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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
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,650$390.1K0.00%00.0%Unchanged
All Season Financial Advisors, Inc.7,808$398.0K0.29%+7,808New
Cortland Associates Inc7,859$401.0K0.04%00.0%Unchanged
Integrated Wealth Concepts LLC7,938$405.0K0.01%−790−9.1%Reduced
Independent Advisor Alliance8,055$411.0K0.02%+1,785+28.5%Added
Financial Architects, Inc8,067$411.0K0.06%+8,067New
Vivaldi Capital Management, LLC7,275$412.0K0.08%+22+0.3%Added
People's United Financial, Inc.8,134$415.0K0.01%00.0%Unchanged
Bailard, Inc.8,258$421.0K0.01%00.0%Unchanged
Boothbay Fund Management, LLC8,485$433.0K0.02%−2,648−23.8%Reduced
Covington Capital Management8,640$440.0K0.02%+56+0.7%Added
Anderson Hoagland & Co8,652$441.0K0.06%+8,652New
Brewin Dolphin Ltd8,917$454.6K0.02%00.0%Unchanged
Apexium Financial, LP8,940$456.0K0.28%00.0%Unchanged
Arcus Capital Partners, LLC9,057$462.0K0.22%+222+2.5%Added
Arthur M. Cohen & Associates, LLC9,204$469.0K0.10%00.0%Unchanged
Proficio Capital Partners LLC9,210$470.0K0.06%00.0%Unchanged
Essex Financial Services, Inc.9,240$471.0K0.07%+9,240New
Coe Capital Management, LLC9,262$472.0K0.44%00.0%Unchanged
Willow Creek Wealth Management Inc.9,253$472.0K0.11%+9,253New
Laurel Wealth Advisors, Inc.9,346$476.0K0.06%00.0%Unchanged
Wittenberg Investment Management, Inc.9,450$482.0K0.19%00.0%Unchanged
Skba Capital Management LLC9,470$483.0K0.09%+200+2.2%Added
Financial Perspectives, Inc9,494$484.0K0.24%+9,494New
Resonant Capital Advisors, LLC9,584$489.0K0.09%−1,570−14.1%Reduced
Belpointe Asset Management LLC9,624$491.0K0.04%+125+1.3%Added
Homrich & Berg9,705$495.0K0.01%00.0%Unchanged
Segment Wealth Management, LLC9,744$497.0K0.06%00.0%Unchanged
Bel Air Investment Advisors LLC9,774$498.0K0.02%+9,774New
Peapack Gladstone Financial Corp9,850$502.0K0.01%00.0%Unchanged
Ritholtz Wealth Management9,874$503.0K0.04%+10.0%Added
Raymond James Trust N.A.9,944$507.0K0.02%+223+2.3%Added
Fisher Asset Management, LLC9,965$508.0K0.00%−159−1.6%Reduced
YorkBridge Wealth Partners, LLC9,994$509.0K0.13%00.0%Unchanged
Marino, Stram & Associates LLC9,994$509.0K0.13%+9,994New
We Are One Seven, LLC9,999$510.0K0.07%+173+1.8%Added
Garrison Point Advisors, LLC10,125$516.0K0.37%00.0%Unchanged
Mattern Wealth Management LLC10,484$520.0K0.17%00.0%Unchanged
Rempart Asset Management Inc.10,218$521.0K0.11%−768−7.0%Reduced
Clifford Swan Investment Counsel LLC9,459$521.0K0.02%+4,651+96.7%Added
Moors & Cabot, Inc.10,417$531.0K0.04%+726+7.5%Added
Mitsubishi UFJ Trust & Banking Corp10,455$534.0K0.00%+10,455New
Signaturefd, LLC10,594$540.0K0.02%+8,504+406.9%Added
Wolverine Asset Management LLC10,695$545.0K0.01%00.0%Unchanged
Lagoda Investment Management, L.P.10,700$545.0K0.25%+1,700+18.9%Added
Meritage Portfolio Management10,754$548.0K0.03%00.0%Unchanged
Whittier Trust Co10,743$548.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc10,800$550.0K0.02%00.0%Unchanged
Henshaw Capital LLC11,202$571.1K0.04%00.0%Unchanged
