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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, 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
Utah Retirement Systems33,496$1.10M0.02%+33,496New
Kirr Marbach & Co LLC32,320$1.06M0.33%+421+1.3%Added
Credential Qtrade Securities Inc.31,913$1.05M0.07%−235,986−88.1%Reduced
Blair William & Co31,934$1.04M0.00%+844+2.7%Added
APG Asset Management N.V.33,941$1.02M0.00%−1,250,284−97.4%Reduced
Texas Yale Capital Corp.31,067$1.02M0.05%−1,016−3.2%Reduced
Graybill Bartz & Assoc Ltd30,931$1.01M0.52%−422−1.3%Reduced
Crossmark Global Holdings, Inc.30,692$1.00M0.02%+15,094+96.8%Added
Davis-Rea Ltd.30,342$992.9K0.60%−6,160−16.9%Reduced
First Republic Investment Management, Inc.29,975$980.8K0.00%+2,075+7.4%Added
WCM Investment Management, LLC28,649$937.4K0.00%+1,624+6.0%Added
Global Endowment Management, LP25,973$849.8K0.09%+658+2.6%Added
Ensign Peak Advisors, Inc25,769$845.6K0.00%+8,700+51.0%Added
Shell Asset Management Co25,679$840.0K0.03%−473−1.8%Reduced
Moneta Group Investment Advisors LLC25,534$835.5K0.02%+3,249+14.6%Added
Lincoln Capital LLC25,337$828.1K0.23%+25,337New
Alliancebernstein L.P.25,001$818.0K0.00%−666−2.6%Reduced
Salvus Wealth Management, LLC23,881$781.4K0.63%+23,881New
Capital Group Private Client Services, Inc.23,039$753.8K0.01%+23,039New
Pinnacle Financial Partners Inc22,882$748.7K0.02%−2,846−11.1%Reduced
Oppenheimer & Co Inc22,336$730.8K0.02%−1,128−4.8%Reduced
Retirement Group, LLC21,786$713.0K0.33%+6,515+42.7%Added
DekaBank Deutsche Girozentrale22,341$692.0K0.00%−565−2.5%Reduced
Culbertson A N & Co Inc21,055$688.9K0.14%−713−3.3%Reduced
M&T Bank Corp20,960$685.8K0.00%+20,960New
Canoe Financial LP20,461$670.2K0.01%+20,461New
Waterfront Wealth Inc.20,375$666.7K0.22%00.0%Unchanged
Blue Fin Capital, Inc.21,324$665.0K0.21%+764+3.7%Added
Voya Investment Management LLC19,408$634.9K0.00%+19,408New
Quinn Opportunity Partners LLC19,400$634.8K0.07%00.0%Unchanged
Heritage Wealth Advisors19,188$627.8K0.03%−162,697−89.5%Reduced
Regions Financial Corp19,051$623.0K0.01%+19,051New
Trust Co of Vermont18,870$617.4K0.04%−7,158−27.5%Reduced
Private Advisor Group, LLC18,753$613.6K0.01%+18,753New
Ancora Advisors, LLC18,722$612.6K0.02%+1,540+9.0%Added
K.J. Harrison & Partners Inc18,599$608.4K0.12%00.0%Unchanged
Gabelli Funds LLC18,349$600.4K0.00%00.0%Unchanged
Natixis18,308$599.0K0.01%+5,886+47.4%Added
Citigroup Inc18,206$595.5K0.00%−78,803−81.2%Reduced
Radnor Capital Management, LLC18,009$589.0K0.15%+491+2.8%Added
Change Path, LLC17,619$576.0K0.03%+17,619New
Oppenheimer Asset Management Inc.17,518$573.2K0.01%+1,056+6.4%Added
Cumberland Partners Ltd17,500$572.5K0.06%+238+1.4%Added
Accuvest Global Advisors17,404$569.0K0.26%+17,404New
Rational Advisors LLC17,300$566.1K0.05%+17,300New
SOL Capital Management CO17,270$565.1K0.09%+2,108+13.9%Added
Barclays PLC16,989$555.9K0.00%+7,554+80.1%Added
Roundview Capital LLC16,788$549.3K0.06%+488+3.0%Added
Two Sigma Advisers, LP16,500$539.9K0.00%+16,500New
Atlantic Union Bankshares Corp16,211$530.4K0.06%+16,211New
We Are One Seven, LLC16,134$527.9K0.03%+16,134New
King Luther Capital Management Corp16,124$527.6K0.00%+641+4.1%Added
GoodHaven Capital Management, LLC15,927$521.1K0.34%−10−0.1%Reduced
Vident Investment Advisory, LLC15,894$519.9K0.02%+15,894New
Mar Vista Investment Partners LLC15,827$518.0K0.02%+486+3.2%Added
Colonial Trust Co15,789$516.6K0.13%+11,433+262.5%Added
Veritable, L.P.15,548$508.7K0.01%−1,520−8.9%Reduced
Templeton & Phillips Capital Management, LLC15,409$504.2K0.53%00.0%Unchanged
Mascoma Wealth Management LLC15,000$503.3K0.15%−75−0.5%Reduced
Herold Advisors, Inc.14,813$484.6K0.17%−40.0%Reduced
First Heartland Consultants, Inc.14,619$478.3K0.07%+14,619New
Whittier Trust Co14,584$477.2K0.01%+4,612+46.2%Added
Kayne Anderson Capital Advisors LP14,350$469.5K0.01%00.0%Unchanged
Susquehanna International Group, LLP14,344$469.3K0.00%+14,344New
Guardian Wealth Management, Inc.14,140$462.7K0.45%+289+2.1%Added
Shelter Mutual Insurance Co14,127$462.0K0.13%−14,033−49.8%Reduced
Cambridge Investment Research Advisors, Inc.13,834$453.0K0.00%−10,127−42.3%Reduced
Eschler Asset Management LLP13,364$437.3K0.35%+13,364New
Man Group plc–$433.6K0.00%–New
Hendershot Investments Inc.12,893$421.9K0.07%−2,084−13.9%Reduced
Taylor Hoffman Wealth Management12,714$416.0K0.23%−320−2.5%Reduced
First Hawaiian Bank12,632$413.3K0.01%+12,632New
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial12,583$411.7K0.02%00.0%Unchanged
Needham Investment Management LLC12,570$411.3K0.07%00.0%Unchanged
Metis Global Partners, LLC12,284$402.4K0.03%+1,064+9.5%Added
Kraematon Investment Advisors, Inc11,950$391.0K0.45%+9,618+412.4%Added
Allen Investment Management LLC11,759$384.8K0.01%00.0%Unchanged
Quantinno Capital Management LP11,736$384.0K0.03%+1,111+10.5%Added
Pacifica Partners Inc.11,912$374.6K0.23%+71+0.6%Added
Baird Financial Group, Inc.11,317$370.3K0.00%+1,650+17.1%Added
US Bancorp11,306$369.9K0.00%+893+8.6%Added
CenterBook Partners LP10,651$348.5K0.05%+10,651New
Gamco Investors, Inc. Et Al10,646$348.3K0.00%−25−0.2%Reduced
Bray Capital Advisors10,330$338.0K0.10%00.0%Unchanged
Jackson Hole Capital Partners, LLC10,208$334.0K0.09%−687−6.3%Reduced
United Services Automobile Association10,108$331.1K0.01%+10,108New
Advisory Services Network, LLC9,906$324.1K0.01%−2,759−21.8%Reduced
Kestra Advisory Services, LLC9,718$318.0K0.00%+1,834+23.3%Added
Bradley Foster & Sargent Inc9,635$315.3K0.01%−58−0.6%Reduced
Appleton Partners Inc9,601$314.0K0.03%−18,070−65.3%Reduced
Brown Brothers Harriman & Co8,559$280.1K0.00%−296−3.3%Reduced
Dorchester Wealth Management Co8,533$279.1K0.06%−376−4.2%Reduced
Baker Tilly Wealth Management, LLC8,437$276.1K0.03%−2,420−22.3%Reduced
USS Investment Management Ltd8,400$275.9K0.00%00.0%Unchanged
Captrust Financial Advisors8,379$274.2K0.00%+1,077+14.7%Added
Simplex Trading, LLC8,350$273.0K0.01%+8,350New
Carmel Capital Partners, LLC8,224$269.1K0.16%+8,224New
Schneider Downs Wealth Management Advisors, LP8,064$263.9K0.05%00.0%Unchanged
Advisor Partners II, LLC7,916$259.0K0.01%+7,916New
Summit Trail Advisors, LLC7,901$258.5K0.01%+372+4.9%Added