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 4 季 13F 持有人
Bank of Montreal 在 2025/12/31 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
- 617
- 較 2025 年第 3 季 +53 家
- 持有股數
- 3.31 億
- 較 2025 年第 3 季 −486.1 萬 (−1.4%)
- 總市值
- $432.2 億
- 較 2025 年第 3 季 −$6.53 億 (−1.5%)
- 新進機構
- 95
- 另有 186 家加碼
- 清倉機構
- 42
- 另有 201 家減碼
另有 14 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 50,087,971 | $65.0 億 | 1.14% | −15,377,542−23.5% | 減碼 |
| Vanguard Group Inc | 33,017,205 | $42.9 億 | 0.06% | +673,248+2.1% | 加碼 |
| Bank of Montreal | 28,165,528 | $36.6 億 | 1.50% | −335,865−1.2% | 減碼 |
| TD Asset Management Inc | 19,372,601 | $25.2 億 | 2.03% | +293,575+1.5% | 加碼 |
| CIBC World Markets Inc. | 12,551,773 | $16.3 億 | 2.92% | +106,918+0.9% | 加碼 |
| National Bank of Canada | 11,003,421 | $14.3 億 | 1.47% | −248,736−2.2% | 減碼 |
| 1832 Asset Management L.P. | 10,417,243 | $13.5 億 | 1.71% | +4,080,743+64.4% | 加碼 |
| FIL Ltd | 9,445,162 | $12.3 億 | 0.92% | +1,245,500+15.2% | 加碼 |
| Mackenzie Financial Corp | 9,293,270 | $12.1 億 | 1.43% | −223,045−2.3% | 減碼 |
| Norges Bank | 8,156,958 | $10.6 億 | 0.11% | +8,156,958 | 新進 |
| Geode Capital Management, LLC | 7,030,219 | $9.32 億 | 0.06% | +442,812+6.7% | 加碼 |
| FMR LLC | 6,597,931 | $8.57 億 | 0.04% | −1,500,741−18.5% | 減碼 |
| Toronto Dominion Bank | 6,503,168 | $8.45 億 | 1.49% | +402,204+6.6% | 加碼 |
| Canada Pension Plan Investment Board | 6,325,714 | $8.22 億 | 0.55% | +2,475,121+64.3% | 加碼 |
| CIBC Asset Management Inc | 6,237,739 | $8.15 億 | 1.97% | −1,022,421−14.1% | 減碼 |
| Bank of Nova Scotia | 5,965,369 | $7.75 億 | 1.15% | −408,232−6.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $7.05 億 | 1.20% | 00.0% | 不變 |
| Beutel, Goodman & Co Ltd. | 4,990,717 | $6.49 億 | 3.99% | −397,009−7.4% | 減碼 |
| Legal & General Group Plc | 4,550,324 | $5.92 億 | 0.13% | +24,658+0.5% | 加碼 |
| Fiera Capital Corp | 3,981,598 | $5.17 億 | 1.64% | +14,378+0.4% | 加碼 |
| Morgan Stanley | 3,817,406 | $4.95 億 | 0.03% | +1,628,318+74.4% | 加碼 |
| Dimensional Fund Advisors LP | 3,588,944 | $4.66 億 | 0.10% | +31,478+0.9% | 加碼 |
| Scotia Capital Inc. | 3,577,883 | $4.65 億 | 1.87% | +6,122+0.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,377,840 | $4.39 億 | 1.68% | −50,178−1.5% | 減碼 |
| JPMorgan Chase & Co | 3,297,431 | $4.28 億 | 0.03% | −736,755−18.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,267,462 | $4.24 億 | 0.72% | −5,172−0.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,804,743 | $3.65 億 | 0.30% | −117,084−4.0% | 減碼 |
| Bank of America Corp | 2,402,278 | $3.12 億 | 0.02% | −726,377−23.2% | 減碼 |
| TD Waterhouse Canada Inc. | 2,316,589 | $3.01 億 | 1.87% | −60,308−2.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,069,545 | $2.69 億 | 0.70% | −210,310−9.2% | 減碼 |
| Charles Schwab Investment Management Inc | 1,968,071 | $2.56 億 | 0.04% | +15,814+0.8% | 加碼 |
| Goldman Sachs Group Inc | 1,863,281 | $2.42 億 | 0.03% | −1,581,479−45.9% | 減碼 |
| Letko, Brosseau & Associates Inc | 1,674,225 | $2.18 億 | 3.56% | −100,644−5.7% | 減碼 |
| Invesco Ltd. | 1,576,288 | $2.05 億 | 0.02% | −30,081−1.9% | 減碼 |
| Massachusetts Financial Services Co | 1,521,909 | $1.98 億 | 0.06% | −3,508−0.2% | 減碼 |
| Deutsche Bank AG | 1,450,662 | $1.88 億 | 0.06% | +75,217+5.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,434,421 | $1.86 億 | 0.14% | +299,414+26.4% | 加碼 |
| Cardinal Capital Management, Inc. | 988,492 | $1.76 億 | 3.96% | −119,500−10.8% | 減碼 |
| Newport Trust Co | 1,315,207 | $1.71 億 | 0.41% | −6,708−0.5% | 減碼 |
| Amundi | 1,289,261 | $1.69 億 | 0.05% | +319,957+33.0% | 加碼 |
| Omers Administration Corp | 1,244,155 | $1.62 億 | 1.15% | +111,200+9.8% | 加碼 |
| Acadian Asset Management LLC | 1,201,968 | $1.56 億 | 0.26% | −1,789,702−59.8% | 減碼 |
| Clearbridge Investments, LLC | 1,185,077 | $1.54 億 | 0.12% | −111,373−8.6% | 減碼 |
| MUFG Securities (Canada), Ltd. | 1,083,543 | $1.41 億 | 3.91% | −101,847−8.6% | 減碼 |
| Aviso Financial Inc. | 1,022,316 | $1.33 億 | 5.05% | +20,217+2.0% | 加碼 |
| Alberta Investment Management Corp | 1,000,300 | $1.30 億 | 0.78% | −108,200−9.8% | 減碼 |
| Addenda Capital Inc. | 725,333 | $1.29 億 | 3.79% | −9,283−1.3% | 減碼 |
| BCV Asset Management Inc. | 654,737 | $1.28 億 | 3.23% | +654,737 | 新進 |
| British Columbia Investment Management Corp | 935,883 | $1.22 億 | 0.64% | +314,716+50.7% | 加碼 |
| Federated Hermes, Inc. | 865,639 | $1.12 億 | 0.19% | −323,454−27.2% | 減碼 |
| Bank of New York Mellon Corp | 738,973 | $9,591 萬 | 0.02% | −17,527−2.3% | 減碼 |
| Agf Management Ltd | 637,754 | $9,429 萬 | 0.41% | +275,114+75.9% | 加碼 |
| Guardian Capital LP | 680,733 | $8,845 萬 | 2.62% | −1,036,509−60.4% | 減碼 |
| BlackRock, Inc. | 644,302 | $8,362 萬 | 0.00% | +3,121+0.5% | 加碼 |
| Van Eck Associates Corp | 619,368 | $8,045 萬 | 0.07% | +140,617+29.4% | 加碼 |
| Aviva PLC | 610,264 | $7,932 萬 | 0.13% | +31,565+5.5% | 加碼 |
| Northern Trust Corp | 546,110 | $7,088 萬 | 0.01% | +2,360+0.4% | 加碼 |
| Nuveen, LLC | 533,388 | $6,936 萬 | 0.02% | −1,237−0.2% | 減碼 |
| Citigroup Inc | 528,447 | $6,872 萬 | 0.05% | +26,065+5.2% | 加碼 |
| UBS Group AG | 518,524 | $6,730 萬 | 0.01% | −1,608,853−75.6% | 減碼 |
| Bank of Nova Scotia Trust Co | 511,456 | $6,638 萬 | 5.77% | +5,957+1.2% | 加碼 |
| Quadrature Capital Ltd | 507,782 | $6,603 萬 | 0.67% | +507,782 | 新進 |
| Korea Investment CORP | 488,726 | $6,355 萬 | 0.13% | +76,214+18.5% | 加碼 |
| Jefferies Financial Group Inc. | 479,492 | $6,223 萬 | 0.51% | +472,000+6,300.1% | 加碼 |
| Hillsdale Investment Management Inc. | 478,120 | $6,220 萬 | 1.72% | −46,902−8.9% | 減碼 |
| Value Partners Investments Inc. | 465,338 | $6,052 萬 | 4.64% | −45,983−9.0% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 464,627 | $6,034 萬 | 4.14% | −129,676−21.8% | 減碼 |
