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 |
|---|---|---|---|---|---|
| Needham Investment Management LLC | 12,570 | $681.5K | 0.05% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 12,793 | $693.6K | 0.15% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 13,074 | $707.5K | 0.01% | +13,074 | New |
| Ritholtz Wealth Management | 13,079 | $708.8K | 0.02% | +8,179+166.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,374 | $731.2K | 0.01% | +2,079+18.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,704 | $743.0K | 0.00% | +598+4.6% | Added |
| Culbertson A N & Co Inc | 14,105 | $764.4K | 0.12% | 00.0% | Unchanged |
| Chicago Capital, LLC | 14,184 | $768.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 14,197 | $769.3K | 0.14% | 00.0% | Unchanged |
| Atria Investments LLC | 15,063 | $816.3K | 0.01% | +1,035+7.4% | Added |
| Mirabella Financial Services LLP | 15,402 | $832.2K | 0.08% | +15,402 | New |
| Benjamin Edwards Inc | 15,540 | $842.5K | 0.01% | +2,820+22.2% | Added |
| Aviva PLC | 15,616 | $845.2K | 0.00% | −211−1.3% | Reduced |
| Gabelli Funds LLC | 15,724 | $852.1K | 0.01% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 15,730 | $852.4K | 0.27% | 00.0% | Unchanged |
| US Bancorp | 15,977 | $865.8K | 0.00% | +973+6.5% | Added |
| Clearbridge Investments, LLC | 16,142 | $874.7K | 0.00% | −745−4.4% | Reduced |
| HughesLittle Investment Management Ltd. | 16,286 | $882.4K | 0.17% | −9,024−35.7% | Reduced |
| Diversify Wealth Management, LLC | 17,193 | $895.3K | 0.07% | +2,222+14.8% | Added |
| Crossmark Global Holdings, Inc. | 16,665 | $903.0K | 0.02% | −3,779−18.5% | Reduced |
| Andra AP-fonden | 11,600 | $904.3K | 0.01% | +1,851+19.0% | Added |
| Apollon Wealth Management, LLC | 17,222 | $933.3K | 0.02% | −60.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,554 | $951.3K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,818 | $966.0K | 0.00% | +307+1.8% | Added |
| Quinn Opportunity Partners LLC | 17,900 | $970.0K | 0.07% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 18,587 | $1.01M | 0.24% | −1,059−5.4% | Reduced |
| Waterfront Wealth Inc. | 18,896 | $1.02M | 0.25% | −174−0.9% | Reduced |
| Cinctive Capital Management LP | 18,918 | $1.03M | 0.06% | +18,918 | New |
| Cerity Partners LLC | 21,581 | $1.04M | 0.00% | −4,415−17.0% | Reduced |
| Park Avenue Securities LLC | 19,771 | $1.07M | 0.01% | +837+4.4% | Added |
| Sandy Spring Bank | 21,108 | $1.14M | 0.05% | −1,690−7.4% | Reduced |
| AXA S.A. | 21,149 | $1.15M | 0.00% | −15,827−42.8% | Reduced |
| JustInvest LLC | 21,884 | $1.19M | 0.02% | +56+0.3% | Added |
| Advisor Group Holdings, Inc. | 22,080 | $1.20M | 0.00% | −3,258−12.9% | Reduced |
| Lincoln Capital LLC | 22,941 | $1.24M | 0.26% | −899−3.8% | Reduced |
| Sanctuary Advisors, LLC | 20,617 | $1.26M | 0.01% | +462+2.3% | Added |
| Blue Fin Capital, Inc. | 23,421 | $1.27M | 0.23% | −372−1.6% | Reduced |
| Ancora Advisors, LLC | 23,782 | $1.29M | 0.03% | −125−0.5% | Reduced |
| Alliancebernstein L.P. | 23,893 | $1.29M | 0.00% | −295−1.2% | Reduced |
| M&T Bank Corp | 24,477 | $1.33M | 0.00% | −197−0.8% | Reduced |
| Copeland Capital Management, LLC | 24,637 | $1.34M | 0.02% | −1,717−6.5% | Reduced |
| Truist Financial Corp | 25,168 | $1.36M | 0.00% | −6,775−21.2% | Reduced |
| United Services Automobile Association | 12,379 | $1.39M | 0.05% | −150−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 25,678 | $1.39M | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 25,788 | $1.40M | 0.00% | −337,106−92.9% | Reduced |
| Aviso Financial Inc. | 25,848 | $1.40M | 0.07% | −72−0.3% | Reduced |
| Nomura Holdings Inc | 25,881 | $1.40M | 0.01% | +25,881 | New |
| Sprott Inc. | 25,886 | $1.40M | 0.09% | +4,501+21.0% | Added |
| Avanza Fonder AB | 18,400 | $1.43M | 0.04% | +18,400 | New |
| NBT Bank N A | 26,742 | $1.45M | 0.10% | −157−0.6% | Reduced |
