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。
2026 年第 1 季 13F 持有人
Brookfield Asset Management Ltd. 在 2026/3/31 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
- 633
- 較 2025 年第 4 季 +8 家
- 持有股數
- 14.8 億
- 較 2025 年第 4 季 +1,490 萬 (+1.0%)
- 總市值
- $658.9 億
- 較 2025 年第 4 季 −$109.7 億 (−14.3%)
- 新進機構
- 79
- 另有 232 家加碼
- 清倉機構
- 71
- 另有 199 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 5,389 | $23.9 萬 | 0.00% | +946+21.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 5,430 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 5,455 | $24.2 萬 | 0.00% | +5,437+30,205.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,577 | $24.8 萬 | 0.01% | +333+6.4% | 加碼 |
| Yorktown Management & Research Co Inc | 5,637 | $25.1 萬 | 0.21% | 00.0% | 不變 |
| Searle & Co. | 5,662 | $25.1 萬 | 0.06% | 00.0% | 不變 |
| Northwest Financial Advisors | 5,657 | $25.1 萬 | 0.49% | −237−4.0% | 減碼 |
| GoodHaven Capital Management, LLC | 5,673 | $25.2 萬 | 0.09% | 00.0% | 不變 |
| Morse Asset Management, Inc | 5,677 | $25.2 萬 | 0.05% | 00.0% | 不變 |
| Whetstone Capital Advisors, LLC | 5,721 | $25.4 萬 | 0.10% | +5,721 | 新進 |
| RMB Capital Management, LLC | 5,727 | $25.5 萬 | 0.00% | −1,282−18.3% | 減碼 |
| Empowered Funds, LLC | 5,739 | $25.5 萬 | 0.00% | +5,739 | 新進 |
| NewEdge Wealth, LLC | 5,739 | $25.5 萬 | 0.00% | +344+6.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,730 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 5,860 | $26.0 萬 | 0.02% | +75+1.3% | 加碼 |
| Kestra Advisory Services, LLC | 5,895 | $26.2 萬 | 0.00% | −406−6.4% | 減碼 |
| Berkshire Asset Management LLC | 5,926 | $26.3 萬 | 0.01% | +50+0.9% | 加碼 |
| Callan Family Office, LLC | 6,033 | $26.8 萬 | 0.01% | +6,033 | 新進 |
| Stratos Wealth Partners, LTD. | 6,132 | $27.3 萬 | 0.00% | +1,430+30.4% | 加碼 |
| Moors & Cabot, Inc. | 6,191 | $27.5 萬 | 0.01% | +540+9.6% | 加碼 |
| Lester Murray Antman dba SimplyRich | 6,254 | $27.7 萬 | 0.07% | −4−0.1% | 減碼 |
| Western Wealth Management, LLC | 6,309 | $28.0 萬 | 0.01% | +6,309 | 新進 |
| Brighton Jones LLC | 6,398 | $28.4 萬 | 0.01% | +6,398 | 新進 |
| Proficio Capital Partners LLC | 6,483 | $28.8 萬 | 0.02% | +44+0.7% | 加碼 |
| First Trust Advisors LP | 6,507 | $28.9 萬 | 0.00% | −116,166−94.7% | 減碼 |
| Principal Street Partners, LLC | 6,544 | $29.1 萬 | 0.05% | +153+2.4% | 加碼 |
| Sterling Capital Management LLC | 6,594 | $29.3 萬 | 0.01% | −2,235−25.3% | 減碼 |
| Summerhill Capital Management lnc. | 6,652 | $29.5 萬 | 0.26% | +6,652 | 新進 |
| Heritage Wealth Advisors | 6,648 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 6,797 | $30.1 萬 | 0.01% | +436+6.9% | 加碼 |