| State of Tennessee, Treasury Department | 399,601 | $5,470 萬 | 0.17% | −18,138−4.3% | 減碼 |
| Pictet Asset Management Holding SA | 401,756 | $5,224 萬 | 0.05% | +4,973+1.3% | 加碼 |
| Guardian Partners Inc. | 371,924 | $5,216 萬 | 4.18% | +33,190+9.8% | 加碼 |
| Public Sector Pension Investment Board | 391,429 | $5,084 萬 | 0.17% | +27,551+7.6% | 加碼 |
| Delaney Capital Management Ltd. | 385,029 | $5,007 萬 | 8.30% | +385,029 | 新進 |
| Raymond James Financial Inc | 382,192 | $4,960 萬 | 0.02% | −110,756−22.5% | 減碼 |
| Wells Fargo & Company | 365,849 | $4,754 萬 | 0.01% | −104,042−22.1% | 減碼 |
| Great West Life Assurance Co | 356,827 | $4,641 萬 | 0.08% | −83,727−19.0% | 減碼 |
| Qube Research & Technologies Ltd | 350,787 | $4,553 萬 | 0.07% | +265,852+313.0% | 加碼 |
| LPL Financial LLC | 339,198 | $4,402 萬 | 0.01% | −58,329−14.7% | 減碼 |
| Envestnet Asset Management Inc | 331,169 | $4,298 萬 | 0.01% | −102,283−23.6% | 減碼 |
| Russell Investments Group, Ltd. | 318,561 | $4,144 萬 | 0.05% | −51,830−14.0% | 減碼 |
| Franklin Resources Inc | 317,254 | $4,120 萬 | 0.01% | +18,225+6.1% | 加碼 |
| APG Asset Management N.V. | 368,969 | $4,085 萬 | 0.12% | −40,331−9.9% | 減碼 |
| Purpose Unlimited Inc. | 301,031 | $3,909 萬 | 1.79% | +301,031 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 299,918 | $3,900 萬 | 0.08% | +8,734+3.0% | 加碼 |
| First Trust Advisors LP | 288,183 | $3,740 萬 | 0.03% | −12,212−4.1% | 減碼 |
| American Century Companies Inc | 280,923 | $3,648 萬 | 0.02% | +37,308+15.3% | 加碼 |
| AQR Capital Management LLC | 275,988 | $3,584 萬 | 0.02% | +230,020+500.4% | 加碼 |
| State of Wisconsin Investment Board | 259,753 | $3,378 萬 | 0.08% | +259,753 | 新進 |
| Millennium Management LLC | 251,707 | $3,268 萬 | 0.02% | +233,288+1,266.6% | 加碼 |
| Intech Investment Management LLC | 233,814 | $3,040 萬 | 0.27% | +95,886+69.5% | 加碼 |
| Neuberger Berman Group LLC | 212,172 | $2,759 萬 | 0.02% | +26,607+14.3% | 加碼 |
| Intact Investment Management Inc. | 212,320 | $2,757 萬 | 0.79% | −4,910−2.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 209,417 | $2,723 萬 | 0.14% | +28,854+16.0% | 加碼 |
| Montrusco Bolton Investments Inc. | 208,443 | $2,711 萬 | 0.34% | −18,698−8.2% | 減碼 |
| Rempart Asset Management Inc. | 207,665 | $2,698 萬 | 5.10% | −14,105−6.4% | 減碼 |
| Man Group plc | 204,396 | $2,657 萬 | 0.05% | +162,237+384.8% | 加碼 |
| Jane Street Group, LLC | 201,553 | $2,616 萬 | 0.03% | +64,710+47.3% | 加碼 |
| Investment Management Corp of Ontario | 185,538 | $2,408 萬 | 0.32% | +61,662+49.8% | 加碼 |
| Forsta Ap-Fonden | 180,600 | $2,348 萬 | 0.14% | −34,000−15.8% | 減碼 |
| Cardinal Point Capital Management, ULC | 178,488 | $2,321 萬 | 1.52% | +1,041+0.6% | 加碼 |
| Canerector Inc | 125,000 | $2,228 萬 | 10.90% | 00.0% | 不變 |