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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 1,838 | $82.0K | 0.01% | +1,838 | New |
| SeaCrest Wealth Management, LLC | 1,846 | $82.0K | 0.01% | +1,846 | New |
| TCI Wealth Advisors, Inc. | 1,831 | $81.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,827 | $81.0K | 0.00% | −2−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,780 | $79.0K | 0.01% | −3,177−64.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,728 | $77.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 1,677 | $75.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 1,633 | $73.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,625 | $72.3K | 0.04% | +1,625 | New |
| Contravisory Investment Management, Inc. | 1,626 | $72.0K | 0.02% | +1,626 | New |
| Fifth Third Bancorp | 1,596 | $71.0K | 0.00% | −27−1.7% | Reduced |
| Community Bank, N.A. | 1,528 | $68.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,513 | $68.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,372 | $61.0K | 0.00% | +312+29.4% | Added |
| Baystate Wealth Management LLC | 1,272 | $57.0K | 0.01% | +2+0.2% | Added |
| Cyrus J. Lawrence, LLC | 1,200 | $53.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,182 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,185 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,185 | $53.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,189 | $53.0K | 0.00% | +1,189 | New |
| JNBA Financial Advisors | 1,156 | $51.0K | 0.01% | +57+5.2% | Added |
| BNP Paribas Arbitrage, SA | 1,057 | $47.0K | 0.00% | +277+35.5% | Added |
| Cordasco Financial Network | 988 | $44.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 973 | $43.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 900 | $40.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 900 | $40.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 892 | $39.7K | 0.00% | +892 | New |
| Swiss Life Asset Management Ltd | 889 | $39.6K | 0.00% | +889 | New |
| Edmond de Rothschild Holding S.A. | 878 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 684 | $38.0K | 0.00% | +684 | New |
| Toth Financial Advisory Corp | 800 | $36.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 783 | $35.0K | 0.00% | −541−40.9% | Reduced |
| Quadrant Capital Group LLC | 777 | $35.0K | 0.00% | −128−14.1% | Reduced |
| First Horizon Advisors, Inc. | 767 | $34.0K | 0.00% | +173+29.1% | Added |
| Optiver Holding B.V. | 774 | $34.0K | 0.00% | +526+212.1% | Added |
| Brewin Dolphin Wealth Management Ltd | 750 | $33.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 752 | $33.0K | 0.02% | +752 | New |
| Harel Insurance Investments & Financial Services Ltd. | 690 | $31.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 672 | $30.0K | 0.01% | −89−11.7% | Reduced |
| Financial Management Professionals, Inc. | 680 | $30.0K | 0.01% | −45−6.2% | Reduced |
| Zions Bancorporation, N.A. | 640 | $28.0K | 0.00% | −21−3.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 625 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 594 | $26.0K | 0.01% | +1+0.2% | Added |
| Carmichael Hill & Associates, Inc. | 580 | $26.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 510 | $23.0K | 0.00% | −486−48.8% | Reduced |
| Trustcore Financial Services, LLC | 511 | $23.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 503 | $23.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 488 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 467 | $22.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 475 | $21.0K | 0.00% | −288−37.7% | Reduced |
| HHM Wealth Advisors, LLC | 475 | $21.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 438 | $19.0K | 0.00% | −198−31.1% | Reduced |
| Disciplined Investments, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 394 | $18.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 391 | $17.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 390 | $17.0K | 0.00% | +365+1,460.0% | Added |
| Sugarloaf Wealth Management, LLC | 352 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 351 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 361 | $16.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 335 | $15.0K | 0.00% | −410−55.0% | Reduced |
| Chilton Capital Management LLC | 330 | $15.0K | 0.00% | +330 | New |
| Emfo, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 277 | $12.3K | 0.00% | +277 | New |
| Cribstone Capital Management, LLC | 240 | $11.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $9.00K | 0.01% | −243−54.9% | Reduced |
| EverSource Wealth Advisors, LLC | 212 | $9.00K | 0.00% | −15−6.6% | Reduced |
| Orion Capital Management LLC | 208 | $9.00K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 193 | $9.00K | 0.00% | +45+30.4% | Added |
| RWM Asset Management, LLC | 192 | $9.00K | 0.00% | +90+88.2% | Added |
| Horan Securities, Inc. | 195 | $9.00K | 0.01% | +195 | New |
| Atlas Capital Advisors LLC | 186 | $8.27K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 174 | $8.00K | 0.00% | +32+22.5% | Added |
| Allworth Financial LP | 176 | $8.00K | 0.00% | +38+27.5% | Added |
| Kelly Financial Services LLC | 174 | $7.75K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 168 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 155 | $7.00K | 0.01% | +155 | New |
| Fieldpoint Private Securities, LLC | 135 | $6.00K | 0.00% | −6−4.3% | Reduced |
| Karlinski Andrew C | 133 | $6.00K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 127 | $6.00K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 120 | $5.00K | 0.00% | −216−64.3% | Reduced |
| Charter Oak Capital Management, LLC | 122 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 106 | $5.00K | 0.00% | +5+5.0% | Added |
| Larson Financial Group LLC | 120 | $5.00K | 0.00% | +120 | New |
| Baldrige Asset Management LLC | 110 | $5.00K | 0.00% | +110 | New |
| Ellis Investment Partners, LLC | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 91 | $4.00K | 0.00% | +91 | New |
| Heritage Financial Services, LLC | 97 | $4.00K | 0.00% | +97 | New |
| McIlrath & Eck, LLC | 59 | $3.00K | 0.00% | −75−56.0% | Reduced |
| Bogart Wealth, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 56 | $2.00K | 0.00% | +56 | New |
| Schubert & Co | 55 | $2.00K | 0.00% | +55 | New |
| Jones Financial Companies LLLP | 18 | $1.00K | 0.00% | −18−50.0% | Reduced |
| Evoke Wealth, LLC | 32 | $1.00K | 0.00% | −1−3.0% | Reduced |