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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, 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.

Institutional holdersQ4 2021: 734 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 heldQ4 2021: $60.9B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q3 2021.

Institutions holding BAM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nisa Investment Advisors, LLC9$00.00%00.0%Unchanged
HighMark Wealth Management LLC1$00.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.3$00.00%00.0%Unchanged
JJJ Advisors Inc.3$00.00%+3New
Exane Derivatives1$600.00%00.0%Unchanged
Syverson Strege & Co12$1.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.24$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC11$1.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC18$1.00K0.00%00.0%Unchanged
NFJ Investment Group, LLC13$1.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc13$1.00K0.00%−2−13.3%Reduced
Reilly Financial Advisors, LLC37$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC25$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC28$2.00K0.00%+28New
Sofos Investments, Inc.60$2.00K0.00%+60New
Lloyd Advisory Services, LLC.32$2.00K0.00%+32New
St. Johns Investment Management Company, LLC55$3.00K0.00%00.0%Unchanged
Creative Financial Designs Inc45$3.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc52$3.00K0.00%+52New
Bogart Wealth, LLC68$4.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP72$4.00K0.00%+72New
Gemmer Asset Management LLC75$5.00K0.00%−42−35.9%Reduced
Highlander Capital Management, LLC90$5.00K0.00%00.0%Unchanged
Capital Analysts, LLC91$5.00K0.00%00.0%Unchanged
Truvestments Capital LLC86$5.00K0.00%00.0%Unchanged
Logan Capital Management Inc84$5.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC106$6.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.101$6.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC112$6.00K0.00%00.0%Unchanged
RWM Asset Management, LLC102$6.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC122$7.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC115$7.00K0.00%−2−1.7%Reduced
Financial Management Professionals, Inc.110$7.00K0.00%+40+57.1%Added
Endurance Wealth Management, Inc.138$8.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC127$8.00K0.01%00.0%Unchanged
McIlrath & Eck, LLC134$8.00K0.00%00.0%Unchanged
Allworth Financial LP138$8.00K0.00%+138New
Earnest Partners LLC142$9.00K0.00%−35−19.8%Reduced
Bourgeon Capital Management LLC150$9.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC141$9.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc151$9.00K0.00%+96+174.5%Added
Plante Moran Financial Advisors, LLC157$9.00K0.00%+157New
North Star Investment Management Corp.168$10.0K0.00%00.0%Unchanged
Kelly Financial Services LLC174$10.5K0.00%+174New
Artemis Wealth Advisors, LLC189$11.0K0.00%−936−83.2%Reduced
Atlas Capital Advisors LLC186$11.2K0.00%00.0%Unchanged
Snowden Capital Advisors LLC204$12.0K0.00%−27,882−99.3%Reduced
Ahrens Investment Partners LLC200$12.0K0.01%+200New
Ravenstone Capital Management Inc.214$12.9K0.01%−221−50.8%Reduced
Orion Capital Management LLC208$13.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC227$13.0K0.00%+227New
Beaird Harris Wealth Management, LLC222$13.0K0.00%+222New
Cribstone Capital Management, LLC240$14.0K0.01%00.0%Unchanged
Chilton Capital Management LLC235$14.0K0.00%+235New
Sierra Capital LLC249$15.0K0.00%+249New
Koshinski Asset Management, Inc.270$16.3K0.00%00.0%Unchanged
Mascoma Wealth Management LLC300$18.0K0.01%00.0%Unchanged
Emfo, LLC300$18.0K0.02%00.0%Unchanged
SJS Investment Consulting Inc.297$18.0K0.01%+297New
Evoke Wealth, LLC312$19.0K0.00%+1+0.3%Added
Paragon Capital Management Ltd309$19.0K0.00%+309New
Sugarloaf Wealth Management, LLC352$21.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.351$21.0K0.00%00.0%Unchanged
Parallel Advisors, LLC342$21.0K0.00%+39+12.9%Added
Quent Capital, LLC345$21.0K0.00%+345New
Tradition Wealth Management, LLC361$22.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC375$23.0K0.00%+375New
Western Pacific Wealth Management, LP391$23.0K0.01%+391New
Holloway Wealth Management, LLC–$25.0K0.01%––
Lindbrook Capital, LLC423$26.0K0.00%−80−15.9%Reduced
Massmutual Trust Co FSB435$26.0K0.00%+121+38.5%Added
Disciplined Investments, LLC425$26.0K0.01%+425New
City Holding Co488$27.0K0.00%00.0%Unchanged
Strategic Asset Management, LLC443$27.0K0.04%+243+121.5%Added
Smithfield Trust Co467$29.0K0.00%−6−1.3%Reduced
HHM Wealth Advisors, LLC475$29.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC511$31.0K0.00%00.0%Unchanged
Hudock, Inc.593$35.0K0.01%+1+0.2%Added
Carmichael Hill & Associates, Inc.580$35.0K0.02%00.0%Unchanged
First Horizon Advisors, Inc.621$37.0K0.00%00.0%Unchanged
South State Corp.622$38.0K0.00%+622New
Benjamin F. Edwards & Company, Inc.625$38.0K0.00%+625New
Signet Financial Management, LLC644$39.0K0.01%+644New
Zions Bancorporation, N.A.686$41.0K0.00%00.0%Unchanged
CWM, LLC680$41.0K0.00%+680New
Edmond de Rothschild Holding S.A.705$43.0K0.00%+705New
Brewin Dolphin Wealth Management Ltd750$45.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC754$46.0K0.00%−42−5.3%Reduced
Toth Financial Advisory Corp800$48.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC852$51.0K0.01%+76+9.8%Added
Delta Asset Management LLC899$54.0K0.00%00.0%Unchanged
Elmwood Wealth Management, Inc.900$54.0K0.03%+900New
Pinnacle Bancorp, Inc.973$59.0K0.02%00.0%Unchanged
Cordasco Financial Network988$60.0K0.04%00.0%Unchanged
First Command Bank1,185$63.0K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA1,081$65.3K0.00%−3,116−74.2%Reduced
JNBA Financial Advisors1,117$67.0K0.01%−759−40.5%Reduced
Vigilant Capital Management, LLC1,110$67.0K0.00%−600−35.1%Reduced
Column Capital Advisors, LLC1,182$71.0K0.01%−191−13.9%Reduced
Edge Wealth Management LLC1,164$71.0K0.01%+90+8.4%Added