Запись по ценной бумаге · архивный квартал
BAM
Brookfield Asset Management Ltd. · Financial Services · Asset Management
126Отслеживаемые держатели
+2Δ держателей
1.40BАкций в держании
$63.15BОтчётная стоимость
+9Новые позиции
−8Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.6% ·
поток акций -0.1% ·
новые чистые позиции +0.8%
— 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 | 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 | — | — |
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 |
| 2 | Royal Bank Of Canada | 21.26M | +7.9% | $953.50M | 0.2% | ▲ Add | 3 | SEC ↗ ×12 |
| 3 | Principal Financial Group Inc | 13.55M | +6.4% | $607.80M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Capital World Investors ✦ | 13.49M | +28.2% | $604.82M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 11.60M | +0.3% | $520.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mackenzie Financial Corp | 7.75M | -20.6% | $492.94M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 7 | Td Asset Management Inc | 10.84M | -19.2% | $485.94M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of Montreal /Can/ | 10.75M | +2.3% | $481.94M | 0.2% | ▲ Add | 3 | SEC ↗ ×12 |
| 9 | Capital International Investors | 7.66M | +0.5% | $343.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 6.88M | +19.4% | $308.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 11 | BlackRock ✦ (пассивный) | 6.17M | +11.8% | $276.65M | 0.0% | ▲ Add | 5 | SEC ↗ ×11 |
| 12 | CIBC Asset Management Inc | 5.70M | +7.9% | $256.72M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 5.33M | -41.8% | $239.08M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 14 | TD Waterhouse Canada Inc. | 5.00M | +6.3% | $227.42M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 15 | Norges Bank ✦ (пассивный) | 5.00M | Новый | $223.93M | 0.0% | New | 1 | SEC ↗ |
| 16 | Neuberger Berman Group LLC | 4.85M | +28.6% | $217.73M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Geode Capital Management ✦ (пассивный) | 4.60M | -5.8% | $215.13M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 18 | Manufacturers Life Insurance… | 4.69M | -11.9% | $209.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 19 | Massachusetts Financial Services Co… | 3.63M | -6.6% | $189.66M | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 20 | Goldman Sachs Group ✦ | 3.92M | +21.2% | $175.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 21 | State Street Global Advisors ✦ (пассивный) | 3.76M | -1.6% | $168.46M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 3.71M | +49.5% | $165.99M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Caisse De Depot Et Placement Du… | 3.68M | +431.7% | $164.98M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 24 | Cibc World Market Inc. | 3.57M | -3.2% | $160.03M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 3.02M | -12.5% | $135.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 26 | Bank Of Nova Scotia | 2.91M | -3.0% | $130.70M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 27 | FIL Ltd | 2.83M | -50.2% | $126.87M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Legal & General Group Plc | 2.33M | +4.9% | $104.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Markel Group ✦ | 2.19M | 0.0% | $98.40M | 0.7% | Held | 9 | SEC ↗ ×2 |
| 30 | Toronto Dominion Bank | 1.77M | +2.8% | $79.13M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 31 | Canada Pension Plan Investment Board | 1.64M | -24.4% | $73.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.60M | +3.1% | $70.41M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 33 | Jane Street Group, Llc | 1.56M | -16.8% | $70.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Millennium Management ✦ | 1.51M | +614.0% | $67.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | 1832 Asset Management L.P. | 1.27M | +57.1% | $56.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 1.21M | +46.8% | $53.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Northern Trust Corp | 1.10M | +4.5% | $49.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | Connor, Clark & Lunn Investment… | 1.09M | +3.2% | $48.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Nuveen, LLC | 1.09M | +4.5% | $48.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 40 | First Manhattan Co. Llc. | 1.07M | -3.4% | $47.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | Alyeska Investment Group, L.P. | 1.06M | Новый | $47.70M | 0.1% | New | 1 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 934.51K | -7.3% | $41.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 43 | Deutsche Bank Ag\ | 702.51K | -11.3% | $31.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 44 | Wells Fargo & Company/Mn | 687.24K | +6.4% | $30.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 45 | AQR Capital Management ✦ | 635.12K | +14.1% | $28.49M | 0.0% | ▲ Add | 6 | SEC ↗ ×7 |
| 46 | Invesco Ltd. | 628.25K | -60.9% | $28.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 47 | UBS Group AG | 594.03K | -9.2% | $26.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 48 | D. E. Shaw & Co. ✦ | 567.47K | -71.0% | $25.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Schroder Investment Management Group | 544.90K | +16.4% | $24.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Envestnet Asset Management Inc | 489.64K | +8.6% | $21.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Hrt Financial Lp | 476.12K | -42.7% | $21.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 431.01K | +274.2% | $19.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 53 | Balyasny Asset Management L.P. | 429.16K | Новый | $19.25M | 0.0% | New | 1 | SEC ↗ |
| 54 | New York State Common Retirement… | 418.50K | -7.5% | $18.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Franklin Resources Inc | 336.51K | +109.7% | $15.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 56 | Corient Private Wealth LP | 331.48K | -63.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Quantinno Capital Management LP | 321.56K | +14.2% | $14.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Rhumbline Advisers | 319.02K | +1.5% | $14.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Barclays Plc | 313.12K | -38.8% | $14.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 60 | Raymond James Financial Inc | 294.33K | +11.3% | $13.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 61 | Aviva Plc | 288.05K | -18.0% | $12.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Wellington Management ✦ | 233.09K | -6.3% | $10.45M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 63 | T. Rowe Price ✦ | 215.99K | -0.1% | $9.69M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 64 | State Board Of Administration Of… | 214.28K | +0.3% | $9.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Stifel Financial Corp | 205.29K | -2.0% | $9.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 66 | UBS AM, a distinct business unit of… | 198.72K | 0.0% | $8.91M | 0.0% | Held | 3 | SEC ↗ |
| 67 | Clearbridge Investments, LLC | 196.37K | +11.2% | $8.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Sei Investments Co | 194.96K | -0.3% | $8.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 69 | Creative Planning | 165.81K | +19.5% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Alliancebernstein L.P. | 150.91K | +0.4% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Korea Investment CORP | 141.94K | -51.8% | $6.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Citadel Advisors ✦ | 139.42K | -63.7% | $6.25M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | American Century Companies Inc | 133.63K | +79.1% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Pictet Asset Management Holding SA | 129.54K | -17.5% | $5.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Point72 Asset Management ✦ | 124.10K | Новый | $5.57M | 0.0% | New | 1 | SEC ↗ |
| 76 | Two Sigma Investments ✦ | 123.66K | +67.6% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Citigroup Inc | 121.67K | -28.1% | $5.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 78 | Cerity Partners LLC | 111.64K | -2.7% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 79 | First Trust Advisors Lp | 105.59K | +1522.7% | $4.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Healthcare Of Ontario Pension Plan… | 104.60K | -88.9% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | State Of Wisconsin Investment Board | 102.98K | -20.3% | $4.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bamco Inc /Ny/ | 102.51K | -74.2% | $4.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Zurcher Kantonalbank (Zurich… | 98.07K | -8.0% | $4.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Susquehanna International Group, Llp | 89.85K | -72.1% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Cetera Investment Advisers | 76.38K | +17.8% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Focus Partners Wealth | 74.74K | -1.7% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Ameriprise Financial Inc | 68.64K | -0.4% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 88 | Brown Advisory Inc | 70.67K | -5.2% | $3.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bridgewater Associates ✦ | 67.55K | +122.3% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 66.28K | +21.5% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 91 | Asset Management One Co., Ltd. | 61.92K | 0.0% | $2.78M | 0.0% | Held | 3 | SEC ↗ |
| 92 | Mariner, LLC | 61.91K | -27.4% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | LPL Financial LLC | 59.09K | +6.0% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Charles Schwab Investment… | 53.07K | +87.9% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | BNP Paribas Asset Management… | 51.22K | +55.1% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 96 | Bnp Paribas Financial Markets | 50.19K | +82.3% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Baird Financial Group, Inc. | 45.81K | +131.4% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 98 | Rockefeller Capital Management L.P. | 34.77K | +3.4% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 99 | Wealth Enhancement Advisory… | 29.27K | -2.9% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Northwestern Mutual Wealth… | 29.69K | +19.3% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $223.93M | 0.0% |
| Alyeska Investment Group, L.P. | $47.70M | 0.1% |
| Balyasny Asset Management L.P. | $19.25M | 0.0% |
| Point72 Asset Management | $5.57M | 0.0% |
Закрыто
| Renaissance Technologies | $49.04M | составлял 0.1% |
| Amundi | $31.31M | составлял 0.0% |
| HighTower Advisors, LLC | $4.18M | составлял 0.0% |
| Assenagon Asset Management… | $3.59M | составлял 0.0% |
| Squarepoint Ops LLC | $2.26M | составлял 0.0% |
| Simplex Trading, Llc | $642,880 | составлял 0.0% |
| Fisher Asset Management | $219,627 | составлял 0.0% |
| DZ BANK AG Deutsche Zentral… | $85,638 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 617 держатели, 1.48B акции, $65.39B 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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