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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
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
Joel Isaacson & Co., LLC4,472$228.0K0.02%+4,472New
Wakefield Asset Management LLLP4,447$227.0K0.09%+4,447New
National Asset Management, Inc.4,327$221.0K0.01%−2,382−35.5%Reduced
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
Brighton Jones LLC4,209$215.0K0.01%+4,209New
9258 Wealth Management, LLC4,197$214.0K0.06%+4,197New
Addison Advisors LLC4,205$214.0K0.17%+4,205New
Fayez Sarofim & Co4,177$213.0K0.00%+4,177New
WSFS Capital Management, LLC4,186$213.0K0.10%+4,186New
Assenagon Asset Management S.A.4,140$211.0K0.00%+4,140New
Vestmark Advisory Solutions, Inc.4,097$209.0K0.01%+4,097New
BTC Capital Management, Inc.4,074$208.0K0.02%+4,074New
Stratos Wealth Partners, LTD.4,045$206.0K0.01%+4,045New
QS Investors, LLC3,781$204.0K0.00%−1,683−30.8%Reduced
CAPROCK Group, Inc.3,958$202.0K0.02%+3,958New
EP Wealth Advisors, LLC3,950$201.0K0.01%+3,950New
Harbour Investments, Inc.3,907$199.0K0.01%+46+1.2%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,799$194.0K0.00%+3,799New
Glassman Wealth Services3,576$182.0K0.04%+34+1.0%Added
Pin Oak Investment Advisors Inc3,549$181.0K0.18%00.0%Unchanged
Thompson Siegel & Walmsley LLC3,375$172.0K0.00%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
Clearstead Advisors, LLC3,056$156.0K0.01%00.0%Unchanged
GVO Asset Management Ltd2,947$150.0K0.13%−542−15.5%Reduced
BDO Wealth Advisors, LLC2,950$150.0K0.02%00.0%Unchanged
Turim 21 Investimentos Ltda.2,850$145.0K0.05%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,587$132.0K0.00%+410+18.8%Added
Carroll Financial Associates, Inc.2,572$131.0K0.01%+128+5.2%Added
Freedman Financial Associates, Inc.2,544$130.0K0.10%−112−4.2%Reduced
WealthShield Partners, LLC2,441$124.0K0.02%+820+50.6%Added
Hantz Financial Services, Inc.2,439$124.0K0.00%+2,254+1,218.4%Added
Centaurus Financial, Inc.2,250$115.0K0.01%+2,250New
GPS Wealth Strategies Group, LLC2,178$111.0K0.03%−138−6.0%Reduced
Patriot Financial Group Insurance Agency, LLC2,028$103.0K0.02%00.0%Unchanged
Harbor Investment Advisory, LLC2,008$102.0K0.01%00.0%Unchanged
SG Americas Securities, LLC1,982$101.0K0.00%+1,982New
Proequities, Inc.1,874$96.0K0.01%−94−4.8%Reduced
Eagle Bay Advisors LLC1,850$95.0K0.08%+1,850New
Brown Brothers Harriman & Co1,825$93.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.1,831$93.0K0.02%00.0%Unchanged
Fifth Third Bancorp1,745$89.0K0.00%00.0%Unchanged
First Mercantile Trust Co1,700$87.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC1,710$87.0K0.01%+1,710New
Capital Directions Investment Advisors, LLC1,677$85.0K0.03%+1,677New
Community Bank, N.A.1,525$78.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton1,513$77.0K0.04%00.0%Unchanged
Column Capital Advisors, LLC1,373$70.0K0.01%00.0%Unchanged
NuWave Investment Management, LLC1,288$66.0K0.07%+1,288New
Baystate Wealth Management LLC1,262$64.0K0.01%+1,262New
Meeder Asset Management Inc1,192$61.0K0.00%+8+0.7%Added
First Command Bank1,185$60.0K0.01%00.0%Unchanged
First Command Financial Services, Inc.1,185$60.0K0.01%00.0%Unchanged
Sonora Investment Management, LLC1,113$57.0K0.01%00.0%Unchanged
Artemis Wealth Advisors, LLC1,125$57.0K0.01%00.0%Unchanged
Edge Wealth Management LLC1,074$55.0K0.01%+7+0.7%Added
JNBA Financial Advisors1,001$51.0K0.01%−504−33.5%Reduced
Pinnacle Bancorp, Inc.973$50.0K0.02%00.0%Unchanged
City Holding Co934$48.0K0.01%00.0%Unchanged
MCF Advisors LLC900$46.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp800$41.0K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA800$40.7K0.05%+500+166.7%Added
Cordasco Financial Network793$40.0K0.03%00.0%Unchanged
Exchange Traded Concepts, LLC781$40.0K0.00%+781New
Red Door Wealth Management, LLC797$40.0K0.02%+797New
Brewin Dolphin Wealth Management Ltd750$38.2K0.00%00.0%Unchanged
Altshuler Shaham Ltd750$38.0K0.00%+750New
Quadrant Capital Group LLC720$37.0K0.01%+86+13.6%Added
Strategic Blueprint, LLC703$36.0K0.01%+703New
Zions Bancorporation, N.A.686$35.0K0.00%00.0%Unchanged
Hudock, Inc.589$30.0K0.01%+1+0.2%Added
First Horizon Advisors, Inc.585$30.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.580$30.0K0.02%00.0%Unchanged
GoalVest Advisory LLC503$26.0K0.02%00.0%Unchanged
Lindbrook Capital, LLC503$26.0K0.01%+30+6.3%Added
Trustcore Financial Services, LLC511$26.0K0.00%+511New
CWM, LLC486$25.0K0.00%00.0%Unchanged
Smithfield Trust Co473$24.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc470$24.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC475$24.0K0.01%00.0%Unchanged
FFT Wealth Management LLC432$22.0K0.00%+432New
Holloway Wealth Management, LLC–$21.0K0.01%––
Sugarloaf Wealth Management, LLC352$18.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.351$18.0K0.00%+351New
Tradition Wealth Management, LLC350$18.0K0.00%+350New
Plante Moran Financial Advisors, LLC325$17.0K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC317$16.2K0.01%00.0%Unchanged
Evoke Wealth, LLC312$16.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB310$16.0K0.00%+33+11.9%Added
Emfo, LLC300$15.0K0.01%+300New
Bessemer Group Inc271$14.0K0.00%−54,057−99.5%Reduced
Delta Asset Management LLC275$14.0K0.00%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc246$11.0K0.00%+246New
Atlas Capital Advisors LLC186$9.48K0.00%00.0%Unchanged