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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 11,783 | $52.4 萬 | 0.11% | −124−1.0% | 減碼 |
| Private Advisor Group, LLC | 11,815 | $52.5 萬 | 0.00% | −52−0.4% | 減碼 |
| TCG Advisory Services, LLC | 11,896 | $52.9 萬 | 0.01% | +1,282+12.1% | 加碼 |
| Bessemer Group Inc | 11,945 | $53.1 萬 | 0.00% | −2,730−18.6% | 減碼 |
| Equity Wealth Partners, LLC | 11,956 | $53.1 萬 | 0.34% | −1,327−10.0% | 減碼 |
| Kraematon Investment Advisors, Inc | 12,016 | $53.4 萬 | 0.43% | −57−0.5% | 減碼 |
| Pacifica Partners Inc. | 12,061 | $53.5 萬 | 0.18% | +708+6.2% | 加碼 |
| HB Wealth Management, LLC | 12,097 | $53.8 萬 | 0.00% | +2,888+31.4% | 加碼 |
| MetLife Investment Management | 12,222 | $54.3 萬 | 0.00% | −398−3.2% | 減碼 |
| Atria Investments LLC | 12,517 | $55.6 萬 | 0.01% | +2,855+29.5% | 加碼 |
| Needham Investment Management LLC | 12,570 | $55.9 萬 | 0.03% | 00.0% | 不變 |
| Principal Securities, Inc. | 12,740 | $56.6 萬 | 0.01% | +2,452+23.8% | 加碼 |
| St. Louis Trust Co | 12,899 | $57.3 萬 | 0.07% | 00.0% | 不變 |
| Culbertson A N & Co Inc | 12,916 | $57.4 萬 | 0.07% | −379−2.9% | 減碼 |
| Check Capital Management Inc | 12,954 | $57.6 萬 | 0.04% | +168+1.3% | 加碼 |
| MML Investors Services, LLC | 13,096 | $58.2 萬 | 0.00% | −8,975−40.7% | 減碼 |
| Quadrant Capital Group LLC | 13,110 | $58.3 萬 | 0.02% | −4,551−25.8% | 減碼 |
| Regions Financial Corp | 13,327 | $59.2 萬 | 0.00% | +8,465+174.1% | 加碼 |
| Warren Averett Asset Management, LLC | 13,656 | $60.7 萬 | 0.00% | +2,347+20.8% | 加碼 |
| Ritholtz Wealth Management | 13,680 | $60.8 萬 | 0.01% | +8,432+160.7% | 加碼 |
| Jackson Hole Capital Partners, LLC | 14,117 | $62.8 萬 | 0.10% | +4,427+45.7% | 加碼 |
| Blair William & Co | 14,123 | $62.8 萬 | 0.00% | −10,866−43.5% | 減碼 |
| Clear Trail Advisors, LLC | 14,208 | $63.2 萬 | 0.11% | +880+6.6% | 加碼 |
| Chicago Capital, LLC | 14,284 | $63.5 萬 | 0.02% | 00.0% | 不變 |
| Carnegie Lake Advisors LLC | 14,301 | $63.6 萬 | 0.25% | 00.0% | 不變 |
| Simplex Trading, LLC | 14,463 | $64.3 萬 | 0.02% | +14,463 | 新進 |
| Osmosis Investment Management UK Ltd | 14,795 | $65.6 萬 | 0.02% | +14,795 | 新進 |
| Capital Fund Management S.A. | 14,802 | $65.8 萬 | 0.01% | −8,500−36.5% | 減碼 |
| Gateway Investment Advisers LLC | 14,804 | $65.8 萬 | 0.01% | +6,587+80.2% | 加碼 |
| Truist Financial Corp | 15,318 | $68.1 萬 | 0.00% | +1,741+12.8% | 加碼 |
| Laurion Capital Management LP | 15,500 | $68.9 萬 | 0.06% | 00.0% | 不變 |
| Aviso Financial Inc. | 15,571 | $69.2 萬 | 0.02% | −566−3.5% | 減碼 |
| Third View Private Wealth, LLC | 15,677 | $69.7 萬 | 0.10% | +6,462+70.1% | 加碼 |
| Alps Advisors Inc | 15,690 | $69.7 萬 | 0.00% | −1,725−9.9% | 減碼 |
| EFG International AG | 15,705 | $69.8 萬 | 0.01% | +614+4.1% | 加碼 |
| Gabelli Funds LLC | 15,724 | $69.9 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 16,018 | $71.0 萬 | 0.01% | −1,495−8.5% | 減碼 |
| Geneos Wealth Management Inc. | 16,069 | $71.4 萬 | 0.02% | −13−0.1% | 減碼 |
| Midway Capital Research & Management | 16,104 | $71.6 萬 | 0.67% | +284+1.8% | 加碼 |
| Chemistry Wealth Management LLC | 16,253 | $72.2 萬 | 0.13% | −267−1.6% | 減碼 |
| Weiss Asset Management LP | 16,320 | $72.5 萬 | 0.01% | +16,320 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,774 | $74.6 萬 | 0.02% | +4,297+34.4% | 加碼 |
| Copeland Capital Management, LLC | 17,004 | $75.6 萬 | 0.02% | −597−3.4% | 減碼 |
| Foundations Investment Advisors, LLC | 17,037 | $75.7 萬 | 0.01% | −128−0.7% | 減碼 |
| Captrust Financial Advisors | 17,527 | $77.9 萬 | 0.00% | +6,677+61.5% | 加碼 |
| Demars Financial Group, LLC | 17,740 | $78.9 萬 | 0.26% | +17,740 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,900 | $79.6 萬 | 0.00% | +17,900 | 新進 |
| Advisor Group Holdings, Inc. | 17,930 | $79.6 萬 | 0.00% | −223−1.2% | 減碼 |
| CIBC Bancorp USA Inc. | 18,206 | $80.9 萬 | 0.00% | +18,206 | 新進 |
| Waterfront Wealth Inc. | 18,417 | $81.9 萬 | 0.15% | −61−0.3% | 減碼 |
| Maryland State Retirement & Pension System | 18,585 | $82.6 萬 | 0.02% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 18,704 | $83.1 萬 | 0.05% | −123−0.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 18,921 | $84.1 萬 | 0.01% | 00.0% | 不變 |
| Voya Investment Management LLC | 19,202 | $85.4 萬 | 0.00% | −1,303−6.4% | 減碼 |
| Baird Financial Group, Inc. | 19,798 | $88.0 萬 | 0.00% | +512+2.7% | 加碼 |
| Apollon Wealth Management, LLC | 19,898 | $88.4 萬 | 0.01% | +767+4.0% | 加碼 |
| Canal Capital Management, LLC | 19,957 | $88.7 萬 | 0.12% | −514−2.5% | 減碼 |
| Greenland Capital Management LP | 20,000 | $88.9 萬 | 0.18% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 20,069 | $88.9 萬 | 0.00% | −2,300−10.3% | 減碼 |
| Lincoln Capital LLC | 20,260 | $90.0 萬 | 0.17% | −2,547−11.2% | 減碼 |
| Commonwealth Equity Services, LLC | 20,404 | $90.7 萬 | 0.00% | −15,190−42.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 20,554 | $91.4 萬 | 0.00% | +3,151+18.1% | 加碼 |
| Atlantic Union Bankshares Corp | 20,592 | $91.5 萬 | 0.02% | −5,601−21.4% | 減碼 |
| Henshaw Capital LLC | 20,600 | $91.6 萬 | 0.03% | 00.0% | 不變 |
| California State Teachers Retirement System | 20,959 | $93.2 萬 | 0.00% | −2,841−11.9% | 減碼 |
| Blue Fin Capital, Inc. | 20,984 | $93.3 萬 | 0.15% | −83−0.4% | 減碼 |
| Natixis | 21,156 | $94.0 萬 | 0.00% | −983−4.4% | 減碼 |
| US Bancorp | 22,151 | $98.5 萬 | 0.00% | +1,541+7.5% | 加碼 |
| Qsemble Capital Management, LP | 22,280 | $99.0 萬 | 0.08% | +22,280 | 新進 |
| Pathstone Holdings, LLC | 22,372 | $99.4 萬 | 0.00% | −3,284−12.8% | 減碼 |
| Westerkirk Capital Inc. | 22,400 | $99.6 萬 | 0.11% | +1,900+9.3% | 加碼 |
| 2Xideas AG | 22,527 | $99.8 萬 | 0.39% | −48,840−68.4% | 減碼 |
| Amalgamated Bank | 22,595 | $100.4 萬 | 0.01% | −819−3.5% | 減碼 |
| Summit Trail Advisors, LLC | 22,672 | $100.6 萬 | 0.01% | +3,678+19.4% | 加碼 |
| Ancora Advisors, LLC | 23,173 | $103.0 萬 | 0.02% | −129−0.6% | 減碼 |
| PDT Partners, LLC | 23,600 | $104.9 萬 | 0.06% | +23,600 | 新進 |
| NBT Bank N A | 23,838 | $106.0 萬 | 0.07% | −1,339−5.3% | 減碼 |
| Bridges Investment Management Inc | 24,248 | $107.8 萬 | 0.01% | +6,960+40.3% | 加碼 |
| Maridea Wealth Management LLC | 24,351 | $108.2 萬 | 0.16% | +5,681+30.4% | 加碼 |
| Diversify Wealth Management, LLC | 23,910 | $110.1 萬 | 0.02% | +5,688+31.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 24,880 | $110.6 萬 | 0.00% | +4,841+24.2% | 加碼 |
| Virtu Financial LLC | 24,903 | $110.7 萬 | 0.05% | +24,903 | 新進 |
| Mercer Global Advisors Inc | 24,976 | $111.0 萬 | 0.00% | +13,591+119.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 25,093 | $111.5 萬 | 0.24% | +1,380+5.8% | 加碼 |
| Advisors Asset Management, Inc. | 25,221 | $112.1 萬 | 0.02% | +2,529+11.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 25,553 | $113.6 萬 | 0.01% | −24−0.1% | 減碼 |
| Timber Creek Capital Management LLC | 25,917 | $115.2 萬 | 0.28% | −73−0.3% | 減碼 |
| Spears Abacus Advisors LLC | 26,396 | $117.3 萬 | 0.02% | −9,195−25.8% | 減碼 |
| Cumberland Partners Ltd | 27,310 | $121.0 萬 | 0.09% | −71,205−72.3% | 減碼 |
| BCV Asset Management Inc. | 27,456 | $121.7 萬 | 0.04% | −26,813−49.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 27,538 | $122.4 萬 | 0.00% | +4,215+18.1% | 加碼 |
| Charles Schwab Investment Management Inc | 28,248 | $125.6 萬 | 0.00% | +648+2.3% | 加碼 |
| M&T Bank Corp | 28,417 | $126.3 萬 | 0.00% | −497−1.7% | 減碼 |
| Radnor Capital Management, LLC | 28,739 | $127.7 萬 | 0.19% | +500+1.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 29,193 | $129.8 萬 | 0.01% | −130,025−81.7% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 29,236 | $130.0 萬 | 0.22% | −4,443−13.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 30,148 | $134.0 萬 | 0.00% | +872+3.0% | 加碼 |
| Bridgewater Associates, LP | 30,379 | $135.0 萬 | 0.01% | +30,379 | 新進 |
| JustInvest LLC | 30,984 | $137.7 萬 | 0.01% | −3,295−9.6% | 減碼 |
| Adalta Capital Management LLC | 31,471 | $139.9 萬 | 0.67% | −10,707−25.4% | 減碼 |