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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 1,185 | $72.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,259 | $76.0K | 0.00% | −1,026−44.9% | Reduced |
| Baystate Wealth Management LLC | 1,267 | $77.0K | 0.01% | +2+0.2% | Added |
| Meeder Asset Management Inc | 1,336 | $81.0K | 0.01% | +51+4.0% | Added |
| State of Wyoming | 1,336 | $81.0K | 0.04% | +1,336 | New |
| Rosenberg Matthew Hamilton | 1,513 | $91.0K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,528 | $92.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,610 | $97.0K | 0.01% | +1,610 | New |
| Fifth Third Bancorp | 1,621 | $98.0K | 0.00% | −234−12.6% | Reduced |
| Seldon Capital LP | 1,633 | $99.0K | 0.06% | +1,633 | New |
| Huntington National Bank | 1,718 | $104.0K | 0.00% | +376+28.0% | Added |
| Washington Trust Co | 1,826 | $110.0K | 0.00% | −3,532−65.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,831 | $111.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,925 | $116.0K | 0.08% | −2,921−60.3% | Reduced |
| Freedman Financial Associates, Inc. | 1,944 | $117.0K | 0.08% | −600−23.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,008 | $121.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,000 | $121.0K | 0.03% | +3+0.2% | Added |
| Centaurus Financial, Inc. | 2,259 | $136.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $139.0K | 0.27% | +2,300 | New |
| BDO Wealth Advisors, LLC | 2,500 | $151.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 2,697 | $163.0K | 0.01% | −6,220−69.8% | Reduced |
| Carroll Financial Associates, Inc. | 2,730 | $166.0K | 0.01% | +109+4.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,853 | $172.0K | 0.03% | +825+40.7% | Added |
| Umb Bank N A | 2,848 | $172.0K | 0.00% | +2,848 | New |
| Proequities, Inc. | 3,007 | $182.0K | 0.01% | −40−1.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,109 | $188.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,282 | $198.0K | 0.00% | +2,742+507.8% | Added |
| Burns J W & Co Inc | 3,367 | $203.0K | 0.03% | +3,367 | New |
| Carnegie Capital Asset Management, LLC | 3,357 | $203.0K | 0.01% | +3,357 | New |
| Thompson Siegel & Walmsley LLC | 3,375 | $204.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,384 | $204.0K | 0.00% | +3,384 | New |
| Omnia Family Wealth, LLC | 3,374 | $204.0K | 0.12% | +3,374 | New |
| Graypoint LLC | 3,376 | $204.0K | 0.02% | +3,376 | New |
| Evanson Asset Management, LLC | 3,403 | $205.0K | 0.02% | +3,403 | New |
| Principle Wealth Partners LLC | 3,425 | $207.0K | 0.02% | +3,425 | New |
| Vident Investment Advisory, LLC | 3,437 | $208.0K | 0.01% | −1,390−28.8% | Reduced |
| First National Bank Sioux Falls | 3,481 | $210.0K | 0.22% | +3,481 | New |
| Pettinga Financial Advisors, LLC | 3,509 | $212.0K | 0.05% | +3,509 | New |
| Moloney Securities Asset Management, LLC | 3,515 | $212.0K | 0.04% | +3,515 | New |
| Pin Oak Investment Advisors Inc | 3,549 | $214.0K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,568 | $215.0K | 0.01% | +3,568 | New |
| Reynders McVeigh Capital Management, LLC | 3,577 | $216.0K | 0.01% | −864−19.5% | Reduced |
| Brave Asset Management Inc | 3,600 | $217.0K | 0.06% | +3,600 | New |
| Chickasaw Capital Management LLC | 3,591 | $217.0K | 0.01% | +3,591 | New |
| Ameritas Advisory Services, LLC | 3,644 | $220.0K | 0.01% | +3,644 | New |
| EP Wealth Advisors, LLC | 3,664 | $221.0K | 0.01% | +3,664 | New |
| Harbour Investments, Inc. | 3,680 | $222.0K | 0.01% | −408−10.0% | Reduced |
| Blue Barn Wealth, LLC | 3,683 | $222.0K | 0.15% | +3,683 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,694 | $223.0K | 0.00% | −105−2.8% | Reduced |
| Garrison Bradford & Associates Inc | 3,700 | $223.0K | 0.20% | +3,700 | New |
| Citizens Financial Group Inc | 3,749 | $226.0K | 0.01% | −5,167−58.0% | Reduced |
| Prospera Financial Services Inc | 3,750 | $226.0K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,760 | $227.0K | 0.06% | 00.0% | Unchanged |
| Wealthsimple Inc. | 3,766 | $228.0K | 0.01% | +3,766 | New |
| BTR Capital Management Inc | 3,795 | $229.0K | 0.03% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 3,802 | $230.0K | 0.11% | 00.0% | Unchanged |
| qPULA Trading Management LP | 3,900 | $235.0K | 0.42% | +3,900 | New |
| Regentatlantic Capital LLC | 3,918 | $237.0K | 0.01% | −1,835−31.9% | Reduced |
| HighTower Trust Services, LTA | 3,918 | $237.0K | 0.02% | +3,918 | New |
| Cresset Asset Management, LLC | 3,929 | $237.0K | 0.00% | +3,929 | New |
| Glassman Wealth Services | 3,951 | $239.0K | 0.04% | +241+6.5% | Added |
| Saybrook Capital | 3,965 | $239.0K | 0.06% | +3,965 | New |
| Valeo Financial Advisors, LLC | 3,974 | $240.0K | 0.01% | +2+0.1% | Added |
| Stratos Wealth Partners, LTD. | 4,130 | $249.0K | 0.01% | +4,130 | New |
| IHT Wealth Management, LLC | 4,139 | $250.0K | 0.02% | −149−3.5% | Reduced |
| ASB Consultores, LLC | 4,137 | $250.0K | 0.12% | +4,137 | New |
| Fayez Sarofim & Co | 4,177 | $252.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,196 | $253.0K | 0.01% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,186 | $253.0K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,205 | $254.0K | 0.16% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,215 | $255.0K | 0.06% | −10−0.2% | Reduced |
| Pinnacle Associates Ltd | 4,326 | $261.0K | 0.00% | −421−8.9% | Reduced |
| Hilltop Holdings Inc. | 4,408 | $266.0K | 0.03% | +4,408 | New |
| Clarius Group, LLC | 4,446 | $268.0K | 0.02% | −1,073−19.4% | Reduced |
| Wakefield Asset Management LLLP | 4,447 | $269.0K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,458 | $269.0K | 0.01% | +442+11.0% | Added |
| Joel Isaacson & Co., LLC | 4,471 | $270.0K | 0.02% | −10.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,473 | $270.0K | 0.08% | +666+17.5% | Added |
| Dana Investment Advisors, Inc. | 4,500 | $272.0K | 0.01% | 00.0% | Unchanged |
| Capital One Financial Corp | 4,537 | $274.0K | 0.03% | −1,663−26.8% | Reduced |
| CWS Financial Advisors, LLC | 4,536 | $274.0K | 0.10% | +4,536 | New |
| Verity & Verity, LLC | 4,560 | $275.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,589 | $277.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 4,608 | $278.0K | 0.21% | +4,608 | New |
| Macquarie Group Ltd | 4,654 | $281.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,662 | $281.0K | 0.01% | +597+14.7% | Added |
| Covington Capital Management | 4,677 | $282.0K | 0.01% | −196−4.0% | Reduced |
| AIA Group Ltd | 4,675 | $282.0K | 0.01% | +4,675 | New |
| Galvin, Gaustad & Stein, LLC | 4,711 | $284.0K | 0.02% | +184+4.1% | Added |
| Zullo Investment Group, Inc. | 4,700 | $284.0K | 0.15% | +4,700 | New |
| Commerce Bank | 4,712 | $285.0K | 0.00% | +925+24.4% | Added |
| 55I, LLC | 4,731 | $286.0K | 0.01% | −40−0.8% | Reduced |
| National Asset Management, Inc. | 4,722 | $286.0K | 0.01% | −8−0.2% | Reduced |
| Lincoln National Corp | 4,762 | $288.0K | 0.01% | +442+10.2% | Added |
| Pembroke Management, LTD | 3,783 | $289.0K | 0.02% | +3,783 | New |
| RMR Wealth Builders | 4,899 | $296.0K | 0.09% | +10+0.2% | Added |
| Mercer Global Advisors Inc | 4,920 | $297.0K | 0.00% | −1,200−19.6% | Reduced |
| Boston Financial Mangement LLC | 4,957 | $299.0K | 0.01% | −561−10.2% | Reduced |
| Kovack Advisors, Inc. | 4,986 | $301.0K | 0.03% | −511−9.3% | Reduced |
| Aj Wealth Strategies, LLC | 5,000 | $302.0K | 0.01% | +5,000 | New |