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 |
|---|---|---|---|---|---|
| Ervin Investment Management, LLC | 34,852 | $1.89M | 1.22% | −1,909−5.2% | Reduced |
| Legal & General Group Plc | 33,579 | $1.82M | 0.00% | +4,127+14.0% | Added |
| Man Group plc | 33,199 | $1.80M | 0.01% | +4,422+15.4% | Added |
| Templeton & Phillips Capital Management, LLC | 31,325 | $1.80M | 1.43% | +31,325 | New |
| Burgundy Asset Management Ltd. | 32,536 | $1.76M | 0.02% | −1,489,587−97.9% | Reduced |
| Ensign Peak Advisors, Inc | 32,469 | $1.76M | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 31,764 | $1.72M | 0.26% | +636+2.0% | Added |
| SOL Capital Management CO | 31,616 | $1.71M | 0.19% | +1,673+5.6% | Added |
| Gluskin Sheff & Assoc Inc | 31,577 | $1.71M | 0.21% | −12,613−28.5% | Reduced |
| Baird Financial Group, Inc. | 31,419 | $1.70M | 0.00% | −3,304−9.5% | Reduced |
| State Street Corp | 31,269 | $1.69M | 0.00% | −2,149−6.4% | Reduced |
| Commonwealth Equity Services, LLC | 30,869 | $1.67M | 0.00% | +1,850+6.4% | Added |
| Strategic Wealth Partners, Ltd. | 28,647 | $1.65M | 0.14% | 00.0% | Unchanged |
| Natixis | 29,584 | $1.60M | 0.01% | −10,608−26.4% | Reduced |
| Tiaa Trust, National Association | 29,353 | $1.59M | 0.00% | +90+0.3% | Added |
| Pathstone Holdings, LLC | 29,319 | $1.59M | 0.01% | +153+0.5% | Added |
| Cetera Investment Advisers | 29,034 | $1.57M | 0.00% | +756+2.7% | Added |
| Kathleen S. Wright Associates Inc. | 27,783 | $1.50M | 0.63% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 27,520 | $1.49M | 0.57% | +27,520 | New |
| Blair William & Co | 27,037 | $1.47M | 0.00% | +7,716+39.9% | Added |
| Timber Creek Capital Management LLC | 26,966 | $1.46M | 0.42% | −48−0.2% | Reduced |
| NBT Bank N A | 26,742 | $1.45M | 0.10% | −157−0.6% | Reduced |
| Avanza Fonder AB | 18,400 | $1.43M | 0.04% | +18,400 | New |
| Sprott Inc. | 25,886 | $1.40M | 0.09% | +4,501+21.0% | Added |
| Nomura Holdings Inc | 25,881 | $1.40M | 0.01% | +25,881 | New |
| Aviso Financial Inc. | 25,848 | $1.40M | 0.07% | −72−0.3% | Reduced |
| Bessemer Group Inc | 25,788 | $1.40M | 0.00% | −337,106−92.9% | Reduced |
| Moneta Group Investment Advisors LLC | 25,678 | $1.39M | 0.02% | 00.0% | Unchanged |
| United Services Automobile Association | 12,379 | $1.39M | 0.05% | −150−1.2% | Reduced |
| Truist Financial Corp | 25,168 | $1.36M | 0.00% | −6,775−21.2% | Reduced |
| Copeland Capital Management, LLC | 24,637 | $1.34M | 0.02% | −1,717−6.5% | Reduced |
| M&T Bank Corp | 24,477 | $1.33M | 0.00% | −197−0.8% | Reduced |
| Alliancebernstein L.P. | 23,893 | $1.29M | 0.00% | −295−1.2% | Reduced |
| Ancora Advisors, LLC | 23,782 | $1.29M | 0.03% | −125−0.5% | Reduced |
| Blue Fin Capital, Inc. | 23,421 | $1.27M | 0.23% | −372−1.6% | Reduced |
| Sanctuary Advisors, LLC | 20,617 | $1.26M | 0.01% | +462+2.3% | Added |
| Lincoln Capital LLC | 22,941 | $1.24M | 0.26% | −899−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 22,080 | $1.20M | 0.00% | −3,258−12.9% | Reduced |
| JustInvest LLC | 21,884 | $1.19M | 0.02% | +56+0.3% | Added |
| AXA S.A. | 21,149 | $1.15M | 0.00% | −15,827−42.8% | Reduced |
| Sandy Spring Bank | 21,108 | $1.14M | 0.05% | −1,690−7.4% | Reduced |
| Park Avenue Securities LLC | 19,771 | $1.07M | 0.01% | +837+4.4% | Added |
| Cerity Partners LLC | 21,581 | $1.04M | 0.00% | −4,415−17.0% | Reduced |
| Cinctive Capital Management LP | 18,918 | $1.03M | 0.06% | +18,918 | New |
| Waterfront Wealth Inc. | 18,896 | $1.02M | 0.25% | −174−0.9% | Reduced |
| Chemistry Wealth Management LLC | 18,587 | $1.01M | 0.24% | −1,059−5.4% | Reduced |
