BAM
Brookfield Asset Management Ltd. · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.3% ·
aandelenstroom +0.9% ·
netto nieuwe posities -11.1%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | +2 | 1.40B | $63.15B | +9 | −8 |
| Q1 2026 | 128 | -1 | 1.40B | $62.32B | +7 | −9 |
| Q4 2025 | 128 | +3 | 1.42B | $74.28B | +4 | — |
| Q3 2025 | 18 | -1 | 76.06M | $4.33B | +2 | −4 |
| Q2 2025 | 17 | -1 | 72.34M | $4.00B | +1 | −2 |
| Q1 2025 | 15 | +3 | 38.99M | $1.89B | +4 | −1 |
| Q4 2024 | 12 | +2 | 35.88M | $1.95B | +2 | — |
| Q3 2024 | 9 | -2 | 35.89M | $1.70B | — | −2 |
| Q2 2024 | 11 | — | 35.27M | $1.34B | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 17.75M | +1.6% | $1.01B | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | The Vanguard Group ✦ (passief) | 17.43M | +1.5% | $991.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Capital World Investors ✦ | 15.45M | -5.6% | $879.53M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 5.41M | +2.0% | $308.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 5 | Geode Capital Management ✦ (passief) | 4.29M | +14.4% | $248.02M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passief) | 3.63M | +3.0% | $206.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.56M | — | $202.99M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 8 | JPMorgan Chase ✦ | 3.21M | — | $182.88M | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 9 | Markel Group ✦ | 2.19M | 0.0% | $124.92M | 1.0% | Held | 6 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 1.59M | — | $90.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Millennium Management ✦ | 894.99K | Nieuw | $50.96M | 0.0% | New | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 289.99K | +0.9% | $16.51M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | T. Rowe Price ✦ | 179.73K | +12.9% | $10.23M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 121.25K | +181.4% | $6.90M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Marshall Wace ✦ | 22.21K | -58.5% | $1.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 15.79K | Nieuw | $898,969 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 8.80K | +133.7% | $501,185 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Fisher Asset Management ✦ | 3.62K | -32.5% | $206,179 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Millennium Management | $50.96M | 0.0% |
| Gotham Asset Management | $898,969 | 0.0% |
Verlaten
| Norges Bank | $294.73M | was 0.0% |
| D. E. Shaw & Co. | $16.98M | was 0.0% |
| Renaissance Technologies | $15.70M | was 0.0% |
| Bridgewater Associates | $4.54M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 617 houders, 1.48B aandelen, $65.39B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.