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 2 季 13F 持有人
Brookfield Asset Management Ltd. 在 2022/6/30 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
- 714
- 較 2022 年第 1 季 −5 家
- 持有股數
- 10.0 億
- 較 2022 年第 1 季 +443.9 萬 (+0.4%)
- 總市值
- $447.1 億
- 較 2022 年第 1 季 −$118.9 億 (−21.0%)
- 新進機構
- 74
- 另有 258 家加碼
- 清倉機構
- 79
- 另有 224 家減碼
另有 11 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 6,835 | $30.5 萬 | 0.04% | +1,250+22.4% | 加碼 |
| Gotham Asset Management, LLC | 6,864 | $30.5 萬 | 0.01% | +3,182+86.4% | 加碼 |
| Heartwood Wealth Advisors LLC | 6,875 | $30.6 萬 | 0.05% | 00.0% | 不變 |
| D.A. Davidson & Co. | 6,979 | $31.0 萬 | 0.00% | −20.0% | 減碼 |
| CenterStar Asset Management, LLC | – | $31.0 萬 | 0.34% | – | 新進 |
| FORA Capital, LLC | 6,990 | $31.1 萬 | 0.06% | +6,990 | 新進 |
| Essex Financial Services, Inc. | 7,054 | $31.4 萬 | 0.03% | −17,479−71.2% | 減碼 |
| Bartlett & Co. LLC | 7,114 | $31.6 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 7,114 | $31.6 萬 | 0.01% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 7,133 | $31.7 萬 | 0.04% | −56−0.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 7,254 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| GYL Financial Synergies, LLC | 7,291 | $32.4 萬 | 0.09% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 7,275 | $32.4 萬 | 0.08% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 7,285 | $32.4 萬 | 0.05% | +6,862+1,622.2% | 加碼 |
| Teamwork Financial Advisors, LLC | 7,329 | $32.6 萬 | 0.07% | −11,441−61.0% | 減碼 |
| Frisch Financial Group, Inc. | 7,330 | $32.6 萬 | 0.13% | +8+0.1% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 7,446 | $33.1 萬 | 0.09% | +637+9.4% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 7,546 | $33.6 萬 | 0.41% | −324−4.1% | 減碼 |
| Nwam LLC | 7,693 | $34.2 萬 | 0.03% | −1,544−16.7% | 減碼 |
| American Portfolios Advisors | 7,707 | $34.3 萬 | 0.01% | −188−2.4% | 減碼 |
| Main Street Financial Solutions, LLC | 7,794 | $34.7 萬 | 0.04% | −51−0.7% | 減碼 |
| Harbour Capital Advisors, LLC | 7,800 | $34.7 萬 | 0.11% | +7,800 | 新進 |
| Greenleaf Trust | 7,880 | $35.0 萬 | 0.01% | +12+0.2% | 加碼 |
| Lido Advisors, LLC | 7,906 | $35.1 萬 | 0.01% | +10.0% | 加碼 |
| Fortis Advisors, LLC | 8,025 | $35.7 萬 | 0.24% | +2,100+35.4% | 加碼 |
| Park Avenue Securities LLC | 8,048 | $35.8 萬 | 0.01% | +320+4.1% | 加碼 |
| MQS Management LLC | 8,088 | $36.0 萬 | 0.25% | +8,088 | 新進 |
| Wealthspire Advisors, LLC | 8,135 | $36.2 萬 | 0.01% | +4,099+101.6% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 8,242 | $36.7 萬 | 0.09% | 00.0% | 不變 |
| Financial Counselors Inc | 8,468 | $37.7 萬 | 0.01% | 00.0% | 不變 |
| Independent Advisor Alliance | 8,564 | $38.1 萬 | 0.02% | −73−0.8% | 減碼 |
| MML Investors Services, LLC | 8,580 | $38.2 萬 | 0.00% | −1,335−13.5% | 減碼 |
| Bailard, Inc. | 8,688 | $38.6 萬 | 0.02% | +294+3.5% | 加碼 |
| Checchi Capital Advisers, LLC | 7,848 | $39.0 萬 | 0.04% | +61+0.8% | 加碼 |
| Value Partners Investments Inc. | 8,811 | $39.1 萬 | 0.04% | +240+2.8% | 加碼 |
| Apexium Financial, LP | 8,940 | $39.8 萬 | 0.23% | 00.0% | 不變 |
| Boston Trust Walden Corp | 8,943 | $39.8 萬 | 0.00% | 00.0% | 不變 |
| Willow Creek Wealth Management Inc. | 9,253 | $41.1 萬 | 0.08% | 00.0% | 不變 |
| Glenview Trust Co | 9,287 | $41.3 萬 | 0.02% | −40.0% | 減碼 |
| Kraematon Investment Advisors, Inc | 9,330 | $41.5 萬 | 0.48% | +40.0% | 加碼 |
| Rempart Asset Management Inc. | 9,325 | $41.5 萬 | 0.10% | +625+7.2% | 加碼 |
| Laurel Wealth Advisors, Inc. | 9,345 | $41.6 萬 | 0.04% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 9,386 | $41.7 萬 | 0.00% | −5,174−35.5% | 減碼 |
| Natixis | 9,464 | $42.1 萬 | 0.00% | −12,027−56.0% | 減碼 |
| Cross Staff Investments Inc | 9,482 | $42.2 萬 | 0.47% | −133−1.4% | 減碼 |
| Financial Perspectives, Inc | 9,494 | $42.2 萬 | 0.24% | 00.0% | 不變 |
| YorkBridge Wealth Partners, LLC | 9,694 | $43.1 萬 | 0.11% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 9,681 | $43.1 萬 | 0.01% | +6,017+164.2% | 加碼 |
