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, Q4 2023

Institutional positions in Brookfield Asset Management Ltd. as of Dec 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
479
+34 vs. Q3 2023
Shares held
268.7M
+5.53M (+2.1%) vs. Q3 2023
Total value
$10.8B
+$2.05B (+23.4%) vs. Q3 2023
New holders
77
133 more added
Sold out
43
168 more reduced

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 479 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 heldQ4 2023: $10.8B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q3 2023.

Institutions holding BAM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Washington Trust Co423$17.0K0.00%−38−8.2%Reduced
Massmutual Trust Co FSB383$15.4K0.00%+103+36.8%Added
Community Bank, N.A.382$15.3K0.00%00.0%Unchanged
Baystate Wealth Management LLC337$13.5K0.00%+11+3.4%Added
Allworth Financial LP320$12.9K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton305$12.3K0.00%00.0%Unchanged
Planned Solutions, Inc.300$12.1K0.01%+300New
Zions Bancorporation, N.A.259$10.4K0.00%+7+2.8%Added
Crewe Advisors LLC251$10.1K0.00%00.0%Unchanged
Financial Management Professionals, Inc.203$8.00K0.00%+18+9.7%Added
FSA Wealth Management LLC196$8.00K0.00%+196New
Pinnacle Bancorp, Inc.187$7.51K0.00%00.0%Unchanged
First Horizon Advisors, Inc.184$7.39K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC177$7.11K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.173$7.00K0.00%00.0%Unchanged
Fortis Group Advisors, LLC168$6.75K0.00%+84+100.0%Added
Delta Asset Management LLC155$6.23K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.145$5.83K0.00%00.0%Unchanged
CVA Family Office, LLC143$5.74K0.00%+143New
Providence Capital Advisors, LLC142$5.70K0.00%00.0%Unchanged
GAMMA Investing LLC134$5.38K0.00%+134New
Whittier Trust Co of Nevada Inc132$5.30K0.00%+132New
New England Capital Financial Advisors LLC127$5.10K0.00%+1+0.8%Added
Oakworth Capital, Inc.127$5.10K0.00%+119+1,487.5%Added
Acadian Asset Management LLC139$5.00K0.00%+17+13.9%Added
GPS Wealth Strategies Group, LLC122$4.90K0.00%−30−19.7%Reduced
Carolinas Wealth Consulting LLC102$4.10K0.00%+102New
Prestige Wealth Management Group LLC97$3.90K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP97$3.90K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC88$3.54K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.83$3.33K0.00%00.0%Unchanged
Costello Asset Management, INC76$3.05K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$3.05K0.00%+76New
Emfo, LLC75$3.01K0.00%00.0%Unchanged
Bell Investment Advisors, Inc72$2.89K0.00%−1−1.4%Reduced
Tucker Asset Management LLC69$2.77K0.00%00.0%Unchanged
Salomon & Ludwin, LLC81$2.70K0.00%00.0%Unchanged
Robinswood Financial LLC66$2.65K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC65$2.62K0.00%00.0%Unchanged
JNBA Financial Advisors61$2.45K0.00%00.0%Unchanged
Scarborough Advisors, LLC58$2.33K0.00%+58New
Stone House Investment Management, LLC50$2.02K0.00%+50New
M&R Capital Management Inc50$2.02K0.00%00.0%Unchanged
Accent Capital Management, LLC50$2.01K0.00%+50New
Ronald Blue Trust, Inc.75$2.00K0.00%−109−59.2%Reduced
Parallel Advisors, LLC49$1.97K0.00%−9−15.5%Reduced
Kelly Financial Services LLC44$1.77K0.00%00.0%Unchanged
North Star Investment Management Corp.40$1.61K0.00%00.0%Unchanged
JJJ Advisors Inc.38$1.53K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A37$1.49K0.00%+37New
Abound Wealth Management32$1.29K0.00%00.0%Unchanged
Bellevue Asset Management, LLC31$1.25K0.00%+1+3.3%Added
Larson Financial Group LLC29$1.17K0.00%−23−44.2%Reduced
MCF Advisors LLC28$1.13K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC27$1.08K0.00%+27New
Fairman Group, LLC25$1.00K0.00%+25New
Covestor Ltd21$1.00K0.00%+4+23.5%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$8030.00%00.0%Unchanged
Baldwin Brothers Inc16$6430.00%00.0%Unchanged
McIlrath & Eck, LLC14$5620.00%00.0%Unchanged
St. Johns Investment Management Company, LLC13$5220.00%00.0%Unchanged
Creative Financial Designs Inc11$4420.00%00.0%Unchanged
Evermay Wealth Management LLC11$4420.00%00.0%Unchanged
Truvestments Capital LLC6$2410.00%−213−97.3%Reduced
Eagle Bay Advisors LLC6$2410.00%00.0%Unchanged
Sunbelt Securities, Inc.4$1650.00%−169−97.7%Reduced
Sittner & Nelson, LLC4$1610.00%00.0%Unchanged
Tompkins Financial Corp4$1610.00%00.0%Unchanged
Raffa Wealth Management, LLC4$1610.00%00.0%Unchanged
Castleview Partners, LLC4$1610.00%00.0%Unchanged
Rothschild Investment LLC4$1610.00%+4New
Motco3$1210.00%00.0%Unchanged
New Millennium Group LLC3$1210.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC3$1210.00%+3New
Leonteq Securities AG2$800.00%−1,107−99.8%Reduced
DHJJ Financial Advisors, Ltd.1$410.00%00.0%Unchanged
Soros Fund Management LLCSuperinvestorSoros Fund Management1$400.00%+1New
Coppell Advisory Solutions LLC1$400.00%+1New
Hantz Financial Services, Inc.9$00.00%00.0%Unchanged
Timucuan Asset Management Inc0$00.00%−641,761−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−454,399−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−174,067−100.0%Sold out
Centiva Capital, LP0$00.00%−117,500−100.0%Sold out
Dixon Mitchell Investment Counsel Inc.0$00.00%−125,234−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−125,012−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−117,000−100.0%Sold out
Renaissance Technologies LLC0$00.00%−82,300−100.0%Sold out
Intact Investment Management Inc.0$00.00%−41,891−100.0%Sold out
Rezny Wealth Management, Inc.0$00.00%−30,405−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−30,000−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−28,926−100.0%Sold out
First Foundation Advisors0$00.00%−26,916−100.0%Sold out
True Wealth Design, LLC0$00.00%−23,752−100.0%Sold out
Natixis0$00.00%−21,260−100.0%Sold out
Canoe Financial LP0$00.00%−20,461−100.0%Sold out
Change Path, LLC0$00.00%−20,131−100.0%Sold out
Accuvest Global Advisors0$00.00%−15,916−100.0%Sold out
Aigen Investment Management, LP0$00.00%−14,244−100.0%Sold out
Kayne Anderson Capital Advisors LP0$00.00%−10,500−100.0%Sold out
First Heartland Consultants, Inc.0$00.00%−10,275−100.0%Sold out