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, Q1 2024
Institutional positions in Brookfield Asset Management Ltd. as of Mar 31, 2024. 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
- 488
- +15 vs. Q4 2023
- Shares held
- 276.4M
- +7.82M (+2.9%) vs. Q4 2023
- Total value
- $11.6B
- +$821.8M (+7.6%) vs. Q4 2023
- New holders
- 52
- 163 more added
- Sold out
- 37
- 162 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 629 | $67.0B |
| Q1 2026 | 633 | $65.9B |
| Q4 2025 | 633 | $78.1B |
| Q3 2025 | 589 | $85.2B |
| Q2 2025 | 606 | $82.7B |
| Q1 2025 | 590 | $72.1B |
| Q4 2024 | 571 | $16.1B |
| Q3 2024 | 551 | $14.0B |
| Q2 2024 | 529 | $11.3B |
| Q1 2024 | 488 | $11.6B |
| Q4 2023 | 479 | $10.8B |
| Q3 2023 | 451 | $8.78B |
| Q2 2023 | 456 | $8.60B |
| Q1 2023 | 465 | $8.43B |
| Q4 2022 | 456 | $7.09B |
| Q3 2022 | 685 | $41.6B |
| Q2 2022 | 714 | $44.7B |
| Q1 2022 | 730 | $56.7B |
| Q4 2021 | 734 | $60.9B |
| Q3 2021 | 662 | $54.2B |
| Q2 2021 | 630 | $50.4B |
| Q1 2021 | 600 | $43.9B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 0 | $0 | 0.00% | −19,493−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −17,245−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,549−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,318−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,914−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −6,551−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −6,080−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,119−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Lee Danner & Bass Inc | – | – | – | – | Not filed |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |