Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in Brookfield Asset Management Ltd. as of Mar 31, 2023. 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
465
+18 vs. Q4 2022
Shares held
257.4M
+10.7M (+4.3%) vs. Q4 2022
Total value
$8.43B
+$1.35B (+19.0%) vs. Q4 2022
New holders
84
142 more added
Sold out
66
155 more reduced

9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 465 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 heldQ1 2023: $8.43B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2022.

Institutions holding BAM in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.3$00.00%−26−89.7%Reduced
Highlander Capital Management, LLC13$00.00%00.0%Unchanged
First Command Advisory Services, Inc.6$00.00%+6New
Motco3$980.00%00.0%Unchanged
New Millennium Group LLC3$980.00%00.0%Unchanged
Beacon Capital Management, LLC3$980.00%00.0%Unchanged
SRS Capital Advisors, Inc.4$1310.00%00.0%Unchanged
Raffa Wealth Management, LLC4$1310.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1310.00%00.0%Unchanged
Sittner & Nelson, LLC4$1310.00%00.0%Unchanged
Tompkins Financial Corp4$1310.00%+4New
Eagle Bay Advisors LLC6$1960.00%00.0%Unchanged
Macquarie Group Ltd8$2620.00%+8New
Creative Financial Designs Inc11$3600.00%00.0%Unchanged
True Wealth Design, LLC11$3600.00%+11New
St. Johns Investment Management Company, LLC13$4250.00%00.0%Unchanged
McIlrath & Eck, LLC14$4580.00%00.0%Unchanged
Register Financial Advisors LLC15$4830.00%00.0%Unchanged
Baldwin Brothers Inc16$5240.00%+16New
Schubert & Co18$5890.00%00.0%Unchanged
Carolinas Wealth Consulting LLC18$5890.00%+18New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$6540.00%+20New
Hollencrest Capital Management21$6870.00%00.0%Unchanged
Bell Investment Advisors, Inc23$7530.00%00.0%Unchanged
JNBA Financial Advisors25$8180.00%−266−91.4%Reduced
ICA Group Wealth Management, LLC27$8830.00%00.0%Unchanged
Syverson Strege & Co28$9160.00%+26+1,300.0%Added
MCF Advisors LLC28$9170.00%−150−84.3%Reduced
Larson Financial Group LLC29$9490.00%00.0%Unchanged
Hantz Financial Services, Inc.17$1.00K0.00%−5,890−99.7%Reduced
Ronald Blue Trust, Inc.46$1.00K0.00%−957−95.4%Reduced
Rocky Mountain Advisers, LLC31$1.00K0.00%−96−75.6%Reduced
Baldrige Asset Management LLC27$1.00K0.00%00.0%Unchanged
Clear Street Markets LLC26$1.00K0.00%+26New
Piershale Financial Group, Inc.31$1.01K0.00%−37−54.4%Reduced
North Star Investment Management Corp.36$1.18K0.00%+36New
JJJ Advisors Inc.38$1.27K0.00%00.0%Unchanged
Kelly Financial Services LLC43$1.41K0.00%00.0%Unchanged
City Holding Co44$1.44K0.00%00.0%Unchanged
Allworth Financial LP44$1.44K0.00%00.0%Unchanged
M&R Capital Management Inc50$1.64K0.00%+50New
Orion Capital Management LLC51$1.67K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP52$1.70K0.00%+52New
JFS Wealth Advisors, LLC56$1.83K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC59$1.93K0.00%−6−9.2%Reduced
Kayne Anderson Rudnick Investment Management LLC60$1.96K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC65$2.13K0.00%−445−87.3%Reduced
Washington Trust Advisors, Inc.68$2.23K0.00%00.0%Unchanged
Tucker Asset Management LLC69$2.26K0.00%00.0%Unchanged
Emfo, LLC75$2.45K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.83$2.72K0.00%00.0%Unchanged
Sunbelt Securities, Inc.85$2.72K0.00%+85New
Pointe Capital Management LLC86$2.81K0.00%+86New
Coastal Capital Group, Inc.87$2.85K0.00%−264−75.2%Reduced
Sugarloaf Wealth Management, LLC88$2.88K0.00%00.0%Unchanged
Parallel Advisors, LLC92$3.01K0.00%+75+441.2%Added
Western Pacific Wealth Management, LP97$3.17K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC97$3.17K0.00%00.0%Unchanged
Oakworth Capital, Inc.98$3.21K0.00%00.0%Unchanged
Ridgewood Investments LLC108$3.53K0.00%+108New
Pinnacle Bancorp, Inc.117$3.83K0.00%−126−51.9%Reduced
HHM Wealth Advisors, LLC118$3.86K0.00%00.0%Unchanged
Zions Bancorporation, N.A.124$4.06K0.00%−22−15.1%Reduced
New England Capital Financial Advisors LLC124$4.06K0.00%+1+0.8%Added
Pittenger & Anderson Inc125$4.09K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.145$4.75K0.00%00.0%Unchanged
Providence Capital Advisors, LLC147$4.81K0.00%−28,092−99.5%Reduced
Arlington Partners LLC149$4.88K0.00%+149New
Brown Shipley& Co Ltd151$4.94K0.00%+151New
Financial Management Professionals, Inc.141$5.00K0.00%+94+200.0%Added
Delta Asset Management LLC155$5.07K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC157$5.14K0.00%+157New
Massmutual Trust Co FSB161$5.27K0.00%+48+42.5%Added
EverSource Wealth Advisors, LLC163$5.33K0.00%+95+139.7%Added
Nisa Investment Advisors, LLC177$6.00K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.173$6.00K0.00%−1−0.6%Reduced
Toth Financial Advisory Corp201$6.58K0.00%00.0%Unchanged
Banque Cantonale Vaudoise225$7.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust231$7.56K0.00%+16+7.4%Added
Crewe Advisors LLC251$8.21K0.00%00.0%Unchanged
Raleigh Capital Management Inc.258$8.43K0.00%+258New
First Horizon Advisors, Inc.291$9.52K0.00%+82+39.2%Added
Column Capital Advisors, LLC295$9.65K0.00%00.0%Unchanged
Baystate Wealth Management LLC326$10.7K0.00%+326New
Fifth Third Bancorp375$12.3K0.00%−18−4.6%Reduced
Carderock Capital Management Inc375$12.3K0.00%+375New
Private Trust Co NA377$12.3K0.00%−71−15.8%Reduced
Rosenberg Matthew Hamilton378$12.4K0.00%+378New
Community Bank, N.A.382$12.5K0.00%00.0%Unchanged
Milestone Investment Advisors LLC402$13.2K0.00%+402New
Quent Capital, LLC454$14.6K0.00%+454New
TCI Wealth Advisors, Inc.457$15.0K0.00%00.0%Unchanged
Washington Trust Co464$15.2K0.00%+2+0.4%Added
Tradition Wealth Management, LLC474$16.0K0.00%00.0%Unchanged
South State Corp.497$16.3K0.00%−50−9.1%Reduced
Proequities, Inc.513$16.8K0.00%+3+0.6%Added
GWM Advisors LLC532$17.4K0.00%−420−44.1%Reduced
Quadrant Capital Group LLC560$18.3K0.00%+481+608.9%Added
Global Retirement Partners, LLC601$19.5K0.00%+566+1,617.1%Added
Ameritas Advisory Services, LLC639$20.9K0.00%+639New