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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2026 年第 1 季 13F 持有人
Bank of Montreal 在 2026/3/31 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
- 637
- 較 2025 年第 4 季 +31 家
- 持有股數
- 3.28 億
- 較 2025 年第 4 季 +3,798 萬 (+13.1%)
- 總市值
- $444.7 億
- 較 2025 年第 4 季 +$66.2 億 (+17.5%)
- 新進機構
- 78
- 另有 207 家加碼
- 清倉機構
- 47
- 另有 213 家減碼
另有 11 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 52,598,042 | $71.2 億 | 1.35% | +2,510,071+5.0% | 加碼 |
| Bank of Montreal | 27,997,338 | $37.9 億 | 1.60% | −168,190−0.6% | 減碼 |
| Vanguard Capital Management LLC | 20,280,840 | $27.5 億 | 0.07% | +20,280,840 | 新進 |
| TD Asset Management Inc | 19,086,601 | $25.8 億 | 2.09% | −286,000−1.5% | 減碼 |
| CIBC World Markets Inc. | 13,185,798 | $17.9 億 | 3.14% | +634,025+5.1% | 加碼 |
| FIL Ltd | 11,494,233 | $15.6 億 | 1.21% | +2,049,071+21.7% | 加碼 |
| National Bank of Canada | 10,760,298 | $14.5 億 | 1.49% | −243,123−2.2% | 減碼 |
| 1832 Asset Management L.P. | 9,599,929 | $13.0 億 | 1.72% | −817,314−7.8% | 減碼 |
| Mackenzie Financial Corp | 8,582,188 | $11.6 億 | 1.39% | −711,082−7.7% | 減碼 |
| Geode Capital Management, LLC | 7,312,069 | $10.2 億 | 0.06% | +281,850+4.0% | 加碼 |
| FMR LLC | 7,293,193 | $9.88 億 | 0.05% | +695,262+10.5% | 加碼 |
| CIBC Asset Management Inc | 6,780,318 | $9.20 億 | 2.25% | +542,579+8.7% | 加碼 |
| TD Waterhouse Canada Inc. | 6,227,516 | $8.49 億 | 2.52% | +3,910,927+168.8% | 加碼 |
| Canada Pension Plan Investment Board | 6,238,876 | $8.45 億 | 0.55% | −86,838−1.4% | 減碼 |
| Vanguard Fiduciary Trust Co | 6,235,690 | $8.45 億 | 0.21% | +6,235,690 | 新進 |
| Toronto Dominion Bank | 6,197,393 | $8.40 億 | 1.62% | −305,775−4.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $7.32 億 | 1.17% | 00.0% | 不變 |
| Bank of Nova Scotia | 5,032,483 | $6.81 億 | 1.19% | −932,886−15.6% | 減碼 |
| Vanguard Global Advisers, LLC | 4,984,278 | $6.75 億 | 0.36% | +4,984,278 | 新進 |
| Legal & General Group Plc | 4,603,151 | $6.21 億 | 0.14% | +52,827+1.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,998,880 | $5.37 億 | 1.93% | +621,040+18.4% | 加碼 |
| JPMorgan Chase & Co | 3,815,570 | $5.02 億 | 0.03% | +518,139+15.7% | 加碼 |
| Dimensional Fund Advisors LP | 3,688,644 | $4.99 億 | 0.10% | +99,700+2.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,495,672 | $4.73 億 | 0.78% | +228,210+7.0% | 加碼 |
| Fiera Capital Corp | 3,486,620 | $4.71 億 | 1.61% | −494,978−12.4% | 減碼 |
| Scotia Capital Inc. | 3,461,718 | $4.66 億 | 1.92% | −116,165−3.2% | 減碼 |
| Beutel, Goodman & Co Ltd. | 3,101,868 | $4.19 億 | 2.84% | −1,888,849−37.8% | 減碼 |
| Goldman Sachs Group Inc | 2,588,821 | $3.50 億 | 0.05% | +725,540+38.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,434,845 | $3.29 億 | 0.28% | −369,898−13.2% | 減碼 |
| Morgan Stanley | 2,203,613 | $2.98 億 | 0.02% | −1,613,793−42.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,090,424 | $2.83 億 | 0.65% | +20,879+1.0% | 加碼 |
