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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
Laurus Investment Counsel Inc.5,015$387.0K0.10%+1,650+49.0%Added
Levin Capital Strategies, L.P.6,343$383.0K0.04%−8,712−57.9%Reduced
Dorsey & Whitney Trust CO LLC6,197$375.0K0.03%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP6,179$373.0K0.02%+550+9.8%Added
Gould Asset Management LLC6,095$368.0K0.10%−390−6.0%Reduced
Fort Washington Investment Advisors Inc6,081$367.0K0.00%−112−1.8%Reduced
Destination Wealth Management6,075$367.0K0.01%+6,075New
Veritas Investment Partners (UK) Ltd.6,000$362.0K0.01%00.0%Unchanged
Guggenheim Capital LLC5,957$360.0K0.00%+766+14.8%Added
Fortis Advisors, LLC5,925$358.0K0.21%+1,925+48.1%Added
Advisors Asset Management, Inc.5,829$352.0K0.01%−631−9.8%Reduced
Nicholas Hoffman & Company, LLC.5,804$350.0K0.01%−34−0.6%Reduced
Autumn Glory Partners, LLC5,770$348.0K0.15%+5,770New
Pure Financial Advisors, Inc.5,730$346.0K0.02%−100−1.7%Reduced
NewEdge Wealth, LLC5,730$346.0K0.01%+5,730New
Turim 21 Investimentos Ltda.5,700$344.0K0.15%00.0%Unchanged
Nwam LLC5,625$340.0K0.03%−253−4.3%Reduced
Cable Hill Partners, LLC5,500$332.0K0.07%−200−3.5%Reduced
Veritas Investment Management (UK) Ltd4,326$330.0K0.05%00.0%Unchanged
Cubic Asset Management, LLC5,400$326.0K0.07%00.0%Unchanged
Beacon Pointe Advisors, LLC5,391$326.0K0.01%+5,391New
Corient Capital Partners, LLC5,327$322.0K0.02%−122−2.2%Reduced
XTX Topco Ltd5,256$317.0K0.18%+5,256New
Forum Financial Management, LP5,250$317.0K0.02%+5,250New
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
Brown Brothers Harriman & Co5,132$310.0K0.00%+1,071+26.4%Added
Boston Private Wealth LLC5,107$309.0K0.01%−6,276−55.1%Reduced
CoreCap Advisors, LLC5,121$309.0K0.02%+5,121New
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
Washington Trust Advisors, Inc.5,026$304.0K0.02%+5,026New
Aj Wealth Strategies, LLC5,000$302.0K0.01%+5,000New
Kovack Advisors, Inc.4,986$301.0K0.03%−511−9.3%Reduced
Boston Financial Mangement LLC4,957$299.0K0.01%−561−10.2%Reduced
Mercer Global Advisors Inc4,920$297.0K0.00%−1,200−19.6%Reduced
RMR Wealth Builders4,899$296.0K0.09%+10+0.2%Added
Pembroke Management, LTD3,783$289.0K0.02%+3,783New
Lincoln National Corp4,762$288.0K0.01%+442+10.2%Added
55I, LLC4,731$286.0K0.01%−40−0.8%Reduced
National Asset Management, Inc.4,722$286.0K0.01%−8−0.2%Reduced
Commerce Bank4,712$285.0K0.00%+925+24.4%Added
Galvin, Gaustad & Stein, LLC4,711$284.0K0.02%+184+4.1%Added
Zullo Investment Group, Inc.4,700$284.0K0.15%+4,700New
Covington Capital Management4,677$282.0K0.01%−196−4.0%Reduced
AIA Group Ltd4,675$282.0K0.01%+4,675New
Macquarie Group Ltd4,654$281.0K0.00%00.0%Unchanged
Wealthspire Advisors, LLC4,662$281.0K0.01%+597+14.7%Added
RE Dickinson Investment Advisors, LLC4,608$278.0K0.21%+4,608New
