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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
Abound Wealth Management33$1.24K0.00%+1+3.1%Added
Bellevue Asset Management, LLC29$1.10K0.00%00.0%Unchanged
Creekmur Asset Management LLC29$1.10K0.00%+29New
MCF Advisors LLC28$1.07K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC27$1.03K0.00%00.0%Unchanged
Fairman Group, LLC25$9510.00%00.0%Unchanged
JFS Wealth Advisors, LLC19$7230.00%+19New
Register Financial Advisors LLC15$5890.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.15$5710.00%+15New
McIlrath & Eck, LLC14$5330.00%00.0%Unchanged
Great Lakes Retirement, Inc.14$5330.00%+14New
St. Johns Investment Management Company, LLC13$4950.00%00.0%Unchanged
Rothschild Investment LLC12$4570.00%+8+200.0%Added
Evermay Wealth Management LLC11$4190.00%00.0%Unchanged
Creative Financial Designs Inc11$4190.00%00.0%Unchanged
WealthCollab, LLC9$3430.00%+9New
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
Eagle Bay Advisors LLC6$2280.00%00.0%Unchanged
Sunbelt Securities, Inc.4$1580.00%00.0%Unchanged
Laurel Wealth Advisors LLC4$1530.00%+4New
Sittner & Nelson, LLC4$1520.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC3$1150.00%00.0%Unchanged
Gradient Investments LLC3$1140.00%+3New
New Millennium Group LLC3$1140.00%+3New
Larson Financial Group LLC2$760.00%+2New
DHJJ Financial Advisors, Ltd.1$390.00%00.0%Unchanged
Quest Partners LLC1$380.00%+1New
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−865,336−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−225,000−100.0%Sold out
Prudential PLC0$00.00%−221,120−100.0%Sold out
Voya Investment Management LLC0$00.00%−103,732−100.0%Sold out
Akre Capital Management LLCSuperinvestorAkre Capital Management0$00.00%−63,000−100.0%Sold out
Oak Grove Capital LLC0$00.00%−41,972−100.0%Sold out
Marshall Wace, LLP0$00.00%−29,100−100.0%Sold out
Templeton & Phillips Capital Management, LLC0$00.00%−27,303−100.0%Sold out
Allianz SE0$00.00%−19,543−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−21,964−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−21,578−100.0%Sold out
WCM Investment Management, LLC0$00.00%−20,128−100.0%Sold out
Financiere des Professionnels - Fonds d,investissement inc.0$00.00%−12,506−100.0%Sold out
Pitcairn Co0$00.00%−12,498−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−8,478−100.0%Sold out
Intech Investment Management LLC0$00.00%−8,089−100.0%Sold out
D.A. Davidson & Co.0$00.00%−7,473−100.0%Sold out
Parsons Capital Management Inc0$00.00%−6,537−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−6,490−100.0%Sold out
DGS Capital Management, LLC0$00.00%−6,381−100.0%Sold out
Cobblestone Capital Advisors LLC0$00.00%−6,119−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−5,944−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−5,518−100.0%Sold out
Regions Financial Corp0$00.00%−5,384−100.0%Sold out
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.0$00.00%−5,327−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−5,249−100.0%Sold out
Heron Bay Capital Management0$00.00%−5,179−100.0%Sold out
Round Rock Advisors, LLC0$00.00%−5,153−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−5,147−100.0%Sold out
Heritage Investors Management Corp0$00.00%−4,948−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−5,238−100.0%Sold out
Clear Street Markets LLC0$00.00%−4,611−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,264−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−3,076−100.0%Sold out
Avalon Trust Co0$00.00%−2,062−100.0%Sold out
Veritas Investment Partners (UK) Ltd.0$00.00%−1,500−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,255−100.0%Sold out
Optiver Holding B.V.0$00.00%−512−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−198−100.0%Sold out
Indiana Trust & Investment Management CO0$00.00%−131−100.0%Sold out
Gen-Wealth Partners Inc0$00.00%−57−100.0%Sold out
First PREMIER Bank0$00.00%−47−100.0%Sold out
Boyd Watterson Asset Management LLC0$00.00%−9−100.0%Sold out
Truvestments Capital LLC0$00.00%−6−100.0%Sold out
Sofos Investments, Inc.0$00.00%0Sold out
Credit Suisse AG––––Not filed
Retirement Group, LLC––––Not filed
Credential Qtrade Securities Inc.––––Not filed
Highlander Capital Management, LLC––––Not filed
Shell Asset Management Co––––Not filed
FSA Wealth Management LLC––––Not filed