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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, 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
Retirement Group, LLC15,271$438.0K0.21%−30,915−66.9%Reduced
Mar Vista Investment Partners LLC15,341$439.8K0.02%−41,677−73.1%Reduced
Templeton & Phillips Capital Management, LLC15,409$441.8K0.47%+15,409New
King Luther Capital Management Corp15,483$443.9K0.00%−46,771−75.1%Reduced
Crossmark Global Holdings, Inc.15,598$447.0K0.01%−40,012−72.0%Reduced
GoodHaven Capital Management, LLC15,937$456.9K0.31%−47,505−74.9%Reduced
PenderFund Capital Management Ltd.11,824$458.0K0.14%−22,046−65.1%Reduced
Red Cedar Capital, LLC16,406$460.0K0.29%00.0%Unchanged
Roundview Capital LLC16,300$467.3K0.05%−49,134−75.1%Reduced
Oppenheimer Asset Management Inc.16,462$472.0K0.01%−52,169−76.0%Reduced
LGT Fund Management Co Ltd.17,044$488.1K0.21%−51,132−75.0%Reduced
Veritable, L.P.17,068$489.3K0.01%−51,254−75.0%Reduced
Ancora Advisors, LLC17,182$493.0K0.01%−24,664−58.9%Reduced
Cumberland Partners Ltd17,262$493.9K0.05%−922,096−98.2%Reduced
Alpha Omega Wealth Management LLC17,810$510.6K0.09%−53,499−75.0%Reduced
Ensign Peak Advisors, Inc17,069$521.0K0.00%−51,208−75.0%Reduced
CI Private Wealth, LLC18,316$525.1K0.00%+18,316New
Gabelli Funds LLC18,349$526.1K0.00%−53,798−74.6%Reduced
Synovus Financial Corp18,497$529.7K0.01%−54,177−74.5%Reduced
Epiq Partners, LLC18,492$530.2K0.35%−67,576−78.5%Reduced
Radnor Capital Management, LLC17,518$539.0K0.13%−54,534−75.7%Reduced
Quinn Opportunity Partners LLC19,400$556.2K0.07%−58,200−75.0%Reduced
Twin Tree Management, LP19,848$569.0K0.02%−88−0.4%Reduced
Bluefin Capital Management, LLC19,928$571.3K0.10%+19,928New
Blue Fin Capital, Inc.20,560$589.5K0.22%−57,888−73.8%Reduced
Culbertson A N & Co Inc21,768$624.1K0.13%−66,972−75.5%Reduced
JCIC Asset Management Inc.21,929$627.0K0.31%−69,705−76.1%Reduced
Marshall Wace, LLP22,150$635.0K0.00%−44,923−67.0%Reduced
Waterfront Wealth Inc.20,375$662.2K0.23%−64,204−75.9%Reduced
Azimuth Capital Investment Management LLC23,120$662.9K0.03%−72,830−75.9%Reduced
DekaBank Deutsche Girozentrale22,906$664.0K0.00%−405,175−94.6%Reduced
Oppenheimer & Co Inc23,464$672.7K0.02%−72,757−75.6%Reduced
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH23,850$682.4K0.04%−67,262−73.8%Reduced
IFP Advisors, Inc17,272$684.0K0.02%+3,205+22.8%Added
Cetera Advisor Networks LLC23,910$684.2K0.01%+3,547+17.4%Added
Cambridge Investment Research Advisors, Inc.23,961$687.0K0.00%−55,254−69.8%Reduced
K.J. Harrison & Partners Inc18,599$721.1K0.14%−56,227−75.1%Reduced
Global Endowment Management, LP25,315$725.8K0.08%−216,798−89.5%Reduced
Moneta Group Investment Advisors LLC22,285$727.6K0.02%−78,840−78.0%Reduced
Alliancebernstein L.P.25,667$735.9K0.00%−86,432−77.1%Reduced
Pinnacle Financial Partners Inc25,728$737.1K0.02%−80,552−75.8%Reduced
Trust Co of Vermont26,028$746.2K0.05%−93,657−78.3%Reduced
Shell Asset Management Co26,152$748.0K0.03%−97,250−78.8%Reduced
WCM Investment Management, LLC27,025$774.8K0.00%−24,068−47.1%Reduced
Appleton Partners Inc27,671$793.0K0.08%−164,906−85.6%Reduced
First Republic Investment Management, Inc.27,900$799.9K0.00%−81,694−74.5%Reduced
Shelter Mutual Insurance Co28,160$807.0K0.23%−27,971−49.8%Reduced
Providence Capital Advisors, LLC28,239$809.2K0.22%−85,412−75.2%Reduced
Anson Funds Management LP30,000$858.1K0.28%−40,500−57.4%Reduced
Kathleen S. Wright Associates Inc.30,848$884.0K0.60%−52,106−62.8%Reduced
Blair William & Co31,090$891.4K0.00%−114,532−78.7%Reduced
LPL Financial LLC31,187$894.1K0.00%−58,636−65.3%Reduced
Graybill Bartz & Assoc Ltd31,353$898.9K0.49%−90,570−74.3%Reduced
Mogy Joel R Investment Counsel Inc31,393$900.1K0.09%−95,947−75.3%Reduced
Janus Henderson Group PLC31,785$911.5K0.00%−297,642−90.4%Reduced
Kirr Marbach & Co LLC31,899$914.5K0.29%−97,117−75.3%Reduced
Ci Investments Inc.29,100$915.0K0.00%−3,091,556−99.1%Reduced
Texas Yale Capital Corp.32,083$919.8K0.05%−95,300−74.8%Reduced
Balyasny Asset Management LLC32,420$929.5K0.00%−1,046,437−97.0%Reduced
Capital International Sarl32,668$936.6K0.07%−96,091−74.6%Reduced
Scharf Investments, LLC32,875$942.5K0.03%+32,875New
Lipe & Dalton34,042$976.0K0.56%−103,309−75.2%Reduced
Tacita Capital Inc34,382$985.0K0.74%−101,774−74.7%Reduced
Colony Group LLC35,696$1.02M0.01%−117,040−76.6%Reduced
Davis-Rea Ltd.36,502$1.04M0.65%−109,575−75.0%Reduced
State of New Jersey Common Pension Fund D36,877$1.06M0.00%−109,626−74.8%Reduced
Janney Montgomery Scott LLC37,956$1.09M0.00%−132,695−77.8%Reduced
Brown Advisory Inc38,354$1.10M0.00%−100,812−72.4%Reduced
Ervin Investment Management, LLC38,716$1.11M1.01%−119,025−75.5%Reduced
Marks Group Wealth Management, Inc39,338$1.13M0.15%−88,695−69.3%Reduced
Vetamer Capital Management, L.P.39,340$1.13M1.56%−60,171−60.5%Reduced
Polar Asset Management Partners Inc.40,000$1.14M0.02%+40,000New
Hi-Line Capital Management, LLC40,145$1.15M0.36%+40,145New
ClariVest Asset Management LLC41,169$1.18M0.06%−105,601−71.9%Reduced
AXA S.A.42,149$1.21M0.00%−124,855−74.8%Reduced
Williams Jones Wealth Management, LLC.42,826$1.23M0.02%−92,905−68.4%Reduced
American Century Companies Inc43,539$1.25M0.00%−980−2.2%Reduced
Adalta Capital Management LLC43,977$1.26M0.89%−127,089−74.3%Reduced
Steward Partners Investment Advisory, LLC44,498$1.28M0.02%−35,751−44.6%Reduced
Cipher Capital LP45,169$1.29M0.24%+10,650+30.9%Added
Tandem Capital Management Corp45,897$1.32M1.04%−101,374−68.8%Reduced
Legal & General Group Plc46,650$1.34M0.00%−7,086,416−99.3%Reduced
Capital International Ltd47,064$1.35M0.09%−146,263−75.7%Reduced
Northeast Financial Consultants Inc47,186$1.35M0.09%−140,269−74.8%Reduced
Moerus Capital Management LLC47,197$1.35M0.41%−140,663−74.9%Reduced
The PNC Financial Services Group, Inc.49,920$1.43M0.00%−155,638−75.7%Reduced
ArrowMark Colorado Holdings LLC49,944$1.43M0.02%−133,098−72.7%Reduced
Rathbone Brothers plc50,451$1.44M0.02%−152,802−75.2%Reduced
Live Oak Private Wealth LLC51,622$1.48M0.31%−148,063−74.1%Reduced
Wulff, Hansen & Co.48,922$1.51M1.84%+9,691+24.7%Added
Raymond James Financial Services Advisors, Inc.53,128$1.52M0.00%−162,800−75.4%Reduced
Advisor Group Holdings, Inc.54,735$1.57M0.00%−135,173−71.2%Reduced
Silvercrest Asset Management Group LLC52,499$1.65M0.01%−164,922−75.9%Reduced
Mariner, LLC60,532$1.74M0.01%−180,263−74.9%Reduced
Motley Fool Asset Management LLC62,817$1.80M0.20%−197,028−75.8%Reduced
Commonwealth Equity Services, LLC63,212$1.81M0.00%−186,048−74.6%Reduced
Chicago Partners Investment Group LLC53,801$1.83M0.11%−117,460−68.6%Reduced
First Foundation Advisors65,313$1.87M0.09%−494,234−88.3%Reduced
Guardian Capital LP68,305$1.95M0.06%−1,970,130−96.6%Reduced
Orbis Allan Gray Ltd69,158$1.98M0.02%+69,158New