734,616 | $1.33 億 | 3.94% | +63,432+9.5% | 加碼 |
| Aviso Financial Inc. | 1,002,099 | $1.31 億 | 5.31% | +195,154+24.2% | 加碼 |
| Amundi | 969,304 | $1.28 億 | 0.04% | −14,542−1.5% | 減碼 |
| Bank of New York Mellon Corp | 756,500 | $9,853 萬 | 0.02% | −8,573−1.1% | 減碼 |
| BlackRock, Inc. | 641,181 | $8,351 萬 | 0.00% | +46,622+7.8% | 加碼 |
| British Columbia Investment Management Corp | 621,167 | $8,093 萬 | 0.46% | −118,431−16.0% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 594,303 | $7,743 萬 | 4.62% | −13,398−2.2% | 減碼 |
| Aviva PLC | 578,699 | $7,534 萬 | 0.14% | +34,222+6.3% | 加碼 |
| Northern Trust Corp | 543,750 | $7,082 萬 | 0.01% | +18,402+3.5% | 加碼 |
| Nuveen, LLC | 534,625 | $6,968 萬 | 0.02% | −5,504−1.0% | 減碼 |
| Hillsdale Investment Management Inc. | 525,022 | $6,840 萬 | 2.07% | −27,917−5.0% | 減碼 |
| Value Partners Investments Inc. | 511,321 | $6,661 萬 | 5.44% | +4,459+0.9% | 加碼 |
| Bank of Nova Scotia Trust Co | 505,499 | $6,584 萬 | 6.12% | −4,783−0.9% | 減碼 |
| Citigroup Inc | 502,382 | $6,548 萬 | 0.05% | +134,699+36.6% | 加碼 |
| HSBC Holdings PLC | 499,622 | $6,507 萬 | 0.04% | +96,437+23.9% | 加碼 |
| Raymond James Financial Inc | 492,948 | $6,421 萬 | 0.02% | +820+0.2% | 加碼 |
| Nearwater Capital Markets, Ltd | 485,000 | $6,315 萬 | 0.84% | +485,000 | 新進 |
| Van Eck Associates Corp | 478,751 | $6,231 萬 | 0.06% | +88,912+22.8% | 加碼 |
| Wells Fargo & Company | 469,891 | $6,117 萬 | 0.01% | +5,327+1.1% | 加碼 |
| Agf Management Ltd | 362,640 | $5,960 萬 | 0.26% | −244,308−40.3% | 減碼 |
| Great West Life Assurance Co | 440,554 | $5,716 萬 | 0.08% | +6,815+1.6% | 加碼 |
| Envestnet Asset Management Inc | 433,452 | $5,646 萬 | 0.02% | −19,618−4.3% | 減碼 |
| State of Tennessee, Treasury Department | 417,739 | $5,445 萬 | 0.18% | −1,000−0.2% | 減碼 |
| Korea Investment CORP | 412,512 | $5,377 萬 | 0.11% | −102,552−19.9% | 減碼 |
| Picton Mahoney Asset Management | 405,969 | $5,289 萬 | 0.67% | −310,912−43.4% | 減碼 |
| LPL Financial LLC | 397,527 | $5,178 萬 | 0.02% | +12,810+3.3% | 加碼 |
| Pictet Asset Management Holding SA | 396,783 | $5,172 萬 | 0.05% | −5,954−1.5% | 減碼 |
| Russell Investments Group, Ltd. | 370,391 | $4,823 萬 | 0.05% | +67,223+22.2% | 加碼 |
| Public Sector Pension Investment Board | 363,878 | $4,743 萬 | 0.17% | −1,806,240−83.2% | 減碼 |
| APG Asset Management N.V. | 409,300 | $4,540 萬 | 0.13% | +2,800+0.7% | 加碼 |
| Guardian Partners Inc. | 338,734 | $4,426 萬 | 3.75% | −4,503−1.3% | 減碼 |
| First Trust Advisors LP | 300,395 | $3,913 萬 | 0.03% | −70,423−19.0% | 減碼 |
| Franklin Resources Inc | 299,029 | $3,881 萬 | 0.01% | −35,017−10.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,184 | $3,795 萬 | 0.09% | −15,755−5.1% | 減碼 |
| Renaissance Technologies LLC | 247,795 | $3,228 萬 | 0.04% | +41,900+20.4% | 加碼 |
| American Century Companies Inc | 243,615 | $3,175 萬 | 0.02% | +46,884+23.8% | 加碼 |
| Montrusco Bolton Investments Inc. | 227,141 | $2,960 萬 | 0.34% | +33,251+17.1% | 加碼 |
| Rempart Asset Management Inc. | 221,770 | $2,892 萬 | 5.35% | +1,145+0.5% | 加碼 |
| Intact Investment Management Inc. | 217,230 | $2,831 萬 | 0.86% | −14,320−6.2% | 減碼 |
| Forsta Ap-Fonden | 214,600 | $2,797 萬 | 0.17% | −26,800−11.1% | 減碼 |
| Neuberger Berman Group LLC | 185,565 | $2,419 萬 | 0.02% | −6,278−3.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 180,563 | $2,353 萬 | 0.12% | +173,758+2,553.4% | 加碼 |
| Cardinal Point Capital Management, ULC | 177,447 | $2,312 萬 | 1.62% | −4,956−2.7% | 減碼 |
| Canerector Inc | 125,000 | $2,267 萬 | 11.57% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,806 | $2,148 萬 | 0.06% | +37,029+29.0% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 162,321 | $2,116 萬 | 0.11% | +8,197+5.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 159,657 | $2,080 萬 | 0.12% | +7,337+4.8% | 加碼 |
| Two Sigma Investments, LP | 154,440 | $2,012 萬 | 0.03% | −471,906−75.3% | 減碼 |
| Varma Mutual Pension Insurance Co | 149,129 | $1,944 萬 | 0.12% | +11,900+8.7% | 加碼 |
| AXA Investment Managers S.A. | 147,667 | $1,923 萬 | 0.05% | +147,667 | 新進 |
| Stifel Financial Corp | 147,642 | $1,923 萬 | 0.02% | −97,118−39.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 144,747 | $1,872 萬 | 0.03% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 142,169 | $1,852 萬 | 0.44% | −16,873−10.6% | 減碼 |