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 |
|---|---|---|---|---|---|
| UBS Group AG | 185,909 | $6.08M | 0.00% | −63,447−25.4% | Reduced |
| HighTower Advisors, LLC | 179,295 | $5.86M | 0.01% | +36,896+25.9% | Added |
| Stifel Financial Corp | 175,018 | $5.73M | 0.01% | −79,257−31.2% | Reduced |
| Millennium Management LLC | 172,756 | $5.65M | 0.01% | −460,781−72.7% | Reduced |
| American Century Companies Inc | 172,227 | $5.64M | 0.00% | +128,688+295.6% | Added |
| Private Management Group Inc | 168,003 | $5.50M | 0.25% | −557−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 167,376 | $5.47M | 0.02% | +11,479+7.4% | Added |
| Lawson Kroeker Investment Management Inc | 162,122 | $5.30M | 1.19% | +79,178+95.5% | Added |
| Jarislowsky, Fraser Ltd | 154,791 | $5.06M | 0.03% | −4,747,054−96.8% | Reduced |
| Capital International Ltd | 153,854 | $5.03M | 0.30% | +106,790+226.9% | Added |
| Marks Group Wealth Management, Inc | 153,402 | $5.02M | 0.64% | +114,064+290.0% | Added |
| Jane Street Group, LLC | 150,894 | $4.94M | 0.01% | −45,015−23.0% | Reduced |
| Skba Capital Management LLC | 147,341 | $4.82M | 0.90% | +147,341 | New |
| EdgePoint Investment Group Inc. | 147,222 | $4.82M | 0.05% | +61,623+72.0% | Added |
| Capital International Inc | 147,217 | $4.82M | 0.10% | +60,232+69.2% | Added |
| Beck Mack & Oliver LLC | 143,295 | $4.69M | 0.14% | −55,267−27.8% | Reduced |
| America First Investment Advisors, LLC | 143,083 | $4.68M | 1.34% | +40,978+40.1% | Added |
| Compagnie Lombard Odier SCmA | 141,475 | $4.63M | 0.12% | 00.0% | Unchanged |
| Korea Investment CORP | 140,820 | $4.61M | 0.01% | −129,553−47.9% | Reduced |
| Steel Canyon Capital, LLC | 140,018 | $4.58M | 9.13% | +34,921+33.2% | Added |
| Third Avenue Management LLC | 130,646 | $4.27M | 0.73% | +487+0.4% | Added |
| Capital International Sarl | 129,659 | $4.24M | 0.21% | +96,991+296.9% | Added |
| New South Capital Management Inc | 128,846 | $4.22M | 0.19% | −10,717−7.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 128,000 | $4.19M | 0.10% | −213,923−62.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 123,969 | $4.06M | 0.02% | +11,553+10.3% | Added |
| Pictet Asset Management SA | 123,457 | $4.04M | 0.01% | −185−0.1% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 122,952 | $4.02M | 0.25% | −194,982−61.3% | Reduced |
| Aviva PLC | 121,656 | $3.98M | 0.02% | −18,826−13.4% | Reduced |
| Portland Investment Counsel Inc. | 118,092 | $3.86M | 1.77% | +104,450+765.7% | Added |
| Qube Research & Technologies Ltd | 117,013 | $3.83M | 0.02% | +117,013 | New |
| Lee Danner & Bass Inc | 115,375 | $3.77M | 0.35% | +625+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 107,620 | $3.52M | 0.02% | −14,600−11.9% | Reduced |
| Royal London Asset Management Ltd | 106,366 | $3.48M | 0.01% | +6,607+6.6% | Added |
| Motley Fool Wealth Management, LLC | 103,515 | $3.39M | 0.21% | −1,221−1.2% | Reduced |
| HSBC Holdings PLC | 101,885 | $3.33M | 0.00% | +101,885 | New |
| Capital Group Investment Management Pte. Ltd. | 98,402 | $3.22M | 0.17% | −11,074−10.1% | Reduced |
| Cobblestone Capital Advisors LLC | 97,861 | $3.20M | 0.24% | −4,190−4.1% | Reduced |
| Azimuth Capital Investment Management LLC | 97,121 | $3.18M | 0.16% | +74,001+320.1% | Added |
| Public Sector Pension Investment Board | 96,177 | $3.15M | 0.02% | +4,674+5.1% | Added |
| Caisse de Depot Et Placement du Quebec | 96,075 | $3.14M | 0.01% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 92,570 | $3.03M | 0.11% | −138,392−59.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 90,213 | $2.95M | 1.58% | +90,213 | New |
| Truist Financial Corp | 88,677 | $2.90M | 0.01% | −6,313−6.6% | Reduced |
| Amundi | 91,156 | $2.88M | 0.00% | −151,196−62.4% | Reduced |
| Van Den Berg Management I, Inc | 85,805 | $2.81M | 1.04% | +189+0.2% | Added |
| United Capital Financial Advisers, LLC | 83,695 | $2.74M | 0.02% | +11,671+16.2% | Added |
| Canal Capital Management, LLC | 81,609 | $2.67M | 0.59% | −635−0.8% | Reduced |
| Creative Planning | 80,341 | $2.63M | 0.00% | −118−0.1% | Reduced |
