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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
Washington Trust Advisors, Inc.5,026$304.0K0.02%+5,026New
Oakworth Capital, Inc.5,083$307.0K0.03%00.0%Unchanged
Vestmark Advisory Solutions, Inc.5,087$307.0K0.02%+1,162+29.6%Added
Boston Private Wealth LLC5,107$309.0K0.01%−6,276−55.1%Reduced
CoreCap Advisors, LLC5,121$309.0K0.02%+5,121New
Brown Brothers Harriman & Co5,132$310.0K0.00%+1,071+26.4%Added
HM Payson & Co5,200$314.0K0.01%00.0%Unchanged
Bard Financial Services, Inc.5,195$314.0K0.03%00.0%Unchanged
Community Bank & Trust, Waco, Texas5,205$314.0K0.09%+1,330+34.3%Added
MBB Public Markets I LLC5,200$314.0K0.01%+5,200New
XTX Topco Ltd5,256$317.0K0.18%+5,256New
Forum Financial Management, LP5,250$317.0K0.02%+5,250New
Corient Capital Partners, LLC5,327$322.0K0.02%−122−2.2%Reduced
Cubic Asset Management, LLC5,400$326.0K0.07%00.0%Unchanged
Beacon Pointe Advisors, LLC5,391$326.0K0.01%+5,391New
Veritas Investment Management (UK) Ltd4,326$330.0K0.05%00.0%Unchanged
Cable Hill Partners, LLC5,500$332.0K0.07%−200−3.5%Reduced
Nwam LLC5,625$340.0K0.03%−253−4.3%Reduced
Turim 21 Investimentos Ltda.5,700$344.0K0.15%00.0%Unchanged
Pure Financial Advisors, Inc.5,730$346.0K0.02%−100−1.7%Reduced
NewEdge Wealth, LLC5,730$346.0K0.01%+5,730New
Autumn Glory Partners, LLC5,770$348.0K0.15%+5,770New
Nicholas Hoffman & Company, LLC.5,804$350.0K0.01%−34−0.6%Reduced
Advisors Asset Management, Inc.5,829$352.0K0.01%−631−9.8%Reduced
Fortis Advisors, LLC5,925$358.0K0.21%+1,925+48.1%Added
Guggenheim Capital LLC5,957$360.0K0.00%+766+14.8%Added
Veritas Investment Partners (UK) Ltd.6,000$362.0K0.01%00.0%Unchanged
Fort Washington Investment Advisors Inc6,081$367.0K0.00%−112−1.8%Reduced
Destination Wealth Management6,075$367.0K0.01%+6,075New
Gould Asset Management LLC6,095$368.0K0.10%−390−6.0%Reduced
Obermeyer Wood Investment Counsel, LLLP6,179$373.0K0.02%+550+9.8%Added
Dorsey & Whitney Trust CO LLC6,197$375.0K0.03%00.0%Unchanged
Levin Capital Strategies, L.P.6,343$383.0K0.04%−8,712−57.9%Reduced
Laurus Investment Counsel Inc.5,015$387.0K0.10%+1,650+49.0%Added
American Portfolios Advisors6,437$388.7K0.01%+1,268+24.5%Added
Intercontinental Wealth Advisors, LLC6,475$391.0K0.08%00.0%Unchanged
Swiss Life Asset Management Ltd6,518$394.7K0.01%−6,337−49.3%Reduced
Flagship Harbor Advisors, LLC6,537$395.0K0.04%+241+3.8%Added
D.A. Davidson & Co.6,610$399.0K0.00%00.0%Unchanged
Griffin Asset Management, Inc.6,614$399.0K0.05%+533+8.8%Added
Walker Asset Management, LLC6,735$407.0K0.36%+6,735New
Bokf, NA6,770$408.0K0.01%00.0%Unchanged
Enterprise Trust & Investment Co6,750$408.0K0.14%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA5,350$409.0K0.03%+5,350New
Buckingham Strategic Wealth, LLC6,794$410.0K0.01%−723−9.6%Reduced
Financial Architects, Inc6,829$412.0K0.06%−1,696−19.9%Reduced
Heartwood Wealth Advisors LLC6,875$415.0K0.06%+3,000+77.4%Added
Stephens Inc6,886$416.0K0.01%−3,300−32.4%Reduced
GWM Advisors LLC7,064$426.0K0.01%+2,679+61.1%Added
Bartlett & Co. Wealth Management LLC7,114$429.5K0.01%00.0%Unchanged
Bartlett & Co. LLC7,114$430.0K0.01%00.0%Unchanged
JustInvest LLC7,118$430.0K0.03%+2,088+41.5%Added
NEXT Financial Group, Inc7,170$433.0K0.03%00.0%Unchanged
Vivaldi Capital Management, LLC7,275$439.0K0.10%00.0%Unchanged
GYL Financial Synergies, LLC7,291$440.0K0.12%−2,250−23.6%Reduced
Park Avenue Securities LLC7,285$440.0K0.01%+725+11.1%Added
Frisch Financial Group, Inc.7,315$442.0K0.14%00.0%Unchanged
Voya Investment Management LLC7,314$442.0K0.00%+171+2.4%Added
Fortress Wealth Group, LLC7,765$442.0K0.33%+1,322+20.5%Added
Cerity Partners LLC7,336$443.0K0.01%+2,899+65.3%Added
Intersect Capital LLC7,363$445.0K0.08%00.0%Unchanged
Checchi Capital Advisers, LLC7,477$451.0K0.05%+307+4.3%Added
Value Partners Investments Inc.7,518$453.0K0.04%+882+13.3%Added
Susquehanna International Group, LLP7,559$456.0K0.00%−5,828−43.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,650$460.9K0.00%00.0%Unchanged
Cypress Capital Group7,664$463.0K0.06%+7,664New
AMG National Trust Bank7,688$464.0K0.01%−33−0.4%Reduced
Main Street Financial Solutions, LLC7,778$470.0K0.07%+7,778New
Cortland Associates Inc7,883$476.0K0.05%00.0%Unchanged
Bayesian Capital Management, LP7,992$483.0K0.15%−17,908−69.1%Reduced
Dixon Hubard Feinour & Brown Inc7,993$483.0K0.05%+7,993New
Independent Advisor Alliance8,094$489.0K0.02%−1,587−16.4%Reduced
Glenview Trust Co8,162$493.0K0.02%+8,162New
Astrantus Ltd8,380$506.0K0.38%+8,380New
Bailard, Inc.8,394$507.0K0.02%+136+1.6%Added
Boothbay Fund Management, LLC8,484$512.0K0.02%−10.0%Reduced
Financial Counselors Inc8,630$521.0K0.01%−88−1.0%Reduced
Rempart Asset Management Inc.8,700$525.0K0.10%00.0%Unchanged
Westwood Holdings Group Inc.8,750$528.0K0.00%+8,750New
Apexium Financial, LP8,940$540.0K0.28%00.0%Unchanged
Wolverine Trading, LLC8,920$540.0K0.01%+8,920New
4J Wealth Management LLC8,979$542.0K0.46%+1,519+20.4%Added
Meadow Creek Wealth Advisors LLC8,995$543.0K0.51%+8,995New
Arthur M. Cohen & Associates, LLC9,204$556.0K0.10%00.0%Unchanged
Willow Creek Wealth Management Inc.9,253$559.0K0.12%00.0%Unchanged
MML Investors Services, LLC9,299$561.0K0.00%−577−5.8%Reduced
Kraematon Investment Advisors, Inc9,322$563.0K0.50%+9,322New
Laurel Wealth Advisors, Inc.9,345$564.0K0.04%00.0%Unchanged
Skba Capital Management LLC9,370$566.0K0.11%00.0%Unchanged
Clifford Swan Investment Counsel LLC9,459$571.0K0.02%00.0%Unchanged
Wittenberg Investment Management, Inc.9,450$571.0K0.21%00.0%Unchanged
Financial Perspectives, Inc9,494$573.2K0.27%+9,494New
People's United Financial, Inc.9,554$577.0K0.01%−538−5.3%Reduced
YorkBridge Wealth Partners, LLC9,694$585.0K0.13%00.0%Unchanged
Cross Staff Investments Inc9,697$586.0K0.52%+9,697New
HB Wealth Management, LLC9,705$586.0K0.01%+9,705New
Spire Wealth Management9,727$587.0K0.01%+2,146+28.3%Added
Segment Wealth Management, LLC9,744$588.0K0.06%00.0%Unchanged
Paloma Partners Management Co9,800$592.0K0.02%+9,800New
Fisher Asset Management, LLC10,007$604.0K0.00%+150+1.5%Added