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Brookfield Asset Management Ltd.

BAM
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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.

Q3 2024 vs. Q2 2024

How the institutions holding Brookfield Asset Management Ltd. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of BAM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders5298551+30
Shares296.8M340.5K294.7M−1.83M (−0.6%)
Value$11.3B$12.9M$14.0B+$2.66B (+23.6%)

8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to BAM in Q3 2024
InstitutionSharesValue% of portfolio
MUFG Securities EMEA plc500,000$32.0M1.31%
Segall Bryant & Hamill, LLC403,371$19.1M0.26%
Sequoia Financial Advisors, LLC300,608$14.2M0.15%
SG Americas Securities, LLC92,180$4.36M0.02%
BlackRock, Inc.83,414$3.94M0.00%
Waratah Capital Advisors Ltd.81,175$3.84M0.23%
Teacher Retirement System of Texas79,000$3.74M0.02%
Perigon Wealth Management, LLC42,776$2.02M0.05%
Nebula Research & Development LLC36,241$1.71M0.20%
Public Employees Retirement System of Ohio34,521$1.63M0.01%
Balyasny Asset Management LLC28,717$1.36M0.00%
K2 Principal Fund, L.P.17,096$1.09M0.18%
Taylor Hoffman Capital Management LLC11,907$631.5K0.24%
Andra AP-fonden9,749$623.4K0.01%
Benjamin Edwards Inc12,720$602.1K0.01%
Carnegie Lake Advisors LLC12,301$582.0K0.23%
Sterling Capital Management LLC12,280$580.7K0.01%
Radnor Capital Management, LLC9,083$430.0K0.06%
NewEdge Wealth, LLC8,887$420.3K0.01%
Entropy Technologies, LP8,782$415.3K0.04%
Verition Fund Management LLC8,271$391.1K0.00%
Bridges Investment Management Inc7,879$372.6K0.01%
Kovack Advisors, Inc.7,046$333.2K0.04%
Atomi Financial Group, Inc.6,132$290.0K0.02%
Greenland Capital Management LP5,513$260.7K0.05%
IHT Wealth Management, LLC5,355$256.2K0.01%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.5,327$251.9K0.04%
Hancock Whitney Corp5,319$251.5K0.01%
Compass Ion Advisors, LLC5,304$250.8K0.03%
Round Rock Advisors, LLC5,153$243.7K0.06%
Silvercrest Asset Management Group LLC5,147$243.4K0.00%
Parsons Capital Management Inc5,122$242.2K0.02%
Schonfeld Strategic Advisors LLC5,102$241.3K0.00%
Heritage Investors Management Corp4,948$234.0K0.01%
Transcend Wealth Collective, LLC4,932$233.2K0.02%
International Assets Investment Management, LLC11,019$233.0K0.00%
Ritholtz Wealth Management4,900$231.7K0.01%
Kestra Private Wealth Services, LLC4,688$221.7K0.00%
Oppenheimer & Co Inc4,624$218.7K0.00%
Schubert & Co4,577$216.4K0.15%
Regions Financial Corp4,561$215.7K0.00%
HRT Financial LP4,546$214.0K0.00%
Engineers Gate Manager LP4,494$212.4K0.00%
Hilltop Holdings Inc.4,488$212.2K0.01%
Bryn Mawr Trust Co4,414$208.7K0.00%
SageView Advisory Group, LLC4,352$205.8K0.01%
Stratos Wealth Partners, LTD.4,351$205.8K0.00%
Allie Family Office LLC4,302$203.4K0.11%
Mercer Global Advisors Inc4,259$202.6K0.00%
Wealthspire Advisors, LLC4,255$201.2K0.00%
Plato Investment Management Ltd3,789$179.1K0.01%
Morse Asset Management, Inc3,713$175.6K0.04%
Picton Mahoney Asset Management2,500$118.0K0.00%
Icon Wealth Advisors, LLC2,128$100.6K0.01%
Shell Asset Management Co926$44.0K0.00%
Alta Advisers Ltd915$43.3K0.02%
CoreCap Advisors, LLC566$26.8K0.00%
Hara Capital LLC564$26.7K0.02%
Planned Solutions, Inc.300$14.2K0.01%
Reston Wealth Management LLC276$13.1K0.00%
Oarsman Capital, Inc.245$11.6K0.00%
Legacy Investment Solutions, LLC190$10.8K0.01%
Legacy Wealth Managment, LLC190$10.8K0.01%
GeoWealth Management, LLC204$9.65K0.00%
FSA Wealth Management LLC196$9.27K0.00%
Truvestments Capital LLC86$4.07K0.00%
Darwin Advisors, LLC79$3.74K0.00%
Lowe Wealth Advisors, LLC78$3.69K0.00%
Planning Capital Management Corp72$3.40K0.00%
Grove Bank & Trust67$3.17K0.00%
Carolina Wealth Advisors, LLC47$2.22K0.00%
Golden State Equity Partners47$2.22K0.00%
Johnson Financial Group, Inc.28$1.33K0.00%
Concord Wealth Partners22$1.04K0.00%
Hexagon Capital Partners LLC12$5670.00%
Jaffetilchin Investment Partners, LLC1$480.00%
Penserra Capital Management LLC18$00.00%

