Brookfield Asset Management Ltd.

BAM

交易所: NYSE
產業: Investment Advice
SEC CIK: 0001937926

SEC 申報列表（在新分頁開啟）

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 2 季與 2026 年第 1 季比較

持有 Brookfield Asset Management Ltd. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

BAM 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	633	7	629	+3
股數	14.8 億	13.3 萬	14.9 億	+908.6 萬 (+0.6%)
市值	$658.9 億	$588.6 萬	$670.5 億	+$11.7 億 (+1.8%)

7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（70 家）

2026 年第 2 季季末持有 Brookfield Asset Management Ltd.、2026 年第 1 季季末沒有持有的機構。

2026 年第 2 季新進 BAM 的機構
機構	股數	市值	佔組合 %
Norges Bank	4,996,073	$2.24 億	0.02%
Polar Asset Management Partners Inc.	1,650,165	$7,400 萬	1.35%
Alyeska Investment Group, L.P.	1,063,448	$4,770 萬	0.12%
Omers Administration Corp	675,600	$3,030 萬	0.18%
DDD Partners, LLC	435,175	$1,952 萬	1.22%
Balyasny Asset Management LLC	429,159	$1,925 萬	0.04%
Picton Mahoney Asset Management	373,792	$1,675 萬	0.15%
Fideuram Asset Management (Ireland) dac	252,291	$1,647 萬	0.32%
Rheos Capital Works Inc.	320,000	$1,435 萬	0.82%
Sumitomo Mitsui DS Asset Management Company, Ltd	233,029	$1,045 萬	0.07%
Vaughan Nelson Investment Management, L.P.	217,310	$974.6 萬	0.09%
ARS Investment Partners, LLC	211,158	$947.0 萬	0.41%
Voloridge Investment Management, LLC	200,133	$897.6 萬	0.04%
Point72 Asset Management, L.P.	124,098	$557.1 萬	0.01%
Landmark Investment Partners, L.P.	73,864	$401.6 萬	3.72%
Cardinal Capital Management, Inc.	84,812	$379.7 萬	0.09%
Capricorn Fund Managers Ltd	82,400	$369.6 萬	0.30%
Providence Capital Advisors, LLC	74,510	$334.2 萬	0.51%
Susquehanna Advisors Group, Inc.	72,337	$324.4 萬	0.09%
Brookstone Capital Management	68,260	$306.1 萬	0.03%
Jupiter Topco LLC	67,898	$304.8 萬	0.00%
Nykredit A/S	59,963	$268.9 萬	0.01%
Diversify Advisory Services, LLC	23,869	$113.5 萬	0.02%
Kentucky Retirement Systems	24,139	$108.3 萬	0.03%
Qube Research & Technologies Ltd	22,592	$101.2 萬	0.00%
Sumitomo Life Insurance Co	20,921	$93.8 萬	0.02%
Marshall Wace, LLP	19,589	$87.9 萬	0.00%
Murchinson Ltd.	18,924	$84.9 萬	0.41%
Lido Advisors, LLC	17,248	$77.4 萬	0.00%
New York State Teachers Retirement System	16,198	$72.6 萬	0.00%
Jain Global LLC	15,000	$67.3 萬	0.01%
Twin Tree Management, LP	13,021	$58.4 萬	0.09%
Ethic Inc.	12,784	$57.3 萬	0.01%
BTG Pactual Asset Management US LLC	11,373	$51.0 萬	0.04%
Formidable Asset Management, LLC	9,198	$40.9 萬	0.07%
Arkadios Wealth Advisors	7,481	$33.6 萬	0.01%
Evergreen Capital Management LLC	7,209	$32.3 萬	0.01%
Capital Advisors Inc	7,167	$32.1 萬	0.00%
Thrive Wealth Management, LLC	6,000	$26.9 萬	0.03%
J. Safra Sarasin Holding AG	5,487	$24.6 萬	0.00%
Fox Run Management, L.L.C.	5,247	$23.5 萬	0.04%
Intellectus Partners, LLC	5,200	$23.3 萬	0.04%
Verdence Capital Advisors LLC	5,117	$22.9 萬	0.01%
Magnetar Financial LLC	5,081	$22.8 萬	0.00%
Wealthspire Advisors, LLC	4,919	$22.1 萬	0.00%
Greenup Street Wealth Management LLC	4,897	$22.0 萬	0.03%
Allspring Global Investments Holdings, LLC	4,620	$21.0 萬	0.00%
Global Retirement Partners, LLC	1,782	$7.99 萬	0.00%
Allied Private Wealth LLC	883	$4.02 萬	0.03%
Compass Financial Management LLC	600	$3.12 萬	0.00%
Trust Co of Vermont	562	$2.52 萬	0.00%
Continuum Advisory, LLC	405	$1.82 萬	0.00%
GW&K Investment Management, LLC	336	$1.50 萬	0.00%
Mather Group, LLC.	278	$1.25 萬	0.00%
Commonwealth Retirement Investments LLC	274	$1.23 萬	0.00%
Exchange Traded Concepts, LLC	261	$1.17 萬	0.00%
Avion Wealth	250	$1.10 萬	0.00%
NVWM, LLC	168	$7,528	0.00%
Burkett Financial Services, LLC	166	$7,445	0.00%
ZRC Wealth Management, LLC	101	$4,530	0.00%
Buck Wealth Strategies, LLC	87	$3,902	0.00%
Optiver Holding B.V.	80	$3,588	0.00%
West Paces Advisors Inc.	65	$2,915	0.00%
Roxbury Financial LLC	51	$2,287	0.00%
N.E.W. Advisory Services LLC	39	$1,749	0.00%
Action Point Financial Planning, LLC	38	$1,615	0.00%
Activest Wealth Management	26	$1,166	0.00%
Winthrop Capital Management, LLC	25	$1,000	0.00%
Marshall Investment Management, LLC	4	$179	0.00%
McGuire Capital Advisors Inc	1	$45	0.00%

