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 13F 持有人
Brookfield Asset Management Ltd. 在 2025/12/31 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
- 633
- 較 2025 年第 3 季 +56 家
- 持有股數
- 14.9 億
- 較 2025 年第 3 季 −543.2 萬 (−0.4%)
- 總市值
- $780.8 億
- 較 2025 年第 3 季 −$70.8 億 (−8.3%)
- 新進機構
- 111
- 另有 198 家加碼
- 清倉機構
- 55
- 另有 210 家減碼
另有 12 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Carnegie Lake Advisors LLC | 14,301 | $74.9 萬 | 0.29% | +2,000+16.3% | 加碼 |
| Chicago Capital, LLC | 14,284 | $74.8 萬 | 0.02% | 00.0% | 不變 |
| GatePass Capital, LLC | 13,900 | $72.8 萬 | 0.38% | +13,900 | 新進 |
| Engineers Gate Manager LP | 13,888 | $72.8 萬 | 0.01% | +13,888 | 新進 |
| Truist Financial Corp | 13,577 | $71.1 萬 | 0.00% | +337+2.5% | 加碼 |
| Prudential Financial Inc | 13,480 | $70.9 萬 | 0.00% | −8,765−39.4% | 減碼 |
| FORA Capital, LLC | 13,525 | $70.9 萬 | 0.09% | +13,525 | 新進 |
| North Dakota State Investment Board | 13,463 | $70.5 萬 | 0.03% | +13,463 | 新進 |
| Clear Trail Advisors, LLC | 13,328 | $69.8 萬 | 0.16% | +13,328 | 新進 |
| Culbertson A N & Co Inc | 13,295 | $69.7 萬 | 0.10% | −168−1.2% | 減碼 |
| Equity Wealth Partners, LLC | 13,283 | $69.6 萬 | 0.45% | +811+6.5% | 加碼 |
| St. Louis Trust Co | 12,899 | $67.6 萬 | 0.08% | +12,899 | 新進 |
| Check Capital Management Inc | 12,786 | $67.0 萬 | 0.04% | +1,200+10.4% | 加碼 |
| Evergreen Capital Management LLC | 12,676 | $66.4 萬 | 0.01% | +7,593+149.4% | 加碼 |
| MetLife Investment Management | 12,620 | $66.1 萬 | 0.00% | −30.0% | 減碼 |
| Umb Bank N A | 12,612 | $66.1 萬 | 0.01% | +670+5.6% | 加碼 |
| Needham Investment Management LLC | 12,570 | $65.9 萬 | 0.04% | 00.0% | 不變 |
| Fiduciary Trust Co | 12,566 | $65.8 萬 | 0.01% | +1,818+16.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,477 | $65.4 萬 | 0.02% | +2,256+22.1% | 加碼 |
| Cambria Investment Management, L.P. | 12,354 | $64.7 萬 | 0.04% | +1,456+13.4% | 加碼 |
| Corient IA LLC | 12,260 | $64.2 萬 | 0.60% | +12,260 | 新進 |
| Kraematon Investment Advisors, Inc | 12,073 | $63.2 萬 | 0.50% | +234+2.0% | 加碼 |
| TBH Global Asset Management, LLC | 11,907 | $62.4 萬 | 0.11% | +124+1.1% | 加碼 |
| Private Advisor Group, LLC | 11,867 | $62.2 萬 | 0.00% | −46−0.4% | 減碼 |
| SummitTX Capital, L.P. | 11,847 | $62.1 萬 | 0.02% | +11,847 | 新進 |
| Taylor Hoffman Capital Management LLC | 11,822 | $61.9 萬 | 0.19% | 00.0% | 不變 |
| Allen Investment Management LLC | 11,759 | $61.6 萬 | 0.01% | 00.0% | 不變 |
| Marshall Wace, LLP | 11,638 | $61.0 萬 | 0.00% | −10,572−47.6% | 減碼 |
| Pacifica Partners Inc. | 11,353 | $60.7 萬 | 0.27% | +29+0.3% | 加碼 |
| CWM, LLC | 11,545 | $60.5 萬 | 0.00% | +2,318+25.1% | 加碼 |
| Royal London Asset Management Ltd | 11,492 | $60.2 萬 | 0.00% | −4,303−27.2% | 減碼 |
| Mercer Global Advisors Inc | 11,385 | $59.6 萬 | 0.00% | +4,360+62.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 11,343 | $59.4 萬 | 0.01% | −4,584−28.8% | 減碼 |
| Warren Averett Asset Management, LLC | 11,309 | $59.2 萬 | 0.00% | +505+4.7% | 加碼 |
| Jackson Square Capital, LLC | 11,264 | $59.1 萬 | 0.12% | −2,675−19.2% | 減碼 |
| Twin Tree Management, LP | 11,267 | $59.0 萬 | 0.06% | +11,267 | 新進 |
| Herold Advisors, Inc. | 10,957 | $57.5 萬 | 0.13% | −337−3.0% | 減碼 |
| Captrust Financial Advisors | 10,850 | $56.8 萬 | 0.00% | +120+1.1% | 加碼 |
| Advisory Services Network, LLC | 10,839 | $56.8 萬 | 0.01% | −1,030−8.7% | 減碼 |
| Yousif Capital Management, LLC | 11,094 | $56.0 萬 | 0.01% | +84+0.8% | 加碼 |
| TCG Advisory Services, LLC | 10,614 | $55.6 萬 | 0.02% | +10,614 | 新進 |
| Picton Mahoney Asset Management | 10,358 | $54.3 萬 | 0.01% | +5,787+126.6% | 加碼 |
| Metis Global Partners, LLC | 10,315 | $54.0 萬 | 0.01% | −3,487−25.3% | 減碼 |
| UniSuper Management Pty Ltd | 7,500 | $53.9 萬 | 0.00% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 10,276 | $53.9 萬 | 0.00% | −979−8.7% | 減碼 |
| Principal Securities, Inc. | 10,288 | $53.9 萬 | 0.01% | +1,871+22.2% | 加碼 |
| Ieq Capital, LLC | 10,229 | $53.6 萬 | 0.00% | +4,720+85.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,063 | $52.7 萬 | 0.03% | 00.0% | 不變 |
| Rossby Financial, LCC | 10,059 | $52.7 萬 | 0.17% | +4,966+97.5% | 加碼 |
| Cresset Asset Management, LLC | 9,956 | $52.2 萬 | 0.00% | −719−6.7% | 減碼 |
| Salvus Wealth Management, LLC | 9,935 | $52.0 萬 | 0.29% | +66+0.7% | 加碼 |
| Leavell Investment Management, Inc. | 9,899 | $51.9 萬 | 0.02% | +11+0.1% | 加碼 |
| Citizens Financial Group Inc | 9,880 | $51.8 萬 | 0.01% | −2,055−17.2% | 減碼 |
| Glenview Trust Co | 9,800 | $51.3 萬 | 0.01% | −10,290−51.2% | 減碼 |
| Jackson Hole Capital Partners, LLC | 9,690 | $50.8 萬 | 0.09% | −176−1.8% | 減碼 |
| Atria Investments LLC | 9,662 | $50.6 萬 | 0.01% | +87+0.9% | 加碼 |
| Third View Private Wealth, LLC | 9,215 | $48.3 萬 | 0.06% | +9,215 | 新進 |
| HB Wealth Management, LLC | 9,209 | $48.3 萬 | 0.00% | +682+8.0% | 加碼 |
| Dimensional Fund Advisors LP | 9,169 | $48.0 萬 | 0.00% | −437−4.5% | 減碼 |
| Everett Harris & Co | 9,149 | $47.9 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 9,063 | $47.5 萬 | 0.00% | +3,058+50.9% | 加碼 |
| Summit Financial, LLC | 9,057 | $47.5 萬 | 0.01% | +161+1.8% | 加碼 |
| Hudson Bay Capital Management LP | 9,030 | $47.3 萬 | 0.00% | +9,030 | 新進 |
| Capital Advisors Wealth Management, LLC | 9,004 | $47.2 萬 | 0.06% | −5,193−36.6% | 減碼 |
