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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Brookfield Asset Management Ltd. 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人 2024 年第 4 季全部持有人

BAM 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目	2024 年第 4 季	其中尚未申報 2025 年第 1 季	2025 年第 1 季	變化
持有家數	571	11	590	+30
股數	2.97 億	211.2 萬	14.9 億	+11.9 億 (+405.5%)
市值	$161.0 億	$1.15 億	$721.5 億	+$561.7 億 (+351.5%)

11 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（87 家）

2025 年第 1 季季末持有 Brookfield Asset Management Ltd.、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 BAM 的機構
機構	股數	市值	佔組合 %
Brookfield Asset Management Inc.	1,193,021,145	$578.0 億	76.69%
Susquehanna International Group, LLP	1,775,684	$8,603 萬	0.14%
MUFG Securities EMEA plc	574,999	$4,005 萬	1.03%
Adage Capital Partners GP, L.L.C.	386,867	$1,874 萬	0.03%
Nuveen, LLC	277,635	$1,344 萬	0.00%
Bridgewater Associates, LP	219,847	$1,064 萬	0.05%
Verition Fund Management LLC	193,439	$937.2 萬	0.05%
D. E. Shaw & Co., Inc.	165,886	$803.7 萬	0.01%
Susquehanna Advisors Group, Inc.	160,637	$778.3 萬	0.50%
Jain Global LLC	159,832	$774.4 萬	0.16%
Voloridge Investment Management, LLC	158,518	$768.0 萬	0.03%
Intact Investment Management Inc.	132,900	$643.4 萬	0.22%
Capula Management Ltd	119,710	$580.0 萬	0.04%
Woodmont Investment Counsel LLC	119,337	$578.2 萬	0.42%
Cumberland Partners Ltd	114,845	$555.9 萬	0.43%
Point72 Europe (London) LLP	105,100	$509.2 萬	0.35%
SG Americas Securities, LLC	96,865	$477.3 萬	0.02%
Balyasny Asset Management LLC	94,348	$457.1 萬	0.01%
Landmark Investment Partners, L.P.	76,460	$370.4 萬	1.16%
Jefferies Financial Group Inc.	63,795	$309.1 萬	0.05%
Capstone Investment Advisors, LLC	61,530	$298.1 萬	0.03%
Greenland Capital Management LP	61,323	$297.1 萬	0.51%
Van Eck Associates Corp	8,294	$289.8 萬	0.00%
Prana Capital Management, LP	56,032	$271.5 萬	0.11%
PEAK6 LLC	47,989	$232.5 萬	0.09%
Brevan Howard Capital Management LP	47,154	$228.5 萬	0.06%
Hudson Bay Capital Management LP	38,390	$186.0 萬	0.01%
Landscape Capital Management, L.L.C.	35,665	$172.8 萬	0.15%
Maven Securities LTD	30,000	$145.3 萬	0.32%
Generali Asset Management SPA SGR	19,827	$138.1 萬	0.03%
Cannon Global Investment Management, LLC	26,000	$126.0 萬	3.47%
Investment Management Corp of Ontario	24,071	$116.6 萬	0.02%
Scientech Research LLC	23,668	$114.7 萬	0.30%
FORA Capital, LLC	20,597	$99.8 萬	0.10%
