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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 629 | $67.0B |
| Q1 2026 | 633 | $65.9B |
| Q4 2025 | 633 | $78.1B |
| Q3 2025 | 589 | $85.2B |
| Q2 2025 | 606 | $82.7B |
| Q1 2025 | 590 | $72.1B |
| Q4 2024 | 571 | $16.1B |
| Q3 2024 | 551 | $14.0B |
| Q2 2024 | 529 | $11.3B |
| Q1 2024 | 488 | $11.6B |
| Q4 2023 | 479 | $10.8B |
| Q3 2023 | 451 | $8.78B |
| Q2 2023 | 456 | $8.60B |
| Q1 2023 | 465 | $8.43B |
| Q4 2022 | 456 | $7.09B |
| Q3 2022 | 685 | $41.6B |
| Q2 2022 | 714 | $44.7B |
| Q1 2022 | 730 | $56.7B |
| Q4 2021 | 734 | $60.9B |
| Q3 2021 | 662 | $54.2B |
| Q2 2021 | 630 | $50.4B |
| Q1 2021 | 600 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 0 | $0 | 0.00% | −10,125−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,075−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −9,838−100.0% | Sold out |
| Value Partners Investments Inc. | 0 | $0 | 0.00% | −9,707−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −9,744−100.0% | Sold out |
| YorkBridge Wealth Partners, LLC | 0 | $0 | 0.00% | −9,694−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −9,581−100.0% | Sold out |
| Skba Capital Management LLC | 0 | $0 | 0.00% | −9,566−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,280−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −9,287−100.0% | Sold out |
| Arthur M. Cohen & Associates, LLC | 0 | $0 | 0.00% | −9,254−100.0% | Sold out |
| Cross Staff Investments Inc | 0 | $0 | 0.00% | −9,085−100.0% | Sold out |
| Rempart Asset Management Inc. | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −8,468−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −8,470−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −8,394−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −8,307−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −8,260−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −8,152−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,043−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −8,004−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −7,935−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −7,868−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −7,950−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −7,705−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −7,644−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −7,507−100.0% | Sold out |
| Intercontinental Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,468−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −7,433−100.0% | Sold out |
| Frisch Financial Group, Inc. | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −7,291−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −7,275−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −7,143−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −7,054−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −6,996−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −6,982−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,909−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −6,875−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −6,813−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −6,802−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −6,648−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −5,873−100.0% | Sold out |
| Pembroke Management, LTD | 0 | $0 | 0.00% | −4,805−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −6,618−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −6,520−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,406−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −6,184−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −6,174−100.0% | Sold out |
| Community Bank & Trust, Waco, Texas | 0 | $0 | 0.00% | −6,106−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −6,081−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −6,071−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −6,047−100.0% | Sold out |
| Cortland Associates Inc | 0 | $0 | 0.00% | −5,982−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −5,962−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −5,864−100.0% | Sold out |
| Gould Asset Management LLC | 0 | $0 | 0.00% | −5,855−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −5,857−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,562−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −5,518−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| Walker Asset Management, LLC | 0 | $0 | 0.00% | −5,435−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −5,412−100.0% | Sold out |
| Cubic Asset Management, LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −5,396−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −5,340−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −5,299−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −4,684−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −5,157−100.0% | Sold out |
| Fortress Wealth Group, LLC | 0 | $0 | 0.00% | −5,148−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −5,117−100.0% | Sold out |
| Verus Financial Partners, Inc. | 0 | $0 | 0.00% | −5,138−100.0% | Sold out |
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −4,966−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −4,950−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,439−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −2,138−100.0% | Sold out |
| Magellan Asset Management Ltd | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −1,513−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |