Brookfield Asset Management Ltd.
BAM- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0001937926
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。
2022 年第 1 季 13F 持有人
Brookfield Asset Management Ltd. 在 2022/3/31 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
- 730
- 較 2021 年第 4 季 +2 家
- 持有股數
- 9.99 億
- 較 2021 年第 4 季 −707.7 萬 (−0.7%)
- 總市值
- $566.6 億
- 較 2021 年第 4 季 −$42.1 億 (−6.9%)
- 新進機構
- 69
- 另有 237 家加碼
- 清倉機構
- 67
- 另有 245 家減碼
另有 6 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 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。
| 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 |
2022 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；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Command Bank | 1,185 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 1,200 | $6.80 萬 | 0.02% | +1,200 | 新進 |
| Signaturefd, LLC | 1,220 | $6.90 萬 | 0.00% | −2,976−70.9% | 減碼 |
| Baystate Wealth Management LLC | 1,270 | $7.20 萬 | 0.01% | +3+0.2% | 加碼 |
| Meeder Asset Management Inc | 1,324 | $7.50 萬 | 0.00% | −12−0.9% | 減碼 |
| Simplex Trading, LLC | 1,484 | $8.30 萬 | 0.00% | +1,484 | 新進 |
| Community Bank, N.A. | 1,528 | $8.60 萬 | 0.01% | 00.0% | 不變 |
| Seldon Capital LP | 1,633 | $9.20 萬 | 0.05% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,623 | $9.20 萬 | 0.00% | +2+0.1% | 加碼 |
| Capital Directions Investment Advisors, LLC | 1,677 | $9.50 萬 | 0.03% | +1,677 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 1,728 | $9.80 萬 | 0.01% | −1,381−44.4% | 減碼 |
| South State Corp. | 1,750 | $9.90 萬 | 0.01% | +1,128+181.4% | 加碼 |
| Washington Trust Co | 1,829 | $10.3 萬 | 0.00% | +3+0.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,831 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | 1,842 | $10.4 萬 | 0.00% | +124+7.2% | 加碼 |
| Harbor Investment Advisory, LLC | 1,948 | $11.0 萬 | 0.01% | −60−3.0% | 減碼 |
| Freedman Financial Associates, Inc. | 1,944 | $11.4 萬 | 0.08% | 00.0% | 不變 |
| Quent Capital, LLC | 2,226 | $12.6 萬 | 0.02% | +1,881+545.2% | 加碼 |
| Centaurus Financial, Inc. | 2,259 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| West Bancorporation Inc | 2,280 | $12.9 萬 | 0.08% | +2,280 | 新進 |
| Twin Tree Management, LP | 2,442 | $13.8 萬 | 0.00% | −73,317−96.8% | 減碼 |
| BDO Wealth Advisors, LLC | 2,500 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| Brewin Dolphin Ltd | 2,697 | $15.3 萬 | 0.01% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 2,850 | $16.1 萬 | 0.07% | −2,850−50.0% | 減碼 |
| Umb Bank N A | 2,848 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 2,853 | $16.1 萬 | 0.03% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 2,900 | $16.4 萬 | 0.25% | +600+26.1% | 加碼 |
| Power Corp of Canada | 2,949 | $16.7 萬 | 0.01% | +2,949 | 新進 |
| Proequities, Inc. | 3,009 | $17.0 萬 | 0.01% | +2+0.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 3,375 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 3,549 | $20.1 萬 | 0.21% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 3,577 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 3,591 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Brave Asset Management Inc | 3,600 | $20.4 萬 | 0.07% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,646 | $20.6 萬 | 0.01% | +2+0.1% | 加碼 |
| EP Wealth Advisors, LLC | 3,664 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 3,682 | $20.8 萬 | 0.01% | +3,682 | 新進 |
| Blue Square Asset Management, LLC | 3,686 | $20.9 萬 | 0.17% | −6,977−65.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,694 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Garrison Bradford & Associates Inc | 3,700 | $20.9 萬 | 0.20% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 3,715 | $21.0 萬 | 0.04% | +200+5.7% | 加碼 |
| Citizens Financial Group Inc | 3,749 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Prospera Financial Services Inc | 3,750 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Inscription Capital, LLC | 3,760 | $21.3 萬 | 0.06% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 3,794 | $21.5 萬 | 0.00% | −135−3.4% | 減碼 |
