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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 7,853 | $256.9K | 0.01% | +7,853 | New |
| Riverview Capital Advisers, LLC | 7,828 | $256.1K | 0.11% | −43−0.5% | Reduced |
| Leavell Investment Management, Inc. | 7,704 | $252.0K | 0.02% | +7,704 | New |
| CSS LLC | 7,641 | $250.0K | 0.02% | −72−0.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,549 | $247.0K | 0.05% | −337−4.3% | Reduced |
| D.A. Davidson & Co. | 7,528 | $246.3K | 0.00% | +7,528 | New |
| Mraz, Amerine & Associates, Inc. | 7,395 | $242.0K | 0.06% | +7,395 | New |
| GenTrust, LLC | 7,261 | $237.6K | 0.02% | +7,261 | New |
| Evercore Wealth Management, LLC | 7,115 | $232.8K | 0.00% | −503−6.6% | Reduced |
| Nexus Investment Management ULC | 7,032 | $230.1K | 0.03% | −1,000−12.5% | Reduced |
| Yousif Capital Management, LLC | 6,910 | $226.1K | 0.00% | +6,910 | New |
| Cigna Investments Inc | 6,750 | $221.0K | 0.04% | +6,750 | New |
| Magnetar Financial LLC | 6,733 | $220.3K | 0.00% | +6,733 | New |
| Prudential Financial Inc | 6,720 | $219.9K | 0.00% | −4,586−40.6% | Reduced |
| Meixler Investment Management, Ltd. | 6,690 | $218.9K | 0.21% | −1,390−17.2% | Reduced |
| Epiq Partners, LLC | 6,682 | $218.6K | 0.15% | −11,810−63.9% | Reduced |
| Candriam Luxembourg S.C.A. | 7,148 | $215.2K | 0.00% | +7,148 | New |
| Powell Investment Advisors, LLC | 6,555 | $214.5K | 0.12% | +6,555 | New |
| Parsons Capital Management Inc | 6,537 | $213.9K | 0.02% | +6,537 | New |
| Boston Private Wealth LLC | 6,530 | $213.7K | 0.00% | +6,530 | New |
| Jump Financial, LLC | 6,226 | $203.7K | 0.01% | +6,226 | New |
| Princeton Global Asset Management LLC | 6,162 | $201.6K | 0.06% | −10.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 4,806 | $157.0K | 0.05% | +3,130+186.8% | Added |
| Cullen/Frost Bankers, Inc. | 4,680 | $153.1K | 0.00% | +261+5.9% | Added |
| Asset Management One Co.,Ltd. | 4,560 | $149.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,303 | $140.8K | 0.02% | −432−9.1% | Reduced |
| BDO Wealth Advisors, LLC | 3,818 | $124.9K | 0.02% | +68+1.8% | Added |
| Farther Finance Advisors, LLC | 3,649 | $119.4K | 0.03% | −170−4.5% | Reduced |
| Venturi Wealth Management, LLC | 3,350 | $109.6K | 0.01% | +3,350 | New |
| IFP Advisors, Inc | 3,257 | $104.2K | 0.01% | −14,015−81.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,076 | $101.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,700 | $88.3K | 0.00% | −90−3.2% | Reduced |
| Wolverine Asset Management LLC | 2,673 | $87.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,392 | $78.3K | 0.01% | −99−4.0% | Reduced |
| Advisors Asset Management, Inc. | 2,317 | $75.8K | 0.00% | +1,506+185.7% | Added |
| Tower Research Capital LLC (TRC) | 2,110 | $69.0K | 0.00% | −6,356−75.1% | Reduced |
| Avalon Trust Co | 2,062 | $67.5K | 0.01% | +2,062 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,926 | $63.1K | 0.00% | −362−15.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,777 | $58.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,777 | $58.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,767 | $57.8K | 0.01% | +1,767 | New |
| Allspring Global Investments Holdings, LLC | 1,718 | $56.2K | 0.00% | +1,636+1,995.1% | Added |
| Financial Perspectives, Inc | 1,618 | $52.9K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,513 | $49.5K | 0.00% | −1,800−54.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $49.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,109 | $49.1K | 0.00% | −1,018−47.9% | Reduced |
