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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
Heron Bay Capital Management0$00.00%−39,401−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−38,869−100.0%Sold out
Moseley Investment Management Inc0$00.00%−35,028−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−34,349−100.0%Sold out
Ewing Morris & Co. Investment Partners Ltd.0$00.00%−34,200−100.0%Sold out
Regions Financial Corp0$00.00%−30,554−100.0%Sold out
Mraz, Amerine & Associates, Inc.0$00.00%−30,526−100.0%Sold out
Alps Advisors Inc0$00.00%−30,399−100.0%Sold out
Walter & Keenan Financial Consulting Co0$00.00%−28,295−100.0%Sold out
Atria Investments LLC0$00.00%−28,115−100.0%Sold out
Jag Capital Management, LLC0$00.00%−27,813−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−27,640−100.0%Sold out
Tiaa, FSB0$00.00%−27,674−100.0%Sold out
Yousif Capital Management, LLC0$00.00%−27,477−100.0%Sold out
Keybank National Association0$00.00%−27,254−100.0%Sold out
Cigna Investments Inc0$00.00%−26,968−100.0%Sold out
Parsons Capital Management Inc0$00.00%−27,022−100.0%Sold out
FORA Capital, LLC0$00.00%−26,601−100.0%Sold out
Glenmede Trust Co NA0$00.00%−26,295−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−26,144−100.0%Sold out
Powell Investment Advisors, LLC0$00.00%−26,044−100.0%Sold out
First Hawaiian Bank0$00.00%−25,580−100.0%Sold out
McKinley Capital Management LLC /Delaware0$00.00%−25,444−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−25,441−100.0%Sold out
Fiduciary Trust Co0$00.00%−24,752−100.0%Sold out
Lester Murray Antman dba SimplyRich0$00.00%−24,758−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−24,681−100.0%Sold out
Greenline Partners, LLC0$00.00%−24,569−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−24,527−100.0%Sold out
Atlantic Trust, LLC0$00.00%−23,917−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−23,626−100.0%Sold out
Bristol Gate Capital Partners Inc.0$00.00%−23,064−100.0%Sold out
Advisor Partners II, LLC0$00.00%−22,986−100.0%Sold out
Searle & Co.0$00.00%−22,500−100.0%Sold out
Heritage Investors Management Corp0$00.00%−21,625−100.0%Sold out
Phraction Management LLC0$00.00%−21,089−100.0%Sold out
Empowered Funds, LLC0$00.00%−20,957−100.0%Sold out
Hemington Wealth Management0$00.00%−20,877−100.0%Sold out
Armstrong Shaw Associates Inc0$00.00%−20,475−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−20,190−100.0%Sold out
Lewis Capital Management, LLC0$00.00%−20,169−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−20,079−100.0%Sold out
AIA Group Ltd0$00.00%−19,965−100.0%Sold out
Ritholtz Wealth Management0$00.00%−19,650−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−19,540−100.0%Sold out
Bessemer Securities LLC0$00.00%−19,175−100.0%Sold out
Change Path, LLC0$00.00%−18,593−100.0%Sold out
Gilbert & Cook, Inc.0$00.00%−19,218−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−18,210−100.0%Sold out
National Asset Management, Inc.0$00.00%−18,183−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−17,286−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−17,282−100.0%Sold out
Seven Eight Capital, LP0$00.00%−17,036−100.0%Sold out
Verition Fund Management LLC0$00.00%−16,966−100.0%Sold out
Giverny Capital Inc.SuperinvestorGiverny Capital0$00.00%−16,650−100.0%Sold out
Wintrust Investments LLC0$00.00%−16,599−100.0%Sold out
Jackson Square Capital, LLC0$00.00%−16,417−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−16,405−100.0%Sold out
Cerity Partners LLC0$00.00%−16,280−100.0%Sold out
Mitchell Capital Management Co0$00.00%−15,905−100.0%Sold out
RMB Capital Management, LLC0$00.00%−15,713−100.0%Sold out
JustInvest LLC0$00.00%−15,639−100.0%Sold out
Clifford Swan Investment Counsel LLC0$00.00%−15,556−100.0%Sold out
XTX Topco Ltd0$00.00%−15,506−100.0%Sold out
CRA Financial Services, LLC0$00.00%−15,226−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−14,900−100.0%Sold out
AE Wealth Management LLC0$00.00%−14,717−100.0%Sold out
M&T Bank Corp0$00.00%−14,710−100.0%Sold out
Lido Advisors, LLC0$00.00%−14,633−100.0%Sold out
Veriti Management LLC0$00.00%−14,477−100.0%Sold out
Raymond James Trust N.A.0$00.00%−14,358−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−14,298−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−14,141−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−14,051−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−13,758−100.0%Sold out
Fishman Jay A Ltd0$00.00%−13,700−100.0%Sold out
LVW Advisors, LLC0$00.00%−13,540−100.0%Sold out
Legacy Private Trust Co.0$00.00%−13,050−100.0%Sold out
TBH Global Asset Management, LLC0$00.00%−13,047−100.0%Sold out
Apexium Financial, LP0$00.00%−13,012−100.0%Sold out
Virtu Financial LLC0$00.00%−12,864−100.0%Sold out
Crawford Investment Counsel Inc0$00.00%−12,825−100.0%Sold out
Cetera Investment Advisers0$00.00%−12,678−100.0%Sold out
Wolverine Trading, LLC0$00.00%−12,675−100.0%Sold out
Aigen Investment Management, LP0$00.00%−12,620−100.0%Sold out
Avenir Corp0$00.00%−12,500−100.0%Sold out
Gulf International Bank (UK) Ltd0$00.00%−12,292−100.0%Sold out
Douglas Lane & Associates, LLC0$00.00%−12,250−100.0%Sold out
First Pacific Financial0$00.00%−12,179−100.0%Sold out
4J Wealth Management LLC0$00.00%−11,607−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−11,351−100.0%Sold out
Resonant Capital Advisors, LLC0$00.00%−11,273−100.0%Sold out
HB Wealth Management, LLC0$00.00%−11,235−100.0%Sold out
Firethorn Wealth Partners, LLC0$00.00%−11,062−100.0%Sold out
Meritage Portfolio Management0$00.00%−10,754−100.0%Sold out
Next Capital Management LLC0$00.00%−10,500−100.0%Sold out
Mattern Wealth Management LLC0$00.00%−10,484−100.0%Sold out
We Are One Seven, LLC0$00.00%−10,479−100.0%Sold out
Levin Capital Strategies, L.P.0$00.00%−10,343−100.0%Sold out
MML Investors Services, LLC0$00.00%−10,214−100.0%Sold out