| Smith, Salley & Associates | 80,231 | $2.63M | 0.21% | +4,268+5.6% | Added |
| Mizuho Markets Americas LLC | 75,000 | $2.45M | 0.11% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 75,000 | $2.45M | 0.11% | +75,000 | New |
| Brown Advisory Inc | 74,405 | $2.43M | 0.00% | +36,051+94.0% | Added |
| Janus Henderson Group PLC | 72,194 | $2.36M | 0.00% | +40,409+127.1% | Added |
| Bank of Nova Scotia Trust Co | 72,013 | $2.36M | 0.26% | −43,302−37.6% | Reduced |
| Lincluden Management Ltd | 71,137 | $2.32M | 0.27% | −143,153−66.8% | Reduced |
| Mariner, LLC | 69,139 | $2.26M | 0.01% | +8,607+14.2% | Added |
| BlackRock Inc. | 68,743 | $2.25M | 0.00% | +60,391+723.1% | Added |
| Cetera Advisor Networks LLC | 68,081 | $2.23M | 0.02% | +44,171+184.7% | Added |
| Guardian Capital LP | 68,004 | $2.22M | 0.07% | −301−0.4% | Reduced |
| Intact Investment Management Inc. | 67,614 | $2.21M | 0.09% | +67,614 | New |
| Colonial Trust Advisors | 67,266 | $2.20M | 0.26% | +52,625+359.4% | Added |
| Colony Group LLC | 64,290 | $2.10M | 0.03% | +28,594+80.1% | Added |
| Motley Fool Asset Management LLC | 61,422 | $2.01M | 0.22% | −1,395−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 61,067 | $2.00M | 0.00% | +11,147+22.3% | Added |
| Live Oak Private Wealth LLC | 57,452 | $1.88M | 0.39% | +5,830+11.3% | Added |
| Check Capital Management Inc | 56,197 | $1.84M | 0.17% | +46,245+464.7% | Added |
| Chicago Partners Investment Group LLC | 54,877 | $1.79M | 0.10% | +1,076+2.0% | Added |
| Janney Montgomery Scott LLC | 54,510 | $1.78M | 0.01% | +16,554+43.6% | Added |
| Lipe & Dalton | 51,940 | $1.70M | 0.97% | +17,898+52.6% | Added |
| Commonwealth Equity Services, LLC | 51,247 | $1.68M | 0.00% | −11,965−18.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 50,219 | $1.64M | 0.02% | +275+0.6% | Added |
| Rathbone Brothers plc | 49,680 | $1.63M | 0.02% | −771−1.5% | Reduced |
| Price T Rowe Associates Inc | 48,951 | $1.60M | 0.00% | −289,768−85.5% | Reduced |
| Vetamer Capital Management, L.P. | 48,864 | $1.60M | 2.20% | +9,524+24.2% | Added |
| Wulff, Hansen & Co. | 48,922 | $1.60M | 1.82% | 00.0% | Unchanged |
| Moerus Capital Management LLC | 47,197 | $1.54M | 0.47% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 46,009 | $1.51M | 0.02% | +1,511+3.4% | Added |
| Legal & General Group Plc | 45,844 | $1.50M | 0.00% | −806−1.7% | Reduced |
| Tandem Capital Management Corp | 45,711 | $1.50M | 1.05% | −186−0.4% | Reduced |
| Citadel Advisors LLC | 45,467 | $1.49M | 0.00% | +45,467 | New |
| Timber Creek Capital Management LLC | 44,545 | $1.46M | 0.52% | +44,545 | New |
| LPL Financial LLC | 43,292 | $1.42M | 0.00% | +12,105+38.8% | Added |
| AXA S.A. | 42,855 | $1.40M | 0.00% | +706+1.7% | Added |
| Adalta Capital Management LLC | 42,318 | $1.39M | 0.97% | −1,659−3.8% | Reduced |
| Greenline Partners, LLC | 41,838 | $1.37M | 0.26% | +41,838 | New |
| ClariVest Asset Management LLC | 41,289 | $1.35M | 0.06% | +120+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 40,455 | $1.32M | 0.00% | −12,673−23.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 40,299 | $1.32M | 0.02% | −2,527−5.9% | Reduced |
| Hi-Line Capital Management, LLC | 40,175 | $1.31M | 0.45% | +30+0.1% | Added |
| Chemistry Wealth Management LLC | 40,141 | $1.31M | 0.46% | +40,141 | New |
| Skandinaviska Enskilda Banken AB (publ) | 39,512 | $1.29M | 0.01% | +29,012+276.3% | Added |
| Mogy Joel R Investment Counsel Inc | 38,639 | $1.26M | 0.11% | +7,246+23.1% | Added |
| Marshall Wace, LLP | 38,600 | $1.26M | 0.00% | +16,450+74.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,377 | $1.22M | 0.14% | +37,377 | New |
| Westpac Banking Corp | 27,516 | $1.22M | 0.02% | +27,516 | New |
| State of New Jersey Common Pension Fund D | 36,877 | $1.21M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 36,216 | $1.18M | 0.00% | −18,519−33.8% | Reduced |
| Natixis Advisors, L.P. | 35,724 | $1.17M | 0.00% | −40,242−53.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 34,915 | $1.14M | 0.75% | +4,067+13.2% | Added |
| Tacita Capital Inc | 34,382 | $1.13M | 0.85% | 00.0% | Unchanged |