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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
Paloma Partners Management Co0$00.00%−12,300−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−11,645−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−9,681−100.0%Sold out
Willow Creek Wealth Management Inc.0$00.00%−9,253−100.0%Sold out
MQS Management LLC0$00.00%−8,088−100.0%Sold out
Teamwork Financial Advisors, LLC0$00.00%−7,329−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−7,254−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
RE Dickinson Investment Advisors, LLC0$00.00%−6,261−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−6,198−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−5,334−100.0%Sold out
Equitable Trust Co0$00.00%−5,287−100.0%Sold out
Balentine LLC0$00.00%−5,273−100.0%Sold out
Regentatlantic Capital LLC0$00.00%−4,805−100.0%Sold out
Magnetar Financial LLC0$00.00%−4,800−100.0%Sold out
Macquarie Group Ltd0$00.00%−4,654−100.0%Sold out
O'Rourke & Company, Inc0$00.00%−4,645−100.0%Sold out
Douglass Winthrop Advisors, LLC0$00.00%−4,599−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−4,613−100.0%Sold out
Sovereign Financial Group, Inc.0$00.00%−4,615−100.0%Sold out
Sheaff Brock Investment Advisors, LLC0$00.00%−4,589−100.0%Sold out
Verity & Verity, LLC0$00.00%−4,560−100.0%Sold out
CWS Financial Advisors, LLC0$00.00%−4,536−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−4,535−100.0%Sold out
Dana Investment Advisors, Inc.0$00.00%−4,500−100.0%Sold out
Wakefield Asset Management LLLP0$00.00%−4,447−100.0%Sold out
Turim 21 Investimentos Ltda.0$00.00%−2,850−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−2,853−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−2,259−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−1,846−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−1,728−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−1,626−100.0%Sold out
Walleye Trading LLC0$00.00%−1,189−100.0%Sold out
Cyrus J. Lawrence, LLC0$00.00%−1,200−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−892−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−889−100.0%Sold out
Optiver Holding B.V.0$00.00%−774−100.0%Sold out
Chilton Capital Management LLC0$00.00%−330−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−222−100.0%Sold out
Horan Securities, Inc.0$00.00%−195−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−122−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−97−100.0%Sold out
Evoke Wealth, LLC0$00.00%−32−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−3−100.0%Sold out
Farmer Steven Patrick––––Not filed
Advisor Partners LLC––––Not filed
Altium Wealth Management LLC––––Not filed
Dixon Hubard Feinour & Brown Inc––––Not filed
Enterprise Trust & Investment Co––––Not filed
Brewin Dolphin Ltd––––Not filed
Cordasco Financial Network––––Not filed
HC Financial Advisors Inc––––Not filed
Brewin Dolphin Wealth Management Ltd––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Exane Derivatives––––Not filed