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。
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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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 163,965 | $2,894 萬 | 0.67% | +13,970+9.3% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 159,553 | $2,819 萬 | 0.13% | −6,576−4.0% | 減碼 |
| Triasima Portfolio Management inc. | 153,984 | $2,721 萬 | 3.67% | +13,180+9.4% | 加碼 |
| Generali Asset Management SPA SGR | 107,097 | $2,685 萬 | 0.49% | +11,239+11.7% | 加碼 |
| Nykredit A/S | 150,735 | $2,663 萬 | 0.10% | +150,735 | 新進 |
| Genus Capital Management Inc. | 146,609 | $2,590 萬 | 2.55% | +34,161+30.4% | 加碼 |
| Swiss Life Asset Management Ltd | 144,235 | $2,543 萬 | 0.11% | +21,680+17.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 142,629 | $2,520 萬 | 0.13% | −700−0.5% | 減碼 |
| Millennium Management LLC | 136,542 | $2,413 萬 | 0.02% | −105,440−43.6% | 減碼 |
| Quadrature Capital Ltd | 136,000 | $2,403 萬 | 0.21% | +124,900+1,125.2% | 加碼 |
| Lazard Asset Management LLC | 128,515 | $2,269 萬 | 0.03% | +125,432+4,068.5% | 加碼 |
| Qube Research & Technologies Ltd | 127,638 | $2,255 萬 | 0.03% | −85,792−40.2% | 減碼 |
| SEB Asset Management AB | 124,839 | $2,206 萬 | 0.08% | −49,311−28.3% | 減碼 |
| Canerector Inc | 125,000 | $2,205 萬 | 10.06% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 120,054 | $2,121 萬 | 0.05% | −37,302−23.7% | 減碼 |
| Polar Asset Management Partners Inc. | 449,680 | $2,045 萬 | 0.37% | +449,680 | 新進 |
| LPL Financial LLC | 114,689 | $2,027 萬 | 0.00% | −174,860−60.4% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 114,582 | $2,024 萬 | 0.17% | +11,400+11.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 144,747 | $1,950 萬 | 0.03% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 108,177 | $1,910 萬 | 0.33% | +28,115+35.1% | 加碼 |
| Pinnacle Financial Partners, Inc. | 106,906 | $1,889 萬 | 0.13% | +1,308+1.2% | 加碼 |
| Vontobel Holding Ltd. | 105,819 | $1,868 萬 | 0.06% | −1,500−1.4% | 減碼 |
| Wellington Management Group LLP | 104,112 | $1,839 萬 | 0.00% | +11,967+13.0% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 101,991 | $1,802 萬 | 3.70% | +1,318+1.3% | 加碼 |
| USS Investment Management Ltd | 96,884 | $1,709 萬 | 0.07% | −13,391−12.1% | 減碼 |
| American Assets Investment Management, LLC | 96,000 | $1,696 萬 | 1.03% | 00.0% | 不變 |
| Raymond James Financial Inc | 90,897 | $1,606 萬 | 0.00% | −233,330−72.0% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 63,670 | $1,596 萬 | 0.91% | +29,404+85.8% | 加碼 |
| Claret Asset Management Corp | 88,680 | $1,567 萬 | 1.69% | +166+0.2% | 加碼 |
| Quantinno Capital Management LP | 86,196 | $1,523 萬 | 0.02% | +20,597+31.4% | 加碼 |
| Creative Planning | 82,828 | $1,464 萬 | 0.01% | +4,475+5.7% | 加碼 |
| Brown Advisory Inc | 81,418 | $1,439 萬 | 0.02% | +79,047+3,333.9% | 加碼 |
| OpenArc Corporate Advisory, LLC | 80,186 | $1,417 萬 | 0.17% | −35,904−30.9% | 減碼 |
| Natixis Advisors, L.P. | 78,109 | $1,380 萬 | 0.02% | +1,074+1.4% | 加碼 |
| Credit Agricole S A | 74,034 | $1,308 萬 | 0.03% | +28,658+63.2% | 加碼 |
| Andra AP-fonden | 52,000 | $1,303 萬 | 0.15% | +22,600+76.9% | 加碼 |
| Avanza Fonder AB | 51,462 | $1,290 萬 | 0.28% | +4,920+10.6% | 加碼 |
| Utah Retirement Systems | 70,520 | $1,246 萬 | 0.12% | −7,086−9.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 67,472 | $1,192 萬 | 0.06% | +10,368+18.2% | 加碼 |
| Envestnet Asset Management Inc | 67,031 | $1,184 萬 | 0.00% | −203,437−75.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 64,496 | $1,139 萬 | 0.36% | +2,100+3.4% | 加碼 |
| Man Group plc | 62,678 | $1,108 萬 | 0.02% | +21,081+50.7% | 加碼 |
| Alliancebernstein L.P. | 81,746 | $1,106 萬 | 0.00% | +2,215+2.8% | 加碼 |
| Jupiter Topco LLC | 61,227 | $1,081 萬 | 0.00% | +61,227 | 新進 |
| Barometer Capital Management Inc. | 42,500 | $1,058 萬 | 2.94% | −2,000−4.5% | 減碼 |
| Public Employees Retirement System of Ohio | 59,739 | $1,055 萬 | 0.03% | +7,145+13.6% | 加碼 |
| M&T Bank Corp | 58,015 | $1,025 萬 | 0.03% | −69−0.1% | 減碼 |
| Wells Fargo & Company | 58,018 | $1,024 萬 | 0.00% | −232,277−80.0% | 減碼 |
| AustralianSuper Pty Ltd | 56,745 | $1,002 萬 | 0.04% | +56,745 | 新進 |
| Harvest Portfolios Group Inc. | 55,038 | $972.8 萬 | 0.14% | −1,339−2.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 53,746 | $949.0 萬 | 0.19% | −877−1.6% | 減碼 |
| Mariner, LLC | 53,126 | $938.7 萬 | 0.01% | −1,492−2.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 52,280 | $923.8 萬 | 0.04% | −598−1.1% | 減碼 |
| Jane Street Group, LLC | 51,069 | $902.4 萬 | 0.01% | +7,423+17.0% | 加碼 |
| Stifel Financial Corp | 49,980 | $883.1 萬 | 0.01% | −49,336−49.7% | 減碼 |
| Romano Brothers and Company | 49,163 | $868.7 萬 | 0.87% | −400−0.8% | 減碼 |
| SIG North Trading, ULC | 48,961 | $865.1 萬 | 1.58% | +48,961 | 新進 |
| Federated Hermes, Inc. | 48,739 | $861.2 萬 | 0.01% | −555,813−91.9% | 減碼 |
| Ameriprise Financial Inc | 41,854 | $832.2 萬 | 0.00% | −8,938−17.6% | 減碼 |
| Thrivent Financial for Lutherans | 47,028 | $830.9 萬 | 0.01% | −725−1.5% | 減碼 |
| JCIC Asset Management Inc. | 61,364 | $829.5 萬 | 2.54% | 00.0% | 不變 |
| PCJ Investment Counsel Ltd. | 46,780 | $824.9 萬 | 2.37% | +3,480+8.0% | 加碼 |
| K.J. Harrison & Partners Inc | 46,708 | $823.9 萬 | 1.17% | −1,250−2.6% | 減碼 |
| NBT Bank N A | 46,083 | $814.3 萬 | 0.54% | +140.0% | 加碼 |
| Capital Fund Management S.A. | 45,113 | $797.1 萬 | 0.06% | −9,057−16.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 44,397 | $794.5 萬 | 0.01% | +3,962+9.8% | 加碼 |
