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 |
|---|---|---|---|---|---|
| First Command Bank | 1,185 | $67.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,200 | $68.0K | 0.02% | +1,200 | New |
| Signaturefd, LLC | 1,220 | $69.0K | 0.00% | −2,976−70.9% | Reduced |
| Baystate Wealth Management LLC | 1,270 | $72.0K | 0.01% | +3+0.2% | Added |
| Meeder Asset Management Inc | 1,324 | $75.0K | 0.00% | −12−0.9% | Reduced |
| Simplex Trading, LLC | 1,484 | $83.0K | 0.00% | +1,484 | New |
| Community Bank, N.A. | 1,528 | $86.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 1,633 | $92.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,623 | $92.0K | 0.00% | +2+0.1% | Added |
| Capital Directions Investment Advisors, LLC | 1,677 | $95.0K | 0.03% | +1,677 | New |
| Graves-Light Private Wealth Management, Inc. | 1,728 | $98.0K | 0.01% | −1,381−44.4% | Reduced |
| South State Corp. | 1,750 | $99.0K | 0.01% | +1,128+181.4% | Added |
| Washington Trust Co | 1,829 | $103.0K | 0.00% | +3+0.2% | Added |
| TCI Wealth Advisors, Inc. | 1,831 | $104.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,842 | $104.0K | 0.00% | +124+7.2% | Added |
| Harbor Investment Advisory, LLC | 1,948 | $110.0K | 0.01% | −60−3.0% | Reduced |
| Freedman Financial Associates, Inc. | 1,944 | $114.0K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,226 | $126.0K | 0.02% | +1,881+545.2% | Added |
| Centaurus Financial, Inc. | 2,259 | $128.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 2,280 | $129.0K | 0.08% | +2,280 | New |
| Twin Tree Management, LP | 2,442 | $138.0K | 0.00% | −73,317−96.8% | Reduced |
| BDO Wealth Advisors, LLC | 2,500 | $141.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 2,697 | $153.0K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,850 | $161.0K | 0.07% | −2,850−50.0% | Reduced |
| Umb Bank N A | 2,848 | $161.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,853 | $161.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,900 | $164.0K | 0.25% | +600+26.1% | Added |
| Power Corp of Canada | 2,949 | $167.0K | 0.01% | +2,949 | New |
| Proequities, Inc. | 3,009 | $170.0K | 0.01% | +2+0.1% | Added |
| Thompson Siegel & Walmsley LLC | 3,375 | $191.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3,549 | $201.0K | 0.21% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,577 | $202.0K | 0.01% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 3,591 | $203.0K | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,600 | $204.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,646 | $206.0K | 0.01% | +2+0.1% | Added |
| EP Wealth Advisors, LLC | 3,664 | $207.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,682 | $208.0K | 0.01% | +3,682 | New |
| Blue Square Asset Management, LLC | 3,686 | $209.0K | 0.17% | −6,977−65.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,694 | $209.0K | 0.00% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 3,700 | $209.0K | 0.20% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,715 | $210.0K | 0.04% | +200+5.7% | Added |
| Citizens Financial Group Inc | 3,749 | $212.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,750 | $212.0K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,760 | $213.0K | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,794 | $215.0K | 0.00% | −135−3.4% | Reduced |
| American Trust Investment Advisors, LLC | 3,802 | $215.0K | 0.11% | 00.0% | Unchanged |
| BTR Capital Management Inc | 3,795 | $215.0K | 0.03% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,825 | $216.0K | 0.15% | +142+3.9% | Added |
| Johnson Investment Counsel Inc | 3,827 | $216.0K | 0.00% | +3,827 | New |
| Cutler Group LP | 3,836 | $217.0K | 0.02% | +3,836 | New |
| HighTower Trust Services, LTA | 3,918 | $222.0K | 0.02% | 00.0% | Unchanged |
| Saybrook Capital | 3,965 | $224.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,976 | $225.0K | 0.01% | −154−3.7% | Reduced |
| Glassman Wealth Services | 3,982 | $225.0K | 0.04% | +31+0.8% | Added |
| Diametric Capital, LP | 4,000 | $226.0K | 0.12% | +4,000 | New |
| Wealthspire Advisors, LLC | 4,036 | $228.0K | 0.01% | −626−13.4% | Reduced |
| Evanson Asset Management, LLC | 4,053 | $229.0K | 0.02% | +650+19.1% | Added |
| Ieq Capital, LLC | 4,067 | $230.0K | 0.01% | +4,067 | New |
| Blueprint Investment Partners LLC | 4,103 | $232.0K | 0.06% | +4,103 | New |
| 9258 Wealth Management, LLC | 4,153 | $235.0K | 0.05% | −62−1.5% | Reduced |
| Fayez Sarofim & Co | 4,177 | $236.0K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,186 | $237.0K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,205 | $238.0K | 0.13% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,471 | $240.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,283 | $242.0K | 0.00% | −824−16.1% | Reduced |
| Hilltop Holdings Inc. | 4,384 | $248.0K | 0.03% | −24−0.5% | Reduced |
| Kovack Advisors, Inc. | 4,461 | $252.0K | 0.03% | −525−10.5% | Reduced |
| Brighton Jones LLC | 4,455 | $252.0K | 0.01% | −3−0.1% | Reduced |
| Wakefield Asset Management LLLP | 4,447 | $252.0K | 0.09% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 4,500 | $255.0K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 4,542 | $257.0K | 0.02% | −169−3.6% | Reduced |
| CWS Financial Advisors, LLC | 4,536 | $257.0K | 0.10% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,539 | $257.0K | 0.02% | +4,539 | New |
| Verity & Verity, LLC | 4,560 | $258.0K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,588 | $260.0K | 0.01% | −134−2.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,589 | $260.0K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,615 | $261.0K | 0.10% | +4,615 | New |
| Macquarie Group Ltd | 4,654 | $264.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 4,677 | $265.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 4,700 | $266.0K | 0.14% | 00.0% | Unchanged |
| Pembroke Management, LTD | 3,783 | $267.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 4,712 | $267.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,446 | $268.0K | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 4,811 | $272.0K | 0.02% | −516−9.7% | Reduced |
| Regentatlantic Capital LLC | 4,805 | $272.0K | 0.01% | +887+22.6% | Added |
| Acadian Asset Management LLC | 4,840 | $273.0K | 0.00% | −15,002−75.6% | Reduced |
| Stephens Inc | 4,834 | $273.0K | 0.00% | −2,052−29.8% | Reduced |
| Paloma Partners Management Co | 4,900 | $277.0K | 0.02% | −4,900−50.0% | Reduced |
| Washington Trust Advisors, Inc. | 4,957 | $280.0K | 0.02% | −69−1.4% | Reduced |
| Boston Financial Mangement LLC | 4,957 | $280.0K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 4,986 | $282.0K | 0.05% | +4,986 | New |
| Aj Wealth Strategies, LLC | 5,000 | $283.0K | 0.01% | 00.0% | Unchanged |
| 55I, LLC | 5,005 | $283.0K | 0.01% | +274+5.8% | Added |
| Advisors Capital Management, LLC | 5,044 | $285.0K | 0.01% | +5,044 | New |
| Aaron Wealth Advisors | 16,122 | $285.0K | 0.01% | +16,122 | New |
| Lincoln National Corp | 5,089 | $288.0K | 0.01% | +327+6.9% | Added |
| HM Payson & Co | 5,200 | $294.0K | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,195 | $294.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5,199 | $294.0K | 0.09% | +726+16.2% | Added |
| Blueshift Asset Management, LLC | 5,189 | $294.0K | 0.03% | +5,189 | New |