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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
MUFG Americas Holdings Corp0$00.00%−497−100.0%Sold out
Disciplined Investments, LLC0$00.00%−400−100.0%Sold out
M&R Capital Management Inc0$00.00%−200−100.0%Sold out
Earnest Partners LLC0$00.00%−174−100.0%Sold out
North Star Investment Management Corp.0$00.00%−168−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−155−100.0%Sold out
Smithfield Trust Co0$00.00%−115−100.0%Sold out
Karlinski Andrew C0$00.00%−133−100.0%Sold out
Capital Analysts, LLC0$00.00%−91−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−106−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−112−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−106−100.0%Sold out
RWM Asset Management, LLC0$00.00%−102−100.0%Sold out
Logan Capital Management Inc0$00.00%−84−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−18−100.0%Sold out
Tompkins Financial Corp0$00.00%−18−100.0%Sold out
Ameliora Wealth Management Ltd.0$00.00%−38−100.0%Sold out
Howe & Rusling Inc0$00.00%−9−100.0%Sold out
Clear Street Markets LLC0$00.00%−1−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−11−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−1−100.0%Sold out
Agf Investments Inc.––––Not filed
Eaton Vance Management––––Not filed
CPWM, LLC––––Not filed
Doyle Wealth Management––––Not filed
H. L. Ormond & Company, LLC––––Not filed
Roosevelt Investment Group LLC––––Not filed
Bluestein R H & Co––––Not filed
American Portfolios Advisors––––Not filed
Meadow Creek Wealth Advisors LLC––––Not filed
Wealthsimple Inc.––––Not filed
Covington Capital Management––––Not filed
NuWave Investment Management, LLC––––Not filed
Strategic Asset Management, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed