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, Q4 2024
Institutional positions in Brookfield Asset Management Ltd. as of Dec 31, 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
- 571
- +28 vs. Q3 2024
- Shares held
- 296.6M
- +2.51M (+0.9%) vs. Q3 2024
- Total value
- $16.1B
- +$2.17B (+15.6%) vs. Q3 2024
- New holders
- 74
- 171 more added
- Sold out
- 46
- 188 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 629 | $67.0B |
| Q1 2026 | 633 | $65.9B |
| Q4 2025 | 633 | $78.1B |
| Q3 2025 | 589 | $85.2B |
| Q2 2025 | 606 | $82.7B |
| Q1 2025 | 590 | $72.1B |
| Q4 2024 | 571 | $16.1B |
| Q3 2024 | 551 | $14.0B |
| Q2 2024 | 529 | $11.3B |
| Q1 2024 | 488 | $11.6B |
| Q4 2023 | 479 | $10.8B |
| Q3 2023 | 451 | $8.78B |
| Q2 2023 | 456 | $8.60B |
| Q1 2023 | 465 | $8.43B |
| Q4 2022 | 456 | $7.09B |
| Q3 2022 | 685 | $41.6B |
| Q2 2022 | 714 | $44.7B |
| Q1 2022 | 730 | $56.7B |
| Q4 2021 | 734 | $60.9B |
| Q3 2021 | 662 | $54.2B |
| Q2 2021 | 630 | $50.4B |
| Q1 2021 | 600 | $43.9B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partners Value Investments LP | 30,807,960 | $1.67B | 18.10% | 00.0% | Unchanged |
| Capital World Investors | 23,855,435 | $1.29B | 0.20% | −2,7950.0% | Reduced |
| Royal Bank of Canada | 20,125,215 | $1.09B | 0.24% | +159,007+0.8% | Added |
| FMR LLC | 19,646,285 | $1.06B | 0.06% | +447,642+2.3% | Added |
| Vanguard Group Inc | 16,901,942 | $916.7M | 0.02% | +263,660+1.6% | Added |
| TD Asset Management Inc | 16,664,426 | $903.3M | 0.80% | +1,359,126+8.9% | Added |
| Capital International Investors | 16,116,518 | $873.4M | 0.16% | +116,008+0.7% | Added |
| FIL Ltd | 15,369,816 | $833.6M | 0.78% | +574,978+3.9% | Added |
| Mackenzie Financial Corp | 11,832,181 | $641.0M | 0.87% | −1,334,654−10.1% | Reduced |
| Bank of Montreal | 9,575,446 | $518.7M | 0.26% | +339,072+3.7% | Added |
| Principal Financial Group Inc | 8,930,366 | $484.0M | 0.26% | +62,908+0.7% | Added |
| Massachusetts Financial Services Co | 5,506,606 | $298.4M | 0.09% | −384,564−6.5% | Reduced |
| Norges Bank | 5,304,727 | $287.4M | 0.04% | −1,960,831−27.0% | Reduced |
| National Bank of Canada | 4,086,437 | $221.8M | 0.29% | +3,046,072+292.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,997,157 | $216.5M | 0.98% | +2,031,995+103.4% | Added |
| William Blair Investment Management, LLC | 3,767,650 | $204.2M | 0.50% | +3,767,650 | New |
| Davenport & Co LLC | 3,251,174 | $176.6M | 1.04% | −12,601−0.4% | Reduced |
| CIBC World Markets Inc. | 3,184,957 | $172.6M | 0.40% | −444,155−12.2% | Reduced |
| CIBC Asset Management Inc | 2,902,312 | $158.5M | 0.52% | −1,051,184−26.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,657,567 | $144.1M | 2.80% | −12,921−0.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,653,004 | $143.8M | 0.78% | −1,769,336−40.0% | Reduced |
| Neuberger Berman Group LLC | 2,261,968 | $122.6M | 0.10% | −991,260−30.5% | Reduced |
| Bank of Nova Scotia | 2,241,920 | $121.5M | 0.21% | −621,188−21.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $118.9M | 1.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,116,337 | $117.2M | 0.01% | +504,478+31.3% | Added |
| Manufacturers Life Insurance Company, The | 2,114,114 | $114.7M | 0.10% | −619,853−22.7% | Reduced |
| Cooke & Bieler LP | 1,972,211 | $106.9M | 1.03% | −1,036,550−34.5% | Reduced |
| Bank of America Corp | 1,939,109 | $105.1M | 0.01% | +215,670+12.5% | Added |
| Madison Asset Management, LLC | 1,736,887 | $94.1M | 1.06% | +156,937+9.9% | Added |
| Madison Investment Advisors, LLC | 1,736,887 | $94.1M | 1.06% | +1,736,887 | New |
| JPMorgan Chase & Co | 1,550,083 | $84.0M | 0.01% | +30,892+2.0% | Added |
| Invesco Ltd. | 1,385,939 | $75.1M | 0.01% | −199,979−12.6% | Reduced |
| Morgan Stanley | 1,357,673 | $73.6M | 0.01% | −645,666−32.2% | Reduced |
| Bamco Inc | 1,348,906 | $73.1M | 0.19% | +248,471+22.6% | Added |
| TD Waterhouse Canada Inc. | 1,303,653 | $70.4M | 0.57% | +10,303+0.8% | Added |
| Alberta Investment Management Corp | 1,259,943 | $68.3M | 0.46% | +121,067+10.6% | Added |
| First Manhattan Co | 1,238,866 | $67.6M | 0.20% | −51,374−4.0% | Reduced |
| CI Private Wealth, LLC | 1,174,640 | $63.7M | 0.11% | +9,806+0.8% | Added |
| Goldman Sachs Group Inc | 1,139,180 | $61.7M | 0.01% | −386,524−25.3% | Reduced |
| Scotia Capital Inc. | 1,068,954 | $57.8M | 0.30% | −7,359−0.7% | Reduced |
| Agf Management Ltd | 999,213 | $54.3M | 0.27% | −456,604−31.4% | Reduced |
| Canada Pension Plan Investment Board | 998,967 | $54.1M | 0.05% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 936,094 | $50.7M | 1.07% | −9,971−1.1% | Reduced |
| Toronto Dominion Bank | 852,055 | $46.2M | 0.09% | −204,864−19.4% | Reduced |
| Charles Schwab Investment Management Inc | 842,141 | $45.7M | 0.01% | +7,212+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 844,448 | $45.6M | 0.23% | −215,411−20.3% | Reduced |
| Marshall Wace, LLP | 799,435 | $43.3M | 0.05% | +799,435 | New |
| HSBC Holdings PLC | 707,892 | $38.4M | 0.02% | +109,589+18.3% | Added |
| Bank of New York Mellon Corp | 663,389 | $35.9M | 0.01% | +38,331+6.1% | Added |
| Wells Fargo & Company | 650,628 | $35.3M | 0.01% | +43,484+7.2% | Added |
| Natixis Advisors, L.P. | 649,224 | $35.2M | 0.07% | +59,652+10.1% | Added |
| MUFG Securities (Canada), Ltd. | 568,179 | $30.8M | 1.11% | +237,323+71.7% | Added |
| Cortland Associates Inc | 565,620 | $30.7M | 3.49% | −9,156−1.6% | Reduced |
| Ci Investments Inc. | 559,657 | $30.3M | 0.11% | −113,134−16.8% | Reduced |
| Jane Street Group, LLC | 538,597 | $29.2M | 0.05% | +289,345+116.1% | Added |
| Montrusco Bolton Investments Inc. | 519,006 | $28.1M | 0.34% | −153,028−22.8% | Reduced |
| Deutsche Bank AG | 515,607 | $27.9M | 0.01% | +97,497+23.3% | Added |
| 1832 Asset Management L.P. | 499,452 | $27.1M | 0.05% | −5,945−1.2% | Reduced |
| Sather Financial Group Inc | 496,613 | $26.9M | 1.69% | −469−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 479,850 | $26.0M | 0.38% | +14,500+3.1% | Added |
| Broad Run Investment Management, LLC | 470,687 | $25.5M | 3.47% | −64,474−12.0% | Reduced |
| LGT Capital Partners Ltd. | 462,000 | $25.0M | 0.95% | −72,000−13.5% | Reduced |