| Stamos Capital Partners, L.P. | 6,851 | $30.5 萬 | 0.05% | +6,851 | 新進 |
| PFG Investments, LLC | 6,895 | $30.7 萬 | 0.01% | +6,895 | 新進 |
| Storgate, LLC | 7,030 | $31.2 萬 | 0.25% | +113+1.6% | 加碼 |
| Cigna Investments Inc | 7,101 | $31.4 萬 | 0.05% | −387−5.2% | 減碼 |
| Dimensional Fund Advisors LP | 7,135 | $31.7 萬 | 0.00% | −2,034−22.2% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| Hendershot Investments Inc. | 7,158 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| ASR Vermogensbeheer N.V. | 7,212 | $32.0 萬 | 0.00% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 7,252 | $32.2 萬 | 0.02% | +6,054+505.3% | 加碼 |
| K.J. Harrison & Partners Inc | 7,459 | $33.1 萬 | 0.05% | 00.0% | 不變 |
| Credit Agricole S A | 7,509 | $33.4 萬 | 0.00% | +113+1.5% | 加碼 |
| Mutual Advisors, LLC | 7,530 | $33.5 萬 | 0.01% | −202−2.6% | 減碼 |
| Rhodes Investment Advisors Inc | 7,648 | $34.0 萬 | 0.29% | 00.0% | 不變 |
| Odyssean, LLC | 7,662 | $34.1 萬 | 0.12% | +7,662 | 新進 |
| Wulff, Hansen & Co. | 7,687 | $34.2 萬 | 0.35% | −143−1.8% | 減碼 |
| Bond & Devick Financial Network, Inc. | 7,700 | $34.2 萬 | 0.10% | +7,700 | 新進 |
| Viewpoint Investment Partners Corp | 7,923 | $34.9 萬 | 0.16% | +7,923 | 新進 |
| Citizens Financial Group Inc | 7,907 | $35.1 萬 | 0.00% | −1,973−20.0% | 減碼 |
| TritonPoint Partners, LLC | 8,004 | $35.6 萬 | 0.13% | +504+6.7% | 加碼 |
| Cardinal Point Capital Management, ULC | 8,091 | $35.9 萬 | 0.02% | −71−0.9% | 減碼 |
| Keybank National Association | 8,156 | $36.3 萬 | 0.00% | +2,942+56.4% | 加碼 |
| Victory Capital Management Inc | 8,177 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 8,212 | $36.5 萬 | 0.09% | +8,212 | 新進 |
| Ballentine Partners, LLC | 8,301 | $36.9 萬 | 0.01% | +8,301 | 新進 |
| Atomi Financial Group, Inc. | 8,328 | $37.0 萬 | 0.01% | −6,988−45.6% | 減碼 |
| Brown Brothers Harriman & Co | 8,514 | $37.8 萬 | 0.00% | +169+2.0% | 加碼 |
| Gilbert & Cook, Inc. | 8,683 | $38.6 萬 | 0.05% | +3,409+64.6% | 加碼 |
| Carson Advisory Inc. | 8,754 | $38.9 萬 | 0.20% | +700+8.7% | 加碼 |
| Bryn Mawr Trust Co | 8,983 | $39.9 萬 | 0.01% | +1,681+23.0% | 加碼 |
| Capital Advisors Wealth Management, LLC | 8,997 | $40.0 萬 | 0.05% | −7−0.1% | 減碼 |
| Hunting Hill Global Capital, LLC | 8,999 | $40.0 萬 | 0.48% | −9,847−52.2% | 減碼 |
| Neo Ivy Capital Management | 9,023 | $40.1 萬 | 0.11% | +9,023 | 新進 |
| Merit Financial Group, LLC | 9,030 | $40.1 萬 | 0.00% | +9,030 | 新進 |
| Frank, Rimerman Advisors LLC | 9,098 | $40.4 萬 | 0.03% | +9,098 | 新進 |
| Everett Harris & Co | 9,149 | $40.7 萬 | 0.01% | 00.0% | 不變 |
| Vise Technologies, Inc. | 7,781 | $40.8 萬 | 0.01% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 9,260 | $41.2 萬 | 0.05% | −5,288−36.3% | 減碼 |
