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 |
|---|---|---|---|---|---|
| Keybank National Association | 4,963 | $268.9K | 0.00% | −239−4.6% | Reduced |
| NewEdge Wealth, LLC | 5,042 | $273.2K | 0.00% | −3,845−43.3% | Reduced |
| Gilbert & Cook, Inc. | 5,072 | $274.9K | 0.04% | +86+1.7% | Added |
| Parsons Capital Management Inc | 5,122 | $277.6K | 0.02% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,147 | $278.9K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 5,153 | $279.2K | 0.06% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,235 | $283.7K | 0.03% | −444−7.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,327 | $288.7K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,352 | $290.0K | 0.00% | −455−7.8% | Reduced |
| My Legacy Advisors, LLC | 5,387 | $291.6K | 0.11% | +707+15.1% | Added |
| Proequities, Inc. | 5,201 | $297.2K | 0.02% | +1,196+29.9% | Added |
| Tower Research Capital LLC (TRC) | 5,511 | $298.6K | 0.01% | −5,109−48.1% | Reduced |
| Yorktown Management & Research Co Inc | 5,637 | $305.5K | 0.29% | 00.0% | Unchanged |
| Searle & Co. | 5,662 | $307.0K | 0.09% | 00.0% | Unchanged |
| Hemington Wealth Management | 5,698 | $308.0K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,704 | $309.1K | 0.02% | −137−2.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,750 | $311.6K | 0.01% | 00.0% | Unchanged |
| Lincluden Management Ltd | 5,778 | $313.0K | 0.04% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,811 | $314.9K | 0.12% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,827 | $315.8K | 0.21% | −271−4.4% | Reduced |
| Fiduciary Trust Co | 5,854 | $317.2K | 0.00% | −150−2.5% | Reduced |
| Powell Investment Advisors, LLC | 5,955 | $322.7K | 0.15% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,094 | $330.2K | 0.01% | +1,680+38.1% | Added |
| Princeton Global Asset Management LLC | 6,162 | $333.9K | 0.06% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 6,196 | $335.8K | 0.01% | −726−10.5% | Reduced |
| Yousif Capital Management, LLC | 6,251 | $338.7K | 0.00% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,259 | $339.0K | 0.10% | 00.0% | Unchanged |
| Northwest Financial Advisors | 6,271 | $339.8K | 0.28% | −385−5.8% | Reduced |
| Advisors Capital Management, LLC | 6,285 | $340.6K | 0.01% | −583−8.5% | Reduced |
| Denali Advisors LLC | 6,288 | $340.7K | 0.04% | +6,288 | New |
| Dimensional Fund Advisors LP | 6,318 | $342.4K | 0.00% | −4,011−38.8% | Reduced |
| Principal Street Partners, LLC | 6,334 | $343.2K | 0.07% | +32+0.5% | Added |
| Integrated Wealth Concepts LLC | 6,433 | $348.6K | 0.00% | +164+2.6% | Added |
| Proficio Capital Partners LLC | 6,481 | $351.2K | 0.03% | +15+0.2% | Added |
| State of Wyoming | 6,536 | $354.2K | 0.05% | +2,861+77.9% | Added |
| Whittier Trust Co of Nevada Inc | 6,629 | $359.1K | 0.01% | +3,881+141.2% | Added |
| Kestra Advisory Services, LLC | 6,651 | $360.4K | 0.00% | −5,868−46.9% | Reduced |
| Heritage Wealth Advisors | 6,673 | $361.6K | 0.02% | −3,180−32.3% | Reduced |
| Summit Financial, LLC | 6,746 | $365.6K | 0.01% | +6,746 | New |
| Cigna Investments Inc | 6,750 | $366.0K | 0.06% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 6,855 | $371.5K | 0.35% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 6,962 | $377.3K | 0.21% | +215+3.2% | Added |
| Credit Agricole S A | 7,140 | $386.9K | 0.00% | +400+5.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $387.4K | 0.07% | −1,179−14.2% | Reduced |
| Hendershot Investments Inc. | 7,158 | $387.9K | 0.05% | −580−7.5% | Reduced |
| Umb Bank N A | 7,171 | $388.6K | 0.01% | +6,093+565.2% | Added |
| Royce & Associates LP | 7,378 | $399.8K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 7,406 | $401.3K | 0.01% | +7,406 | New |
| Barclays PLC | 7,492 | $406.0K | 0.00% | +5,489+274.0% | Added |
| Argent Trust Co | 7,506 | $406.7K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,511 | $407.0K | 0.05% | −27,789−78.7% | Reduced |
| Capital A Wealth Management, LLC | 7,599 | $411.8K | 0.68% | +7,599 | New |
| Kovack Advisors, Inc. | 7,972 | $432.0K | 0.04% | +926+13.1% | Added |
| Captrust Financial Advisors | 8,061 | $436.9K | 0.00% | −430−5.1% | Reduced |
| Everett Harris & Co | 8,078 | $437.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 8,291 | $449.3K | 0.01% | +427+5.4% | Added |
| ExodusPoint Capital Management, LP | 8,400 | $455.0K | 0.00% | −21,212−71.6% | Reduced |
| Mutual Advisors, LLC | 8,398 | $462.2K | 0.01% | −1,106−11.6% | Reduced |
| Moors & Cabot, Inc. | 8,540 | $462.8K | 0.02% | −443−4.9% | Reduced |
| Gateway Investment Advisers LLC | 8,649 | $468.7K | 0.01% | −3,843−30.8% | Reduced |
| Dorchester Wealth Management Co | 8,702 | $471.5K | 0.09% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 8,760 | $475.0K | 0.08% | −323−3.6% | Reduced |
| Mediolanum International Funds Ltd | 8,787 | $477.2K | 0.01% | +8,787 | New |
| Brown Brothers Harriman & Co | 8,839 | $479.0K | 0.00% | +750+9.3% | Added |
| NJ State Employees Deferred Compensation Plan | 9,092 | $492.7K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 9,100 | $493.1K | 0.00% | −9,700−51.6% | Reduced |
| Sterling Capital Management LLC | 9,137 | $495.1K | 0.01% | −3,143−25.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,312 | $504.6K | 0.03% | +249+2.7% | Added |
| Atomi Financial Group, Inc. | 9,411 | $510.0K | 0.03% | +3,279+53.5% | Added |
| Avantax Advisory Services, Inc. | 9,431 | $511.1K | 0.00% | +1,944+26.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,390 | $512.6K | 0.00% | +128+1.4% | Added |
| Choate Investment Advisors | 9,580 | $519.1K | 0.01% | +467+5.1% | Added |
| K.J. Harrison & Partners Inc | 9,622 | $522.7K | 0.08% | +1,300+15.6% | Added |
| Malaga Cove Capital, LLC | 9,692 | $525.2K | 0.21% | −43−0.4% | Reduced |
| Triasima Portfolio Management inc. | 9,728 | $527.3K | 0.10% | −1,100−10.2% | Reduced |
| Carmel Capital Partners, LLC | 9,744 | $528.0K | 0.21% | −85−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,776 | $529.8K | 0.11% | −124−1.3% | Reduced |
| UniSuper Management Pty Ltd | 6,800 | $530.1K | 0.00% | −1,700−20.0% | Reduced |
| Advisors Asset Management, Inc. | 9,857 | $534.2K | 0.01% | +19+0.2% | Added |
| Advisory Services Network, LLC | 9,880 | $535.4K | 0.01% | −470−4.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,950 | $539.2K | 0.02% | −400−3.9% | Reduced |
| Cresset Asset Management, LLC | 9,948 | $539.3K | 0.00% | −5,433−35.3% | Reduced |
| RSM US Wealth Management LLC | 10,087 | $550.9K | 0.01% | +4,964+96.9% | Added |
| Plato Investment Management Ltd | 10,369 | $564.2K | 0.04% | +6,580+173.7% | Added |
| Leavell Investment Management, Inc. | 10,498 | $568.9K | 0.03% | −18−0.2% | Reduced |
| Salvus Wealth Management, LLC | 10,547 | $571.5K | 0.36% | −113−1.1% | Reduced |
| Kraematon Investment Advisors, Inc | 10,729 | $581.4K | 0.57% | +18+0.2% | Added |
| Ascent Group, LLC | 10,818 | $586.2K | 0.04% | +662+6.5% | Added |
| Squarepoint Ops LLC | 10,874 | $589.3K | 0.00% | +10,874 | New |
| National Philanthropic Trust | 11,241 | $609.1K | 0.01% | −11,055−49.6% | Reduced |
| Pacifica Partners Inc. | 11,351 | $616.7K | 0.27% | −208−1.8% | Reduced |
| Check Capital Management Inc | 11,536 | $625.1K | 0.04% | −41,000−78.0% | Reduced |
| Foundations Investment Advisors, LLC | 11,650 | $631.3K | 0.01% | +4,996+75.1% | Added |
| Allen Investment Management LLC | 11,759 | $637.2K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 11,907 | $645.2K | 0.23% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,927 | $646.3K | 0.00% | −1,775−13.0% | Reduced |
| Metis Global Partners, LLC | 11,931 | $647.1K | 0.02% | +1,034+9.5% | Added |
| Carnegie Lake Advisors LLC | 12,301 | $667.0K | 0.27% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 12,439 | $674.1K | 0.01% | +4,560+57.9% | Added |
| TBH Global Asset Management, LLC | 12,442 | $674.2K | 0.16% | +10.0% | Added |