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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
Peapack Gladstone Financial Corp9,850$502.0K0.01%00.0%Unchanged
Bel Air Investment Advisors LLC9,774$498.0K0.02%+9,774New
Segment Wealth Management, LLC9,744$497.0K0.06%00.0%Unchanged
Homrich & Berg9,705$495.0K0.01%00.0%Unchanged
Belpointe Asset Management LLC9,624$491.0K0.04%+125+1.3%Added
Resonant Capital Advisors, LLC9,584$489.0K0.09%−1,570−14.1%Reduced
Financial Perspectives, Inc9,494$484.0K0.24%+9,494New
Skba Capital Management LLC9,470$483.0K0.09%+200+2.2%Added
Wittenberg Investment Management, Inc.9,450$482.0K0.19%00.0%Unchanged
Laurel Wealth Advisors, Inc.9,346$476.0K0.06%00.0%Unchanged
Coe Capital Management, LLC9,262$472.0K0.44%00.0%Unchanged
Willow Creek Wealth Management Inc.9,253$472.0K0.11%+9,253New
Essex Financial Services, Inc.9,240$471.0K0.07%+9,240New
Proficio Capital Partners LLC9,210$470.0K0.06%00.0%Unchanged
Arthur M. Cohen & Associates, LLC9,204$469.0K0.10%00.0%Unchanged
Arcus Capital Partners, LLC9,057$462.0K0.22%+222+2.5%Added
Apexium Financial, LP8,940$456.0K0.28%00.0%Unchanged
Brewin Dolphin Ltd8,917$454.6K0.02%00.0%Unchanged
Anderson Hoagland & Co8,652$441.0K0.06%+8,652New
Covington Capital Management8,640$440.0K0.02%+56+0.7%Added
Boothbay Fund Management, LLC8,485$433.0K0.02%−2,648−23.8%Reduced
Bailard, Inc.8,258$421.0K0.01%00.0%Unchanged
People's United Financial, Inc.8,134$415.0K0.01%00.0%Unchanged
Vivaldi Capital Management, LLC7,275$412.0K0.08%+22+0.3%Added
Independent Advisor Alliance8,055$411.0K0.02%+1,785+28.5%Added
Financial Architects, Inc8,067$411.0K0.06%+8,067New
Integrated Wealth Concepts LLC7,938$405.0K0.01%−790−9.1%Reduced
Cortland Associates Inc7,859$401.0K0.04%00.0%Unchanged
All Season Financial Advisors, Inc.7,808$398.0K0.29%+7,808New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,650$390.1K0.00%00.0%Unchanged
AMG National Trust Bank7,627$389.0K0.01%+6+0.1%Added
4J Wealth Management LLC7,515$383.0K0.33%00.0%Unchanged
Private Advisor Group, LLC7,473$381.0K0.00%+7,473New
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
Wealthspire Advisors, LLC7,352$375.0K0.01%−3,627−33.0%Reduced
Intersect Capital LLC7,363$375.0K0.07%+275+3.9%Added
Boston Private Wealth LLC7,318$373.0K0.00%+1,144+18.5%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
American Portfolios Advisors7,168$365.4K0.01%+3,454+93.0%Added
Bartlett & Co. LLC7,114$363.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC7,114$362.7K0.01%00.0%Unchanged
Checchi Capital Advisers, LLC7,081$361.0K0.04%−474−6.3%Reduced
J.W. Cole Advisors, Inc.7,047$359.0K0.03%−653−8.5%Reduced
Intercontinental Wealth Advisors, LLC7,005$357.0K0.07%+1,200+20.7%Added
MML Investors Services, LLC6,789$346.0K0.00%+274+4.2%Added
Enterprise Trust & Investment Co6,750$344.0K0.14%00.0%Unchanged
Gould Asset Management LLC6,446$329.0K0.09%00.0%Unchanged
Old Dominion Capital Management Inc6,453$329.0K0.07%+636+10.9%Added
NEXT Financial Group, Inc6,420$327.0K0.03%−20.0%Reduced
Wolverine Trading, LLC6,226$327.0K0.01%+6,226New
Allianz Asset Management GmbH6,390$326.0K0.00%−14,617−69.6%Reduced
Flagship Harbor Advisors, LLC6,296$321.0K0.03%+328+5.5%Added
Nwam LLC6,220$317.0K0.03%+394+6.8%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
Park Avenue Securities LLC6,166$314.0K0.01%+5+0.1%Added
Fortress Wealth Group, LLC6,055$309.0K0.28%+6,055New
Karani Asset Management LLC6,000$306.0K0.16%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.6,000$306.0K0.01%00.0%Unchanged
D.A. Davidson & Co.5,914$302.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,853$299.0K0.01%+3,406+139.2%Added
Nicholas Hoffman & Company, LLC.5,838$298.0K0.05%+12+0.2%Added
Susquehanna International Group, LLP5,790$295.0K0.00%−65,834−91.9%Reduced
Value Partners Investments Inc.5,790$295.0K0.02%+5,790New
Pure Financial Advisors, Inc.5,703$291.0K0.02%00.0%Unchanged
Cable Hill Partners, LLC5,700$291.0K0.07%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP5,629$287.0K0.02%00.0%Unchanged
Financial Counselors Inc5,513$281.0K0.01%+452+8.9%Added
Clarius Group, LLC5,494$280.0K0.03%+33+0.6%Added
Westwood Holdings Group Inc.5,500$280.0K0.00%+500+10.0%Added
Marshall Wace, LLP5,442$278.0K0.00%−278,829−98.1%Reduced
Corient Capital Partners, LLC5,447$278.0K0.02%+5,447New
Kovack Advisors, Inc.5,435$277.0K0.03%−226−4.0%Reduced
Derby & Company, Inc5,400$275.0K0.06%00.0%Unchanged
Cubic Asset Management, LLC5,400$275.0K0.07%00.0%Unchanged
Veritas Investment Management (UK) Ltd4,326$274.0K0.05%00.0%Unchanged
Griffin Asset Management, Inc.5,256$268.0K0.03%+9+0.2%Added
HM Payson & Co5,200$265.0K0.01%−1,550−23.0%Reduced
Washington Trust Co5,088$260.0K0.01%−3−0.1%Reduced
Boston Financial Mangement LLC5,107$260.0K0.01%+150+3.0%Added
Oakworth Capital, Inc.5,049$257.0K0.03%00.0%Unchanged
Eudaimonia Partners, LLC4,950$252.0K0.05%00.0%Unchanged
55I, LLC4,802$245.0K0.01%+4,802New
Beacon Pointe Advisors, LLC4,813$245.0K0.01%+4,813New
Dorsey & Whitney Trust CO LLC4,797$244.0K0.02%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA3,859$244.0K0.01%+3,859New
Valeo Financial Advisors, LLC4,740$242.0K0.01%+564+13.5%Added
Pinnacle Associates Ltd4,747$242.0K0.00%+4,747New
M&T Bank Corp4,724$241.0K0.00%−3,900−45.2%Reduced
Guggenheim Capital LLC4,696$239.0K0.00%−1,020−17.8%Reduced
Macquarie Group Ltd4,654$237.0K0.00%00.0%Unchanged
Cerity Partners LLC4,652$237.0K0.01%+15+0.3%Added
Regentatlantic Capital LLC4,598$234.0K0.01%−123−2.6%Reduced
Bard Financial Services, Inc.4,580$233.0K0.02%+4,580New
Verity & Verity, LLC4,560$232.0K0.04%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC4,556$232.0K0.02%00.0%Unchanged
CWS Financial Advisors, LLC4,536$231.0K0.09%00.0%Unchanged
Galvin, Gaustad & Stein, LLC4,518$230.0K0.02%+8+0.2%Added