Skip to main content
Livermore
Livermore
ZHEN

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
Schneider Downs Wealth Management Advisors, LP32,247$1.64M0.43%+140+0.4%Added
Williams Jones Wealth Management, LLC.31,656$1.61M0.02%00.0%Unchanged
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.31,586$1.61M0.31%00.0%Unchanged
Jackson Hole Capital Partners, LLC31,227$1.59M0.55%+471+1.5%Added
Teamwork Financial Advisors, LLC29,770$1.52M0.31%−1,846−5.8%Reduced
Tiaa, FSB28,196$1.44M0.00%−2,296−7.5%Reduced
Mariner, LLC27,960$1.43M0.01%+2,552+10.0%Added
Regions Financial Corp27,323$1.39M0.01%+20+0.1%Added
Snowden Capital Advisors LLC27,135$1.38M0.07%+27,135New
Parsons Capital Management Inc27,022$1.38M0.11%00.0%Unchanged
TownSquare Capital, LLC26,660$1.36M0.04%+5,596+26.6%Added
K.J. Harrison & Partners Inc26,560$1.36M0.19%+20,070+309.2%Added
Moseley Investment Management Inc26,497$1.35M0.67%−118−0.4%Reduced
Y-Intercept (Hong Kong) Ltd26,505$1.35M0.34%+11,927+81.8%Added
Doyle Wealth Management26,424$1.35M0.11%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC26,400$1.34M0.14%+6,300+31.3%Added
Atlantic Trust, LLC26,231$1.34M0.87%00.0%Unchanged
Powell Investment Advisors, LLC26,044$1.33M0.82%00.0%Unchanged
FJ Capital Management LLC26,000$1.32M0.11%−12,700−32.8%Reduced
McKinley Capital Management LLC /Delaware25,746$1.31M0.09%+125+0.5%Added
Wetherby Asset Management Inc25,485$1.30M0.08%00.0%Unchanged
Bristol Gate Capital Partners Inc.25,284$1.29M0.07%−3,110−11.0%Reduced
Lester Murray Antman dba SimplyRich24,758$1.26M0.58%00.0%Unchanged
Lido Advisors, LLC24,097$1.23M0.03%+453+1.9%Added
Acadian Asset Management LLC23,717$1.21M0.00%+958+4.2%Added
Kestra Advisory Services, LLC23,562$1.20M0.01%−2,209−8.6%Reduced
Bray Capital Advisors23,245$1.19M0.30%00.0%Unchanged
Jag Capital Management, LLC23,159$1.18M0.09%−393−1.7%Reduced
Nkcfo LLC22,750$1.16M0.39%00.0%Unchanged
Greenline Partners, LLC22,736$1.16M0.24%+1,254+5.8%Added
Searle & Co.22,500$1.15M0.47%00.0%Unchanged
Glenmede Trust Co NA22,314$1.14M0.01%00.0%Unchanged
University of Notre Dame du Lac21,936$1.12M3.25%−283,385−92.8%Reduced
Capital International Sarl21,655$1.10M0.10%+11,515+113.6%Added
Heritage Investors Management Corp21,409$1.09M0.05%00.0%Unchanged
Advisor Partners LLC21,072$1.07M0.07%+2,864+15.7%Added
Giverny Capital Inc.SuperinvestorGiverny Capital16,989$1.07M0.07%00.0%Unchanged
Hemington Wealth Management20,877$1.06M0.45%+45+0.2%Added
Armstrong Shaw Associates Inc20,475$1.04M0.91%00.0%Unchanged
Altium Wealth Management LLC20,342$1.04M0.08%−60−0.3%Reduced
WCM Investment Management, LLC20,145$1.03M0.00%+5,740+39.8%Added
Cetera Advisor Networks LLC20,073$1.02M0.01%+12,489+164.7%Added
Spears Abacus Advisors LLC19,678$1.00M0.07%00.0%Unchanged
Cigna Investments Inc19,503$996.0K0.07%+147+0.8%Added
GM Advisory Group, Inc.19,517$995.0K0.10%+4,500+30.0%Added
Brinker Capital Investments, LLC19,317$985.0K0.01%+19,317New
Bluestein R H & Co18,750$956.0K0.04%00.0%Unchanged
Asset Management One Co.,Ltd.18,241$929.0K0.00%+18,241New
Captrust Financial Advisors17,919$915.0K0.01%+67+0.4%Added
Fiduciary Trust Co17,570$896.0K0.02%+2,500+16.6%Added
PDT Partners, LLC17,245$879.0K0.06%−74,854−81.3%Reduced
Wintrust Investments LLC17,108$872.0K0.09%−800−4.5%Reduced
Cetera Investment Advisers16,785$856.0K0.01%+3,398+25.4%Added
Bridgewater Associates, LP16,386$837.0K0.01%00.0%Unchanged
Blue Square Asset Management, LLC16,225$827.0K0.51%+771+5.0%Added
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
Gulf International Bank (UK) Ltd15,843$808.0K0.01%−1,100−6.5%Reduced
Roosevelt Investment Group LLC15,790$805.0K0.05%00.0%Unchanged
RMB Capital Management, LLC15,571$794.0K0.03%+1,365+9.6%Added
Gilbert & Cook, Inc.15,453$788.0K0.14%+684+4.6%Added
Veriti Management LLC15,326$781.0K0.12%+3,371+28.2%Added
CRA Financial Services, LLC15,000$765.0K0.27%00.0%Unchanged
Levin Capital Strategies, L.P.14,958$762.0K0.08%00.0%Unchanged
GYL Financial Synergies, LLC14,727$751.0K0.39%00.0%Unchanged
Fishman Jay A Ltd14,325$730.3K0.09%−937−6.1%Reduced
Change Path, LLC14,276$728.0K0.04%+944+7.1%Added
IFP Advisors, Inc13,607$692.0K0.01%−150−1.1%Reduced
LVW Advisors, LLC13,344$680.0K0.12%00.0%Unchanged
Geneos Wealth Management Inc.12,966$665.0K0.03%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,995$662.0K0.04%00.0%Unchanged
Crawford Investment Counsel Inc12,825$654.0K0.01%00.0%Unchanged
First Hawaiian Bank12,771$651.0K0.03%00.0%Unchanged
Douglas Lane & Associates, LLC12,600$642.0K0.01%+4,350+52.7%Added
Avenir Corp12,500$637.0K0.05%00.0%Unchanged
Stephens Inc12,502$637.0K0.01%+187+1.5%Added
Kings Point Capital Management12,445$634.0K0.06%00.0%Unchanged
Firethorn Wealth Partners, LLC11,730$598.0K0.50%+15+0.1%Added
Blueshift Asset Management, LLC11,718$597.0K0.03%−1,916−14.1%Reduced
Cullen/Frost Bankers, Inc.11,532$588.0K0.01%00.0%Unchanged
Claret Asset Management Corp11,378$580.0K0.10%−1,497−11.6%Reduced
Henshaw Capital LLC11,202$571.1K0.04%00.0%Unchanged
Whittier Trust Co of Nevada Inc10,800$550.0K0.02%00.0%Unchanged
Meritage Portfolio Management10,754$548.0K0.03%00.0%Unchanged
Whittier Trust Co10,743$548.0K0.01%00.0%Unchanged
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
Signaturefd, LLC10,594$540.0K0.02%+8,504+406.9%Added
Mitsubishi UFJ Trust & Banking Corp10,455$534.0K0.00%+10,455New
Moors & Cabot, Inc.10,417$531.0K0.04%+726+7.5%Added
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
Mattern Wealth Management LLC10,484$520.0K0.17%00.0%Unchanged
Garrison Point Advisors, LLC10,125$516.0K0.37%00.0%Unchanged
We Are One Seven, LLC9,999$510.0K0.07%+173+1.8%Added
YorkBridge Wealth Partners, LLC9,994$509.0K0.13%00.0%Unchanged
Marino, Stram & Associates LLC9,994$509.0K0.13%+9,994New
Fisher Asset Management, LLC9,965$508.0K0.00%−159−1.6%Reduced
Raymond James Trust N.A.9,944$507.0K0.02%+223+2.3%Added
Ritholtz Wealth Management9,874$503.0K0.04%+10.0%Added