Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in Brookfield Asset Management Ltd. as of Sep 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
451
−1 vs. Q2 2023
Shares held
263.6M
+473.1K (+0.2%) vs. Q2 2023
Total value
$8.78B
+$183.6M (+2.1%) vs. Q2 2023
New holders
51
145 more added
Sold out
52
147 more reduced

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 451 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 heldQ3 2023: $8.78B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q2 2023.

Institutions holding BAM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Leonteq Securities AG1,109$50.2K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,506$50.2K0.00%−1,149−43.3%Reduced
Financial Perspectives, Inc1,618$54.0K0.02%00.0%Unchanged
Venturi Wealth Management, LLC1,650$55.0K0.00%−3,500−68.0%Reduced
Huntington National Bank1,651$55.1K0.00%−911−35.6%Reduced
Bartlett & Co. LLC1,710$57.0K0.00%−67−3.8%Reduced
Bartlett & Co. Wealth Management LLC1,710$57.0K0.00%−67−3.8%Reduced
Hanson & Doremus Investment Management1,748$58.0K0.01%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp1,764$58.8K0.00%+500+39.6%Added
Lindbrook Capital, LLC1,767$58.9K0.01%00.0%Unchanged
Rhumbline Advisers1,844$61.5K0.00%+331+21.9%Added
CWM, LLC1,959$65.0K0.00%+640+48.5%Added
Farther Finance Advisors, LLC1,956$65.2K0.01%−208−9.6%Reduced
EverSource Wealth Advisors, LLC1,960$65.3K0.01%+65+3.4%Added
Avalon Trust Co2,062$68.7K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)2,434$81.2K0.00%−7,482−75.5%Reduced
Wolverine Asset Management LLC2,673$89.1K0.00%00.0%Unchanged
IFP Advisors, Inc2,768$92.3K0.00%−112−3.9%Reduced
Trust Co of Vermont2,996$99.9K0.01%−10,308−77.5%Reduced
Anchor Investment Management, LLC2,998$100.0K0.01%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S3,076$103.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC3,418$114.0K0.00%00.0%Unchanged
UniSuper Management Pty Ltd2,794$126.5K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.4,925$164.2K0.02%+4,857+7,142.6%Added
RE Dickinson Investment Advisors, LLC5,431$181.0K0.13%+425+8.5%Added
NBC Securities, Inc.5,862$195.0K0.02%+5,862New
VisionPoint Advisory Group, LLC5,864$195.5K0.08%+101+1.8%Added
Confluence Investment Management LLC6,154$205.2K0.00%+6,154New
Princeton Global Asset Management LLC6,162$205.4K0.06%00.0%Unchanged
Fiduciary Trust Co6,217$207.3K0.00%+6,217New
Gilbert & Cook, Inc.6,257$208.6K0.03%+6,257New
Malaga Cove Capital, LLC6,275$209.2K0.10%−45−0.7%Reduced
First Hawaiian Bank6,386$212.9K0.01%−10−0.2%Reduced
Raymond James Trust N.A.6,402$213.4K0.01%+6,402New
Snowden Capital Advisors LLC6,437$215.5K0.01%−1,176−15.4%Reduced
Laurus Investment Counsel Inc.4,827$216.9K0.09%+4,827New
Parsons Capital Management Inc6,537$217.9K0.02%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC6,574$219.6K0.00%+6,574New
Foundations Investment Advisors, LLC6,591$219.7K0.01%+6,591New
Demars Financial Group, LLC6,660$222.0K0.13%+6,660New
Cigna Investments Inc6,750$226.0K0.05%00.0%Unchanged
Prudential Financial Inc6,849$228.3K0.00%−597−8.0%Reduced
Leavell Investment Management, Inc.6,857$229.0K0.02%−846−11.0%Reduced
Yousif Capital Management, LLC6,910$230.4K0.00%00.0%Unchanged
Evercore Wealth Management, LLC6,922$230.8K0.00%00.0%Unchanged
Advisors Asset Management, Inc.7,108$237.0K0.01%+1,621+29.5%Added
Integrated Wealth Concepts LLC7,119$237.3K0.00%+758+11.9%Added
Bessemer Group Inc7,152$238.0K0.00%−1,188−14.2%Reduced
Summit Trail Advisors, LLC7,156$238.6K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC7,221$240.7K0.04%+7,221New
Everett Harris & Co7,353$245.1K0.00%−17−0.2%Reduced
Community Bank & Trust, Waco, Texas6,106$250.0K0.09%+6,106New
D.A. Davidson & Co.7,652$255.1K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.7,740$258.0K0.00%+7,740New
Bank of Nova Scotia Trust Co7,778$259.3K0.03%−2,348−23.2%Reduced
Procyon Private Wealth Partners, LLC7,830$261.1K0.03%+7,830New
MML Investors Services, LLC7,886$263.0K0.00%+7,886New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,041$268.1K0.00%+6,115+317.5%Added
Schneider Downs Wealth Management Advisors, LP8,064$268.9K0.06%00.0%Unchanged
Cobblestone Capital Advisors LLC8,116$270.6K0.02%−7,779−48.9%Reduced
Squarepoint Ops LLC8,123$270.8K0.00%−39,132−82.8%Reduced
Moors & Cabot, Inc.8,340$278.1K0.02%+1,639+24.5%Added
Brown Brothers Harriman & Co8,462$282.1K0.00%00.0%Unchanged
Advisor Partners II, LLC8,514$283.9K0.01%+333+4.1%Added
Advisory Services Network, LLC8,765$292.2K0.01%+1,663+23.4%Added
Choate Investment Advisors8,769$292.4K0.01%+8,769New
Balboa Wealth Partners8,975$299.2K0.11%+8,975New
Park Avenue Securities LLC9,187$308.0K0.00%+9,187New
Jackson Hole Capital Partners, LLC9,479$316.0K0.09%−565−5.6%Reduced
SG Americas Securities, LLC7,148$322.0K0.00%+7,148New
Radnor Capital Management, LLC9,713$324.0K0.06%+9,713New
Wulff, Hansen & Co.9,776$325.9K0.38%00.0%Unchanged
TownSquare Capital, LLC9,887$329.6K0.01%+290+3.0%Added
DFPG Investments, LLC10,705$330.7K0.03%+10,705New
Carmel Capital Partners, LLC10,043$334.8K0.15%−2,744−21.5%Reduced
Oppenheimer & Co Inc10,210$340.4K0.01%−5,265−34.0%Reduced
Kestra Advisory Services, LLC10,225$340.9K0.00%+968+10.5%Added
First Heartland Consultants, Inc.10,275$344.0K0.04%−2,211−17.7%Reduced
Bray Capital Advisors10,330$344.4K0.10%00.0%Unchanged
Dorchester Wealth Management Co10,382$347.6K0.07%+2,066+24.8%Added
Kayne Anderson Capital Advisors LP10,500$350.1K0.01%00.0%Unchanged
JustInvest LLC10,829$361.0K0.01%+1,872+20.9%Added
Heritage Wealth Advisors10,849$361.7K0.02%−8,244−43.2%Reduced
Private Advisor Group, LLC10,912$363.8K0.00%−9,304−46.0%Reduced
Pacifica Partners Inc.11,854$368.6K0.20%00.0%Unchanged
Kraematon Investment Advisors, Inc11,133$371.2K0.46%−662−5.6%Reduced
Aviva PLC11,149$372.8K0.00%−57−0.5%Reduced
Metis Global Partners, LLC11,388$379.5K0.02%−293−2.5%Reduced
Allen Investment Management LLC11,759$392.0K0.01%00.0%Unchanged
United Services Automobile Association12,224$407.3K0.01%+2,116+20.9%Added
Highlander Capital Management, LLC12,176$408.0K0.16%+12,176New
Taylor Hoffman Wealth Management12,238$408.0K0.21%−207−1.7%Reduced
Price T Rowe Associates Inc12,394$413.0K0.00%−21−0.2%Reduced
Templeton & Phillips Capital Management, LLC12,481$417.3K0.44%+5,922+90.3%Added
Hendershot Investments Inc.12,551$418.4K0.07%−116−0.9%Reduced
Laffer Tengler Investments12,554$418.6K0.12%+12,554New
Needham Investment Management LLC12,570$420.9K0.07%00.0%Unchanged
TBH Global Asset Management, LLC12,722$424.2K0.08%+111+0.9%Added
US Bancorp13,696$456.6K0.00%−25−0.2%Reduced
Verition Fund Management LLC14,051$468.5K0.01%+4,294+44.0%Added