Laurion Capital Management LP	15,000	$72.7 萬	0.06%
Corient IA LLC	14,525	$70.4 萬	0.50%
Jump Financial, LLC	12,990	$62.9 萬	0.01%
Magnetar Financial LLC	11,124	$53.9 萬	0.01%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	10,057	$48.7 萬	0.23%
Warren Averett Asset Management, LLC	9,693	$47.0 萬	0.01%
Wexford Capital LP	9,000	$43.6 萬	0.11%
Cambria Investment Management, L.P.	8,962	$43.4 萬	0.03%
DRW Securities, LLC	8,900	$43.1 萬	0.04%
Stamos Capital Partners, L.P.	8,088	$39.2 萬	0.10%
SummitTX Capital, L.P.	7,786	$37.7 萬	0.02%
Carson Advisory Inc.	7,650	$37.1 萬	0.25%
CTC Alternative Strategies, Ltd.	6,800	$32.9 萬	0.40%
Berkshire Asset Management LLC	5,755	$32.7 萬	0.02%
Twinbeech Capital LP	6,635	$32.1 萬	0.01%
ASR Vermogensbeheer N.V.	6,595	$31.9 萬	0.00%
111 Capital	6,564	$31.8 萬	0.06%
Integrity Alliance, LLC.	5,797	$28.1 萬	0.01%
Virtu Financial LLC	5,396	$26.1 萬	0.01%
Aspen Grove Capital, LLC	5,006	$24.3 萬	0.05%
AQR Capital Management LLC	4,848	$23.5 萬	0.00%
Mercer Global Advisors Inc	4,347	$21.1 萬	0.00%
Y-Intercept (Hong Kong) Ltd	4,230	$20.5 萬	0.01%
Belmont Capital, LLC	3,918	$19.0 萬	0.03%
Danske Bank A/S	3,392	$16.5 萬	0.00%
Pacer Advisors, Inc.	3,360	$16.3 萬	0.00%
Quantbot Technologies LP	2,514	$12.2 萬	0.00%
DAGCO, Inc.	1,765	$8.55 萬	0.03%
Quarry LP	1,582	$7.66 萬	0.02%
eCIO, Inc.	1,329	$6.44 萬	0.02%
Coldstream Capital Management Inc	1,128	$5.46 萬	0.00%
Leonteq Securities AG	1,100	$5.33 萬	0.00%
Ravenstone Capital Management Inc.	1,075	$5.21 萬	0.03%
SRS Capital Advisors, Inc.	668	$3.24 萬	0.00%
Rossby Financial, LCC	523	$2.77 萬	0.01%
St Germain D J Co Inc	536	$2.60 萬	0.00%
Stone House Investment Management, LLC	385	$1.86 萬	0.00%
Wayfinding Financial, LLC	250	$1.20 萬	0.01%
Zions Bancorporation, National Association	184	$8,915	0.00%
Greykasell Wealth Strategies, Inc.	149	$7,219	0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP	124	$6,273	0.00%
North Capital, Inc.	112	$5,426	0.01%
Accredited Wealth Management, LLC	71	$3,440	0.00%
Skopos Labs, Inc.	59	$2,859	0.00%
Garrison Bradford & Associates Inc	46	$2,229	0.00%
NewSquare Capital LLC	45	$2,180	0.00%
Hughes Financial Services, LLC	44	$2,178	0.00%
Crewe Advisors LLC	44	$2,132	0.00%
Sofos Investments, Inc.	22	$1,066	0.00%
Iron Horse Wealth Management, LLC	20	$969	0.00%
DB Fitzpatrick & Co, Inc	20	$969	0.00%
Private Wealth Asset Management, LLC	18	$872	0.00%
Garde Capital, Inc.	6	$291	0.00%