| HM Payson & Co | 1,300 | $42.5K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,298 | $42.5K | 0.00% | +375+40.6% | Added |
| HBC Financial Services, PLLC | 1,200 | $39.0K | 0.03% | +1,200 | New |
| Umb Bank N A | 1,081 | $35.4K | 0.00% | +1,081 | New |
| Huntington National Bank | 1,073 | $35.1K | 0.00% | +26+2.5% | Added |
| Belpointe Asset Management LLC | 1,073 | $35.1K | 0.00% | +130+13.8% | Added |
| Cercano Management LLC | 1,071 | $35.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,054 | $34.5K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,054 | $34.5K | 0.00% | −11,182−91.4% | Reduced |
| CWM, LLC | 1,021 | $33.0K | 0.00% | +530+107.9% | Added |
| Grayhawk Investment Strategies Inc. | 702 | $31.0K | 0.01% | −4,342−86.1% | Reduced |
| Harbour Investments, Inc. | 944 | $30.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 892 | $29.2K | 0.00% | −1,141−56.1% | Reduced |
| Pin Oak Investment Advisors Inc | 893 | $29.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 811 | $26.5K | 0.00% | −103−11.3% | Reduced |
| Bessemer Group Inc | 789 | $26.0K | 0.00% | −2,147−73.1% | Reduced |
| Signaturefd, LLC | 762 | $24.9K | 0.00% | +566+288.8% | Added |
| Ameritas Advisory Services, LLC | 639 | $20.9K | 0.00% | +639 | New |
| Global Retirement Partners, LLC | 601 | $19.5K | 0.00% | +566+1,617.1% | Added |
| Quadrant Capital Group LLC | 560 | $18.3K | 0.00% | +481+608.9% | Added |
| GWM Advisors LLC | 532 | $17.4K | 0.00% | −420−44.1% | Reduced |
| Proequities, Inc. | 513 | $16.8K | 0.00% | +3+0.6% | Added |
| South State Corp. | 497 | $16.3K | 0.00% | −50−9.1% | Reduced |
| Tradition Wealth Management, LLC | 474 | $16.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 464 | $15.2K | 0.00% | +2+0.4% | Added |
| TCI Wealth Advisors, Inc. | 457 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 454 | $14.6K | 0.00% | +454 | New |
| Milestone Investment Advisors LLC | 402 | $13.2K | 0.00% | +402 | New |
| Community Bank, N.A. | 382 | $12.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 378 | $12.4K | 0.00% | +378 | New |
| Private Trust Co NA | 377 | $12.3K | 0.00% | −71−15.8% | Reduced |
| Fifth Third Bancorp | 375 | $12.3K | 0.00% | −18−4.6% | Reduced |
| Carderock Capital Management Inc | 375 | $12.3K | 0.00% | +375 | New |
| Baystate Wealth Management LLC | 326 | $10.7K | 0.00% | +326 | New |
| Column Capital Advisors, LLC | 295 | $9.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 291 | $9.52K | 0.00% | +82+39.2% | Added |
| Raleigh Capital Management Inc. | 258 | $8.43K | 0.00% | +258 | New |
| Crewe Advisors LLC | 251 | $8.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 231 | $7.56K | 0.00% | +16+7.4% | Added |
| Banque Cantonale Vaudoise | 225 | $7.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 201 | $6.58K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 177 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 173 | $6.00K | 0.00% | −1−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 163 | $5.33K | 0.00% | +95+139.7% | Added |
| Massmutual Trust Co FSB | 161 | $5.27K | 0.00% | +48+42.5% | Added |
| GPS Wealth Strategies Group, LLC | 157 | $5.14K | 0.00% | +157 | New |
| Delta Asset Management LLC | 155 | $5.07K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 141 | $5.00K | 0.00% | +94+200.0% | Added |
| Brown Shipley& Co Ltd | 151 | $4.94K | 0.00% | +151 | New |
| Arlington Partners LLC | 149 | $4.88K | 0.00% | +149 | New |
| Providence Capital Advisors, LLC | 147 | $4.81K | 0.00% | −28,092−99.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 145 | $4.75K | 0.00% | 00.0% | Unchanged |