| Bank of Nova Scotia Trust Co | 9,336 | $41.5 萬 | 0.04% | +4,229+82.8% | 加碼 |
| Metis Global Partners, LLC | 9,487 | $42.0 萬 | 0.01% | −828−8.0% | 減碼 |
| Laird Norton Trust Company, LLC | 9,505 | $42.2 萬 | 0.01% | +4,162+77.9% | 加碼 |
| SummitTX Capital, L.P. | 9,546 | $42.4 萬 | 0.01% | −2,301−19.4% | 減碼 |
| Purpose Unlimited Inc. | 9,680 | $42.8 萬 | 0.02% | +5,287+120.4% | 加碼 |
| Aigen Investment Management, LP | 6,983 | $43.2 萬 | 0.11% | −4,066−36.8% | 減碼 |
| Summit Financial, LLC | 9,755 | $43.4 萬 | 0.01% | +698+7.7% | 加碼 |
| Leavell Investment Management, Inc. | 9,899 | $44.0 萬 | 0.02% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 9,907 | $44.0 萬 | 0.26% | −28−0.3% | 減碼 |
| Alpine Global Management, LLC | 10,053 | $44.7 萬 | 0.07% | +10,053 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,063 | $44.7 萬 | 0.03% | 00.0% | 不變 |
| Denali Advisors LLC | 10,100 | $44.9 萬 | 0.05% | +6,113+153.3% | 加碼 |
| United Capital Financial Advisers, LLC | 10,152 | $45.1 萬 | 0.00% | +1,089+12.0% | 加碼 |
| Prospera Financial Services Inc | 10,250 | $45.6 萬 | 0.01% | +10,250 | 新進 |
| Twinbeech Capital LP | 10,264 | $45.6 萬 | 0.05% | +10,264 | 新進 |
| Integrated Wealth Concepts LLC | 10,314 | $45.8 萬 | 0.00% | +6,300+157.0% | 加碼 |
| UniSuper Management Pty Ltd | 7,500 | $46.4 萬 | 0.00% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 10,606 | $47.1 萬 | 0.00% | +5,529+108.9% | 加碼 |
| Advisory Services Network, LLC | 10,618 | $47.2 萬 | 0.01% | −221−2.0% | 減碼 |
| Cresset Asset Management, LLC | 10,784 | $47.8 萬 | 0.00% | +828+8.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 10,857 | $48.3 萬 | 0.01% | −486−4.3% | 減碼 |
| Herold Advisors, Inc. | 10,957 | $48.6 萬 | 0.11% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 11,025 | $49.0 萬 | 0.00% | −3,842−25.8% | 減碼 |
| North Dakota State Investment Board | 11,052 | $49.1 萬 | 0.02% | −2,411−17.9% | 減碼 |
| Yousif Capital Management, LLC | 11,216 | $49.9 萬 | 0.01% | +122+1.1% | 加碼 |
| Fiduciary Trust Co | 11,235 | $49.9 萬 | 0.01% | −1,331−10.6% | 減碼 |
| Corient IA LLC | 11,250 | $50.0 萬 | 0.47% | −1,010−8.2% | 減碼 |
| Leonteq Securities AG | 11,309 | $50.3 萬 | 0.03% | +5,153+83.7% | 加碼 |
| Prana Capital Management, LP | 11,361 | $50.5 萬 | 0.02% | +11,361 | 新進 |
| Royal London Asset Management Ltd | 11,492 | $51.1 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 11,625 | $51.7 萬 | 0.00% | −1,855−13.8% | 減碼 |
| Taylor Hoffman Capital Management LLC | 11,652 | $51.8 萬 | 0.16% | −170−1.4% | 減碼 |
| Allen Investment Management LLC | 11,759 | $52.3 萬 | 0.01% | 00.0% | 不變 |