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Brookfield Asset Management Ltd.

BAM
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NYSE
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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.

Q1 2024 vs. Q4 2023

How the institutions holding Brookfield Asset Management Ltd. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of BAM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders4796488+15
Shares268.7M151.2K276.4M+7.82M (+2.9%)
Value$10.8B$6.05M$11.6B+$821.8M (+7.6%)

6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to BAM in Q1 2024
InstitutionSharesValue% of portfolio
MAI Capital Management172,443$7.25M0.08%
Renaissance Technologies LLC143,500$6.03M0.01%
O'Shaughnessy Asset Management, LLC71,729$3.01M0.03%
BNP Paribas47,704$2.01M0.09%
SIG North Trading, ULC46,352$1.95M0.71%
Spears Abacus Advisors LLC45,307$1.90M0.04%
Ervin Investment Management, LLC37,959$1.60M1.12%
Natixis35,581$1.50M0.01%
Y-Intercept (Hong Kong) Ltd35,054$1.47M0.11%
Marshall Wace, LLP29,100$1.22M0.00%
Allianz SE19,543$1.11M0.04%
Aigen Investment Management, LP25,633$1.08M0.23%
Castle Rock Wealth Management, LLC27,930$1.07M0.29%
Qube Research & Technologies Ltd24,065$1.01M0.00%
Schonfeld Strategic Advisors LLC21,964$922.9K0.01%
Sprott Inc.18,715$786.4K0.06%
Diversify Advisory Services, LLC13,491$565.8K0.03%
Pitcairn Co12,498$525.2K0.03%
Intech Investment Management LLC8,089$340.1K0.00%
SageView Advisory Group, LLC6,490$272.7K0.02%
Ascent Group, LLC6,065$254.9K0.02%
Principal Street Partners, LLC6,302$250.5K0.05%
Kingsview Wealth Management, LLC5,944$249.8K0.01%
Clifford Swan Investment Counsel LLC5,750$241.6K0.01%
Cresset Asset Management, LLC5,335$224.2K0.00%
Round Rock Advisors, LLC5,153$216.5K0.05%
Thurston, Springer, Miller, Herd & Titak, Inc.5,098$214.2K0.09%
Heritage Investors Management Corp4,948$208.0K0.01%
NewEdge Wealth, LLC5,238$202.0K0.00%
Clear Street Markets LLC4,611$194.0K0.09%
SG Americas Securities, LLC3,264$137.0K0.00%
Copeland Capital Management, LLC3,257$136.9K0.00%
GoalVest Advisory LLC2,380$100.0K0.03%
Headlands Technologies LLC1,255$52.7K0.01%
Optiver Holding B.V.512$21.5K0.00%
Continuum Advisory, LLC495$19.8K0.00%
Fifth Third Bancorp429$18.0K0.00%
Briaud Financial Planning, Inc408$18.0K0.01%
Dixon Mitchell Investment Counsel Inc.303$12.7K0.00%
Richardson Financial Services Inc.205$8.61K0.01%
Salem Investment Counselors Inc198$8.32K0.00%
MUFG Securities (Canada), Ltd.180$7.56K0.00%
Indiana Trust & Investment Management CO131$5.50K0.00%
Gen-Wealth Partners Inc57$2.40K0.00%
First PREMIER Bank47$2.00K0.00%
Spotlight Asset Group, Inc.43$1.81K0.00%
Cornerstone Planning Group LLC23$9000.00%
Register Financial Advisors LLC15$6450.00%
Boyd Watterson Asset Management LLC9$3780.00%
Private Wealth Management Group, LLC8$3370.00%
Macquarie Group Ltd8$3360.00%
Sofos Investments, Inc.0$240.00%

Sold out (37)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of BAM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Citadel Advisors LLC239,792$9.63M
Weiss Multi-Strategy Advisers LLC166,244$6.68M
Squarepoint Ops LLC131,134$5.27M
Cetera Advisor Networks LLC73,009$2.95M
Bridgewater Associates, LP65,259$2.63M
Parallax Volatility Advisers, L.P.50,297$2.02M
BNP Paribas Arbitrage, SA47,704$1.92M
Susquehanna International Group, LLP46,854$1.88M
Gsa Capital Partners LLP43,166$1.73M
State of New Jersey Common Pension Fund D36,877$1.48M
Dimensional Fund Advisors LP34,411$1.38M
Graybill Bartz & Assoc Ltd28,887$1.16M
CWM Advisors, LLC19,493$783.0K
King Luther Capital Management Corp17,245$692.7K
Balboa Wealth Partners15,300$614.6K
Wolverine Trading, LLC13,250$532.3K
XTX Topco Ltd11,549$463.9K
Group One Trading, L.P.9,318$374.3K
Bridgefront Capital, LLC6,914$277.7K
Demars Financial Group, LLC6,551$263.2K
Penserra Capital Management LLC6,080$244.0K
Verition Fund Management LLC5,119$205.6K
Rakuten Investment Management, Inc.864$34.8K
Glassman Wealth Services854$34.3K
Thompson Siegel & Walmsley LLC843$34.0K
Tradition Wealth Management, LLC474$19.0K
Planned Solutions, Inc.300$12.1K
Harel Insurance Investments & Financial Services Ltd.173$7.00K
Carolinas Wealth Consulting LLC102$4.10K
Sugarloaf Wealth Management, LLC88$3.54K
Salomon & Ludwin, LLC81$2.70K
Scarborough Advisors, LLC58$2.33K
Larson Financial Group LLC29$1.17K
Tompkins Financial Corp4$161
New Millennium Group LLC3$121
Soros Fund Management LLCSuperinvestorSoros Fund Management1$40
Hantz Financial Services, Inc.9$0

Not filed for Q1 2024 yet (6)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Lee Danner & Bass Inc95,758$3.85M
Cannell Peter B & Co Inc41,083$1.65M
DFPG Investments, LLC12,343$468.7K
Bartlett & Co. LLC1,710$69.0K
Baystate Wealth Management LLC337$13.5K
Coppell Advisory Solutions LLC1$40