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 |
|---|---|---|---|---|---|
| Storgate, LLC | 7,030 | $31.2 萬 | 0.25% | +113+1.6% | 加碼 |
| PFG Investments, LLC | 6,895 | $30.7 萬 | 0.01% | +6,895 | 新進 |
| Stamos Capital Partners, L.P. | 6,851 | $30.5 萬 | 0.05% | +6,851 | 新進 |
| Snowden Capital Advisors LLC | 6,797 | $30.1 萬 | 0.01% | +436+6.9% | 加碼 |
| Heritage Wealth Advisors | 6,648 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Summerhill Capital Management lnc. | 6,652 | $29.5 萬 | 0.26% | +6,652 | 新進 |
| Sterling Capital Management LLC | 6,594 | $29.3 萬 | 0.01% | −2,235−25.3% | 減碼 |
| Principal Street Partners, LLC | 6,544 | $29.1 萬 | 0.05% | +153+2.4% | 加碼 |
| First Trust Advisors LP | 6,507 | $28.9 萬 | 0.00% | −116,166−94.7% | 減碼 |
| Proficio Capital Partners LLC | 6,483 | $28.8 萬 | 0.02% | +44+0.7% | 加碼 |
| Brighton Jones LLC | 6,398 | $28.4 萬 | 0.01% | +6,398 | 新進 |
| Western Wealth Management, LLC | 6,309 | $28.0 萬 | 0.01% | +6,309 | 新進 |
| Lester Murray Antman dba SimplyRich | 6,254 | $27.7 萬 | 0.07% | −4−0.1% | 減碼 |
| Moors & Cabot, Inc. | 6,191 | $27.5 萬 | 0.01% | +540+9.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,132 | $27.3 萬 | 0.00% | +1,430+30.4% | 加碼 |
| Callan Family Office, LLC | 6,033 | $26.8 萬 | 0.01% | +6,033 | 新進 |
| Berkshire Asset Management LLC | 5,926 | $26.3 萬 | 0.01% | +50+0.9% | 加碼 |
| Kestra Advisory Services, LLC | 5,895 | $26.2 萬 | 0.00% | −406−6.4% | 減碼 |
| NBC Securities, Inc. | 5,860 | $26.0 萬 | 0.02% | +75+1.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,730 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 5,739 | $25.5 萬 | 0.00% | +344+6.4% | 加碼 |
| Empowered Funds, LLC | 5,739 | $25.5 萬 | 0.00% | +5,739 | 新進 |
| RMB Capital Management, LLC | 5,727 | $25.5 萬 | 0.00% | −1,282−18.3% | 減碼 |
| Whetstone Capital Advisors, LLC | 5,721 | $25.4 萬 | 0.10% | +5,721 | 新進 |
| Morse Asset Management, Inc | 5,677 | $25.2 萬 | 0.05% | 00.0% | 不變 |
| GoodHaven Capital Management, LLC | 5,673 | $25.2 萬 | 0.09% | 00.0% | 不變 |
| Northwest Financial Advisors | 5,657 | $25.1 萬 | 0.49% | −237−4.0% | 減碼 |
| Searle & Co. | 5,662 | $25.1 萬 | 0.06% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 5,637 | $25.1 萬 | 0.21% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5,577 | $24.8 萬 | 0.01% | +333+6.4% | 加碼 |
| Walleye Capital LLC | 5,455 | $24.2 萬 | 0.00% | +5,437+30,205.6% | 加碼 |
| Clifford Swan Investment Counsel LLC | 5,430 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 5,389 | $23.9 萬 | 0.00% | +946+21.3% | 加碼 |
| Frec Markets, Inc. | 5,367 | $23.9 萬 | 0.04% | +5,367 | 新進 |
| SeaBridge Investment Advisors LLC | 5,289 | $23.5 萬 | 0.04% | +23+0.4% | 加碼 |
| Umb Bank N A | 5,275 | $23.4 萬 | 0.00% | −7,337−58.2% | 減碼 |
| Signaturefd, LLC | 5,252 | $23.3 萬 | 0.00% | −2,913−35.7% | 減碼 |
| Athena Wealth Management, LLC | 5,251 | $23.3 萬 | 0.19% | +776+17.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,236 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| Baker Boyer National Bank | 5,200 | $23.1 萬 | 0.07% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 5,153 | $22.9 萬 | 0.04% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 5,136 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Parsons Capital Management Inc | 5,130 | $22.8 萬 | 0.01% | +8+0.2% | 加碼 |
| Crescent Grove Advisors, LLC | 5,100 | $22.7 萬 | 0.02% | +300+6.3% | 加碼 |
| Moseley Investment Management Inc | 5,058 | $22.5 萬 | 0.07% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 5,037 | $22.4 萬 | 0.00% | −110−2.1% | 減碼 |
| Venturi Wealth Management, LLC | 5,024 | $22.3 萬 | 0.01% | +760+17.8% | 加碼 |
