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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, Q3 2021

Institutional positions in Brookfield Asset Management Ltd. as of Sep 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
662
+44 vs. Q2 2021
Shares held
1.01B
+159.4M (+18.8%) vs. Q2 2021
Total value
$54.2B
+$10.6B (+24.2%) vs. Q2 2021
New holders
77
274 more added
Sold out
33
178 more reduced

12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 662 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 heldQ3 2021: $54.2B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q2 2021.

Institutions holding BAM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC3$00.00%−135−97.8%Reduced
Simon Quick Advisors, LLC17$00.00%+17New
Nisa Investment Advisors, LLC9$00.00%+9New
HighMark Wealth Management LLC1$00.00%+1New
Total Clarity Wealth Management, Inc.3$00.00%+3New
Exane Derivatives1$540.00%00.0%Unchanged
Prestige Wealth Management Group LLC25$1.00K0.00%00.0%Unchanged
NFJ Investment Group, LLC13$1.00K0.00%00.0%Unchanged
Arrow Financial Corp20$1.00K0.00%+20New
Syverson Strege & Co12$1.00K0.00%+12New
Bedel Financial Consulting, Inc.24$1.00K0.00%+24New
Sound Income Strategies, LLC11$1.00K0.00%+11New
Joseph P. Lucia & Associates, LLC10$1.00K0.00%+10New
Sittner & Nelson, LLC18$1.00K0.00%+18New
Bell Investment Advisors, Inc15$1.00K0.00%+15New
Creative Financial Designs Inc45$2.00K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC37$2.00K0.00%+9+32.1%Added
Gerber Kawasaki Wealth & Investment Management40$2.00K0.00%+40New
Founders Capital Management45$2.00K0.00%+45New
AdvisorNet Financial, Inc55$3.00K0.00%−415−88.3%Reduced
St. Johns Investment Management Company, LLC55$3.00K0.00%00.0%Unchanged
Logan Capital Management Inc84$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.70$4.00K0.00%00.0%Unchanged
Bogart Wealth, LLC68$4.00K0.00%+68New
Ellis Investment Partners, LLC112$5.00K0.00%00.0%Unchanged
Phoenix Wealth Advisors100$5.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.101$5.00K0.00%+14+16.1%Added
Capital Advisory Group Advisory Services, LLC86$5.00K0.00%+73+561.5%Added
Highlander Capital Management, LLC90$5.00K0.00%+90New
Capital Analysts, LLC91$5.00K0.00%+91New
Truvestments Capital LLC86$5.00K0.00%+86New
RWM Asset Management, LLC102$5.00K0.00%+102New
Bellevue Asset Management, LLC117$6.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC117$6.00K0.00%+42+56.0%Added
BerganKDV Wealth Management, LLC106$6.00K0.00%+106New
Sawyer & Company, Inc109$6.00K0.00%+109New
Endurance Wealth Management, Inc.138$7.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC127$7.00K0.01%00.0%Unchanged
Berman Capital Advisors, LLC132$7.00K0.00%+41+45.1%Added
McIlrath & Eck, LLC134$7.00K0.00%+134New
Charter Oak Capital Management, LLC122$7.00K0.00%+122New
Bourgeon Capital Management LLC150$8.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC141$8.00K0.00%+141New
Kowal Investment Group, LLC153$8.00K0.00%+153New
Earnest Partners LLC177$9.00K0.00%00.0%Unchanged
North Star Investment Management Corp.168$9.00K0.00%+18+12.0%Added
Atlas Capital Advisors LLC186$9.95K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC197$10.0K0.00%+197New
Orion Capital Management LLC208$11.0K0.01%+208New
Strategic Asset Management, LLC200$11.0K0.02%+200New
Cribstone Capital Management, LLC240$13.0K0.01%+240New
Koshinski Asset Management, Inc.270$14.4K0.00%+270New
Evoke Wealth, LLC311$16.0K0.00%−1−0.3%Reduced
Emfo, LLC300$16.0K0.01%00.0%Unchanged
Parallel Advisors, LLC303$16.0K0.00%+216+248.3%Added
Mascoma Wealth Management LLC300$16.0K0.01%+300New
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$16.0K0.02%−500−62.5%Reduced
Glen Eagle Advisors, LLC317$17.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB314$17.0K0.00%+4+1.3%Added
Sugarloaf Wealth Management, LLC352$19.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.351$19.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC361$19.0K0.00%+11+3.1%Added
Bellwether Advisors, LLC406$21.0K0.01%+406New
Holloway Wealth Management, LLC–$22.0K0.01%––
Ravenstone Capital Management Inc.435$23.1K0.02%+435New
HHM Wealth Advisors, LLC475$25.0K0.01%00.0%Unchanged
City Holding Co488$26.0K0.00%−446−47.8%Reduced
Smithfield Trust Co473$26.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC511$27.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC503$27.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)540$29.0K0.00%−5,313−90.8%Reduced
Wealth Quarterback LLC657$30.0K0.02%+657New
Hudock, Inc.592$31.0K0.01%+3+0.5%Added
Carmichael Hill & Associates, Inc.580$31.0K0.02%00.0%Unchanged
First Horizon Advisors, Inc.621$33.0K0.00%+36+6.2%Added
Altshuler Shaham Ltd695$37.0K0.00%−55−7.3%Reduced
Zions Bancorporation, N.A.686$37.0K0.00%00.0%Unchanged
Brewin Dolphin Wealth Management Ltd750$40.1K0.00%00.0%Unchanged
Quadrant Capital Group LLC776$42.0K0.01%+56+7.8%Added
Toth Financial Advisory Corp800$43.0K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC796$43.0K0.00%+15+1.9%Added
MCF Advisors LLC900$48.0K0.00%00.0%Unchanged
Delta Asset Management LLC899$48.0K0.00%+624+226.9%Added
Pinnacle Bancorp, Inc.973$52.0K0.02%00.0%Unchanged
Cordasco Financial Network988$53.0K0.04%+195+24.6%Added
Edge Wealth Management LLC1,074$58.0K0.01%00.0%Unchanged
Sonora Investment Management, LLC1,113$60.0K0.01%00.0%Unchanged
Artemis Wealth Advisors, LLC1,125$60.0K0.01%00.0%Unchanged
First Command Bank1,185$63.0K0.01%00.0%Unchanged
First Command Financial Services, Inc.1,185$63.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC1,265$68.0K0.01%+3+0.2%Added
Meeder Asset Management Inc1,285$69.0K0.00%+93+7.8%Added
Huntington National Bank1,342$72.0K0.00%+1,341+134,100.0%Added
Column Capital Advisors, LLC1,373$73.0K0.02%00.0%Unchanged
Cahill Financial Advisors Inc1,471$79.0K0.02%+1,471New
Rosenberg Matthew Hamilton1,513$81.0K0.03%00.0%Unchanged
Community Bank, N.A.1,528$82.0K0.01%+3+0.2%Added
NN Investment Partners Holdings N.V.1,554$83.0K0.00%−290,617−99.5%Reduced
First Mercantile Trust Co1,640$88.0K0.01%−60−3.5%Reduced
Capital Directions Investment Advisors, LLC1,677$90.0K0.03%00.0%Unchanged