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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 762 | $24.9K | 0.00% | +566+288.8% | Added |
| Bessemer Group Inc | 789 | $26.0K | 0.00% | −2,147−73.1% | Reduced |
| Glassman Wealth Services | 811 | $26.5K | 0.00% | −103−11.3% | Reduced |
| Acadian Asset Management LLC | 874 | $28.0K | 0.00% | −544−38.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 843 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 893 | $29.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 892 | $29.2K | 0.00% | −1,141−56.1% | Reduced |
| Harbour Investments, Inc. | 944 | $30.9K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 702 | $31.0K | 0.01% | −4,342−86.1% | Reduced |
| CWM, LLC | 1,021 | $33.0K | 0.00% | +530+107.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,054 | $34.5K | 0.00% | −11,182−91.4% | Reduced |
| Addison Advisors LLC | 1,054 | $34.5K | 0.02% | 00.0% | Unchanged |
| Cercano Management LLC | 1,071 | $35.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,073 | $35.1K | 0.00% | +130+13.8% | Added |
| Huntington National Bank | 1,073 | $35.1K | 0.00% | +26+2.5% | Added |
| Umb Bank N A | 1,081 | $35.4K | 0.00% | +1,081 | New |
| HBC Financial Services, PLLC | 1,200 | $39.0K | 0.03% | +1,200 | New |
| Hillsdale Investment Management Inc. | 1,298 | $42.5K | 0.00% | +375+40.6% | Added |
| HM Payson & Co | 1,300 | $42.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,109 | $49.1K | 0.00% | −1,018−47.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $49.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,513 | $49.5K | 0.00% | −1,800−54.3% | Reduced |
| Financial Perspectives, Inc | 1,618 | $52.9K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,718 | $56.2K | 0.00% | +1,636+1,995.1% | Added |
| Lindbrook Capital, LLC | 1,767 | $57.8K | 0.01% | +1,767 | New |
| Bartlett & Co. LLC | 1,777 | $58.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,777 | $58.1K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,926 | $63.1K | 0.00% | −362−15.8% | Reduced |
| Avalon Trust Co | 2,062 | $67.5K | 0.01% | +2,062 | New |
| Tower Research Capital LLC (TRC) | 2,110 | $69.0K | 0.00% | −6,356−75.1% | Reduced |
| Advisors Asset Management, Inc. | 2,317 | $75.8K | 0.00% | +1,506+185.7% | Added |
| Cary Street Partner Investment Advisory LLC | 2,392 | $78.3K | 0.01% | −99−4.0% | Reduced |
| Wolverine Asset Management LLC | 2,673 | $87.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,700 | $88.3K | 0.00% | −90−3.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,076 | $101.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,257 | $104.2K | 0.01% | −14,015−81.1% | Reduced |
| Venturi Wealth Management, LLC | 3,350 | $109.6K | 0.01% | +3,350 | New |
| Farther Finance Advisors, LLC | 3,649 | $119.4K | 0.03% | −170−4.5% | Reduced |
| BDO Wealth Advisors, LLC | 3,818 | $124.9K | 0.02% | +68+1.8% | Added |
| Anchor Investment Management, LLC | 4,303 | $140.8K | 0.02% | −432−9.1% | Reduced |
| Asset Management One Co.,Ltd. | 4,560 | $149.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,680 | $153.1K | 0.00% | +261+5.9% | Added |
| RE Dickinson Investment Advisors, LLC | 4,806 | $157.0K | 0.05% | +3,130+186.8% | Added |
| Princeton Global Asset Management LLC | 6,162 | $201.6K | 0.06% | −10.0% | Reduced |
| Jump Financial, LLC | 6,226 | $203.7K | 0.01% | +6,226 | New |
| Boston Private Wealth LLC | 6,530 | $213.7K | 0.00% | +6,530 | New |
| Parsons Capital Management Inc | 6,537 | $213.9K | 0.02% | +6,537 | New |
| Powell Investment Advisors, LLC | 6,555 | $214.5K | 0.12% | +6,555 | New |
| Candriam Luxembourg S.C.A. | 7,148 | $215.2K | 0.00% | +7,148 | New |
| Epiq Partners, LLC | 6,682 | $218.6K | 0.15% | −11,810−63.9% | Reduced |
| Meixler Investment Management, Ltd. | 6,690 | $218.9K | 0.21% | −1,390−17.2% | Reduced |
| Prudential Financial Inc | 6,720 | $219.9K | 0.00% | −4,586−40.6% | Reduced |
| Magnetar Financial LLC | 6,733 | $220.3K | 0.00% | +6,733 | New |
| Cigna Investments Inc | 6,750 | $221.0K | 0.04% | +6,750 | New |
| Yousif Capital Management, LLC | 6,910 | $226.1K | 0.00% | +6,910 | New |
| Nexus Investment Management ULC | 7,032 | $230.1K | 0.03% | −1,000−12.5% | Reduced |
| Evercore Wealth Management, LLC | 7,115 | $232.8K | 0.00% | −503−6.6% | Reduced |
| GenTrust, LLC | 7,261 | $237.6K | 0.02% | +7,261 | New |
| Mraz, Amerine & Associates, Inc. | 7,395 | $242.0K | 0.06% | +7,395 | New |
| D.A. Davidson & Co. | 7,528 | $246.3K | 0.00% | +7,528 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,549 | $247.0K | 0.05% | −337−4.3% | Reduced |
| CSS LLC | 7,641 | $250.0K | 0.02% | −72−0.9% | Reduced |
| Leavell Investment Management, Inc. | 7,704 | $252.0K | 0.02% | +7,704 | New |
| Riverview Capital Advisers, LLC | 7,828 | $256.1K | 0.11% | −43−0.5% | Reduced |
| Snowden Capital Advisors LLC | 7,853 | $256.9K | 0.01% | +7,853 | New |
| Summit Trail Advisors, LLC | 7,901 | $258.5K | 0.01% | +372+4.9% | Added |
| Advisor Partners II, LLC | 7,916 | $259.0K | 0.01% | +7,916 | New |
| Schneider Downs Wealth Management Advisors, LP | 8,064 | $263.9K | 0.05% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 8,224 | $269.1K | 0.16% | +8,224 | New |
| Simplex Trading, LLC | 8,350 | $273.0K | 0.01% | +8,350 | New |
| Captrust Financial Advisors | 8,379 | $274.2K | 0.00% | +1,077+14.7% | Added |
| USS Investment Management Ltd | 8,400 | $275.9K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 8,437 | $276.1K | 0.03% | −2,420−22.3% | Reduced |
| Dorchester Wealth Management Co | 8,533 | $279.1K | 0.06% | −376−4.2% | Reduced |
| Brown Brothers Harriman & Co | 8,559 | $280.1K | 0.00% | −296−3.3% | Reduced |
| Appleton Partners Inc | 9,601 | $314.0K | 0.03% | −18,070−65.3% | Reduced |
| Bradley Foster & Sargent Inc | 9,635 | $315.3K | 0.01% | −58−0.6% | Reduced |
| Kestra Advisory Services, LLC | 9,718 | $318.0K | 0.00% | +1,834+23.3% | Added |
| Advisory Services Network, LLC | 9,906 | $324.1K | 0.01% | −2,759−21.8% | Reduced |
| United Services Automobile Association | 10,108 | $331.1K | 0.01% | +10,108 | New |
| Jackson Hole Capital Partners, LLC | 10,208 | $334.0K | 0.09% | −687−6.3% | Reduced |
| Bray Capital Advisors | 10,330 | $338.0K | 0.10% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,646 | $348.3K | 0.00% | −25−0.2% | Reduced |
| CenterBook Partners LP | 10,651 | $348.5K | 0.05% | +10,651 | New |
| US Bancorp | 11,306 | $369.9K | 0.00% | +893+8.6% | Added |
| Baird Financial Group, Inc. | 11,317 | $370.3K | 0.00% | +1,650+17.1% | Added |
| Pacifica Partners Inc. | 11,912 | $374.6K | 0.23% | +71+0.6% | Added |
| Quantinno Capital Management LP | 11,736 | $384.0K | 0.03% | +1,111+10.5% | Added |
| Allen Investment Management LLC | 11,759 | $384.8K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 11,950 | $391.0K | 0.45% | +9,618+412.4% | Added |
| Metis Global Partners, LLC | 12,284 | $402.4K | 0.03% | +1,064+9.5% | Added |
| Needham Investment Management LLC | 12,570 | $411.3K | 0.07% | 00.0% | Unchanged |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 12,583 | $411.7K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 12,632 | $413.3K | 0.01% | +12,632 | New |
| Taylor Hoffman Wealth Management | 12,714 | $416.0K | 0.23% | −320−2.5% | Reduced |
| Hendershot Investments Inc. | 12,893 | $421.9K | 0.07% | −2,084−13.9% | Reduced |
| Man Group plc | – | $433.6K | 0.00% | – | New |
| Eschler Asset Management LLP | 13,364 | $437.3K | 0.35% | +13,364 | New |
| Cambridge Investment Research Advisors, Inc. | 13,834 | $453.0K | 0.00% | −10,127−42.3% | Reduced |
| Shelter Mutual Insurance Co | 14,127 | $462.0K | 0.13% | −14,033−49.8% | Reduced |