Запись по ценной бумаге · архивный квартал
BMO
Bank of Montreal · Financial Services · Banks - Diversified
120Отслеживаемые держатели
0Δ держателей
274.28MАкций в держании
$37.21BОтчётная стоимость
+7Новые позиции
−8Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций +2.0% · новые чистые позиции -0.8% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | -2 | 280.96M | $50.42B | +4 | −5 |
| Q1 2026 | 120 | 0 | 274.28M | $37.21B | +7 | −8 |
| Q4 2025 | 120 | +2 | 289.77M | $37.67B | +3 | — |
| Q3 2025 | 15 | -2 | 63.09M | $8.24B | +1 | −4 |
| Q2 2025 | 15 | -1 | 56.55M | $6.28B | +1 | −2 |
| Q1 2025 | 13 | +2 | 16.78M | $1.61B | +3 | −1 |
| Q4 2024 | 11 | 0 | 17.49M | $1.70B | +1 | −1 |
| Q3 2024 | 10 | +2 | 17.18M | $1.55B | +2 | — |
| Q2 2024 | 8 | — | 13.10M | $1.10B | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 52.60M | +5.0% | $7.12B | 1.4% | ▲ Add | 2 | SEC ↗ ×13 |
| 2 | Bank Of Montreal /Can/ | 28.00M | -0.6% | $3.79B | 1.6% | ▼ Trim | 2 | SEC ↗ ×9 |
| 3 | Vanguard Capital Management Llc | 20.28M | — | $2.75B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Td Asset Management Inc | 19.09M | -1.5% | $2.58B | 2.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cibc World Market Inc. | 13.19M | +5.0% | $1.79B | 3.1% | ▲ Add | 2 | SEC ↗ |
| 6 | FIL Ltd | 11.49M | +21.7% | $1.56B | 1.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | National Bank Of Canada /Fi/ | 10.76M | -2.2% | $1.45B | 1.5% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | 1832 Asset Management L.P. | 9.60M | -7.8% | $1.30B | 1.7% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mackenzie Financial Corp | 8.58M | -7.7% | $1.16B | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (пассивный) | 7.31M | +4.0% | $1.02B | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 11 | Fidelity (FMR) ✦ | 7.29M | +10.5% | $987.84M | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 12 | CIBC Asset Management Inc | 6.78M | +8.7% | $920.48M | 2.2% | ▲ Add | 2 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 6.23M | +168.8% | $848.62M | 2.5% | ▲ Add | 2 | SEC ↗ |
| 14 | Canada Pension Plan Investment Board | 6.24M | -1.4% | $845.20M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 15 | Toronto Dominion Bank | 6.20M | -4.7% | $839.53M | 1.6% | ▼ Trim | 2 | SEC ↗ ×5 |
| 16 | Caisse De Depot Et Placement Du… | 5.42M | 0.0% | $731.72M | 1.2% | Held | 2 | SEC ↗ |
| 17 | Bank Of Nova Scotia | 5.03M | -15.6% | $681.46M | 1.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Legal & General Group Plc | 4.60M | +1.2% | $621.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | JPMorgan Chase ✦ | 3.82M | +15.7% | $501.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 20 | Dimensional Fund Advisors Lp | 3.69M | +2.8% | $499.19M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 21 | Healthcare Of Ontario Pension Plan… | 3.50M | +7.0% | $473.31M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 2.59M | +38.9% | $350.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Manufacturers Life Insurance… | 2.43M | -13.2% | $329.49M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.20M | -42.3% | $298.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 25 | Connor, Clark & Lunn Investment… | 2.09M | +1.0% | $283.19M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 26 | Charles Schwab Investment… | 2.00M | +1.8% | $270.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Massachusetts Financial Services Co… | 1.35M | -11.2% | $253.53M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | Invesco Ltd. | 1.71M | +8.2% | $230.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×20 |
| 29 | Bank Of America Corp /De/ | 1.63M | -32.1% | $220.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 30 | Barclays Plc | 1.58M | +5376.4% | $213.80M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Deutsche Bank Ag\ | 1.30M | -10.2% | $176.29M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 32 | Newport Trust Company, LLC | 1.30M | -1.4% | $175.59M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 33 | Clearbridge Investments, LLC | 1.13M | -4.5% | $151.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Amundi | 1.11M | -14.3% | $151.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 35 | UBS Group AG | 817.01K | +57.6% | $110.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 36 | BlackRock ✦ (пассивный) | 718.49K | +11.5% | $97.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 37 | Bank of New York Mellon Corp | 710.26K | -3.9% | $96.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 38 | Aviva Plc | 627.24K | +2.8% | $84.69M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Federated Hermes, Inc. | 604.55K | -30.2% | $81.82M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Northern Trust Corp | 564.96K | +3.5% | $76.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Nuveen, LLC | 529.84K | -0.7% | $71.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | AQR Capital Management ✦ | 434.21K | +57.3% | $58.27M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 43 | Citigroup Inc | 423.21K | -19.9% | $57.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | Korea Investment CORP | 390.25K | -20.1% | $52.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Pictet Asset Management Holding SA | 379.41K | -5.6% | $51.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Franklin Resources Inc | 344.90K | +8.7% | $46.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 47 | American Century Companies Inc | 342.80K | +22.0% | $46.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 336.84K | +5.7% | $45.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 49 | Raymond James Financial Inc | 324.23K | -15.2% | $43.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Zurcher Kantonalbank (Zurich… | 309.42K | +3.2% | $41.