| Timber Creek Capital Management LLC | 26,966 | $1.46M | 0.42% | −48−0.2% | Reduced |
| Blair William & Co | 27,037 | $1.47M | 0.00% | +7,716+39.9% | Added |
| Aster Capital Management (DIFC) Ltd | 27,520 | $1.49M | 0.57% | +27,520 | New |
| Kathleen S. Wright Associates Inc. | 27,783 | $1.50M | 0.63% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,034 | $1.57M | 0.00% | +756+2.7% | Added |
| Pathstone Holdings, LLC | 29,319 | $1.59M | 0.01% | +153+0.5% | Added |
| Tiaa Trust, National Association | 29,353 | $1.59M | 0.00% | +90+0.3% | Added |
| Natixis | 29,584 | $1.60M | 0.01% | −10,608−26.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 28,647 | $1.65M | 0.14% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 30,869 | $1.67M | 0.00% | +1,850+6.4% | Added |
| State Street Corp | 31,269 | $1.69M | 0.00% | −2,149−6.4% | Reduced |
| Baird Financial Group, Inc. | 31,419 | $1.70M | 0.00% | −3,304−9.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 31,577 | $1.71M | 0.21% | −12,613−28.5% | Reduced |
| SOL Capital Management CO | 31,616 | $1.71M | 0.19% | +1,673+5.6% | Added |
| Colonial Trust Co | 31,764 | $1.72M | 0.26% | +636+2.0% | Added |
| Ensign Peak Advisors, Inc | 32,469 | $1.76M | 0.00% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 32,536 | $1.76M | 0.02% | −1,489,587−97.9% | Reduced |
| Templeton & Phillips Capital Management, LLC | 31,325 | $1.80M | 1.43% | +31,325 | New |
| Man Group plc | 33,199 | $1.80M | 0.01% | +4,422+15.4% | Added |
| Legal & General Group Plc | 33,579 | $1.82M | 0.00% | +4,127+14.0% | Added |
| Ervin Investment Management, LLC | 34,852 | $1.89M | 1.22% | −1,909−5.2% | Reduced |
| Castle Rock Wealth Management, LLC | 31,786 | $1.90M | 0.45% | +1,709+5.7% | Added |
| Kirr Marbach & Co LLC | 35,197 | $1.91M | 0.41% | −496−1.4% | Reduced |
| Public Sector Pension Investment Board | 35,736 | $1.94M | 0.01% | −10,777−23.2% | Reduced |
| Whittier Trust Co | 36,153 | $1.96M | 0.03% | +11,081+44.2% | Added |
| Spears Abacus Advisors LLC | 36,975 | $2.00M | 0.04% | −4,310−10.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 37,219 | $2.02M | 0.38% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 37,500 | $2.03M | 0.31% | +37,500 | New |
| Tandem Capital Management Corp | 39,111 | $2.12M | 1.13% | +175+0.4% | Added |
| Moerus Capital Management LLC | 41,366 | $2.24M | 0.82% | −5,831−12.4% | Reduced |
| Gold Investment Management Ltd. | 41,889 | $2.27M | 0.96% | +219+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 42,148 | $2.28M | 0.00% | +2,914+7.4% | Added |
| Guardian Capital LP | 42,501 | $2.30M | 0.09% | −1,300−3.0% | Reduced |
| Adalta Capital Management LLC | 43,378 | $2.35M | 1.23% | −150.0% | Reduced |
| Clearstead Advisors, LLC | 43,583 | $2.36M | 0.04% | 00.0% | Unchanged |
| Blue Sky Capital Consultants Group, Inc. | 43,600 | $2.36M | 1.42% | +43,600 | New |
| Public Employees Retirement System of Ohio | 43,634 | $2.37M | 0.01% | +9,113+26.4% | Added |
| Meketa Investment Group Inc | 43,751 | $2.37M | 5.31% | +43,751 | New |
| Nebula Research & Development LLC | 43,758 | $2.37M | 0.28% | +7,517+20.7% | Added |
| Live Oak Private Wealth LLC | 44,266 | $2.40M | 0.40% | −275−0.6% | Reduced |
| First Trust Advisors LP | 44,894 | $2.43M | 0.00% | −8,953−16.6% | Reduced |
| Mariner, LLC | 46,201 | $2.50M | 0.00% | −2,589−5.3% | Reduced |
| Utah Retirement Systems | 46,196 | $2.50M | 0.03% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 47,491 | $2.57M | 2.39% | +47,491 | New |
| Tacita Capital Inc | 47,767 | $2.58M | 1.85% | +7,743+19.3% | Added |
| BNP Paribas | 48,660 | $2.65M | 0.11% | −1,400−2.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 48,844 | $2.65M | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 49,499 | $2.68M | 0.66% | +49,499 | New |
| AIA Group Ltd | 49,551 | $2.69M | 0.06% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 49,552 | $2.69M | 0.71% | +48,100+3,312.7% | Added |