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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
Vigilant Capital Management, LLC1,710$92.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.1,831$98.0K0.02%00.0%Unchanged
Fifth Third Bancorp1,855$99.0K0.00%+110+6.3%Added
JNBA Financial Advisors1,876$100.0K0.01%+875+87.4%Added
Carderock Capital Management Inc1,912$102.0K0.03%+1,912New
GPS Wealth Strategies Group, LLC1,997$107.0K0.03%−181−8.3%Reduced
Harbor Investment Advisory, LLC2,008$107.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC2,028$109.0K0.02%00.0%Unchanged
Centaurus Financial, Inc.2,259$121.0K0.01%+9+0.4%Added
Bessemer Group Inc2,285$123.0K0.00%+2,014+743.2%Added
BDO Wealth Advisors, LLC2,500$134.0K0.01%−450−15.3%Reduced
Freedman Financial Associates, Inc.2,544$136.0K0.10%00.0%Unchanged
Carroll Financial Associates, Inc.2,621$140.0K0.01%+49+1.9%Added
Ibex Wealth Advisors3,034$162.0K0.03%+3,034New
Proequities, Inc.3,047$163.0K0.01%+1,173+62.6%Added
Graves-Light Private Wealth Management, Inc.3,109$166.0K0.03%00.0%Unchanged
Thompson Siegel & Walmsley LLC3,375$181.0K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc3,549$190.0K0.21%00.0%Unchanged
Glassman Wealth Services3,710$199.0K0.04%+134+3.7%Added
Prospera Financial Services Inc3,750$201.0K0.01%+3,750New
Inscription Capital, LLC3,760$201.0K0.06%+3,760New
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,799$203.0K0.00%00.0%Unchanged
BTR Capital Management Inc3,795$203.0K0.03%+3,795New
Commerce Bank3,787$203.0K0.00%+3,787New
American Trust Investment Advisors, LLC3,802$203.0K0.11%+3,802New
Global Wealth Management Investment Advisory, Inc.3,807$204.0K0.06%+705+22.7%Added
Mid Atlantic Financial Management Inc3,807$204.0K0.01%+3,807New
Community Bank & Trust, Waco, Texas3,875$207.0K0.07%+3,875New
Heartwood Wealth Advisors LLC3,875$207.0K0.03%+3,875New
Vestmark Advisory Solutions, Inc.3,925$210.0K0.01%−172−4.2%Reduced
Valeo Financial Advisors, LLC3,972$213.0K0.01%−768−16.2%Reduced
Fortis Advisors, LLC4,000$214.0K0.13%−500−11.1%Reduced
Brighton Jones LLC4,016$215.0K0.01%−193−4.6%Reduced
Wealthspire Advisors, LLC4,065$217.0K0.00%−3,287−44.7%Reduced
Brown Brothers Harriman & Co4,061$218.0K0.00%+2,236+122.5%Added
Harbour Investments, Inc.4,088$219.0K0.01%+181+4.6%Added
Schonfeld Strategic Advisors LLC4,100$219.0K0.00%+4,100New
Samson Rock Capital LLP4,126$221.0K0.14%+4,126New
Fayez Sarofim & Co4,177$224.0K0.00%00.0%Unchanged
WSFS Capital Management, LLC4,186$224.0K0.10%00.0%Unchanged
BNP Paribas Arbitrage, SA4,197$224.6K0.00%+4,197New
Signaturefd, LLC4,196$225.0K0.01%−6,398−60.4%Reduced
Addison Advisors LLC4,205$225.0K0.18%00.0%Unchanged
9258 Wealth Management, LLC4,225$226.0K0.06%+28+0.7%Added
Laurus Investment Counsel Inc.3,365$228.0K0.06%+3,365New
IHT Wealth Management, LLC4,288$229.0K0.02%−14−0.3%Reduced
Lincoln National Corp4,320$231.0K0.01%+27+0.6%Added
GWM Advisors LLC4,385$235.0K0.01%+4,385New
Cerity Partners LLC4,437$237.0K0.01%−215−4.6%Reduced
Wakefield Asset Management LLLP4,447$238.0K0.09%00.0%Unchanged
Reynders McVeigh Capital Management, LLC4,441$238.0K0.01%+149+3.5%Added
Joel Isaacson & Co., LLC4,472$239.0K0.02%00.0%Unchanged
Dana Investment Advisors, Inc.4,500$241.0K0.01%00.0%Unchanged
Galvin, Gaustad & Stein, LLC4,527$242.0K0.02%+9+0.2%Added
Sheaff Brock Investment Advisors, LLC4,589$245.0K0.02%+33+0.7%Added
Macquarie Group Ltd4,654$249.0K0.00%00.0%Unchanged
Pinnacle Associates Ltd4,747$254.0K0.00%00.0%Unchanged
National Asset Management, Inc.4,730$254.0K0.01%+403+9.3%Added
55I, LLC4,771$255.0K0.01%−31−0.6%Reduced
Vident Investment Advisory, LLC4,827$258.0K0.01%+341+7.6%Added
Eagle Bay Advisors LLC4,846$258.0K0.15%+2,996+161.9%Added
Covington Capital Management4,873$261.0K0.01%−3,767−43.6%Reduced
RMR Wealth Builders4,889$262.0K0.08%+609+14.2%Added
Eudaimonia Partners, LLC4,986$267.0K0.05%+36+0.7%Added
M&T Bank Corp4,990$267.0K0.00%+266+5.6%Added
JustInvest LLC5,030$269.0K0.02%+5,030New
Oakworth Capital, Inc.5,083$272.0K0.03%+34+0.7%Added
American Portfolios Advisors5,169$276.6K0.01%−1,999−27.9%Reduced
Verity & Verity, LLC4,560$277.0K0.04%00.0%Unchanged
HM Payson & Co5,200$278.0K0.01%00.0%Unchanged
Guggenheim Capital LLC5,191$278.0K0.00%+495+10.5%Added
Bard Financial Services, Inc.5,195$278.0K0.02%+615+13.4%Added
Washington Trust Co5,358$287.0K0.01%+270+5.3%Added
Derby & Company, Inc5,400$289.0K0.06%00.0%Unchanged
Cubic Asset Management, LLC5,400$289.0K0.07%00.0%Unchanged
Corient Capital Partners, LLC5,449$292.0K0.02%+20.0%Added
Kovack Advisors, Inc.5,497$294.0K0.03%+62+1.1%Added
Veritas Investment Management (UK) Ltd4,326$294.0K0.05%00.0%Unchanged
Clarius Group, LLC5,519$295.0K0.03%+25+0.5%Added
Boston Financial Mangement LLC5,518$295.0K0.01%+411+8.0%Added
Childress Capital Advisors, LLC5,541$296.0K0.12%+5,541New
Acadian Asset Management LLC5,602$299.0K0.00%−18,115−76.4%Reduced
Obermeyer Wood Investment Counsel, LLLP5,629$301.0K0.02%00.0%Unchanged
Cable Hill Partners, LLC5,700$305.0K0.07%00.0%Unchanged
Turim 21 Investimentos Ltda.5,700$305.0K0.14%+2,850+100.0%Added
Regentatlantic Capital LLC5,753$308.0K0.01%+1,155+25.1%Added
Nicholas Hoffman & Company, LLC.5,838$312.0K0.05%00.0%Unchanged
Pure Financial Advisors, Inc.5,830$312.0K0.02%+127+2.2%Added
Nwam LLC5,878$315.0K0.03%−342−5.5%Reduced
Flagship Harbor Advisors, LLC6,296$321.0K0.03%00.0%Unchanged
Karani Asset Management LLC6,000$321.0K0.16%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.6,000$321.0K0.01%00.0%Unchanged
Griffin Asset Management, Inc.6,081$325.0K0.04%+825+15.7%Added
Mercer Global Advisors Inc6,120$327.0K0.00%+6,120New
Fort Washington Investment Advisors Inc6,193$331.0K0.00%00.0%Unchanged
Capital One Financial Corp6,200$332.0K0.04%00.0%Unchanged
Dorsey & Whitney Trust CO LLC6,197$332.0K0.03%+1,400+29.2%Added
Fortress Wealth Group, LLC6,443$345.0K0.30%+388+6.4%Added
Intercontinental Wealth Advisors, LLC6,475$346.0K0.08%−530−7.6%Reduced
Advisors Asset Management, Inc.6,460$346.0K0.01%+6,460New