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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 5,873,590 | $355.0M | 0.13% | −147,727−2.5% | Reduced |
| UBS Asset Management Americas Inc | 6,018,601 | $364.0M | 0.14% | +6,018,601 | New |
| Invesco Ltd. | 6,287,664 | $379.6M | 0.09% | −506,936−7.5% | Reduced |
| Legal & General Group Plc | 6,580,593 | $398.0M | 0.12% | +70,117+1.1% | Added |
| Fiera Capital Corp | 6,620,240 | $399.8M | 0.94% | −830,691−11.1% | Reduced |
| Davenport & Co LLC | 8,111,527 | $489.8M | 3.29% | −268,243−3.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,715,741 | $526.3M | 6.02% | 00.0% | Unchanged |
| Morgan Stanley | 8,734,254 | $527.4M | 0.07% | +109,228+1.3% | Added |
| Neuberger Berman Group LLC | 9,415,096 | $567.6M | 0.45% | −392,373−4.0% | Reduced |
| Toronto Dominion Bank | 9,745,444 | $588.5M | 0.79% | +26,368+0.3% | Added |
| EdgePoint Investment Group Inc. | 11,679,989 | $703.3M | 5.37% | −1,449,457−11.0% | Reduced |
| CIBC World Markets Inc. | 12,689,173 | $766.2M | 2.53% | +174,794+1.4% | Added |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 13,127,979 | $792.7M | 4.60% | +7110.0% | Added |
| Beutel, Goodman & Co Ltd. | 13,247,332 | $798.2M | 4.56% | −873,395−6.2% | Reduced |
| Norges Bank | 13,421,506 | $810.8M | 0.17% | −197,022−1.4% | Reduced |
| First Manhattan Co | 16,856,637 | $1.02B | 3.35% | −151,544−0.9% | Reduced |
| Capital International Investors | 16,994,620 | $1.03B | 0.22% | +20,677+0.1% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 17,603,102 | $1.06B | 3.06% | +615,996+3.6% | Added |
| CIBC Asset Management Inc | 18,424,461 | $1.11B | 4.07% | −298,465−1.6% | Reduced |
| FMR LLC | 18,561,057 | $1.12B | 0.08% | +774,126+4.4% | Added |
| Wellington Management Group LLP | 18,586,883 | $1.12B | 0.18% | +12,123,143+187.6% | Added |
| Capital World Investors | 19,732,888 | $1.19B | 0.19% | +406,898+2.1% | Added |
| Manufacturers Life Insurance Company, The | 20,044,363 | $1.21B | 0.74% | −4,209,380−17.4% | Reduced |
| Bank of Nova Scotia | 20,719,175 | $1.25B | 1.81% | +156,268+0.8% | Added |
| 1832 Asset Management L.P. | 22,245,656 | $1.36B | 2.40% | −638,758−2.8% | Reduced |
| Mackenzie Financial Corp | 22,678,846 | $1.37B | 1.85% | −1,074,897−4.5% | Reduced |
| Jarislowsky, Fraser Ltd | 23,457,737 | $1.40B | 6.53% | −691,659−2.9% | Reduced |
| TD Asset Management Inc | 30,363,763 | $1.84B | 1.54% | −523,185−1.7% | Reduced |
| FIL Ltd | 30,931,905 | $1.87B | 1.92% | +1,327,185+4.5% | Added |
| Principal Financial Group Inc | 38,487,044 | $2.31B | 1.38% | −1,341,047−3.4% | Reduced |
| Vanguard Group Inc | 42,830,418 | $2.59B | 0.06% | +998,933+2.4% | Added |
| Bank of Montreal | 53,297,909 | $3.26B | 1.75% | −8,080,454−13.2% | Reduced |
| Royal Bank of Canada | 96,321,427 | $5.82B | 1.42% | −1,687,857−1.7% | Reduced |
| Brookfield Asset Management Inc. | 130,336,513 | $7.87B | 30.68% | +6170.0% | Added |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −598,829−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −277,854−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −146,432−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −67,765−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −63,469−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −55,852−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −28,815−100.0% | Sold out |
| University of Notre Dame du Lac | 0 | $0 | 0.00% | −20,279−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −17,580−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −15,453−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,375−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −9,372−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,266−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −7,809−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Karani Asset Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −5,541−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −4,126−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −3,034−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −1,912−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Weather Gauge Advisory, LLC | – | – | – | – | Not filed |
| Homrich & Berg | – | – | – | – | Not filed |
| Old Dominion Capital Management Inc | – | – | – | – | Not filed |
| Derby & Company, Inc | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |