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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, 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.

Institutional holdersQ4 2024: 571 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 heldQ4 2024: $16.1B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q3 2024.

Institutions holding BAM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc13,910$00.00%+882+6.8%Added
Parkworth Wealth Management, Inc.1$540.00%+1New
DHJJ Financial Advisors, Ltd.1$550.00%00.0%Unchanged
Salem Investment Counselors Inc1$550.00%+1New
Allspring Global Investments Holdings, LLC2$940.00%−3,586−99.9%Reduced
New Millennium Group LLC3$1630.00%00.0%Unchanged
Rothschild Investment LLC4$2170.00%00.0%Unchanged
UMA Financial Services, Inc.5$2710.00%+5New
Eagle Bay Advisors LLC6$3250.00%00.0%Unchanged
NBC Securities, Inc.6$3400.03%−6,281−99.9%Reduced
Aventura Private Wealth, LLC7$3790.00%+7New
Macquarie Group Ltd8$4330.00%00.0%Unchanged
SJS Investment Consulting Inc.8$4340.00%00.0%Unchanged
Private Wealth Management Group, LLC8$4340.00%00.0%Unchanged
Oakworth Capital, Inc.8$4340.00%00.0%Unchanged
Creative Financial Designs Inc11$5960.00%00.0%Unchanged
Van Hulzen Asset Management, LLC11$5970.00%+11New
Fairman Group, LLC12$6500.00%−13−52.0%Reduced
St. Johns Investment Management Company, LLC13$7040.00%00.0%Unchanged
McIlrath & Eck, LLC14$7590.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.15$8190.00%00.0%Unchanged
Sittner & Nelson, LLC17$9220.00%+13+325.0%Added
Covestor Ltd26$1.00K0.00%+5+23.8%Added
Fifth Third Bancorp19$1.03K0.00%−311−94.2%Reduced
JFS Wealth Advisors, LLC19$1.03K0.00%00.0%Unchanged
Concord Wealth Partners22$1.19K0.00%00.0%Unchanged
Bellevue Asset Management, LLC26$1.41K0.00%00.0%Unchanged
Bogart Wealth, LLC27$1.46K0.00%+27New
Ronald Blue Trust, Inc.28$1.52K0.00%−360−92.8%Reduced
Creekmur Asset Management LLC29$1.57K0.00%00.0%Unchanged
Decker Retirement Planning Inc.29$1.57K0.00%+29New
Raffa Wealth Management, LLC31$1.68K0.00%+27+675.0%Added
Golden State Wealth Management, LLC33$1.79K0.00%+33New
Abound Wealth Management33$1.79K0.00%00.0%Unchanged
Hexagon Capital Partners LLC35$1.90K0.00%+23+191.7%Added
YANKCOM Partnership35$1.90K0.00%+35New
Old Point Trust & Financial Services N A37$2.00K0.00%00.0%Unchanged
North Star Investment Management Corp.40$2.17K0.00%00.0%Unchanged
Cornerstone Planning Group LLC39$2.31K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC44$2.38K0.00%+44New
Ridgewood Investments LLC45$2.44K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC47$2.55K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC48$2.60K0.00%+48New
Beacon Capital Management, LLC54$2.92K0.00%−66−55.0%Reduced
Harbor Investment Advisory, LLC65$3.52K0.00%00.0%Unchanged
Robinswood Financial LLC66$3.58K0.00%00.0%Unchanged
Tucker Asset Management LLC69$3.74K0.00%00.0%Unchanged
Costello Asset Management, INC76$4.12K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$4.12K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC78$4.23K0.00%00.0%Unchanged
Darwin Advisors, LLC79$4.28K0.00%00.0%Unchanged
Manchester Capital Management LLC79$4.28K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC80$4.34K0.00%+80New
Bell Investment Advisors, Inc82$4.44K0.00%−11−11.8%Reduced
Fortis Group Advisors, LLC84$4.55K0.00%00.0%Unchanged
Mar Vista Investment Partners LLC90$4.88K0.00%+8+9.8%Added
Sierra Ocean, LLC91$4.93K0.00%+91New
Larson Financial Group LLC93$5.04K0.00%+91+4,550.0%Added
Western Pacific Wealth Management, LP97$5.26K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC100$5.42K0.00%00.0%Unchanged
Park Square Financial Group, LLC100$5.42K0.00%+100New
Accent Capital Management, LLC106$5.74K0.00%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.120$6.50K0.00%+120New
JNBA Financial Advisors129$6.99K0.00%00.0%Unchanged
Assetmark, Inc130$7.05K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC131$7.08K0.00%+1+0.8%Added
Compass Planning Associates Inc134$7.26K0.01%+134New
CVA Family Office, LLC143$7.75K0.00%00.0%Unchanged
Delta Asset Management LLC155$8.40K0.00%00.0%Unchanged
Smartleaf Asset Management LLC156$8.52K0.00%+107+218.4%Added
Johnson Financial Group, Inc.146$8.77K0.00%+118+421.4%Added
First Horizon Advisors, Inc.172$9.32K0.00%00.0%Unchanged
Zions Bancorporation, N.A.184$9.97K0.00%00.0%Unchanged
Kings Path Partners LLC188$10.2K0.00%00.0%Unchanged
FSA Wealth Management LLC196$10.6K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC190$11.0K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC190$11.0K0.01%00.0%Unchanged
Fortitude Family Office, LLC207$11.2K0.00%+207New
Promus Capital, LLC237$12.8K0.01%+237New
Oarsman Capital, Inc.245$13.3K0.00%00.0%Unchanged
Motco248$13.4K0.00%−170−40.7%Reduced
Cary Street Partners Financial LLC256$13.9K0.00%+256New
Pinnacle Bancorp, Inc.262$14.2K0.00%+75+40.1%Added
GHP Investment Advisors, Inc.273$14.8K0.00%+190+228.9%Added
Lazard Asset Management LLC281$15.0K0.00%−18−6.0%Reduced
Coppell Advisory Solutions LLC285$15.6K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton305$16.5K0.00%−74−19.5%Reduced
GeoWealth Management, LLC311$16.9K0.00%+107+52.5%Added
Prestige Wealth Management Group LLC331$17.9K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd331$18.0K0.00%+331New
Asset Dedication, LLC339$18.4K0.00%00.0%Unchanged
EMC Capital Management349$19.0K0.01%−51−12.8%Reduced
Community Bank, N.A.382$20.7K0.00%00.0%Unchanged
GAMMA Investing LLC387$21.0K0.00%+91+30.7%Added
Briaud Financial Planning, Inc408$22.0K0.01%00.0%Unchanged
Acadian Asset Management LLC435$23.0K0.00%+310+248.0%Added
Pinnacle Financial Partners Inc494$23.4K0.00%00.0%Unchanged
Spire Wealth Management441$23.9K0.00%+441New
Transce3nd, LLC441$23.9K0.01%+441New
Allworth Financial LP424$24.2K0.00%+5+1.2%Added