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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, 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
+4.44M (+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.

Institutional holdersQ2 2022: 714 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 heldQ2 2022: $44.7B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2022.

Institutions holding BAM in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Voya Financial Advisors, Inc.6,835$305.0K0.04%+1,250+22.4%Added
Gotham Asset Management, LLC6,864$305.0K0.01%+3,182+86.4%Added
Heartwood Wealth Advisors LLC6,875$306.0K0.05%00.0%Unchanged
D.A. Davidson & Co.6,979$310.0K0.00%−20.0%Reduced
CenterStar Asset Management, LLC–$310.0K0.34%–New
FORA Capital, LLC6,990$311.0K0.06%+6,990New
Essex Financial Services, Inc.7,054$314.0K0.03%−17,479−71.2%Reduced
Bartlett & Co. LLC7,114$316.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC7,114$316.4K0.01%00.0%Unchanged
Flagship Harbor Advisors, LLC7,133$317.0K0.04%−56−0.8%Reduced
Atria Wealth Solutions, Inc.7,254$323.0K0.01%00.0%Unchanged
GYL Financial Synergies, LLC7,291$324.0K0.09%00.0%Unchanged
Vivaldi Capital Management, LLC7,275$324.0K0.08%00.0%Unchanged
Lindbrook Capital, LLC7,285$324.0K0.05%+6,862+1,622.2%Added
Teamwork Financial Advisors, LLC7,329$326.0K0.07%−11,441−61.0%Reduced
Frisch Financial Group, Inc.7,330$326.0K0.13%+8+0.1%Added
Intercontinental Wealth Advisors, LLC7,446$331.0K0.09%+637+9.4%Added
Meadow Creek Wealth Advisors LLC7,546$336.0K0.41%−324−4.1%Reduced
Nwam LLC7,693$342.0K0.03%−1,544−16.7%Reduced
American Portfolios Advisors7,707$342.7K0.01%−188−2.4%Reduced
Main Street Financial Solutions, LLC7,794$347.0K0.04%−51−0.7%Reduced
Harbour Capital Advisors, LLC7,800$347.0K0.11%+7,800New
Greenleaf Trust7,880$350.0K0.01%+12+0.2%Added
Lido Advisors, LLC7,906$351.0K0.01%+10.0%Added
Fortis Advisors, LLC8,025$357.0K0.24%+2,100+35.4%Added
Park Avenue Securities LLC8,048$358.0K0.01%+320+4.1%Added
MQS Management LLC8,088$360.0K0.25%+8,088New
Wealthspire Advisors, LLC8,135$362.0K0.01%+4,099+101.6%Added
Arthur M. Cohen & Associates, LLC8,242$367.0K0.09%00.0%Unchanged
Financial Counselors Inc8,468$377.0K0.01%00.0%Unchanged
Independent Advisor Alliance8,564$381.0K0.02%−73−0.8%Reduced
MML Investors Services, LLC8,580$382.0K0.00%−1,335−13.5%Reduced
Bailard, Inc.8,688$386.0K0.02%+294+3.5%Added
Checchi Capital Advisers, LLC7,848$390.0K0.04%+61+0.8%Added
Value Partners Investments Inc.8,811$391.0K0.04%+240+2.8%Added
Apexium Financial, LP8,940$398.0K0.23%00.0%Unchanged
Boston Trust Walden Corp8,943$398.0K0.00%00.0%Unchanged
Willow Creek Wealth Management Inc.9,253$411.0K0.08%00.0%Unchanged
Glenview Trust Co9,287$413.0K0.02%−40.0%Reduced
Kraematon Investment Advisors, Inc9,330$415.0K0.48%+40.0%Added
Rempart Asset Management Inc.9,325$415.0K0.10%+625+7.2%Added
Laurel Wealth Advisors, Inc.9,345$416.0K0.04%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp9,386$417.0K0.00%−5,174−35.5%Reduced
Natixis9,464$421.0K0.00%−12,027−56.0%Reduced
Cross Staff Investments Inc9,482$422.0K0.47%−133−1.4%Reduced
Financial Perspectives, Inc9,494$422.2K0.24%00.0%Unchanged
YorkBridge Wealth Partners, LLC9,694$431.0K0.11%00.0%Unchanged
EP Wealth Advisors, LLC9,681$431.0K0.01%+6,017+164.2%Added
Segment Wealth Management, LLC9,744$433.0K0.05%−97−1.0%Reduced
InterOcean Capital Group, LLC9,838$437.0K0.02%+9,838New
Garrison Point Advisors, LLC10,125$450.0K0.37%00.0%Unchanged
Private Advisor Group, LLC10,155$452.0K0.00%−215−2.1%Reduced
Inscription Capital, LLC10,229$455.0K0.08%+6,469+172.0%Added
Mattern Wealth Management LLC10,484$466.0K0.18%−138−1.3%Reduced
Next Capital Management LLC10,500$466.0K0.34%00.0%Unchanged
HB Wealth Management, LLC10,486$466.0K0.01%+240+2.3%Added
Skba Capital Management LLC10,470$466.0K0.09%+1,100+11.7%Added
We Are One Seven, LLC10,521$468.0K0.06%−43−0.4%Reduced
Belpointe Asset Management LLC10,567$470.0K0.03%+97+0.9%Added
Wolverine Asset Management LLC10,695$475.0K0.01%00.0%Unchanged
Meritage Portfolio Management10,754$478.0K0.04%00.0%Unchanged
Integrated Wealth Concepts LLC11,078$493.0K0.02%+263+2.4%Added
Fisher Asset Management, LLC11,142$495.0K0.00%−146−1.3%Reduced
Ritholtz Wealth Management11,166$497.0K0.03%−4,534−28.9%Reduced
Whittier Trust Co of Nevada Inc11,228$499.0K0.02%+428+4.0%Added
First Pacific Financial11,344$504.0K0.24%+403+3.7%Added
JustInvest LLC11,400$507.0K0.02%+3,075+36.9%Added
Gulf International Bank (UK) Ltd13,223$513.0K0.01%00.0%Unchanged
4J Wealth Management LLC11,606$516.0K0.65%+560+5.1%Added
Dorsey & Whitney Trust CO LLC11,606$516.0K0.05%+1,173+11.2%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management11,645$518.0K0.03%−1,250−9.7%Reduced
Pathstone Family Office, LLC11,837$526.4K0.01%+11,837New
Arcus Capital Partners, LLC12,187$542.0K0.24%+48+0.4%Added
M&T Bank Corp16,255$543.0K0.00%+4,975+44.1%Added
Paloma Partners Management Co12,300$547.0K0.05%+7,400+151.0%Added
Avenir Corp12,500$556.0K0.05%00.0%Unchanged
Douglas Lane & Associates, LLC12,600$560.0K0.01%00.0%Unchanged
Dixon Hubard Feinour & Brown Inc12,746$567.0K0.07%+2,816+28.4%Added
Resonant Capital Advisors, LLC12,797$569.0K0.09%+793+6.6%Added
Crawford Investment Counsel Inc12,825$570.0K0.01%00.0%Unchanged
Firethorn Wealth Partners, LLC11,557$573.0K0.47%−68−0.6%Reduced
Institute for Wealth Management, LLC.12,915$574.0K0.11%00.0%Unchanged
IFP Advisors, Inc14,031$576.0K0.02%−13,638−49.3%Reduced
Y-Intercept (Hong Kong) Ltd12,999$578.0K0.08%−11,814−47.6%Reduced
Cary Street Partner Investment Advisory LLC13,035$580.0K0.05%+13,035New
Geneos Wealth Management Inc.12,936$582.0K0.03%−17−0.1%Reduced
Clearstead Advisors, LLC13,138$584.0K0.05%−433−3.2%Reduced
Cetera Investment Advisers13,122$584.0K0.01%−387−2.9%Reduced
Susquehanna International Group, LLP13,419$596.0K0.00%+13,419New
Raymond James Trust N.A.13,419$597.0K0.02%+452+3.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main13,505$601.4K0.00%+5,855+76.5%Added
LVW Advisors, LLC13,540$602.0K0.13%+100+0.7%Added
Veriti Management LLC13,696$609.0K0.08%−72−0.5%Reduced
Fishman Jay A Ltd13,700$609.2K0.08%−700−4.9%Reduced
BlackRock Inc.13,776$613.0K0.00%−2,191−13.7%Reduced
Moors & Cabot, Inc.13,774$613.0K0.04%+1,831+15.3%Added
AIA Group Ltd14,341$638.0K0.03%+1,993+16.1%Added
U.S. Capital Wealth Advisors, LLC14,500$645.0K0.03%+14,500New
Vestmark Advisory Solutions, Inc.14,731$655.0K0.04%+367+2.6%Added
Legacy Private Trust Co.14,750$656.0K0.06%00.0%Unchanged