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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
Vivaldi Capital Management, LLC7,275$347.0K0.09%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP6,112$346.0K0.02%−67−1.1%Reduced
Gould Asset Management LLC6,095$345.0K0.10%00.0%Unchanged
Guggenheim Capital LLC6,098$345.0K0.00%+141+2.4%Added
Fort Washington Investment Advisors Inc6,081$344.0K0.00%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.6,000$340.0K0.01%00.0%Unchanged
Sequoia Financial Advisors, LLC6,018$340.0K0.01%+6,018New
Cortland Associates Inc5,982$338.0K0.04%−1,901−24.1%Reduced
Fortress Wealth Group, LLC5,976$338.0K0.26%−1,789−23.0%Reduced
PDT Partners, LLC5,941$336.0K0.03%+5,941New
Fortis Advisors, LLC5,925$335.0K0.18%00.0%Unchanged
RE Dickinson Investment Advisors, LLC5,911$334.0K0.23%+1,303+28.3%Added
Nicholas Hoffman & Company, LLC.5,796$328.0K0.01%−8−0.1%Reduced
Brown Brothers Harriman & Co5,806$328.0K0.00%+674+13.1%Added
ASB Consultores, LLC5,724$324.0K0.14%+1,587+38.4%Added
CoreCap Advisors, LLC5,687$322.0K0.02%+566+11.1%Added
Voya Financial Advisors, Inc.5,585$322.0K0.04%+5,585New
Community Bank & Trust, Waco, Texas5,673$321.0K0.09%+468+9.0%Added
AMG National Trust Bank5,647$319.0K0.01%−2,041−26.5%Reduced
Centiva Capital, LP5,603$317.0K0.02%+5,603New
Valeo Financial Advisors, LLC43,019$312.0K0.02%+39,045+982.5%Added
Cable Hill Partners, LLC5,500$311.0K0.20%00.0%Unchanged
Laurus Investment Counsel Inc.5,415$306.0K0.12%+400+8.0%Added
Cubic Asset Management, LLC5,400$305.0K0.07%00.0%Unchanged
Forum Financial Management, LP5,358$303.0K0.01%+108+2.1%Added
Sciencast Management LP5,300$303.0K0.07%+5,300New
Henshaw Capital LLC5,299$299.8K0.02%−5,903−52.7%Reduced
Westwood Holdings Group Inc.5,254$297.0K0.00%−3,496−40.0%Reduced
Financial Architects, Inc5,247$297.0K0.04%−1,582−23.2%Reduced
HM Payson & Co5,200$294.0K0.01%00.0%Unchanged
Bard Financial Services, Inc.5,195$294.0K0.02%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.5,199$294.0K0.09%+726+16.2%Added
Blueshift Asset Management, LLC5,189$294.0K0.03%+5,189New
Lincoln National Corp5,089$288.0K0.01%+327+6.9%Added
Advisors Capital Management, LLC5,044$285.0K0.01%+5,044New
Aaron Wealth Advisors16,122$285.0K0.01%+16,122New
Aj Wealth Strategies, LLC5,000$283.0K0.01%00.0%Unchanged
55I, LLC5,005$283.0K0.01%+274+5.8%Added
Eudaimonia Partners, LLC4,986$282.0K0.05%+4,986New
Washington Trust Advisors, Inc.4,957$280.0K0.02%−69−1.4%Reduced
Boston Financial Mangement LLC4,957$280.0K0.01%00.0%Unchanged
Paloma Partners Management Co4,900$277.0K0.02%−4,900−50.0%Reduced
Acadian Asset Management LLC4,840$273.0K0.00%−15,002−75.6%Reduced
Stephens Inc4,834$273.0K0.00%−2,052−29.8%Reduced
Corient Capital Partners, LLC4,811$272.0K0.02%−516−9.7%Reduced
Regentatlantic Capital LLC4,805$272.0K0.01%+887+22.6%Added
Clarius Group, LLC4,446$268.0K0.02%00.0%Unchanged
Pembroke Management, LTD3,783$267.0K0.02%00.0%Unchanged
Commerce Bank4,712$267.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.4,700$266.0K0.14%00.0%Unchanged
Covington Capital Management4,677$265.0K0.01%00.0%Unchanged
Macquarie Group Ltd4,654$264.0K0.00%00.0%Unchanged
Sovereign Financial Group, Inc.4,615$261.0K0.10%+4,615New
National Asset Management, Inc.4,588$260.0K0.01%−134−2.8%Reduced
Sheaff Brock Investment Advisors, LLC4,589$260.0K0.02%00.0%Unchanged
Verity & Verity, LLC4,560$258.0K0.04%00.0%Unchanged
Galvin, Gaustad & Stein, LLC4,542$257.0K0.02%−169−3.6%Reduced
CWS Financial Advisors, LLC4,536$257.0K0.10%00.0%Unchanged
Eqis Capital Management, Inc.4,539$257.0K0.02%+4,539New
Dana Investment Advisors, Inc.4,500$255.0K0.01%00.0%Unchanged
Kovack Advisors, Inc.4,461$252.0K0.03%−525−10.5%Reduced
Brighton Jones LLC4,455$252.0K0.01%−3−0.1%Reduced
Wakefield Asset Management LLLP4,447$252.0K0.09%00.0%Unchanged
Hilltop Holdings Inc.4,384$248.0K0.03%−24−0.5%Reduced
Boston Private Wealth LLC4,283$242.0K0.00%−824−16.1%Reduced
Joel Isaacson & Co., LLC4,471$240.0K0.02%00.0%Unchanged
Addison Advisors LLC4,205$238.0K0.13%00.0%Unchanged
WSFS Capital Management, LLC4,186$237.0K0.07%00.0%Unchanged
Fayez Sarofim & Co4,177$236.0K0.00%00.0%Unchanged
9258 Wealth Management, LLC4,153$235.0K0.05%−62−1.5%Reduced
Blueprint Investment Partners LLC4,103$232.0K0.06%+4,103New
Ieq Capital, LLC4,067$230.0K0.01%+4,067New
Evanson Asset Management, LLC4,053$229.0K0.02%+650+19.1%Added
Wealthspire Advisors, LLC4,036$228.0K0.01%−626−13.4%Reduced
Diametric Capital, LP4,000$226.0K0.12%+4,000New
Stratos Wealth Partners, LTD.3,976$225.0K0.01%−154−3.7%Reduced
Glassman Wealth Services3,982$225.0K0.04%+31+0.8%Added
Saybrook Capital3,965$224.0K0.06%00.0%Unchanged
HighTower Trust Services, LTA3,918$222.0K0.02%00.0%Unchanged
Cutler Group LP3,836$217.0K0.02%+3,836New
Blue Barn Wealth, LLC3,825$216.0K0.15%+142+3.9%Added
Johnson Investment Counsel Inc3,827$216.0K0.00%+3,827New
Cresset Asset Management, LLC3,794$215.0K0.00%−135−3.4%Reduced
American Trust Investment Advisors, LLC3,802$215.0K0.11%00.0%Unchanged
BTR Capital Management Inc3,795$215.0K0.03%00.0%Unchanged
Inscription Capital, LLC3,760$213.0K0.06%00.0%Unchanged
Citizens Financial Group Inc3,749$212.0K0.01%00.0%Unchanged
Prospera Financial Services Inc3,750$212.0K0.01%00.0%Unchanged
Moloney Securities Asset Management, LLC3,715$210.0K0.04%+200+5.7%Added
Blue Square Asset Management, LLC3,686$209.0K0.17%−6,977−65.4%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,694$209.0K0.00%00.0%Unchanged
Garrison Bradford & Associates Inc3,700$209.0K0.20%00.0%Unchanged
Gotham Asset Management, LLC3,682$208.0K0.01%+3,682New
EP Wealth Advisors, LLC3,664$207.0K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC3,646$206.0K0.01%+2+0.1%Added
Brave Asset Management Inc3,600$204.0K0.07%00.0%Unchanged
Chickasaw Capital Management LLC3,591$203.0K0.01%00.0%Unchanged
Reynders McVeigh Capital Management, LLC3,577$202.0K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc3,549$201.0K0.21%00.0%Unchanged
Thompson Siegel & Walmsley LLC3,375$191.0K0.00%00.0%Unchanged