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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, Q2 2024

Institutional positions in Brookfield Asset Management Ltd. as of Jun 30, 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
529
+47 vs. Q1 2024
Shares held
296.8M
+21.1M (+7.7%) vs. Q1 2024
Total value
$11.3B
−$300.9M (−2.6%) vs. Q1 2024
New holders
92
184 more added
Sold out
45
159 more reduced

6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 529 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 heldQ2 2024: $11.3B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2024.

Institutions holding BAM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Quest Partners LLC1$380.00%+1New
DHJJ Financial Advisors, Ltd.1$390.00%00.0%Unchanged
Larson Financial Group LLC2$760.00%+2New
Gradient Investments LLC3$1140.00%+3New
New Millennium Group LLC3$1140.00%+3New
Atlantic Edge Private Wealth Management, LLC3$1150.00%00.0%Unchanged
Sittner & Nelson, LLC4$1520.00%00.0%Unchanged
Laurel Wealth Advisors LLC4$1530.00%+4New
Sunbelt Securities, Inc.4$1580.00%00.0%Unchanged
Eagle Bay Advisors LLC6$2280.00%00.0%Unchanged
Private Wealth Management Group, LLC8$3050.00%00.0%Unchanged
Macquarie Group Ltd8$3050.00%00.0%Unchanged
SJS Investment Consulting Inc.8$3050.00%+8New
WealthCollab, LLC9$3430.00%+9New
Evermay Wealth Management LLC11$4190.00%00.0%Unchanged
Creative Financial Designs Inc11$4190.00%00.0%Unchanged
Rothschild Investment LLC12$4570.00%+8+200.0%Added
St. Johns Investment Management Company, LLC13$4950.00%00.0%Unchanged
McIlrath & Eck, LLC14$5330.00%00.0%Unchanged
Great Lakes Retirement, Inc.14$5330.00%+14New
Riggs Asset Managment Co. Inc.15$5710.00%+15New
Register Financial Advisors LLC15$5890.00%00.0%Unchanged
JFS Wealth Advisors, LLC19$7230.00%+19New
Fairman Group, LLC25$9510.00%00.0%Unchanged
ICA Group Wealth Management, LLC27$1.03K0.00%00.0%Unchanged
MCF Advisors LLC28$1.07K0.00%00.0%Unchanged
Bellevue Asset Management, LLC29$1.10K0.00%00.0%Unchanged
Creekmur Asset Management LLC29$1.10K0.00%+29New
Abound Wealth Management33$1.24K0.00%+1+3.1%Added
Old Point Trust & Financial Services N A37$1.41K0.00%00.0%Unchanged
JJJ Advisors Inc.38$1.45K0.00%00.0%Unchanged
North Star Investment Management Corp.40$1.52K0.00%00.0%Unchanged
Assetmark, Inc42$1.60K0.00%+42New
Spotlight Asset Group, Inc.43$1.64K0.00%00.0%Unchanged
Kelly Financial Services LLC45$1.70K0.00%+1+2.3%Added
Ridgewood Investments LLC46$1.75K0.00%+46New
Maryland Capital Advisors Inc.46$1.75K0.00%+46New
Versant Capital Management, Inc48$1.83K0.00%+48New
M&R Capital Management Inc50$1.90K0.00%00.0%Unchanged
Cornerstone Planning Group LLC49$1.93K0.00%+26+113.0%Added
Stone House Investment Management, LLC51$1.93K0.00%00.0%Unchanged
Baldwin Brothers Inc51$1.94K0.00%+35+218.8%Added
Castleview Partners, LLC51$1.94K0.00%+45+750.0%Added
Cetera Trust Company, N.A52$1.98K0.00%+52New
Beacon Capital Management, LLC53$2.02K0.00%+53New
Dixon Mitchell Investment Counsel Inc.61$2.32K0.00%−242−79.9%Reduced
Harbor Investment Advisory, LLC65$2.47K0.00%−47−42.0%Reduced
Robinswood Financial LLC66$2.51K0.00%00.0%Unchanged
Tucker Asset Management LLC69$2.63K0.00%00.0%Unchanged
JNBA Financial Advisors73$2.78K0.00%+12+19.7%Added
FinTrust Capital Advisors, LLC74$2.82K0.00%+74New
Emfo, LLC75$2.85K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$2.89K0.00%00.0%Unchanged
Costello Asset Management, INC76$2.89K0.00%00.0%Unchanged
Manchester Capital Management LLC79$3.01K0.00%+79New
Ronald Blue Trust, Inc.73$3.07K0.00%00.0%Unchanged
Mar Vista Investment Partners LLC82$3.12K0.00%−19,079−99.6%Reduced
Fifth Third Bancorp83$3.16K0.00%−346−80.7%Reduced
GHP Investment Advisors, Inc.83$3.16K0.00%00.0%Unchanged
Fortis Group Advisors, LLC84$3.20K0.00%00.0%Unchanged
Bell Investment Advisors, Inc93$3.54K0.00%−57−38.0%Reduced
Western Pacific Wealth Management, LP97$3.69K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC100$3.81K0.00%−22−18.0%Reduced
Accent Capital Management, LLC106$4.03K0.00%+56+112.0%Added
Prestige Wealth Management Group LLC107$4.07K0.00%+10+10.3%Added
Oakworth Capital, Inc.127$4.83K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC129$4.91K0.00%+1+0.8%Added
Providence Capital Advisors, LLC142$5.40K0.00%00.0%Unchanged
CVA Family Office, LLC143$5.44K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.145$5.52K0.00%00.0%Unchanged
Delta Asset Management LLC155$5.90K0.00%00.0%Unchanged
First Horizon Advisors, Inc.172$6.54K0.00%+26+17.8%Added
Zions Bancorporation, N.A.186$7.08K0.00%−73−28.2%Reduced
Pinnacle Bancorp, Inc.187$7.12K0.00%00.0%Unchanged
Kings Path Partners LLC188$7.15K0.00%+188New
Family Firm, Inc.218$8.29K0.00%+218New
Motco248$9.44K0.00%−165−40.0%Reduced
Crewe Advisors LLC251$9.55K0.00%00.0%Unchanged
Smartleaf Asset Management LLC251$9.59K0.00%+251New
Coppell Advisory Solutions LLC285$10.8K0.00%+285New
Lazard Asset Management LLC299$11.0K0.00%+299New
Asset Dedication, LLC339$12.9K0.00%+339New
EMC Capital Management349$13.0K0.01%+349New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC350$13.3K0.00%−71−16.9%Reduced
Rosenberg Matthew Hamilton379$14.3K0.00%+74+24.3%Added
Community Bank, N.A.382$14.5K0.00%00.0%Unchanged
Raffa Wealth Management, LLC387$14.7K0.00%00.0%Unchanged
Briaud Financial Planning, Inc408$15.0K0.01%00.0%Unchanged
Beach Investment Counsel Inc400$15.0K0.00%+400New
GAMMA Investing LLC417$15.9K0.00%+162+63.5%Added
Cullen/Frost Bankers, Inc.432$16.4K0.00%+432New
IFP Advisors, Inc448$17.0K0.00%+448New
GWM Advisors LLC533$20.3K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC539$20.5K0.00%+362+204.5%Added
Trust Co of Vermont562$21.4K0.00%00.0%Unchanged
Quadrant Capital Group LLC599$22.8K0.00%+16+2.7%Added
Covestor Ltd602$23.0K0.01%+581+2,766.7%Added
Allworth Financial LP593$24.4K0.00%+242+68.9%Added
Quent Capital, LLC700$26.6K0.00%−432−38.2%Reduced
Signaturefd, LLC714$27.2K0.00%+214+42.8%Added