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 2 季 13F 持有人
Bank of Montreal 在 2026/6/30 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
- 658
- 較 2026 年第 1 季 +30 家
- 持有股數
- 3.35 億
- 較 2026 年第 1 季 +754.0 萬 (+2.3%)
- 總市值
- $600.2 億
- 較 2026 年第 1 季 +$155.6 億 (+35.0%)
- 新進機構
- 93
- 另有 212 家加碼
- 清倉機構
- 63
- 另有 214 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SIG North Trading, ULC | 48,961 | $865.1 萬 | 1.58% | +48,961 | 新進 |
| Romano Brothers and Company | 49,163 | $868.7 萬 | 0.87% | −400−0.8% | 減碼 |
| Stifel Financial Corp | 49,980 | $883.1 萬 | 0.01% | −49,336−49.7% | 減碼 |
| Jane Street Group, LLC | 51,069 | $902.4 萬 | 0.01% | +7,423+17.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 52,280 | $923.8 萬 | 0.04% | −598−1.1% | 減碼 |
| Mariner, LLC | 53,126 | $938.7 萬 | 0.01% | −1,492−2.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 53,746 | $949.0 萬 | 0.19% | −877−1.6% | 減碼 |
| Harvest Portfolios Group Inc. | 55,038 | $972.8 萬 | 0.14% | −1,339−2.4% | 減碼 |
| AustralianSuper Pty Ltd | 56,745 | $1,002 萬 | 0.04% | +56,745 | 新進 |
| Wells Fargo & Company | 58,018 | $1,024 萬 | 0.00% | −232,277−80.0% | 減碼 |
| M&T Bank Corp | 58,015 | $1,025 萬 | 0.03% | −69−0.1% | 減碼 |
| Public Employees Retirement System of Ohio | 59,739 | $1,055 萬 | 0.03% | +7,145+13.6% | 加碼 |
| Barometer Capital Management Inc. | 42,500 | $1,058 萬 | 2.94% | −2,000−4.5% | 減碼 |
| Jupiter Topco LLC | 61,227 | $1,081 萬 | 0.00% | +61,227 | 新進 |
| Alliancebernstein L.P. | 81,746 | $1,106 萬 | 0.00% | +2,215+2.8% | 加碼 |
| Man Group plc | 62,678 | $1,108 萬 | 0.02% | +21,081+50.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 64,496 | $1,139 萬 | 0.36% | +2,100+3.4% | 加碼 |
| Envestnet Asset Management Inc | 67,031 | $1,184 萬 | 0.00% | −203,437−75.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 67,472 | $1,192 萬 | 0.06% | +10,368+18.2% | 加碼 |
| Utah Retirement Systems | 70,520 | $1,246 萬 | 0.12% | −7,086−9.1% | 減碼 |
| Avanza Fonder AB | 51,462 | $1,290 萬 | 0.28% | +4,920+10.6% | 加碼 |
| Andra AP-fonden | 52,000 | $1,303 萬 | 0.15% | +22,600+76.9% | 加碼 |
| Credit Agricole S A | 74,034 | $1,308 萬 | 0.03% | +28,658+63.2% | 加碼 |
| Natixis Advisors, L.P. | 78,109 | $1,380 萬 | 0.02% | +1,074+1.4% | 加碼 |
| OpenArc Corporate Advisory, LLC | 80,186 | $1,417 萬 | 0.17% | −35,904−30.9% | 減碼 |
| Brown Advisory Inc | 81,418 | $1,439 萬 | 0.02% | +79,047+3,333.9% | 加碼 |
| Creative Planning | 82,828 | $1,464 萬 | 0.01% | +4,475+5.7% | 加碼 |
| Quantinno Capital Management LP | 86,196 | $1,523 萬 | 0.02% | +20,597+31.4% | 加碼 |
| Claret Asset Management Corp | 88,680 | $1,567 萬 | 1.69% | +166+0.2% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 63,670 | $1,596 萬 | 0.91% | +29,404+85.8% | 加碼 |
| Raymond James Financial Inc | 90,897 | $1,606 萬 | 0.00% | −233,330−72.0% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $1,696 萬 | 1.03% | 00.0% | 不變 |
| USS Investment Management Ltd | 96,884 | $1,709 萬 | 0.07% | −13,391−12.1% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 101,991 | $1,802 萬 | 3.70% | +1,318+1.3% | 加碼 |
| Wellington Management Group LLP | 104,112 | $1,839 萬 | 0.00% | +11,967+13.0% | 加碼 |
| Vontobel Holding Ltd. | 105,819 | $1,868 萬 | 0.06% | −1,500−1.4% | 減碼 |
| Pinnacle Financial Partners, Inc. | 106,906 | $1,889 萬 | 0.13% | +1,308+1.2% | 加碼 |
| Maryland State Retirement & Pension System | 108,177 | $1,910 萬 | 0.33% | +28,115+35.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 144,747 | $1,950 萬 | 0.03% | 00.0% | 不變 |
| PensionDanmark Pensionsforsikringsaktieselskab | 114,582 | $2,024 萬 | 0.17% | +11,400+11.0% | 加碼 |
| LPL Financial LLC | 114,689 | $2,027 萬 | 0.00% | −174,860−60.4% | 減碼 |
| Polar Asset Management Partners Inc. | 449,680 | $2,045 萬 | 0.37% | +449,680 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 120,054 | $2,121 萬 | 0.05% | −37,302−23.7% | 減碼 |
| Canerector Inc | 125,000 | $2,205 萬 | 10.06% | 00.0% | 不變 |
| SEB Asset Management AB | 124,839 | $2,206 萬 | 0.08% | −49,311−28.3% | 減碼 |
| Qube Research & Technologies Ltd | 127,638 | $2,255 萬 | 0.03% | −85,792−40.2% | 減碼 |
| Lazard Asset Management LLC | 128,515 | $2,269 萬 | 0.03% | +125,432+4,068.5% | 加碼 |
| Quadrature Capital Ltd | 136,000 | $2,403 萬 | 0.21% | +124,900+1,125.2% | 加碼 |
| Millennium Management LLC | 136,542 | $2,413 萬 | 0.02% | −105,440−43.6% | 減碼 |
| Varma Mutual Pension Insurance Co | 142,629 | $2,520 萬 | 0.13% | −700−0.5% | 減碼 |
| Swiss Life Asset Management Ltd | 144,235 | $2,543 萬 | 0.11% | +21,680+17.7% | 加碼 |
| Genus Capital Management Inc. | 146,609 | $2,590 萬 | 2.55% | +34,161+30.4% | 加碼 |
| Nykredit A/S | 150,735 | $2,663 萬 | 0.10% | +150,735 | 新進 |
| Generali Asset Management SPA SGR | 107,097 | $2,685 萬 | 0.49% | +11,239+11.7% | 加碼 |
| Triasima Portfolio Management inc. | 153,984 | $2,721 萬 | 3.67% | +13,180+9.4% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 159,553 | $2,819 萬 | 0.13% | −6,576−4.0% | 減碼 |
| Northwest & Ethical Investments L.P. | 163,965 | $2,894 萬 | 0.67% | +13,970+9.3% | 加碼 |
| Montrusco Bolton Investments Inc. | 171,898 | $3,037 萬 | 0.47% | −33,069−16.1% | 減碼 |
| Rempart Asset Management Inc. | 174,264 | $3,074 萬 | 6.30% | −17,635−9.2% | 減碼 |
| Cardinal Point Capital Management, ULC | 175,545 | $3,097 萬 | 1.75% | −1,129−0.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 183,475 | $3,236 萬 | 0.03% | −26,532−12.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 194,600 | $3,436 萬 | 0.02% | −107,503−35.6% | 減碼 |
| Investment Management Corp of Ontario | 200,024 | $3,534 萬 | 0.45% | +256+0.1% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 200,613 | $3,545 萬 | 0.27% | +35,400+21.4% | 加碼 |
| Intech Investment Management LLC | 204,697 | $3,617 萬 | 0.33% | +16,950+9.0% | 加碼 |
| First Trust Advisors LP | 205,963 | $3,639 萬 | 0.02% | −66,453−24.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 209,138 | $3,692 萬 | 0.17% | −34,884−14.3% | 減碼 |
| Neuberger Berman Group LLC | 209,653 | $3,704 萬 | 0.02% | +3,266+1.6% | 加碼 |
| Value Partners Investments Inc. | 239,642 | $4,227 萬 | 2.95% | −200,910−45.6% | 減碼 |
| State of Wisconsin Investment Board | 241,553 | $4,268 萬 | 0.09% | −6,800−2.7% | 減碼 |
| Citigroup Inc | 251,308 | $4,440 萬 | 0.02% | −171,901−40.6% | 減碼 |
| Capital Wealth Planning, LLC | 257,802 | $4,555 萬 | 0.23% | +23,449+10.0% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 287,700 | $5,084 萬 | 0.96% | +198,600+222.9% | 加碼 |
| Russell Investments Group, Ltd. | 289,001 | $5,106 萬 | 0.04% | −47,836−14.2% | 減碼 |
| Cidel Asset Management Inc | 294,015 | $5,195 萬 | 2.50% | +163,407+125.1% | 加碼 |
| Purpose Unlimited Inc. | 299,232 | $5,294 萬 | 2.02% | −19,115−6.0% | 減碼 |
| Guardian Partners Inc. | 303,771 | $5,367 萬 | 4.84% | −64,391−17.5% | 減碼 |
| Franklin Resources Inc | 349,582 | $6,173 萬 | 0.01% | +4,679+1.4% | 加碼 |
| Vanguard Investments Australia, Ltd. | 351,288 | $6,209 萬 | 0.15% | −835−0.2% | 減碼 |
| Great West Life Assurance Co | 355,662 | $6,257 萬 | 0.10% | −9,436−2.6% | 減碼 |
| Delaney Capital Management Ltd. | 360,775 | $6,364 萬 | 10.07% | −25,334−6.6% | 減碼 |
| Pictet Asset Management Holding SA | 363,071 | $6,415 萬 | 0.06% | −16,343−4.3% | 減碼 |
| Zurich Insurance Group Ltd | 367,582 | $6,489 萬 | 0.45% | −165,726−31.1% | 減碼 |
| State of Tennessee, Treasury Department | 403,848 | $7,135 萬 | 0.21% | +1,447+0.4% | 加碼 |
| Agf Management Ltd | 408,424 | $7,219 萬 | 0.28% | −40,508−9.0% | 減碼 |
| Korea Investment CORP | 409,037 | $7,227 萬 | 0.14% | +18,782+4.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 430,916 | $7,614 萬 | 0.15% | +121,499+39.3% | 加碼 |
| APG Asset Management N.V. | 508,694 | $7,861 萬 | 0.19% | +139,255+37.7% | 加碼 |
| Bank of Nova Scotia Trust Co | 446,227 | $7,885 萬 | 6.54% | −49,782−10.0% | 減碼 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 447,594 | $7,893 萬 | 5.67% | −148,731−24.9% | 減碼 |
| American Century Companies Inc | 452,310 | $7,994 萬 | 0.04% | +109,512+31.9% | 加碼 |
| Hillsdale Investment Management Inc. | 460,739 | $8,135 萬 | 1.85% | −83,070−15.3% | 減碼 |
| AQR Capital Management LLC | 469,429 | $8,290 萬 | 0.03% | +35,221+8.1% | 加碼 |
| Two Sigma Investments, LP | 511,838 | $9,044 萬 | 0.07% | +490,038+2,247.9% | 加碼 |
| Nuveen, LLC | 526,771 | $9,307 萬 | 0.02% | −3,067−0.6% | 減碼 |
| Northern Trust Corp | 560,484 | $9,904 萬 | 0.01% | −4,473−0.8% | 減碼 |
| Bank of America Corp | 588,633 | $1.04 億 | 0.01% | −1,042,643−63.9% | 減碼 |
| Guardian Capital LP | 614,927 | $1.09 億 | 2.64% | −65,746−9.7% | 減碼 |
| BlackRock, Inc. | 622,130 | $1.10 億 | 0.00% | −96,360−13.4% | 減碼 |
| Intact Investment Management Inc. | 626,785 | $1.11 億 | 3.15% | +237,280+60.9% | 加碼 |