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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, Q3 2022

Institutional positions in Brookfield Asset Management Ltd. as of Sep 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
685
−18 vs. Q2 2022
Shares held
1.01B
+11.8M (+1.2%) vs. Q2 2022
Total value
$41.6B
−$3.04B (−6.8%) vs. Q2 2022
New holders
41
227 more added
Sold out
59
248 more reduced

11 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 685 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 heldQ3 2022: $41.6B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q2 2022.

Institutions holding BAM in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tradition Wealth Management, LLC1,897$78.0K0.01%+1,536+425.5%Added
Proequities, Inc.1,934$79.0K0.01%−1,167−37.6%Reduced
Harbor Investment Advisory, LLC1,948$80.0K0.01%00.0%Unchanged
Magellan Asset Management Ltd1,989$81.0K0.00%+1,989New
Signaturefd, LLC2,087$85.0K0.00%+116+5.9%Added
Bogart Wealth, LLC2,138$87.0K0.01%+2,070+3,044.1%Added
South State Corp.2,195$90.0K0.01%00.0%Unchanged
Quent Capital, LLC2,221$91.0K0.02%+90+4.2%Added
West Bancorporation Inc2,280$93.0K0.07%00.0%Unchanged
BDO Wealth Advisors, LLC2,500$102.0K0.01%00.0%Unchanged
NuWave Investment Management, LLC2,506$102.0K0.12%+2,506New
Grayhawk Investment Strategies Inc.2,792$114.0K0.08%−291−9.4%Reduced
CWM, LLC2,831$116.0K0.00%+1,459+106.3%Added
Advisors Asset Management, Inc.2,940$120.0K0.00%+42+1.4%Added
Thompson Siegel & Walmsley LLC3,375$138.0K0.00%00.0%Unchanged
Huntington National Bank3,416$139.0K0.00%−19−0.6%Reduced
Pin Oak Investment Advisors Inc3,549$145.0K0.18%00.0%Unchanged
Harbour Investments, Inc.3,589$160.0K0.01%00.0%Unchanged
Fifth Third Bancorp3,905$160.0K0.00%+2,309+144.7%Added
Glassman Wealth Services4,004$164.0K0.03%+86+2.2%Added
Venturi Wealth Management, LLC4,000$164.0K0.02%+4,000New
Spire Wealth Management4,101$168.0K0.01%−1,422−25.7%Reduced
Belpointe Asset Management LLC4,184$170.0K0.01%−6,383−60.4%Reduced
Addison Advisors LLC4,205$172.0K0.11%00.0%Unchanged
Group One Trading, L.P.4,439$182.0K0.01%−42,934−90.6%Reduced
Covington Capital Management4,677$191.0K0.01%00.0%Unchanged
Umb Bank N A4,662$191.0K0.00%+1,893+68.4%Added
Zullo Investment Group, Inc.4,700$192.0K0.12%00.0%Unchanged
Acadian Asset Management LLC4,839$197.0K0.00%−25,019−83.8%Reduced
Verdence Capital Advisors LLC4,950$202.0K0.03%+4,950New
Parallax Volatility Advisers, L.P.4,966$203.0K0.00%−80,466−94.2%Reduced
Aj Wealth Strategies, LLC5,000$204.0K0.01%00.0%Unchanged
Verus Financial Partners, Inc.5,138$205.0K0.03%+5,138New
Eudaimonia Partners, LLC5,117$209.0K0.05%−491−8.8%Reduced
Fortress Wealth Group, LLC5,148$211.0K0.16%−124−2.4%Reduced
Beacon Pointe Advisors, LLC5,157$211.0K0.00%+5,157New
HM Payson & Co5,200$213.0K0.01%00.0%Unchanged
Wealthsimple Inc.2,723$213.0K0.01%+2,723New
Advisors Capital Management, LLC4,684$214.0K0.01%−418−8.2%Reduced
Inscription Capital, LLC5,260$215.0K0.06%−4,969−48.6%Reduced
Henshaw Capital LLC5,299$216.7K0.02%00.0%Unchanged
ASB Consultores, LLC5,340$218.0K0.10%+5,340New
CoreCap Advisors, LLC5,384$220.0K0.02%−161−2.9%Reduced
Private Advisor Group, LLC5,396$221.0K0.00%−4,759−46.9%Reduced
Cubic Asset Management, LLC5,400$221.0K0.07%00.0%Unchanged
Stephens Inc5,412$221.0K0.00%+261+5.1%Added
Walker Asset Management, LLC5,435$222.0K0.20%−1,000−15.5%Reduced
Bard Financial Services, Inc.5,445$223.0K0.02%00.0%Unchanged
Cable Hill Partners, LLC5,500$225.0K0.05%00.0%Unchanged
Buckingham Strategic Partners5,518$226.0K0.01%+1,018+22.6%Added
Forum Financial Management, LP5,562$227.0K0.01%00.0%Unchanged
Commerce Bank5,805$237.0K0.00%+58+1.0%Added
Gould Asset Management LLC5,855$239.0K0.08%−240−3.9%Reduced
Carnegie Capital Asset Management, LLC5,857$239.0K0.01%00.0%Unchanged
Nicholas Hoffman & Company, LLC.5,864$240.0K0.01%+58+1.0%Added
Boston Trust Walden Corp5,962$244.0K0.00%−2,981−33.3%Reduced
Veritas Investment Partners (UK) Ltd.6,000$245.0K0.01%00.0%Unchanged
Cortland Associates Inc5,982$245.0K0.04%00.0%Unchanged
Joel Isaacson & Co., LLC6,047$247.0K0.02%00.0%Unchanged
Wexford Capital LP6,071$248.0K0.08%00.0%Unchanged
Fort Washington Investment Advisors Inc6,081$249.0K0.00%00.0%Unchanged
Community Bank & Trust, Waco, Texas6,106$250.0K0.09%00.0%Unchanged
Mercer Global Advisors Inc6,174$252.0K0.00%+691+12.6%Added
Lincoln National Corp6,184$253.0K0.01%+525+9.3%Added
Pure Financial Advisors, Inc.6,406$262.0K0.02%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP6,520$267.0K0.02%00.0%Unchanged
Crestwood Advisors Group LLC6,618$271.0K0.01%00.0%Unchanged
Pembroke Management, LTD4,805$271.0K0.03%+1,022+27.0%Added
Griffin Asset Management, Inc.6,648$272.0K0.05%+12+0.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.5,873$272.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.6,802$278.0K0.10%+749+12.4%Added
Buckingham Strategic Wealth, LLC6,813$279.0K0.01%−26−0.4%Reduced
Bokf, NA6,850$280.0K0.01%+80+1.2%Added
Heartwood Wealth Advisors LLC6,875$281.0K0.05%00.0%Unchanged
Voya Financial Advisors, Inc.6,909$281.0K0.04%+74+1.1%Added
D.A. Davidson & Co.6,982$285.0K0.00%+30.0%Added
Nwam LLC6,996$286.0K0.03%−697−9.1%Reduced
Essex Financial Services, Inc.7,054$288.0K0.03%00.0%Unchanged
IHT Wealth Management, LLC7,070$289.0K0.02%+7,070New
Bartlett & Co. Wealth Management LLC7,114$290.9K0.01%00.0%Unchanged
Bartlett & Co. LLC7,114$291.0K0.01%00.0%Unchanged
Flagship Harbor Advisors, LLC7,143$292.0K0.03%+10+0.1%Added
Vivaldi Capital Management, LLC7,275$294.0K0.08%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC7,214$295.0K0.01%−7,286−50.2%Reduced
Meadow Creek Wealth Advisors LLC7,283$298.0K0.39%−263−3.5%Reduced
GYL Financial Synergies, LLC7,291$298.0K0.08%00.0%Unchanged
Sustainable Insight Capital Management, LLC7,300$298.0K0.35%+2,300+46.0%Added
Frisch Financial Group, Inc.7,352$301.0K0.13%+22+0.3%Added
Laurus Investment Counsel Inc.5,415$303.0K0.11%00.0%Unchanged
Canal Capital Management, LLC7,411$303.0K0.09%+2,887+63.8%Added
Lindbrook Capital, LLC7,433$304.0K0.05%+148+2.0%Added
Intercontinental Wealth Advisors, LLC7,468$305.0K0.10%+22+0.3%Added
Geneos Wealth Management Inc.7,507$306.0K0.02%−5,429−42.0%Reduced
American Portfolios Advisors7,543$308.4K0.01%−164−2.1%Reduced
Main Street Financial Solutions, LLC7,644$313.0K0.05%−150−1.9%Reduced
Gotham Asset Management, LLC7,705$315.0K0.01%+841+12.3%Added
Schonfeld Strategic Advisors LLC7,700$315.0K0.00%+7,700New
Harbour Capital Advisors, LLC7,950$318.0K0.11%+150+1.9%Added
Greenleaf Trust7,868$322.0K0.00%−12−0.2%Reduced
Checchi Capital Advisers, LLC7,935$324.0K0.04%+87+1.1%Added