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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, Q2 2023

Institutional positions in Brookfield Asset Management Ltd. as of Jun 30, 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
456
−7 vs. Q1 2023
Shares held
263.2M
+6.12M (+2.4%) vs. Q1 2023
Total value
$8.60B
+$178.5M (+2.1%) vs. Q1 2023
New holders
54
136 more added
Sold out
61
165 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 456 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 heldQ2 2023: $8.60B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2023.

Institutions holding BAM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AIA Group Ltd29,172$951.9K0.05%+29,172New
WCM Investment Management, LLC28,769$938.7K0.00%+120+0.4%Added
First Republic Investment Management, Inc.28,284$924.4K0.00%−1,691−5.6%Reduced
Davis-Rea Ltd.26,728$873.0K0.49%−3,614−11.9%Reduced
Moneta Group Investment Advisors LLC19,400$838.9K0.02%−6,134−24.0%Reduced
Ensign Peak Advisors, Inc25,769$826.0K0.00%00.0%Unchanged
Lincoln Capital LLC25,195$822.1K0.21%−142−0.6%Reduced
Occudo Quantitative Strategies LP24,945$814.0K0.08%+24,945New
Alliancebernstein L.P.24,760$807.9K0.00%−241−1.0%Reduced
True Wealth Design, LLC24,389$795.8K0.29%+24,378+221,618.2%Added
Vetamer Capital Management, L.P.24,046$784.6K1.21%−24,818−50.8%Reduced
Salvus Wealth Management, LLC23,900$779.9K0.60%+19+0.1%Added
M&T Bank Corp23,548$768.4K0.00%+2,588+12.3%Added
Blair William & Co23,026$751.4K0.00%−8,908−27.9%Reduced
Legal & General Group Plc22,909$747.4K0.00%−22,935−50.0%Reduced
Retirement Group, LLC22,828$744.9K0.31%+1,042+4.8%Added
Pinnacle Financial Partners Inc22,811$744.6K0.02%−71−0.3%Reduced
Citigroup Inc21,838$713.6K0.00%+3,632+19.9%Added
Blue Fin Capital, Inc.21,748$709.6K0.20%+424+2.0%Added
Kathleen S. Wright Associates Inc.21,200$691.8K0.44%−13,715−39.3%Reduced
Waterfront Wealth Inc.19,933$679.7K0.20%−442−2.2%Reduced
Private Advisor Group, LLC20,216$670.0K0.01%+1,463+7.8%Added
Canoe Financial LP20,461$668.1K0.01%00.0%Unchanged
Shell Asset Management Co19,904$650.0K0.03%−5,775−22.5%Reduced
Ancora Advisors, LLC19,538$637.5K0.02%+816+4.4%Added
Heritage Wealth Advisors19,093$623.0K0.03%−95−0.5%Reduced
Change Path, LLC18,985$619.0K0.03%+1,366+7.8%Added
Gabelli Funds LLC18,349$598.7K0.00%00.0%Unchanged
Quinn Opportunity Partners LLC17,900$584.1K0.08%−1,500−7.7%Reduced
Culbertson A N & Co Inc17,881$583.5K0.11%−3,174−15.1%Reduced
K.J. Harrison & Partners Inc17,821$579.9K0.11%−778−4.2%Reduced
Oppenheimer Asset Management Inc.17,670$576.6K0.01%+152+0.9%Added
Voya Investment Management LLC17,426$569.4K0.00%−1,982−10.2%Reduced
King Luther Capital Management Corp17,324$565.3K0.00%+1,200+7.4%Added
Accuvest Global Advisors17,180$561.0K0.29%−224−1.3%Reduced
SOL Capital Management CO17,040$556.0K0.08%−230−1.3%Reduced
Colonial Trust Co17,024$555.5K0.13%+1,235+7.8%Added
Cambridge Investment Research Advisors, Inc.16,827$550.0K0.00%+2,993+21.6%Added
Cobblestone Capital Advisors LLC15,895$518.7K0.04%−81,966−83.8%Reduced
GoodHaven Capital Management, LLC15,881$518.2K0.31%−46−0.3%Reduced
Mar Vista Investment Partners LLC15,832$517.0K0.02%+50.0%Added
Eschler Asset Management LLP15,347$516.4K0.73%+1,983+14.8%Added
Cipher Capital LP15,812$515.9K0.09%+15,812New
Y-Intercept (Hong Kong) Ltd15,619$509.6K0.05%−21,758−58.2%Reduced
