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