清倉機構（67 家）

2026 年第 1 季季末持有 Brookfield Asset Management Ltd.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 BAM 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Renaissance Technologies LLC	1,103,325	$4,904 萬
APG Asset Management N.V.	229,334	$882.1 萬
Canoe Financial LP	162,000	$720.0 萬
Motley Fool Wealth Management, LLC	98,935	$439.8 萬
XTX Topco Ltd	96,000	$426.7 萬
Assenagon Asset Management S.A.	81,075	$359.3 萬
Entropy Technologies, LP	80,257	$356.7 萬
Timelo Investment Management Inc.	65,000	$288.9 萬
NewGen Asset Management Ltd	54,000	$240.0 萬
Sciencast Management LP	51,850	$230.5 萬
Squarepoint Ops LLC	50,897	$226.2 萬
Strategic Advisors LLC	43,072	$191.5 萬
Rezny Wealth Management, Inc.	40,913	$181.9 萬
SIG North Trading, ULC	34,775	$154.6 萬
PDT Partners, LLC	23,600	$104.9 萬
Qsemble Capital Management, LP	22,280	$99.0 萬
Landscape Capital Management, L.L.C.	18,704	$83.1 萬
Weiss Asset Management LP	16,320	$72.5 萬
Capital Fund Management S.A.	14,802	$65.8 萬
Simplex Trading, LLC	14,463	$64.3 萬
Worldquant Millennium Advisors LLC	10,606	$47.1 萬
Twinbeech Capital LP	10,264	$45.6 萬
Alpine Global Management, LLC	10,053	$44.7 萬
Aigen Investment Management, LP	6,983	$43.2 萬
SummitTX Capital, L.P.	9,546	$42.4 萬
Metis Global Partners, LLC	9,487	$42.0 萬
Hunting Hill Global Capital, LLC	8,999	$40.0 萬
Bridgefront Capital, LLC	8,212	$36.5 萬
Odyssean, LLC	7,662	$34.1 萬
J.Safra Asset Management Corp	7,252	$32.2 萬
ASR Vermogensbeheer N.V.	7,212	$32.0 萬
Storgate, LLC	7,030	$31.2 萬
Snowden Capital Advisors LLC	6,797	$30.1 萬
Summerhill Capital Management lnc.	6,652	$29.5 萬
Lester Murray Antman dba SimplyRich	6,254	$27.7 萬
Yorktown Management & Research Co Inc	5,637	$25.1 萬
Athena Wealth Management, LLC	5,251	$23.3 萬
Evercore Wealth Management, LLC	5,136	$22.8 萬
Fisher Asset Management, LLC	4,941	$22.0 萬
Jefferies Financial Group Inc.	4,576	$20.3 萬
Tiaa-Cref Individual & Institutional Services, LLC	3,446	$15.3 萬
Solstein Capital, LLC	2,066	$9.18 萬
TIAA Wealth Investment Management LLC	2,036	$9.05 萬
GoalVest Advisory LLC	1,990	$8.85 萬
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	1,926	$8.56 萬
DAGCO, Inc.	1,765	$7.85 萬
Hanson & Doremus Investment Management	1,548	$6.90 萬
Addison Advisors LLC	1,524	$6.77 萬
Root Financial Partners, LLC	1,283	$5.70 萬
Eurizon Capital SGR S.p.A.	731	$3.25 萬
Cullen/Frost Bankers, Inc.	575	$2.56 萬
Union Bancaire Privee, UBP SA	776	$2.54 萬
Innovative Asset Advisors Group, LLC	500	$2.22 萬
Itau Unibanco Holding S.A.	338	$1.50 萬
Legacy Wealth Managment, LLC	190	$8,446
Sound Income Strategies, LLC	177	$7,802
Boreal Capital Management LLC	175	$7,779
Twin Peaks Wealth Advisors, LLC	89	$3,956
Richardson Capital Management LLC	60	$2,667
Scarborough Advisors, LLC	58	$2,578
Magnolia Wealth Management, LLC	55	$2,445
Curio Wealth, LLC	26	$1,156
Hamrick Investment Counsel, llc	26	$1,156
Intentional Wealth Strategies, LLC	24	$1,067
Tompkins Financial Corp	23	$1,022
Kilter Group LLC	22	$978
Highline Wealth Partners LLC	12	$533

尚未申報 2026 年第 2 季的機構（7 家）

2026 年第 1 季季末持有 Brookfield Asset Management Ltd.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 BAM、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Janus Henderson Group PLC	69,793	$309.6 萬
CWM, LLC	33,887	$150.6 萬
Jackson Hole Capital Partners, LLC	14,117	$62.8 萬
Moseley Investment Management Inc	5,058	$22.5 萬
Laurus Investment Counsel Inc.	4,827	$21.5 萬
Skopos Labs, Inc.	4,786	$21.3 萬
Sunbelt Securities, Inc.	75	$3,334