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
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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 62,396 | $844.8 萬 | 0.32% | +14,200+29.5% | 加碼 |
| Avanza Fonder AB | 46,542 | $876.9 萬 | 0.24% | +962+2.1% | 加碼 |
| Quantinno Capital Management LP | 65,599 | $887.8 萬 | 0.01% | +18,164+38.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 70,270 | $951.0 萬 | 0.01% | +55,271+368.5% | 加碼 |
| Citadel Advisors LLC | 71,165 | $963.1 萬 | 0.01% | +59,828+527.7% | 加碼 |
| Alliancebernstein L.P. | 79,531 | $1,032 萬 | 0.00% | +10,941+16.0% | 加碼 |
| Natixis Advisors, L.P. | 77,035 | $1,043 萬 | 0.01% | +4,869+6.7% | 加碼 |
| Utah Retirement Systems | 77,606 | $1,048 萬 | 0.11% | −3,126−3.9% | 減碼 |
| Creative Planning | 78,353 | $1,060 萬 | 0.01% | +13,083+20.0% | 加碼 |
| Maryland State Retirement & Pension System | 80,062 | $1,085 萬 | 0.22% | +4,511+6.0% | 加碼 |
| Claret Asset Management Corp | 88,514 | $1,199 萬 | 1.43% | −500−0.6% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 89,100 | $1,206 萬 | 0.45% | +70,300+373.9% | 加碼 |
| Wellington Management Group LLP | 92,145 | $1,244 萬 | 0.00% | +11,416+14.1% | 加碼 |
| American Assets Investment Management, LLC | 96,000 | $1,299 萬 | 0.88% | 00.0% | 不變 |
| Stifel Financial Corp | 99,316 | $1,344 萬 | 0.01% | −24,174−19.6% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 100,673 | $1,363 萬 | 3.23% | +2,043+2.1% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 103,182 | $1,393 萬 | 0.14% | +410+0.4% | 加碼 |
| Pinnacle Financial Partners, Inc. | 105,598 | $1,429 萬 | 0.11% | −1,575−1.5% | 減碼 |
| Vontobel Holding Ltd. | 107,319 | $1,454 萬 | 0.05% | 00.0% | 不變 |
| USS Investment Management Ltd | 110,275 | $1,490 萬 | 0.06% | +1,126+1.0% | 加碼 |
| Genus Capital Management Inc. | 112,448 | $1,518 萬 | 1.74% | +84,926+308.6% | 加碼 |
| OpenArc Corporate Advisory, LLC | 116,090 | $1,571 萬 | 0.22% | +59+0.1% | 加碼 |
| Swiss Life Asset Management Ltd | 122,555 | $1,659 萬 | 0.08% | +11,760+10.6% | 加碼 |
| Cidel Asset Management Inc | 130,608 | $1,763 萬 | 0.96% | +109,313+513.3% | 加碼 |
| Generali Asset Management SPA SGR | 95,858 | $1,806 萬 | 0.38% | +9,186+10.6% | 加碼 |
| Triasima Portfolio Management inc. | 140,804 | $1,901 萬 | 2.87% | +24,638+21.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 143,329 | $1,935 萬 | 0.11% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 144,747 | $1,990 萬 | 0.03% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 149,995 | $2,032 萬 | 0.47% | +3,137+2.1% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 152,951 | $2,065 萬 | 0.31% | +50,791+49.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 157,356 | $2,125 萬 | 0.05% | +25,531+19.4% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 165,213 | $2,231 萬 | 0.15% | 00.0% | 不變 |
| Lansforsakringar Fondforvaltning AB (publ) | 166,129 | $2,243 萬 | 0.12% | +1,134+0.7% | 加碼 |
| SEB Asset Management AB | 174,150 | $2,351 萬 | 0.10% | +174,150 | 新進 |
| Canerector Inc | 125,000 | $2,355 萬 | 11.16% | 00.0% | 不變 |
| Cardinal Point Capital Management, ULC | 176,674 | $2,388 萬 | 1.46% | −1,814−1.0% | 減碼 |
| Intech Investment Management LLC | 187,747 | $2,535 萬 | 0.25% | −46,067−19.7% | 減碼 |
| Rempart Asset Management Inc. | 191,899 | $2,591 萬 | 5.45% | −15,766−7.6% | 減碼 |
| Investment Management Corp of Ontario | 199,768 | $2,704 萬 | 0.35% | +14,230+7.7% | 加碼 |
| Neuberger Berman Group LLC | 206,387 | $2,748 萬 | 0.02% | −5,785−2.7% | 減碼 |
| Montrusco Bolton Investments Inc. | 204,967 | $2,767 萬 | 0.42% | −3,476−1.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 210,007 | $2,844 萬 | 0.03% | +99,942+90.8% | 加碼 |
| Qube Research & Technologies Ltd | 213,430 | $2,889 萬 | 0.04% | −137,357−39.2% | 減碼 |
| Capital Wealth Planning, LLC | 234,353 | $3,172 萬 | 0.17% | +137,568+142.1% | 加碼 |
| Picton Mahoney Asset Management | 237,936 | $3,224 萬 | 0.34% | +224,953+1,732.7% | 加碼 |
| Millennium Management LLC | 241,982 | $3,275 萬 | 0.02% | −9,725−3.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 244,022 | $3,295 萬 | 0.17% | +34,605+16.5% | 加碼 |
| State of Wisconsin Investment Board | 248,353 | $3,353 萬 | 0.08% | −11,400−4.4% | 減碼 |
| Envestnet Asset Management Inc | 270,468 | $3,661 萬 | 0.01% | −60,701−18.3% | 減碼 |
| First Trust Advisors LP | 272,416 | $3,687 萬 | 0.03% | −15,767−5.5% | 減碼 |
| LPL Financial LLC | 289,549 | $3,919 萬 | 0.01% | −49,649−14.6% | 減碼 |
| Wells Fargo & Company | 290,295 | $3,925 萬 | 0.01% | −75,554−20.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 302,103 | $4,091 萬 | 0.03% | −1,132,318−78.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 309,417 | $4,178 萬 | 0.09% | +9,499+3.2% | 加碼 |
| Purpose Unlimited Inc. | 318,347 | $4,309 萬 | 1.78% | +17,316+5.8% | 加碼 |
| APG Asset Management N.V. | 369,439 | $4,329 萬 | 0.14% | +470+0.1% | 加碼 |
| Raymond James Financial Inc | 324,227 | $4,388 萬 | 0.01% | −57,965−15.2% | 減碼 |
| Russell Investments Group, Ltd. | 336,837 | $4,532 萬 | 0.05% | +18,276+5.7% | 加碼 |
| American Century Companies Inc | 342,798 | $4,643 萬 | 0.02% | +61,875+22.0% | 加碼 |
| Franklin Resources Inc | 344,903 | $4,672 萬 | 0.01% | +27,649+8.7% | 加碼 |
| Vanguard Investments Australia, Ltd. | 352,123 | $4,769 萬 | 0.14% | +352,123 | 新進 |
| Great West Life Assurance Co | 365,098 | $4,922 萬 | 0.09% | +8,271+2.3% | 加碼 |
| Guardian Partners Inc. | 368,162 | $4,985 萬 | 4.16% | −3,762−1.0% | 減碼 |
| Pictet Asset Management Holding SA | 379,414 | $5,123 萬 | 0.05% | −22,342−5.6% | 減碼 |
| Delaney Capital Management Ltd. | 386,109 | $5,219 萬 | 8.39% | +1,080+0.3% | 加碼 |
| Korea Investment CORP | 390,255 | $5,269 萬 | 0.11% | −98,471−20.1% | 減碼 |
| Intact Investment Management Inc. | 389,505 | $5,274 萬 | 1.50% | +177,185+83.5% | 加碼 |
| State of Tennessee, Treasury Department | 402,401 | $5,433 萬 | 0.18% | +2,800+0.7% | 加碼 |
| Citigroup Inc | 423,209 | $5,714 萬 | 0.04% | −105,238−19.9% | 減碼 |
| AQR Capital Management LLC | 434,208 | $5,827 萬 | 0.03% | +158,220+57.3% | 加碼 |
| Value Partners Investments Inc. | 440,552 | $5,955 萬 | 4.54% | −24,786−5.3% | 減碼 |
| Bank of Nova Scotia Trust Co | 496,009 | $6,713 萬 | 5.76% | −15,447−3.0% | 減碼 |
| Nuveen, LLC | 529,838 | $7,154 萬 | 0.02% | −3,550−0.7% | 減碼 |
| Zurich Insurance Group Ltd | 533,308 | $7,199 萬 | 0.57% | +533,308 | 新進 |
| Agf Management Ltd | 448,932 | $7,236 萬 | 0.32% | −188,822−29.6% | 減碼 |
| Hillsdale Investment Management Inc. | 543,809 | $7,364 萬 | 2.00% | +65,689+13.7% | 加碼 |
| Northern Trust Corp | 564,957 | $7,646 萬 | 0.01% | +18,847+3.5% | 加碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 596,325 | $8,079 萬 | 5.81% | +131,698+28.3% | 加碼 |
| Federated Hermes, Inc. | 604,552 | $8,182 萬 | 0.13% | −261,087−30.2% | 減碼 |
| Aviva PLC | 627,242 | $8,469 萬 | 0.14% | +16,978+2.8% | 加碼 |
| BCV Asset Management Inc. | 655,741 | $8,851 萬 | 3.04% | +1,004+0.2% | 加碼 |
| Guardian Capital LP | 680,673 | $9,190 萬 | 2.43% | −600.0% | 減碼 |
| Bank of New York Mellon Corp | 710,262 | $9,613 萬 | 0.02% | −28,711−3.9% | 減碼 |
| BlackRock, Inc. | 718,490 | $9,724 萬 | 0.00% | +74,188+11.5% | 加碼 |
| UBS Group AG | 817,006 | $1.11 億 | 0.02% | +298,482+57.6% | 加碼 |
| Van Eck Associates Corp | 828,183 | $1.12 億 | 0.08% | +208,815+33.7% | 加碼 |
| Alberta Investment Management Corp | 842,168 | $1.14 億 | 0.70% | −158,132−15.8% | 減碼 |
| British Columbia Investment Management Corp | 887,637 | $1.20 億 | 0.71% | −48,246−5.2% | 減碼 |
| Addenda Capital Inc. | 674,068 | $1.27 億 | 3.58% | −51,265−7.1% | 減碼 |
| Aviso Financial Inc. | 999,301 | $1.35 億 | 4.80% | −23,015−2.3% | 減碼 |
| Cardinal Capital Management, Inc. | 1,004,527 | $1.36 億 | 3.65% | +16,035+1.6% | 加碼 |
| MUFG Securities (Canada), Ltd. | 1,047,567 | $1.42 億 | 4.07% | −35,976−3.3% | 減碼 |
| Public Sector Pension Investment Board | 1,115,513 | $1.51 億 | 0.47% | +724,084+185.0% | 加碼 |
| Amundi | 1,105,043 | $1.52 億 | 0.04% | −184,218−14.3% | 減碼 |
| Clearbridge Investments, LLC | 1,132,160 | $1.52 億 | 0.13% | −52,917−4.5% | 減碼 |
| Acadian Asset Management LLC | 1,195,281 | $1.61 億 | 0.23% | −6,687−0.6% | 減碼 |
| Omers Administration Corp | 1,220,655 | $1.65 億 | 1.06% | −23,500−1.9% | 減碼 |
| Newport Trust Co | 1,297,365 | $1.76 億 | 0.43% | −17,842−1.4% | 減碼 |
| Deutsche Bank AG | 1,302,564 | $1.76 億 | 0.06% | −148,098−10.2% | 減碼 |
| Vanguard Asset Management, Ltd | 1,430,284 | $1.94 億 | 0.17% | +1,430,284 | 新進 |