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, Q4 2021
Institutional positions in Brookfield Asset Management Ltd. as of Dec 31, 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
- 734
- +84 vs. Q3 2021
- Shares held
- 1.01B
- +1.78M (+0.2%) vs. Q3 2021
- Total value
- $60.9B
- +$6.72B (+12.4%) vs. Q3 2021
- New holders
- 124
- 222 more added
- Sold out
- 40
- 227 more reduced
12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 629 | $67.0B |
| Q1 2026 | 633 | $65.9B |
| Q4 2025 | 633 | $78.1B |
| Q3 2025 | 589 | $85.2B |
| Q2 2025 | 606 | $82.7B |
| Q1 2025 | 590 | $72.1B |
| Q4 2024 | 571 | $16.1B |
| Q3 2024 | 551 | $14.0B |
| Q2 2024 | 529 | $11.3B |
| Q1 2024 | 488 | $11.6B |
| Q4 2023 | 479 | $10.8B |
| Q3 2023 | 451 | $8.78B |
| Q2 2023 | 456 | $8.60B |
| Q1 2023 | 465 | $8.43B |
| Q4 2022 | 456 | $7.09B |
| Q3 2022 | 685 | $41.6B |
| Q2 2022 | 714 | $44.7B |
| Q1 2022 | 730 | $56.7B |
| Q4 2021 | 734 | $60.9B |
| Q3 2021 | 662 | $54.2B |
| Q2 2021 | 630 | $50.4B |
| Q1 2021 | 600 | $43.9B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 130,336,513 | $7.87B | 30.68% | +6170.0% | Added |
| Royal Bank of Canada | 96,321,427 | $5.82B | 1.42% | −1,687,857−1.7% | Reduced |
| Bank of Montreal | 53,297,909 | $3.26B | 1.75% | −8,080,454−13.2% | Reduced |
| Vanguard Group Inc | 42,830,418 | $2.59B | 0.06% | +998,933+2.4% | Added |
| Principal Financial Group Inc | 38,487,044 | $2.31B | 1.38% | −1,341,047−3.4% | Reduced |
| FIL Ltd | 30,931,905 | $1.87B | 1.92% | +1,327,185+4.5% | Added |
| TD Asset Management Inc | 30,363,763 | $1.84B | 1.54% | −523,185−1.7% | Reduced |
| Jarislowsky, Fraser Ltd | 23,457,737 | $1.40B | 6.53% | −691,659−2.9% | Reduced |
| Mackenzie Financial Corp | 22,678,846 | $1.37B | 1.85% | −1,074,897−4.5% | Reduced |
| 1832 Asset Management L.P. | 22,245,656 | $1.36B | 2.40% | −638,758−2.8% | Reduced |
| Bank of Nova Scotia | 20,719,175 | $1.25B | 1.81% | +156,268+0.8% | Added |
| Manufacturers Life Insurance Company, The | 20,044,363 | $1.21B | 0.74% | −4,209,380−17.4% | Reduced |
| Capital World Investors | 19,732,888 | $1.19B | 0.19% | +406,898+2.1% | Added |
| Wellington Management Group LLP | 18,586,883 | $1.12B | 0.18% | +12,123,143+187.6% | Added |
| FMR LLC | 18,561,057 | $1.12B | 0.08% | +774,126+4.4% | Added |
| CIBC Asset Management Inc | 18,424,461 | $1.11B | 4.07% | −298,465−1.6% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 17,603,102 | $1.06B | 3.06% | +615,996+3.6% | Added |
| Capital International Investors | 16,994,620 | $1.03B | 0.22% | +20,677+0.1% | Added |
| First Manhattan Co | 16,856,637 | $1.02B | 3.35% | −151,544−0.9% | Reduced |
| Norges Bank | 13,421,506 | $810.8M | 0.17% | −197,022−1.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 13,247,332 | $798.2M | 4.56% | −873,395−6.2% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 13,127,979 | $792.7M | 4.60% | +7110.0% | Added |
| CIBC World Markets Inc. | 12,689,173 | $766.2M | 2.53% | +174,794+1.4% | Added |
| EdgePoint Investment Group Inc. | 11,679,989 | $703.3M | 5.37% | −1,449,457−11.0% | Reduced |
| Toronto Dominion Bank | 9,745,444 | $588.5M | 0.79% | +26,368+0.3% | Added |
| Neuberger Berman Group LLC | 9,415,096 | $567.6M | 0.45% | −392,373−4.0% | Reduced |
| Morgan Stanley | 8,734,254 | $527.4M | 0.07% | +109,228+1.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 8,715,741 | $526.3M | 6.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,111,527 | $489.8M | 3.29% | −268,243−3.2% | Reduced |
| Fiera Capital Corp | 6,620,240 | $399.8M | 0.94% | −830,691−11.1% | Reduced |
| Legal & General Group Plc | 6,580,593 | $398.0M | 0.12% | +70,117+1.1% | Added |
| Invesco Ltd. | 6,287,664 | $379.6M | 0.09% | −506,936−7.5% | Reduced |
| UBS Asset Management Americas Inc | 6,018,601 | $364.0M | 0.14% | +6,018,601 | New |
| Franklin Resources Inc | 5,873,590 | $355.0M | 0.13% | −147,727−2.5% | Reduced |
| Scotia Capital Inc. | 5,269,053 | $317.4M | 2.10% | +190,479+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,208,382 | $314.8M | 1.54% | −251,800−4.6% | Reduced |
| Alberta Investment Management Corp | 5,153,682 | $311.7M | 1.91% | +2,108,640+69.2% | Added |
| JPMorgan Chase & Co | 4,932,895 | $297.8M | 0.04% | −605,565−10.9% | Reduced |
| Bank of America Corp | 4,572,089 | $276.1M | 0.03% | +268,228+6.2% | Added |
| APG Asset Management N.V. | 5,126,816 | $272.6M | 0.46% | −420,533−7.6% | Reduced |
| TD Waterhouse Canada Inc. | 3,433,039 | $261.4M | 2.54% | +3,433,039 | New |
| Geode Capital Management, LLC | 3,874,046 | $233.6M | 0.03% | +537,954+16.1% | Added |
| Ci Investments Inc. | 3,791,307 | $228.9M | 0.79% | −722,369−16.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,780,870 | $228.7M | 0.49% | −5,831,460−60.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,793,710 | $228.4M | 2.26% | −8,481−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,416,151 | $206.3M | 0.13% | +191,545+5.9% | Added |
| Aristotle Capital Management, LLC | 3,300,294 | $201.8M | 0.34% | +206,233+6.7% | Added |
| Omers Administration Corp | 3,300,489 | $199.3M | 2.58% | −127,800−3.7% | Reduced |
| Agf Investments Inc. | 3,207,000 | $193.7M | 1.40% | +302,397+10.4% | Added |
| Broad Run Investment Management, LLC | 3,188,770 | $192.5M | 11.91% | +60,490+1.9% | Added |
| Guardian Capital LP | 3,100,598 | $187.5M | 3.62% | −521,346−14.4% | Reduced |
| Marathon Asset Mgmt Ltd | 3,087,914 | $186.9M | 2.32% | +729,655+30.9% | Added |
| Fenimore Asset Management Inc | 3,026,689 | $182.8M | 4.06% | −57,455−1.9% | Reduced |
| National Bank of Canada | 2,979,634 | $179.5M | 0.75% | +2,979,634 | New |
| Cooke & Bieler LP | 2,951,885 | $178.2M | 1.53% | −267,993−8.3% | Reduced |
| Novo Holdings A/S | 2,921,171 | $176.4M | 8.35% | −172,000−5.6% | Reduced |
| British Columbia Investment Management Corp | 2,901,516 | $175.4M | 0.99% | −67,253−2.3% | Reduced |
| Massachusetts Financial Services Co | 2,766,209 | $167.0M | 0.05% | +2,757+0.1% | Added |
| Timucuan Asset Management Inc | 2,663,642 | $160.8M | 5.90% | +4,381+0.2% | Added |
| Goldman Sachs Group Inc | 2,649,030 | $159.9M | 0.04% | −253,128−8.7% | Reduced |
| Addenda Capital Inc. | 2,093,220 | $159.9M | 6.86% | +2,620+0.1% | Added |
| Bamco Inc | 2,636,287 | $159.2M | 0.34% | +226,626+9.4% | Added |
| Price T Rowe Associates Inc | 2,544,243 | $153.6M | 0.01% | −2,151,459−45.8% | Reduced |
| Madison Asset Management, LLC | 2,409,401 | $145.5M | 1.91% | −146,076−5.7% | Reduced |
| Check Capital Management Inc | 2,322,326 | $140.2M | 11.02% | −33,250−1.4% | Reduced |
| Credit Suisse AG | 2,212,169 | $133.6M | 0.11% | +180,394+8.9% | Added |
| DekaBank Deutsche Girozentrale | 2,098,721 | $126.9M | 0.31% | +54,268+2.7% | Added |
| Horizon Kinetics Asset Management LLC | 2,078,135 | $125.5M | 2.78% | +64,059+3.2% | Added |
| Burgundy Asset Management Ltd. | 2,008,323 | $121.0M | 1.18% | −695,359−25.7% | Reduced |
| Montrusco Bolton Investments Inc. | 1,936,601 | $117.1M | 2.76% | −166,441−7.9% | Reduced |
| McDonald Capital Investors Inc | 1,784,733 | $107.8M | 7.56% | −36,135−2.0% | Reduced |
| Wells Fargo & Company | 1,784,069 | $107.7M | 0.03% | −385,269−17.8% | Reduced |
| M&G Investment Management Ltd | 1,785,994 | $107.2M | 0.77% | −6,218−0.3% | Reduced |
| Korea Investment CORP | 1,732,962 | $104.8M | 0.27% | +166,785+10.6% | Added |
| Eaton Vance Management | 1,674,211 | $101.1M | 0.12% | +99,312+6.3% | Added |
| State of Wisconsin Investment Board | 1,544,068 | $93.3M | 0.18% | −88,438−5.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,540,662 | $93.0M | 0.19% | +55,535+3.7% | Added |
| Bruni J V & Co | 1,520,564 | $91.8M | 11.33% | −11,268−0.7% | Reduced |
| Bank of New York Mellon Corp | 1,503,592 | $90.8M | 0.02% | +118,646+8.6% | Added |
| Deutsche Bank AG | 1,496,985 | $90.4M | 0.04% | −105,289−6.6% | Reduced |
| Cidel Asset Management Inc | 1,459,294 | $88.3M | 3.28% | +2,928+0.2% | Added |
| Stifel Financial Corp | 1,442,093 | $87.1M | 0.12% | +53,807+3.9% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 1,382,125 | $83.5M | 5.74% | −73,830−5.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 1,285,155 | $77.5M | 3.19% | +10,939+0.9% | Added |
| Cannell Peter B & Co Inc | 1,256,703 | $75.9M | 2.15% | +143,148+12.9% | Added |
| Credit Agricole S A | 1,225,000 | $74.0M | 2.48% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 1,217,629 | $73.5M | 0.98% | −13,471−1.1% | Reduced |
| Sather Financial Group Inc | 1,214,684 | $73.3M | 6.36% | +35,333+3.0% | Added |
| Intact Investment Management Inc. | 929,510 | $70.8M | 1.80% | −86,840−8.5% | Reduced |
| Schwartz Investment Counsel Inc | 1,148,797 | $69.4M | 2.69% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,144,756 | $69.1M | 0.41% | +1,144,756 | New |
| Nuveen Asset Management, LLC | 1,143,189 | $69.0M | 0.02% | +207,695+22.2% | Added |
| Raymond James & Associates | 1,083,905 | $65.4M | 0.05% | +72,317+7.1% | Added |
| Citigroup Inc | 1,059,866 | $64.1M | 0.06% | −188,676−15.1% | Reduced |
| UBS Group AG | 1,051,557 | $63.5M | 0.02% | +78,532+8.1% | Added |
| Credential Qtrade Securities Inc. | 1,036,896 | $62.6M | 4.23% | +43,289+4.4% | Added |
| Avalon Investment & Advisory | 1,027,497 | $62.0M | 1.53% | −76,354−6.9% | Reduced |
| New South Capital Management Inc | 1,011,519 | $61.1M | 2.03% | −15,707−1.5% | Reduced |
| Capital International Inc | 967,044 | $58.4M | 0.54% | +630,044+187.0% | Added |
| HughesLittle Investment Management Ltd. | 968,860 | $58.4M | 12.59% | 00.0% | Unchanged |