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 $67.1B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2022
Institutional positions in Brookfield Asset Management Ltd. as of Jun 30, 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
- 714
- −5 vs. Q1 2022
- Shares held
- 1.00B
- +4.27M (+0.4%) vs. Q1 2022
- Total value
- $44.7B
- −$11.9B (−21.0%) vs. Q1 2022
- New holders
- 74
- 258 more added
- Sold out
- 79
- 224 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $67.1B |
| Q1 2026 | 633 | $65.9B |
| Q4 2025 | 633 | $78.1B |
| Q3 2025 | 589 | $85.3B |
| Q2 2025 | 606 | $83.9B |
| Q1 2025 | 591 | $72.1B |
| Q4 2024 | 571 | $17.4B |
| Q3 2024 | 551 | $14.0B |
| Q2 2024 | 529 | $11.4B |
| Q1 2024 | 488 | $11.8B |
| Q4 2023 | 479 | $10.9B |
| Q3 2023 | 451 | $8.83B |
| Q2 2023 | 456 | $8.67B |
| Q1 2023 | 465 | $8.80B |
| 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 | $6.65T |
| Q1 2021 | 600 | $43.9B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 130,336,513 | $5.80B | 24.61% | 00.0% | Unchanged |
| Royal Bank of Canada | 97,538,062 | $4.34B | 1.34% | +1,357,846+1.4% | Added |
| Bank of Montreal | 50,709,019 | $2.29B | 1.22% | +128,037+0.3% | Added |
| Principal Financial Group Inc | 45,883,416 | $2.04B | 1.51% | +2,452,878+5.6% | Added |
| Vanguard Group Inc | 44,954,318 | $2.00B | 0.06% | +903,602+2.1% | Added |
| FIL Ltd | 34,240,696 | $1.52B | 1.81% | +2,912,379+9.3% | Added |
| TD Asset Management Inc | 30,328,675 | $1.35B | 1.56% | −308,078−1.0% | Reduced |
| 1832 Asset Management L.P. | 22,980,944 | $1.02B | 2.06% | −39,314−0.2% | Reduced |
| Mackenzie Financial Corp | 22,829,678 | $1.02B | 1.63% | −936,878−3.9% | Reduced |
| FMR LLC | 22,743,081 | $1.01B | 0.10% | +4,315,285+23.4% | Added |
| Jarislowsky, Fraser Ltd | 20,654,250 | $916.8M | 5.83% | −222,022−1.1% | Reduced |
| CIBC Asset Management Inc | 19,323,434 | $859.5M | 3.52% | +687,693+3.7% | Added |
| Bank of Nova Scotia | 19,031,042 | $846.5M | 2.02% | −959,934−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 18,705,699 | $831.2M | 0.58% | −370,032−1.9% | Reduced |
| Capital World Investors | 16,213,831 | $721.1M | 0.15% | −2,297,522−12.4% | Reduced |
| First Manhattan Co | 16,215,384 | $717.5M | 2.89% | −131,405−0.8% | Reduced |
| Wellington Management Group LLP | 15,752,771 | $699.4M | 0.14% | −2,737,665−14.8% | Reduced |
| Norges Bank | 13,766,891 | $612.3M | 0.16% | +405,767+3.0% | Added |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 13,309,753 | $591.9M | 4.74% | +182,059+1.4% | Added |
| Beutel, Goodman & Co Ltd. | 13,243,121 | $588.1M | 3.65% | +387,848+3.0% | Added |
| Capital International Investors | 12,834,223 | $570.7M | 0.16% | −54,151−0.4% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 12,131,195 | $539.5M | 2.47% | −4,173,794−25.6% | Reduced |
| CIBC World Markets Inc. | 11,251,733 | $500.4M | 1.99% | −184,043−1.6% | Reduced |
| Toronto Dominion Bank | 9,618,008 | $427.8M | 0.80% | +190,193+2.0% | Added |
| Morgan Stanley | 9,462,299 | $420.8M | 0.05% | +614,732+6.9% | Added |
