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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 187,747 | $2,535 萬 | 0.25% | −46,067−19.7% | 減碼 |
| Cardinal Point Capital Management, ULC | 176,674 | $2,388 萬 | 1.46% | −1,814−1.0% | 減碼 |
| Canerector Inc | 125,000 | $2,355 萬 | 11.16% | 00.0% | 不變 |
| SEB Asset Management AB | 174,150 | $2,351 萬 | 0.10% | +174,150 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 166,129 | $2,243 萬 | 0.12% | +1,134+0.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 165,213 | $2,231 萬 | 0.15% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 157,356 | $2,125 萬 | 0.05% | +25,531+19.4% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 152,951 | $2,065 萬 | 0.31% | +50,791+49.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 149,995 | $2,032 萬 | 0.47% | +3,137+2.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 144,747 | $1,990 萬 | 0.03% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 143,329 | $1,935 萬 | 0.11% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 140,804 | $1,901 萬 | 2.87% | +24,638+21.2% | 加碼 |
| Generali Asset Management SPA SGR | 95,858 | $1,806 萬 | 0.38% | +9,186+10.6% | 加碼 |
| Cidel Asset Management Inc | 130,608 | $1,763 萬 | 0.96% | +109,313+513.3% | 加碼 |
| Swiss Life Asset Management Ltd | 122,555 | $1,659 萬 | 0.08% | +11,760+10.6% | 加碼 |
| OpenArc Corporate Advisory, LLC | 116,090 | $1,571 萬 | 0.22% | +59+0.1% | 加碼 |
| Genus Capital Management Inc. | 112,448 | $1,518 萬 | 1.74% | +84,926+308.6% | 加碼 |
| USS Investment Management Ltd | 110,275 | $1,490 萬 | 0.06% | +1,126+1.0% | 加碼 |
| Vontobel Holding Ltd. | 107,319 | $1,454 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Financial Partners, Inc. | 105,598 | $1,429 萬 | 0.11% | −1,575−1.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 103,182 | $1,393 萬 | 0.14% | +410+0.4% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 100,673 | $1,363 萬 | 3.23% | +2,043+2.1% | 加碼 |
| Stifel Financial Corp | 99,316 | $1,344 萬 | 0.01% | −24,174−19.6% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $1,299 萬 | 0.88% | 00.0% | 不變 |
| Wellington Management Group LLP | 92,145 | $1,244 萬 | 0.00% | +11,416+14.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 89,100 | $1,206 萬 | 0.45% | +70,300+373.9% | 加碼 |
| Claret Asset Management Corp | 88,514 | $1,199 萬 | 1.43% | −500−0.6% | 減碼 |
| Maryland State Retirement & Pension System | 80,062 | $1,085 萬 | 0.22% | +4,511+6.0% | 加碼 |
| Creative Planning | 78,353 | $1,060 萬 | 0.01% | +13,083+20.0% | 加碼 |
| Utah Retirement Systems | 77,606 | $1,048 萬 | 0.11% | −3,126−3.9% | 減碼 |
| Natixis Advisors, L.P. | 77,035 | $1,043 萬 | 0.01% | +4,869+6.7% | 加碼 |
| Alliancebernstein L.P. | 79,531 | $1,032 萬 | 0.00% | +10,941+16.0% | 加碼 |
| Citadel Advisors LLC | 71,165 | $963.1 萬 | 0.01% | +59,828+527.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 70,270 | $951.0 萬 | 0.01% | +55,271+368.5% | 加碼 |
| Quantinno Capital Management LP | 65,599 | $887.8 萬 | 0.01% | +18,164+38.3% | 加碼 |
| Avanza Fonder AB | 46,542 | $876.9 萬 | 0.24% | +962+2.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 62,396 | $844.8 萬 | 0.32% | +14,200+29.5% | 加碼 |
| Barometer Capital Management Inc. | 44,500 | $831.7 萬 | 2.85% | +1,455+3.4% | 加碼 |
| JCIC Asset Management Inc. | 61,364 | $829.5 萬 | 2.54% | +1,074+1.8% | 加碼 |
| Janus Henderson Group PLC | 61,427 | $827.1 萬 | 0.00% | −800−1.3% | 減碼 |
| Ameriprise Financial Inc | 50,792 | $798.2 萬 | 0.00% | +6,107+13.7% | 加碼 |
| M&T Bank Corp | 58,084 | $786.1 萬 | 0.03% | +462+0.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 57,104 | $772.8 萬 | 0.04% | −110,701−66.0% | 減碼 |
| Harvest Portfolios Group Inc. | 56,377 | $763.6 萬 | 0.13% | +19,498+52.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 54,623 | $739.6 萬 | 0.17% | +18,382+50.7% | 加碼 |
| Mariner, LLC | 54,618 | $738.8 萬 | 0.01% | −3,405−5.9% | 減碼 |
| Capital Fund Management S.A. | 54,170 | $733.1 萬 | 0.07% | −33,253−38.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 52,878 | $715.7 萬 | 0.04% | +243+0.5% | 加碼 |
| Public Employees Retirement System of Ohio | 52,594 | $709.9 萬 | 0.02% | −21,089−28.6% | 減碼 |
| Truist Financial Corp | 50,641 | $685.4 萬 | 0.01% | −14,156−21.8% | 減碼 |
| Romano Brothers and Company | 49,563 | $670.8 萬 | 0.76% | −675−1.3% | 減碼 |
| Cetera Investment Advisers | 48,668 | $658.7 萬 | 0.01% | −3,299−6.3% | 減碼 |
| K.J. Harrison & Partners Inc | 47,958 | $648.3 萬 | 1.07% | −1,648−3.3% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 34,266 | $645.6 萬 | 0.43% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 47,753 | $644.7 萬 | 0.01% | +45,520+2,038.5% | 加碼 |
| NBT Bank N A | 46,069 | $623.5 萬 | 0.41% | +44,769+3,443.8% | 加碼 |
| Allianz Asset Management GmbH | 45,867 | $619.3 萬 | 0.01% | +527+1.2% | 加碼 |
| Credit Agricole S A | 45,376 | $614.1 萬 | 0.02% | +32,312+247.3% | 加碼 |
| Jane Street Group, LLC | 43,646 | $590.7 萬 | 0.01% | −157,907−78.3% | 減碼 |
| PEAK6 LLC | 43,616 | $590.3 萬 | 0.17% | +43,616 | 新進 |
| PCJ Investment Counsel Ltd. | 43,300 | $586.6 萬 | 1.67% | +1,450+3.5% | 加碼 |
| Osmosis Investment Management UK Ltd | 43,356 | $585.0 萬 | 0.16% | −8,632−16.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 43,209 | $584.8 萬 | 0.11% | +43,209 | 新進 |
| Rathbone Brothers plc | 42,154 | $569.2 萬 | 0.02% | +770+1.9% | 加碼 |
| Bessemer Group Inc | 41,906 | $565.7 萬 | 0.01% | +1,415+3.5% | 加碼 |
| Northwest Bancshares, Inc. | 41,708 | $564.5 萬 | 1.12% | −1,127−2.6% | 減碼 |
| Man Group plc | 41,597 | $562.9 萬 | 0.01% | −162,799−79.6% | 減碼 |
| Baird Financial Group, Inc. | 41,181 | $557.3 萬 | 0.01% | +3,542+9.4% | 加碼 |
| Andra AP-fonden | 29,400 | $554.0 萬 | 0.07% | +29,400 | 新進 |
| Dana Investment Advisors, Inc. | 40,884 | $553.3 萬 | 0.16% | −9,681−19.1% | 減碼 |
| Advisory Services Network, LLC | 37,629 | $509.3 萬 | 0.07% | −2,496−6.2% | 減碼 |
| Commonwealth Equity Services, LLC | 35,745 | $483.8 萬 | 0.01% | −2,025−5.4% | 減碼 |
| Cumberland Partners Ltd | 34,895 | $471.7 萬 | 0.36% | −6,113−14.9% | 減碼 |
| Pinnacle Associates Ltd | 33,600 | $454.7 萬 | 0.06% | 00.0% | 不變 |
| Vertex Planning Partners, LLC | 31,959 | $432.5 萬 | 0.84% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 31,325 | $424.0 萬 | 0.01% | −1,894−5.7% | 減碼 |
| St Germain D J Co Inc | 31,288 | $423.5 萬 | 0.17% | −3,301−9.5% | 減碼 |
| Erste Asset Management GmbH | 30,300 | $398.0 萬 | 0.04% | +30,300 | 新進 |
| Ensign Peak Advisors, Inc | 26,929 | $363.6 萬 | 0.01% | −3,900−12.7% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 26,581 | $358.9 萬 | 1.62% | −70.0% | 減碼 |
| Natixis | 25,724 | $348.1 萬 | 0.01% | −14,404−35.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 25,062 | $339.2 萬 | 0.00% | +3,794+17.8% | 加碼 |
| US Bancorp | 24,843 | $336.2 萬 | 0.00% | −17−0.1% | 減碼 |
| Burkett Asset Management Ltd | 24,533 | $331.6 萬 | 3.27% | +833+3.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 23,971 | $324.4 萬 | 0.06% | −22−0.1% | 減碼 |
| Susquehanna Advisors Group, Inc. | 23,900 | $323.5 萬 | 0.15% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 23,606 | $319.5 萬 | 0.00% | −3,446−12.7% | 減碼 |
| Gold Investment Management Ltd. | 23,088 | $312.4 萬 | 0.97% | +189+0.8% | 加碼 |
| Quadrant Capital Group LLC | 22,756 | $308.0 萬 | 0.09% | −51−0.2% | 減碼 |
| ASR Vermogensbeheer N.V. | 22,213 | $299.9 萬 | 0.04% | 00.0% | 不變 |
| JustInvest LLC | 22,123 | $299.4 萬 | 0.03% | +622+2.9% | 加碼 |
| HighTower Advisors, LLC | 22,121 | $299.4 萬 | 0.00% | −6,307−22.2% | 減碼 |
| Two Sigma Investments, LP | 21,800 | $295.0 萬 | 0.00% | −54,640−71.5% | 減碼 |
| Assenagon Asset Management S.A. | 21,852 | $295.0 萬 | 0.00% | +117+0.5% | 加碼 |
| Zions Bancorporation, National Association | 21,550 | $291.7 萬 | 0.19% | −10,731−33.2% | 減碼 |
| Private Advisor Group, LLC | 20,944 | $283.5 萬 | 0.01% | +226+1.1% | 加碼 |
| Advisor Group Holdings, Inc. | 20,895 | $283.0 萬 | 0.00% | +26+0.1% | 加碼 |
| Cerity Partners LLC | 20,076 | $271.7 萬 | 0.00% | +1,997+11.0% | 加碼 |
| Murchinson Ltd. | 20,046 | $271.3 萬 | 1.09% | +6,699+50.2% | 加碼 |
| MML Investors Services, LLC | 19,900 | $269.3 萬 | 0.01% | −8,885−30.9% | 減碼 |