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 2 季 13F 持有人
Brookfield Asset Management Ltd. 在 2025/6/30 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
- 606
- 較 2025 年第 1 季 +22 家
- 持有股數
- 15.0 億
- 較 2025 年第 1 季 +783.7 萬 (+0.5%)
- 總市值
- $827.3 億
- 較 2025 年第 1 季 +$105.9 億 (+14.7%)
- 新進機構
- 82
- 另有 206 家加碼
- 清倉機構
- 60
- 另有 181 家減碼
另有 6 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 5,180 | $28.6 萬 | 0.03% | −15,417−74.9% | 減碼 |
| Ritholtz Wealth Management | 5,241 | $29.0 萬 | 0.01% | −7,764−59.7% | 減碼 |
| Venturi Wealth Management, LLC | 5,347 | $29.6 萬 | 0.01% | −520−8.9% | 減碼 |
| Fisher Asset Management, LLC | 5,363 | $29.6 萬 | 0.00% | +5,363 | 新進 |
| My Legacy Advisors, LLC | 5,376 | $30.4 萬 | 0.11% | −95−1.7% | 減碼 |
| We Are One Seven, LLC | 5,505 | $30.4 萬 | 0.01% | +5,505 | 新進 |
| Cary Street Partner Investment Advisory LLC | 5,577 | $30.8 萬 | 0.15% | +55+1.0% | 加碼 |
| Hemington Wealth Management | 5,609 | $31.0 萬 | 0.04% | −70−1.2% | 減碼 |
| Yorktown Management & Research Co Inc | 5,637 | $31.2 萬 | 0.30% | 00.0% | 不變 |
| Searle & Co. | 5,662 | $31.3 萬 | 0.09% | 00.0% | 不變 |
| Morse Asset Management, Inc | 5,667 | $31.3 萬 | 0.07% | +898+18.8% | 加碼 |
| NewEdge Wealth, LLC | 5,147 | $31.4 萬 | 0.00% | +90+1.8% | 加碼 |
| United Capital Financial Advisers, LLC | 5,680 | $31.4 萬 | 0.00% | +324+6.0% | 加碼 |
| Sanctuary Advisors, LLC | 5,705 | $31.5 萬 | 0.00% | +149+2.7% | 加碼 |
| GoodHaven Capital Management, LLC | 5,708 | $31.6 萬 | 0.11% | −9,201−61.7% | 減碼 |
| Bank of Nova Scotia Trust Co | 5,737 | $31.7 萬 | 0.03% | +328+6.1% | 加碼 |
| Clifford Swan Investment Counsel LLC | 5,750 | $31.8 萬 | 0.01% | 00.0% | 不變 |
| Lincluden Management Ltd | 5,778 | $31.9 萬 | 0.04% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 5,789 | $32.0 萬 | 0.01% | +34+0.6% | 加碼 |
| Moseley Investment Management Inc | 5,811 | $32.1 萬 | 0.11% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 5,893 | $32.6 萬 | 0.00% | −681−10.4% | 減碼 |
| Evercore Wealth Management, LLC | 5,946 | $32.9 萬 | 0.01% | −250−4.0% | 減碼 |
| Gateway Investment Advisers LLC | 6,004 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| Denali Advisors LLC | 6,134 | $33.9 萬 | 0.04% | +6,134 | 新進 |
| Moors & Cabot, Inc. | 6,180 | $34.2 萬 | 0.02% | +26+0.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,213 | $34.3 萬 | 0.00% | +4,287+222.6% | 加碼 |
| NBC Securities, Inc. | 6,249 | $34.5 萬 | 0.03% | −9−0.1% | 減碼 |
| Lester Murray Antman dba SimplyRich | 6,259 | $34.5 萬 | 0.10% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 6,248 | $34.5 萬 | 0.06% | +6,248 | 新進 |
| Northwest Financial Advisors | 6,280 | $34.7 萬 | 0.48% | +4+0.1% | 加碼 |
