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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 4 季與 2025 年第 3 季比較

持有 Brookfield Asset Management Ltd. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

BAM 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數58912633+56
股數15.0 億10.3 萬14.9 億−543.2 萬 (−0.4%)
市值$851.6 億$595.9 萬$780.8 億−$70.8 億 (−8.3%)

12 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(111 家)

2025 年第 4 季季末持有 Brookfield Asset Management Ltd.、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 111 家。

2025 年第 4 季新進 BAM 的機構
機構股數市值佔組合 %
Norges Bank5,028,864$2.63 億0.03%
D. E. Shaw & Co., Inc.1,389,690$7,281 萬0.06%
GFI Investment Counsel Ltd.588,390$3,084 萬3.29%
Jefferies Financial Group Inc.436,978$2,289 萬0.19%
Quadrature Capital Ltd298,000$1,563 萬0.16%
Renaissance Technologies LLC287,525$1,506 萬0.02%
Partners Group Holding AG231,951$1,215 萬0.82%
MUFG Securities EMEA plc200,000$1,048 萬0.12%
UBS Asset Management Americas Inc195,648$1,025 萬0.00%
State of Wisconsin Investment Board143,882$754.7 萬0.02%
BCV Asset Management Inc.54,269$385.8 萬0.10%
Harvest Portfolios Group Inc.59,880$313.7 萬0.05%
PensionDanmark Pensionsforsikringsaktieselskab50,110$262.8 萬0.02%
Strategic Advisors LLC42,240$221.3 萬0.35%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.29,352$211.8 萬0.00%
Point72 Asset Management, L.P.39,039$204.4 萬0.00%
Rezny Wealth Management, Inc.38,654$202.5 萬0.41%
Voloridge Investment Management, LLC38,469$201.5 萬0.01%
Herbst Group, LLC27,225$142.6 萬0.84%
Graham Capital Management, L.P.19,434$101.8 萬0.04%
Landscape Capital Management, L.L.C.18,827$98.6 萬0.07%
Uniplan Investment Counsel, Inc.16,832$88.2 萬0.09%
Midway Capital Research & Management15,820$82.9 萬0.81%
Generali Asset Management SPA SGR11,219$80.7 萬0.02%
EFG International AG15,091$79.1 萬0.02%
Griffin Asset Management, Inc.14,548$76.2 萬0.08%
GatePass Capital, LLC13,900$72.8 萬0.38%
Engineers Gate Manager LP13,888$72.8 萬0.01%
FORA Capital, LLC13,525$70.9 萬0.09%
North Dakota State Investment Board13,463$70.5 萬0.03%
Clear Trail Advisors, LLC13,328$69.8 萬0.16%
St. Louis Trust Co12,899$67.6 萬0.08%
Corient IA LLC12,260$64.2 萬0.60%
SummitTX Capital, L.P.11,847$62.1 萬0.02%
Twin Tree Management, LP11,267$59.0 萬0.06%
TCG Advisory Services, LLC10,614$55.6 萬0.02%
Third View Private Wealth, LLC9,215$48.3 萬0.06%
Hudson Bay Capital Management LP9,030$47.3 萬0.00%
Aquatic Capital Management LLC8,895$46.6 萬0.01%
Union Bancaire Privee, UBP SA10,608$44.2 萬0.01%
Victory Capital Management Inc8,177$42.8 萬0.00%
Rhodes Investment Advisors Inc7,648$40.1 萬0.32%
TritonPoint Partners, LLC7,500$39.3 萬0.21%
Storgate, LLC6,917$36.2 萬0.30%
Skopos Labs, Inc.6,545$34.9 萬0.02%
Snowden Capital Advisors LLC6,361$33.4 萬0.01%
Headlands Technologies LLC6,076$31.8 萬0.03%
Laird Norton Trust Company, LLC5,343$28.0 萬0.01%
SeaBridge Investment Advisors LLC5,266$27.6 萬0.05%
Baker Boyer National Bank5,200$27.2 萬0.08%
Worldquant Millennium Advisors LLC5,077$26.6 萬0.00%
Regions Financial Corp4,862$25.5 萬0.00%
Vestmark Advisory Solutions, Inc.4,666$24.4 萬0.00%
Sherbrooke Park Advisers LLC4,623$24.2 萬0.63%
Athena Wealth Management, LLC4,475$23.4 萬0.23%
Purpose Unlimited Inc.4,393$23.0 萬0.01%
FourThought Financial Partners, LLC4,385$23.0 萬0.02%
Crestwood Advisors Group LLC4,275$22.4 萬0.00%
Dynamic Technology Lab Private Ltd4,230$22.2 萬0.05%
Eurizon Capital SGR S.p.A.4,185$22.0 萬0.00%
Volterra Technologies LP3,125$16.4 萬0.17%
Aster Capital Management (DIFC) Ltd2,319$12.1 萬0.05%
Group One Trading, L.P.2,122$11.1 萬0.00%
Birchwood Financial Partners, Inc.2,102$11.0 萬0.11%
City State Bank1,864$9.77 萬0.03%
Flagship Harbor Advisors, LLC1,355$7.10 萬0.00%
J.Safra Asset Management Corp1,198$6.28 萬0.00%
Pinnacle Wealth Planning Services, Inc.847$4.44 萬0.00%
LOM Asset Management Ltd600$4.31 萬0.01%
eCIO, Inc.802$4.20 萬0.02%
Roble, Belko & Company, Inc755$4.00 萬0.01%
Basecamp Wealth Advisors LLC661$3.46 萬0.01%
Wellington-Altus USA Inc.405$2.12 萬0.02%
Silicon Valley Capital Partners377$1.97 萬0.00%
SHP Wealth Management366$1.92 萬0.00%
Commonwealth Retirement Investments LLC274$1.44 萬0.00%
Gilpin Wealth Management, LLC272$1.43 萬0.01%
WPG Advisers, LLC226$1.18 萬0.01%
City Holding Co200$1.05 萬0.00%
Kemnay Advisory Services Inc.157$8,2250.00%
Optiver Holding B.V.127$6,6540.00%
Quarry LP123$6,4440.00%
Exchange Traded Concepts, LLC108$5,6580.00%
Bravera Wealth99$5,1870.00%
Cornerstone Financial Management LLC96$5,0290.00%
Newbridge Financial Services Group, Inc.90$4,7150.00%
Dixon Mitchell Investment Counsel Inc.80$4,1960.00%
Thurston, Springer, Miller, Herd & Titak, Inc.80$4,1910.00%
MCF Advisors LLC71$3,7200.00%
Tucker Asset Management LLC69$3,6150.00%
Union Savings Bank62$3,2470.00%
Kilter Group LLC57$2,9870.00%
Evermay Wealth Management LLC51$2,6720.00%
Quattro Advisors LLC50$2,6200.00%
Turning Point Benefit Group, Inc.36$1,8860.00%
Curio Wealth, LLC26$1,3900.00%
Barnes Dennig Private Wealth Management LLC22$1,1530.00%
Advocate Investing Services LLC22$1,1530.00%
McMillan Office, Inc.19$9950.00%
Torren Management, LLC19$9740.00%

清倉機構(55 家)

2025 年第 3 季季末持有 Brookfield Asset Management Ltd.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 BAM 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
EdgePoint Investment Group Inc.159,255$906.1 萬
HSBC Holdings PLC128,364$730.4 萬
Schonfeld Strategic Advisors LLC100,962$574.9 萬
Susquehanna International Group, LLP65,194$371.2 萬
Lighthouse Investment Partners, LLC54,613$311.0 萬
PEAK6 LLC53,494$304.6 萬
Ossiam53,300$303.4 萬
CWM Advisors, LLC47,244$269.0 萬
Maltese Capital Management LLC41,386$235.7 萬
Squarepoint Ops LLC32,163$183.1 萬
Concentric Capital Strategies, LP21,105$120.2 萬
Jain Global LLC19,200$109.2 萬
Virtu Financial LLC15,707$89.4 萬
Malaga Cove Capital, LLC15,607$88.9 萬
Resurgent Financial Advisors LLC15,087$85.9 萬
Ascent Group, LLC13,625$77.6 萬
National Philanthropic Trust11,756$66.9 萬
Verition Fund Management LLC10,449$59.5 萬
Bragg Financial Advisors, Inc9,737$55.4 萬
NJ State Employees Deferred Compensation Plan9,092$51.8 萬
Axq Capital, LP7,320$41.7 萬
Allianz Asset Management GmbH6,857$39.0 萬
Stamos Capital Partners, L.P.4,935$28.1 萬
Whalen Wealth Management Inc.4,784$27.2 萬
Magnetar Financial LLC4,372$24.9 萬
Hilltop Holdings Inc.4,293$24.4 萬
Paradice Investment Management LLC4,160$23.7 萬
PDS Planning, Inc4,054$23.1 萬
Advisors Capital Management, LLC3,793$21.6 萬
Family Management Corp3,788$21.6 萬
Heron Bay Capital Management3,735$21.3 萬
Oppenheimer Asset Management Inc.3,698$21.1 萬
Icon Wealth Advisors, LLC3,670$20.9 萬
Lineweaver Wealth Advisors, LLC3,644$20.7 萬
Verdence Capital Advisors LLC3,723$20.3 萬
Heartwood Wealth Advisors LLC974$5.54 萬
Simplex Trading, LLC614$3.40 萬
St Germain D J Co Inc536$3.05 萬
Kings Path Partners LLC188$1.07 萬
Hilltop National Bank127$7,231
North Capital, Inc.113$6,434
GPS Wealth Strategies Group, LLC100$5,694
Ameritas Advisory Services, LLC73$4,157
JPL Wealth Management, LLC45$2,563
Old Point Trust & Financial Services N A37$2,107
PenderFund Capital Management Ltd.17$967
St. Johns Investment Management Company, LLC13$740
Mather Group, LLC.11$626
Tortoise Investment Management, LLC11$626
Private Wealth Management Group, LLC8$456
Macquarie Group Ltd8$455
Frazier Financial Advisors, LLC7$399
Sittner & Nelson, LLC4$228
Robbins Farley LLC3$171
New Millennium Group LLC3$171

尚未申報 2025 年第 4 季的機構(12 家)

2025 年第 3 季季末持有 Brookfield Asset Management Ltd.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 BAM、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Burgundy Asset Management Ltd.35,864$215.7 萬
Kathleen S. Wright Associates Inc.27,783$159.8 萬
AXA Investment Managers S.A.21,267$121.1 萬
Shell Asset Management Co6,141$35.0 萬
Hemington Wealth Management5,581$31.7 萬
Wetherby Asset Management Inc4,447$25.3 萬
Sagard Holdings Management Inc.703$4.00 萬
Promus Capital, LLC237$1.35 萬
FSA Wealth Management LLC196$1.12 萬
Lowe Wealth Advisors, LLC78$4,441
Accredited Wealth Management, LLC371$4,043
Creekmur Asset Management LLC1$35