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.
Q3 2022 vs. Q2 2022
How the institutions holding Brookfield Asset Management Ltd. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 714 | 11 | 685 | −18 |
| Shares | 1.00B | 1.27M | 1.01B | +11.8M (+1.2%) |
| Value | $44.7B | $56.3M | $41.6B | −$3.04B (−6.8%) |
11 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (41)
Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (59)
Institutions that held Brookfield Asset Management Ltd. at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (11)
Institutions that held Brookfield Asset Management Ltd. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Farmer Steven Patrick | 1,200,311 | $53.4M |
| Advisor Partners LLC | 21,861 | $972.0K |
| Altium Wealth Management LLC | 19,891 | $885.0K |
| Dixon Hubard Feinour & Brown Inc | 12,746 | $567.0K |
| Enterprise Trust & Investment Co | 6,750 | $300.0K |
| Brewin Dolphin Ltd | 2,528 | $112.0K |
| Cordasco Financial Network | 988 | $44.0K |
| HC Financial Advisors Inc | 752 | $33.0K |
| Brewin Dolphin Wealth Management Ltd | 750 | $33.0K |
| Fieldpoint Private Securities, LLC | 135 | $6.00K |
| Exane Derivatives | 1 | $44 |