Sold out (47)

Institutions that held Brookfield Asset Management Ltd. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of BAM in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Partners Group Holding AG137,692$5.24M
Cidel Asset Management Inc94,092$3.58M
D. E. Shaw & Co., Inc.77,715$2.96M
Jupiter Asset Management Ltd73,036$2.78M
Grantham, Mayo, Van Otterloo & Co. LLC67,201$2.56M
Quadrature Capital Ltd51,700$1.97M
Mutual of America Capital Management LLC45,658$1.74M
APG Asset Management N.V.44,383$1.58M
Qube Research & Technologies Ltd39,517$1.50M
SIG North Trading, ULC34,020$1.29M
Hi-Line Capital Management, LLC31,620$1.20M
Oppenheimer Asset Management Inc.27,921$1.06M
Mirabella Financial Services LLP20,720$788.4K
Arrowstreet Capital, Limited Partnership20,384$776.0K
Bridgefront Capital, LLC14,285$543.5K
Bray Capital Advisors10,330$393.1K
Qsemble Capital Management, LP8,941$340.2K
Centiva Capital, LP8,138$309.7K
AlphaMark Advisors, LLC7,931$302.0K
CSS LLC7,230$275.1K
Walleye Trading LLC6,554$249.4K
Torno Capital, LLC6,000$228.3K
Wolverine Trading, LLC5,925$225.4K
Diversify Advisory Services, LLC5,706$216.1K
Squarepoint Ops LLC5,664$215.5K
Jarislowsky, Fraser Ltd5,476$208.4K
Teachers Retirement System of the State of Kentucky5,269$201.0K
Equitec Proprietary Markets, LLC3,637$138.4K
VisionPoint Advisory Group, LLC3,004$114.3K
Grayhawk Investment Strategies Inc.702$36.6K
Leonteq Securities AG943$35.9K
Beach Investment Counsel Inc400$15.0K
Crewe Advisors LLC251$9.55K
Family Firm, Inc.218$8.29K
Dixon Mitchell Investment Counsel Inc.61$2.32K
Cetera Trust Company, N.A52$1.98K
Baldwin Brothers Inc51$1.94K
Castleview Partners, LLC51$1.94K
Maryland Capital Advisors Inc.46$1.75K
Kelly Financial Services LLC45$1.70K
MCF Advisors LLC28$1.07K
Register Financial Advisors LLC15$589
Great Lakes Retirement, Inc.14$533
WealthCollab, LLC9$343
Laurel Wealth Advisors LLC4$153
Atlantic Edge Private Wealth Management, LLC3$115
Gradient Investments LLC3$114

Not filed for Q3 2024 yet (8)

Institutions that held Brookfield Asset Management Ltd. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Karpas Strategies, LLC264,538$10.1M
BlackRock Inc.55,668$2.12M
Taylor Hoffman Wealth Management11,972$448.9K
Benjamin F. Edwards & Company, Inc.8,133$310.0K
Emfo, LLC75$2.85K
Spotlight Asset Group, Inc.43$1.64K
JJJ Advisors Inc.38$1.45K
ICA Group Wealth Management, LLC27$1.03K