| Heritage Investors Management Corp | 4,948 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 4,941 | $22.0 萬 | 0.00% | −282−5.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 4,906 | $21.8 萬 | 0.00% | +240+5.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,867 | $21.6 萬 | 0.06% | +51+1.1% | 加碼 |
| Laurus Investment Counsel Inc. | 4,827 | $21.5 萬 | 0.21% | 00.0% | 不變 |
| Commerce Bank | 4,814 | $21.4 萬 | 0.00% | +4,814 | 新進 |
| Skopos Labs, Inc. | 4,786 | $21.3 萬 | 0.01% | −1,759−26.9% | 減碼 |
| Huntington National Bank | 4,761 | $21.2 萬 | 0.00% | +2,315+94.6% | 加碼 |
| Jefferies Financial Group Inc. | 4,576 | $20.3 萬 | 0.00% | −432,402−99.0% | 減碼 |
| We Are One Seven, LLC | 4,529 | $20.1 萬 | 0.00% | +34+0.8% | 加碼 |
| Compass Ion Advisors, LLC | 4,529 | $20.1 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 4,360 | $19.4 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 3,824 | $16.9 萬 | 0.00% | +516+15.6% | 加碼 |
| Parallel Advisors, LLC | 3,650 | $16.2 萬 | 0.00% | +1,321+56.7% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,446 | $15.3 萬 | 0.00% | +3,446 | 新進 |
| IFG Advisory, LLC | 3,415 | $15.2 萬 | 0.44% | +3,415 | 新進 |
| Pacer Advisors, Inc. | 3,023 | $13.4 萬 | 0.00% | +84+2.9% | 加碼 |
| Centiva Capital, LP | 2,888 | $12.8 萬 | 0.01% | +2,888 | 新進 |
| Quent Capital, LLC | 2,768 | $12.3 萬 | 0.01% | +1,692+157.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,606 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,550 | $11.3 萬 | 0.00% | +1,521+147.8% | 加碼 |
| Farmers & Merchants Investments Inc | 2,519 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 2,389 | $10.6 萬 | 0.01% | +2,345+5,329.5% | 加碼 |
| AdvisorNet Financial, Inc | 2,325 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| Essential Partners LLC | 2,307 | $10.3 萬 | 0.03% | +2,245+3,621.0% | 加碼 |
| SBI Securities Co., Ltd. | 2,296 | $10.2 萬 | 0.00% | −186−7.5% | 減碼 |
| Smartleaf Asset Management LLC | 2,199 | $9.49 萬 | 0.00% | −348−13.7% | 減碼 |
| SRS Capital Advisors, Inc. | 2,114 | $9.39 萬 | 0.00% | −277−11.6% | 減碼 |
| Birchwood Financial Partners, Inc. | 2,102 | $9.34 萬 | 0.09% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 2,097 | $9.32 萬 | 0.01% | −4−0.2% | 減碼 |
| Solstein Capital, LLC | 2,066 | $9.18 萬 | 0.04% | +2,066 | 新進 |
| TIAA Wealth Investment Management LLC | 2,036 | $9.05 萬 | 0.00% | +2,036 | 新進 |
| GAMMA Investing LLC | 1,999 | $8.89 萬 | 0.00% | +313+18.6% | 加碼 |
| GoalVest Advisory LLC | 1,990 | $8.85 萬 | 0.02% | −190−8.7% | 減碼 |
| Wolverine Asset Management LLC | 1,973 | $8.77 萬 | 0.00% | 00.0% | 不變 |
| Wellington-Altus USA Inc. | 1,685 | $8.72 萬 | 0.05% | +1,280+316.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,926 | $8.56 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,788 | $7.95 萬 | 0.00% | −5,755−76.3% | 減碼 |
| Covestor Ltd | 1,770 | $7.90 萬 | 0.05% | −1,273−41.8% | 減碼 |
| DAGCO, Inc. | 1,765 | $7.85 萬 | 0.02% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,709 | $7.60 萬 | 0.00% | +793+86.6% | 加碼 |
| Anchor Investment Management, LLC | 1,647 | $7.32 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,599 | $7.11 萬 | 0.00% | +530+49.6% | 加碼 |
| Cromwell Holdings LLC | 1,591 | $7.07 萬 | 0.04% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 1,579 | $7.00 萬 | 0.00% | +1,579 | 新進 |
| Hanson & Doremus Investment Management | 1,548 | $6.90 萬 | 0.01% | +250+19.3% | 加碼 |
| Versant Capital Management, Inc | 1,551 | $6.88 萬 | 0.01% | −1,150−42.6% | 減碼 |
| Financial Perspectives, Inc | 1,544 | $6.86 萬 | 0.02% | +1+0.1% | 加碼 |
| Parkside Financial Bank & Trust | 1,529 | $6.80 萬 | 0.01% | +173+12.8% | 加碼 |
| Addison Advisors LLC | 1,524 | $6.77 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 1,448 | $6.44 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 1,422 | $6.30 萬 | 0.01% | 00.0% | 不變 |
| Louisbourg Investments Inc. | 1,402 | $6.22 萬 | 0.01% | 00.0% | 不變 |