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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
Kirr Marbach & Co LLC31,899$914.5K0.29%−97,117−75.3%Reduced
Janus Henderson Group PLC31,785$911.5K0.00%−297,642−90.4%Reduced
Mogy Joel R Investment Counsel Inc31,393$900.1K0.09%−95,947−75.3%Reduced
Graybill Bartz & Assoc Ltd31,353$898.9K0.49%−90,570−74.3%Reduced
LPL Financial LLC31,187$894.1K0.00%−58,636−65.3%Reduced
Blair William & Co31,090$891.4K0.00%−114,532−78.7%Reduced
Kathleen S. Wright Associates Inc.30,848$884.0K0.60%−52,106−62.8%Reduced
Anson Funds Management LP30,000$858.1K0.28%−40,500−57.4%Reduced
Providence Capital Advisors, LLC28,239$809.2K0.22%−85,412−75.2%Reduced
Shelter Mutual Insurance Co28,160$807.0K0.23%−27,971−49.8%Reduced
First Republic Investment Management, Inc.27,900$799.9K0.00%−81,694−74.5%Reduced
Appleton Partners Inc27,671$793.0K0.08%−164,906−85.6%Reduced
WCM Investment Management, LLC27,025$774.8K0.00%−24,068−47.1%Reduced
Shell Asset Management Co26,152$748.0K0.03%−97,250−78.8%Reduced
Trust Co of Vermont26,028$746.2K0.05%−93,657−78.3%Reduced
Pinnacle Financial Partners Inc25,728$737.1K0.02%−80,552−75.8%Reduced
Alliancebernstein L.P.25,667$735.9K0.00%−86,432−77.1%Reduced
Moneta Group Investment Advisors LLC22,285$727.6K0.02%−78,840−78.0%Reduced
Global Endowment Management, LP25,315$725.8K0.08%−216,798−89.5%Reduced
K.J. Harrison & Partners Inc18,599$721.1K0.14%−56,227−75.1%Reduced
Cambridge Investment Research Advisors, Inc.23,961$687.0K0.00%−55,254−69.8%Reduced
Cetera Advisor Networks LLC23,910$684.2K0.01%+3,547+17.4%Added
IFP Advisors, Inc17,272$684.0K0.02%+3,205+22.8%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH23,850$682.4K0.04%−67,262−73.8%Reduced
Oppenheimer & Co Inc23,464$672.7K0.02%−72,757−75.6%Reduced
DekaBank Deutsche Girozentrale22,906$664.0K0.00%−405,175−94.6%Reduced
Azimuth Capital Investment Management LLC23,120$662.9K0.03%−72,830−75.9%Reduced
Waterfront Wealth Inc.20,375$662.2K0.23%−64,204−75.9%Reduced
Marshall Wace, LLP22,150$635.0K0.00%−44,923−67.0%Reduced
JCIC Asset Management Inc.21,929$627.0K0.31%−69,705−76.1%Reduced
Culbertson A N & Co Inc21,768$624.1K0.13%−66,972−75.5%Reduced
Blue Fin Capital, Inc.20,560$589.5K0.22%−57,888−73.8%Reduced
Bluefin Capital Management, LLC19,928$571.3K0.10%+19,928New
Twin Tree Management, LP19,848$569.0K0.02%−88−0.4%Reduced
Quinn Opportunity Partners LLC19,400$556.2K0.07%−58,200−75.0%Reduced
Radnor Capital Management, LLC17,518$539.0K0.13%−54,534−75.7%Reduced
Epiq Partners, LLC18,492$530.2K0.35%−67,576−78.5%Reduced
Synovus Financial Corp18,497$529.7K0.01%−54,177−74.5%Reduced
Gabelli Funds LLC18,349$526.1K0.00%−53,798−74.6%Reduced
CI Private Wealth, LLC18,316$525.1K0.00%+18,316New
Ensign Peak Advisors, Inc17,069$521.0K0.00%−51,208−75.0%Reduced
Alpha Omega Wealth Management LLC17,810$510.6K0.09%−53,499−75.0%Reduced
Cumberland Partners Ltd17,262$493.9K0.05%−922,096−98.2%Reduced
Ancora Advisors, LLC17,182$493.0K0.01%−24,664−58.9%Reduced
Veritable, L.P.17,068$489.3K0.01%−51,254−75.0%Reduced
LGT Fund Management Co Ltd.17,044$488.1K0.21%−51,132−75.0%Reduced
Oppenheimer Asset Management Inc.16,462$472.0K0.01%−52,169−76.0%Reduced
Roundview Capital LLC16,300$467.3K0.05%−49,134−75.1%Reduced
Red Cedar Capital, LLC16,406$460.0K0.29%00.0%Unchanged