| EdgePoint Investment Group Inc. | 8,941,688 | $396.1M | 3.54% | −1,389,131−13.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,715,741 | $387.6M | 5.54% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,704,451 | $387.1M | 0.39% | −169,407−1.9% | Reduced |
| Davenport & Co LLC | 8,110,824 | $360.6M | 2.99% | −8,434−0.1% | Reduced |
| Legal & General Group Plc | 7,640,915 | $339.2M | 0.12% | +554,244+7.8% | Added |
| Invesco Ltd. | 6,480,682 | $288.2M | 0.09% | +122,931+1.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,472,097 | $287.9M | 1.75% | +1,083,165+20.1% | Added |
| Fiera Capital Corp | 6,444,481 | $286.6M | 0.85% | +301,289+4.9% | Added |
| Scotia Capital Inc. | 5,820,018 | $258.8M | 1.93% | +208,599+3.7% | Added |
| JPMorgan Chase & Co | 5,791,290 | $257.5M | 0.04% | +267,684+4.8% | Added |
| Franklin Resources Inc | 5,442,012 | $242.1M | 0.12% | +22,329+0.4% | Added |
| Alberta Investment Management Corp | 5,192,689 | $230.5M | 1.65% | +118,654+2.3% | Added |
| TD Waterhouse Canada Inc. | 3,625,325 | $209.0M | 2.35% | +121,825+3.5% | Added |
| Bank of America Corp | 4,616,897 | $205.3M | 0.03% | +227,240+5.2% | Added |
| Cooke & Bieler LP | 4,562,190 | $202.9M | 1.95% | +1,133,051+33.0% | Added |
| Massachusetts Financial Services Co | 4,453,936 | $197.7M | 0.07% | +1,040,557+30.5% | Added |
| Geode Capital Management, LLC | 4,227,945 | $188.9M | 0.03% | +161,411+4.0% | Added |
| Aristotle Capital Management, LLC | 3,996,823 | $182.0M | 0.38% | +58,268+1.5% | Added |
| Goldman Sachs Group Inc | 4,076,624 | $181.3M | 0.05% | −2,974,521−42.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,932,342 | $178.2M | 1.98% | +242,933+6.6% | Added |
| Agf Investments Inc. | 3,804,667 | $169.2M | 1.50% | −37,165−1.0% | Reduced |
| APG Asset Management N.V. | 3,893,364 | $165.3M | 0.39% | −675,088−14.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,586,460 | $159.5M | 0.12% | +51,356+1.5% | Added |
| National Bank of Canada | 3,463,767 | $153.9M | 0.82% | +107,679+3.2% | Added |
| Caisse de Depot Et Placement du Quebec | 3,329,000 | $147.8M | 0.41% | −446,645−11.8% | Reduced |
| Omers Administration Corp | 3,300,489 | $146.8M | 2.12% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,157,605 | $140.4M | 0.66% | −178,762−5.4% | Reduced |
| British Columbia Investment Management Corp | 3,102,239 | $137.7M | 1.31% | +191,761+6.6% | Added |
| Fenimore Asset Management Inc | 2,998,245 | $133.3M | 3.76% | −12,751−0.4% | Reduced |
| Novo Holdings A/S | 2,921,171 | $129.9M | 6.40% | 00.0% | Unchanged |
| Bamco Inc | 2,920,872 | $129.9M | 0.42% | +74,275+2.6% | Added |
| Marathon Asset Mgmt Ltd | 2,850,864 | $126.6M | 2.11% | −87,389−3.0% | Reduced |
| Broad Run Investment Management, LLC | 2,836,649 | $126.1M | 11.49% | −270,342−8.7% | Reduced |
| Addenda Capital Inc. | 2,130,920 | $122.0M | 5.84% | −39,710−1.8% | Reduced |
| Timucuan Asset Management Inc | 2,661,589 | $118.4M | 5.50% | −19,395−0.7% | Reduced |
| Credit Suisse AG | 2,399,011 | $106.7M | 0.11% | +93,502+4.1% | Added |
| Ameriprise Financial Inc | 2,330,510 | $103.5M | 0.04% | +2,203,472+1,734.5% | Added |
| Horizon Kinetics Asset Management LLC | 2,323,461 | $103.3M | 2.17% | +57,367+2.5% | Added |
