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Brookfield Asset Management Ltd.

BAM
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NYSE
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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.

Q2 2024 vs. Q1 2024

How the institutions holding Brookfield Asset Management Ltd. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of BAM: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders4886529+47
Shares276.4M688.9K296.8M+21.1M (+7.7%)
Value$11.6B$29.0M$11.3B−$300.9M (−2.6%)

6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (92)

Institutions that held Brookfield Asset Management Ltd. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to BAM in Q2 2024
InstitutionSharesValue% of portfolio
Dimensional Fund Advisors LP1,108,018$42.2M0.01%
Charles Schwab Investment Management Inc789,259$30.0M0.01%
UBS Asset Management Americas Inc426,658$16.2M0.00%
Bragg Financial Advisors, Inc200,683$7.64M0.34%
ExodusPoint Capital Management, LP172,300$6.56M0.07%
Intact Investment Management Inc.126,760$4.83M0.18%
West Bancorporation Inc117,309$4.46M3.30%
SEI Investments Co101,115$3.85M0.01%
Lee Danner & Bass Inc85,258$3.24M0.25%
D. E. Shaw & Co., Inc.77,715$2.96M0.00%
Jupiter Asset Management Ltd73,036$2.78M0.03%
Quadrature Capital Ltd51,700$1.97M0.03%
Mutual of America Capital Management LLC45,658$1.74M0.02%
Citadel Advisors LLC43,003$1.64M0.00%
Millennium Management LLC39,090$1.49M0.00%
State Street Corp35,173$1.34M0.00%
Bayesian Capital Management, LP34,100$1.30M0.15%
Rezny Wealth Management, Inc.33,820$1.29M0.34%
Tiaa Trust, National Association29,263$1.11M0.00%
Cardinal Capital Management, Inc.28,330$1.08M0.04%
Sandy Spring Bank25,555$972.4K0.04%
Aviso Financial Inc.24,498$932.4K0.05%
Sanctuary Advisors, LLC20,941$830.4K0.01%
Mirabella Financial Services LLP20,720$788.4K0.06%
Arrowstreet Capital, Limited Partnership20,384$776.0K0.00%
Atria Investments LLC14,772$562.1K0.01%
Bridgefront Capital, LLC14,285$543.5K0.23%
Chicago Capital, LLC14,184$539.7K0.02%
Capital Advisors Wealth Management, LLC14,155$538.6K0.11%
Diversify Wealth Management, LLC13,474$530.6K0.07%
Gateway Investment Advisers LLC12,492$475.3K0.01%
Simplex Trading, LLC9,784$372.0K0.01%
Mirae Asset Global Investments Co., Ltd.9,262$353.7K0.00%
NJ State Employees Deferred Compensation Plan9,092$346.0K0.04%
Qsemble Capital Management, LP8,941$340.2K0.06%
Centiva Capital, LP8,138$309.7K0.01%
AlphaMark Advisors, LLC7,931$302.0K0.10%
Avantax Advisory Services, Inc.7,627$290.2K0.00%
Royce & Associates LP7,378$280.7K0.00%
CSS LLC7,230$275.1K0.02%
Walleye Trading LLC6,554$249.4K0.00%
Proficio Capital Partners LLC6,519$248.0K0.03%
XTX Topco Ltd6,295$239.5K0.02%
RSM US Wealth Management LLC6,375$239.5K0.00%
Cary Street Partner Investment Advisory LLC6,101$232.1K0.01%
Torno Capital, LLC6,000$228.3K0.02%
Wolverine Trading, LLC5,925$225.4K0.00%
HB Wealth Management, LLC5,758$219.1K0.00%
Squarepoint Ops LLC5,664$215.5K0.00%
Yorktown Management & Research Co Inc5,637$214.5K0.23%
Wiley Bros.-Aintree Capital, LLC5,478$208.4K0.01%
Glenmede Trust Co NA5,466$208.0K0.00%
My Legacy Advisors, LLC5,445$207.2K0.07%
National Asset Management, Inc.5,276$201.3K0.01%
Teachers Retirement System of the State of Kentucky5,269$201.0K0.00%
Belmont Capital, LLC3,918$149.1K0.03%
Equitec Proprietary Markets, LLC3,637$138.4K1.05%
Public Employees Retirement Association of Colorado2,606$99.0K0.00%
Farmers & Merchants Investments Inc2,519$95.8K0.00%
Cromwell Holdings LLC1,591$60.5K0.04%
Key Financial Inc1,422$54.1K0.01%
Legacy Bridge, LLC1,363$51.9K0.03%
Jones Financial Companies LLLP1,037$39.5K0.00%
IFP Advisors, Inc448$17.0K0.00%
Cullen/Frost Bankers, Inc.432$16.4K0.00%
Beach Investment Counsel Inc400$15.0K0.00%
EMC Capital Management349$13.0K0.01%
Asset Dedication, LLC339$12.9K0.00%
Lazard Asset Management LLC299$11.0K0.00%
Coppell Advisory Solutions LLC285$10.8K0.00%
Smartleaf Asset Management LLC251$9.59K0.00%
Family Firm, Inc.218$8.29K0.00%
Kings Path Partners LLC188$7.15K0.00%
Manchester Capital Management LLC79$3.01K0.00%
FinTrust Capital Advisors, LLC74$2.82K0.00%
Beacon Capital Management, LLC53$2.02K0.00%
Cetera Trust Company, N.A52$1.98K0.00%
Versant Capital Management, Inc48$1.83K0.00%
Maryland Capital Advisors Inc.46$1.75K0.00%
Ridgewood Investments LLC46$1.75K0.00%
Assetmark, Inc42$1.60K0.00%
Creekmur Asset Management LLC29$1.10K0.00%
JFS Wealth Advisors, LLC19$7230.00%
Riggs Asset Managment Co. Inc.15$5710.00%
Great Lakes Retirement, Inc.14$5330.00%
WealthCollab, LLC9$3430.00%
SJS Investment Consulting Inc.8$3050.00%
Laurel Wealth Advisors LLC4$1530.00%
Gradient Investments LLC3$1140.00%
New Millennium Group LLC3$1140.00%
Larson Financial Group LLC2$760.00%
Quest Partners LLC1$380.00%

