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.
Q4 2023 vs. Q3 2023
How the institutions holding Brookfield Asset Management Ltd. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 451 | 6 | 479 | +34 |
| Shares | 263.6M | 389.1K | 268.7M | +5.53M (+2.1%) |
| Value | $8.78B | $13.0M | $10.8B | +$2.05B (+23.4%) |
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (77)
Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (43)
Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (6)
Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Madison Wealth Management | 229,898 | $7.66M |
| Steel Canyon Capital, LLC | 107,001 | $3.57M |
| First Republic Investment Management, Inc. | 26,246 | $878.7K |
| Pathstone Family Office, LLC | 17,152 | $571.8K |
| Advisor Partners II, LLC | 8,514 | $283.9K |
| Column Capital Advisors, LLC | 295 | $9.84K |