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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
Davenport & Co LLC8,119,258$461.3M3.23%+7,731+0.1%Added
Markel Group Inc.SuperinvestorMarkel Group8,715,741$493.0M5.85%00.0%Unchanged
Morgan Stanley8,847,567$500.5M0.07%+113,313+1.3%Added
Neuberger Berman Group LLC8,873,858$502.0M0.43%−541,238−5.7%Reduced
Toronto Dominion Bank9,427,815$533.8M0.81%−317,629−3.3%Reduced
EdgePoint Investment Group Inc.10,330,819$584.2M4.69%−1,349,170−11.6%Reduced
CIBC World Markets Inc.11,435,776$646.9M2.19%−1,253,397−9.9%Reduced
Beutel, Goodman & Co Ltd.12,855,273$727.1M4.11%−392,059−3.0%Reduced
Capital International Investors12,888,374$729.1M0.17%−4,106,246−24.2%Reduced
Akre Capital Management LLCSuperinvestorAkre Capital Management13,127,694$742.6M5.14%−2850.0%Reduced
Norges Bank13,361,124$755.5M0.16%−60,382−0.4%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors16,304,989$922.4M3.73%−1,298,113−7.4%Reduced
First Manhattan Co16,346,789$924.7M3.02%−509,848−3.0%Reduced
FMR LLC18,427,796$1.04B0.08%−133,261−0.7%Reduced
Wellington Management Group LLP18,490,436$1.05B0.18%−96,447−0.5%Reduced
Capital World Investors18,511,353$1.05B0.18%−1,221,535−6.2%Reduced
CIBC Asset Management Inc18,635,741$1.05B3.71%+211,280+1.1%Added
Manufacturers Life Insurance Company, The19,075,731$1.08B0.71%−968,632−4.8%Reduced
Bank of Nova Scotia19,990,976$1.13B1.92%−728,199−3.5%Reduced
Jarislowsky, Fraser Ltd20,876,272$1.18B6.30%−2,581,465−11.0%Reduced
1832 Asset Management L.P.23,020,258$1.29B2.10%+774,602+3.5%Added
Mackenzie Financial Corp23,766,556$1.35B1.80%+1,087,710+4.8%Added
TD Asset Management Inc30,636,753$1.73B1.59%+272,990+0.9%Added
FIL Ltd31,328,317$1.77B1.82%+396,412+1.3%Added
Principal Financial Group Inc43,430,538$2.46B1.55%+4,943,494+12.8%Added
Vanguard Group Inc44,050,716$2.49B0.06%+1,220,298+2.8%Added
Bank of Montreal50,580,982$2.92B1.66%−2,716,927−5.1%Reduced
Royal Bank of Canada96,180,216$5.44B1.44%−141,211−0.1%Reduced
Brookfield Asset Management Inc.130,336,513$7.37B27.64%00.0%Unchanged
Davis-Rea Ltd.933––−158,217−99.4%Reduced
UBS Asset Management Americas Inc0$00.00%−6,018,601−100.0%Sold out
MUFG Securities (Canada), Ltd.0$00.00%−779,956−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−219,120−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−165,856−100.0%Sold out
Renaissance Technologies LLC0$00.00%−100,500−100.0%Sold out
CORDA Investment Management, LLC.0$00.00%−96,013−100.0%Sold out
Tobias Financial Advisors, Inc.0$00.00%−96,013−100.0%Sold out
Schroder Investment Management Group0$00.00%−70,564−100.0%Sold out
Performa Ltd (US), LLC0$00.00%−38,000−100.0%Sold out
Magnetar Financial LLC0$00.00%−31,501−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−27,315−100.0%Sold out
Advanced Research Investment Solutions, LLC0$00.00%−24,935−100.0%Sold out
Nkcfo LLC0$00.00%−22,750−100.0%Sold out
GM Advisory Group, Inc.0$00.00%−15,642−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−15,432−100.0%Sold out
Ergoteles LLC0$00.00%−11,989−100.0%Sold out
Ashford Capital Management Inc0$00.00%−11,700−100.0%Sold out
Wittenberg Investment Management, Inc.0$00.00%−9,450−100.0%Sold out
Wolverine Trading, LLC0$00.00%−8,920−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−7,992−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−7,559−100.0%Sold out
Voya Investment Management LLC0$00.00%−7,314−100.0%Sold out
GWM Advisors LLC0$00.00%−7,064−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−6,518−100.0%Sold out
Destination Wealth Management0$00.00%−6,075−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−5,829−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−5,770−100.0%Sold out
Veritas Investment Management (UK) Ltd0$00.00%−4,326−100.0%Sold out
XTX Topco Ltd0$00.00%−5,256−100.0%Sold out
MBB Public Markets I LLC0$00.00%−5,200−100.0%Sold out
RMR Wealth Builders0$00.00%−4,899−100.0%Sold out
Capital One Financial Corp0$00.00%−4,537−100.0%Sold out
Pinnacle Associates Ltd0$00.00%−4,326−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−4,139−100.0%Sold out
qPULA Trading Management LP0$00.00%−3,900−100.0%Sold out
Wealthsimple Inc.0$00.00%−3,766−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−3,568−100.0%Sold out
Pettinga Financial Advisors, LLC0$00.00%−3,509−100.0%Sold out
First National Bank Sioux Falls0$00.00%−3,481−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−3,437−100.0%Sold out
Principle Wealth Partners LLC0$00.00%−3,425−100.0%Sold out
MAI Capital Management0$00.00%−3,384−100.0%Sold out
Omnia Family Wealth, LLC0$00.00%−3,374−100.0%Sold out
Graypoint LLC0$00.00%−3,376−100.0%Sold out
Burns J W & Co Inc0$00.00%−3,367−100.0%Sold out
Carnegie Capital Asset Management, LLC0$00.00%−3,357−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−1,925−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−1,610−100.0%Sold out
State of Wyoming0$00.00%−1,336−100.0%Sold out
Edge Wealth Management LLC0$00.00%−1,164−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−1,110−100.0%Sold out
Delta Asset Management LLC0$00.00%−899−100.0%Sold out
Elmwood Wealth Management, Inc.0$00.00%−900−100.0%Sold out
Signet Financial Management, LLC0$00.00%−644−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−309−100.0%Sold out
Sierra Capital LLC0$00.00%−249−100.0%Sold out
Chilton Capital Management LLC0$00.00%−235−100.0%Sold out
Ravenstone Capital Management Inc.0$00.00%−214−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−200−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−157−100.0%Sold out
Endurance Wealth Management, Inc.0$00.00%−138−100.0%Sold out
Capital Analysts, LLC0$00.00%−91−100.0%Sold out
Truvestments Capital LLC0$00.00%−86−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−32−100.0%Sold out
NFJ Investment Group, LLC0$00.00%−13−100.0%Sold out
JJJ Advisors Inc.0$00.00%−3−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−3−100.0%Sold out
Arbor Wealth Management, LLC––––Not filed
NEXT Financial Group, Inc––––Not filed
Harbour Investments, Inc.––––Not filed