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Brookfield Asset Management Ltd.

BAM
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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.

Q4 2021 vs. Q3 2021

How the institutions holding Brookfield Asset Management Ltd. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of BAM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders66212734+84
Shares1.01B264.0K1.01B+1.78M (+0.2%)
Value$54.2B$14.1M$60.9B+$6.72B (+12.4%)

12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (124)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 124 by value.

Institutions new to BAM in Q4 2021
InstitutionSharesValue% of portfolio
UBS Asset Management Americas Inc6,018,601$364.0M0.14%
TD Waterhouse Canada Inc.3,433,039$261.4M2.54%
National Bank of Canada2,979,634$179.5M0.75%
Westfield Capital Management Co LP1,144,756$69.1M0.41%
Partners Capital Investment Group, LLP485,665$29.3M1.36%
Royal London Asset Management Ltd424,128$25.6M0.10%
CIBC World Markets Corp392,700$23.7M0.13%
Jackson Hill Advisors, LLC327,500$19.8M11.59%
Ervin Investment Management, LLC161,566$9.76M7.80%
Allspring Global Investments Holdings, LLC107,952$6.52M0.01%
Tobias Financial Advisors, Inc.96,013$5.80M0.46%
Parkwood LLC90,623$5.47M0.97%
LGT Fund Management Co Ltd.84,729$5.12M1.48%
Radnor Capital Management, LLC83,302$5.03M1.24%
Hendershot Investments Inc.79,178$4.78M0.73%
Kathleen S. Wright Associates Inc.79,154$4.78M3.52%
SIG North Trading, ULC75,354$4.53M1.15%
Baader Bank INC70,466$4.25M0.34%
St. James Investment Advisors, LLC63,123$3.81M2.82%
Guardian Wealth Management, Inc.54,217$3.27M3.15%
Wulff, Hansen & Co.47,948$2.90M2.50%
Phraction Management LLC41,646$2.52M1.52%
Carmel Capital Partners, LLC26,369$1.59M1.19%
Advanced Research Investment Solutions, LLC24,935$1.50M0.55%
Yousif Capital Management, LLC24,437$1.48M0.02%
Aigen Investment Management, LP22,391$1.30M0.08%
H. L. Ormond & Company, LLC21,842$1.23M1.44%
Lewis Capital Management, LLC20,285$1.23M1.28%
First Trust Advisors LP20,063$1.21M0.00%
Allianz Asset Management GmbH20,048$1.21M0.00%
Voloridge Investment Management, LLC15,432$932.0K0.01%
Empowered Funds, LLC12,464$753.0K0.08%
Ergoteles LLC11,989$724.0K0.03%
Firethorn Wealth Partners, LLC11,743$709.0K0.53%
Ashford Capital Management Inc11,700$706.0K0.07%
Crestwood Advisors Group LLC11,225$678.0K0.02%
First Pacific Financial10,531$636.0K0.31%
Next Capital Management LLC10,500$634.0K0.44%
Paloma Partners Management Co9,800$592.0K0.02%
Cross Staff Investments Inc9,697$586.0K0.52%
HB Wealth Management, LLC9,705$586.0K0.01%
Financial Perspectives, Inc9,494$573.2K0.27%
Kraematon Investment Advisors, Inc9,322$563.0K0.50%
Meadow Creek Wealth Advisors LLC8,995$543.0K0.51%
Wolverine Trading, LLC8,920$540.0K0.01%
Westwood Holdings Group Inc.8,750$528.0K0.00%
Astrantus Ltd8,380$506.0K0.38%
Glenview Trust Co8,162$493.0K0.02%
Dixon Hubard Feinour & Brown Inc7,993$483.0K0.05%
Main Street Financial Solutions, LLC7,778$470.0K0.07%
Cypress Capital Group7,664$463.0K0.06%
Lombard Odier Asset Management (Switzerland) SA5,350$409.0K0.03%
Walker Asset Management, LLC6,735$407.0K0.36%
Destination Wealth Management6,075$367.0K0.01%
Autumn Glory Partners, LLC5,770$348.0K0.15%
NewEdge Wealth, LLC5,730$346.0K0.01%
Beacon Pointe Advisors, LLC5,391$326.0K0.01%
XTX Topco Ltd5,256$317.0K0.18%
Forum Financial Management, LP5,250$317.0K0.02%
MBB Public Markets I LLC5,200$314.0K0.01%
CoreCap Advisors, LLC5,121$309.0K0.02%
Washington Trust Advisors, Inc.5,026$304.0K0.02%
Aj Wealth Strategies, LLC5,000$302.0K0.01%
Pembroke Management, LTD3,783$289.0K0.02%
Zullo Investment Group, Inc.4,700$284.0K0.15%
AIA Group Ltd4,675$282.0K0.01%
RE Dickinson Investment Advisors, LLC4,608$278.0K0.21%
CWS Financial Advisors, LLC4,536$274.0K0.10%
Hilltop Holdings Inc.4,408$266.0K0.03%
ASB Consultores, LLC4,137$250.0K0.12%
Stratos Wealth Partners, LTD.4,130$249.0K0.01%
Saybrook Capital3,965$239.0K0.06%
HighTower Trust Services, LTA3,918$237.0K0.02%
Cresset Asset Management, LLC3,929$237.0K0.00%
qPULA Trading Management LP3,900$235.0K0.42%
Wealthsimple Inc.3,766$228.0K0.01%
Garrison Bradford & Associates Inc3,700$223.0K0.20%
Blue Barn Wealth, LLC3,683$222.0K0.15%
EP Wealth Advisors, LLC3,664$221.0K0.01%
Ameritas Advisory Services, LLC3,644$220.0K0.01%
Brave Asset Management Inc3,600$217.0K0.06%
Chickasaw Capital Management LLC3,591$217.0K0.01%
Capital Investment Advisors, LLC3,568$215.0K0.01%
Pettinga Financial Advisors, LLC3,509$212.0K0.05%
Moloney Securities Asset Management, LLC3,515$212.0K0.04%
First National Bank Sioux Falls3,481$210.0K0.22%
Principle Wealth Partners LLC3,425$207.0K0.02%
Evanson Asset Management, LLC3,403$205.0K0.02%
MAI Capital Management3,384$204.0K0.00%
Omnia Family Wealth, LLC3,374$204.0K0.12%
Graypoint LLC3,376$204.0K0.02%
Burns J W & Co Inc3,367$203.0K0.03%
Carnegie Capital Asset Management, LLC3,357$203.0K0.01%
Umb Bank N A2,848$172.0K0.00%
Aquatic Capital Management LLC2,300$139.0K0.27%
Seldon Capital LP1,633$99.0K0.06%
Amplius Wealth Advisors, LLC1,610$97.0K0.01%
State of Wyoming1,336$81.0K0.04%
Elmwood Wealth Management, Inc.900$54.0K0.03%
Edmond de Rothschild Holding S.A.705$43.0K0.00%