Veritable, L.P.15,547$507.3K0.01%−10.0%Reduced
Oppenheimer & Co Inc15,475$504.9K0.01%−6,861−30.7%Reduced
National Asset Management, Inc.14,923$487.5K0.01%+14,923New
Herold Advisors, Inc.14,813$484.1K0.15%00.0%Unchanged
Quantinno Capital Management LP14,537$475.0K0.03%+2,801+23.9%Added
Whittier Trust Co14,398$469.8K0.01%−186−1.3%Reduced
Shelter Mutual Insurance Co14,127$461.0K0.11%00.0%Unchanged
US Bancorp13,721$447.7K0.00%+2,415+21.4%Added
Graham Capital Management, L.P.13,681$446.4K0.02%+13,681New
Trust Co of Vermont13,304$434.1K0.03%−5,566−29.5%Reduced
Jump Financial, LLC12,983$423.6K0.02%+6,757+108.5%Added
Carmel Capital Partners, LLC12,787$417.2K0.22%+4,563+55.5%Added
Hendershot Investments Inc.12,667$413.3K0.07%−226−1.8%Reduced
APG Asset Management N.V.13,741$411.6K0.00%−20,200−59.5%Reduced
TBH Global Asset Management, LLC12,611$411.5K0.08%+12,611New
Needham Investment Management LLC12,570$410.8K0.07%00.0%Unchanged
First Heartland Consultants, Inc.12,486$408.1K0.05%−2,133−14.6%Reduced
Balyasny Asset Management LLC12,474$407.0K0.00%+12,474New
Taylor Hoffman Wealth Management12,445$406.1K0.20%−269−2.1%Reduced
Price T Rowe Associates Inc12,415$405.0K0.00%−36,536−74.6%Reduced
Seven Eight Capital, LP11,903$388.4K0.06%+11,903New
Kraematon Investment Advisors, Inc11,795$384.9K0.42%−155−1.3%Reduced
Allen Investment Management LLC11,759$383.7K0.01%00.0%Unchanged
Pacifica Partners Inc.11,854$382.2K0.22%−58−0.5%Reduced
Metis Global Partners, LLC11,681$381.3K0.02%−603−4.9%Reduced
Aviva PLC11,206$366.1K0.00%−110,450−90.8%Reduced
Kayne Anderson Capital Advisors LP10,500$342.6K0.01%−3,850−26.8%Reduced
Bray Capital Advisors10,330$337.1K0.10%00.0%Unchanged
Bank of Nova Scotia Trust Co10,126$330.4K0.03%−61,887−85.9%Reduced
United Services Automobile Association10,108$329.9K0.01%00.0%Unchanged
Jackson Hole Capital Partners, LLC10,044$327.7K0.09%−164−1.6%Reduced
Fox Run Management, L.L.C.9,999$326.3K0.09%+9,999New
Tower Research Capital LLC (TRC)9,916$323.6K0.01%+7,806+370.0%Added
Wulff, Hansen & Co.9,776$319.0K0.36%−39,146−80.0%Reduced
Verition Fund Management LLC9,757$318.4K0.00%+9,757New
TownSquare Capital, LLC9,597$313.1K0.01%+9,597New
Baird Financial Group, Inc.9,573$312.4K0.00%−1,744−15.4%Reduced
Kestra Advisory Services, LLC9,257$302.1K0.00%−461−4.7%Reduced
JustInvest LLC8,957$292.3K0.01%+8,957New
Wedbush Securities Inc8,862$289.0K0.01%+8,862New
Brown Brothers Harriman & Co8,462$276.1K0.00%−97−1.1%Reduced
Baker Tilly Wealth Management, LLC8,354$272.6K0.03%−83−1.0%Reduced
Bessemer Group Inc8,340$272.0K0.00%+7,551+957.0%Added
Dorchester Wealth Management Co8,316$271.6K0.06%−217−2.5%Reduced
Advisor Partners II, LLC8,181$266.9K0.01%+265+3.3%Added
Schneider Downs Wealth Management Advisors, LP8,064$263.1K0.06%00.0%Unchanged
Virtu Financial LLC7,949$259.0K0.02%+7,949New
Riverview Capital Advisers, LLC7,829$255.5K0.11%+10.0%Added
Captrust Financial Advisors7,753$253.0K0.00%−626−7.5%Reduced
Regions Financial Corp7,726$252.1K0.00%−11,325−59.4%Reduced
Leavell Investment Management, Inc.7,703$251.0K0.02%−10.0%Reduced
D.A. Davidson & Co.7,652$249.7K0.00%+124+1.6%Added
CSS LLC7,641$249.3K0.02%00.0%Unchanged
Snowden Capital Advisors LLC7,613$248.8K0.01%−240−3.1%Reduced
Candriam Luxembourg S.C.A.7,489$244.7K0.00%+341+4.8%Added
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.7,480$244.1K0.05%−69−0.9%Reduced