| Charles Schwab Investment Management Inc | 2,003,979 | $2.71 億 | 0.04% | +35,908+1.8% | 加碼 |
| Massachusetts Financial Services Co | 1,351,314 | $2.54 億 | 0.09% | −170,595−11.2% | 減碼 |
| Invesco Ltd. | 1,706,284 | $2.31 億 | 0.02% | +129,996+8.2% | 加碼 |
| Bank of America Corp | 1,631,276 | $2.21 億 | 0.02% | −771,002−32.1% | 減碼 |
| Barclays PLC | 1,579,728 | $2.14 億 | 0.08% | +1,550,882+5,376.4% | 加碼 |
| Letko, Brosseau & Associates Inc | 1,580,030 | $2.13 億 | 3.44% | −94,195−5.6% | 減碼 |
| Vanguard Asset Management, Ltd | 1,430,284 | $1.94 億 | 0.17% | +1,430,284 | 新進 |
| Deutsche Bank AG | 1,302,564 | $1.76 億 | 0.06% | −148,098−10.2% | 減碼 |
| Newport Trust Co | 1,297,365 | $1.76 億 | 0.43% | −17,842−1.4% | 減碼 |
| Omers Administration Corp | 1,220,655 | $1.65 億 | 1.06% | −23,500−1.9% | 減碼 |
| Acadian Asset Management LLC | 1,195,281 | $1.61 億 | 0.23% | −6,687−0.6% | 減碼 |
| Clearbridge Investments, LLC | 1,132,160 | $1.52 億 | 0.13% | −52,917−4.5% | 減碼 |
| Amundi | 1,105,043 | $1.52 億 | 0.04% | −184,218−14.3% | 減碼 |
| Public Sector Pension Investment Board | 1,115,513 | $1.51 億 | 0.47% | +724,084+185.0% | 加碼 |
| MUFG Securities (Canada), Ltd. | 1,047,567 | $1.42 億 | 4.07% | −35,976−3.3% | 減碼 |
| Cardinal Capital Management, Inc. | 1,004,527 | $1.36 億 | 3.65% | +16,035+1.6% | 加碼 |
| Aviso Financial Inc. | 999,301 | $1.35 億 | 4.80% | −23,015−2.3% | 減碼 |
| Addenda Capital Inc. | 674,068 | $1.27 億 | 3.58% | −51,265−7.1% | 減碼 |
| British Columbia Investment Management Corp | 887,637 | $1.20 億 | 0.71% | −48,246−5.2% | 減碼 |
| Alberta Investment Management Corp | 842,168 | $1.14 億 | 0.70% | −158,132−15.8% | 減碼 |
| Van Eck Associates Corp | 828,183 | $1.12 億 | 0.08% | +208,815+33.7% | 加碼 |
| UBS Group AG | 817,006 | $1.11 億 | 0.02% | +298,482+57.6% | 加碼 |
| BlackRock, Inc. | 718,490 | $9,724 萬 | 0.00% | +74,188+11.5% | 加碼 |
| Bank of New York Mellon Corp | 710,262 | $9,613 萬 | 0.02% | −28,711−3.9% | 減碼 |
| Guardian Capital LP | 680,673 | $9,190 萬 | 2.43% | −600.0% | 減碼 |
| BCV Asset Management Inc. | 655,741 | $8,851 萬 | 3.04% | +1,004+0.2% | 加碼 |
| Aviva PLC | 627,242 | $8,469 萬 | 0.14% | +16,978+2.8% | 加碼 |
| Federated Hermes, Inc. | 604,552 | $8,182 萬 | 0.13% | −261,087−30.2% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 596,325 | $8,079 萬 | 5.81% | +131,698+28.3% | 加碼 |
| Northern Trust Corp | 564,957 | $7,646 萬 | 0.01% | +18,847+3.5% | 加碼 |
| Hillsdale Investment Management Inc. | 543,809 | $7,364 萬 | 2.00% | +65,689+13.7% | 加碼 |
| Agf Management Ltd | 448,932 | $7,236 萬 | 0.32% | −188,822−29.6% | 減碼 |
| Zurich Insurance Group Ltd | 533,308 | $7,199 萬 | 0.57% | +533,308 | 新進 |
| Nuveen, LLC | 529,838 | $7,154 萬 | 0.02% | −3,550−0.7% | 減碼 |
| Bank of Nova Scotia Trust Co | 496,009 | $6,713 萬 | 5.76% | −15,447−3.0% | 減碼 |
| Value Partners Investments Inc. | 440,552 | $5,955 萬 | 4.54% | −24,786−5.3% | 減碼 |
| AQR Capital Management LLC | 434,208 | $5,827 萬 | 0.03% | +158,220+57.3% | 加碼 |
| Citigroup Inc | 423,209 | $5,714 萬 | 0.04% | −105,238−19.9% | 減碼 |
| State of Tennessee, Treasury Department | 402,401 | $5,433 萬 | 0.18% | +2,800+0.7% | 加碼 |
| Intact Investment Management Inc. | 389,505 | $5,274 萬 | 1.50% | +177,185+83.5% | 加碼 |
| Korea Investment CORP | 390,255 | $5,269 萬 | 0.11% | −98,471−20.1% | 減碼 |
| Delaney Capital Management Ltd. | 386,109 | $5,219 萬 | 8.39% | +1,080+0.3% | 加碼 |
| Pictet Asset Management Holding SA | 379,414 | $5,123 萬 | 0.05% | −22,342−5.6% | 減碼 |
| Guardian Partners Inc. | 368,162 | $4,985 萬 | 4.16% | −3,762−1.0% | 減碼 |
| Great West Life Assurance Co | 365,098 | $4,922 萬 | 0.09% | +8,271+2.3% | 加碼 |
| Vanguard Investments Australia, Ltd. | 352,123 | $4,769 萬 | 0.14% | +352,123 | 新進 |
| Franklin Resources Inc | 344,903 | $4,672 萬 | 0.01% | +27,649+8.7% | 加碼 |
| American Century Companies Inc | 342,798 | $4,643 萬 | 0.02% | +61,875+22.0% | 加碼 |
| Russell Investments Group, Ltd. | 336,837 | $4,532 萬 | 0.05% | +18,276+5.7% | 加碼 |
| Raymond James Financial Inc | 324,227 | $4,388 萬 | 0.01% | −57,965−15.2% | 減碼 |
| APG Asset Management N.V. | 369,439 | $4,329 萬 | 0.14% | +470+0.1% | 加碼 |
| Purpose Unlimited Inc. | 318,347 | $4,309 萬 | 1.78% | +17,316+5.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 309,417 | $4,178 萬 | 0.09% | +9,499+3.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 302,103 | $4,091 萬 | 0.03% | −1,132,318−78.9% | 減碼 |
| Wells Fargo & Company | 290,295 | $3,925 萬 | 0.01% | −75,554−20.7% | 減碼 |
| LPL Financial LLC | 289,549 | $3,919 萬 | 0.01% | −49,649−14.6% | 減碼 |
| First Trust Advisors LP | 272,416 | $3,687 萬 | 0.03% | −15,767−5.5% | 減碼 |
| Envestnet Asset Management Inc | 270,468 | $3,661 萬 | 0.01% | −60,701−18.3% | 減碼 |
| State of Wisconsin Investment Board | 248,353 | $3,353 萬 | 0.08% | −11,400−4.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 244,022 | $3,295 萬 | 0.17% | +34,605+16.5% | 加碼 |
| Millennium Management LLC | 241,982 | $3,275 萬 | 0.02% | −9,725−3.9% | 減碼 |
| Picton Mahoney Asset Management | 237,936 | $3,224 萬 | 0.34% | +224,953+1,732.7% | 加碼 |
| Capital Wealth Planning, LLC | 234,353 | $3,172 萬 | 0.17% | +137,568+142.1% | 加碼 |
| Qube Research & Technologies Ltd | 213,430 | $2,889 萬 | 0.04% | −137,357−39.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 210,007 | $2,844 萬 | 0.03% | +99,942+90.8% | 加碼 |
| Montrusco Bolton Investments Inc. | 204,967 | $2,767 萬 | 0.42% | −3,476−1.7% | 減碼 |
| Neuberger Berman Group LLC | 206,387 | $2,748 萬 | 0.02% | −5,785−2.7% | 減碼 |
| Investment Management Corp of Ontario | 199,768 | $2,704 萬 | 0.35% | +14,230+7.7% | 加碼 |
| Rempart Asset Management Inc. | 191,899 | $2,591 萬 | 5.45% | −15,766−7.6% | 減碼 |