Sold out (40)

Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of BAM in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace, LLP598,829$32.1M
AMP Capital Investors Ltd277,854$14.9M
Two Sigma Advisers, LP146,432$7.84M
Easterly Investment Partners LLC67,765$3.63M
Trexquant Investment LP63,469$3.40M
Y-Intercept (Hong Kong) Ltd55,852$2.99M
Susquehanna Fundamental Investments, LLC28,815$1.54M
University of Notre Dame du Lac20,279$1.08M
FJ Capital Management LLC19,000$1.00M
First Quadrant L P17,580$941.0K
Two Sigma Investments, LP15,453$827.0K
Dynamic Technology Lab Private Ltd14,375$769.0K
PDT Partners, LLC9,800$524.0K
Vontobel Holding Ltd.9,372$502.0K
Group One Trading, L.P.8,266$442.0K
AXS Investments LLC7,809$418.0K
J.W. Cole Advisors, Inc.7,075$379.0K
Karani Asset Management LLC6,000$321.0K
Childress Capital Advisors, LLC5,541$296.0K
Samson Rock Capital LLP4,126$221.0K
Schonfeld Strategic Advisors LLC4,100$219.0K
Ibex Wealth Advisors3,034$162.0K
Carderock Capital Management Inc1,912$102.0K
Capital Directions Investment Advisors, LLC1,677$90.0K
Cahill Financial Advisors Inc1,471$79.0K
MCF Advisors LLC900$48.0K
Altshuler Shaham Ltd695$37.0K
Bellwether Advisors, LLC406$21.0K
Glen Eagle Advisors, LLC317$17.0K
Meridian Wealth Partners, LLC197$10.0K
Kowal Investment Group, LLC153$8.00K
Sawyer & Company, Inc109$6.00K
Capital Advisory Group Advisory Services, LLC86$5.00K
Phoenix Wealth Advisors100$5.00K
Gerber Kawasaki Wealth & Investment Management40$2.00K
Founders Capital Management45$2.00K
Arrow Financial Corp20$1.00K
Joseph P. Lucia & Associates, LLC10$1.00K
Simon Quick Advisors, LLC17$0
Global Retirement Partners, LLC3$0

Not filed for Q4 2021 yet (12)

Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.122,332$6.55M
Weather Gauge Advisory, LLC106,799$5.71M
Homrich & Berg9,705$519.0K
Old Dominion Capital Management Inc7,173$384.0K
Derby & Company, Inc5,400$289.0K
Eudaimonia Partners, LLC4,986$267.0K
Mid Atlantic Financial Management Inc3,807$204.0K
First Mercantile Trust Co1,640$88.0K
Sonora Investment Management, LLC1,113$60.0K
Wealth Quarterback LLC657$30.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$16.0K
Berman Capital Advisors, LLC132$7.00K