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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, Q3 2024

Institutional positions in Brookfield Asset Management Ltd. as of Sep 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
551
+30 vs. Q2 2024
Shares held
294.7M
−1.83M (−0.6%) vs. Q2 2024
Total value
$14.0B
+$2.66B (+23.6%) vs. Q2 2024
New holders
77
151 more added
Sold out
47
192 more reduced

8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 551 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 heldQ3 2024: $14.0B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q2 2024.

Institutions holding BAM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Penserra Capital Management LLC18$00.00%+18New
Quest Partners LLC1$470.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$480.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC1$480.00%+1New
Larson Financial Group LLC2$950.00%00.0%Unchanged
New Millennium Group LLC3$1420.00%00.0%Unchanged
Raffa Wealth Management, LLC4$1890.00%−383−99.0%Reduced
Rothschild Investment LLC4$1890.00%−8−66.7%Reduced
Sittner & Nelson, LLC4$1890.00%00.0%Unchanged
Sunbelt Securities, Inc.4$1980.00%00.0%Unchanged
Eagle Bay Advisors LLC6$2840.00%00.0%Unchanged
Oakworth Capital, Inc.8$3780.00%−119−93.7%Reduced
Macquarie Group Ltd8$3780.00%00.0%Unchanged
SJS Investment Consulting Inc.8$3790.00%00.0%Unchanged
Private Wealth Management Group, LLC8$3790.00%00.0%Unchanged
Creative Financial Designs Inc11$5200.00%00.0%Unchanged
Evermay Wealth Management LLC11$5210.00%00.0%Unchanged
Hexagon Capital Partners LLC12$5670.00%+12New
St. Johns Investment Management Company, LLC13$6150.00%00.0%Unchanged
McIlrath & Eck, LLC14$6620.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.15$7100.00%00.0%Unchanged
JFS Wealth Advisors, LLC19$8990.00%00.0%Unchanged
Covestor Ltd21$1.00K0.00%−581−96.5%Reduced
Concord Wealth Partners22$1.04K0.00%+22New
Fairman Group, LLC25$1.18K0.00%00.0%Unchanged
Bellevue Asset Management, LLC26$1.23K0.00%−3−10.3%Reduced
Johnson Financial Group, Inc.28$1.33K0.00%+28New
Creekmur Asset Management LLC29$1.37K0.00%00.0%Unchanged
Abound Wealth Management33$1.55K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A37$1.75K0.00%00.0%Unchanged
North Star Investment Management Corp.40$1.89K0.00%00.0%Unchanged
Cornerstone Planning Group LLC39$2.09K0.00%−10−20.4%Reduced
Ridgewood Investments LLC45$2.13K0.00%−1−2.2%Reduced
Golden State Equity Partners47$2.22K0.00%+47New
Carolina Wealth Advisors, LLC47$2.22K0.00%+47New
Versant Capital Management, Inc48$2.27K0.00%00.0%Unchanged
Smartleaf Asset Management LLC49$2.31K0.00%−202−80.5%Reduced
M&R Capital Management Inc50$2.37K0.00%00.0%Unchanged
Stone House Investment Management, LLC51$2.40K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC65$3.08K0.00%00.0%Unchanged
Robinswood Financial LLC66$3.12K0.00%00.0%Unchanged
Grove Bank & Trust67$3.17K0.00%+67New
Tucker Asset Management LLC69$3.26K0.00%00.0%Unchanged
Planning Capital Management Corp72$3.40K0.00%+72New
FinTrust Capital Advisors, LLC74$3.50K0.00%00.0%Unchanged
Costello Asset Management, INC76$3.59K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$3.60K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC78$3.69K0.00%+78New
Manchester Capital Management LLC79$3.74K0.00%00.0%Unchanged
Darwin Advisors, LLC79$3.74K0.00%+79New
Mar Vista Investment Partners LLC82$3.88K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.83$3.93K0.00%00.0%Unchanged
Fortis Group Advisors, LLC84$3.97K0.00%00.0%Unchanged
Truvestments Capital LLC86$4.07K0.00%+86New
Bell Investment Advisors, Inc93$4.40K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP97$4.59K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC100$4.73K0.00%00.0%Unchanged
Acadian Asset Management LLC125$5.00K0.00%−7,011−98.2%Reduced
Accent Capital Management, LLC106$5.01K0.00%00.0%Unchanged
Beacon Capital Management, LLC120$5.70K0.00%+67+126.4%Added
JNBA Financial Advisors129$6.10K0.00%+56+76.7%Added
New England Capital Financial Advisors LLC130$6.15K0.00%+1+0.8%Added
Assetmark, Inc130$6.15K0.00%+88+209.5%Added
Providence Capital Advisors, LLC142$6.71K0.00%00.0%Unchanged
CVA Family Office, LLC143$6.76K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.145$6.86K0.00%00.0%Unchanged
Delta Asset Management LLC155$7.33K0.00%00.0%Unchanged
First Horizon Advisors, Inc.172$8.13K0.00%00.0%Unchanged
Zions Bancorporation, N.A.184$8.70K0.00%−2−1.1%Reduced
Pinnacle Bancorp, Inc.187$8.84K0.00%00.0%Unchanged
Kings Path Partners LLC188$8.89K0.00%00.0%Unchanged
FSA Wealth Management LLC196$9.27K0.00%+196New
GeoWealth Management, LLC204$9.65K0.00%+204New
Legacy Investment Solutions, LLC190$10.8K0.01%+190New
Legacy Wealth Managment, LLC190$10.8K0.01%+190New
Oarsman Capital, Inc.245$11.6K0.00%+245New
Reston Wealth Management LLC276$13.1K0.00%+276New
Coppell Advisory Solutions LLC285$13.5K0.00%00.0%Unchanged
GAMMA Investing LLC296$14.0K0.00%−121−29.0%Reduced
Lazard Asset Management LLC299$14.0K0.00%00.0%Unchanged
Planned Solutions, Inc.300$14.2K0.01%+300New
Ronald Blue Trust, Inc.388$14.8K0.00%+315+431.5%Added
Fifth Third Bancorp330$15.6K0.00%+247+297.6%Added
Prestige Wealth Management Group LLC331$15.7K0.00%+224+209.3%Added
Asset Dedication, LLC339$16.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton379$17.9K0.00%00.0%Unchanged
Community Bank, N.A.382$18.1K0.00%00.0%Unchanged
Briaud Financial Planning, Inc408$19.0K0.01%00.0%Unchanged
Motco418$19.8K0.00%+170+68.5%Added
Allworth Financial LP419$19.8K0.00%−174−29.3%Reduced
Pinnacle Financial Partners Inc494$23.4K0.00%−9,280−94.9%Reduced
Global Retirement Partners, LLC519$24.5K0.00%−358−40.8%Reduced
GWM Advisors LLC533$25.2K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC539$25.5K0.00%00.0%Unchanged
Wintrust Investments LLC562$26.0K0.02%−5,290−90.4%Reduced
IFP Advisors, Inc560$26.5K0.00%+112+25.0%Added
Trust Co of Vermont562$26.6K0.00%00.0%Unchanged
Hara Capital LLC564$26.7K0.02%+564New
CoreCap Advisors, LLC566$26.8K0.00%+566New
Quadrant Capital Group LLC689$32.6K0.00%+90+15.0%Added