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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.

Institutional holdersQ1 2024: 488 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 heldQ1 2024: $11.6B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2023.

Institutions holding BAM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Everett Harris & Co8,078$339.4K0.00%+725+9.9%Added
Argent Trust Co7,706$323.8K0.01%+533+7.4%Added
Benjamin F. Edwards & Company, Inc.7,505$316.0K0.01%+2,505+50.1%Added
Captrust Financial Advisors7,490$314.7K0.00%−214−2.8%Reduced
D.A. Davidson & Co.7,473$314.0K0.00%−179−2.3%Reduced
Prudential Financial Inc7,090$297.9K0.00%+368+5.5%Added
Northwest Financial Advisors7,004$294.3K0.32%−46−0.7%Reduced
Summit Trail Advisors, LLC7,003$294.3K0.01%00.0%Unchanged
Evercore Wealth Management, LLC6,922$290.9K0.00%00.0%Unchanged
Yousif Capital Management, LLC6,910$290.4K0.00%00.0%Unchanged
Advisory Services Network, LLC6,878$289.0K0.01%+504+7.9%Added
UniSuper Management Pty Ltd5,000$284.5K0.00%+2,206+79.0%Added
Cigna Investments Inc6,750$284.0K0.05%00.0%Unchanged
RE Dickinson Investment Advisors, LLC6,747$284.0K0.18%+1,316+24.2%Added
Fiduciary Trust Co6,704$281.7K0.00%+864+14.8%Added
Integrated Wealth Concepts LLC6,555$275.4K0.00%−458−6.5%Reduced
Laurus Investment Counsel Inc.4,827$274.8K0.10%00.0%Unchanged
Parsons Capital Management Inc6,537$274.7K0.02%00.0%Unchanged
SageView Advisory Group, LLC6,490$272.7K0.02%+6,490New
DGS Capital Management, LLC6,381$268.1K0.08%+884+16.1%Added
Virtu Financial LLC6,224$262.0K0.02%−3,532−36.2%Reduced
Foundations Investment Advisors, LLC6,213$261.1K0.01%−199−3.1%Reduced
Bank of Nova Scotia Trust Co6,202$260.6K0.03%+263+4.4%Added
Princeton Global Asset Management LLC6,162$258.9K0.06%00.0%Unchanged
NBC Securities, Inc.6,151$258.0K0.02%+12+0.2%Added
Cobblestone Capital Advisors LLC6,119$257.1K0.02%−800−11.6%Reduced
Gilbert & Cook, Inc.6,076$255.3K0.03%−801−11.6%Reduced
Ascent Group, LLC6,065$254.9K0.02%+6,065New
Principal Street Partners, LLC6,302$250.5K0.05%+6,302New
Powell Investment Advisors, LLC5,955$250.2K0.13%00.0%Unchanged
Kingsview Wealth Management, LLC5,944$249.8K0.01%+5,944New
Nexus Investment Management ULC5,932$249.4K0.02%00.0%Unchanged
Lester Murray Antman dba SimplyRich5,889$248.0K0.08%00.0%Unchanged
Wintrust Investments LLC5,852$246.0K0.02%−75−1.3%Reduced
Moseley Investment Management Inc5,811$244.2K0.12%00.0%Unchanged
Lincluden Management Ltd5,778$242.0K0.03%00.0%Unchanged
Clifford Swan Investment Counsel LLC5,750$241.6K0.01%+5,750New
Searle & Co.5,662$238.1K0.06%00.0%Unchanged
Snowden Capital Advisors LLC5,518$232.0K0.01%+128+2.4%Added
Regions Financial Corp5,384$226.2K0.00%−296−5.2%Reduced
Cresset Asset Management, LLC5,335$224.2K0.00%+5,335New
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.5,327$223.8K0.04%00.0%Unchanged
Hemington Wealth Management5,254$221.0K0.08%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.5,249$220.6K0.00%−249−4.5%Reduced
Heron Bay Capital Management5,179$217.6K0.05%−10.0%Reduced
Keybank National Association5,160$216.8K0.00%−252−4.7%Reduced
