Brookfield Asset Management Ltd.
BAM- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001937926
No open-market purchases or sales by Brookfield Asset Management Ltd. insiders were filed in the last 90 days; 629 institutions reported holding it in 13F filings for Q2 2026, worth $67.1B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Brookfield Asset Management Ltd. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 629
- +3 vs. Q1 2026
- Shares held
- 1.49B
- +9.08M (+0.6%) vs. Q1 2026
- Total value
- $67.1B
- +$1.17B (+1.8%) vs. Q1 2026
- New holders
- 70
- 216 more added
- Sold out
- 67
- 216 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 629 | $67.1B |
| Q1 2026 | 633 | $65.9B |
| Q4 2025 | 633 | $78.1B |
| Q3 2025 | 589 | $85.3B |
| Q2 2025 | 606 | $83.9B |
| Q1 2025 | 591 | $72.1B |
| Q4 2024 | 571 | $17.4B |
| Q3 2024 | 551 | $14.0B |
| Q2 2024 | 529 | $11.4B |
| Q1 2024 | 488 | $11.8B |
| Q4 2023 | 479 | $10.9B |
| Q3 2023 | 451 | $8.83B |
| Q2 2023 | 456 | $8.67B |
| Q1 2023 | 465 | $8.80B |
| Q4 2022 | 456 | $7.09B |
| Q3 2022 | 685 | $41.6B |
| Q2 2022 | 714 | $44.7B |
| Q1 2022 | 730 | $56.7B |
| Q4 2021 | 734 | $60.9B |
| Q3 2021 | 662 | $54.2B |
| Q2 2021 | 630 | $6.65T |
| Q1 2021 | 600 | $43.9B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 1,193,021,145 | $53.5B | 69.50% | 00.0% | Unchanged |
| Partners Value Investments LP | 29,588,407 | $1.33B | 13.55% | 00.0% | Unchanged |
| Royal Bank of Canada | 21,259,887 | $953.5M | 0.16% | +1,550,230+7.9% | Added |
| Principal Financial Group Inc | 13,551,754 | $607.8M | 0.30% | +816,207+6.4% | Added |
| Capital World Investors | 13,485,369 | $604.8M | 0.07% | +2,969,241+28.2% | Added |
| Vanguard Capital Management LLC | 11,604,929 | $520.6M | 0.01% | +38,169+0.3% | Added |
| Mackenzie Financial Corp | 7,748,249 | $492.9M | 0.49% | −2,016,939−20.7% | Reduced |
| TD Asset Management Inc | 10,836,730 | $485.9M | 0.42% | −2,567,913−19.2% | Reduced |
| Bank of Montreal | 10,754,386 | $481.9M | 0.18% | +241,375+2.3% | Added |
| Capital International Investors | 7,664,210 | $343.7M | 0.07% | +41,526+0.5% | Added |
| Morgan Stanley | 6,876,269 | $308.4M | 0.02% | +1,114,907+19.4% | Added |
| BlackRock, Inc. | 6,168,410 | $276.7M | 0.00% | +651,765+11.8% | Added |
| CIBC Asset Management Inc | 5,701,677 | $256.7M | 0.56% | +418,467+7.9% | Added |
| FMR LLC | 5,329,761 | $239.1M | 0.01% | −3,819,423−41.7% | Reduced |
| TD Waterhouse Canada Inc. | 5,003,128 | $227.4M | 0.60% | +294,966+6.3% | Added |
| Norges Bank | 4,996,073 | $223.9M | 0.02% | +4,996,073 | New |
| Neuberger Berman Group LLC | 4,854,713 | $217.7M | 0.15% | +1,080,300+28.6% | Added |
| Geode Capital Management, LLC | 4,601,246 | $215.1M | 0.01% | −286,007−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 4,686,883 | $209.9M | 0.16% | −632,623−11.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,579,477 | $205.4M | 1.51% | −609,636−11.7% | Reduced |
| Massachusetts Financial Services Co | 3,629,105 | $189.7M | 0.06% | −256,944−6.6% | Reduced |
| Goldman Sachs Group Inc | 3,918,684 | $175.8M | 0.02% | +684,885+21.2% | Added |
| State Street Corp | 3,755,973 | $168.5M | 0.00% | −61,425−1.6% | Reduced |
| National Bank of Canada | 3,708,355 | $166.0M | 0.15% | +1,228,096+49.5% | Added |
| Caisse de Depot Et Placement du Quebec | 3,679,099 | $165.0M | 0.24% | +2,987,099+431.7% | Added |
| CIBC World Markets Inc. | 3,568,168 | $160.0M | 0.27% | −118,415−3.2% | Reduced |
| Vanguard Fiduciary Trust Co | 3,445,377 | $154.6M | 0.03% | +18,905+0.6% | Added |
| Davenport & Co LLC | 3,357,238 | $149.7M | 0.76% | −50,376−1.5% | Reduced |
| Cooke & Bieler LP | 3,064,050 | $137.4M | 1.59% | −21,378−0.7% | Reduced |
| Bank of America Corp | 3,016,329 | $135.3M | 0.01% | −432,022−12.5% | Reduced |
| Bank of Nova Scotia | 2,911,831 | $130.7M | 0.20% | −89,931−3.0% | Reduced |
| Vanguard Global Advisers, LLC | 2,904,268 | $130.3M | 0.06% | +220,060+8.2% | Added |
| FIL Ltd | 2,828,174 | $126.9M | 0.09% | −2,846,986−50.2% | Reduced |
| Legal & General Group Plc | 2,329,537 | $104.5M | 0.02% | +108,398+4.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $98.4M | 0.75% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,095,371 | $94.0M | 1.62% | −13,872−0.7% | Reduced |
| Scotia Capital Inc. | 2,053,526 | $92.0M | 0.34% | +123,129+6.4% | Added |
| Toronto Dominion Bank | 1,765,437 | $79.1M | 0.13% | +48,349+2.8% | Added |
| Polar Asset Management Partners Inc. | 1,650,165 | $74.0M | 1.35% | +1,650,165 | New |
| Canada Pension Plan Investment Board | 1,641,737 | $73.6M | 0.04% | −530,155−24.4% | Reduced |
| Intact Investment Management Inc. | 1,609,078 | $72.2M | 2.05% | −52,090−3.1% | Reduced |
| Madison Asset Management, LLC | 1,570,419 | $70.4M | 0.84% | −104,681−6.2% | Reduced |
| JPMorgan Chase & Co | 1,599,818 | $70.4M | 0.00% | +47,754+3.1% | Added |
| Jane Street Group, LLC | 1,563,571 | $70.1M | 0.04% | −315,210−16.8% | Reduced |
| Millennium Management LLC | 1,509,083 | $67.7M | 0.05% | +1,297,725+614.0% | Added |
| 1832 Asset Management L.P. | 1,269,340 | $56.9M | 0.07% | +461,418+57.1% | Added |
| Natixis Advisors, L.P. | 1,209,892 | $54.3M | 0.06% | +370,551+44.1% | Added |
| Jones Financial Companies LLLP | 1,208,246 | $53.9M | 0.02% | +385,178+46.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,178,219 | $52.7M | 0.16% | +252,875+27.3% | Added |
| Quadrature Capital Ltd | 1,173,362 | $52.6M | 0.45% | +606,762+107.1% | Added |
| Northern Trust Corp | 1,101,554 | $49.4M | 0.01% | +47,779+4.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,091,775 | $49.0M | 0.09% | +33,702+3.2% | Added |
| Nuveen, LLC | 1,089,912 | $48.9M | 0.01% | +47,401+4.5% | Added |
| First Manhattan Co | 1,069,167 | $47.9M | 0.12% | −37,878−3.4% | Reduced |
| Alyeska Investment Group, L.P. | 1,063,448 | $47.7M | 0.12% | +1,063,448 | New |
| Sather Financial Group Inc | 944,347 | $42.4M | 2.43% | +372,638+65.2% | Added |
| Bank of New York Mellon Corp | 934,507 | $41.9M | 0.01% | −73,138−7.3% | Reduced |
| Fenimore Asset Management Inc | 908,085 | $40.7M | 0.84% | −9,814−1.1% | Reduced |
| Vanguard Asset Management, Ltd | 839,902 | $37.7M | 0.03% | +65,565+8.5% | Added |
| Amundi | 778,923 | $35.0M | 0.01% | +74,628+10.6% | Added |
| British Columbia Investment Management Corp | 768,961 | $34.5M | 0.22% | −154,739−16.8% | Reduced |