| Aquatic Capital Management LLC | 8,895 | $46.6 萬 | 0.01% | +8,895 | 新進 |
| Sterling Capital Management LLC | 8,829 | $46.3 萬 | 0.01% | −511−5.5% | 減碼 |
| Union Bancaire Privee, UBP SA | 10,608 | $44.2 萬 | 0.01% | +10,608 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 8,371 | $43.9 萬 | 0.00% | +1,001+13.6% | 加碼 |
| Brown Brothers Harriman & Co | 8,345 | $43.7 萬 | 0.00% | −3,955−32.2% | 減碼 |
| Gateway Investment Advisers LLC | 8,217 | $43.0 萬 | 0.00% | +50+0.6% | 加碼 |
| Victory Capital Management Inc | 8,177 | $42.8 萬 | 0.00% | +8,177 | 新進 |
| Cardinal Point Capital Management, ULC | 8,162 | $42.8 萬 | 0.03% | −540−6.2% | 減碼 |
| Signaturefd, LLC | 8,165 | $42.8 萬 | 0.01% | +769+10.4% | 加碼 |
| Carson Advisory Inc. | 8,054 | $42.2 萬 | 0.22% | +30.0% | 加碼 |
| Wulff, Hansen & Co. | 7,830 | $41.0 萬 | 0.34% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 7,815 | $40.9 萬 | 0.04% | −8,673−52.6% | 減碼 |
| Vise Technologies, Inc. | 7,781 | $40.8 萬 | 0.01% | −2,072−21.0% | 減碼 |
| Mutual Advisors, LLC | 7,732 | $40.5 萬 | 0.01% | −446−5.5% | 減碼 |
| Rhodes Investment Advisors Inc | 7,648 | $40.1 萬 | 0.32% | +7,648 | 新進 |
| Nisa Investment Advisors, LLC | 7,543 | $39.5 萬 | 0.00% | −159,336−95.5% | 減碼 |
| Cigna Investments Inc | 7,488 | $39.3 萬 | 0.06% | 00.0% | 不變 |
| TritonPoint Partners, LLC | 7,500 | $39.3 萬 | 0.21% | +7,500 | 新進 |
| K.J. Harrison & Partners Inc | 7,459 | $39.1 萬 | 0.05% | −500−6.3% | 減碼 |
| Credit Agricole S A | 7,396 | $38.7 萬 | 0.00% | +1,656+28.9% | 加碼 |
| Bryn Mawr Trust Co | 7,302 | $38.3 萬 | 0.01% | +1,815+33.1% | 加碼 |
| ASR Vermogensbeheer N.V. | 7,212 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| Hendershot Investments Inc. | 7,158 | $37.5 萬 | 0.05% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $37.5 萬 | 0.04% | 00.0% | 不變 |
| RMB Capital Management, LLC | 7,009 | $36.7 萬 | 0.01% | −144−2.0% | 減碼 |
| Storgate, LLC | 6,917 | $36.2 萬 | 0.30% | +6,917 | 新進 |
| Jones Financial Companies LLLP | 6,774 | $35.5 萬 | 0.00% | +789+13.2% | 加碼 |
| Skopos Labs, Inc. | 6,545 | $34.9 萬 | 0.02% | +6,545 | 新進 |
| Heritage Wealth Advisors | 6,648 | $34.8 萬 | 0.01% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 6,439 | $33.7 萬 | 0.02% | −15−0.2% | 減碼 |
| Principal Street Partners, LLC | 6,391 | $33.5 萬 | 0.06% | −222−3.4% | 減碼 |
| Snowden Capital Advisors LLC | 6,361 | $33.4 萬 | 0.01% | +6,361 | 新進 |
| Kestra Advisory Services, LLC | 6,301 | $33.0 萬 | 0.00% | +218+3.6% | 加碼 |
| Lester Murray Antman dba SimplyRich | 6,258 | $32.7 萬 | 0.09% | 00.0% | 不變 |
| Leonteq Securities AG | 6,156 | $32.3 萬 | 0.02% | +5,408+723.0% | 加碼 |
| Headlands Technologies LLC | 6,076 | $31.8 萬 | 0.03% | +6,076 | 新進 |