清倉機構（57 家）

2024 年第 4 季季末持有 Brookfield Asset Management Ltd.、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 BAM 的機構
機構	2024 年第 4 季股數	2024 年第 4 季市值
Charles Schwab Investment Management Inc	842,141	$4,565 萬
Arrowstreet Capital, Limited Partnership	346,785	$1,879 萬
River Road Asset Management, LLC	104,711	$567.4 萬
Confluence Investment Management LLC	85,418	$462.9 萬
First Hawaiian Bank	51,121	$277.0 萬
Nebula Research & Development LLC	43,758	$237.1 萬
Templeton & Phillips Capital Management, LLC	31,325	$179.7 萬
Aster Capital Management (DIFC) Ltd	27,520	$149.1 萬
Nomura Holdings Inc	25,881	$140.2 萬
Park Avenue Securities LLC	19,771	$107.2 萬
Cinctive Capital Management LP	18,918	$102.5 萬
Benjamin Edwards Inc	15,540	$84.2 萬
Choate Investment Advisors	9,580	$51.9 萬
Mitsubishi UFJ Trust & Banking Corp	9,100	$49.3 萬
Kovack Advisors, Inc.	7,972	$43.2 萬
Bayesian Capital Management, LP	7,511	$40.7 萬
Allianz SE	7,406	$40.1 萬
Royce & Associates LP	7,378	$40.0 萬
Denali Advisors LLC	6,288	$34.1 萬
Advisors Capital Management, LLC	6,285	$34.1 萬
Proequities, Inc.	5,201	$29.7 萬
IHT Wealth Management, LLC	4,926	$26.7 萬
Brinker Capital Investments, LLC	4,627	$25.1 萬
Orion Portfolio Solutions, LLC	4,627	$25.1 萬
Wolverine Trading, LLC	4,351	$23.8 萬
SageView Advisory Group, LLC	4,183	$22.7 萬
Nexus Investment Management ULC	4,104	$22.2 萬
Jarislowsky, Fraser Ltd	3,879	$21.0 萬
Oppenheimer Asset Management Inc.	3,856	$20.9 萬
Ambassador Advisors, LLC	3,829	$20.7 萬
Verdence Capital Advisors LLC	3,764	$20.4 萬
Grimes & Company, Inc.	3,742	$20.3 萬
Midland Wealth Advisors LLC	3,740	$20.3 萬
Heron Bay Capital Management	3,712	$20.1 萬
FNY Investment Advisers, LLC	3,600	$19.5 萬
Clear Street Markets LLC	2,800	$15.2 萬
Simplex Trading, LLC	1,419	$7.60 萬
Redwood Park Advisors LLC	1,177	$6.38 萬
Kapitalo Investimentos Ltda	995	$5.39 萬
Mendota Financial Group, LLC	750	$4.06 萬
Group One Trading, L.P.	670	$3.63 萬
Harvest Fund Management Co., Ltd	331	$1.80 萬
GeoWealth Management, LLC	311	$1.69 萬
Coppell Advisory Solutions LLC	285	$1.56 萬
Oarsman Capital, Inc.	245	$1.33 萬
Dixon Mitchell Investment Counsel Inc.	120	$6,505
Tucker Asset Management LLC	69	$3,739
YANKCOM Partnership	35	$1,897
Decker Retirement Planning Inc.	29	$1,572
Creekmur Asset Management LLC	29	$1,572
Bogart Wealth, LLC	27	$1,463
Concord Wealth Partners	22	$1,192
Fairman Group, LLC	12	$650
Van Hulzen Asset Management, LLC	11	$597
Eagle Bay Advisors LLC	6	$325
UMA Financial Services, Inc.	5	$271
Allspring Global Investments Holdings, LLC	2	$94

尚未申報 2025 年第 1 季的機構（11 家）

2024 年第 4 季季末持有 Brookfield Asset Management Ltd.、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 BAM、尚未申報 2025 年第 1 季的機構
機構	2024 年第 4 季股數	2024 年第 4 季市值
Madison Investment Advisors, LLC	1,736,887	$9,412 萬
Nuveen Asset Management, LLC	323,027	$1,751 萬
Strategic Wealth Partners, Ltd.	28,647	$164.9 萬
Dorchester Wealth Management Co	8,702	$47.1 萬
RE Dickinson Investment Advisors, LLC	6,962	$37.7 萬
Wetherby Asset Management Inc	3,902	$21.1 萬
Global Retirement Partners, LLC	1,406	$7.62 萬
HBC Financial Services, PLLC	1,400	$7.50 萬
Wintrust Investments LLC	598	$3.20 萬
Legacy Investment Solutions, LLC	190	$1.10 萬
Zions Bancorporation, N.A.	184	$9,971