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 |
|---|---|---|---|---|---|
| Aviva PLC | 630,423 | $1.11 億 | 0.16% | +3,181+0.5% | 加碼 |
| BCV Asset Management Inc. | 642,300 | $1.13 億 | 3.42% | −13,441−2.0% | 減碼 |
| Bank of New York Mellon Corp | 739,895 | $1.31 億 | 0.02% | +29,633+4.2% | 加碼 |
| Alberta Investment Management Corp | 810,135 | $1.43 億 | 0.82% | −32,033−3.8% | 減碼 |
| Addenda Capital Inc. | 625,064 | $1.57 億 | 4.26% | −49,004−7.3% | 減碼 |
| Picton Mahoney Asset Management | 945,606 | $1.67 億 | 1.54% | +707,670+297.4% | 加碼 |
| UBS Group AG | 953,638 | $1.69 億 | 0.03% | +136,632+16.7% | 加碼 |
| Aviso Financial Inc. | 973,584 | $1.72 億 | 5.98% | −25,717−2.6% | 減碼 |
| MUFG Securities (Canada), Ltd. | 991,466 | $1.75 億 | 4.72% | −56,101−5.4% | 減碼 |
| Cardinal Capital Management, Inc. | 999,266 | $1.76 億 | 4.26% | −5,261−0.5% | 減碼 |
| Barclays PLC | 1,084,437 | $1.92 億 | 0.06% | −495,291−31.4% | 減碼 |
| Clearbridge Investments, LLC | 1,153,825 | $2.02 億 | 0.17% | +21,665+1.9% | 加碼 |
| Public Sector Pension Investment Board | 1,177,353 | $2.08 億 | 0.55% | +61,840+5.5% | 加碼 |
| Acadian Asset Management LLC | 1,197,679 | $2.12 億 | 0.25% | +2,398+0.2% | 加碼 |
| Invesco Ltd. | 1,203,872 | $2.13 億 | 0.02% | −502,412−29.4% | 減碼 |
| Omers Administration Corp | 1,230,715 | $2.17 億 | 1.30% | +10,060+0.8% | 加碼 |
| Amundi | 1,215,809 | $2.18 億 | 0.05% | +110,766+10.0% | 加碼 |
| Newport Trust Co | 1,259,908 | $2.23 億 | 0.54% | −37,457−2.9% | 減碼 |
| British Columbia Investment Management Corp | 1,271,498 | $2.25 億 | 1.41% | +383,861+43.2% | 加碼 |
| Deutsche Bank AG | 1,334,415 | $2.36 億 | 0.07% | +31,851+2.4% | 加碼 |
| Letko, Brosseau & Associates Inc | 1,426,775 | $2.52 億 | 3.73% | −153,255−9.7% | 減碼 |
| Bessemer Group Inc | 1,469,398 | $2.59 億 | 0.36% | +1,427,492+3,406.4% | 加碼 |
| Vanguard Asset Management, Ltd | 1,600,956 | $2.83 億 | 0.19% | +170,672+11.9% | 加碼 |
| Massachusetts Financial Services Co | 1,300,991 | $3.25 億 | 0.10% | −50,323−3.7% | 減碼 |
| Charles Schwab Investment Management Inc | 2,080,308 | $3.68 億 | 0.05% | +76,329+3.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,361,978 | $4.17 億 | 0.33% | −72,867−3.0% | 減碼 |
| Goldman Sachs Group Inc | 2,545,917 | $4.50 億 | 0.05% | −42,904−1.7% | 減碼 |
| Beutel, Goodman & Co Ltd. | 2,695,594 | $4.76 億 | 3.50% | −406,274−13.1% | 減碼 |
| Morgan Stanley | 2,902,505 | $5.13 億 | 0.03% | +698,892+31.7% | 加碼 |
| JPMorgan Chase & Co | 3,145,509 | $5.54 億 | 0.03% | −670,061−17.6% | 減碼 |
| Fiera Capital Corp | 3,214,287 | $5.67 億 | 2.06% | −272,333−7.8% | 減碼 |
| Scotia Capital Inc. | 3,334,549 | $5.88 億 | 2.20% | −127,169−3.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,374,200 | $5.94 億 | 1.81% | −624,680−15.6% | 減碼 |
| Dimensional Fund Advisors LP | 3,659,355 | $6.47 億 | 0.12% | −29,289−0.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,839,476 | $6.77 億 | 1.28% | +1,749,052+83.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,174,425 | $7.37 億 | 1.05% | +678,753+19.4% | 加碼 |
| Legal & General Group Plc | 4,212,134 | $7.44 億 | 0.16% | −391,017−8.5% | 減碼 |
| Bank of Nova Scotia | 5,205,604 | $9.20 億 | 1.39% | +173,121+3.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $9.58 億 | 1.36% | 00.0% | 不變 |
| Vanguard Global Advisers, LLC | 5,426,252 | $9.59 億 | 0.45% | +441,974+8.9% | 加碼 |
| Toronto Dominion Bank | 5,632,710 | $9.95 億 | 1.66% | −564,683−9.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 6,264,886 | $11.1 億 | 0.24% | +29,196+0.5% | 加碼 |
| TD Waterhouse Canada Inc. | 6,350,903 | $11.3 億 | 2.97% | +123,387+2.0% | 加碼 |
| CIBC Asset Management Inc | 6,747,985 | $12.0 億 | 2.63% | −32,333−0.5% | 減碼 |
| Canada Pension Plan Investment Board | 7,256,202 | $12.8 億 | 0.71% | +1,017,326+16.3% | 加碼 |
| Geode Capital Management, LLC | 7,973,622 | $14.6 億 | 0.08% | +661,553+9.0% | 加碼 |
| Norges Bank | 8,796,707 | $15.5 億 | 0.15% | +8,796,707 | 新進 |
| 1832 Asset Management L.P. | 9,303,809 | $16.4 億 | 2.02% | −296,120−3.1% | 減碼 |
| FMR LLC | 9,527,449 | $16.8 億 | 0.07% | +2,234,256+30.6% | 加碼 |
| National Bank of Canada | 10,405,423 | $18.4 億 | 1.61% | −354,875−3.3% | 減碼 |
| Mackenzie Financial Corp | 8,547,687 | $21.4 億 | 2.14% | −34,501−0.4% | 減碼 |
| FIL Ltd | 12,329,093 | $21.8 億 | 1.57% | +834,860+7.3% | 加碼 |
| CIBC World Markets Inc. | 12,410,915 | $21.9 億 | 3.69% | −774,883−5.9% | 減碼 |
| TD Asset Management Inc | 15,233,725 | $26.9 億 | 2.33% | −3,852,876−20.2% | 減碼 |
| Vanguard Capital Management LLC | 20,475,602 | $36.2 億 | 0.08% | +194,762+1.0% | 加碼 |
| Bank of Montreal | 28,128,121 | $49.7 億 | 1.84% | +130,783+0.5% | 加碼 |
| Royal Bank of Canada | 52,167,653 | $92.2 億 | 1.56% | −430,389−0.8% | 減碼 |
| Tradewinds, LLC. | 166 | – | – | +166 | 新進 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −152,951−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −43,616−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,209−100.0% | 清倉 |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −30,300−100.0% | 清倉 |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −23,900−100.0% | 清倉 |
| Murchinson Ltd. | 0 | $0 | 0.00% | −20,046−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −19,832−100.0% | 清倉 |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −17,151−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,799−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,470−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,373−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −9,545−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,797−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,488−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,878−100.0% | 清倉 |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −5,649−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −5,438−100.0% | 清倉 |
| Wealth Alliance | 0 | $0 | 0.00% | −4,575−100.0% | 清倉 |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,464−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,190−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,164−100.0% | 清倉 |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −3,725−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −3,556−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −3,288−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −406,135−100.0% | 清倉 |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −3,049−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,942−100.0% | 清倉 |
| Summerhill Capital Management lnc. | 0 | $0 | 0.00% | −2,907−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,527−100.0% | 清倉 |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,274−100.0% | 清倉 |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −2,217−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,220−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,985−100.0% | 清倉 |
| Lantz Financial LLC | 0 | $0 | 0.00% | −1,844−100.0% | 清倉 |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −1,824−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,665−100.0% | 清倉 |
| Park Place Capital Corp | 0 | $0 | 0.00% | −1,482−100.0% | 清倉 |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −1,105−100.0% | 清倉 |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −960−100.0% | 清倉 |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −845−100.0% | 清倉 |