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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 $67.0B in total; Markel Group is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Brookfield Asset Management Ltd. as of Mar 31, 2021. 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
600
No complete 13F data for Q4 2020
Shares held
979.3M
No complete 13F data for Q4 2020
Total value
$43.9B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 600 institutions
Q1 2021: 600 institutionsQ2 2021: 630 institutionsQ3 2021: 662 institutionsQ4 2021: 734 institutionsQ1 2022: 730 institutionsQ2 2022: 714 institutionsQ3 2022: 685 institutionsQ4 2022: 456 institutionsQ1 2023: 465 institutionsQ2 2023: 456 institutionsQ3 2023: 451 institutionsQ4 2023: 479 institutionsQ1 2024: 488 institutionsQ2 2024: 529 institutionsQ3 2024: 551 institutionsQ4 2024: 571 institutionsQ1 2025: 590 institutionsQ2 2025: 606 institutionsQ3 2025: 589 institutionsQ4 2025: 633 institutionsQ1 2026: 633 institutionsQ2 2026: 629 institutions
Value heldQ1 2021: $43.9B
Q1 2021: $43.9BQ2 2021: $50.4BQ3 2021: $54.2BQ4 2021: $60.9BQ1 2022: $56.7BQ2 2022: $44.7BQ3 2022: $41.6BQ4 2022: $7.09BQ1 2023: $8.43BQ2 2023: $8.60BQ3 2023: $8.78BQ4 2023: $10.8BQ1 2024: $11.6BQ2 2024: $11.3BQ3 2024: $14.0BQ4 2024: $16.1BQ1 2025: $72.1BQ2 2025: $82.7BQ3 2025: $85.2BQ4 2025: $78.1BQ1 2026: $65.9BQ2 2026: $67.0B
Institutions holding BAM and their total value by quarter
QuarterHoldersValue
Q2 2026629$67.0B
Q1 2026633$65.9B
Q4 2025633$78.1B
Q3 2025589$85.2B
Q2 2025606$82.7B
Q1 2025590$72.1B
Q4 2024571$16.1B
Q3 2024551$14.0B
Q2 2024529$11.3B
Q1 2024488$11.6B
Q4 2023479$10.8B
Q3 2023451$8.78B
Q2 2023456$8.60B
Q1 2023465$8.43B
Q4 2022456$7.09B
Q3 2022685$41.6B
Q2 2022714$44.7B
Q1 2022730$56.7B
Q4 2021734$60.9B
Q3 2021662$54.2B
Q2 2021630$50.4B
Q1 2021600$43.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BAM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%––
Exane Derivatives1$440.00%––
RBA Wealth Management, LLC15$6680.00%––
First Horizon Corp36$1.00K0.00%––
Reilly Financial Advisors, LLC28$1.00K0.00%––
Prestige Wealth Management Group LLC25$1.00K0.00%––
Capital Advisory Group Advisory Services, LLC13$1.00K0.00%––
NFJ Investment Group, LLC13$1.00K0.00%––
Creative Financial Designs Inc45$2.00K0.00%––
Manchester Financial Inc45$2.00K0.00%––
St. Johns Investment Management Company, LLC55$2.00K0.00%––
Jones Financial Companies LLLP76$3.00K0.00%––
Gemmer Asset Management LLC75$3.00K0.00%––
Parallel Advisors, LLC70$3.00K0.00%––
Berman Capital Advisors, LLC91$4.00K0.00%––
Phoenix Wealth Advisors100$4.00K0.00%––
Walleye Trading LLC110$5.00K0.00%––
McIlrath & Eck, LLC111$5.00K0.00%––
Ellis Investment Partners, LLC112$5.00K0.00%––
Meridian Wealth Partners, LLC108$5.00K0.00%––
Bellevue Asset Management, LLC116$5.00K0.00%––
RWM Asset Management, LLC102$5.00K0.00%––
Endurance Wealth Management, Inc.138$6.00K0.00%––
Rocky Mountain Advisers, LLC127$6.00K0.01%––
Global Retirement Partners, LLC138$6.00K0.00%––
Bourgeon Capital Management LLC150$7.00K0.00%––
North Star Investment Management Corp.150$7.00K0.00%––
Johnson Financial Group, Inc.150$7.00K0.00%––
Financial Management Professionals, Inc.165$7.00K0.00%––
Hantz Financial Services, Inc.185$8.00K0.00%––
Earnest Partners LLC177$8.00K0.00%––
DB Wealth Management Group, LLC184$8.00K0.01%––
Atlas Capital Advisors LLC186$8.28K0.00%––
Atlas Private Wealth Management225$10.0K0.01%––
Delta Asset Management LLC275$12.0K0.00%––
Massmutual Trust Co FSB277$12.0K0.00%––
Vestcor Inc283$13.0K0.00%––
Mascoma Wealth Management LLC300$13.0K0.01%––
TFC Financial Management303$13.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$13.3K0.02%––
Plante Moran Financial Advisors, LLC325$14.0K0.00%––
Evoke Wealth, LLC312$14.0K0.00%––
Glen Eagle Advisors, LLC317$14.1K0.00%––
MUFG Americas Holdings Corp329$15.0K0.00%––
Sugarloaf Wealth Management, LLC352$16.0K0.00%––
Holloway Wealth Management, LLC–$18.0K0.01%––
Smithfield Trust Co473$21.0K0.00%––
AdvisorNet Financial, Inc470$21.0K0.00%––
HHM Wealth Advisors, LLC475$21.0K0.01%––
Lindbrook Capital, LLC473$21.0K0.00%––
Fortis Advisors, LLC500$22.0K0.02%––
GoalVest Advisory LLC503$22.0K0.02%––
Wealthcare Advisory Partners LLC523$23.0K0.00%––
CWM, LLC486$25.0K0.00%––
Hudock, Inc.588$26.0K0.01%––
First Horizon Advisors, Inc.585$26.0K0.00%––
Carmichael Hill & Associates, Inc.580$26.0K0.02%––
Quadrant Capital Group LLC634$28.0K0.00%––
Zions Bancorporation, N.A.686$31.0K0.00%––
International Assets Investment Management, LLC794$33.0K0.00%––
Brewin Dolphin Wealth Management Ltd750$33.4K0.01%––
Cordasco Financial Network793$35.0K0.03%––
Toth Financial Advisory Corp800$36.0K0.01%––
Group One Trading, L.P.844$38.0K0.00%––
MCF Advisors LLC900$40.0K0.00%––
City Holding Co934$42.0K0.01%––
Pinnacle Bancorp, Inc.973$43.0K0.02%––
Lloyd Advisory Services, LLC.1,022$45.0K0.02%––
Edge Wealth Management LLC1,067$47.0K0.01%––
Sonora Investment Management, LLC1,113$50.0K0.00%––
Artemis Wealth Advisors, LLC1,125$50.0K0.01%––
Meeder Asset Management Inc1,184$53.0K0.00%––
First Command Bank1,185$53.0K0.01%––
First Command Financial Services, Inc.1,185$53.0K0.01%––
Column Capital Advisors, LLC1,373$61.0K0.01%––
JNBA Financial Advisors1,505$67.0K0.01%––
Rosenberg Matthew Hamilton1,513$67.0K0.04%––
Community Bank, N.A.1,525$68.0K0.01%––
WealthShield Partners, LLC1,621$72.0K0.01%––
First Mercantile Trust Co1,700$76.0K0.01%––
Fifth Third Bancorp1,745$78.0K0.00%––
Brown Brothers Harriman & Co1,825$81.0K0.00%––
TCI Wealth Advisors, Inc.1,831$81.0K0.04%––
Ameritas Investment Company, LLC1,857$82.6K0.01%––
Proequities, Inc.1,968$88.0K0.01%––
Harbor Investment Advisory, LLC2,008$89.0K0.01%––
Patriot Financial Group Insurance Agency, LLC2,028$90.0K0.02%––
Signaturefd, LLC2,090$93.0K0.00%––
Northwestern Mutual Wealth Management Co2,177$97.0K0.00%––
GPS Wealth Strategies Group, LLC2,316$103.0K0.03%––
Carroll Financial Associates, Inc.2,444$108.0K0.01%––
Tower Research Capital LLC (TRC)2,447$109.0K0.00%––
Global Wealth Management Investment Advisory, Inc.2,591$115.0K0.04%––
Freedman Financial Associates, Inc.2,656$118.0K0.10%––
Turim 21 Investimentos Ltda.2,850$127.0K0.08%––
BDO Wealth Advisors, LLC2,950$131.0K0.02%––
Clearstead Advisors, LLC3,056$136.0K0.01%––
Thompson Siegel & Walmsley LLC3,375$150.0K0.00%––
Graves-Light Private Wealth Management, Inc.3,415$152.0K0.03%––
GVO Asset Management Ltd3,489$155.0K0.16%––