Brookfield Asset Management Ltd.

BAM

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0001937926

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Brookfield Asset Management Ltd. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of BAM: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	551	8	571	+28
Shares	294.7M	560.4K	296.6M	+2.51M (+0.9%)
Value	$14.0B	$26.6M	$16.1B	+$2.17B (+15.6%)

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (74)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to BAM in Q4 2024
Institution	Shares	Value	% of portfolio
William Blair Investment Management, LLC	3,767,650	$204.2M	0.50%
Madison Investment Advisors, LLC	1,736,887	$94.1M	1.06%
Marshall Wace, LLP	799,435	$43.3M	0.05%
Arrowstreet Capital, Limited Partnership	346,785	$18.8M	0.02%
Guardian Partners Inc.	322,191	$17.9M	1.83%
Raymond James Financial Inc	222,725	$12.1M	0.00%
APG Asset Management N.V.	223,500	$11.7M	0.03%
Schroder Investment Management Group	164,734	$8.93M	0.01%
Qube Research & Technologies Ltd	82,664	$4.48M	0.01%
Lansforsakringar Fondforvaltning AB (publ)	76,726	$4.16M	0.02%
Catalyst Funds Management Pty Ltd	49,499	$2.68M	0.66%
Davidson Kahn Capital Management, LLC	47,491	$2.57M	2.39%
Meketa Investment Group Inc	43,751	$2.37M	5.31%
Blue Sky Capital Consultants Group, Inc.	43,600	$2.36M	1.42%
Maltese Capital Management LLC	37,500	$2.03M	0.31%
Templeton & Phillips Capital Management, LLC	31,325	$1.80M	1.43%
Aster Capital Management (DIFC) Ltd	27,520	$1.49M	0.57%
Avanza Fonder AB	18,400	$1.43M	0.04%
Nomura Holdings Inc	25,881	$1.40M	0.01%
Cinctive Capital Management LP	18,918	$1.03M	0.06%
Mirabella Financial Services LLP	15,402	$832.2K	0.08%
Swiss Life Asset Management Ltd	13,074	$707.5K	0.01%
Squarepoint Ops LLC	10,874	$589.3K	0.00%
Mediolanum International Funds Ltd	8,787	$477.2K	0.01%
Capital A Wealth Management, LLC	7,599	$411.8K	0.68%
Allianz SE	7,406	$401.3K	0.01%
Summit Financial, LLC	6,746	$365.6K	0.01%
Denali Advisors LLC	6,288	$340.7K	0.04%
Intech Investment Management LLC	4,637	$251.4K	0.00%
Wolverine Trading, LLC	4,351	$237.5K	0.01%
Focus Financial Network, Inc.	4,224	$228.9K	0.01%
Assenagon Asset Management S.A.	3,958	$214.6K	0.00%
Wetherby Asset Management Inc	3,902	$211.5K	0.01%
Jarislowsky, Fraser Ltd	3,879	$210.3K	0.00%
Oppenheimer Asset Management Inc.	3,856	$209.0K	0.00%
Ambassador Advisors, LLC	3,829	$207.5K	0.04%
Verdence Capital Advisors LLC	3,764	$204.0K	0.02%
Grimes & Company, Inc.	3,742	$202.8K	0.01%
Midland Wealth Advisors LLC	3,740	$202.7K	0.01%
Heron Bay Capital Management	3,712	$201.2K	0.04%
FNY Investment Advisers, LLC	3,600	$195.0K	0.10%
Geneos Wealth Management Inc.	3,591	$194.6K	0.01%
BNP Paribas Arbitrage, SA	3,371	$182.7K	0.00%
SBI Securities Co., Ltd.	3,265	$176.9K	0.01%
Clear Street Markets LLC	2,800	$151.7K	0.06%
Atlantic Trust, LLC	1,575	$85.3K	0.02%
Redwood Park Advisors LLC	1,177	$63.8K	0.05%
Kapitalo Investimentos Ltda	995	$53.9K	0.04%
Grayhawk Investment Strategies Inc.	710	$38.5K	0.07%
Group One Trading, L.P.	670	$36.3K	0.00%
Caitong International Asset Management Co., Ltd	641	$34.7K	0.03%
Mountain Hill Investment Partners Corp.	597	$32.4K	0.03%
Transce3nd, LLC	441	$23.9K	0.01%
Spire Wealth Management	441	$23.9K	0.00%
Harvest Fund Management Co., Ltd	331	$18.0K	0.00%
Cary Street Partners Financial LLC	256	$13.9K	0.00%
Promus Capital, LLC	237	$12.8K	0.01%
Fortitude Family Office, LLC	207	$11.2K	0.00%
Compass Planning Associates Inc	134	$7.26K	0.01%
Dixon Mitchell Investment Counsel Inc.	120	$6.50K	0.00%
Park Square Financial Group, LLC	100	$5.42K	0.00%
Sierra Ocean, LLC	91	$4.93K	0.00%
Flagship Wealth Advisors, LLC	80	$4.34K	0.00%
VSM Wealth Advisory, LLC	48	$2.60K	0.00%
Stonebridge Financial Group, LLC	44	$2.38K	0.00%
YANKCOM Partnership	35	$1.90K	0.00%
Golden State Wealth Management, LLC	33	$1.79K	0.00%
Decker Retirement Planning Inc.	29	$1.57K	0.00%
Bogart Wealth, LLC	27	$1.46K	0.00%
Van Hulzen Asset Management, LLC	11	$597	0.00%
Aventura Private Wealth, LLC	7	$379	0.00%
UMA Financial Services, Inc.	5	$271	0.00%
Salem Investment Counselors Inc	1	$55	0.00%
Parkworth Wealth Management, Inc.	1	$54	0.00%

Sold out (46)

Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of BAM in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
MUFG Securities EMEA plc	500,000	$32.0M
Novo Holdings A/S	627,207	$29.7M
Intact Investment Management Inc.	231,740	$11.0M
Blacksheep Fund Management Ltd	145,552	$6.88M
SG Americas Securities, LLC	92,180	$4.36M
Waratah Capital Advisors Ltd.	81,175	$3.84M
Cardinal Capital Management, Inc.	79,045	$3.74M
Harvest Portfolios Group Inc.	56,633	$2.68M
Trexquant Investment LP	47,325	$2.24M
Perigon Wealth Management, LLC	42,776	$2.02M
Y-Intercept (Hong Kong) Ltd	38,841	$1.84M
Rezny Wealth Management, Inc.	36,758	$1.74M
FORA Capital, LLC	31,968	$1.51M
Balyasny Asset Management LLC	28,717	$1.36M
K2 Principal Fund, L.P.	17,096	$1.09M
C WorldWide Group Holding A/S	19,756	$934.0K
Investment Management Corp of Ontario	16,571	$783.6K
Entropy Technologies, LP	8,782	$415.3K
Verition Fund Management LLC	8,271	$391.1K
Summit Trail Advisors, LLC	7,158	$338.5K
Prudential Financial Inc	6,003	$283.9K
Two Sigma Advisers, LP	5,800	$274.3K
Greenland Capital Management LP	5,513	$260.7K
Hancock Whitney Corp	5,319	$251.5K
International Assets Investment Management, LLC	11,019	$233.0K
Glenmede Trust Co NA	4,907	$232.1K
Schubert & Co	4,577	$216.4K
Regions Financial Corp	4,561	$215.7K
Engineers Gate Manager LP	4,494	$212.4K
Virtu Financial LLC	4,291	$203.0K
Mercer Global Advisors Inc	4,259	$202.6K
Wealthspire Advisors, LLC	4,255	$201.2K
Belmont Capital, LLC	3,918	$185.3K
Picton Mahoney Asset Management	2,500	$118.0K
Alta Advisers Ltd	915	$43.3K
Planned Solutions, Inc.	300	$14.2K
Reston Wealth Management LLC	276	$13.1K
Providence Capital Advisors, LLC	142	$6.71K
Grove Bank & Trust	67	$3.17K
Stone House Investment Management, LLC	51	$2.40K
Golden State Equity Partners	47	$2.22K
Evermay Wealth Management LLC	11	$521
Sunbelt Securities, Inc.	4	$198
Jaffetilchin Investment Partners, LLC	1	$48
Quest Partners LLC	1	$47
Penserra Capital Management LLC	18	$0

Not filed for Q4 2024 yet (8)

Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Guardian Capital Advisors LP	327,744	$15.6M
Raymond James & Associates	191,164	$9.04M
Raymond James Financial Services Advisors, Inc.	32,826	$1.55M
Raymond James Trust N.A.	8,300	$392.5K
Carmichael Hill & Associates, Inc.	145	$6.86K
FinTrust Capital Advisors, LLC	74	$3.50K
Planning Capital Management Corp	72	$3.40K
M&R Capital Management Inc	50	$2.37K