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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
Geneos Wealth Management Inc.12,969$783.0K0.03%−930−6.7%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,895$779.0K0.04%00.0%Unchanged
Raymond James Trust N.A.12,829$775.0K0.02%+247+2.0%Added
Crawford Investment Counsel Inc12,825$774.0K0.01%00.0%Unchanged
Douglas Lane & Associates, LLC12,769$771.0K0.01%00.0%Unchanged
Hantz Financial Services, Inc.12,757$770.0K0.02%+5,275+70.5%Added
Moors & Cabot, Inc.12,713$768.0K0.05%+1,542+13.8%Added
Lagoda Investment Management, L.P.12,600$761.0K0.36%+1,600+14.5%Added
Avenir Corp12,500$755.0K0.06%00.0%Unchanged
Empowered Funds, LLC12,464$753.0K0.08%+12,464New
Resonant Capital Advisors, LLC12,149$734.0K0.11%−2,050−14.4%Reduced
Arcus Capital Partners, LLC12,158$734.0K0.25%+4,349+55.7%Added
Ergoteles LLC11,989$724.0K0.03%+11,989New
Firethorn Wealth Partners, LLC11,743$709.0K0.53%+11,743New
Ashford Capital Management Inc11,700$706.0K0.07%+11,700New
Cullen/Frost Bankers, Inc.11,534$696.0K0.01%00.0%Unchanged
Kings Point Capital Management11,458$692.0K0.06%−987−7.9%Reduced
Private Advisor Group, LLC11,386$687.0K0.01%−1,655−12.7%Reduced
Claret Asset Management Corp11,257$680.0K0.13%+90+0.8%Added
Crestwood Advisors Group LLC11,225$678.0K0.02%+11,225New
Henshaw Capital LLC11,202$676.4K0.04%00.0%Unchanged
Integrated Wealth Concepts LLC10,943$661.0K0.02%−520−4.5%Reduced
Whittier Trust Co of Nevada Inc10,800$652.0K0.02%00.0%Unchanged
Meritage Portfolio Management10,754$649.0K0.04%00.0%Unchanged
Wolverine Asset Management LLC10,695$645.0K0.01%00.0%Unchanged
Blue Square Asset Management, LLC10,663$644.0K0.40%−3,604−25.3%Reduced
Mattern Wealth Management LLC10,622$641.0K0.19%00.0%Unchanged
We Are One Seven, LLC10,589$639.0K0.07%+396+3.9%Added
First Pacific Financial10,531$636.0K0.31%+10,531New
SG Americas Securities, LLC10,518$635.0K0.00%−136−1.3%Reduced
Next Capital Management LLC10,500$634.0K0.44%+10,500New
Peapack Gladstone Financial Corp10,250$619.0K0.01%−300−2.8%Reduced
Belpointe Asset Management LLC10,202$615.0K0.04%00.0%Unchanged
Garrison Point Advisors, LLC10,125$611.0K0.41%00.0%Unchanged
Fisher Asset Management, LLC10,007$604.0K0.00%+150+1.5%Added
Paloma Partners Management Co9,800$592.0K0.02%+9,800New
Segment Wealth Management, LLC9,744$588.0K0.06%00.0%Unchanged
Spire Wealth Management9,727$587.0K0.01%+2,146+28.3%Added
Cross Staff Investments Inc9,697$586.0K0.52%+9,697New
HB Wealth Management, LLC9,705$586.0K0.01%+9,705New
YorkBridge Wealth Partners, LLC9,694$585.0K0.13%00.0%Unchanged
People's United Financial, Inc.9,554$577.0K0.01%−538−5.3%Reduced
Financial Perspectives, Inc9,494$573.2K0.27%+9,494New
Clifford Swan Investment Counsel LLC9,459$571.0K0.02%00.0%Unchanged
Wittenberg Investment Management, Inc.9,450$571.0K0.21%00.0%Unchanged
Skba Capital Management LLC9,370$566.0K0.11%00.0%Unchanged
Laurel Wealth Advisors, Inc.9,345$564.0K0.04%00.0%Unchanged
Kraematon Investment Advisors, Inc9,322$563.0K0.50%+9,322New
MML Investors Services, LLC9,299$561.0K0.00%−577−5.8%Reduced
Willow Creek Wealth Management Inc.9,253$559.0K0.12%00.0%Unchanged
Arthur M. Cohen & Associates, LLC9,204$556.0K0.10%00.0%Unchanged
Meadow Creek Wealth Advisors LLC8,995$543.0K0.51%+8,995New
4J Wealth Management LLC8,979$542.0K0.46%+1,519+20.4%Added
Apexium Financial, LP8,940$540.0K0.28%00.0%Unchanged
Wolverine Trading, LLC8,920$540.0K0.01%+8,920New
Westwood Holdings Group Inc.8,750$528.0K0.00%+8,750New
Rempart Asset Management Inc.8,700$525.0K0.10%00.0%Unchanged
Financial Counselors Inc8,630$521.0K0.01%−88−1.0%Reduced
Boothbay Fund Management, LLC8,484$512.0K0.02%−10.0%Reduced
Bailard, Inc.8,394$507.0K0.02%+136+1.6%Added
Astrantus Ltd8,380$506.0K0.38%+8,380New
Glenview Trust Co8,162$493.0K0.02%+8,162New
Independent Advisor Alliance8,094$489.0K0.02%−1,587−16.4%Reduced
Bayesian Capital Management, LP7,992$483.0K0.15%−17,908−69.1%Reduced
Dixon Hubard Feinour & Brown Inc7,993$483.0K0.05%+7,993New
Cortland Associates Inc7,883$476.0K0.05%00.0%Unchanged
Main Street Financial Solutions, LLC7,778$470.0K0.07%+7,778New
AMG National Trust Bank7,688$464.0K0.01%−33−0.4%Reduced
Cypress Capital Group7,664$463.0K0.06%+7,664New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,650$460.9K0.00%00.0%Unchanged
Susquehanna International Group, LLP7,559$456.0K0.00%−5,828−43.5%Reduced
Value Partners Investments Inc.7,518$453.0K0.04%+882+13.3%Added
Checchi Capital Advisers, LLC7,477$451.0K0.05%+307+4.3%Added
Intersect Capital LLC7,363$445.0K0.08%00.0%Unchanged
Cerity Partners LLC7,336$443.0K0.01%+2,899+65.3%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
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
Vivaldi Capital Management, LLC7,275$439.0K0.10%00.0%Unchanged
NEXT Financial Group, Inc7,170$433.0K0.03%00.0%Unchanged
Bartlett & Co. LLC7,114$430.0K0.01%00.0%Unchanged
JustInvest LLC7,118$430.0K0.03%+2,088+41.5%Added
Bartlett & Co. Wealth Management LLC7,114$429.5K0.01%00.0%Unchanged
GWM Advisors LLC7,064$426.0K0.01%+2,679+61.1%Added
Stephens Inc6,886$416.0K0.01%−3,300−32.4%Reduced
Heartwood Wealth Advisors LLC6,875$415.0K0.06%+3,000+77.4%Added
Financial Architects, Inc6,829$412.0K0.06%−1,696−19.9%Reduced
Buckingham Strategic Wealth, LLC6,794$410.0K0.01%−723−9.6%Reduced
Lombard Odier Asset Management (Switzerland) SA5,350$409.0K0.03%+5,350New
Bokf, NA6,770$408.0K0.01%00.0%Unchanged
Enterprise Trust & Investment Co6,750$408.0K0.14%00.0%Unchanged
Walker Asset Management, LLC6,735$407.0K0.36%+6,735New
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
Flagship Harbor Advisors, LLC6,537$395.0K0.04%+241+3.8%Added
Swiss Life Asset Management Ltd6,518$394.7K0.01%−6,337−49.3%Reduced
Intercontinental Wealth Advisors, LLC6,475$391.0K0.08%00.0%Unchanged
American Portfolios Advisors6,437$388.7K0.01%+1,268+24.5%Added