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.
Q1 2022 vs. Q4 2021
How the institutions holding Brookfield Asset Management Ltd. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 734 | 6 | 730 | +2 |
| Shares | 1.01B | 186.9K | 999.4M | −7.08M (−0.7%) |
| Value | $60.9B | $11.3M | $56.7B | −$4.21B (−6.9%) |
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (69)
Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2022 but not at the end of Q4 2021.
Sold out (67)
Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2021 and filed for Q1 2022 without it.
Not filed for Q1 2022 yet (6)
Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Arbor Wealth Management, LLC | 173,274 | $10.5M |
| NEXT Financial Group, Inc | 7,170 | $433.0K |
| Harbour Investments, Inc. | 3,680 | $222.0K |
| Carroll Financial Associates, Inc. | 2,730 | $166.0K |
| Reilly Financial Advisors, LLC | 37 | $2.00K |
| Bell Investment Advisors, Inc | 13 | $1.00K |