| Segment Wealth Management, LLC | 9,744 | $43.3 萬 | 0.05% | −97−1.0% | 減碼 |
| InterOcean Capital Group, LLC | 9,838 | $43.7 萬 | 0.02% | +9,838 | 新進 |
| Garrison Point Advisors, LLC | 10,125 | $45.0 萬 | 0.37% | 00.0% | 不變 |
| Private Advisor Group, LLC | 10,155 | $45.2 萬 | 0.00% | −215−2.1% | 減碼 |
| Inscription Capital, LLC | 10,229 | $45.5 萬 | 0.08% | +6,469+172.0% | 加碼 |
| Mattern Wealth Management LLC | 10,484 | $46.6 萬 | 0.18% | −138−1.3% | 減碼 |
| Next Capital Management LLC | 10,500 | $46.6 萬 | 0.34% | 00.0% | 不變 |
| HB Wealth Management, LLC | 10,486 | $46.6 萬 | 0.01% | +240+2.3% | 加碼 |
| Skba Capital Management LLC | 10,470 | $46.6 萬 | 0.09% | +1,100+11.7% | 加碼 |
| We Are One Seven, LLC | 10,521 | $46.8 萬 | 0.06% | −43−0.4% | 減碼 |
| Belpointe Asset Management LLC | 10,567 | $47.0 萬 | 0.03% | +97+0.9% | 加碼 |
| Wolverine Asset Management LLC | 10,695 | $47.5 萬 | 0.01% | 00.0% | 不變 |
| Meritage Portfolio Management | 10,754 | $47.8 萬 | 0.04% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 11,078 | $49.3 萬 | 0.02% | +263+2.4% | 加碼 |
| Fisher Asset Management, LLC | 11,142 | $49.5 萬 | 0.00% | −146−1.3% | 減碼 |
| Ritholtz Wealth Management | 11,166 | $49.7 萬 | 0.03% | −4,534−28.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 11,228 | $49.9 萬 | 0.02% | +428+4.0% | 加碼 |
| First Pacific Financial | 11,344 | $50.4 萬 | 0.24% | +403+3.7% | 加碼 |
| JustInvest LLC | 11,400 | $50.7 萬 | 0.02% | +3,075+36.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 13,223 | $51.3 萬 | 0.01% | 00.0% | 不變 |
| 4J Wealth Management LLC | 11,606 | $51.6 萬 | 0.65% | +560+5.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 11,606 | $51.6 萬 | 0.05% | +1,173+11.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,645 | $51.8 萬 | 0.03% | −1,250−9.7% | 減碼 |
| Pathstone Family Office, LLC | 11,837 | $52.6 萬 | 0.01% | +11,837 | 新進 |
| Arcus Capital Partners, LLC | 12,187 | $54.2 萬 | 0.24% | +48+0.4% | 加碼 |
| M&T Bank Corp | 16,255 | $54.3 萬 | 0.00% | +4,975+44.1% | 加碼 |
| Paloma Partners Management Co | 12,300 | $54.7 萬 | 0.05% | +7,400+151.0% | 加碼 |
| Avenir Corp | 12,500 | $55.6 萬 | 0.05% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 12,600 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| Dixon Hubard Feinour & Brown Inc | 12,746 | $56.7 萬 | 0.07% | +2,816+28.4% | 加碼 |
| Resonant Capital Advisors, LLC | 12,797 | $56.9 萬 | 0.09% | +793+6.6% | 加碼 |
| Crawford Investment Counsel Inc | 12,825 | $57.0 萬 | 0.01% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 11,557 | $57.3 萬 | 0.47% | −68−0.6% | 減碼 |
| Institute for Wealth Management, LLC. | 12,915 | $57.4 萬 | 0.11% | 00.0% | 不變 |
| IFP Advisors, Inc | 14,031 | $57.6 萬 | 0.02% | −13,638−49.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,999 | $57.8 萬 | 0.08% | −11,814−47.6% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 13,035 | $58.0 萬 | 0.05% | +13,035 | 新進 |
| Geneos Wealth Management Inc. | 12,936 | $58.2 萬 | 0.03% | −17−0.1% | 減碼 |
| Clearstead Advisors, LLC | 13,138 | $58.4 萬 | 0.05% | −433−3.2% | 減碼 |
| Cetera Investment Advisers | 13,122 | $58.4 萬 | 0.01% | −387−2.9% | 減碼 |
| Susquehanna International Group, LLP | 13,419 | $59.6 萬 | 0.00% | +13,419 | 新進 |
| Raymond James Trust N.A. | 13,419 | $59.7 萬 | 0.02% | +452+3.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,505 | $60.1 萬 | 0.00% | +5,855+76.5% | 加碼 |
| LVW Advisors, LLC | 13,540 | $60.2 萬 | 0.13% | +100+0.7% | 加碼 |
| Veriti Management LLC | 13,696 | $60.9 萬 | 0.08% | −72−0.5% | 減碼 |
| Fishman Jay A Ltd | 13,700 | $60.9 萬 | 0.08% | −700−4.9% | 減碼 |
| BlackRock Inc. | 13,776 | $61.3 萬 | 0.00% | −2,191−13.7% | 減碼 |
| Moors & Cabot, Inc. | 13,774 | $61.3 萬 | 0.04% | +1,831+15.3% | 加碼 |
| AIA Group Ltd | 14,341 | $63.8 萬 | 0.03% | +1,993+16.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 14,500 | $64.5 萬 | 0.03% | +14,500 | 新進 |
| Vestmark Advisory Solutions, Inc. | 14,731 | $65.5 萬 | 0.04% | +367+2.6% | 加碼 |
| Legacy Private Trust Co. | 14,750 | $65.6 萬 | 0.06% | 00.0% | 不變 |