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 |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 101 | $6.00K | 0.00% | −14−12.2% | Reduced |
| BerganKDV Wealth Management, LLC | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 54 | $3.00K | 0.00% | +54 | New |
| Evoke Wealth, LLC | 33 | $2.00K | 0.00% | −279−89.4% | Reduced |
| AdvisorNet Financial, Inc | 29 | $2.00K | 0.00% | −122−80.8% | Reduced |
| Jones Financial Companies LLLP | 36 | $2.00K | 0.00% | −36−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 14 | $1.00K | 0.00% | −87−86.1% | Reduced |
| Prestige Wealth Management Group LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 18 | $1.00K | 0.00% | +18 | New |
| Joseph P. Lucia & Associates, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Capital Advisory Group Advisory Services, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Beacon Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Exane Derivatives | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4 | $0 | 0.00% | −48−92.3% | Reduced |
| HighMark Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Davis-Rea Ltd. | 933 | – | – | −158,217−99.4% | Reduced |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −6,018,601−100.0% | Sold out |
| MUFG Securities (Canada), Ltd. | 0 | $0 | 0.00% | −779,956−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −219,120−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −165,856−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −100,500−100.0% | Sold out |
| CORDA Investment Management, LLC. | 0 | $0 | 0.00% | −96,013−100.0% | Sold out |
| Tobias Financial Advisors, Inc. | 0 | $0 | 0.00% | −96,013−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −70,564−100.0% | Sold out |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −31,501−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −27,315−100.0% | Sold out |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −24,935−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −22,750−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −15,642−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −15,432−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,989−100.0% | Sold out |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Wittenberg Investment Management, Inc. | 0 | $0 | 0.00% | −9,450−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,920−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,992−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,559−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −7,314−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,064−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −6,518−100.0% | Sold out |
| Destination Wealth Management | 0 | $0 | 0.00% | −6,075−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −5,829−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −5,770−100.0% | Sold out |
| Veritas Investment Management (UK) Ltd | 0 | $0 | 0.00% | −4,326−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,256−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −4,899−100.0% | Sold out |
| Capital One Financial Corp | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −4,326−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −4,139−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Wealthsimple Inc. | 0 | $0 | 0.00% | −3,766−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| First National Bank Sioux Falls | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Omnia Family Wealth, LLC | 0 | $0 | 0.00% | −3,374−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −3,376−100.0% | Sold out |
| Burns J W & Co Inc | 0 | $0 | 0.00% | −3,367−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Elmwood Wealth Management, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Endurance Wealth Management, Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Arbor Wealth Management, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |