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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
Lagoda Investment Management, L.P.11,000$589.0K0.29%+300+2.8%Added
Virginia Retirement Systems Et Al10,800$579.0K0.01%+10,800New
Whittier Trust Co of Nevada Inc10,800$578.0K0.02%00.0%Unchanged
Meritage Portfolio Management10,754$575.0K0.03%00.0%Unchanged
Wolverine Asset Management LLC10,695$572.0K0.01%00.0%Unchanged
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
Mattern Wealth Management LLC10,622$568.0K0.19%+138+1.3%Added
Peapack Gladstone Financial Corp10,550$564.0K0.01%+700+7.1%Added
Belpointe Asset Management LLC10,202$546.0K0.04%+578+6.0%Added
Stephens Inc10,186$545.0K0.01%−2,316−18.5%Reduced
Garrison Point Advisors, LLC10,125$542.0K0.39%00.0%Unchanged
People's United Financial, Inc.10,092$540.0K0.01%+1,958+24.1%Added
MML Investors Services, LLC9,876$528.0K0.00%+3,087+45.5%Added
Fisher Asset Management, LLC9,857$527.0K0.00%−108−1.1%Reduced
PDT Partners, LLC9,800$524.0K0.04%−7,445−43.2%Reduced
Segment Wealth Management, LLC9,744$521.0K0.06%00.0%Unchanged
YorkBridge Wealth Partners, LLC9,694$519.0K0.13%−300−3.0%Reduced
Homrich & Berg9,705$519.0K0.01%00.0%Unchanged
Independent Advisor Alliance9,681$518.0K0.03%+1,626+20.2%Added
GYL Financial Synergies, LLC9,541$511.0K0.26%−5,186−35.2%Reduced
Wittenberg Investment Management, Inc.9,450$506.0K0.19%00.0%Unchanged
Vontobel Holding Ltd.9,372$502.0K0.00%+9,372New
Skba Capital Management LLC9,370$501.0K0.10%−100−1.1%Reduced
Laurel Wealth Advisors, Inc.9,345$500.0K0.09%−10.0%Reduced
Willow Creek Wealth Management Inc.9,253$495.0K0.11%00.0%Unchanged
Arthur M. Cohen & Associates, LLC9,204$493.0K0.10%00.0%Unchanged
Apexium Financial, LP8,940$478.0K0.28%00.0%Unchanged
Brewin Dolphin Ltd8,917$477.1K0.02%00.0%Unchanged
Citizens Financial Group Inc8,916$477.0K0.02%−26,494−74.8%Reduced
Financial Counselors Inc8,718$467.0K0.01%+3,205+58.1%Added
Rempart Asset Management Inc.8,700$466.0K0.10%−1,518−14.9%Reduced
Financial Architects, Inc8,525$456.0K0.07%+458+5.7%Added
Boothbay Fund Management, LLC8,485$454.0K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co8,384$449.0K0.00%+5,797+224.1%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
Cortland Associates Inc7,883$422.0K0.05%+24+0.3%Added
Arcus Capital Partners, LLC7,809$418.0K0.16%−1,248−13.8%Reduced
AXS Investments LLC7,809$418.0K0.16%+7,809New
AMG National Trust Bank7,721$413.0K0.01%+94+1.2%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,650$409.4K0.00%00.0%Unchanged
Spire Wealth Management7,581$406.0K0.01%+282+3.9%Added
Buckingham Strategic Wealth, LLC7,517$402.0K0.01%+116+1.6%Added
Hantz Financial Services, Inc.7,482$400.0K0.01%+5,043+206.8%Added
4J Wealth Management LLC7,460$399.0K0.35%−55−0.7%Reduced
Intersect Capital LLC7,363$394.0K0.07%00.0%Unchanged
Frisch Financial Group, Inc.7,315$391.0K0.13%−75−1.0%Reduced
Vivaldi Capital Management, LLC7,275$389.0K0.08%00.0%Unchanged
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
Voya Investment Management LLC7,143$383.0K0.00%+7,143New
Bartlett & Co. LLC7,114$381.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC7,114$380.7K0.01%00.0%Unchanged
J.W. Cole Advisors, Inc.7,075$379.0K0.03%+28+0.4%Added
Bokf, NA6,770$362.0K0.01%+6,770New
Enterprise Trust & Investment Co6,750$361.0K0.15%00.0%Unchanged
D.A. Davidson & Co.6,610$354.0K0.00%+696+11.8%Added
Value Partners Investments Inc.6,636$353.0K0.03%+846+14.6%Added
Park Avenue Securities LLC6,560$351.0K0.01%+394+6.4%Added
Gould Asset Management LLC6,485$347.0K0.11%+39+0.6%Added
Intercontinental Wealth Advisors, LLC6,475$346.0K0.08%−530−7.6%Reduced
Advisors Asset Management, Inc.6,460$346.0K0.01%+6,460New
Fortress Wealth Group, LLC6,443$345.0K0.30%+388+6.4%Added
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
Fort Washington Investment Advisors Inc6,193$331.0K0.00%00.0%Unchanged
Mercer Global Advisors Inc6,120$327.0K0.00%+6,120New
Griffin Asset Management, Inc.6,081$325.0K0.04%+825+15.7%Added
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
Nwam LLC5,878$315.0K0.03%−342−5.5%Reduced
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
Regentatlantic Capital LLC5,753$308.0K0.01%+1,155+25.1%Added
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
Obermeyer Wood Investment Counsel, LLLP5,629$301.0K0.02%00.0%Unchanged
Acadian Asset Management LLC5,602$299.0K0.00%−18,115−76.4%Reduced
Childress Capital Advisors, LLC5,541$296.0K0.12%+5,541New
Clarius Group, LLC5,519$295.0K0.03%+25+0.5%Added
Boston Financial Mangement LLC5,518$295.0K0.01%+411+8.0%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
Corient Capital Partners, LLC5,449$292.0K0.02%+20.0%Added
Derby & Company, Inc5,400$289.0K0.06%00.0%Unchanged
Cubic Asset Management, LLC5,400$289.0K0.07%00.0%Unchanged
Washington Trust Co5,358$287.0K0.01%+270+5.3%Added
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
Verity & Verity, LLC4,560$277.0K0.04%00.0%Unchanged
American Portfolios Advisors5,169$276.6K0.01%−1,999−27.9%Reduced
Oakworth Capital, Inc.5,083$272.0K0.03%+34+0.7%Added
JustInvest LLC5,030$269.0K0.02%+5,030New
Eudaimonia Partners, LLC4,986$267.0K0.05%+36+0.7%Added
M&T Bank Corp4,990$267.0K0.00%+266+5.6%Added
RMR Wealth Builders4,889$262.0K0.08%+609+14.2%Added