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 |
|---|---|---|---|---|---|
| Letko, Brosseau & Associates Inc | 1,580,030 | $2.13 億 | 3.44% | −94,195−5.6% | 減碼 |
| Barclays PLC | 1,579,728 | $2.14 億 | 0.08% | +1,550,882+5,376.4% | 加碼 |
| Bank of America Corp | 1,631,276 | $2.21 億 | 0.02% | −771,002−32.1% | 減碼 |
| Invesco Ltd. | 1,706,284 | $2.31 億 | 0.02% | +129,996+8.2% | 加碼 |
| Massachusetts Financial Services Co | 1,351,314 | $2.54 億 | 0.09% | −170,595−11.2% | 減碼 |
| Charles Schwab Investment Management Inc | 2,003,979 | $2.71 億 | 0.04% | +35,908+1.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,090,424 | $2.83 億 | 0.65% | +20,879+1.0% | 加碼 |
| Morgan Stanley | 2,203,613 | $2.98 億 | 0.02% | −1,613,793−42.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,434,845 | $3.29 億 | 0.28% | −369,898−13.2% | 減碼 |
| Goldman Sachs Group Inc | 2,588,821 | $3.50 億 | 0.05% | +725,540+38.9% | 加碼 |
| Beutel, Goodman & Co Ltd. | 3,101,868 | $4.19 億 | 2.84% | −1,888,849−37.8% | 減碼 |
| Scotia Capital Inc. | 3,461,718 | $4.66 億 | 1.92% | −116,165−3.2% | 減碼 |
| Fiera Capital Corp | 3,486,620 | $4.71 億 | 1.61% | −494,978−12.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,495,672 | $4.73 億 | 0.78% | +228,210+7.0% | 加碼 |
| Dimensional Fund Advisors LP | 3,688,644 | $4.99 億 | 0.10% | +99,700+2.8% | 加碼 |
| JPMorgan Chase & Co | 3,815,570 | $5.02 億 | 0.03% | +518,139+15.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,998,880 | $5.37 億 | 1.93% | +621,040+18.4% | 加碼 |
| Legal & General Group Plc | 4,603,151 | $6.21 億 | 0.14% | +52,827+1.2% | 加碼 |
| Vanguard Global Advisers, LLC | 4,984,278 | $6.75 億 | 0.36% | +4,984,278 | 新進 |
| Bank of Nova Scotia | 5,032,483 | $6.81 億 | 1.19% | −932,886−15.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $7.32 億 | 1.17% | 00.0% | 不變 |
| Toronto Dominion Bank | 6,197,393 | $8.40 億 | 1.62% | −305,775−4.7% | 減碼 |
| Vanguard Fiduciary Trust Co | 6,235,690 | $8.45 億 | 0.21% | +6,235,690 | 新進 |
| Canada Pension Plan Investment Board | 6,238,876 | $8.45 億 | 0.55% | −86,838−1.4% | 減碼 |
| TD Waterhouse Canada Inc. | 6,227,516 | $8.49 億 | 2.52% | +3,910,927+168.8% | 加碼 |
| CIBC Asset Management Inc | 6,780,318 | $9.20 億 | 2.25% | +542,579+8.7% | 加碼 |
| FMR LLC | 7,293,193 | $9.88 億 | 0.05% | +695,262+10.5% | 加碼 |
| Geode Capital Management, LLC | 7,312,069 | $10.2 億 | 0.06% | +281,850+4.0% | 加碼 |
| Mackenzie Financial Corp | 8,582,188 | $11.6 億 | 1.39% | −711,082−7.7% | 減碼 |
| 1832 Asset Management L.P. | 9,599,929 | $13.0 億 | 1.72% | −817,314−7.8% | 減碼 |
| National Bank of Canada | 10,760,298 | $14.5 億 | 1.49% | −243,123−2.2% | 減碼 |
| FIL Ltd | 11,494,233 | $15.6 億 | 1.21% | +2,049,071+21.7% | 加碼 |
| CIBC World Markets Inc. | 13,185,798 | $17.9 億 | 3.14% | +634,025+5.1% | 加碼 |
| TD Asset Management Inc | 19,086,601 | $25.8 億 | 2.09% | −286,000−1.5% | 減碼 |
| Vanguard Capital Management LLC | 20,280,840 | $27.5 億 | 0.07% | +20,280,840 | 新進 |
| Bank of Montreal | 27,997,338 | $37.9 億 | 1.60% | −168,190−0.6% | 減碼 |
| Royal Bank of Canada | 52,598,042 | $71.2 億 | 1.35% | +2,510,071+5.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −167,739−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −164,995−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −104,200−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −53,898−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −27,367−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −25,894−100.0% | 清倉 |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −23,701−100.0% | 清倉 |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −19,448−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −15,996−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,048−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −13,700−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,693−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,550−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −9,618−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −8,173−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,085−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,835−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −6,317−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,866−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,781−100.0% | 清倉 |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −5,655−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −5,336−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,759−100.0% | 清倉 |
| Heck Capital Advisors, LLC | 0 | $0 | 0.00% | −4,636−100.0% | 清倉 |
| Xponance, Inc. | 0 | $0 | 0.00% | −4,489−100.0% | 清倉 |
| Rowland & Co Investment Counsel | 0 | $0 | 0.00% | −4,476−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −4,432−100.0% | 清倉 |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −2,419−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −2,299−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −2,216−100.0% | 清倉 |
| Westerkirk Capital Inc. | 0 | $0 | 0.00% | −2,064−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −1,878−100.0% | 清倉 |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −1,775−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,739−100.0% | 清倉 |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −1,677−100.0% | 清倉 |
| Atlantic Family Wealth, LLC | 0 | $0 | 0.00% | −1,568−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,256−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,250−100.0% | 清倉 |
| Operose Advisors LLC | 0 | $0 | 0.00% | −1,093−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −262−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −186−100.0% | 清倉 |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −139−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Forsta Ap-Fonden | – | – | – | – | 本季未申報 |
| David Loasby | – | – | – | – | 本季未申報 |
| Passumpsic Savings Bank | – | – | – | – | 本季未申報 |
| Vantage Financial Partners, LLC | – | – | – | – | 本季未申報 |
| Alongside, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Trust Co of Vermont | – | – | – | – | 本季未申報 |
| GPS Wealth Strategies Group, LLC | – | – | – | – | 本季未申報 |