| Baird Financial Group, Inc. | 43,080 | $761.2 萬 | 0.01% | +1,899+4.6% | 加碼 |
| J. Safra Sarasin Holding AG | 42,938 | $751.2 萬 | 0.11% | +41,164+2,320.4% | 加碼 |
| Van Eck Associates Corp | 42,505 | $750.5 萬 | 0.00% | −785,678−94.9% | 減碼 |
| Rathbone Brothers plc | 41,636 | $735.6 萬 | 0.03% | −518−1.2% | 減碼 |
| Dana Investment Advisors, Inc. | 39,034 | $689.7 萬 | 0.18% | −1,850−4.5% | 減碼 |
| Northwest Bancshares, Inc. | 39,021 | $689.5 萬 | 1.24% | −2,687−6.4% | 減碼 |
| Cumberland Partners Ltd | 38,479 | $679.0 萬 | 0.44% | +3,584+10.3% | 加碼 |
| Advisory Services Network, LLC | 36,982 | $653.5 萬 | 0.07% | −647−1.7% | 減碼 |
| Citadel Advisors LLC | 35,484 | $627.0 萬 | 0.00% | −35,681−50.1% | 減碼 |
| Commonwealth Equity Services, LLC | 35,123 | $620.6 萬 | 0.01% | −622−1.7% | 減碼 |
| Manning & Napier Advisors LLC | 34,938 | $617.4 萬 | 0.08% | +34,938 | 新進 |
| Fideuram Asset Management (Ireland) dac | 25,229 | $607.3 萬 | 0.12% | +25,229 | 新進 |
| Cetera Investment Advisers | 33,551 | $592.8 萬 | 0.01% | −15,117−31.1% | 減碼 |
| Allianz Asset Management GmbH | 32,577 | $575.6 萬 | 0.01% | −13,290−29.0% | 減碼 |
| Pinnacle Associates Ltd | 32,000 | $565.4 萬 | 0.06% | −1,600−4.8% | 減碼 |
| St Germain D J Co Inc | 29,917 | $528.6 萬 | 0.19% | −1,371−4.4% | 減碼 |
| Jones Financial Companies LLLP | 29,045 | $508.7 萬 | 0.00% | +8,798+43.5% | 加碼 |
| Vertex Planning Partners, LLC | 27,959 | $494.0 萬 | 0.73% | −4,000−12.5% | 減碼 |
| Ethic Inc. | 27,281 | $482.1 萬 | 0.06% | +27,281 | 新進 |
| Ensign Peak Advisors, Inc | 26,929 | $475.8 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 26,886 | $475.1 萬 | 0.00% | +1,824+7.3% | 加碼 |
| Royal London Asset Management Ltd | 26,537 | $468.9 萬 | 0.01% | −4,788−15.3% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 26,524 | $468.6 萬 | 2.45% | −57−0.2% | 減碼 |
| UniSuper Management Pty Ltd | 18,534 | $464.6 萬 | 0.02% | +4,634+33.3% | 加碼 |
| Plato Investment Management Ltd | 26,449 | $464.6 萬 | 0.27% | +12,144+84.9% | 加碼 |
| Susquehanna International Group, LLP | 26,266 | $464.1 萬 | 0.00% | +26,266 | 新進 |
| Capital World Investors | 26,072 | $460.8 萬 | 0.00% | +26,072 | 新進 |
| JustInvest LLC | 25,214 | $445.5 萬 | 0.04% | +3,091+14.0% | 加碼 |
| US Bancorp | 25,191 | $445.1 萬 | 0.00% | +348+1.4% | 加碼 |
| Quantbot Technologies LP | 24,489 | $432.7 萬 | 0.17% | +24,489 | 新進 |
| Carnegie Capital Asset Management, LLC | 24,280 | $429.0 萬 | 0.09% | +309+1.3% | 加碼 |
| HRT Financial LP | 23,415 | $413.7 萬 | 0.01% | +18,105+341.0% | 加碼 |
| Gold Investment Management Ltd. | 23,260 | $410.9 萬 | 1.12% | +172+0.7% | 加碼 |
| Osmosis Investment Management UK Ltd | 22,907 | $404.7 萬 | 0.19% | −20,449−47.2% | 減碼 |