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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 10,815 | $612.0K | 0.02% | −128−1.2% | Reduced |
| First Pacific Financial | 10,941 | $619.0K | 0.32% | +410+3.9% | Added |
| 4J Wealth Management LLC | 11,046 | $625.0K | 0.55% | +2,067+23.0% | Added |
| M&T Bank Corp | 11,280 | $639.0K | 0.00% | −3,208−22.1% | Reduced |
| Fisher Asset Management, LLC | 11,288 | $639.0K | 0.00% | +1,281+12.8% | Added |
| Cullen/Frost Bankers, Inc. | 11,532 | $652.0K | 0.01% | −20.0% | Reduced |
| Kings Point Capital Management | 11,520 | $652.0K | 0.06% | +62+0.5% | Added |
| Cerity Partners LLC | 11,588 | $655.0K | 0.01% | +4,252+58.0% | Added |
| Firethorn Wealth Partners, LLC | 11,625 | $658.0K | 0.50% | −118−1.0% | Reduced |
| Claret Asset Management Corp | 11,645 | $658.0K | 0.13% | +388+3.4% | Added |
| Capital Fund Management S.A. | 11,694 | $661.5K | 0.02% | +11,694 | New |
| Moors & Cabot, Inc. | 11,943 | $676.0K | 0.04% | −770−6.1% | Reduced |
| Resonant Capital Advisors, LLC | 12,004 | $686.0K | 0.10% | −145−1.2% | Reduced |
| Arcus Capital Partners, LLC | 12,139 | $687.0K | 0.24% | −19−0.2% | Reduced |
| AIA Group Ltd | 12,348 | $699.0K | 0.03% | +7,673+164.1% | Added |
| Aigen Investment Management, LP | 12,383 | $700.0K | 0.12% | −10,008−44.7% | Reduced |
| Avenir Corp | 12,500 | $707.0K | 0.06% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 12,600 | $713.0K | 0.01% | −169−1.3% | Reduced |
| Barclays PLC | 12,784 | $722.0K | 0.00% | −92,042−87.8% | Reduced |
| Crawford Investment Counsel Inc | 12,825 | $726.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,895 | $729.0K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 12,915 | $731.0K | 0.12% | +12,915 | New |
| Geneos Wealth Management Inc. | 12,953 | $732.0K | 0.03% | −16−0.1% | Reduced |
| Raymond James Trust N.A. | 12,967 | $734.0K | 0.02% | +138+1.1% | Added |
| Gulf International Bank (UK) Ltd | 13,223 | $747.0K | 0.01% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 13,400 | $758.0K | 0.41% | +800+6.3% | Added |
| LVW Advisors, LLC | 13,440 | $760.0K | 0.13% | −504−3.6% | Reduced |
| Cetera Investment Advisers | 13,509 | $764.0K | 0.01% | −259−1.9% | Reduced |
| Clearstead Advisors, LLC | 13,571 | $768.0K | 0.05% | +533+4.1% | Added |
| Veriti Management LLC | 13,768 | $779.0K | 0.09% | −400−2.8% | Reduced |
| NewEdge Wealth, LLC | 14,364 | $813.0K | 0.04% | +8,634+150.7% | Added |
| Vestmark Advisory Solutions, Inc. | 14,364 | $813.0K | 0.05% | +9,277+182.4% | Added |
| Fishman Jay A Ltd | 14,400 | $814.6K | 0.09% | −1,400−8.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 14,560 | $824.0K | 0.00% | −2,037−12.3% | Reduced |
| Legacy Private Trust Co. | 14,750 | $834.0K | 0.06% | −1,250−7.8% | Reduced |
| CRA Financial Services, LLC | 15,000 | $849.0K | 0.26% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 15,313 | $867.0K | 0.08% | +15,313 | New |
| Whittier Trust Co | 15,394 | $871.0K | 0.01% | +110+0.7% | Added |
| RMB Capital Management, LLC | 15,571 | $881.0K | 0.03% | 00.0% | Unchanged |
| Duality Advisers, LP | 15,572 | $881.0K | 0.09% | +15,572 | New |
| Gilbert & Cook, Inc. | 15,605 | $883.0K | 0.14% | −142−0.9% | Reduced |
| Roosevelt Investment Group LLC | 15,693 | $888.0K | 0.05% | −97−0.6% | Reduced |
| Ritholtz Wealth Management | 15,700 | $888.0K | 0.06% | +2,676+20.5% | Added |
| BlackRock Inc. | 15,967 | $903.0K | 0.00% | −874−5.2% | Reduced |
| Red Cedar Capital, LLC | 16,009 | $906.0K | 0.55% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 16,382 | $927.0K | 0.00% | 00.0% | Unchanged |
| Bluestein R H & Co | 16,750 | $948.0K | 0.04% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 16,989 | $961.0K | 0.05% | 00.0% | Unchanged |
| Wintrust Investments LLC | 16,999 | $962.0K | 0.09% | 00.0% | Unchanged |
| Change Path, LLC | 17,293 | $978.0K | 0.05% | −221−1.3% | Reduced |
| King Luther Capital Management Corp | 17,338 | $981.0K | 0.00% | +17,338 | New |
| Susquehanna Fundamental Investments, LLC | 17,715 | $1.00M | 0.02% | +17,715 | New |
| Hantz Financial Services, Inc. | 17,807 | $1.01M | 0.03% | +5,050+39.6% | Added |
| Jag Capital Management, LLC | 22,902 | $1.02M | 0.10% | −1,087−4.5% | Reduced |
| Asset Management One Co.,Ltd. | 18,241 | $1.03M | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 18,218 | $1.03M | 0.15% | −93−0.5% | Reduced |
| Teamwork Financial Advisors, LLC | 18,770 | $1.06M | 0.20% | −9,951−34.6% | Reduced |
| First Trust Advisors LP | 19,192 | $1.08M | 0.00% | −871−4.3% | Reduced |
| Assenagon Asset Management S.A. | 19,386 | $1.10M | 0.00% | +1,126+6.2% | Added |
| Evercore Wealth Management, LLC | 19,462 | $1.10M | 0.02% | −18,470−48.7% | Reduced |
| IFP Advisors, Inc | 27,669 | $1.12M | 0.01% | +14,370+108.1% | Added |
| Captrust Financial Advisors | 19,877 | $1.13M | 0.01% | +479+2.5% | Added |
| Allianz Asset Management GmbH | 20,048 | $1.13M | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 20,101 | $1.14M | 0.02% | −440−2.1% | Reduced |
| Lewis Capital Management, LLC | 20,169 | $1.14M | 1.29% | −116−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,350 | $1.15M | 0.10% | +3,154+18.3% | Added |
| Altium Wealth Management LLC | 20,411 | $1.16M | 0.07% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 20,475 | $1.16M | 0.97% | 00.0% | Unchanged |
| Advisor Partners LLC | 20,559 | $1.16M | 0.07% | −1,295−5.9% | Reduced |
| Greenline Partners, LLC | 20,707 | $1.17M | 0.22% | −2,867−12.2% | Reduced |
| Hemington Wealth Management | 20,877 | $1.18M | 0.40% | +45+0.2% | Added |
| Heritage Investors Management Corp | 21,322 | $1.21M | 0.05% | −87−0.4% | Reduced |
| Spears Abacus Advisors LLC | 21,330 | $1.21M | 0.09% | +1,251+6.2% | Added |
| Natixis | 21,491 | $1.22M | 0.00% | −44−0.2% | Reduced |
| H. L. Ormond & Company, LLC | 21,842 | $1.24M | 1.51% | 00.0% | Unchanged |
| Bray Capital Advisors | 21,950 | $1.24M | 0.32% | −313−1.4% | Reduced |
| Cetera Advisor Networks LLC | 22,111 | $1.25M | 0.02% | −797−3.5% | Reduced |
| Empowered Funds, LLC | 22,157 | $1.25M | 0.14% | +9,693+77.8% | Added |
| Snowden Capital Advisors LLC | 22,234 | $1.26M | 0.05% | +22,030+10,799.0% | Added |
| Fiduciary Trust Co | 22,369 | $1.26M | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 22,500 | $1.27M | 0.47% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 23,700 | $1.34M | 0.01% | −5,300−18.3% | Reduced |
| Bristol Gate Capital Partners Inc. | 23,835 | $1.35M | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 23,917 | $1.35M | 0.90% | −301−1.2% | Reduced |
| Yousif Capital Management, LLC | 24,437 | $1.38M | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 24,485 | $1.39M | 0.38% | −16,930−40.9% | Reduced |
| Glenmede Trust Co NA | 24,515 | $1.39M | 0.01% | +1,752+7.7% | Added |
| Essex Financial Services, Inc. | 24,533 | $1.39M | 0.13% | −10,466−29.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 24,758 | $1.40M | 0.49% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 24,813 | $1.40M | 0.32% | +24,813 | New |
| McKinley Capital Management LLC /Delaware | 25,118 | $1.42M | 0.14% | +1,057+4.4% | Added |
| NN Investment Partners Holdings N.V. | 25,199 | $1.43M | 0.01% | −1,105−4.2% | Reduced |
| Powell Investment Advisors, LLC | 26,044 | $1.47M | 0.86% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 26,054 | $1.47M | 0.08% | +469+1.8% | Added |
| Comerica Bank | 26,622 | $1.48M | 0.01% | −398−1.5% | Reduced |
| Cigna Investments Inc | 26,201 | $1.48M | 0.18% | +5,129+24.3% | Added |
| First Hawaiian Bank | 26,366 | $1.49M | 0.05% | +402+1.5% | Added |
| Carmel Capital Partners, LLC | 26,675 | $1.51M | 1.26% | +306+1.2% | Added |
| Doyle Wealth Management | 27,032 | $1.53M | 0.11% | +568+2.1% | Added |
| Kestra Advisory Services, LLC | 27,421 | $1.55M | 0.02% | +1,090+4.1% | Added |