Запись по ценной бумаге · архивный квартал
BAM
Brookfield Asset Management Ltd. · Financial Services · Asset Management
128Отслеживаемые держатели
+2Δ держателей
1.40BАкций в держании
$63.19BОтчётная стоимость
+9Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.6% ·
поток акций -0.1% ·
новые чистые позиции +2.3%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 128 | +2 | 1.40B | $63.19B | +9 | −6 |
| 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 | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BROOKFIELD Corp /ON/ | 1.19B | 0.0% | $53.51B | 69.5% | Held | 3 | SEC ↗ |
| 2 | BROOKFIELD Corp /ON/ | 1.19B | 0.0% | $53.51B | 69.5% | Held | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Principal Financial Group Inc | 13.55M | +6.4% | $607.80M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 16 | Principal Financial Group Inc | 13.55M | +6.4% | $607.80M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 17 | Principal Financial Group Inc | 13.55M | +6.4% | $607.80M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 18 | Principal Financial Group Inc | 13.55M | +6.4% | $607.80M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 19 | Mackenzie Financial Corp | 7.75M | -20.6% | $492.94M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 20 | Td Asset Management Inc | 10.84M | -19.2% | $485.94M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | CIBC Asset Management Inc | 5.70M | +7.9% | $256.72M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 5.33M | -41.8% | $239.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 5.33M | -41.8% | $239.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 5.33M | -41.8% | $239.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 5.33M | -41.8% | $239.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 5.33M | -41.8% | $239.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | Geode Capital Management ✦ (пассивный) | 4.60M | -5.8% | $215.13M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 52 | Geode Capital Management ✦ (пассивный) | 4.60M | -5.8% | $215.13M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 53 | Manufacturers Life Insurance… | 4.69M | -11.9% | $209.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 54 | Massachusetts Financial Services Co… | 3.63M | -6.6% | $189.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 55 | Massachusetts Financial Services Co… | 3.63M | -6.6% | $189.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | Massachusetts Financial Services Co… | 3.63M | -6.6% | $189.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Massachusetts Financial Services Co… | 3.63M | -6.6% | $189.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | Massachusetts Financial Services Co… | 3.63M | -6.6% | $189.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 59 | Massachusetts Financial Services Co… | 3.63M | -6.6% | $189.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 3.92M | +21.2% | $175.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 3.92M | +21.2% | $175.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 3.92M | +21.2% | $175.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 3.92M | +21.2% | $175.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 3.92M | +21.2% | $175.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | State Street Global Advisors ✦ (пассивный) | 3.76M | -1.6% | $168.46M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 3.71M | +49.5% | $165.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | National Bank Of Canada /Fi/ | 3.71M | +49.5% | $165.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | National Bank Of Canada /Fi/ | 3.71M | +49.5% | $165.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 3.71M | +49.5% | $165.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Caisse De Depot Et Placement Du… | 3.68M | +431.7% | $164.98M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 3.02M | -12.5% | $135.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 3.02M | -12.5% | $135.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Bank Of America Corp /De/ | 3.02M | -12.5% | $135.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Bank Of America Corp /De/ | 3.02M | -12.5% | $135.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bank Of America Corp /De/ | 3.02M | -12.5% | $135.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Bank Of America Corp /De/ | 3.02M | -12.5% | $135.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Bank Of America Corp /De/ | 3.02M | -12.5% | $135.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Bank Of Nova Scotia | 2.91M | -3.0% | $130.70M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 79 | FIL Ltd | 2.83M | -50.2% | $126.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 80 | FIL Ltd | 2.83M | -50.2% | $126.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 81 | FIL Ltd | 2.83M | -50.2% | $126.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 82 | Legal & General Group Plc | 2.33M | +4.9% | $104.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Legal & General Group Plc | 2.33M | +4.9% | $104.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Legal & General Group Plc | 2.33M | +4.9% | $104.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Markel Group ✦ | 2.19M | 0.0% | $98.40M | 0.7% | Held | 9 | SEC ↗ |
| 86 | Markel Group ✦ | 2.19M | 0.0% | $98.40M | 0.7% | Held | 9 | SEC ↗ |
| 87 | Toronto Dominion Bank | 1.77M | +2.8% | $79.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 88 | Toronto Dominion Bank | 1.77M | +2.8% | $79.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | Toronto Dominion Bank | 1.77M | +2.8% | $79.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 90 | Toronto Dominion Bank | 1.77M | +2.8% | $79.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 91 | Toronto Dominion Bank | 1.77M | +2.8% | $79.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Renaissance Technologies | $49.04M | составлял 0.1% |
| Fisher Asset Management | $219,627 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1 держатели, 16.39K акции, $625,934 отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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