Sold out (45)

Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of BAM in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Sumitomo Mitsui Trust Holdings, Inc.865,336$36.4M
Jefferies Financial Group Inc.225,000$9.45M
Prudential PLC221,120$9.29M
Voya Investment Management LLC103,732$4.36M
Akre Capital Management LLCSuperinvestorAkre Capital Management63,000$2.65M
Oak Grove Capital LLC41,972$1.76M
Marshall Wace, LLP29,100$1.22M
Templeton & Phillips Capital Management, LLC27,303$1.14M
Allianz SE19,543$1.11M
Schonfeld Strategic Advisors LLC21,964$922.9K
Cubist Systematic Strategies, LLC21,578$906.7K
WCM Investment Management, LLC20,128$845.8K
Financiere des Professionnels - Fonds d,investissement inc.12,506$525.5K
Pitcairn Co12,498$525.2K
Radnor Capital Management, LLC8,478$356.0K
Intech Investment Management LLC8,089$340.1K
D.A. Davidson & Co.7,473$314.0K
Parsons Capital Management Inc6,537$274.7K
SageView Advisory Group, LLC6,490$272.7K
DGS Capital Management, LLC6,381$268.1K
Cobblestone Capital Advisors LLC6,119$257.1K
Kingsview Wealth Management, LLC5,944$249.8K
Snowden Capital Advisors LLC5,518$232.0K
Regions Financial Corp5,384$226.2K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.5,327$223.8K
Envestnet Portfolio Solutions, Inc.5,249$220.6K
Heron Bay Capital Management5,179$217.6K
Round Rock Advisors, LLC5,153$216.5K
Silvercrest Asset Management Group LLC5,147$216.3K
Heritage Investors Management Corp4,948$208.0K
NewEdge Wealth, LLC5,238$202.0K
Clear Street Markets LLC4,611$194.0K
SG Americas Securities, LLC3,264$137.0K
BI Asset Management Fondsmaeglerselskab A/S3,076$129.0K
Avalon Trust Co2,062$86.6K
Veritas Investment Partners (UK) Ltd.1,500$63.0K
Headlands Technologies LLC1,255$52.7K
Optiver Holding B.V.512$21.5K
Salem Investment Counselors Inc198$8.32K
Indiana Trust & Investment Management CO131$5.50K
Gen-Wealth Partners Inc57$2.40K
First PREMIER Bank47$2.00K
Boyd Watterson Asset Management LLC9$378
Truvestments Capital LLC6$252
Sofos Investments, Inc.0$24

Not filed for Q2 2024 yet (6)

Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG625,006$26.3M
Retirement Group, LLC25,871$1.09M
Credential Qtrade Securities Inc.24,489$1.03M
Highlander Capital Management, LLC12,307$517.5K
Shell Asset Management Co1,076$41.0K
FSA Wealth Management LLC196$8.24K