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。
2025 年第 1 季 13F 持有人
Brookfield Asset Management Ltd. 在 2025/3/31 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
- 590
- 較 2024 年第 4 季 +30 家
- 持有股數
- 14.9 億
- 較 2024 年第 4 季 +11.9 億 (+405.5%)
- 總市值
- $721.5 億
- 較 2024 年第 4 季 +$561.7 億 (+351.5%)
- 新進機構
- 87
- 另有 199 家加碼
- 清倉機構
- 57
- 另有 167 家減碼
另有 11 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 14,184 | $68.7 萬 | 0.02% | 00.0% | 不變 |
| Capital Advisors Wealth Management, LLC | 14,197 | $68.8 萬 | 0.12% | 00.0% | 不變 |
| Ascent Group, LLC | 14,220 | $68.9 萬 | 0.03% | +3,402+31.4% | 加碼 |
| Corient IA LLC | 14,525 | $70.4 萬 | 0.50% | +14,525 | 新進 |
| GoodHaven Capital Management, LLC | 14,909 | $72.2 萬 | 0.24% | −821−5.2% | 減碼 |
| Laurion Capital Management LP | 15,000 | $72.7 萬 | 0.06% | +15,000 | 新進 |
| Crossmark Global Holdings, Inc. | 15,270 | $74.0 萬 | 0.01% | −1,395−8.4% | 減碼 |
| HughesLittle Investment Management Ltd. | 15,511 | $75.2 萬 | 0.16% | −775−4.8% | 減碼 |
| Foundations Investment Advisors, LLC | 15,569 | $75.4 萬 | 0.01% | +3,919+33.6% | 加碼 |
| Aviva PLC | 15,581 | $75.5 萬 | 0.00% | −35−0.2% | 減碼 |
| Gabelli Funds LLC | 15,724 | $76.2 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 15,987 | $77.5 萬 | 0.00% | −6,093−27.6% | 減碼 |
| Malaga Cove Capital, LLC | 16,575 | $80.3 萬 | 0.35% | +6,883+71.0% | 加碼 |
| Swiss Life Asset Management Ltd | 16,987 | $82.2 萬 | 0.01% | +3,913+29.9% | 加碼 |
| Man Group plc | 17,100 | $82.8 萬 | 0.00% | −16,099−48.5% | 減碼 |
| US Bancorp | 17,402 | $84.3 萬 | 0.00% | +1,425+8.9% | 加碼 |
| Chemistry Wealth Management LLC | 17,630 | $85.4 萬 | 0.20% | −957−5.1% | 減碼 |
| First Trust Advisors LP | 17,771 | $86.1 萬 | 0.00% | −27,123−60.4% | 減碼 |
| Quinn Opportunity Partners LLC | 17,900 | $86.7 萬 | 0.06% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 18,238 | $88.4 萬 | 0.02% | +1,016+5.9% | 加碼 |
| MML Investors Services, LLC | 18,271 | $88.5 萬 | 0.00% | +453+2.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 18,310 | $88.7 萬 | 0.01% | +756+4.3% | 加碼 |
| Sandy Spring Bank | 18,592 | $90.1 萬 | 0.04% | −2,516−11.9% | 減碼 |
| Waterfront Wealth Inc. | 18,659 | $90.4 萬 | 0.22% | −237−1.3% | 減碼 |
| Baird Financial Group, Inc. | 20,504 | $99.3 萬 | 0.00% | −10,915−34.7% | 減碼 |
| FORA Capital, LLC | 20,597 | $99.8 萬 | 0.10% | +20,597 | 新進 |
| AXA S.A. | 21,063 | $102.1 萬 | 0.00% | −86−0.4% | 減碼 |
| Aviso Financial Inc. | 21,177 | $102.6 萬 | 0.05% | −4,671−18.1% | 減碼 |
| Quadrant Capital Group LLC | 21,219 | $102.8 萬 | 0.04% | +20,530+2,979.7% | 加碼 |
| Macquarie Group Ltd | 14,793 | $103.0 萬 | 0.00% | +14,785+184,812.5% | 加碼 |
