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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, Q2 2021

Institutional positions in Brookfield Asset Management Ltd. as of Jun 30, 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
630
+32 vs. Q1 2021
Shares held
978.9M
+370.0K (0.0%) vs. Q1 2021
Total value
$50.4B
+$6.52B (+14.9%) vs. Q1 2021
New holders
77
221 more added
Sold out
45
168 more reduced

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 630 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 heldQ2 2021: $50.4B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2021.

Institutions holding BAM in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Clearstead Advisors, LLC3,056$156.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.3,109$158.0K0.03%−306−9.0%Reduced
Global Wealth Management Investment Advisory, Inc.3,102$158.0K0.05%+511+19.7%Added
Thompson Siegel & Walmsley LLC3,375$172.0K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc3,549$181.0K0.18%00.0%Unchanged
Glassman Wealth Services3,576$182.0K0.04%+34+1.0%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,799$194.0K0.00%+3,799New
Harbour Investments, Inc.3,907$199.0K0.01%+46+1.2%Added
EP Wealth Advisors, LLC3,950$201.0K0.01%+3,950New
CAPROCK Group, Inc.3,958$202.0K0.02%+3,958New
QS Investors, LLC3,781$204.0K0.00%−1,683−30.8%Reduced
Stratos Wealth Partners, LTD.4,045$206.0K0.01%+4,045New
BTC Capital Management, Inc.4,074$208.0K0.02%+4,074New
Vestmark Advisory Solutions, Inc.4,097$209.0K0.01%+4,097New
Assenagon Asset Management S.A.4,140$211.0K0.00%+4,140New
Fayez Sarofim & Co4,177$213.0K0.00%+4,177New
WSFS Capital Management, LLC4,186$213.0K0.10%+4,186New
9258 Wealth Management, LLC4,197$214.0K0.06%+4,197New
Addison Advisors LLC4,205$214.0K0.17%+4,205New
Brighton Jones LLC4,209$215.0K0.01%+4,209New
RMR Wealth Builders4,280$219.0K0.07%+9+0.2%Added
Lincoln National Corp4,293$219.0K0.00%+4,293New
Reynders McVeigh Capital Management, LLC4,292$219.0K0.01%+4,292New
IHT Wealth Management, LLC4,302$219.0K0.01%+4,302New
National Asset Management, Inc.4,327$221.0K0.01%−2,382−35.5%Reduced
Wakefield Asset Management LLLP4,447$227.0K0.09%+4,447New
Joel Isaacson & Co., LLC4,472$228.0K0.02%+4,472New
Dana Investment Advisors, Inc.4,500$229.0K0.01%00.0%Unchanged
Fortis Advisors, LLC4,500$229.0K0.13%+4,000+800.0%Added
Vident Investment Advisory, LLC4,486$229.0K0.01%+4,486New
Galvin, Gaustad & Stein, LLC4,518$230.0K0.02%+8+0.2%Added
CWS Financial Advisors, LLC4,536$231.0K0.09%00.0%Unchanged
Verity & Verity, LLC4,560$232.0K0.04%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC4,556$232.0K0.02%00.0%Unchanged
Bard Financial Services, Inc.4,580$233.0K0.02%+4,580New
Regentatlantic Capital LLC4,598$234.0K0.01%−123−2.6%Reduced
Macquarie Group Ltd4,654$237.0K0.00%00.0%Unchanged
Cerity Partners LLC4,652$237.0K0.01%+15+0.3%Added
Guggenheim Capital LLC4,696$239.0K0.00%−1,020−17.8%Reduced
M&T Bank Corp4,724$241.0K0.00%−3,900−45.2%Reduced
Valeo Financial Advisors, LLC4,740$242.0K0.01%+564+13.5%Added
Pinnacle Associates Ltd4,747$242.0K0.00%+4,747New
Dorsey & Whitney Trust CO LLC4,797$244.0K0.02%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA3,859$244.0K0.01%+3,859New
55I, LLC4,802$245.0K0.01%+4,802New
Beacon Pointe Advisors, LLC4,813$245.0K0.01%+4,813New
Eudaimonia Partners, LLC4,950$252.0K0.05%00.0%Unchanged
Oakworth Capital, Inc.5,049$257.0K0.03%00.0%Unchanged
Washington Trust Co5,088$260.0K0.01%−3−0.1%Reduced
Boston Financial Mangement LLC5,107$260.0K0.01%+150+3.0%Added
HM Payson & Co5,200$265.0K0.01%−1,550−23.0%Reduced
Griffin Asset Management, Inc.5,256$268.0K0.03%+9+0.2%Added
Veritas Investment Management (UK) Ltd4,326$274.0K0.05%00.0%Unchanged
Derby & Company, Inc5,400$275.0K0.06%00.0%Unchanged
Cubic Asset Management, LLC5,400$275.0K0.07%00.0%Unchanged
Kovack Advisors, Inc.5,435$277.0K0.03%−226−4.0%Reduced
Marshall Wace, LLP5,442$278.0K0.00%−278,829−98.1%Reduced
Corient Capital Partners, LLC5,447$278.0K0.02%+5,447New
Clarius Group, LLC5,494$280.0K0.03%+33+0.6%Added
Westwood Holdings Group Inc.5,500$280.0K0.00%+500+10.0%Added
Financial Counselors Inc5,513$281.0K0.01%+452+8.9%Added
Obermeyer Wood Investment Counsel, LLLP5,629$287.0K0.02%00.0%Unchanged
Pure Financial Advisors, Inc.5,703$291.0K0.02%00.0%Unchanged
Cable Hill Partners, LLC5,700$291.0K0.07%00.0%Unchanged
Susquehanna International Group, LLP5,790$295.0K0.00%−65,834−91.9%Reduced
Value Partners Investments Inc.5,790$295.0K0.02%+5,790New
Nicholas Hoffman & Company, LLC.5,838$298.0K0.05%+12+0.2%Added
Tower Research Capital LLC (TRC)5,853$299.0K0.01%+3,406+139.2%Added
D.A. Davidson & Co.5,914$302.0K0.00%00.0%Unchanged
Karani Asset Management LLC6,000$306.0K0.16%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.6,000$306.0K0.01%00.0%Unchanged
Fortress Wealth Group, LLC6,055$309.0K0.28%+6,055New
Park Avenue Securities LLC6,166$314.0K0.01%+5+0.1%Added
Capital One Financial Corp6,200$316.0K0.04%−3,485−36.0%Reduced
Fort Washington Investment Advisors Inc6,193$316.0K0.00%00.0%Unchanged
Nwam LLC6,220$317.0K0.03%+394+6.8%Added
Flagship Harbor Advisors, LLC6,296$321.0K0.03%+328+5.5%Added
Allianz Asset Management GmbH6,390$326.0K0.00%−14,617−69.6%Reduced
NEXT Financial Group, Inc6,420$327.0K0.03%−20.0%Reduced
Wolverine Trading, LLC6,226$327.0K0.01%+6,226New
Gould Asset Management LLC6,446$329.0K0.09%00.0%Unchanged
Old Dominion Capital Management Inc6,453$329.0K0.07%+636+10.9%Added
Enterprise Trust & Investment Co6,750$344.0K0.14%00.0%Unchanged
MML Investors Services, LLC6,789$346.0K0.00%+274+4.2%Added
Intercontinental Wealth Advisors, LLC7,005$357.0K0.07%+1,200+20.7%Added
J.W. Cole Advisors, Inc.7,047$359.0K0.03%−653−8.5%Reduced
Checchi Capital Advisers, LLC7,081$361.0K0.04%−474−6.3%Reduced
Bartlett & Co. Wealth Management LLC7,114$362.7K0.01%00.0%Unchanged
Bartlett & Co. LLC7,114$363.0K0.01%00.0%Unchanged
American Portfolios Advisors7,168$365.4K0.01%+3,454+93.0%Added
Twin Tree Management, LP7,294$372.0K0.01%−35,188−82.8%Reduced
Spire Wealth Management7,299$372.0K0.01%+551+8.2%Added
Boston Private Wealth LLC7,318$373.0K0.00%+1,144+18.5%Added
Wealthspire Advisors, LLC7,352$375.0K0.01%−3,627−33.0%Reduced
Intersect Capital LLC7,363$375.0K0.07%+275+3.9%Added
Frisch Financial Group, Inc.7,390$377.0K0.12%+10+0.1%Added
Buckingham Strategic Wealth, LLC7,401$377.0K0.01%+2,533+52.0%Added
Private Advisor Group, LLC7,473$381.0K0.00%+7,473New
4J Wealth Management LLC7,515$383.0K0.33%00.0%Unchanged
AMG National Trust Bank7,627$389.0K0.01%+6+0.1%Added