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Brookfield Asset Management Ltd.

BAM
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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.

Q4 2022 vs. Q3 2022

How the institutions holding Brookfield Asset Management Ltd. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of BAM: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders68514456−215
Shares1.01B5.05M246.7M−761.5M (−75.5%)
Value$41.6B$206.6M$7.09B−$34.3B (−82.9%)

14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to BAM in Q4 2022
InstitutionSharesValue% of portfolio
Agf Management Ltd835,460$23.9M0.17%
Holocene Advisors, LP625,530$17.9M0.11%
Itau Unibanco Holding S.A.359,069$10.5M0.43%
Weiss Multi-Strategy Advisers LLC341,923$9.80M0.28%
Triasima Portfolio Management inc.299,666$8.58M0.66%
Northwest & Ethical Investments L.P.233,235$6.68M0.23%
Compagnie Lombard Odier SCmA141,475$4.06M0.11%
Capital Group Investment Management Pte. Ltd.109,476$3.14M0.12%
VGI Partners Ltd70,698$2.03M0.47%
Orbis Allan Gray Ltd69,158$1.98M0.02%
Hi-Line Capital Management, LLC40,145$1.15M0.36%
Polar Asset Management Partners Inc.40,000$1.14M0.02%
Scharf Investments, LLC32,875$942.5K0.03%
Bluefin Capital Management, LLC19,928$571.3K0.10%
CI Private Wealth, LLC18,316$525.1K0.00%
Templeton & Phillips Capital Management, LLC15,409$441.8K0.47%
Quantinno Capital Management LP10,625$304.0K0.02%
Tocqueville Asset Management L.P.9,181$263.2K0.00%
Meixler Investment Management, Ltd.8,080$231.7K0.23%
CSS LLC7,713$221.1K0.01%
CWS Financial Advisors, LLC4,536$202.0K0.09%
Lakewood Asset Management LLC5,805$166.0K0.13%
Anchor Investment Management, LLC4,735$135.8K0.02%
Farther Finance Advisors, LLC3,819$109.5K0.04%
BI Asset Management Fondsmaeglerselskab A/S3,076$88.0K0.00%
Pacer Advisors, Inc.2,705$77.6K0.00%
Leonteq Securities AG2,127$61.0K0.00%
RE Dickinson Investment Advisors, LLC1,676$48.0K0.02%
Cercano Management LLC1,071$30.7K0.00%
Mendota Financial Group, LLC750$21.5K0.03%
Freedom Wealth Alliance, LLC512$14.7K0.02%
GWM Advisors LLC952$11.0K0.00%
Hanson & Doremus Investment Management302$9.00K0.00%
Centerpoint Advisors, LLC291$8.00K0.00%
Crewe Advisors LLC251$7.20K0.00%
Parkside Financial Bank & Trust215$6.15K0.00%
Delta Asset Management LLC155$4.44K0.00%
New England Capital Financial Advisors LLC123$3.94K0.00%
Glass Jacobson Investment Advisors llc125$3.58K0.00%
Piershale Financial Group, Inc.68$1.95K0.00%
Montag A & Associates Inc45$1.29K0.00%
JJJ Advisors Inc.38$1.18K0.00%
ICA Group Wealth Management, LLC27$7740.00%
Romano Brothers and Company26$7450.00%
Hollencrest Capital Management21$6020.00%
American State Bank (Iowa)16$4590.00%
Register Financial Advisors LLC15$4230.00%
Raffa Wealth Management, LLC4$1150.00%
Fuller & Thaler Asset Management, Inc.1$00.00%
Penserra Capital Management LLC22$00.00%

Sold out (265)

Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2022 and filed for Q4 2022 without it.

Showing the largest 100 of 265 by value.