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | D. E. Shaw & Co. ✦ | 302.10K | -78.9% | $40.91M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 52 | Wells Fargo & Company/Mn | 290.30K | -20.6% | $39.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | LPL Financial LLC | 289.55K | -14.6% | $39.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | First Trust Advisors Lp | 272.42K | -5.5% | $36.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Envestnet Asset Management Inc | 270.47K | -18.3% | $36.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | State Of Wisconsin Investment Board | 248.35K | -4.4% | $33.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 57 | Millennium Management ✦ | 241.98K | -3.9% | $32.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 213.43K | -39.2% | $28.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | BNP Paribas Asset Management… | 210.01K | +90.8% | $28.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 60 | Neuberger Berman Group LLC | 206.39K | -2.7% | $27.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | Grantham, Mayo, Van Otterloo & Co.… | 157.36K | +19.4% | $21.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 62 | Stifel Financial Corp | 99.32K | -19.6% | $13.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 63 | Wellington Management ✦ | 92.14K | +14.1% | $12.44M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 64 | Creative Planning | 78.35K | +20.0% | $10.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | Alliancebernstein L.P. | 79.53K | +15.9% | $10.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Citadel Advisors ✦ | 71.17K | +527.7% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 67 | Bnp Paribas Financial Markets | 70.27K | +368.5% | $9.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Quantinno Capital Management LP | 65.60K | +38.3% | $8.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Janus Henderson Group Plc | 61.43K | -1.3% | $8.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Ameriprise Financial Inc | 50.79K | +13.7% | $7.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 71 | Mariner, LLC | 54.62K | -5.9% | $7.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Truist Financial Corp | 50.64K | -21.9% | $6.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | Cetera Investment Advisers | 48.67K | -6.3% | $6.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Allianz Asset Management GmbH | 45.87K | +1.2% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 75 | Credit Agricole S A | 45.38K | +247.3% | $6.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 76 | Jane Street Group, Llc | 43.65K | -78.3% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 77 | Peak6 Llc | 43.62K | Новый | $5.90M | 0.2% | New | 1 | SEC ↗ |
| 78 | Man Group plc | 41.60K | -79.7% | $5.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Baird Financial Group, Inc. | 41.18K | +9.4% | $5.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Commonwealth Equity Services, Llc | 35.74K | -5.4% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Royal London Asset Management Ltd | 31.32K | -5.7% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Ensign Peak Advisors, Inc | 26.93K | -12.7% | $3.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Northwestern Mutual Wealth… | 25.06K | +17.8% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Us Bancorp \De\ | 24.84K | -0.1% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 85 | Pnc Financial Services Group, Inc. | 23.61K | -12.7% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 86 | HighTower Advisors, LLC | 22.12K | -22.2% | $2.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Two Sigma Investments ✦ | 21.80K | -71.5% | $2.95M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 88 | Assenagon Asset Management S.A. | 21.85K | +0.5% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Osaic Holdings, Inc. | 20.89K | +0.1% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 90 | Cerity Partners LLC | 20.08K | +11.1% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 91 | Mml Investors Services, Llc | 19.90K | -30.9% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Jones Financial Companies Lllp | 20.25K | +55.3% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | Corient Private Wealth LP | 16.87K | -63.8% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Rockefeller Capital Management L.P. | 16.04K | +15.4% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 95 | DZ BANK AG Deutsche Zentral… | 14.72K | +15.9% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 96 | Focus Partners Wealth | 13.51K | +7.7% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Assetmark, Inc | 11.77K | -16.2% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | State Street Global Advisors ✦ (пассивный) | 11.46K | 0.0% | $1.55M | 0.0% | Held | 6 | SEC ↗ |
| 99 | Blair William & Co/Il | 9.70K | +32.1% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Captrust Financial Advisors | 7.58K | -10.0% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Peak6 Llc | $5.90M | 0.2% |
Закрыто
| Norges Bank | $1.06B | составлял 0.1% |
| Renaissance Technologies | $21.41M | составлял 0.0% |
| Point72 Asset Management | $2.08M | составлял 0.0% |
| Principal Financial Group Inc | $1.78M | составлял 0.0% |
| Susquehanna International… | $919,562 | составлял 0.0% |
| Group One Trading Llc | $761,348 | составлял 0.0% |
| Bridgewater Associates | $618,852 | составлял 0.0% |
| Parallax Volatility Advisers… | $162,238 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 632 держатели, 323.62M акции, $43.04B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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