| Addenda Capital Inc. | 314,802 | $24.5M | 0.87% | −8,104−2.5% | Reduced |
| America First Investment Advisors, LLC | 449,356 | $24.4M | 5.32% | −24,856−5.2% | Reduced |
| Envestnet Asset Management Inc | 431,433 | $23.4M | 0.01% | −16,712−3.7% | Reduced |
| Millennium Management LLC | 430,617 | $23.3M | 0.02% | +416,562+2,963.8% | Added |
| Northern Trust Corp | 426,594 | $23.1M | 0.00% | +164,809+63.0% | Added |
| QV Investors Inc. | 414,765 | $22.5M | 2.32% | −140,546−25.3% | Reduced |
| Ameriprise Financial Inc | 406,376 | $22.2M | 0.01% | +236,495+139.2% | Added |
| Marathon Asset Mgmt Ltd | 407,170 | $22.1M | 0.62% | −13,062−3.1% | Reduced |
| Segall Bryant & Hamill, LLC | 395,963 | $21.5M | 0.30% | −7,408−1.8% | Reduced |
| Portland Investment Counsel Inc. | 394,150 | $21.3M | 5.47% | 00.0% | Unchanged |
| McDonald Capital Investors Inc | 387,262 | $21.0M | 1.32% | −5,304−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 373,515 | $20.8M | 0.04% | −3,498−0.9% | Reduced |
| Renaissance Technologies LLC | 363,700 | $19.7M | 0.03% | −8,200−2.2% | Reduced |
| HRT Financial LP | 356,811 | $19.3M | 0.10% | +352,265+7,748.9% | Added |
| UBS Group AG | 349,504 | $18.9M | 0.00% | +18,717+5.7% | Added |
| Arrowstreet Capital, Limited Partnership | 346,785 | $18.8M | 0.02% | +346,785 | New |
| Sequoia Financial Advisors, LLC | 339,948 | $18.4M | 0.18% | +39,340+13.1% | Added |
| Wellington Management Group LLP | 331,317 | $18.0M | 0.00% | −18,951−5.4% | Reduced |
| Guardian Partners Inc. | 322,191 | $17.9M | 1.83% | +322,191 | New |
| Nuveen Asset Management, LLC | 323,027 | $17.5M | 0.00% | −310.0% | Reduced |
| Nicola Wealth Management Ltd. | 218,658 | $17.0M | 1.61% | −49,700−18.5% | Reduced |
| Great West Life Assurance Co | 300,112 | $16.2M | 0.03% | −20,104−6.3% | Reduced |
| Motley Fool Wealth Management, LLC | 297,202 | $16.0M | 0.83% | −27,604−8.5% | Reduced |
| Bruni J V & Co | 293,445 | $15.9M | 1.80% | −86,095−22.7% | Reduced |
| Baskin Financial Services Inc. | 287,536 | $15.6M | 1.24% | −903−0.3% | Reduced |
| 2Xideas AG | 245,118 | $13.3M | 1.78% | −155,882−38.9% | Reduced |
| Capital International Inc | 242,391 | $13.1M | 0.15% | +28,833+13.5% | Added |
| Schwartz Investment Counsel Inc | 237,275 | $12.9M | 0.46% | −124,353−34.4% | Reduced |
| UBS Asset Management Americas Inc | 237,037 | $12.8M | 0.00% | −66,066−21.8% | Reduced |
| Stifel Financial Corp | 236,724 | $12.8M | 0.01% | +7,342+3.2% | Added |
| Rockefeller Capital Management L.P. | 236,414 | $12.8M | 0.03% | −784−0.3% | Reduced |
| Capital International Sarl | 235,964 | $12.8M | 0.30% | +15,661+7.1% | Added |
| Tocqueville Asset Management L.P. | 235,787 | $12.8M | 0.20% | +3,124+1.3% | Added |
| Horizon Kinetics Asset Management LLC | 234,360 | $12.7M | 0.16% | −6,220−2.6% | Reduced |
| Korea Investment CORP | 228,895 | $12.4M | 0.03% | +100,233+77.9% | Added |
| Amundi | 220,946 | $12.3M | 0.00% | +31,123+16.4% | Added |
| Raymond James Financial Inc | 222,725 | $12.1M | 0.00% | +222,725 | New |
| APG Asset Management N.V. | 223,500 | $11.7M | 0.03% | +223,500 | New |