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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, 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.

Institutional holdersQ1 2022: 730 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 heldQ1 2022: $56.7B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2021.

Institutions holding BAM in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Salem Investment Counselors Inc4$00.00%−48−92.3%Reduced
HighMark Wealth Management LLC1$00.00%00.0%Unchanged
Clear Street Markets LLC1$00.00%+1New
Exane Derivatives1$570.00%00.0%Unchanged
SRS Capital Advisors, Inc.14$1.00K0.00%−87−86.1%Reduced
Prestige Wealth Management Group LLC25$1.00K0.00%00.0%Unchanged
Syverson Strege & Co12$1.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.24$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC11$1.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC18$1.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC9$1.00K0.00%00.0%Unchanged
Tompkins Financial Corp18$1.00K0.00%+18New
Joseph P. Lucia & Associates, LLC10$1.00K0.00%+10New
Capital Advisory Group Advisory Services, LLC13$1.00K0.00%+13New
Beacon Capital Management, LLC12$1.00K0.00%+12New
Evoke Wealth, LLC33$2.00K0.00%−279−89.4%Reduced
AdvisorNet Financial, Inc29$2.00K0.00%−122−80.8%Reduced
Jones Financial Companies LLLP36$2.00K0.00%−36−50.0%Reduced
Creative Financial Designs Inc45$3.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC55$3.00K0.00%00.0%Unchanged
NVWM, LLC54$3.00K0.00%+54New
Gemmer Asset Management LLC75$4.00K0.00%00.0%Unchanged
Bogart Wealth, LLC68$4.00K0.00%00.0%Unchanged
Logan Capital Management Inc84$5.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC90$5.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC101$6.00K0.00%−14−12.2%Reduced
BerganKDV Wealth Management, LLC106$6.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC112$6.00K0.00%00.0%Unchanged
RWM Asset Management, LLC102$6.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC127$7.00K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC122$7.00K0.00%00.0%Unchanged
NuWave Investment Management, LLC122$7.00K0.01%+122New
Global Retirement Partners, LLC148$7.00K0.00%+148New
Bourgeon Capital Management LLC150$8.00K0.00%00.0%Unchanged
Earnest Partners LLC142$8.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC141$8.00K0.00%00.0%Unchanged
Allworth Financial LP138$8.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC134$8.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC136$8.00K0.00%+108+385.7%Added
West Financial Advisors, LLC149$8.00K0.00%+149New
Karlinski Andrew C133$8.00K0.01%+133New
Kelly Financial Services LLC174$9.84K0.00%00.0%Unchanged
North Star Investment Management Corp.168$10.0K0.00%00.0%Unchanged
TCWP LLC185$10.0K0.00%+185New
Atlas Capital Advisors LLC186$10.5K0.00%00.0%Unchanged
Artemis Wealth Advisors, LLC189$11.0K0.00%00.0%Unchanged
Orion Capital Management LLC208$12.0K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC219$12.0K0.00%+219New
EverSource Wealth Advisors, LLC227$13.0K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC222$13.0K0.00%00.0%Unchanged
Cribstone Capital Management, LLC240$14.0K0.01%00.0%Unchanged
Optiver Holding B.V.248$14.0K0.00%+248New
Bessemer Group Inc271$15.0K0.00%−988−78.5%Reduced
Koshinski Asset Management, Inc.270$15.3K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton1,513$16.0K0.01%00.0%Unchanged
DeDora Capital, Inc.277$16.0K0.01%+277New
Emfo, LLC300$17.0K0.02%00.0%Unchanged
SJS Investment Consulting Inc.297$17.0K0.01%00.0%Unchanged
Sofos Investments, Inc.114$17.0K0.00%+54+90.0%Added
Parallel Advisors, LLC336$19.0K0.00%−6−1.8%Reduced
Tradition Wealth Management, LLC361$20.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC352$20.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.351$20.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC375$21.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.394$22.0K0.00%−4,689−92.2%Reduced
Western Pacific Wealth Management, LP391$22.0K0.02%00.0%Unchanged
Disciplined Investments, LLC400$23.0K0.01%−25−5.9%Reduced
Lindbrook Capital, LLC423$24.0K0.00%00.0%Unchanged
Strategic Asset Management, LLC443$25.0K0.04%00.0%Unchanged
Smithfield Trust Co467$26.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC475$27.0K0.01%00.0%Unchanged
City Holding Co488$28.0K0.00%00.0%Unchanged
GoalVest Advisory LLC503$28.0K0.02%+503New
Trustcore Financial Services, LLC511$29.0K0.00%00.0%Unchanged
Hudock, Inc.593$33.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.580$33.0K0.02%00.0%Unchanged
First Horizon Advisors, Inc.594$34.0K0.00%−27−4.3%Reduced
Benjamin F. Edwards & Company, Inc.625$35.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB636$36.0K0.00%+201+46.2%Added
Zions Bancorporation, N.A.661$37.0K0.00%−25−3.6%Reduced
Harel Insurance Investments & Financial Services Ltd.690$39.0K0.00%+690New
Financial Management Professionals, Inc.725$41.0K0.01%+615+559.1%Added
Brewin Dolphin Wealth Management Ltd750$42.0K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.745$42.0K0.00%+745New
GPS Wealth Strategies Group, LLC761$43.0K0.01%−1,239−62.0%Reduced
Exchange Traded Concepts, LLC763$43.0K0.00%+9+1.2%Added
BNP Paribas Arbitrage, SA780$44.1K0.00%−301−27.8%Reduced
Toth Financial Advisory Corp800$45.0K0.01%00.0%Unchanged
Edmond de Rothschild Holding S.A.878$50.0K0.00%+173+24.5%Added
Quadrant Capital Group LLC905$51.0K0.01%+53+6.2%Added
MCF Advisors LLC900$51.0K0.00%+900New
Banque Cantonale Vaudoise900$51.0K0.00%+900New
Pinnacle Bancorp, Inc.973$55.0K0.02%00.0%Unchanged
Holloway Wealth Management, LLC–$55.0K0.02%––
Cordasco Financial Network988$56.0K0.04%00.0%Unchanged
Money Concepts Capital Corp996$56.0K0.00%+996New
CWM, LLC1,060$60.0K0.00%+380+55.9%Added
JNBA Financial Advisors1,099$62.0K0.01%−18−1.6%Reduced
First Command Financial Services, Inc.1,185$67.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC1,182$67.0K0.01%00.0%Unchanged