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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 3,009 | $170.0K | 0.01% | +2+0.1% | Added |
| Power Corp of Canada | 2,949 | $167.0K | 0.01% | +2,949 | New |
| Aquatic Capital Management LLC | 2,900 | $164.0K | 0.25% | +600+26.1% | Added |
| 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 |
| Brewin Dolphin Ltd | 2,697 | $153.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,500 | $141.0K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 2,442 | $138.0K | 0.00% | −73,317−96.8% | Reduced |
| West Bancorporation Inc | 2,280 | $129.0K | 0.08% | +2,280 | New |
| Centaurus Financial, Inc. | 2,259 | $128.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,226 | $126.0K | 0.02% | +1,881+545.2% | Added |
| Freedman Financial Associates, Inc. | 1,944 | $114.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,948 | $110.0K | 0.01% | −60−3.0% | Reduced |
| 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 |
| Washington Trust Co | 1,829 | $103.0K | 0.00% | +3+0.2% | Added |
| South State Corp. | 1,750 | $99.0K | 0.01% | +1,128+181.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,728 | $98.0K | 0.01% | −1,381−44.4% | Reduced |
| Capital Directions Investment Advisors, LLC | 1,677 | $95.0K | 0.03% | +1,677 | New |
| 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 |
| Community Bank, N.A. | 1,528 | $86.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,484 | $83.0K | 0.00% | +1,484 | New |
| Meeder Asset Management Inc | 1,324 | $75.0K | 0.00% | −12−0.9% | Reduced |
| Baystate Wealth Management LLC | 1,270 | $72.0K | 0.01% | +3+0.2% | Added |
| Signaturefd, LLC | 1,220 | $69.0K | 0.00% | −2,976−70.9% | Reduced |
| Cyrus J. Lawrence, LLC | 1,200 | $68.0K | 0.02% | +1,200 | New |
| First Command Financial Services, Inc. | 1,185 | $67.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,182 | $67.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,185 | $67.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,099 | $62.0K | 0.01% | −18−1.6% | Reduced |
| CWM, LLC | 1,060 | $60.0K | 0.00% | +380+55.9% | Added |
| Cordasco Financial Network | 988 | $56.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 996 | $56.0K | 0.00% | +996 | New |
| Pinnacle Bancorp, Inc. | 973 | $55.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $55.0K | 0.02% | – | – |
| Quadrant Capital Group LLC | 905 | $51.0K | 0.01% | +53+6.2% | Added |
| MCF Advisors LLC | 900 | $51.0K | 0.00% | +900 | New |
| Banque Cantonale Vaudoise | 900 | $51.0K | 0.00% | +900 | New |
| Edmond de Rothschild Holding S.A. | 878 | $50.0K | 0.00% | +173+24.5% | Added |
| Toth Financial Advisory Corp | 800 | $45.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 780 | $44.1K | 0.00% | −301−27.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 761 | $43.0K | 0.01% | −1,239−62.0% | Reduced |
| Exchange Traded Concepts, LLC | 763 | $43.0K | 0.00% | +9+1.2% | Added |
| Brewin Dolphin Wealth Management Ltd | 750 | $42.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 745 | $42.0K | 0.00% | +745 | New |
| Financial Management Professionals, Inc. | 725 | $41.0K | 0.01% | +615+559.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 690 | $39.0K | 0.00% | +690 | New |
| Zions Bancorporation, N.A. | 661 | $37.0K | 0.00% | −25−3.6% | Reduced |
| Massmutual Trust Co FSB | 636 | $36.0K | 0.00% | +201+46.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 625 | $35.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 594 | $34.0K | 0.00% | −27−4.3% | Reduced |
| Hudock, Inc. | 593 | $33.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 580 | $33.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 511 | $29.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 488 | $28.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 503 | $28.0K | 0.02% | +503 | New |
| HHM Wealth Advisors, LLC | 475 | $27.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 467 | $26.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 443 | $25.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 423 | $24.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 400 | $23.0K | 0.01% | −25−5.9% | Reduced |
| Oakworth Capital, Inc. | 394 | $22.0K | 0.00% | −4,689−92.2% | Reduced |
| Western Pacific Wealth Management, LP | 391 | $22.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 375 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 361 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 352 | $20.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 351 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 336 | $19.0K | 0.00% | −6−1.8% | Reduced |
| Emfo, LLC | 300 | $17.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 297 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 114 | $17.0K | 0.00% | +54+90.0% | Added |
| Rosenberg Matthew Hamilton | 1,513 | $16.0K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 277 | $16.0K | 0.01% | +277 | New |
| Koshinski Asset Management, Inc. | 270 | $15.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 271 | $15.0K | 0.00% | −988−78.5% | Reduced |
| Cribstone Capital Management, LLC | 240 | $14.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 248 | $14.0K | 0.00% | +248 | New |
| EverSource Wealth Advisors, LLC | 227 | $13.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 222 | $13.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 208 | $12.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 219 | $12.0K | 0.00% | +219 | New |
| Artemis Wealth Advisors, LLC | 189 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 186 | $10.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 168 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 185 | $10.0K | 0.00% | +185 | New |
| Kelly Financial Services LLC | 174 | $9.84K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 142 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 141 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 136 | $8.00K | 0.00% | +108+385.7% | Added |
| West Financial Advisors, LLC | 149 | $8.00K | 0.00% | +149 | New |
| Karlinski Andrew C | 133 | $8.00K | 0.01% | +133 | New |
| Rocky Mountain Advisers, LLC | 127 | $7.00K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 122 | $7.00K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 122 | $7.00K | 0.01% | +122 | New |
| Global Retirement Partners, LLC | 148 | $7.00K | 0.00% | +148 | New |