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.
Q3 2021 vs. Q2 2021
How the institutions holding Brookfield Asset Management Ltd. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 630 | 12 | 662 | +44 |
| Shares | 978.9M | 133.1M | 1.01B | +159.4M (+18.8%) |
| Value | $50.4B | $6.79B | $54.2B | +$10.6B (+24.2%) |
12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (77)
Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2021 but not at the end of Q2 2021.
Sold out (33)
Institutions that held Brookfield Asset Management Ltd. at the end of Q2 2021 and filed for Q3 2021 without it.
Not filed for Q3 2021 yet (12)
Institutions that held Brookfield Asset Management Ltd. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Partners Value Investments LP | 129,548,526 | $6.60B |
| Marathon Asset Management LLP | 2,916,112 | $149.0M |
| Pictet Asset Management Ltd | 505,790 | $25.8M |
| Pinnacle Wealth Advisors | 95,347 | $4.86M |
| Firethorn Wealth Partners, LLC | 11,730 | $598.0K |
| Bel Air Investment Advisors LLC | 9,774 | $498.0K |
| Coe Capital Management, LLC | 9,262 | $472.0K |
| CWS Financial Advisors, LLC | 4,536 | $231.0K |
| QS Investors, LLC | 3,781 | $204.0K |
| GoalVest Advisory LLC | 503 | $26.0K |
| CWM, LLC | 486 | $25.0K |
| First Horizon Corp | 36 | $1.00K |