Institutions that sold out of BAM in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Viking Global Investors LPSuperinvestorViking Global Investors14,757,027$603.4M
Intact Investment Management Inc.673,000$37.9M
Great West Life Assurance Co662,037$27.1M
Citadel Advisors LLC663,221$27.1M
Klingenstein Fields & Co LP449,564$18.4M
Partners Group Holding AG444,144$18.2M
Voloridge Investment Management, LLC407,776$16.7M
Ilmarinen Mutual Pension Insurance Co400,000$16.4M
Jackson Hill Advisors, LLC316,000$12.9M
Callahan Advisors, LLC306,577$12.5M
Partners Capital Investment Group, LLP298,021$12.2M
HSBC Holdings PLC291,052$12.0M
Liontrust Investment Partners LLP150,000$8.48M
Timber Creek Capital Management LLC176,317$7.21M
Lombard Odier Asset Management (Europe) Ltd174,320$7.13M
Parkside Investments, LLC170,133$6.96M
PCJ Investment Counsel Ltd.163,758$6.69M
Chemistry Wealth Management LLC160,462$6.56M
Edgestream Partners, L.P.159,062$6.50M
Blue Zone Wealth Advisors, LLC156,917$6.42M
Qube Research & Technologies Ltd141,655$5.79M
Charter Trust Co131,511$5.38M
Endeavour Capital Advisors Inc125,438$5.13M
Kovitz Investment Group Partners, LLC124,776$5.10M
Cubist Systematic Strategies, LLC123,380$5.04M
Pendal Group Limited122,358$5.00M
Mirabella Financial Services LLP120,425$4.90M
First Trust Bank, Ltd.115,400$4.72M
Man Group plc113,058$4.63M
Point72 Asset Management, L.P.109,800$4.49M
Lombard Odier Asset Management (Switzerland) SA95,548$4.04M
Salvus Wealth Management, LLC96,956$3.96M
Susquehanna International Group, LLP93,883$3.84M
Atlantic Union Bankshares Corp87,586$3.58M
Lincoln Capital LLC83,074$3.40M
Vident Investment Advisory, LLC79,730$3.25M
Desjardins Global Asset Management Inc.77,442$3.17M
New York State Common Retirement Fund76,793$3.14M
United Services Automobile Association71,138$2.91M
Trexquant Investment LP68,039$2.78M
Leavell Investment Management, Inc.64,657$2.64M
Dynamic Technology Lab Private Ltd53,908$2.20M
ExodusPoint Capital Management, LP44,699$1.83M
K2 Principal Fund, L.P.41,200$1.69M
Heron Bay Capital Management39,401$1.61M
BNP Paribas Arbitrage, SA38,869$1.59M
Moseley Investment Management Inc35,028$1.43M
Campbell & CO Investment Adviser LLC34,349$1.41M
Ewing Morris & Co. Investment Partners Ltd.34,200$1.40M
Regions Financial Corp30,554$1.25M
Mraz, Amerine & Associates, Inc.30,526$1.25M
Alps Advisors Inc30,399$1.24M
Walter & Keenan Financial Consulting Co28,295$1.16M
Atria Investments LLC28,115$1.15M
Jag Capital Management, LLC27,813$1.14M
Candriam Luxembourg S.C.A.27,640$1.14M
Tiaa, FSB27,674$1.13M
Yousif Capital Management, LLC27,477$1.12M
Keybank National Association27,254$1.11M
Cigna Investments Inc26,968$1.11M
Parsons Capital Management Inc27,022$1.10M
FORA Capital, LLC26,601$1.09M
Glenmede Trust Co NA26,295$1.07M
Wetherby Asset Management Inc26,144$1.07M
Powell Investment Advisors, LLC26,044$1.06M
First Hawaiian Bank25,580$1.05M
McKinley Capital Management LLC /Delaware25,444$1.04M
Carmel Capital Partners, LLC25,441$1.04M
Fiduciary Trust Co24,752$1.01M
Lester Murray Antman dba SimplyRich24,758$1.01M
Eqis Capital Management, Inc.24,681$1.01M
Greenline Partners, LLC24,569$1.00M
Nelson, Van Denburg & Campbell Wealth Management Group, LLC24,527$1.00M
Atlantic Trust, LLC23,917$978.0K
Snowden Capital Advisors LLC23,626$966.0K
Bristol Gate Capital Partners Inc.23,064$951.0K
Advisor Partners II, LLC22,986$940.0K
Searle & Co.22,500$920.0K
Heritage Investors Management Corp21,625$884.0K
Phraction Management LLC21,089$862.0K
Empowered Funds, LLC20,957$857.0K
Hemington Wealth Management20,877$854.0K
Armstrong Shaw Associates Inc20,475$837.0K
Brinker Capital Investments, LLC20,190$826.0K
Lewis Capital Management, LLC20,169$825.0K
Spears Abacus Advisors LLC20,079$821.0K
AIA Group Ltd19,965$816.0K
Ritholtz Wealth Management19,650$803.0K
Bayesian Capital Management, LP19,540$799.0K
Bessemer Securities LLC19,175$784.0K
Change Path, LLC18,593$760.0K
Gilbert & Cook, Inc.19,218$746.0K
Proficio Capital Partners LLC18,210$745.0K
National Asset Management, Inc.18,183$744.0K
Pathstone Family Office, LLC17,286$706.9K
Schechter Investment Advisors, LLC17,282$706.0K
Seven Eight Capital, LP17,036$697.0K
Verition Fund Management LLC16,966$694.0K
Giverny Capital Inc.SuperinvestorGiverny Capital16,650$681.0K
Wintrust Investments LLC16,599$679.0K

Not filed for Q4 2022 yet (14)

Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Agf Investments Inc.3,123,684$127.8M
Eaton Vance Management1,789,553$73.2M
CPWM, LLC31,263$1.28M
Doyle Wealth Management27,105$1.11M
H. L. Ormond & Company, LLC21,921$896.0K
Roosevelt Investment Group LLC15,439$631.0K
Bluestein R H & Co13,750$562.0K
American Portfolios Advisors7,543$308.4K
Meadow Creek Wealth Advisors LLC7,283$298.0K
Wealthsimple Inc.2,723$213.0K
Covington Capital Management4,677$191.0K
NuWave Investment Management, LLC2,506$102.0K
Strategic Asset Management, LLC109$4.00K
Wipfli Financial Advisors LLC,15$1.00K