PenderFund Capital Management Ltd.11,824$458.0K0.14%−22,046−65.1%Reduced
GoodHaven Capital Management, LLC15,937$456.9K0.31%−47,505−74.9%Reduced
Crossmark Global Holdings, Inc.15,598$447.0K0.01%−40,012−72.0%Reduced
King Luther Capital Management Corp15,483$443.9K0.00%−46,771−75.1%Reduced
Templeton & Phillips Capital Management, LLC15,409$441.8K0.47%+15,409New
Mar Vista Investment Partners LLC15,341$439.8K0.02%−41,677−73.1%Reduced
Retirement Group, LLC15,271$438.0K0.21%−30,915−66.9%Reduced
SOL Capital Management CO15,162$434.7K0.08%−45,575−75.0%Reduced
Mascoma Wealth Management LLC15,075$432.2K0.14%−45,225−75.0%Reduced
Hendershot Investments Inc.14,977$429.4K0.07%−46,107−75.5%Reduced
Cloverfields Capital Group, LP14,951$428.6K0.14%−45,215−75.2%Reduced
Herold Advisors, Inc.14,817$424.0K0.18%−44,523−75.0%Reduced
Colonial Trust Advisors14,641$419.8K0.05%−42,729−74.5%Reduced
Kayne Anderson Capital Advisors LP14,350$411.4K0.01%−45,550−76.0%Reduced
Skandinaviska Enskilda Banken AB (publ)10,500$407.0K0.00%−7,112−40.4%Reduced
Guardian Wealth Management, Inc.13,851$397.1K0.39%−41,504−75.0%Reduced
Portland Investment Counsel Inc.13,642$391.0K0.22%−40,798−74.9%Reduced
Taylor Hoffman Wealth Management13,034$373.7K0.23%−42,777−76.6%Reduced
Advisory Services Network, LLC12,665$363.1K0.01%−36,737−74.4%Reduced
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial12,583$360.8K0.01%−37,417−74.8%Reduced
Needham Investment Management LLC12,570$359.7K0.07%−33,724−72.8%Reduced
Natixis12,422$357.3K0.00%−5,081−29.0%Reduced
Northwestern Mutual Wealth Management Co12,236$350.8K0.00%−35,592−74.4%Reduced
Allen Investment Management LLC11,759$337.1K0.01%−35,260−75.0%Reduced
Pacifica Partners Inc.11,841$330.8K0.22%−36,117−75.3%Reduced
Lagoda Investment Management, L.P.10,315$324.5K0.22%−7,750−42.9%Reduced
Prudential Financial Inc11,306$323.5K0.00%−993−8.1%Reduced
Metis Global Partners, LLC11,220$321.3K0.03%−34,024−75.2%Reduced
Jackson Hole Capital Partners, LLC10,895$312.4K0.09%−33,024−75.2%Reduced
Baker Tilly Wealth Management, LLC10,857$311.3K0.04%−36,351−77.0%Reduced
Gamco Investors, Inc. Et Al10,671$305.9K0.00%−33,089−75.6%Reduced
Capital Insight Partners, LLC10,653$305.4K0.08%−31,019−74.4%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
US Bancorp10,413$298.5K0.00%−31,740−75.3%Reduced
Bray Capital Advisors10,330$296.2K0.09%−11,478−52.6%Reduced
Whittier Trust Co9,972$285.8K0.01%−6,518−39.5%Reduced
Check Capital Management Inc9,952$285.3K0.03%−2,254,751−99.6%Reduced
Bradley Foster & Sargent Inc9,693$277.9K0.01%−29,008−75.0%Reduced
Baird Financial Group, Inc.9,667$277.0K0.00%−33,969−77.8%Reduced
Barclays PLC9,435$270.5K0.00%−65,484−87.4%Reduced
Tocqueville Asset Management L.P.9,181$263.2K0.00%+9,181New
Thomas White International Ltd9,010$258.3K0.06%−27,260−75.2%Reduced
Dorchester Wealth Management Co8,909$255.0K0.06%−32,705−78.6%Reduced
Brown Brothers Harriman & Co8,855$253.9K0.00%−26,689−75.1%Reduced
TownSquare Capital, LLC8,506$243.9K0.01%−74,303−89.7%Reduced
Tower Research Capital LLC (TRC)8,466$242.0K0.01%−5,402−39.0%Reduced
USS Investment Management Ltd8,400$241.2K0.00%−25,200−75.0%Reduced
BlackRock Inc.8,352$239.5K0.00%−23,077−73.4%Reduced
Comerica Bank7,283$232.0K0.00%−31,631−81.3%Reduced
Meixler Investment Management, Ltd.8,080$231.7K0.23%+8,080New