Brookfield Asset Management Ltd.

BAM

交易所: NYSE
產業: Investment Advice
SEC CIK: 0001937926

SEC 申報列表（在新分頁開啟）

近 90 天，Brookfield Asset Management Ltd. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 629 家機構在 13F 申報持有，市值合計 $670.5 億；大師中只有馬克爾集團持有。

2021 年第 1 季 13F 持有人

Brookfield Asset Management Ltd. 在 2021/3/31 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: 600; 2020 年第 4 季沒有完整的 13F 資料
持有股數: 9.79 億; 2020 年第 4 季沒有完整的 13F 資料
總市值: $439.2 億; 2020 年第 4 季沒有完整的 13F 資料

歷季持有家數與市值

2021 年第 1 季起，每季在 13F 申報持有 BAM 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。

持有機構家數2021 年第 1 季：600 家

持有市值2021 年第 1 季：$439.2 億

每季持有 BAM 的機構家數與市值
季度	家數	市值
2026 年第 2 季	629	$670.5 億
2026 年第 1 季	633	$658.9 億
2025 年第 4 季	633	$780.8 億
2025 年第 3 季	589	$851.6 億
2025 年第 2 季	606	$827.3 億
2025 年第 1 季	590	$721.5 億
2024 年第 4 季	571	$161.0 億
2024 年第 3 季	551	$139.6 億
2024 年第 2 季	529	$113.1 億
2024 年第 1 季	488	$116.4 億
2023 年第 4 季	479	$108.2 億
2023 年第 3 季	451	$87.8 億
2023 年第 2 季	456	$86.0 億
2023 年第 1 季	465	$84.3 億
2022 年第 4 季	456	$70.9 億
2022 年第 3 季	685	$416.1 億
2022 年第 2 季	714	$447.1 億
2022 年第 1 季	730	$566.6 億
2021 年第 4 季	734	$608.8 億
2021 年第 3 季	662	$541.8 億
2021 年第 2 季	630	$504.0 億
2021 年第 1 季	600	$439.2 億

2021 年第 1 季持有機構

每家機構持有 Brookfield Asset Management Ltd. 的股數、市值與佔組合比重。

本站的 13F 資料從 2021 年第 1 季開始，所以 2021 年第 1 季不顯示較上季的變化。

2021 年第 1 季持有 BAM 的機構
機構	股數	市值	佔組合 %	股數變化	動作
Beck Mack & Oliver LLC	932,572	$4,150 萬	1.28%	–	–
Great West Life Assurance Co	943,244	$4,157 萬	0.10%	–	–
Credential Qtrade Securities Inc.	937,753	$4,171 萬	3.76%	–	–
Cumberland Partners Ltd	985,482	$4,380 萬	3.61%	–	–
Greenlea Lane Capital Management, LLC	986,706	$4,391 萬	18.40%	–	–
HughesLittle Investment Management Ltd.	992,310	$4,411 萬	11.39%	–	–
HSBC Holdings PLC	1,007,208	$4,489 萬	0.06%	–	–
UBS Group AG	1,035,973	$4,610 萬	0.02%	–	–
Cannell Peter B & Co Inc	1,056,539	$4,702 萬	1.47%	–	–
Avalon Investment & Advisory	1,073,339	$4,776 萬	1.10%	–	–
Cidel Asset Management Inc	1,124,073	$5,000 萬	2.26%	–	–
Schwartz Investment Counsel Inc	1,143,647	$5,089 萬	2.21%	–	–
Sather Financial Group Inc	1,160,742	$5,165 萬	6.01%	–	–
Confluence Investment Management LLC	1,249,917	$5,562 萬	0.78%	–	–
Citigroup Inc	1,277,673	$5,683 萬	0.05%	–	–
Intact Investment Management Inc.	1,027,065	$5,726 萬	1.73%	–	–
Stifel Financial Corp	1,291,444	$5,747 萬	0.09%	–	–
Russell Investments Group, Ltd.	1,293,409	$5,755 萬	0.10%	–	–
State of Wisconsin Investment Board	1,302,269	$5,793 萬	0.12%	–	–
Gluskin Sheff & Assoc Inc	1,307,293	$5,816 萬	2.61%	–	–
Deutsche Bank AG	1,328,708	$5,913 萬	0.03%	–	–
CIBC Private Wealth Group, LLC	1,388,081	$6,177 萬	0.16%	–	–
Bank of New York Mellon Corp	1,418,309	$6,312 萬	0.01%	–	–
Scheer, Rowlett & Associates Investment Management Ltd.	1,461,749	$6,502 萬	4.99%	–	–
New South Capital Management Inc	1,461,940	$6,506 萬	1.91%	–	–
Eaton Vance Management	1,470,756	$6,545 萬	0.10%	–	–
Northern Trust Corp	1,532,440	$6,819 萬	0.01%	–	–
Goldman Sachs Group Inc	1,546,603	$6,882 萬	0.02%	–	–
Public Sector Pension Investment Board	1,549,196	$6,890 萬	0.46%	–	–
Bruni J V & Co	1,597,554	$7,109 萬	9.04%	–	–
Korea Investment CORP	1,652,401	$7,349 萬	0.23%	–	–
Horizon Kinetics Asset Management LLC	1,692,208	$7,530 萬	1.71%	–	–
McDonald Capital Investors Inc	1,916,693	$8,529 萬	6.80%	–	–
Bamco Inc	1,925,203	$8,567 萬	0.21%	–	–
Alberta Investment Management Corp	1,926,954	$8,570 萬	0.76%	–	–
Credit Suisse AG	2,042,032	$9,087 萬	0.07%	–	–
DekaBank Deutsche Girozentrale	2,088,505	$9,424 萬	0.31%	–	–
M&G Investment Management Ltd	2,123,935	$9,525 萬	0.80%	–	–
Montrusco Bolton Investments Inc.	2,280,783	$1.01 億	3.31%	–	–
Wells Fargo & Company	2,299,948	$1.02 億	0.02%	–	–
Check Capital Management Inc	2,388,690	$1.06 億	9.22%	–	–
Aristotle Capital Management, LLC	2,468,500	$1.10 億	0.22%	–	–
Madison Asset Management, LLC	2,557,526	$1.14 億	1.59%	–	–
Geode Capital Management, LLC	2,608,180	$1.16 億	0.02%	–	–
Addenda Capital Inc.	2,248,110	$1.18 億	6.04%	–	–
Timucuan Asset Management Inc	2,669,423	$1.19 億	5.26%	–	–
Massachusetts Financial Services Co	2,793,166	$1.24 億	0.04%	–	–
Citadel Advisors LLC	2,816,889	$1.25 億	0.13%	–	–
Novo Holdings A/S	3,070,957	$1.37 億	5.64%	–	–
Cooke & Bieler LP	3,079,133	$1.37 億	1.33%	–	–
Fenimore Asset Management Inc	3,132,749	$1.39 億	3.60%	–	–
Burgundy Asset Management Ltd.	3,196,326	$1.42 億	1.45%	–	–
Marathon Asset Management LLP	3,238,736	$1.44 億	2.01%	–	–
Agf Investments Inc.	3,403,308	$1.51 億	1.20%	–	–
Broad Run Investment Management, LLC	3,531,658	$1.57 億	10.46%	–	–
Sumitomo Mitsui Trust Holdings, Inc.	3,613,582	$1.61 億	0.10%	–	–
Federation des caisses Desjardins du Quebec	3,780,980	$1.68 億	1.85%	–	–
British Columbia Investment Management Corp	4,080,742	$1.82 億	1.31%	–	–
Connor, Clark & Lunn Investment Management Ltd.	4,308,522	$1.92 億	1.07%	–	–
Bank of America Corp	4,379,040	$1.95 億	0.02%	–	–
Scotia Capital Inc.	4,785,997	$2.12 億	1.77%	–	–
Wellington Management Group LLP	4,867,709	$2.17 億	0.04%	–	–
Omers Administration Corp	5,007,919	$2.23 億	3.53%	–	–
Guardian Capital LP	4,001,518	$2.24 億	3.75%	–	–
APG Asset Management N.V.	6,305,263	$2.39 億	0.41%	–	–
JPMorgan Chase & Co	5,663,076	$2.52 億	0.04%	–	–
Legal & General Group Plc	5,867,798	$2.61 億	0.10%	–	–
Ci Investments Inc.	6,372,279	$2.84 億	1.20%	–	–
Franklin Resources Inc	6,467,709	$2.88 億	0.12%	–	–
Price T Rowe Associates Inc	6,819,310	$3.03 億	0.03%	–	–
Morgan Stanley	7,232,750	$3.22 億	0.05%	–	–
Fiera Capital Corp	7,243,449	$3.22 億	0.93%	–	–
Capital International Investors	7,561,214	$3.36 億	0.09%	–	–
Invesco Ltd.	7,562,754	$3.37 億	0.09%	–	–
Davenport & Co LLC	8,248,947	$3.67 億	3.45%	–	–
Markel Group Inc.大師馬克爾集團	8,708,941	$3.88 億	5.36%	–	–
Toronto Dominion Bank	9,640,549	$4.29 億	0.75%	–	–
Neuberger Berman Group LLC	10,477,929	$4.66 億	0.45%	–	–
CIBC World Markets Inc.	11,990,287	$5.34 億	1.64%	–	–
EdgePoint Investment Group Inc.	12,694,701	$5.63 億	4.44%	–	–
Akre Capital Management LLC大師阿克雷資本	13,040,095	$5.80 億	3.95%	–	–
Beutel, Goodman & Co Ltd.	13,666,258	$6.08 億	3.81%	–	–
Norges Bank	14,150,525	$6.30 億	0.14%	–	–
FMR LLC	14,333,136	$6.38 億	0.05%	–	–
Capital World Investors	14,612,205	$6.50 億	0.12%	–	–
First Manhattan Co	17,805,230	$7.92 億	3.42%	–	–
Caisse de Depot Et Placement du Quebec	18,050,360	$8.03 億	1.81%	–	–
CIBC Asset Management Inc	19,873,447	$8.83 億	3.76%	–	–
Bank of Nova Scotia	21,722,575	$9.67 億	1.91%	–	–
1832 Asset Management L.P.	22,410,218	$10.2 億	2.20%	–	–
Jarislowsky, Fraser Ltd	24,898,522	$11.1 億	5.46%	–	–
Mackenzie Financial Corp	25,409,886	$11.3 億	1.72%	–	–
FIL Ltd	25,995,479	$11.6 億	1.32%	–	–
TD Asset Management Inc	30,455,785	$13.5 億	1.51%	–	–
Manufacturers Life Insurance Company, The	24,275,961	$13.6 億	1.18%	–	–
Vanguard Group Inc	40,254,480	$17.9 億	0.05%	–	–
Principal Financial Group Inc	41,019,675	$18.3 億	1.28%	–	–
Bank of Montreal	54,764,647	$24.8 億	1.74%	–	–
Royal Bank of Canada	99,906,759	$44.5 億	1.38%	–	–
Partners Value Investments LP	128,758,537	$57.3 億	97.61%	–	–