Sheaff Brock Investment Advisors, LLC4,589$277.0K0.02%00.0%Unchanged
Verity & Verity, LLC4,560$275.0K0.04%00.0%Unchanged
Capital One Financial Corp4,537$274.0K0.03%−1,663−26.8%Reduced
CWS Financial Advisors, LLC4,536$274.0K0.10%+4,536New
Dana Investment Advisors, Inc.4,500$272.0K0.01%00.0%Unchanged
Joel Isaacson & Co., LLC4,471$270.0K0.02%−10.0%Reduced
Global Wealth Management Investment Advisory, Inc.4,473$270.0K0.08%+666+17.5%Added
Wakefield Asset Management LLLP4,447$269.0K0.09%00.0%Unchanged
Brighton Jones LLC4,458$269.0K0.01%+442+11.0%Added
Clarius Group, LLC4,446$268.0K0.02%−1,073−19.4%Reduced
Hilltop Holdings Inc.4,408$266.0K0.03%+4,408New
Pinnacle Associates Ltd4,326$261.0K0.00%−421−8.9%Reduced
9258 Wealth Management, LLC4,215$255.0K0.06%−10−0.2%Reduced
Addison Advisors LLC4,205$254.0K0.16%00.0%Unchanged
Signaturefd, LLC4,196$253.0K0.01%00.0%Unchanged
WSFS Capital Management, LLC4,186$253.0K0.10%00.0%Unchanged
Fayez Sarofim & Co4,177$252.0K0.00%00.0%Unchanged
IHT Wealth Management, LLC4,139$250.0K0.02%−149−3.5%Reduced
ASB Consultores, LLC4,137$250.0K0.12%+4,137New
Stratos Wealth Partners, LTD.4,130$249.0K0.01%+4,130New
Valeo Financial Advisors, LLC3,974$240.0K0.01%+2+0.1%Added
Glassman Wealth Services3,951$239.0K0.04%+241+6.5%Added
Saybrook Capital3,965$239.0K0.06%+3,965New
Regentatlantic Capital LLC3,918$237.0K0.01%−1,835−31.9%Reduced
HighTower Trust Services, LTA3,918$237.0K0.02%+3,918New
Cresset Asset Management, LLC3,929$237.0K0.00%+3,929New
qPULA Trading Management LP3,900$235.0K0.42%+3,900New
American Trust Investment Advisors, LLC3,802$230.0K0.11%00.0%Unchanged
BTR Capital Management Inc3,795$229.0K0.03%00.0%Unchanged
Wealthsimple Inc.3,766$228.0K0.01%+3,766New
Inscription Capital, LLC3,760$227.0K0.06%00.0%Unchanged
Citizens Financial Group Inc3,749$226.0K0.01%−5,167−58.0%Reduced
Prospera Financial Services Inc3,750$226.0K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,694$223.0K0.00%−105−2.8%Reduced
Garrison Bradford & Associates Inc3,700$223.0K0.20%+3,700New
Harbour Investments, Inc.3,680$222.0K0.01%−408−10.0%Reduced
Blue Barn Wealth, LLC3,683$222.0K0.15%+3,683New
EP Wealth Advisors, LLC3,664$221.0K0.01%+3,664New
Ameritas Advisory Services, LLC3,644$220.0K0.01%+3,644New
Brave Asset Management Inc3,600$217.0K0.06%+3,600New
Chickasaw Capital Management LLC3,591$217.0K0.01%+3,591New
Reynders McVeigh Capital Management, LLC3,577$216.0K0.01%−864−19.5%Reduced
Capital Investment Advisors, LLC3,568$215.0K0.01%+3,568New
Pin Oak Investment Advisors Inc3,549$214.0K0.22%00.0%Unchanged
Pettinga Financial Advisors, LLC3,509$212.0K0.05%+3,509New
Moloney Securities Asset Management, LLC3,515$212.0K0.04%+3,515New
First National Bank Sioux Falls3,481$210.0K0.22%+3,481New
Vident Investment Advisory, LLC3,437$208.0K0.01%−1,390−28.8%Reduced
Principle Wealth Partners LLC3,425$207.0K0.02%+3,425New