| Diversify Wealth Management, LLC | 19,862 | $106.9 萬 | 0.08% | +2,669+15.5% | 加碼 |
| Blair William & Co | 22,955 | $111.2 萬 | 0.00% | −4,082−15.1% | 減碼 |
| Blue Fin Capital, Inc. | 23,163 | $112.2 萬 | 0.22% | −258−1.1% | 減碼 |
| Castle Rock Wealth Management, LLC | 23,020 | $113.4 萬 | 0.31% | −8,766−27.6% | 減碼 |
| Copeland Capital Management, LLC | 23,508 | $113.9 萬 | 0.02% | −1,129−4.6% | 減碼 |
| Mediolanum International Funds Ltd | 23,509 | $114.3 萬 | 0.02% | +14,722+167.5% | 加碼 |
| Lincoln Capital LLC | 23,151 | $114.5 萬 | 0.24% | +210+0.9% | 加碼 |
| Scientech Research LLC | 23,668 | $114.7 萬 | 0.30% | +23,668 | 新進 |
| Ancora Advisors, LLC | 23,824 | $115.4 萬 | 0.03% | +42+0.2% | 加碼 |
| Investment Management Corp of Ontario | 24,071 | $116.6 萬 | 0.02% | +24,071 | 新進 |
| Moneta Group Investment Advisors LLC | 25,506 | $123.6 萬 | 0.02% | −172−0.7% | 減碼 |
| Bessemer Group Inc | 25,800 | $125.0 萬 | 0.00% | +120.0% | 加碼 |
| Cannon Global Investment Management, LLC | 26,000 | $126.0 萬 | 3.47% | +26,000 | 新進 |
| Pathstone Holdings, LLC | 26,071 | $126.4 萬 | 0.01% | −3,248−11.1% | 減碼 |
| NBT Bank N A | 26,692 | $129.3 萬 | 0.09% | −50−0.2% | 減碼 |
| Timber Creek Capital Management LLC | 26,964 | $130.6 萬 | 0.35% | −20.0% | 減碼 |
| JustInvest LLC | 27,143 | $131.5 萬 | 0.02% | +5,259+24.0% | 加碼 |
| Generali Asset Management SPA SGR | 19,827 | $138.1 萬 | 0.03% | +19,827 | 新進 |
| Sprott Inc. | 28,891 | $140.0 萬 | 0.08% | +3,005+11.6% | 加碼 |
| Kathleen S. Wright Associates Inc. | 27,783 | $141.1 萬 | 0.58% | 00.0% | 不變 |
| Van Den Berg Management I, Inc | 29,257 | $141.8 萬 | 0.43% | −80,668−73.4% | 減碼 |
| Gluskin Sheff & Assoc Inc | 29,474 | $142.7 萬 | 0.18% | −2,103−6.7% | 減碼 |
| Cerity Partners LLC | 29,482 | $142.8 萬 | 0.00% | +7,901+36.6% | 加碼 |
| Alliancebernstein L.P. | 29,693 | $143.9 萬 | 0.00% | +5,800+24.3% | 加碼 |
| Maven Securities LTD | 30,000 | $145.3 萬 | 0.32% | +30,000 | 新進 |
| Tiaa Trust, National Association | 30,601 | $148.3 萬 | 0.00% | +1,248+4.3% | 加碼 |
| State Street Corp | 31,269 | $151.5 萬 | 0.00% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 32,069 | $155.2 萬 | 0.00% | −400−1.2% | 減碼 |
| Colonial Trust Co | 32,863 | $159.2 萬 | 0.25% | +1,099+3.5% | 加碼 |
| Legal & General Group Plc | 32,973 | $159.7 萬 | 0.00% | −606−1.8% | 減碼 |
| Ervin Investment Management, LLC | 34,739 | $168.3 萬 | 1.14% | −113−0.3% | 減碼 |
| Kirr Marbach & Co LLC | 35,400 | $171.5 萬 | 0.40% | +203+0.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 35,665 | $172.8 萬 | 0.15% | +35,665 | 新進 |
| Spears Abacus Advisors LLC | 35,863 | $173.8 萬 | 0.04% | −1,112−3.0% | 減碼 |
| Public Sector Pension Investment Board | 36,336 | $175.9 萬 | 0.01% | +600+1.7% | 加碼 |
| Commonwealth Equity Services, LLC | 36,766 | $178.1 萬 | 0.00% | +5,897+19.1% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 37,219 | $180.3 萬 | 0.37% | 00.0% | 不變 |
| M&T Bank Corp | 37,473 | $181.5 萬 | 0.01% | +12,996+53.1% | 加碼 |
| Whittier Trust Co | 37,791 | $183.1 萬 | 0.03% | +1,638+4.5% | 加碼 |
| Avanza Fonder AB | 25,249 | $183.6 萬 | 0.06% | +6,849+37.2% | 加碼 |
| Hudson Bay Capital Management LP | 38,390 | $186.0 萬 | 0.01% | +38,390 | 新進 |
| Guardian Capital LP | 38,601 | $186.8 萬 | 0.07% | −3,900−9.2% | 減碼 |
| Tandem Capital Management Corp | 39,076 | $189.3 萬 | 1.06% | −35−0.1% | 減碼 |
| Cetera Investment Advisers | 40,042 | $193.8 萬 | 0.00% | +11,008+37.9% | 加碼 |
| Moerus Capital Management LLC | 41,366 | $200.4 萬 | 0.90% | 00.0% | 不變 |
| Natixis | 42,402 | $201.5 萬 | 0.01% | +12,818+43.3% | 加碼 |
| Public Employees Retirement System of Ohio | 42,057 | $203.6 萬 | 0.01% | −1,577−3.6% | 減碼 |
| Mirabella Financial Services LLP | 42,528 | $206.5 萬 | 0.08% | +27,126+176.1% | 加碼 |
| Barclays PLC | 42,737 | $207.1 萬 | 0.00% | +35,245+470.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 43,002 | $208.3 萬 | 0.00% | +854+2.0% | 加碼 |
| Adalta Capital Management LLC | 43,341 | $210.0 萬 | 1.12% | −37−0.1% | 減碼 |
| Live Oak Private Wealth LLC | 44,212 | $214.2 萬 | 0.35% | −54−0.1% | 減碼 |
| Blue Sky Capital Consultants Group, Inc. | 45,510 | $220.5 萬 | 1.44% | +1,910+4.4% | 加碼 |
| Utah Retirement Systems | 45,766 | $221.5 萬 | 0.03% | −430−0.9% | 減碼 |
| Gold Investment Management Ltd. | 45,979 | $222.7 萬 | 0.94% | +4,090+9.8% | 加碼 |
| Brevan Howard Capital Management LP | 47,154 | $228.5 萬 | 0.06% | +47,154 | 新進 |
| Tacita Capital Inc | 47,240 | $228.8 萬 | 1.65% | −527−1.1% | 減碼 |
| Burgundy Asset Management Ltd. | 47,474 | $230.0 萬 | 0.02% | +14,938+45.9% | 加碼 |
| BNP Paribas | 47,632 | $231.0 萬 | 0.10% | −1,028−2.1% | 減碼 |
| PEAK6 LLC | 47,989 | $232.5 萬 | 0.09% | +47,989 | 新進 |
| Mariner, LLC | 48,159 | $233.3 萬 | 0.00% | +1,958+4.2% | 加碼 |
| Lipe & Dalton | 48,491 | $234.9 萬 | 1.31% | −1,287−2.6% | 減碼 |
| ArrowMark Colorado Holdings LLC | 48,844 | $236.6 萬 | 0.04% | 00.0% | 不變 |
| Louisbourg Investments Inc. | 50,152 | $243.0 萬 | 0.66% | +600+1.2% | 加碼 |
| SOL Capital Management CO | 51,372 | $248.9 萬 | 0.27% | +19,756+62.5% | 加碼 |
| Davidson Kahn Capital Management, LLC | 52,486 | $254.3 萬 | 1.97% | +4,995+10.5% | 加碼 |
| LPL Financial LLC | 55,354 | $268.2 萬 | 0.00% | +3,173+6.1% | 加碼 |
| Prana Capital Management, LP | 56,032 | $271.5 萬 | 0.11% | +56,032 | 新進 |
| The PNC Financial Services Group, Inc. | 56,817 | $275.3 萬 | 0.00% | −2,073−3.5% | 減碼 |
| Van Eck Associates Corp | 8,294 | $289.8 萬 | 0.00% | +8,294 | 新進 |