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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
Beck Mack & Oliver LLC932,572$41.5M1.28%––
Great West Life Assurance Co943,244$41.6M0.10%––
Credential Qtrade Securities Inc.937,753$41.7M3.76%––
Cumberland Partners Ltd985,482$43.8M3.61%––
Greenlea Lane Capital Management, LLC986,706$43.9M18.40%––
HughesLittle Investment Management Ltd.992,310$44.1M11.39%––
HSBC Holdings PLC1,007,208$44.9M0.06%––
UBS Group AG1,035,973$46.1M0.02%––
Cannell Peter B & Co Inc1,056,539$47.0M1.47%––
Avalon Investment & Advisory1,073,339$47.8M1.10%––
Cidel Asset Management Inc1,124,073$50.0M2.26%––
Schwartz Investment Counsel Inc1,143,647$50.9M2.21%––
Sather Financial Group Inc1,160,742$51.7M6.01%––
Confluence Investment Management LLC1,249,917$55.6M0.78%––
Citigroup Inc1,277,673$56.8M0.05%––
Intact Investment Management Inc.1,027,065$57.3M1.73%––
Stifel Financial Corp1,291,444$57.5M0.09%––
Russell Investments Group, Ltd.1,293,409$57.5M0.10%––
State of Wisconsin Investment Board1,302,269$57.9M0.12%––
Gluskin Sheff & Assoc Inc1,307,293$58.2M2.61%––
Deutsche Bank AG1,328,708$59.1M0.03%––
CIBC Private Wealth Group, LLC1,388,081$61.8M0.16%––
Bank of New York Mellon Corp1,418,309$63.1M0.01%––
Scheer, Rowlett & Associates Investment Management Ltd.1,461,749$65.0M4.99%––
New South Capital Management Inc1,461,940$65.1M1.91%––
Eaton Vance Management1,470,756$65.4M0.10%––
Northern Trust Corp1,532,440$68.2M0.01%––
Goldman Sachs Group Inc1,546,603$68.8M0.02%––
Public Sector Pension Investment Board1,549,196$68.9M0.46%––
Bruni J V & Co1,597,554$71.1M9.04%––
Korea Investment CORP1,652,401$73.5M0.23%––
Horizon Kinetics Asset Management LLC1,692,208$75.3M1.71%––
McDonald Capital Investors Inc1,916,693$85.3M6.80%––
Bamco Inc1,925,203$85.7M0.21%––
Alberta Investment Management Corp1,926,954$85.7M0.76%––
Credit Suisse AG2,042,032$90.9M0.07%––
DekaBank Deutsche Girozentrale2,088,505$94.2M0.31%––
M&G Investment Management Ltd2,123,935$95.2M0.80%––
Montrusco Bolton Investments Inc.2,280,783$101.4M3.31%––
Wells Fargo & Company2,299,948$102.3M0.02%––
Check Capital Management Inc2,388,690$106.3M9.22%––
Aristotle Capital Management, LLC2,468,500$109.8M0.22%––
Madison Asset Management, LLC2,557,526$113.8M1.59%––
Geode Capital Management, LLC2,608,180$115.6M0.02%––
Addenda Capital Inc.2,248,110$118.3M6.04%––
Timucuan Asset Management Inc2,669,423$118.8M5.26%––
Massachusetts Financial Services Co2,793,166$124.3M0.04%––
Citadel Advisors LLC2,816,889$125.4M0.13%––
Novo Holdings A/S3,070,957$136.7M5.64%––
Cooke & Bieler LP3,079,133$137.0M1.33%––
Fenimore Asset Management Inc3,132,749$139.4M3.60%––
Burgundy Asset Management Ltd.3,196,326$142.1M1.45%––
Marathon Asset Management LLP3,238,736$144.1M2.01%––
Agf Investments Inc.3,403,308$151.4M1.20%––
Broad Run Investment Management, LLC3,531,658$157.2M10.46%––
Sumitomo Mitsui Trust Holdings, Inc.3,613,582$160.7M0.10%––
Federation des caisses Desjardins du Quebec3,780,980$167.7M1.85%––
British Columbia Investment Management Corp4,080,742$181.5M1.31%––
Connor, Clark & Lunn Investment Management Ltd.4,308,522$191.6M1.07%––
Bank of America Corp4,379,040$194.9M0.02%––
Scotia Capital Inc.4,785,997$212.3M1.77%––
Wellington Management Group LLP4,867,709$216.6M0.04%––
Omers Administration Corp5,007,919$222.9M3.53%––
Guardian Capital LP4,001,518$223.7M3.75%––
APG Asset Management N.V.6,305,263$238.6M0.41%––
JPMorgan Chase & Co5,663,076$252.0M0.04%––
Legal & General Group Plc5,867,798$261.0M0.10%––
Ci Investments Inc.6,372,279$283.6M1.20%––
Franklin Resources Inc6,467,709$287.7M0.12%––
Price T Rowe Associates Inc6,819,310$303.5M0.03%––
Morgan Stanley7,232,750$321.9M0.05%––
Fiera Capital Corp7,243,449$322.0M0.93%––
Capital International Investors7,561,214$336.5M0.09%––
Invesco Ltd.7,562,754$336.5M0.09%––
Davenport & Co LLC8,248,947$367.1M3.45%––
Markel Group Inc.SuperinvestorMarkel Group8,708,941$387.5M5.36%––
Toronto Dominion Bank9,640,549$428.8M0.75%––
Neuberger Berman Group LLC10,477,929$466.2M0.45%––
CIBC World Markets Inc.11,990,287$533.6M1.64%––
EdgePoint Investment Group Inc.12,694,701$563.2M4.44%––
Akre Capital Management LLCSuperinvestorAkre Capital Management13,040,095$580.3M3.95%––
Beutel, Goodman & Co Ltd.13,666,258$607.5M3.81%––
Norges Bank14,150,525$629.5M0.14%––
FMR LLC14,333,136$637.7M0.05%––
Capital World Investors14,612,205$650.3M0.12%––
First Manhattan Co17,805,230$792.3M3.42%––
Caisse de Depot Et Placement du Quebec18,050,360$802.8M1.81%––
CIBC Asset Management Inc19,873,447$883.3M3.76%––
Bank of Nova Scotia21,722,575$966.6M1.91%––
1832 Asset Management L.P.22,410,218$1.02B2.20%––
Jarislowsky, Fraser Ltd24,898,522$1.11B5.46%––
Mackenzie Financial Corp25,409,886$1.13B1.72%––
FIL Ltd25,995,479$1.16B1.32%––
TD Asset Management Inc30,455,785$1.35B1.51%––
Manufacturers Life Insurance Company, The24,275,961$1.36B1.18%––
Vanguard Group Inc40,254,480$1.79B0.05%––
Principal Financial Group Inc41,019,675$1.83B1.28%––
Bank of Montreal54,764,647$2.48B1.74%––
Royal Bank of Canada99,906,759$4.45B1.38%––
Partners Value Investments LP128,758,537$5.73B97.61%––