Skip to main content

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
Pin Oak Investment Advisors Inc3,549$158.0K0.13%––
Glassman Wealth Services3,542$158.0K0.03%––
American Portfolios Advisors3,714$165.3K0.01%––
Allred Capital Management, LLC3,837$170.7K0.08%––
Harbour Investments, Inc.3,861$172.0K0.01%––
Valeo Financial Advisors, LLC4,176$186.0K0.01%––
RMR Wealth Builders4,271$190.0K0.05%––
D. E. Shaw & Co., Inc.4,500$200.0K0.00%––
Dana Investment Advisors, Inc.4,500$200.0K0.01%––
Galvin, Gaustad & Stein, LLC4,510$201.0K0.02%––
CWS Financial Advisors, LLC4,536$202.0K0.09%––
Sheaff Brock Investment Advisors, LLC4,556$203.0K0.02%––
Legacy Capital Wealth Partners, LLC4,579$204.0K0.08%––
Cerity Partners LLC4,637$206.0K0.00%––
Macquarie Group Ltd4,654$207.0K0.00%––
Regentatlantic Capital LLC4,721$210.0K0.01%––
Dorsey & Whitney Trust CO LLC4,797$213.0K0.02%––
Clifford Swan Investment Counsel LLC4,808$214.0K0.01%––
Buckingham Strategic Wealth, LLC4,868$217.0K0.01%––
Eudaimonia Partners, LLC4,950$220.0K0.05%––
Boston Financial Mangement LLC4,957$221.0K0.01%––
Westwood Holdings Group Inc.5,000$223.0K0.00%––
Verity & Verity, LLC4,560$223.0K0.04%––
Financial Counselors Inc5,061$225.0K0.01%––
Oakworth Capital, Inc.5,049$225.0K0.03%––
Washington Trust Co5,091$227.0K0.01%––
Griffin Asset Management, Inc.5,247$233.0K0.03%––
Derby & Company, Inc5,400$240.0K0.05%––
Cubic Asset Management, LLC5,400$240.0K0.06%––
Veritas Investment Management (UK) Ltd4,326$242.0K0.05%––
QS Investors, LLC5,464$243.0K0.00%––
Clarius Group, LLC5,461$243.0K0.02%––
Childress Capital Advisors, LLC5,541$246.0K0.11%––
JustInvest LLC5,572$248.0K0.04%––
Obermeyer Wood Investment Counsel, LLLP5,629$250.0K0.02%––
Kovack Advisors, Inc.5,661$252.0K0.03%––
Guggenheim Capital LLC5,716$254.0K0.00%––
Pure Financial Advisors, Inc.5,703$254.0K0.03%––
Cable Hill Partners, LLC5,700$254.0K0.07%––
Intercontinental Wealth Advisors, LLC5,805$258.0K0.06%––
Old Dominion Capital Management Inc5,817$259.0K0.06%––
Nwam LLC5,826$259.0K0.03%––
Nicholas Hoffman & Company, LLC.5,826$259.0K0.05%––
D.A. Davidson & Co.5,914$263.0K0.00%––
Flagship Harbor Advisors, LLC5,968$266.0K0.03%––
Prospera Financial Services Inc6,000$267.0K0.02%––
Karani Asset Management LLC6,000$267.0K0.16%––
Veritas Investment Partners (UK) Ltd.6,000$267.0K0.01%––
Park Avenue Securities LLC6,161$274.0K0.01%––
Boston Private Wealth LLC6,174$275.0K0.00%––
Fort Washington Investment Advisors Inc6,193$276.0K0.00%––
Bokf, NA6,270$279.0K0.01%––
Independent Advisor Alliance6,270$279.0K0.02%––
NEXT Financial Group, Inc6,422$286.0K0.03%––
Gould Asset Management LLC6,446$287.0K0.09%––
K.J. Harrison & Partners Inc6,490$288.0K0.04%––
MML Investors Services, LLC6,515$290.0K0.00%––
Verition Fund Management LLC6,641$296.0K0.01%––
National Asset Management, Inc.6,709$299.0K0.01%––
HM Payson & Co6,750$300.0K0.01%––
Enterprise Trust & Investment Co6,750$300.0K0.13%––
Spire Wealth Management6,748$303.0K0.01%––
Intersect Capital LLC7,088$315.0K0.06%––
Bartlett & Co. Wealth Management LLC7,114$316.6K0.01%––
Bartlett & Co. LLC7,114$317.0K0.01%––
Sowell Financial Services LLC6,924$317.0K0.01%––
Frisch Financial Group, Inc.7,380$328.0K0.11%––
4J Wealth Management LLC7,515$334.0K0.31%––
Checchi Capital Advisers, LLC7,555$336.0K0.05%––
Cetera Advisor Networks LLC7,584$338.0K0.01%––
AMG National Trust Bank7,621$339.0K0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,650$340.4K0.00%––
J.W. Cole Advisors, Inc.7,700$343.0K0.03%––
Cortland Associates Inc7,859$350.0K0.04%––
Vivaldi Capital Management, LLC7,253$351.0K0.07%––
People's United Financial, Inc.8,134$362.0K0.01%––
Bailard, Inc.8,258$367.0K0.01%––
Douglas Lane & Associates, LLC8,250$367.0K0.01%––
Weld Capital Management LLC8,504$378.0K0.16%––
Covington Capital Management8,584$382.0K0.02%––
M&T Bank Corp8,624$384.0K0.00%––
Integrated Wealth Concepts LLC8,728$388.0K0.02%––
Arcus Capital Partners, LLC8,835$393.0K0.03%––
Brewin Dolphin Ltd8,917$396.8K0.02%––
Apexium Financial, LP8,940$398.0K0.29%––
Lagoda Investment Management, L.P.9,000$401.0K0.20%––
Proficio Capital Partners LLC9,210$410.0K0.05%––
Arthur M. Cohen & Associates, LLC9,204$410.0K0.09%––
Coe Capital Management, LLC9,262$412.0K0.41%––
Skba Capital Management LLC9,270$413.0K0.07%––
Laurel Wealth Advisors, Inc.9,346$416.0K0.06%––
Covenant Multifamily Offices, LLC9,459$421.0K0.09%––
Wittenberg Investment Management, Inc.9,450$421.0K0.19%––
Belpointe Asset Management LLC9,499$423.0K0.04%––
Moors & Cabot, Inc.9,691$428.0K0.03%––
Capital One Financial Corp9,685$431.0K0.06%––
Homrich & Berg9,705$432.0K0.01%––
Raymond James Trust N.A.9,721$433.0K0.02%––
Segment Wealth Management, LLC9,744$434.0K0.06%––
We Are One Seven, LLC9,826$437.0K0.08%––