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.
| 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, 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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 19,031,042 | $846.5M | 2.02% | −959,934−4.8% | Reduced |
| CIBC Asset Management Inc | 19,323,434 | $859.5M | 3.52% | +687,693+3.7% | Added |
| Jarislowsky, Fraser Ltd | 20,654,250 | $916.8M | 5.83% | −222,022−1.1% | Reduced |
| FMR LLC | 22,743,081 | $1.01B | 0.10% | +4,315,285+23.4% | Added |
| Mackenzie Financial Corp | 22,829,678 | $1.02B | 1.63% | −936,878−3.9% | Reduced |
| 1832 Asset Management L.P. | 22,980,944 | $1.02B | 2.06% | −39,314−0.2% | Reduced |
| TD Asset Management Inc | 30,328,675 | $1.35B | 1.56% | −308,078−1.0% | Reduced |
| FIL Ltd | 34,240,696 | $1.52B | 1.81% | +2,912,379+9.3% | Added |
| Vanguard Group Inc | 44,954,318 | $2.00B | 0.06% | +903,602+2.1% | Added |
| Principal Financial Group Inc | 45,883,416 | $2.04B | 1.51% | +2,452,878+5.6% | Added |
| Bank of Montreal | 50,709,019 | $2.29B | 1.63% | +128,037+0.3% | Added |
| Royal Bank of Canada | 97,538,062 | $4.34B | 1.34% | +1,357,846+1.4% | Added |
| Brookfield Asset Management Inc. | 130,336,513 | $5.80B | 24.61% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 836 | – | – | +722+633.3% | Added |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −190,222−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −3,541,010−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −41,144−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −28,137−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −20,048−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −19,192−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −15,572−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,383−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,694−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −11,645−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,518−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,837−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −7,363−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,363−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,098−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,941−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −5,724−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −5,647−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,603−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −43,019−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −5,254−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −16,122−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −4,811−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −4,446−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −4,542−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −4,455−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −4,186−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −4,177−100.0% | Sold out |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −4,067−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| Saybrook Capital | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −3,918−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,836−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −3,827−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| BTR Capital Management Inc | 0 | $0 | 0.00% | −3,795−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Garrison Bradford & Associates Inc | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Blue Square Asset Management, LLC | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,646−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Chickasaw Capital Management LLC | 0 | $0 | 0.00% | −3,591−100.0% | Sold out |
| Reynders McVeigh Capital Management, LLC | 0 | $0 | 0.00% | −3,577−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Azimuth Capital Management LLC | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Kings Point Capital Management | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |