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 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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 24,068 | $313.5 萬 | 0.06% | +1,367+6.0% | 加碼 |
| CI Private Wealth, LLC | 24,130 | $314.3 萬 | 0.00% | +1,446+6.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 24,637 | $320.9 萬 | 0.05% | +1,917+8.4% | 加碼 |
| TD Private Client Wealth LLC | 26,239 | $341.8 萬 | 0.08% | +2,253+9.4% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 26,979 | $351.6 萬 | 1.50% | +91+0.3% | 加碼 |
| Metis Global Partners, LLC | 27,164 | $354.0 萬 | 0.08% | −503−1.8% | 減碼 |
| Genus Capital Management Inc. | 27,391 | $357.0 萬 | 0.41% | +9,886+56.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 28,116 | $366.2 萬 | 0.00% | +23,940+573.3% | 加碼 |
| Sciencast Management LP | 28,217 | $367.5 萬 | 0.69% | +25,773+1,054.5% | 加碼 |
| Barclays PLC | 28,397 | $369.9 萬 | 0.00% | +16,239+133.6% | 加碼 |
| HighTower Advisors, LLC | 28,839 | $375.6 萬 | 0.00% | −809−2.7% | 減碼 |
| ExodusPoint Capital Management, LP | 29,000 | $377.7 萬 | 0.05% | +29,000 | 新進 |
| The PNC Financial Services Group, Inc. | 29,178 | $380.0 萬 | 0.00% | +1,646+6.0% | 加碼 |
| Westerkirk Capital Inc. | 30,364 | $395.5 萬 | 0.45% | −6,510−17.7% | 減碼 |
| Ensign Peak Advisors, Inc | 30,829 | $401.8 萬 | 0.01% | −12,400−28.7% | 減碼 |
| Davenport & Co LLC | 31,605 | $411.7 萬 | 0.02% | +803+2.6% | 加碼 |
| Royal London Asset Management Ltd | 31,638 | $412.1 萬 | 0.01% | −4,437−12.3% | 減碼 |
| Vertex Planning Partners, LLC | 31,959 | $416.3 萬 | 0.80% | 00.0% | 不變 |
| Harvest Portfolios Group Inc. | 32,916 | $428.9 萬 | 0.08% | +1,260+4.0% | 加碼 |
| Pinnacle Associates Ltd | 33,600 | $437.6 萬 | 0.06% | 00.0% | 不變 |
| MML Investors Services, LLC | 33,856 | $441.0 萬 | 0.01% | −1,222−3.5% | 減碼 |
| Quantinno Capital Management LP | 34,981 | $455.6 萬 | 0.01% | +7,607+27.8% | 加碼 |
| St Germain D J Co Inc | 35,827 | $466.6 萬 | 0.19% | −12,918−26.5% | 減碼 |
| Natixis | 36,036 | $469.4 萬 | 0.03% | +29,297+434.7% | 加碼 |
| Wolverine Trading, LLC | 36,683 | $476.1 萬 | 0.10% | +36,683 | 新進 |
| Simplex Trading, LLC | 36,869 | $480.2 萬 | 0.11% | +36,869 | 新進 |
| Baird Financial Group, Inc. | 38,148 | $496.9 萬 | 0.01% | +545+1.4% | 加碼 |
| Commonwealth Equity Services, LLC | 41,421 | $539.5 萬 | 0.01% | −934−2.2% | 減碼 |
| Rathbone Brothers plc | 41,404 | $539.6 萬 | 0.02% | −710−1.7% | 減碼 |
| Man Group plc | 42,159 | $549.4 萬 | 0.01% | −67,957−61.7% | 減碼 |
| Allianz Asset Management GmbH | 42,386 | $552.0 萬 | 0.01% | +4,988+13.3% | 加碼 |
| Bessemer Group Inc | 45,568 | $593.1 萬 | 0.01% | −12,980−22.2% | 減碼 |
| AQR Capital Management LLC | 45,968 | $598.7 萬 | 0.00% | +28,408+161.8% | 加碼 |
| NBT Bank N A | 1,302 | $600.0 萬 | 0.39% | −44,785−97.2% | 減碼 |
| PCJ Investment Counsel Ltd. | 47,570 | $619.7 萬 | 1.72% | +210+0.4% | 加碼 |
| Ameriprise Financial Inc | 42,561 | $626.1 萬 | 0.00% | −228−0.5% | 減碼 |
| Romano Brothers and Company | 50,308 | $655.3 萬 | 0.75% | −675−1.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 36,241 | $657.2 萬 | 0.22% | −622−1.7% | 減碼 |
| K.J. Harrison & Partners Inc | 50,847 | $662.3 萬 | 0.95% | −1,641−3.1% | 減碼 |
| Cetera Investment Advisers | 50,923 | $663.3 萬 | 0.01% | +8,243+19.3% | 加碼 |
| Dana Investment Advisors, Inc. | 51,015 | $664.5 萬 | 0.19% | −843−1.6% | 減碼 |
| Northwest Bancshares, Inc. | 51,381 | $669.2 萬 | 1.11% | −3,429−6.3% | 減碼 |
| Mariner, LLC | 52,415 | $682.7 萬 | 0.01% | +5,886+12.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 52,417 | $682.7 萬 | 0.06% | +222+0.4% | 加碼 |
| Janus Henderson Group PLC | 56,127 | $729.4 萬 | 0.00% | −6,419−10.3% | 減碼 |
| M&T Bank Corp | 57,189 | $744.9 萬 | 0.03% | −898−1.5% | 減碼 |
| Zions Bancorporation, National Association | 57,976 | $755.1 萬 | 0.37% | −2,806−4.6% | 減碼 |
| Cidel Asset Management Inc | 58,693 | $765.0 萬 | 0.44% | −1,328−2.2% | 減碼 |
| JCIC Asset Management Inc. | 60,937 | $793.9 萬 | 2.48% | +60,937 | 新進 |
| Creative Planning | 62,297 | $811.4 萬 | 0.01% | +13,840+28.6% | 加碼 |
| Avanza Fonder AB | 45,580 | $826.6 萬 | 0.21% | +1,348+3.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 65,889 | $847.9 萬 | 0.01% | −656−1.0% | 減碼 |
| Natixis Advisors, L.P. | 65,816 | $857.3 萬 | 0.01% | +11,072+20.2% | 加碼 |
| Alliancebernstein L.P. | 69,212 | $901.5 萬 | 0.00% | +17,056+32.7% | 加碼 |
| Maryland State Retirement & Pension System | 75,873 | $987.5 萬 | 0.21% | +7,082+10.3% | 加碼 |
| Utah Retirement Systems | 80,732 | $1,052 萬 | 0.10% | −440−0.5% | 減碼 |
| Truist Financial Corp | 81,214 | $1,058 萬 | 0.01% | −9,550−10.5% | 減碼 |
| Qube Research & Technologies Ltd | 84,935 | $1,106 萬 | 0.02% | −326,173−79.3% | 減碼 |
| Claret Asset Management Corp | 88,552 | $1,154 萬 | 1.37% | +59+0.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 90,548 | $1,179 萬 | 0.80% | +90,548 | 新進 |
| Capital Fund Management S.A. | 91,823 | $1,196 萬 | 0.12% | −17,934−16.3% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $1,250 萬 | 0.92% | 00.0% | 不變 |
| Lorne Steinberg Wealth Management Inc. | 97,377 | $1,269 萬 | 3.06% | +5,363+5.8% | 加碼 |
| Wellington Management Group LLP | 98,334 | $1,282 萬 | 0.00% | −6,395−6.1% | 減碼 |
| Triasima Portfolio Management inc. | 99,892 | $1,302 萬 | 1.96% | −3,675−3.5% | 減碼 |
| MUFG Securities EMEA plc | 100,000 | $1,303 萬 | 0.33% | +100,000 | 新進 |
| Swiss Life Asset Management Ltd | 99,874 | $1,303 萬 | 0.07% | +14,494+17.0% | 加碼 |
| Generali Asset Management SPA SGR | 75,352 | $1,367 萬 | 0.29% | −20,872−21.7% | 減碼 |
