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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
Credit Agricole S A925,000$41.2M1.55%––
Baskin Financial Services Inc.920,527$40.9M4.23%––
Raymond James & Associates916,595$40.8M0.04%––
Third Avenue Management LLC872,661$38.8M5.14%––
Barr E S & Co798,684$35.5M2.79%––
Dixon Mitchell Investment Counsel Inc.795,647$35.4M2.93%––
Endeavour Capital Advisors Inc780,077$34.7M4.29%––
Lincluden Management Ltd770,840$34.3M3.33%––
Amundi Asset Management US, Inc.767,303$34.1M0.03%––
Parametric Portfolio Associates LLC756,012$33.6M0.02%––
MUFG Securities (Canada), Ltd.746,515$33.2M1.93%––
Private Management Group Inc741,796$33.0M1.51%––
Manitou Investment Management Ltd.733,039$32.6M6.22%––
LGT Capital Partners Ltd.728,000$32.4M1.06%––
Renaissance Technologies LLC709,812$31.6M0.04%––
Capital Advisors Inc701,663$31.2M1.02%––
Truist Financial Corp690,180$30.7M0.05%––
Envestnet Asset Management Inc646,280$28.8M0.02%––
Bank of Nova Scotia Trust Co588,628$26.2M2.52%––
First Foundation Advisors554,165$24.7M1.06%––
Waratah Capital Advisors Ltd.554,258$24.7M1.45%––
Guardian Capital Advisors LP528,970$23.6M2.69%––
Grantham, Mayo, Van Otterloo & Co. LLC521,596$23.2M0.13%––
Lombard Odier Asset Management (Europe) Ltd495,663$22.1M1.38%––
Dimensional Fund Advisors LP489,478$21.8M0.01%––
Easterly Investment Partners LLC487,857$21.7M2.60%––
Pictet Asset Management Ltd471,803$21.0M0.03%––
Motley Fool Wealth Management, LLC470,710$20.9M0.94%––
Karpas Strategies, LLC459,877$20.5M7.75%––
Klingenstein Fields & Co LP456,399$20.3M0.92%––
Aviva PLC445,439$19.8M0.10%––
Echo Street Capital Management LLC432,895$19.3M0.17%––
Rheos Capital Works Inc.432,000$19.2M1.27%––
Smith, Salley & Associates422,365$18.8M1.69%––
HighTower Advisors, LLC405,463$18.0M0.06%––
America First Investment Advisors, LLC401,747$17.9M5.42%––
Motley Fool Asset Management LLC400,000$17.8M1.28%––
Oak Grove Capital LLC399,450$17.8M5.14%––
Cobblestone Capital Advisors LLC398,382$17.7M1.29%––
Heritage Wealth Advisors392,003$17.4M1.05%––
O'Shaughnessy Asset Management, LLC387,729$17.2M0.38%––
Van Den Berg Management I, Inc370,230$16.5M3.60%––
Northeast Financial Consultants Inc363,705$16.2M1.24%––
Madison Wealth Management352,440$15.7M3.87%––
Janus Henderson Group PLC350,492$15.6M0.01%––
Nicola Wealth Management Ltd.329,500$14.6M1.64%––
Lawson Kroeker Investment Management Inc307,583$13.7M4.68%––
University of Notre Dame du Lac305,321$13.6M3.66%––
Silvercrest Asset Management Group LLC284,306$12.7M0.09%––
Marshall Wace, LLP284,271$12.6M0.07%––
AMP Capital Investors Ltd283,746$12.6M0.06%––
Nuveen Asset Management, LLC966,941$12.6M0.00%––
NN Investment Partners Holdings N.V.282,043$12.6M0.07%––
Barometer Capital Management Inc.218,445$12.2M2.05%––
Creative Planning266,989$11.9M0.02%––
Callahan Advisors, LLC248,988$11.1M1.50%––
Millennium Management LLC248,224$11.0M0.02%––
MD Financial Management Inc.247,379$10.9M0.32%––
AE Wealth Management LLC238,731$10.6M0.11%––
The PNC Financial Services Group, Inc.234,303$10.4M0.01%––
Commonwealth Equity Services, LLC233,708$10.4M0.03%––
Zurcher Kantonalbank (Zurich Cantonalbank)233,134$10.4M0.06%––
Timber Creek Capital Management LLC221,636$9.86M3.79%––
Raymond James Financial Services Advisors, Inc.219,719$9.78M0.02%––
Moerus Capital Management LLC215,248$9.58M3.58%––
Rathbone Brothers plc201,353$8.96M0.11%––
Canada Pension Plan Investment Board200,000$8.89M0.01%––
Lee Danner & Bass Inc192,525$8.57M0.83%––
Bar Harbor Trust Services191,295$8.51M3.12%––
Pendal Group Limited187,293$8.33M0.08%––
Natixis Advisors, L.P.175,456$7.81M0.04%––
Appleton Partners Inc174,620$7.77M0.72%––
Davis-Rea Ltd.169,264$7.52M4.02%––
Sandy Spring Bank168,810$7.51M0.43%––
PCJ Investment Counsel Ltd.168,315$7.49M2.94%––
Adalta Capital Management LLC166,599$7.41M4.28%––
Blair William & Co128,599$7.35M0.03%––
ArrowMark Colorado Holdings LLC163,397$7.27M0.05%––
Parkside Investments, LLC159,795$7.11M1.48%––
Natixis159,155$7.08M0.02%––
Arbor Wealth Management, LLC153,828$6.84M2.02%––
Hudson Bay Capital Management LP150,000$6.67M0.09%––
Tandem Capital Management Corp146,844$6.54M4.52%––
State of New Jersey Common Pension Fund D146,503$6.52M0.02%––
Graybill Bartz & Assoc Ltd142,415$6.34M3.36%––
JCIC Asset Management Inc.141,206$6.28M2.21%––
Lipe & Dalton140,112$6.24M3.46%––
Janney Montgomery Scott LLC139,363$6.20M0.03%––
Tacita Capital Inc138,383$6.15M3.99%––
Westpac Banking Corp108,967$6.09M0.07%––
Kovitz Investment Group Partners, LLC134,783$6.00M0.14%––
Colony Group LLC133,860$5.96M0.13%––
Capital International Inc131,064$5.83M0.05%––
Blue Zone Wealth Advisors, LLC125,230$5.57M2.37%––
Brown Advisory Inc122,621$5.46M0.01%––
Ameriprise Financial Inc122,159$5.44M0.00%––
Texas Yale Capital Corp.121,423$5.40M0.34%––
Shell Asset Management Co119,896$5.33M0.11%––
Weather Gauge Advisory, LLC116,652$5.19M6.12%––
Oppenheimer & Co Inc113,412$5.05M0.10%––