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.
Q1 2023 vs. Q4 2022
How the institutions holding Brookfield Asset Management Ltd. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 456 | 9 | 465 | +18 |
| Shares | 246.7M | 85.1K | 257.4M | +10.7M (+4.3%) |
| Value | $7.09B | $3.95M | $8.43B | +$1.35B (+19.0%) |
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (84)
Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (66)
Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (9)
Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Boenning & Scattergood, Inc. | 53,612 | $3.03M |
| Red Cedar Capital, LLC | 16,406 | $460.0K |
| Comerica Bank | 7,283 | $232.0K |
| St. James Investment Advisors, LLC | 6,094 | $174.7K |
| Sargent Bickham Lagudis LLC | 1,362 | $39.0K |
| Trustcore Financial Services, LLC | 127 | $3.64K |
| Glass Jacobson Investment Advisors llc | 125 | $3.58K |
| Cribstone Capital Management, LLC | 76 | $2.18K |
| CoreCap Advisors, LLC | 5 | $143 |