| Deutsche Bank AG | 702,508 | $31.5M | 0.01% | −89,358−11.3% | Reduced |
| Wells Fargo & Company | 687,238 | $30.8M | 0.01% | +41,421+6.4% | Added |
| Omers Administration Corp | 675,600 | $30.3M | 0.18% | +675,600 | New |
| Vanguard Portfolio Management LLC | 672,964 | $30.2M | 0.00% | +210,579+45.5% | Added |
| AQR Capital Management LLC | 635,125 | $28.5M | 0.01% | +78,553+14.1% | Added |
| Invesco Ltd. | 628,251 | $28.2M | 0.00% | −977,608−60.9% | Reduced |
| Broad Run Investment Management, LLC | 602,709 | $27.0M | 4.16% | −928−0.2% | Reduced |
| UBS Group AG | 594,032 | $26.6M | 0.00% | −60,462−9.2% | Reduced |
| D. E. Shaw & Co., Inc. | 567,472 | $25.4M | 0.02% | −1,391,080−71.0% | Reduced |
| Schroder Investment Management Group | 544,903 | $24.4M | 0.02% | +76,715+16.4% | Added |
| GFI Investment Counsel Ltd. | 541,297 | $24.2M | 3.29% | −13,456−2.4% | Reduced |
| MUFG Securities (Canada), Ltd. | 532,989 | $23.9M | 0.64% | −25,816−4.6% | Reduced |
| Nicola Wealth Management Ltd. | 515,658 | $23.1M | 2.66% | +81,900+18.9% | Added |
| Guardian Capital LP | 512,297 | $23.0M | 0.56% | +153,651+42.8% | Added |
| Envestnet Asset Management Inc | 489,638 | $22.0M | 0.01% | +38,582+8.6% | Added |
| HRT Financial LP | 476,116 | $21.4M | 0.04% | −354,339−42.7% | Reduced |
| Great West Life Assurance Co | 441,388 | $19.7M | 0.03% | +59,868+15.7% | Added |
| DDD Partners, LLC | 435,175 | $19.5M | 1.22% | +435,175 | New |
| Russell Investments Group, Ltd. | 431,006 | $19.3M | 0.02% | +315,831+274.2% | Added |
| Balyasny Asset Management LLC | 429,159 | $19.2M | 0.04% | +429,159 | New |
| Portland Investment Counsel Inc. | 422,387 | $18.9M | 5.28% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 418,500 | $18.8M | 0.02% | −33,800−7.5% | Reduced |
| Public Sector Pension Investment Board | 417,834 | $18.7M | 0.05% | +356,437+580.5% | Added |
| Ci Investments Inc. | 410,315 | $18.4M | 0.06% | +450.0% | Added |
| Montrusco Bolton Investments Inc. | 394,654 | $17.7M | 0.27% | +49,273+14.3% | Added |
| Fiera Capital Corp | 380,446 | $17.1M | 0.06% | +9,002+2.4% | Added |
| Picton Mahoney Asset Management | 373,792 | $16.7M | 0.15% | +373,792 | New |
| Addenda Capital Inc. | 259,947 | $16.5M | 0.45% | +8,820+3.5% | Added |
| Fideuram Asset Management (Ireland) dac | 252,291 | $16.5M | 0.31% | +252,291 | New |
| Franklin Resources Inc | 336,511 | $15.1M | 0.00% | +176,038+109.7% | Added |
| CI Private Wealth, LLC | 331,366 | $14.9M | 0.02% | −569,939−63.2% | Reduced |
| Guardian Partners Inc. | 329,729 | $14.8M | 1.34% | −11,881−3.5% | Reduced |
| Quantinno Capital Management LP | 321,557 | $14.4M | 0.02% | +40,024+14.2% | Added |
| Rheos Capital Works Inc. | 320,000 | $14.4M | 0.82% | +320,000 | New |
| Rhumbline Advisers | 319,025 | $14.3M | 0.01% | +4,827+1.5% | Added |
| Barclays PLC | 313,116 | $14.0M | 0.00% | −198,293−38.8% | Reduced |
| Capital International Inc | 296,720 | $13.3M | 0.09% | +600+0.2% | Added |
| Raymond James Financial Inc | 294,328 | $13.2M | 0.00% | +29,865+11.3% | Added |
| SG Americas Securities, LLC | 291,930 | $13.1M | 0.01% | −37,434−11.4% | Reduced |