| American Trust Investment Advisors, LLC | 3,802 | $21.5 萬 | 0.11% | 00.0% | 不變 |
| BTR Capital Management Inc | 3,795 | $21.5 萬 | 0.03% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 3,825 | $21.6 萬 | 0.15% | +142+3.9% | 加碼 |
| Johnson Investment Counsel Inc | 3,827 | $21.6 萬 | 0.00% | +3,827 | 新進 |
| Cutler Group LP | 3,836 | $21.7 萬 | 0.02% | +3,836 | 新進 |
| HighTower Trust Services, LTA | 3,918 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| Saybrook Capital | 3,965 | $22.4 萬 | 0.06% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 3,976 | $22.5 萬 | 0.01% | −154−3.7% | 減碼 |
| Glassman Wealth Services | 3,982 | $22.5 萬 | 0.04% | +31+0.8% | 加碼 |
| Diametric Capital, LP | 4,000 | $22.6 萬 | 0.12% | +4,000 | 新進 |
| Wealthspire Advisors, LLC | 4,036 | $22.8 萬 | 0.01% | −626−13.4% | 減碼 |
| Evanson Asset Management, LLC | 4,053 | $22.9 萬 | 0.02% | +650+19.1% | 加碼 |
| Ieq Capital, LLC | 4,067 | $23.0 萬 | 0.01% | +4,067 | 新進 |
| Blueprint Investment Partners LLC | 4,103 | $23.2 萬 | 0.06% | +4,103 | 新進 |
| 9258 Wealth Management, LLC | 4,153 | $23.5 萬 | 0.05% | −62−1.5% | 減碼 |
| Fayez Sarofim & Co | 4,177 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 4,186 | $23.7 萬 | 0.07% | 00.0% | 不變 |
| Addison Advisors LLC | 4,205 | $23.8 萬 | 0.13% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 4,471 | $24.0 萬 | 0.02% | 00.0% | 不變 |
| Boston Private Wealth LLC | 4,283 | $24.2 萬 | 0.00% | −824−16.1% | 減碼 |
| Hilltop Holdings Inc. | 4,384 | $24.8 萬 | 0.03% | −24−0.5% | 減碼 |
| Kovack Advisors, Inc. | 4,461 | $25.2 萬 | 0.03% | −525−10.5% | 減碼 |
| Brighton Jones LLC | 4,455 | $25.2 萬 | 0.01% | −3−0.1% | 減碼 |
| Wakefield Asset Management LLLP | 4,447 | $25.2 萬 | 0.09% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 4,500 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| Galvin, Gaustad & Stein, LLC | 4,542 | $25.7 萬 | 0.02% | −169−3.6% | 減碼 |
| CWS Financial Advisors, LLC | 4,536 | $25.7 萬 | 0.10% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 4,539 | $25.7 萬 | 0.02% | +4,539 | 新進 |
| Verity & Verity, LLC | 4,560 | $25.8 萬 | 0.04% | 00.0% | 不變 |
| National Asset Management, Inc. | 4,588 | $26.0 萬 | 0.01% | −134−2.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 4,589 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 4,615 | $26.1 萬 | 0.10% | +4,615 | 新進 |
| Macquarie Group Ltd | 4,654 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Covington Capital Management | 4,677 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 4,700 | $26.6 萬 | 0.14% | 00.0% | 不變 |
| Pembroke Management, LTD | 3,783 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Commerce Bank | 4,712 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Clarius Group, LLC | 4,446 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 4,811 | $27.2 萬 | 0.02% | −516−9.7% | 減碼 |
| Regentatlantic Capital LLC | 4,805 | $27.2 萬 | 0.01% | +887+22.6% | 加碼 |
| Acadian Asset Management LLC | 4,840 | $27.3 萬 | 0.00% | −15,002−75.6% | 減碼 |
| Stephens Inc | 4,834 | $27.3 萬 | 0.00% | −2,052−29.8% | 減碼 |
| Paloma Partners Management Co | 4,900 | $27.7 萬 | 0.02% | −4,900−50.0% | 減碼 |
| Washington Trust Advisors, Inc. | 4,957 | $28.0 萬 | 0.02% | −69−1.4% | 減碼 |
| Boston Financial Mangement LLC | 4,957 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 4,986 | $28.2 萬 | 0.05% | +4,986 | 新進 |
| Aj Wealth Strategies, LLC | 5,000 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| 55I, LLC | 5,005 | $28.3 萬 | 0.01% | +274+5.8% | 加碼 |
| Advisors Capital Management, LLC | 5,044 | $28.5 萬 | 0.01% | +5,044 | 新進 |
| Aaron Wealth Advisors | 16,122 | $28.5 萬 | 0.01% | +16,122 | 新進 |
| Lincoln National Corp | 5,089 | $28.8 萬 | 0.01% | +327+6.9% | 加碼 |
| HM Payson & Co | 5,200 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,195 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 5,199 | $29.4 萬 | 0.09% | +726+16.2% | 加碼 |
| Blueshift Asset Management, LLC | 5,189 | $29.4 萬 | 0.03% | +5,189 | 新進 |