| Allianz Asset Management GmbH | 6,470 | $35.7 萬 | 0.00% | −3,746−36.7% | 減碼 |
| Proficio Capital Partners LLC | 6,481 | $35.8 萬 | 0.02% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 6,628 | $36.6 萬 | 0.01% | +6,628 | 新進 |
| Signaturefd, LLC | 6,647 | $36.7 萬 | 0.01% | +2,438+57.9% | 加碼 |
| Quarry LP | 6,647 | $36.7 萬 | 0.08% | +5,065+320.2% | 加碼 |
| Heritage Wealth Advisors | 6,649 | $36.8 萬 | 0.02% | −19−0.3% | 減碼 |
| Fiduciary Trust Co | 6,789 | $37.5 萬 | 0.00% | +1,084+19.0% | 加碼 |
| Verition Fund Management LLC | 6,913 | $38.2 萬 | 0.00% | −186,526−96.4% | 減碼 |
| HB Wealth Management, LLC | 6,931 | $38.3 萬 | 0.00% | −1,072−13.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 6,968 | $38.5 萬 | 0.00% | −6,743−49.2% | 減碼 |
| ASR Vermogensbeheer N.V. | 7,095 | $39.2 萬 | 0.01% | +500+7.6% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $39.5 萬 | 0.06% | 00.0% | 不變 |
| Hendershot Investments Inc. | 7,158 | $39.6 萬 | 0.05% | 00.0% | 不變 |
| RMB Capital Management, LLC | 7,252 | $40.1 萬 | 0.01% | +7,252 | 新進 |
| Schwartz Investment Counsel Inc | 7,275 | $40.2 萬 | 0.01% | −230,000−96.9% | 減碼 |
| Integrated Wealth Concepts LLC | 7,340 | $40.6 萬 | 0.00% | +1,032+16.4% | 加碼 |
| Vise Technologies, Inc. | 7,423 | $41.0 萬 | 0.02% | +7,423 | 新進 |
| Cigna Investments Inc | 7,488 | $41.3 萬 | 0.07% | +1,022+15.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 7,545 | $41.7 萬 | 0.01% | +747+11.0% | 加碼 |
| Wulff, Hansen & Co. | 7,590 | $42.0 萬 | 0.36% | +735+10.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,724 | $42.7 萬 | 0.01% | +7,374+2,106.9% | 加碼 |
| Brown Brothers Harriman & Co | 7,822 | $43.2 萬 | 0.00% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 7,959 | $44.0 萬 | 0.07% | −1,690−17.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 8,000 | $44.2 萬 | 0.00% | +1,300+19.4% | 加碼 |
| Carson Advisory Inc. | 8,050 | $44.5 萬 | 0.28% | +400+5.2% | 加碼 |
| Principal Securities, Inc. | 8,163 | $45.1 萬 | 0.01% | −128−1.5% | 減碼 |
| Radnor Capital Management, LLC | 8,421 | $46.6 萬 | 0.07% | −339−3.9% | 減碼 |
| Carmel Capital Partners, LLC | 8,546 | $47.2 萬 | 0.17% | −1,183−12.2% | 減碼 |
| Intech Investment Management LLC | 8,600 | $47.5 萬 | 0.00% | −1,050−10.9% | 減碼 |
| Cardinal Point Capital Management, ULC | 8,702 | $48.1 萬 | 0.04% | +8,702 | 新進 |
| Cambria Investment Management, L.P. | 8,720 | $48.2 萬 | 0.03% | −242−2.7% | 減碼 |
| Engineers Gate Manager LP | 8,801 | $48.7 萬 | 0.01% | +8,801 | 新進 |
| Summit Financial, LLC | 9,053 | $50.1 萬 | 0.01% | +20.0% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 9,092 | $50.3 萬 | 0.06% | 00.0% | 不變 |
| Everett Harris & Co | 9,149 | $50.6 萬 | 0.01% | +1,071+13.3% | 加碼 |
| Summit Trail Advisors, LLC | 9,311 | $51.5 萬 | 0.01% | +9,311 | 新進 |
| First Trust Advisors LP | 9,378 | $51.8 萬 | 0.00% | −8,393−47.2% | 減碼 |
| Captrust Financial Advisors | 9,502 | $52.5 萬 | 0.00% | +1,099+13.1% | 加碼 |
| Mutual Advisors, LLC | 8,438 | $53.2 萬 | 0.01% | −912−9.8% | 減碼 |
| Dimensional Fund Advisors LP | 9,870 | $54.6 萬 | 0.00% | +3,547+56.1% | 加碼 |
| Bridges Investment Management Inc | 9,898 | $54.7 萬 | 0.01% | −3,159−24.2% | 減碼 |
| Sterling Capital Management LLC | 10,185 | $56.3 萬 | 0.01% | +7,315+254.9% | 加碼 |
| UniSuper Management Pty Ltd | 7,500 | $56.5 萬 | 0.00% | +700+10.3% | 加碼 |
| Jackson Hole Capital Partners, LLC | 10,310 | $57.0 萬 | 0.10% | +510+5.2% | 加碼 |
| Salvus Wealth Management, LLC | 10,374 | $57.3 萬 | 0.33% | −191−1.8% | 減碼 |
| Atria Investments LLC | 10,399 | $57.5 萬 | 0.01% | −282−2.6% | 減碼 |
| Leavell Investment Management, Inc. | 10,450 | $57.8 萬 | 0.03% | −48−0.5% | 減碼 |
| Avantax Advisory Services, Inc. | 10,509 | $58.1 萬 | 0.00% | +902+9.4% | 加碼 |
| Cresset Asset Management, LLC | 10,661 | $58.9 萬 | 0.00% | −678−6.0% | 減碼 |
| Kraematon Investment Advisors, Inc | 10,772 | $59.5 萬 | 0.56% | +21+0.2% | 加碼 |
| Yousif Capital Management, LLC | 10,784 | $59.6 萬 | 0.01% | +4,533+72.5% | 加碼 |
| Warren Averett Asset Management, LLC | 10,873 | $60.1 萬 | 0.01% | +1,180+12.2% | 加碼 |
| Pacifica Partners Inc. | 11,211 | $61.8 萬 | 0.25% | −150−1.3% | 減碼 |
| National Philanthropic Trust | 11,241 | $62.1 萬 | 0.01% | 00.0% | 不變 |
| Glenview Trust Co | 11,352 | $62.8 萬 | 0.01% | +11,352 | 新進 |
| Centiva Capital, LP | 11,370 | $62.9 萬 | 0.04% | +11,370 | 新進 |
| Check Capital Management Inc | 11,586 | $64.0 萬 | 0.04% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 11,619 | $64.2 萬 | 0.00% | +1,436+14.1% | 加碼 |
| Umb Bank N A | 11,671 | $64.5 萬 | 0.01% | +4,500+62.8% | 加碼 |
| Allen Investment Management LLC | 11,759 | $65.0 萬 | 0.01% | 00.0% | 不變 |
| Taylor Hoffman Capital Management LLC | 11,822 | $65.4 萬 | 0.22% | 00.0% | 不變 |
| SIG North Trading, ULC | 12,093 | $66.9 萬 | 0.15% | +12,093 | 新進 |
| TBH Global Asset Management, LLC | 12,268 | $67.8 萬 | 0.15% | −149−1.2% | 減碼 |
| Carnegie Lake Advisors LLC | 12,301 | $68.0 萬 | 0.27% | 00.0% | 不變 |
| MetLife Investment Management | 12,375 | $68.4 萬 | 0.00% | +12,375 | 新進 |
| Private Advisor Group, LLC | 12,549 | $69.4 萬 | 0.00% | −104−0.8% | 減碼 |
| Needham Investment Management LLC | 12,570 | $69.4 萬 | 0.06% | 00.0% | 不變 |
| Principal Street Partners, LLC | 12,724 | $70.3 萬 | 0.07% | +6,378+100.5% | 加碼 |
| Gluskin Sheff & Assoc Inc | 12,752 | $70.6 萬 | 0.09% | −16,722−56.7% | 減碼 |
| Herold Advisors, Inc. | 12,793 | $70.7 萬 | 0.15% | 00.0% | 不變 |