| Madison Asset Management, LLC | 2,308,447 | $102.7M | 1.60% | −73,601−3.1% | Reduced |
| Check Capital Management Inc | 2,230,492 | $99.2M | 9.86% | −44,976−2.0% | Reduced |
| Guardian Capital LP | 2,140,271 | $95.0M | 2.91% | −738,958−25.7% | Reduced |
| Bessemer Group Inc | 2,126,438 | $94.6M | 0.24% | +2,126,167+784,563.5% | Added |
| Wells Fargo & Company | 2,104,480 | $93.6M | 0.03% | −165,448−7.3% | Reduced |
| Westfield Capital Management Co LP | 1,872,559 | $83.3M | 0.66% | +229,451+14.0% | Added |
| McDonald Capital Investors Inc | 1,780,108 | $79.2M | 6.61% | −4,675−0.3% | Reduced |
| M&G Investment Management Ltd | 1,779,514 | $78.5M | 0.46% | +126,210+7.6% | Added |
| Eaton Vance Management | 1,757,712 | $78.2M | 0.11% | −52,704−2.9% | Reduced |
| Price T Rowe Associates Inc | 1,737,911 | $77.3M | 0.01% | −533,554−23.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,698,805 | $75.5M | 0.20% | +82,013+5.1% | Added |
| Burgundy Asset Management Ltd. | 1,682,043 | $74.7M | 0.94% | −62,476−3.6% | Reduced |
| Korea Investment CORP | 1,645,944 | $73.1M | 0.22% | −110,306−6.3% | Reduced |
| Bank of New York Mellon Corp | 1,599,088 | $71.1M | 0.02% | +89,381+5.9% | Added |
| Cidel Asset Management Inc | 1,539,873 | $68.4M | 2.92% | −16,122−1.0% | Reduced |
| Bruni J V & Co | 1,456,428 | $64.8M | 9.73% | −34,498−2.3% | Reduced |
| Intact Investment Management Inc. | 1,049,960 | $60.1M | 1.88% | +105,620+11.2% | Added |
| Deutsche Bank AG | 1,340,229 | $59.6M | 0.03% | −110,404−7.6% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 1,312,405 | $58.4M | 4.63% | −29,210−2.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 1,264,681 | $56.3M | 3.07% | −19,349−1.5% | Reduced |
| Cannell Peter B & Co Inc | 1,260,201 | $56.0M | 2.01% | −254,441−16.8% | Reduced |
| Sather Financial Group Inc | 1,238,453 | $55.1M | 5.71% | +8,248+0.7% | Added |
| Capital International Inc | 1,234,196 | $54.9M | 0.76% | +8,290+0.7% | Added |
| Confluence Investment Management LLC | 1,200,311 | $53.4M | 0.83% | −1,549−0.1% | Reduced |
| Farmer Steven Patrick | 1,200,311 | $53.4M | 0.83% | +1,200,311 | New |
| Schwartz Investment Counsel Inc | 1,147,099 | $51.0M | 2.48% | −3,798−0.3% | Reduced |
| Credential Qtrade Securities Inc. | 1,096,677 | $48.8M | 3.49% | +67,948+6.6% | Added |
| Stifel Financial Corp | 1,085,129 | $48.3M | 0.08% | −2,430−0.2% | Reduced |
| UBS Group AG | 1,077,008 | $47.9M | 0.02% | +7,572+0.7% | Added |
| Raymond James & Associates | 1,074,193 | $47.8M | 0.05% | −4,643−0.4% | Reduced |
| Avalon Investment & Advisory | 1,050,648 | $46.7M | 1.32% | +10,476+1.0% | Added |
| QV Investors Inc. | 1,018,324 | $45.2M | 4.11% | +93,273+10.1% | Added |
| State of Wisconsin Investment Board | 1,006,724 | $44.7M | 0.12% | −310,443−23.6% | Reduced |
| Cumberland Partners Ltd | 992,516 | $44.1M | 4.21% | −75,108−7.0% | Reduced |
| New South Capital Management Inc | 989,319 | $44.0M | 2.01% | −14,190−1.4% | Reduced |
| Amundi | 992,777 | $42.9M | 0.03% | −5,167−0.5% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 963,105 | $42.8M | 3.06% | +11,696+1.2% | Added |