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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 3 季與 2025 年第 2 季比較

持有 Brookfield Asset Management Ltd. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

BAM 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數6068589−9
股數15.0 億534.5 萬15.0 億+443.6 萬 (+0.3%)
市值$827.3 億$2.96 億$851.6 億+$27.3 億 (+3.3%)

8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(52 家)

2025 年第 3 季季末持有 Brookfield Asset Management Ltd.、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 BAM 的機構
機構股數市值佔組合 %
Millennium Management LLC894,986$5,096 萬0.04%
Healthcare of Ontario Pension Plan Trust Fund200,000$1,138 萬0.02%
Fiduciary Alliance LLC89,078$507.2 萬0.34%
JCIC Asset Management Inc.80,402$457.5 萬1.43%
NewGen Asset Management Ltd75,000$397.7 萬2.49%
SG Americas Securities, LLC48,365$275.4 萬0.01%
Susquehanna Advisors Group, Inc.40,300$229.5 萬0.07%
Machina Capital S.A.S.32,348$184.2 萬0.32%
Kentucky Retirement Systems24,007$136.7 萬0.04%
AXA Investment Managers S.A.21,267$121.1 萬0.00%
Concentric Capital Strategies, LP21,105$120.2 萬0.06%
Henshaw Capital LLC20,600$117.3 萬0.04%
Jain Global LLC19,200$109.2 萬0.01%
Alps Advisors Inc17,760$101.1 萬0.01%
Gotham Asset Management, LLC15,788$89.9 萬0.00%
Resurgent Financial Advisors LLC15,087$85.9 萬0.42%
Laurion Capital Management LP15,000$85.4 萬0.12%
Maridea Wealth Management LLC14,953$81.6 萬0.13%
Equity Wealth Partners, LLC12,472$71.0 萬0.58%
Citizens Financial Group Inc11,935$68.0 萬0.01%
Kentucky Retirement Systems Insurance Trust Fund10,063$57.3 萬0.04%
XTX Topco Ltd7,468$42.5 萬0.02%
Axq Capital, LP7,320$41.7 萬0.16%
Credit Agricole S A5,740$32.7 萬0.00%
HRT Financial LP5,519$31.4 萬0.00%
Ieq Capital, LLC5,509$31.4 萬0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP5,730$30.8 萬0.00%
Whalen Wealth Management Inc.4,784$27.2 萬0.16%
Magnetar Financial LLC4,372$24.9 萬0.00%
Paradice Investment Management LLC4,160$23.7 萬0.05%
Lido Advisors, LLC3,744$21.3 萬0.00%
Quent Capital, LLC1,045$5.95 萬0.00%
Heartwood Wealth Advisors LLC974$5.54 萬0.01%
Leonteq Securities AG748$4.26 萬0.00%
Root Financial Partners, LLC276$1.57 萬0.00%
First Command Advisory Services, Inc.168$9,5660.00%
First Horizon Corp146$8,3130.00%
Highline Wealth Partners LLC128$7,2880.00%
Sunbelt Securities, Inc.75$4,2700.00%
Hantz Financial Services, Inc.50$3,0000.00%
JPL Wealth Management, LLC45$2,5630.00%
Wealth Watch Advisors, INC40$2,2780.00%
Essential Partners LLC23$1,3100.00%
Transamerica Financial Advisors, Inc.19$1,0820.00%
First United Bank Trust17$9680.00%
PenderFund Capital Management Ltd.17$9670.00%
Mather Group, LLC.11$6260.00%
Tortoise Investment Management, LLC11$6260.00%
Frazier Financial Advisors, LLC7$3990.00%
Robbins Farley LLC3$1710.00%
True Wealth Design, LLC3$1710.00%
Sound Income Strategies, LLC2$1180.00%

清倉機構(61 家)

2025 年第 2 季季末持有 Brookfield Asset Management Ltd.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 BAM 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
LGT Capital Partners Ltd.495,000$2,734 萬
UBS Asset Management Americas Inc490,554$2,712 萬
D. E. Shaw & Co., Inc.307,093$1,698 萬
Renaissance Technologies LLC284,000$1,570 萬
Voloridge Investment Management, LLC110,405$610.3 萬
Bridgewater Associates, LP82,222$454.2 萬
Dynamic Technology Lab Private Ltd54,524$301.4 萬
Point72 Hong Kong Ltd54,378$300.4 萬
Landmark Investment Partners, L.P.53,697$296.8 萬
Whittier Trust Co45,508$251.5 萬
Quantbot Technologies LP44,249$244.6 萬
Cubist Systematic Strategies, LLC38,785$214.3 萬
Rezny Wealth Management, Inc.38,381$212.2 萬
111 Capital32,022$177.4 萬
Andra AP-fonden19,999$150.7 萬
Prana Capital Management, LP24,592$135.9 萬
AXA S.A.20,700$114.4 萬
Wolverine Trading, LLC18,159$100.1 萬
Whittier Trust Co of Nevada Inc17,114$94.6 萬
HughesLittle Investment Management Ltd.15,511$85.7 萬
Twinbeech Capital LP14,885$82.3 萬
Corient IA LLC14,525$80.3 萬
Hudson Bay Capital Management LP13,040$72.1 萬
Quinn Opportunity Partners LLC12,850$71.0 萬
Mirabella Financial Services LLP12,767$70.8 萬
Gluskin Sheff & Assoc Inc12,752$70.6 萬
Centiva Capital, LP11,370$62.9 萬
Engineers Gate Manager LP8,801$48.7 萬
Carmel Capital Partners, LLC8,546$47.2 萬
Quarry LP6,647$36.7 萬
ICONIQ Capital, LLC6,628$36.6 萬
Fox Run Management, L.L.C.6,248$34.5 萬
Lincluden Management Ltd5,778$31.9 萬
FORA Capital, LLC5,180$28.6 萬
Aspen Grove Capital, LLC5,006$27.7 萬
National Asset Management, Inc.3,836$21.2 萬
Diversify Advisory Services, LLC3,304$20.7 萬
Paradigm Financial Partners, LLC3,627$20.0 萬
Thurston, Springer, Miller, Herd & Titak, Inc.1,947$10.8 萬
Pinnacle Financial Partners Inc494$2.73 萬
Acadian Asset Management LLC405$2.20 萬
Briaud Financial Planning, Inc408$2.20 萬
Sierra Ocean, LLC373$2.06 萬
Lazard Asset Management LLC253$1.30 萬
Carderock Capital Management Inc200$1.11 萬
Twin Peaks Wealth Advisors, LLC151$9,462
Compass Planning Associates Inc136$7,509
Park Square Financial Group, LLC100$5,528
GHP Investment Advisors, Inc.83$4,589
NewSquare Capital LLC78$4,312
Skopos Labs, Inc.76$4,202
Optiver Holding B.V.70$3,870
BOK Financial Private Wealth, Inc.62$3,428
Mar Vista Investment Partners LLC61$3,372
Mount Yale Investment Advisors, LLC59$3,268
Beacon Capital Management, LLC55$3,024
Ridgewood Investments LLC45$2,488
DB Fitzpatrick & Co, Inc20$1,106
Riggs Asset Managment Co. Inc.15$830
Garde Capital, Inc.6$332
Transce3nd, LLC3$166

尚未申報 2025 年第 3 季的機構(8 家)

2025 年第 2 季季末持有 Brookfield Asset Management Ltd.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 BAM、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank5,323,829$2.95 億
Avantax Advisory Services, Inc.10,509$58.1 萬
My Legacy Advisors, LLC5,376$30.4 萬
Belmont Capital, LLC3,918$21.6 萬
First Horizon Advisors, Inc.995$5.50 萬
Legacy Investment Solutions, LLC190$1.05 萬
Iron Horse Wealth Management, LLC20$1,106
Parkworth Wealth Management, Inc.1$55