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, Q1 2022
Institutional positions in Brookfield Asset Management Ltd. as of Mar 31, 2022. 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
- 730
- +2 vs. Q4 2021
- Shares held
- 999.4M
- −7.08M (−0.7%) vs. Q4 2021
- Total value
- $56.7B
- −$4.21B (−6.9%) vs. Q4 2021
- New holders
- 69
- 237 more added
- Sold out
- 67
- 245 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 130,336,513 | $7.37B | 27.64% | 00.0% | Unchanged |
| Royal Bank of Canada | 96,180,216 | $5.44B | 1.44% | −141,211−0.1% | Reduced |
| Bank of Montreal | 50,580,982 | $2.92B | 1.66% | −2,716,927−5.1% | Reduced |
| Vanguard Group Inc | 44,050,716 | $2.49B | 0.06% | +1,220,298+2.8% | Added |
| Principal Financial Group Inc | 43,430,538 | $2.46B | 1.55% | +4,943,494+12.8% | Added |
| FIL Ltd | 31,328,317 | $1.77B | 1.82% | +396,412+1.3% | Added |
| TD Asset Management Inc | 30,636,753 | $1.73B | 1.59% | +272,990+0.9% | Added |
| Mackenzie Financial Corp | 23,766,556 | $1.35B | 1.80% | +1,087,710+4.8% | Added |
| 1832 Asset Management L.P. | 23,020,258 | $1.29B | 2.10% | +774,602+3.5% | Added |
| Jarislowsky, Fraser Ltd | 20,876,272 | $1.18B | 6.30% | −2,581,465−11.0% | Reduced |
| Bank of Nova Scotia | 19,990,976 | $1.13B | 1.92% | −728,199−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 19,075,731 | $1.08B | 0.71% | −968,632−4.8% | Reduced |
| CIBC Asset Management Inc | 18,635,741 | $1.05B | 3.71% | +211,280+1.1% | Added |
| Capital World Investors | 18,511,353 | $1.05B | 0.18% | −1,221,535−6.2% | Reduced |
| Wellington Management Group LLP | 18,490,436 | $1.05B | 0.18% | −96,447−0.5% | Reduced |
| FMR LLC | 18,427,796 | $1.04B | 0.08% | −133,261−0.7% | Reduced |
| First Manhattan Co | 16,346,789 | $924.7M | 3.02% | −509,848−3.0% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 16,304,989 | $922.4M | 3.73% | −1,298,113−7.4% | Reduced |
| Norges Bank | 13,361,124 | $755.5M | 0.16% | −60,382−0.4% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 13,127,694 | $742.6M | 5.14% | −2850.0% | Reduced |
| Capital International Investors | 12,888,374 | $729.1M | 0.17% | −4,106,246−24.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 12,855,273 | $727.1M | 4.11% | −392,059−3.0% | Reduced |
| CIBC World Markets Inc. | 11,435,776 | $646.9M | 2.19% | −1,253,397−9.9% | Reduced |
| EdgePoint Investment Group Inc. | 10,330,819 | $584.2M | 4.69% | −1,349,170−11.6% | Reduced |
| Toronto Dominion Bank | 9,427,815 | $533.8M | 0.81% | −317,629−3.3% | Reduced |
| Neuberger Berman Group LLC | 8,873,858 | $502.0M | 0.43% | −541,238−5.7% | Reduced |
| Morgan Stanley | 8,847,567 | $500.5M | 0.07% | +113,313+1.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 8,715,741 | $493.0M | 5.85% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,119,258 | $461.3M | 3.23% | +7,731+0.1% | Added |
| Legal & General Group Plc | 7,086,671 | $401.0M | 0.12% | +506,078+7.7% | Added |
| Goldman Sachs Group Inc | 7,051,145 | $398.9M | 0.10% | +4,402,115+166.2% | Added |
| Invesco Ltd. | 6,357,751 | $359.7M | 0.09% | +70,087+1.1% | Added |
| Fiera Capital Corp | 6,143,192 | $347.9M | 0.90% | −477,048−7.2% | Reduced |
| Scotia Capital Inc. | 5,611,419 | $317.4M | 2.02% | +342,366+6.5% | Added |
| JPMorgan Chase & Co | 5,523,606 | $312.5M | 0.04% | +590,711+12.0% | Added |
| Franklin Resources Inc | 5,419,683 | $306.3M | 0.12% | −453,907−7.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,388,932 | $304.6M | 1.49% | +180,550+3.5% | Added |
| Alberta Investment Management Corp | 5,074,035 | $287.1M | 1.65% | −79,647−1.5% | Reduced |
| TD Waterhouse Canada Inc. | 3,503,500 | $248.4M | 2.42% | +70,461+2.1% | Added |
| Bank of America Corp | 4,389,657 | $248.3M | 0.03% | −182,432−4.0% | Reduced |
| APG Asset Management N.V. | 4,568,452 | $232.3M | 0.44% | −558,364−10.9% | Reduced |
| Geode Capital Management, LLC | 4,066,534 | $230.1M | 0.03% | +192,488+5.0% | Added |
| Aristotle Capital Management, LLC | 3,938,555 | $225.8M | 0.41% | +638,261+19.3% | Added |
| Agf Investments Inc. | 3,841,832 | $217.2M | 1.63% | +634,832+19.8% | Added |
| Caisse de Depot Et Placement du Quebec | 3,775,645 | $213.7M | 0.50% | −5,225−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,689,409 | $212.3M | 2.05% | −104,301−2.7% | Reduced |
| Select Equity Group, L.P. | 3,541,010 | $200.3M | 0.65% | +3,541,010 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,535,104 | $200.2M | 0.13% | +118,953+3.5% | Added |
| Cooke & Bieler LP | 3,429,139 | $194.0M | 1.70% | +477,254+16.2% | Added |
| Massachusetts Financial Services Co | 3,413,379 | $193.1M | 0.06% | +647,170+23.4% | Added |
| Ci Investments Inc. | 3,336,367 | $188.7M | 0.69% | −454,940−12.0% | Reduced |
| National Bank of Canada | 3,356,088 | $187.4M | 0.74% | +376,454+12.6% | Added |
| Omers Administration Corp | 3,300,489 | $186.7M | 2.40% | 00.0% | Unchanged |
| Broad Run Investment Management, LLC | 3,106,991 | $175.8M | 12.43% | −81,779−2.6% | Reduced |
| Fenimore Asset Management Inc | 3,010,996 | $170.3M | 4.17% | −15,693−0.5% | Reduced |
| Marathon Asset Mgmt Ltd | 2,938,253 | $166.3M | 2.26% | −149,661−4.8% | Reduced |
| Novo Holdings A/S | 2,921,171 | $165.3M | 8.72% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 2,910,478 | $164.5M | 1.05% | +8,962+0.3% | Added |
| Guardian Capital LP | 2,879,229 | $162.9M | 3.17% | −221,369−7.1% | Reduced |
| Bamco Inc | 2,846,597 | $161.0M | 0.40% | +210,310+8.0% | Added |
| Addenda Capital Inc. | 2,170,630 | $153.4M | 6.28% | +77,410+3.7% | Added |
| Timucuan Asset Management Inc | 2,680,984 | $151.7M | 5.89% | +17,342+0.7% | Added |
| Madison Asset Management, LLC | 2,382,048 | $134.8M | 1.93% | −27,353−1.1% | Reduced |
| Credit Suisse AG | 2,305,509 | $130.4M | 0.11% | +93,340+4.2% | Added |
| Check Capital Management Inc | 2,275,468 | $128.7M | 10.25% | −46,858−2.0% | Reduced |
| Price T Rowe Associates Inc | 2,271,465 | $128.5M | 0.01% | −272,778−10.7% | Reduced |
| Wells Fargo & Company | 2,269,928 | $128.4M | 0.03% | +485,859+27.2% | Added |
| Horizon Kinetics Asset Management LLC | 2,266,094 | $128.2M | 2.59% | +187,959+9.0% | Added |
| Montrusco Bolton Investments Inc. | 1,900,052 | $107.5M | 2.48% | −36,549−1.9% | Reduced |
| Eaton Vance Management | 1,810,416 | $102.4M | 0.12% | +136,205+8.1% | Added |
| McDonald Capital Investors Inc | 1,784,783 | $101.0M | 7.20% | +500.0% | Added |
| Korea Investment CORP | 1,756,250 | $99.4M | 0.25% | +23,288+1.3% | Added |
| Burgundy Asset Management Ltd. | 1,744,519 | $98.7M | 1.05% | −263,804−13.1% | Reduced |
| M&G Investment Management Ltd | 1,653,304 | $94.1M | 0.20% | −132,690−7.4% | Reduced |
| Westfield Capital Management Co LP | 1,643,108 | $93.0M | 0.60% | +498,352+43.5% | Added |
| CIBC Private Wealth Group, LLC | 1,616,792 | $91.5M | 0.20% | +76,130+4.9% | Added |
| Cidel Asset Management Inc | 1,555,995 | $88.0M | 3.22% | +96,701+6.6% | Added |
| Cannell Peter B & Co Inc | 1,514,642 | $85.7M | 2.57% | +257,939+20.5% | Added |
| Bank of New York Mellon Corp | 1,509,707 | $85.4M | 0.02% | +6,115+0.4% | Added |
| Bruni J V & Co | 1,490,926 | $84.3M | 10.60% | −29,638−1.9% | Reduced |
| Deutsche Bank AG | 1,450,633 | $82.1M | 0.04% | −46,352−3.1% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 1,341,615 | $75.8M | 4.97% | −40,510−2.9% | Reduced |
| State of Wisconsin Investment Board | 1,317,167 | $74.5M | 0.15% | −226,901−14.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 1,284,030 | $72.6M | 3.16% | −1,125−0.1% | Reduced |
| Sather Financial Group Inc | 1,230,205 | $69.6M | 6.01% | +15,521+1.3% | Added |
| Capital International Inc | 1,225,906 | $69.3M | 0.78% | +258,862+26.8% | Added |
| Credit Agricole S A | 1,225,000 | $69.3M | 2.16% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 1,201,860 | $68.0M | 0.95% | −15,769−1.3% | Reduced |
| Intact Investment Management Inc. | 944,340 | $66.7M | 1.69% | +14,830+1.6% | Added |
| Schwartz Investment Counsel Inc | 1,150,897 | $65.1M | 2.74% | +2,100+0.2% | Added |
| Stifel Financial Corp | 1,087,559 | $61.5M | 0.08% | −354,534−24.6% | Reduced |
| Raymond James & Associates | 1,078,836 | $61.0M | 0.05% | −5,069−0.5% | Reduced |
| UBS Group AG | 1,069,436 | $60.5M | 0.03% | +17,879+1.7% | Added |
| Cumberland Partners Ltd | 1,067,624 | $60.4M | 4.57% | +102,450+10.6% | Added |
| Avalon Investment & Advisory | 1,040,172 | $58.8M | 1.42% | +12,675+1.2% | Added |
| Credential Qtrade Securities Inc. | 1,028,729 | $58.2M | 3.68% | −8,167−0.8% | Reduced |
| New South Capital Management Inc | 1,003,509 | $56.8M | 2.13% | −8,010−0.8% | Reduced |
| Amundi | 997,944 | $56.2M | 0.04% | +179,042+21.9% | Added |
| HughesLittle Investment Management Ltd. | 978,860 | $55.4M | 12.64% | +10,000+1.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 951,409 | $53.9M | 3.21% | +109,429+13.0% | Added |