| USS Investment Management Ltd | 109,149 | $1,418 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 109,482 | $1,426 萬 | 0.34% | +96+0.1% | 加碼 |
| Vontobel Holding Ltd. | 109,919 | $1,432 萬 | 0.04% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 111,451 | $1,452 萬 | 0.06% | +2,901+2.7% | 加碼 |
| Investment Management Corp of Ontario | 123,876 | $1,613 萬 | 0.24% | −16,501−11.8% | 減碼 |
| Public Employees Retirement System of Ohio | 131,808 | $1,717 萬 | 0.05% | +81,130+160.1% | 加碼 |
| Jane Street Group, LLC | 136,843 | $1,782 萬 | 0.02% | −135,146−49.7% | 減碼 |
| Barometer Capital Management Inc. | 99,522 | $1,786 萬 | 4.08% | −6,050−5.7% | 減碼 |
| Intech Investment Management LLC | 137,928 | $1,798 萬 | 0.16% | −17,746−11.4% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 142,100 | $1,852 萬 | 0.12% | +3,000+2.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 142,169 | $1,852 萬 | 0.44% | −16,873−10.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 144,747 | $1,872 萬 | 0.03% | 00.0% | 不變 |
| Stifel Financial Corp | 147,642 | $1,923 萬 | 0.02% | −97,118−39.7% | 減碼 |
| AXA Investment Managers S.A. | 147,667 | $1,923 萬 | 0.05% | +147,667 | 新進 |
| Varma Mutual Pension Insurance Co | 149,129 | $1,944 萬 | 0.12% | +11,900+8.7% | 加碼 |
| Two Sigma Investments, LP | 154,440 | $2,012 萬 | 0.03% | −471,906−75.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 159,657 | $2,080 萬 | 0.12% | +7,337+4.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 162,321 | $2,116 萬 | 0.11% | +8,197+5.3% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,806 | $2,148 萬 | 0.06% | +37,029+29.0% | 加碼 |
| Canerector Inc | 125,000 | $2,267 萬 | 11.57% | 00.0% | 不變 |
| Cardinal Point Capital Management, ULC | 177,447 | $2,312 萬 | 1.62% | −4,956−2.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 180,563 | $2,353 萬 | 0.12% | +173,758+2,553.4% | 加碼 |
| Neuberger Berman Group LLC | 185,565 | $2,419 萬 | 0.02% | −6,278−3.3% | 減碼 |
| Forsta Ap-Fonden | 214,600 | $2,797 萬 | 0.17% | −26,800−11.1% | 減碼 |
| Intact Investment Management Inc. | 217,230 | $2,831 萬 | 0.86% | −14,320−6.2% | 減碼 |
| Rempart Asset Management Inc. | 221,770 | $2,892 萬 | 5.35% | +1,145+0.5% | 加碼 |
| Montrusco Bolton Investments Inc. | 227,141 | $2,960 萬 | 0.34% | +33,251+17.1% | 加碼 |
| American Century Companies Inc | 243,615 | $3,175 萬 | 0.02% | +46,884+23.8% | 加碼 |
| Renaissance Technologies LLC | 247,795 | $3,228 萬 | 0.04% | +41,900+20.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,184 | $3,795 萬 | 0.09% | −15,755−5.1% | 減碼 |
| Franklin Resources Inc | 299,029 | $3,881 萬 | 0.01% | −35,017−10.5% | 減碼 |
| First Trust Advisors LP | 300,395 | $3,913 萬 | 0.03% | −70,423−19.0% | 減碼 |