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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
Whittier Trust Co16,490$674.0K0.01%+680+4.3%Added
NewEdge Wealth, LLC16,405$671.0K0.03%−5,768−26.0%Reduced
Jackson Square Capital, LLC16,417$671.0K0.33%−73−0.4%Reduced
Red Cedar Capital, LLC16,406$671.0K0.47%00.0%Unchanged
Cerity Partners LLC16,280$666.0K0.01%−559−3.3%Reduced
Mitchell Capital Management Co15,905$650.0K0.18%+15,905New
RMB Capital Management, LLC15,713$643.0K0.02%00.0%Unchanged
Arcus Capital Partners, LLC15,686$641.0K0.27%+3,499+28.7%Added
JustInvest LLC15,639$639.0K0.03%+4,239+37.2%Added
Clifford Swan Investment Counsel LLC15,556$636.0K0.03%00.0%Unchanged
XTX Topco Ltd15,506$634.0K0.16%+10,364+201.6%Added
Roosevelt Investment Group LLC15,439$631.0K0.05%−70.0%Reduced
CRA Financial Services, LLC15,226$623.0K0.22%00.0%Unchanged
Aquatic Capital Management LLC14,900$609.0K0.06%+14,900New
AE Wealth Management LLC14,717$602.0K0.00%−2,968−16.8%Reduced
M&T Bank Corp14,710$601.0K0.00%−1,545−9.5%Reduced
Lido Advisors, LLC14,633$598.0K0.01%+6,727+85.1%Added
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.14,528$594.0K0.18%−16,908−53.8%Reduced
Veriti Management LLC14,477$592.0K0.09%+781+5.7%Added
Raymond James Trust N.A.14,358$587.0K0.02%+939+7.0%Added
Vestmark Advisory Solutions, Inc.14,298$585.0K0.03%−433−2.9%Reduced
IFP Advisors, Inc14,067$580.0K0.02%+36+0.3%Added
Moors & Cabot, Inc.14,141$578.0K0.04%+367+2.7%Added
Dorsey & Whitney Trust CO LLC14,051$574.0K0.06%+2,445+21.1%Added
Tower Research Capital LLC (TRC)13,868$568.0K0.01%−20,098−59.2%Reduced
Bluestein R H & Co13,750$562.0K0.03%−3,000−17.9%Reduced
Graham Capital Management, L.P.13,758$562.0K0.02%+13,758New
Fishman Jay A Ltd13,700$560.2K0.08%00.0%Unchanged
LVW Advisors, LLC13,540$554.0K0.13%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main13,505$551.3K0.00%00.0%Unchanged
Clearstead Advisors, LLC13,138$537.0K0.05%00.0%Unchanged
Legacy Private Trust Co.13,050$534.0K0.05%−1,700−11.5%Reduced
TBH Global Asset Management, LLC13,047$533.0K0.14%+13,047New
Apexium Financial, LP13,012$532.0K0.07%+4,072+45.5%Added
Virtu Financial LLC12,864$526.0K0.05%+7,380+134.6%Added
Crawford Investment Counsel Inc12,825$524.0K0.01%00.0%Unchanged
Cetera Investment Advisers12,678$518.0K0.01%−444−3.4%Reduced
Wolverine Trading, LLC12,675$516.0K0.02%−14,605−53.5%Reduced
Aigen Investment Management, LP12,620$516.0K0.07%+12,620New
Avenir Corp12,500$511.0K0.05%00.0%Unchanged
Prudential Financial Inc12,299$505.0K0.00%+12,299New
Gulf International Bank (UK) Ltd12,292$502.0K0.01%−931−7.0%Reduced
Douglas Lane & Associates, LLC12,250$501.0K0.01%−350−2.8%Reduced
First Pacific Financial12,179$498.0K0.29%+835+7.4%Added
Cary Street Partner Investment Advisory LLC11,754$481.0K0.04%−1,281−9.8%Reduced
4J Wealth Management LLC11,607$475.0K0.61%+10.0%Added
Integrated Wealth Concepts LLC11,351$464.0K0.01%+273+2.5%Added
Resonant Capital Advisors, LLC11,273$461.0K0.07%−1,524−11.9%Reduced
HB Wealth Management, LLC11,235$459.0K0.01%+749+7.1%Added
Firethorn Wealth Partners, LLC11,062$452.0K0.42%−495−4.3%Reduced
Whittier Trust Co of Nevada Inc10,800$442.0K0.02%−428−3.8%Reduced
Meritage Portfolio Management10,754$440.0K0.04%00.0%Unchanged
Wolverine Asset Management LLC10,695$437.0K0.01%00.0%Unchanged
Next Capital Management LLC10,500$429.0K0.32%00.0%Unchanged
Mattern Wealth Management LLC10,484$429.0K0.17%00.0%Unchanged
We Are One Seven, LLC10,479$428.0K0.04%−42−0.4%Reduced
Levin Capital Strategies, L.P.10,343$423.0K0.06%+4,000+63.1%Added
MML Investors Services, LLC10,214$418.0K0.00%+1,634+19.0%Added
Garrison Point Advisors, LLC10,125$414.0K0.37%00.0%Unchanged
Gsa Capital Partners LLP10,075$412.0K0.05%+10,075New
InterOcean Capital Group, LLC9,838$402.0K0.02%00.0%Unchanged
Value Partners Investments Inc.9,707$400.0K0.04%+896+10.2%Added
Segment Wealth Management, LLC9,744$398.0K0.05%00.0%Unchanged
YorkBridge Wealth Partners, LLC9,694$396.0K0.10%00.0%Unchanged
Fisher Asset Management, LLC9,581$392.0K0.00%−1,561−14.0%Reduced
Skba Capital Management LLC9,566$391.0K0.08%−904−8.6%Reduced
Financial Perspectives, Inc9,494$388.2K0.22%00.0%Unchanged
Kraematon Investment Advisors, Inc9,336$382.0K0.49%+6+0.1%Added
Laurel Wealth Advisors, Inc.9,280$379.0K0.04%−65−0.7%Reduced
Glenview Trust Co9,287$379.0K0.01%00.0%Unchanged
Arthur M. Cohen & Associates, LLC9,254$378.0K0.10%+1,012+12.3%Added
Cross Staff Investments Inc9,085$371.0K0.42%−397−4.2%Reduced
Rempart Asset Management Inc.8,800$360.0K0.09%−525−5.6%Reduced
Financial Counselors Inc8,468$346.0K0.01%00.0%Unchanged
Wealthspire Advisors, LLC8,470$346.0K0.01%+335+4.1%Added
Bailard, Inc.8,394$343.0K0.01%−294−3.4%Reduced
Park Avenue Securities LLC8,307$340.0K0.01%+259+3.2%Added
Mitsubishi UFJ Trust & Banking Corp8,200$339.0K0.00%−1,186−12.6%Reduced
Boston Financial Mangement LLC8,260$338.0K0.01%+3,267+65.4%Added
Fortis Advisors, LLC8,250$337.0K0.24%+225+2.8%Added
AMG National Trust Bank8,152$333.0K0.01%+8,152New
Power Corp of Canada8,100$331.0K0.05%+8,100New
Winton Group Ltd8,043$329.0K0.02%+8,043New
Independent Advisor Alliance8,004$327.0K0.02%−560−6.5%Reduced
Checchi Capital Advisers, LLC7,935$324.0K0.04%+87+1.1%Added
Greenleaf Trust7,868$322.0K0.00%−12−0.2%Reduced
Harbour Capital Advisors, LLC7,950$318.0K0.11%+150+1.9%Added
Gotham Asset Management, LLC7,705$315.0K0.01%+841+12.3%Added
Schonfeld Strategic Advisors LLC7,700$315.0K0.00%+7,700New
Main Street Financial Solutions, LLC7,644$313.0K0.05%−150−1.9%Reduced
American Portfolios Advisors7,543$308.4K0.01%−164−2.1%Reduced
Geneos Wealth Management Inc.7,507$306.0K0.02%−5,429−42.0%Reduced
Intercontinental Wealth Advisors, LLC7,468$305.0K0.10%+22+0.3%Added
Lindbrook Capital, LLC7,433$304.0K0.05%+148+2.0%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
Frisch Financial Group, Inc.7,352$301.0K0.13%+22+0.3%Added
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