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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
Mendota Financial Group, LLC750$31.5K0.02%−120−13.8%Reduced
Global Retirement Partners, LLC688$28.9K0.00%+1+0.1%Added
Quadrant Capital Group LLC583$24.5K0.00%+16+2.8%Added
Trust Co of Vermont562$23.6K0.00%00.0%Unchanged
GWM Advisors LLC533$22.4K0.00%00.0%Unchanged
Optiver Holding B.V.512$21.5K0.00%+512New
Signaturefd, LLC500$21.0K0.00%−40−7.4%Reduced
Continuum Advisory, LLC495$19.8K0.00%+495New
Fifth Third Bancorp429$18.0K0.00%+429New
Briaud Financial Planning, Inc408$18.0K0.01%+408New
Washington Trust Co423$17.8K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC421$17.7K0.00%+401+2,005.0%Added
Motco413$17.4K0.00%+410+13,666.7%Added
Massmutual Trust Co FSB392$16.5K0.00%+9+2.3%Added
Raffa Wealth Management, LLC387$16.3K0.00%+383+9,575.0%Added
Community Bank, N.A.382$16.1K0.00%00.0%Unchanged
Allworth Financial LP351$14.8K0.00%+31+9.7%Added
Rosenberg Matthew Hamilton305$12.8K0.00%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.303$12.7K0.00%+303New
Zions Bancorporation, N.A.259$10.9K0.00%00.0%Unchanged
GAMMA Investing LLC255$10.7K0.00%+121+90.3%Added
Crewe Advisors LLC251$10.5K0.00%00.0%Unchanged
Parallel Advisors, LLC229$9.62K0.00%+180+367.3%Added
Financial Management Professionals, Inc.214$9.00K0.00%+11+5.4%Added
Richardson Financial Services Inc.205$8.61K0.01%+205New
Salem Investment Counselors Inc198$8.32K0.00%+198New
FSA Wealth Management LLC196$8.24K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.187$7.86K0.00%00.0%Unchanged
MUFG Securities (Canada), Ltd.180$7.56K0.00%+180New
Nisa Investment Advisors, LLC177$7.44K0.00%00.0%Unchanged
Delta Asset Management LLC155$6.51K0.00%00.0%Unchanged
Bell Investment Advisors, Inc150$6.30K0.00%+78+108.3%Added
First Horizon Advisors, Inc.146$6.13K0.00%−38−20.7%Reduced
Carmichael Hill & Associates, Inc.145$6.09K0.00%00.0%Unchanged
CVA Family Office, LLC143$6.01K0.00%00.0%Unchanged
Providence Capital Advisors, LLC142$5.97K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO131$5.50K0.00%+131New
New England Capital Financial Advisors LLC128$5.38K0.00%+1+0.8%Added
Oakworth Capital, Inc.127$5.34K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC122$5.13K0.00%00.0%Unchanged
Acadian Asset Management LLC139$5.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC112$4.71K0.00%+47+72.3%Added
Prestige Wealth Management Group LLC97$4.08K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP97$4.08K0.00%00.0%Unchanged
Fortis Group Advisors, LLC84$3.53K0.00%−84−50.0%Reduced
GHP Investment Advisors, Inc.83$3.49K0.00%00.0%Unchanged
Costello Asset Management, INC76$3.19K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$3.19K0.00%00.0%Unchanged
Emfo, LLC75$3.15K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.73$3.07K0.00%−2−2.7%Reduced
Tucker Asset Management LLC69$2.90K0.00%00.0%Unchanged
Robinswood Financial LLC66$2.77K0.00%00.0%Unchanged
JNBA Financial Advisors61$2.56K0.00%00.0%Unchanged
Gen-Wealth Partners Inc57$2.40K0.00%+57New
Stone House Investment Management, LLC51$2.13K0.00%+1+2.0%Added
Accent Capital Management, LLC50$2.10K0.00%00.0%Unchanged
M&R Capital Management Inc50$2.09K0.00%00.0%Unchanged
First PREMIER Bank47$2.00K0.00%+47New
Kelly Financial Services LLC44$1.86K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.43$1.81K0.00%+43New
North Star Investment Management Corp.40$1.68K0.00%00.0%Unchanged
JJJ Advisors Inc.38$1.60K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A37$1.55K0.00%00.0%Unchanged
Abound Wealth Management32$1.36K0.00%00.0%Unchanged
Bellevue Asset Management, LLC29$1.22K0.00%−2−6.5%Reduced
MCF Advisors LLC28$1.18K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC27$1.14K0.00%00.0%Unchanged
Fairman Group, LLC25$1.05K0.00%00.0%Unchanged
Covestor Ltd21$1.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC23$9000.00%+23New
Baldwin Brothers Inc16$6720.00%00.0%Unchanged
Register Financial Advisors LLC15$6450.00%+15New
McIlrath & Eck, LLC14$5880.00%00.0%Unchanged
St. Johns Investment Management Company, LLC13$5460.00%00.0%Unchanged
Evermay Wealth Management LLC11$4630.00%00.0%Unchanged
Creative Financial Designs Inc11$4620.00%00.0%Unchanged
Boyd Watterson Asset Management LLC9$3780.00%+9New
Private Wealth Management Group, LLC8$3370.00%+8New
Macquarie Group Ltd8$3360.00%+8New
Truvestments Capital LLC6$2520.00%00.0%Unchanged
Eagle Bay Advisors LLC6$2520.00%00.0%Unchanged
Castleview Partners, LLC6$2520.00%+2+50.0%Added
Sunbelt Securities, Inc.4$1740.00%00.0%Unchanged
Rothschild Investment LLC4$1680.00%00.0%Unchanged
Sittner & Nelson, LLC4$1680.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC3$1270.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$430.00%00.0%Unchanged
Sofos Investments, Inc.0$240.00%0New
Citadel Advisors LLC0$00.00%−239,792−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−166,244−100.0%Sold out
Squarepoint Ops LLC0$00.00%−131,134−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−73,009−100.0%Sold out
Bridgewater Associates, LP0$00.00%−65,259−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−50,297−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−47,704−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−46,854−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−43,166−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−36,877−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−34,411−100.0%Sold out
Graybill Bartz & Assoc Ltd0$00.00%−28,887−100.0%Sold out