Round Rock Advisors, LLC5,153$216.5K0.05%+5,153New
Silvercrest Asset Management Group LLC5,147$216.3K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.5,098$214.2K0.09%+5,098New
Tower Research Capital LLC (TRC)5,064$212.8K0.01%+4,548+881.4%Added
Brinker Capital Investments, LLC5,052$212.3K0.00%−107−2.1%Reduced
Orion Portfolio Solutions, LLC5,052$212.3K0.00%−107−2.1%Reduced
Heritage Investors Management Corp4,948$208.0K0.01%+4,948New
NewEdge Wealth, LLC5,238$202.0K0.00%+5,238New
Clear Street Markets LLC4,611$194.0K0.09%+4,611New
Washington Trust Advisors, Inc.4,607$193.6K0.02%−250−5.1%Reduced
State of Wyoming3,999$168.1K0.03%+1,444+56.5%Added
Allspring Global Investments Holdings, LLC3,402$142.9K0.00%−16−0.5%Reduced
EverSource Wealth Advisors, LLC3,592$137.2K0.01%−88−2.4%Reduced
SG Americas Securities, LLC3,264$137.0K0.00%+3,264New
Copeland Capital Management, LLC3,257$136.9K0.00%+3,257New
VisionPoint Advisory Group, LLC3,127$131.4K0.05%−2,868−47.8%Reduced
BI Asset Management Fondsmaeglerselskab A/S3,076$129.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC2,914$122.4K0.01%−50−1.7%Reduced
Huntington National Bank2,846$119.6K0.00%+1,295+83.5%Added
Wolverine Asset Management LLC2,673$112.3K0.00%00.0%Unchanged
GoalVest Advisory LLC2,380$100.0K0.03%+2,380New
CWM, LLC2,181$92.0K0.00%+129+6.3%Added
Avalon Trust Co2,062$86.6K0.01%00.0%Unchanged
Umb Bank N A1,934$81.3K0.00%+853+78.9%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,926$80.9K0.00%00.0%Unchanged
Proequities, Inc.1,849$77.8K0.01%+1,356+275.1%Added
Rhumbline Advisers1,815$76.3K0.00%−29−1.6%Reduced
Farther Finance Advisors, LLC1,806$75.7K0.00%−126−6.5%Reduced
Lindbrook Capital, LLC1,767$74.2K0.01%00.0%Unchanged
Venturi Wealth Management, LLC1,739$73.1K0.00%+89+5.4%Added
Hanson & Doremus Investment Management1,748$73.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,710$71.9K0.00%00.0%Unchanged
Parkside Financial Bank & Trust1,640$68.9K0.01%+976+147.0%Added
Financial Perspectives, Inc1,619$68.0K0.03%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.1,500$63.0K0.00%00.0%Unchanged
Credit Agricole S A1,600$61.5K0.00%+100+6.7%Added
Louisbourg Investments Inc.1,452$61.1K0.02%−12−0.8%Reduced
HM Payson & Co1,300$54.6K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.1,298$54.4K0.00%00.0%Unchanged
Headlands Technologies LLC1,255$52.7K0.01%+1,255New
BFSG, LLC1,249$52.5K0.01%−18−1.4%Reduced
Northwestern Mutual Wealth Management Co1,156$48.6K0.00%−4−0.3%Reduced
Quent Capital, LLC1,132$47.6K0.01%+435+62.4%Added
Leonteq Securities AG1,127$47.4K0.01%+1,125+56,250.0%Added
Clearstead Advisors, LLC1,160$45.9K0.00%00.0%Unchanged
Private Trust Co NA1,057$44.4K0.00%00.0%Unchanged
Addison Advisors LLC1,054$44.3K0.02%00.0%Unchanged
Shell Asset Management Co1,076$41.0K0.00%−14,895−93.3%Reduced
Grayhawk Investment Strategies Inc.702$39.9K0.04%00.0%Unchanged
Harbour Investments, Inc.939$39.5K0.00%00.0%Unchanged
HBC Financial Services, PLLC1,000$38.0K0.03%00.0%Unchanged
Pin Oak Investment Advisors Inc893$38.0K0.04%00.0%Unchanged
Whittier Trust Co of Nevada Inc890$37.4K0.00%+758+574.2%Added
Lummis Asset Management, LP797$33.5K0.04%00.0%Unchanged