Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2022

Institutional positions in Brookfield Asset Management Ltd. as of Dec 31, 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
456
−215 vs. Q3 2022
Shares held
246.7M
−761.5M (−75.5%) vs. Q3 2022
Total value
$7.09B
−$34.3B (−82.9%) vs. Q3 2022
New holders
50
11 more added
Sold out
265
391 more reduced

14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 456 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 heldQ4 2022: $7.09B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q3 2022.

Institutions holding BAM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Grayhawk Investment Strategies Inc.5,044$22.7K0.02%+2,252+80.7%Added
Advisors Asset Management, Inc.811$23.3K0.00%−2,129−72.4%Reduced
Thompson Siegel & Walmsley LLC843$24.0K0.00%−2,532−75.0%Reduced
Pin Oak Investment Advisors Inc893$26.0K0.03%−2,656−74.8%Reduced
Glassman Wealth Services914$26.2K0.00%−3,090−77.2%Reduced
Hillsdale Investment Management Inc.923$26.4K0.00%−260,662−99.6%Reduced
Belpointe Asset Management LLC943$27.0K0.00%−3,241−77.5%Reduced
Harbour Investments, Inc.944$27.1K0.00%−2,645−73.7%Reduced
Huntington National Bank1,047$30.0K0.00%−2,369−69.4%Reduced
Addison Advisors LLC1,054$30.2K0.02%−3,151−74.9%Reduced
Cercano Management LLC1,071$30.7K0.00%+1,071New
HM Payson & Co1,300$37.3K0.00%−3,900−75.0%Reduced
Sargent Bickham Lagudis LLC1,362$39.0K0.00%−56,985−97.7%Reduced
Laurus Investment Counsel Inc.1,012$39.3K0.01%−4,403−81.3%Reduced
Acadian Asset Management LLC1,418$40.0K0.00%−3,421−70.7%Reduced
Ronald Blue Trust, Inc.1,003$41.0K0.00%+596+146.4%Added
Veritas Investment Partners (UK) Ltd.1,500$43.0K0.00%−4,500−75.0%Reduced
Financial Perspectives, Inc1,618$46.4K0.02%−7,876−83.0%Reduced
RE Dickinson Investment Advisors, LLC1,676$48.0K0.02%+1,676New
Bartlett & Co. Wealth Management LLC1,777$50.9K0.00%−5,337−75.0%Reduced
Bartlett & Co. LLC1,777$51.0K0.00%−5,337−75.0%Reduced
Clearstead Advisors, LLC2,033$58.3K0.00%−11,105−84.5%Reduced
Fortis Advisors, LLC2,062$59.1K0.05%−6,188−75.0%Reduced
Leonteq Securities AG2,127$61.0K0.00%+2,127New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,288$65.5K0.00%−11,217−83.1%Reduced
Kraematon Investment Advisors, Inc2,332$66.9K0.07%−7,004−75.0%Reduced
Cary Street Partner Investment Advisory LLC2,491$71.4K0.01%−9,263−78.8%Reduced
Wolverine Asset Management LLC2,673$76.6K0.00%−8,022−75.0%Reduced
Pacer Advisors, Inc.2,705$77.6K0.00%+2,705New
Whittier Trust Co of Nevada Inc2,790$80.0K0.00%−8,010−74.2%Reduced
Bessemer Group Inc2,936$84.0K0.00%−2,104,834−99.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S3,076$88.0K0.00%+3,076New
Arcus Capital Partners, LLC3,181$91.2K0.04%−12,505−79.7%Reduced
Mitsubishi UFJ Trust & Banking Corp3,313$95.0K0.00%−4,887−59.6%Reduced
BDO Wealth Advisors, LLC3,750$107.5K0.01%+1,250+50.0%Added
Farther Finance Advisors, LLC3,819$109.5K0.04%+3,819New
Colonial Trust Co4,356$124.9K0.03%−13,172−75.1%Reduced
Cullen/Frost Bankers, Inc.4,419$126.7K0.00%−13,413−75.2%Reduced
Asset Management One Co.,Ltd.4,560$133.5K0.00%−13,681−75.0%Reduced
Anchor Investment Management, LLC4,735$135.8K0.02%+4,735New
Lakewood Asset Management LLC5,805$166.0K0.13%+5,805New
Hantz Financial Services, Inc.5,907$169.0K0.01%−16,970−74.2%Reduced
St. James Investment Advisors, LLC6,094$174.7K0.32%−13,478−68.9%Reduced
Princeton Global Asset Management LLC6,163$177.0K0.06%−18,322−74.8%Reduced
CWS Financial Advisors, LLC4,536$202.0K0.09%+4,536New
Captrust Financial Advisors7,302$209.3K0.00%−21,102−74.3%Reduced
Westfield Capital Management Co LP7,507$215.2K0.00%−1,916,149−99.6%Reduced
Summit Trail Advisors, LLC7,529$215.9K0.01%−22,589−75.0%Reduced
Evercore Wealth Management, LLC7,618$218.4K0.00%−11,844−60.9%Reduced
CSS LLC7,713$221.1K0.01%+7,713New
Riverview Capital Advisers, LLC7,871$225.7K0.12%−23,454−74.9%Reduced
Kestra Advisory Services, LLC7,884$226.0K0.00%−22,979−74.5%Reduced
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.7,886$226.1K0.05%−6,642−45.7%Reduced
PDT Partners, LLC8,000$229.4K0.04%−19,652−71.1%Reduced
Nexus Investment Management ULC8,032$230.0K0.03%−26,376−76.7%Reduced
Schneider Downs Wealth Management Advisors, LP8,064$231.2K0.05%−24,236−75.0%Reduced
Meixler Investment Management, Ltd.8,080$231.7K0.23%+8,080New
Comerica Bank7,283$232.0K0.00%−31,631−81.3%Reduced
BlackRock Inc.8,352$239.5K0.00%−23,077−73.4%Reduced
USS Investment Management Ltd8,400$241.2K0.00%−25,200−75.0%Reduced
Tower Research Capital LLC (TRC)8,466$242.0K0.01%−5,402−39.0%Reduced
TownSquare Capital, LLC8,506$243.9K0.01%−74,303−89.7%Reduced
Brown Brothers Harriman & Co8,855$253.9K0.00%−26,689−75.1%Reduced
Dorchester Wealth Management Co8,909$255.0K0.06%−32,705−78.6%Reduced
Thomas White International Ltd9,010$258.3K0.06%−27,260−75.2%Reduced
Tocqueville Asset Management L.P.9,181$263.2K0.00%+9,181New
Barclays PLC9,435$270.5K0.00%−65,484−87.4%Reduced
Baird Financial Group, Inc.9,667$277.0K0.00%−33,969−77.8%Reduced
Bradley Foster & Sargent Inc9,693$277.9K0.01%−29,008−75.0%Reduced
Check Capital Management Inc9,952$285.3K0.03%−2,254,751−99.6%Reduced
Whittier Trust Co9,972$285.8K0.01%−6,518−39.5%Reduced
Bray Capital Advisors10,330$296.2K0.09%−11,478−52.6%Reduced
US Bancorp10,413$298.5K0.00%−31,740−75.3%Reduced
Assenagon Asset Management S.A.10,640$304.0K0.00%−32,538−75.4%Reduced
Quantinno Capital Management LP10,625$304.0K0.02%+10,625New
Capital Insight Partners, LLC10,653$305.4K0.08%−31,019−74.4%Reduced
Gamco Investors, Inc. Et Al10,671$305.9K0.00%−33,089−75.6%Reduced
Baker Tilly Wealth Management, LLC10,857$311.3K0.04%−36,351−77.0%Reduced
Jackson Hole Capital Partners, LLC10,895$312.4K0.09%−33,024−75.2%Reduced
Metis Global Partners, LLC11,220$321.3K0.03%−34,024−75.2%Reduced
Prudential Financial Inc11,306$323.5K0.00%−993−8.1%Reduced
Lagoda Investment Management, L.P.10,315$324.5K0.22%−7,750−42.9%Reduced
Pacifica Partners Inc.11,841$330.8K0.22%−36,117−75.3%Reduced
Allen Investment Management LLC11,759$337.1K0.01%−35,260−75.0%Reduced
Northwestern Mutual Wealth Management Co12,236$350.8K0.00%−35,592−74.4%Reduced
Natixis12,422$357.3K0.00%−5,081−29.0%Reduced
Needham Investment Management LLC12,570$359.7K0.07%−33,724−72.8%Reduced
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial12,583$360.8K0.01%−37,417−74.8%Reduced
Advisory Services Network, LLC12,665$363.1K0.01%−36,737−74.4%Reduced
Taylor Hoffman Wealth Management13,034$373.7K0.23%−42,777−76.6%Reduced
Portland Investment Counsel Inc.13,642$391.0K0.22%−40,798−74.9%Reduced
Guardian Wealth Management, Inc.13,851$397.1K0.39%−41,504−75.0%Reduced
Skandinaviska Enskilda Banken AB (publ)10,500$407.0K0.00%−7,112−40.4%Reduced
Kayne Anderson Capital Advisors LP14,350$411.4K0.01%−45,550−76.0%Reduced
Colonial Trust Advisors14,641$419.8K0.05%−42,729−74.5%Reduced
Herold Advisors, Inc.14,817$424.0K0.18%−44,523−75.0%Reduced
Cloverfields Capital Group, LP14,951$428.6K0.14%−45,215−75.2%Reduced
Hendershot Investments Inc.14,977$429.4K0.07%−46,107−75.5%Reduced
Mascoma Wealth Management LLC15,075$432.2K0.14%−45,225−75.0%Reduced
SOL Capital Management CO15,162$434.7K0.08%−45,575−75.0%Reduced