Claret Asset Management Corp11,378$580.0K0.10%−1,497−11.6%Reduced
Cullen/Frost Bankers, Inc.11,532$588.0K0.01%00.0%Unchanged
Blueshift Asset Management, LLC11,718$597.0K0.03%−1,916−14.1%Reduced
Firethorn Wealth Partners, LLC11,730$598.0K0.50%+15+0.1%Added
Kings Point Capital Management12,445$634.0K0.06%00.0%Unchanged
Avenir Corp12,500$637.0K0.05%00.0%Unchanged
Stephens Inc12,502$637.0K0.01%+187+1.5%Added
Douglas Lane & Associates, LLC12,600$642.0K0.01%+4,350+52.7%Added
First Hawaiian Bank12,771$651.0K0.03%00.0%Unchanged
Crawford Investment Counsel Inc12,825$654.0K0.01%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,995$662.0K0.04%00.0%Unchanged
Geneos Wealth Management Inc.12,966$665.0K0.03%00.0%Unchanged
LVW Advisors, LLC13,344$680.0K0.12%00.0%Unchanged
IFP Advisors, Inc13,607$692.0K0.01%−150−1.1%Reduced
Change Path, LLC14,276$728.0K0.04%+944+7.1%Added
Fishman Jay A Ltd14,325$730.3K0.09%−937−6.1%Reduced
GYL Financial Synergies, LLC14,727$751.0K0.39%00.0%Unchanged
Levin Capital Strategies, L.P.14,958$762.0K0.08%00.0%Unchanged
CRA Financial Services, LLC15,000$765.0K0.27%00.0%Unchanged
Veriti Management LLC15,326$781.0K0.12%+3,371+28.2%Added
Gilbert & Cook, Inc.15,453$788.0K0.14%+684+4.6%Added
RMB Capital Management, LLC15,571$794.0K0.03%+1,365+9.6%Added
Roosevelt Investment Group LLC15,790$805.0K0.05%00.0%Unchanged
Gulf International Bank (UK) Ltd15,843$808.0K0.01%−1,100−6.5%Reduced
Legacy Private Trust Co.16,000$816.0K0.07%−4,000−20.0%Reduced
Red Cedar Capital, LLC16,009$816.0K0.51%00.0%Unchanged
Blue Square Asset Management, LLC16,225$827.0K0.51%+771+5.0%Added
Bridgewater Associates, LP16,386$837.0K0.01%00.0%Unchanged
Cetera Investment Advisers16,785$856.0K0.01%+3,398+25.4%Added
Wintrust Investments LLC17,108$872.0K0.09%−800−4.5%Reduced
PDT Partners, LLC17,245$879.0K0.06%−74,854−81.3%Reduced
Fiduciary Trust Co17,570$896.0K0.02%+2,500+16.6%Added
Captrust Financial Advisors17,919$915.0K0.01%+67+0.4%Added
Asset Management One Co.,Ltd.18,241$929.0K0.00%+18,241New
Bluestein R H & Co18,750$956.0K0.04%00.0%Unchanged
Brinker Capital Investments, LLC19,317$985.0K0.01%+19,317New
GM Advisory Group, Inc.19,517$995.0K0.10%+4,500+30.0%Added
Cigna Investments Inc19,503$996.0K0.07%+147+0.8%Added
Spears Abacus Advisors LLC19,678$1.00M0.07%00.0%Unchanged
Cetera Advisor Networks LLC20,073$1.02M0.01%+12,489+164.7%Added
WCM Investment Management, LLC20,145$1.03M0.00%+5,740+39.8%Added
Altium Wealth Management LLC20,342$1.04M0.08%−60−0.3%Reduced
Armstrong Shaw Associates Inc20,475$1.04M0.91%00.0%Unchanged
Hemington Wealth Management20,877$1.06M0.45%+45+0.2%Added
Advisor Partners LLC21,072$1.07M0.07%+2,864+15.7%Added
Giverny Capital Inc.SuperinvestorGiverny Capital16,989$1.07M0.07%00.0%Unchanged
Heritage Investors Management Corp21,409$1.09M0.05%00.0%Unchanged
Capital International Sarl21,655$1.10M0.10%+11,515+113.6%Added
University of Notre Dame du Lac21,936$1.12M3.25%−283,385−92.8%Reduced
Glenmede Trust Co NA22,314$1.14M0.01%00.0%Unchanged
Searle & Co.22,500$1.15M0.47%00.0%Unchanged