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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
Peapack Gladstone Financial Corp9,850$438.0K0.01%––
Ritholtz Wealth Management9,873$439.0K0.04%––
YorkBridge Wealth Partners, LLC9,994$445.0K0.13%––
Fisher Asset Management, LLC10,124$451.0K0.00%––
Capital International Sarl10,140$451.0K0.04%––
Garrison Point Advisors, LLC10,125$451.0K0.35%––
Mattern Wealth Management LLC10,484$467.0K0.16%––
Bayesian Capital Management, LP10,614$472.0K0.11%––
Pacer Advisors, Inc.10,652$474.0K0.01%––
Wolverine Asset Management LLC10,695$475.0K0.00%––
Whittier Trust Co10,743$478.0K0.01%––
Meritage Portfolio Management10,754$479.0K0.03%––
Whittier Trust Co of Nevada Inc10,800$481.0K0.02%––
Rempart Asset Management Inc.10,986$488.0K0.13%––
Wealthspire Advisors, LLC10,979$489.0K0.01%––
Boothbay Fund Management, LLC11,133$495.0K0.03%––
Resonant Capital Advisors, LLC11,154$496.0K0.10%––
TCG Advisory Services, LLC11,135$496.0K0.15%––
Henshaw Capital LLC11,202$498.5K0.03%––
Cullen/Frost Bankers, Inc.11,532$513.0K0.01%––
Lorne Steinberg Wealth Management Inc.11,698$520.0K0.28%––
Firethorn Wealth Partners, LLC11,715$521.0K0.48%––
Veriti Management LLC11,955$532.0K0.14%––
Stephens Inc12,315$548.0K0.01%––
Kings Point Capital Management12,445$554.0K0.05%––
Avenir Corp12,500$556.0K0.05%––
First Hawaiian Bank12,771$568.0K0.02%––
Crawford Investment Counsel Inc12,825$571.0K0.01%––
Claret Asset Management Corp12,875$573.0K0.11%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,995$578.0K0.05%––
Geneos Wealth Management Inc.12,966$591.0K0.02%––
Change Path, LLC13,332$593.0K0.04%––
LVW Advisors, LLC13,344$594.0K0.11%––
Cetera Investment Advisers13,387$596.0K0.01%––
Aigen Investment Management, LP13,553$603.0K0.08%––
Blueshift Asset Management, LLC13,634$607.0K0.06%––
IFP Advisors, Inc13,757$614.0K0.01%––
RMB Capital Management, LLC14,206$632.0K0.02%––
WCM Investment Management, LLC14,405$641.0K0.00%––
GYL Financial Synergies, LLC14,727$655.0K0.36%––
Gilbert & Cook, Inc.14,769$657.0K0.13%––
Y-Intercept (Hong Kong) Ltd14,578$661.0K0.18%––
Levin Capital Strategies, L.P.14,958$666.0K0.07%––
GM Advisory Group, Inc.15,017$668.0K0.08%––
CRA Financial Services, LLC15,000$668.0K0.26%––
Fiduciary Trust Co15,070$670.0K0.01%––
Fishman Jay A Ltd15,262$679.2K0.09%––
Edge Capital Group, LLC15,282$680.0K0.06%––
Blue Square Asset Management, LLC15,454$688.0K0.44%––
Roosevelt Investment Group LLC15,790$703.0K0.05%––
Red Cedar Capital, LLC16,009$712.0K0.47%––
Bridgewater Associates, LP16,386$729.0K0.01%––
Gulf International Bank (UK) Ltd16,943$753.0K0.01%––
Giverny Capital Inc.SuperinvestorGiverny Capital16,989$756.0K0.05%––
American Century Companies Inc17,149$763.0K0.00%––
Quantitative Systematic Strategies LLC17,363$773.0K0.12%––
Captrust Financial Advisors17,852$795.0K0.01%––
Wintrust Investments LLC17,908$797.0K0.08%––
Advisor Partners LLC18,208$810.0K0.06%––
Bluestein R H & Co18,750$834.0K0.04%––
Cigna Investments Inc19,356$861.0K0.06%––
Spears Abacus Advisors LLC19,678$876.0K0.07%––
AXA S.A.20,018$890.0K0.00%––
Legacy Private Trust Co.20,000$890.0K0.08%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20,100$894.0K0.10%––
Altium Wealth Management LLC20,402$908.0K0.07%––
Armstrong Shaw Associates Inc20,475$911.0K0.83%––
Hemington Wealth Management20,832$927.0K0.39%––
Allianz Asset Management GmbH21,007$934.0K0.00%––
TownSquare Capital, LLC21,064$937.0K0.04%––
Heritage Investors Management Corp21,409$953.0K0.04%––
Greenline Partners, LLC21,482$956.0K0.21%––
Glenmede Trust Co NA22,314$992.0K0.01%––
Searle & Co.22,500$1.00M0.45%––
Acadian Asset Management LLC22,759$1.01M0.00%––
Nkcfo LLC22,750$1.01M0.38%––
Bray Capital Advisors23,245$1.03M0.28%––
Jag Capital Management, LLC23,552$1.05M0.09%––
Lido Advisors, LLC23,644$1.05M0.03%––
Lester Murray Antman dba SimplyRich24,758$1.10M0.44%––
Mariner, LLC25,408$1.13M0.01%––
Wetherby Asset Management Inc25,485$1.13M0.09%––
McKinley Capital Management LLC /Delaware25,621$1.14M0.09%––
Colonial Trust Advisors25,674$1.14M0.15%––
Kestra Advisory Services, LLC25,771$1.15M0.01%––
ExodusPoint Capital Management, LP26,053$1.16M0.02%––
Powell Investment Advisors, LLC26,044$1.16M0.76%––
Atlantic Trust, LLC26,231$1.17M0.86%––
Doyle Wealth Management26,424$1.18M0.11%––
Moseley Investment Management Inc26,615$1.18M0.66%––
Parsons Capital Management Inc27,022$1.20M0.10%––
Regions Financial Corp27,303$1.22M0.01%––
Quadrature Capital Ltd28,118$1.25M0.06%––
Bristol Gate Capital Partners Inc.28,394$1.26M0.08%––
Rockefeller Capital Management L.P.29,639$1.32M0.01%––
Tiaa, FSB30,492$1.36M0.00%––
Cubist Systematic Strategies, LLC30,591$1.36M0.02%––
Jackson Hole Capital Partners, LLC30,756$1.37M0.57%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.31,586$1.41M0.29%––
Teamwork Financial Advisors, LLC31,616$1.41M0.33%––