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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
Gould Asset Management LLC6,485$347.0K0.11%+39+0.6%Added
Park Avenue Securities LLC6,560$351.0K0.01%+394+6.4%Added
Value Partners Investments Inc.6,636$353.0K0.03%+846+14.6%Added
D.A. Davidson & Co.6,610$354.0K0.00%+696+11.8%Added
Enterprise Trust & Investment Co6,750$361.0K0.15%00.0%Unchanged
Bokf, NA6,770$362.0K0.01%+6,770New
J.W. Cole Advisors, Inc.7,075$379.0K0.03%+28+0.4%Added
Bartlett & Co. Wealth Management LLC7,114$380.7K0.01%00.0%Unchanged
Bartlett & Co. LLC7,114$381.0K0.01%00.0%Unchanged
Voya Investment Management LLC7,143$383.0K0.00%+7,143New
Checchi Capital Advisers, LLC7,170$384.0K0.05%+89+1.3%Added
Old Dominion Capital Management Inc7,173$384.0K0.08%+720+11.2%Added
NEXT Financial Group, Inc7,170$384.0K0.03%+750+11.7%Added
Vivaldi Capital Management, LLC7,275$389.0K0.08%00.0%Unchanged
Frisch Financial Group, Inc.7,315$391.0K0.13%−75−1.0%Reduced
Intersect Capital LLC7,363$394.0K0.07%00.0%Unchanged
4J Wealth Management LLC7,460$399.0K0.35%−55−0.7%Reduced
Hantz Financial Services, Inc.7,482$400.0K0.01%+5,043+206.8%Added
Buckingham Strategic Wealth, LLC7,517$402.0K0.01%+116+1.6%Added
Spire Wealth Management7,581$406.0K0.01%+282+3.9%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,650$409.4K0.00%00.0%Unchanged
AMG National Trust Bank7,721$413.0K0.01%+94+1.2%Added
Arcus Capital Partners, LLC7,809$418.0K0.16%−1,248−13.8%Reduced
AXS Investments LLC7,809$418.0K0.16%+7,809New
Cortland Associates Inc7,883$422.0K0.05%+24+0.3%Added
Bailard, Inc.8,258$442.0K0.02%00.0%Unchanged
Group One Trading, L.P.8,266$442.0K0.01%+8,232+24,211.8%Added
Northwestern Mutual Wealth Management Co8,384$449.0K0.00%+5,797+224.1%Added
Boothbay Fund Management, LLC8,485$454.0K0.02%00.0%Unchanged
Financial Architects, Inc8,525$456.0K0.07%+458+5.7%Added
Rempart Asset Management Inc.8,700$466.0K0.10%−1,518−14.9%Reduced
Financial Counselors Inc8,718$467.0K0.01%+3,205+58.1%Added
Citizens Financial Group Inc8,916$477.0K0.02%−26,494−74.8%Reduced
Brewin Dolphin Ltd8,917$477.1K0.02%00.0%Unchanged
Apexium Financial, LP8,940$478.0K0.28%00.0%Unchanged
Arthur M. Cohen & Associates, LLC9,204$493.0K0.10%00.0%Unchanged
Willow Creek Wealth Management Inc.9,253$495.0K0.11%00.0%Unchanged
Laurel Wealth Advisors, Inc.9,345$500.0K0.09%−10.0%Reduced
Skba Capital Management LLC9,370$501.0K0.10%−100−1.1%Reduced
Vontobel Holding Ltd.9,372$502.0K0.00%+9,372New
Wittenberg Investment Management, Inc.9,450$506.0K0.19%00.0%Unchanged
GYL Financial Synergies, LLC9,541$511.0K0.26%−5,186−35.2%Reduced
Independent Advisor Alliance9,681$518.0K0.03%+1,626+20.2%Added
YorkBridge Wealth Partners, LLC9,694$519.0K0.13%−300−3.0%Reduced
Homrich & Berg9,705$519.0K0.01%00.0%Unchanged
Segment Wealth Management, LLC9,744$521.0K0.06%00.0%Unchanged
PDT Partners, LLC9,800$524.0K0.04%−7,445−43.2%Reduced
Fisher Asset Management, LLC9,857$527.0K0.00%−108−1.1%Reduced
MML Investors Services, LLC9,876$528.0K0.00%+3,087+45.5%Added
People's United Financial, Inc.10,092$540.0K0.01%+1,958+24.1%Added
Garrison Point Advisors, LLC10,125$542.0K0.39%00.0%Unchanged
Stephens Inc10,186$545.0K0.01%−2,316−18.5%Reduced
Belpointe Asset Management LLC10,202$546.0K0.04%+578+6.0%Added
Peapack Gladstone Financial Corp10,550$564.0K0.01%+700+7.1%Added
Mattern Wealth Management LLC10,622$568.0K0.19%+138+1.3%Added
Clifford Swan Investment Counsel LLC9,459$570.0K0.02%00.0%Unchanged
SG Americas Securities, LLC10,654$570.0K0.00%+8,672+437.5%Added
Wolverine Asset Management LLC10,695$572.0K0.01%00.0%Unchanged
Meritage Portfolio Management10,754$575.0K0.03%00.0%Unchanged
Whittier Trust Co of Nevada Inc10,800$578.0K0.02%00.0%Unchanged
Virginia Retirement Systems Et Al10,800$579.0K0.01%+10,800New
Lagoda Investment Management, L.P.11,000$589.0K0.29%+300+2.8%Added
Moors & Cabot, Inc.11,171$596.0K0.04%+754+7.2%Added
Claret Asset Management Corp11,167$598.0K0.10%−211−1.9%Reduced
Henshaw Capital LLC11,202$599.4K0.04%00.0%Unchanged
Ritholtz Wealth Management11,313$605.0K0.04%+1,439+14.6%Added
Boston Private Wealth LLC11,383$609.0K0.01%+4,065+55.5%Added
Integrated Wealth Concepts LLC11,463$613.0K0.02%+3,525+44.4%Added
We Are One Seven, LLC10,193$616.0K0.08%+194+1.9%Added
Cullen/Frost Bankers, Inc.11,534$617.0K0.01%+20.0%Added
Gulf International Bank (UK) Ltd11,923$638.0K0.01%−3,920−24.7%Reduced
Clearstead Advisors, LLC12,188$652.0K0.05%+9,132+298.8%Added
Kings Point Capital Management12,445$666.0K0.06%00.0%Unchanged
Avenir Corp12,500$669.0K0.06%00.0%Unchanged
Whittier Trust Co12,575$673.0K0.01%+1,832+17.1%Added
Raymond James Trust N.A.12,582$673.0K0.02%+2,638+26.5%Added
Occudo Quantitative Strategies LP12,684$679.0K0.08%+12,684New
Douglas Lane & Associates, LLC12,769$683.0K0.01%+169+1.3%Added
Crawford Investment Counsel Inc12,825$686.0K0.01%00.0%Unchanged
First Hawaiian Bank12,814$686.0K0.03%+43+0.3%Added
Swiss Life Asset Management Ltd12,855$687.6K0.01%+12,855New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,895$690.0K0.04%−100−0.8%Reduced
Private Advisor Group, LLC13,041$697.0K0.00%+5,568+74.5%Added
Cetera Investment Advisers13,176$705.0K0.01%−3,609−21.5%Reduced
IFP Advisors, Inc13,382$714.0K0.01%−225−1.7%Reduced
LVW Advisors, LLC13,344$714.0K0.12%00.0%Unchanged
Susquehanna International Group, LLP13,387$717.0K0.00%+7,597+131.2%Added
Geneos Wealth Management Inc.13,899$759.0K0.03%+933+7.2%Added
Veriti Management LLC14,212$760.0K0.11%−1,114−7.3%Reduced
Resonant Capital Advisors, LLC14,199$760.0K0.13%+4,615+48.2%Added
Blue Square Asset Management, LLC14,267$763.0K0.48%−1,958−12.1%Reduced
Dynamic Technology Lab Private Ltd14,375$769.0K0.09%−18,061−55.7%Reduced
Change Path, LLC14,470$774.0K0.05%+194+1.4%Added
CRA Financial Services, LLC15,045$805.0K0.27%+45+0.3%Added
Levin Capital Strategies, L.P.15,055$806.0K0.08%+97+0.6%Added
Two Sigma Investments, LP15,453$827.0K0.00%−551,430−97.3%Reduced
RMB Capital Management, LLC15,571$833.0K0.03%00.0%Unchanged
Fishman Jay A Ltd15,600$834.8K0.10%+1,275+8.9%Added
Roosevelt Investment Group LLC15,790$845.0K0.05%00.0%Unchanged
Gilbert & Cook, Inc.15,827$847.0K0.15%+374+2.4%Added