| Quinn Opportunity Partners LLC | 17,900 | $970.0K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,818 | $966.0K | 0.00% | +307+1.8% | Added |
| Williams Jones Wealth Management, LLC. | 17,554 | $951.3K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 17,222 | $933.3K | 0.02% | −60.0% | Reduced |
| Andra AP-fonden | 11,600 | $904.3K | 0.01% | +1,851+19.0% | Added |
| Crossmark Global Holdings, Inc. | 16,665 | $903.0K | 0.02% | −3,779−18.5% | Reduced |
| Diversify Wealth Management, LLC | 17,193 | $895.3K | 0.07% | +2,222+14.8% | Added |
| HughesLittle Investment Management Ltd. | 16,286 | $882.4K | 0.17% | −9,024−35.7% | Reduced |
| Clearbridge Investments, LLC | 16,142 | $874.7K | 0.00% | −745−4.4% | Reduced |
| US Bancorp | 15,977 | $865.8K | 0.00% | +973+6.5% | Added |
| GoodHaven Capital Management, LLC | 15,730 | $852.4K | 0.27% | 00.0% | Unchanged |
| Gabelli Funds LLC | 15,724 | $852.1K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 15,616 | $845.2K | 0.00% | −211−1.3% | Reduced |
| Benjamin Edwards Inc | 15,540 | $842.5K | 0.01% | +2,820+22.2% | Added |
| Mirabella Financial Services LLP | 15,402 | $832.2K | 0.08% | +15,402 | New |
| Atria Investments LLC | 15,063 | $816.3K | 0.01% | +1,035+7.4% | Added |
| Capital Advisors Wealth Management, LLC | 14,197 | $769.3K | 0.14% | 00.0% | Unchanged |
| Chicago Capital, LLC | 14,184 | $768.6K | 0.02% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 14,105 | $764.4K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,704 | $743.0K | 0.00% | +598+4.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,374 | $731.2K | 0.01% | +2,079+18.4% | Added |
| Ritholtz Wealth Management | 13,079 | $708.8K | 0.02% | +8,179+166.9% | Added |
| Swiss Life Asset Management Ltd | 13,074 | $707.5K | 0.01% | +13,074 | New |
| Herold Advisors, Inc. | 12,793 | $693.6K | 0.15% | 00.0% | Unchanged |
| Needham Investment Management LLC | 12,570 | $681.5K | 0.05% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 12,442 | $674.2K | 0.16% | +10.0% | Added |
| Bridges Investment Management Inc | 12,439 | $674.1K | 0.01% | +4,560+57.9% | Added |
| Carnegie Lake Advisors LLC | 12,301 | $667.0K | 0.27% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,931 | $647.1K | 0.02% | +1,034+9.5% | Added |
| Private Advisor Group, LLC | 11,927 | $646.3K | 0.00% | −1,775−13.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 11,907 | $645.2K | 0.23% | 00.0% | Unchanged |
| Allen Investment Management LLC | 11,759 | $637.2K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,650 | $631.3K | 0.01% | +4,996+75.1% | Added |
| Check Capital Management Inc | 11,536 | $625.1K | 0.04% | −41,000−78.0% | Reduced |
| Pacifica Partners Inc. | 11,351 | $616.7K | 0.27% | −208−1.8% | Reduced |
| National Philanthropic Trust | 11,241 | $609.1K | 0.01% | −11,055−49.6% | Reduced |
| Squarepoint Ops LLC | 10,874 | $589.3K | 0.00% | +10,874 | New |
| Ascent Group, LLC | 10,818 | $586.2K | 0.04% | +662+6.5% | Added |
| Kraematon Investment Advisors, Inc | 10,729 | $581.4K | 0.57% | +18+0.2% | Added |
| Salvus Wealth Management, LLC | 10,547 | $571.5K | 0.36% | −113−1.1% | Reduced |
| Leavell Investment Management, Inc. | 10,498 | $568.9K | 0.03% | −18−0.2% | Reduced |
| Plato Investment Management Ltd | 10,369 | $564.2K | 0.04% | +6,580+173.7% | Added |
| RSM US Wealth Management LLC | 10,087 | $550.9K | 0.01% | +4,964+96.9% | Added |
| Cresset Asset Management, LLC | 9,948 | $539.3K | 0.00% | −5,433−35.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,950 | $539.2K | 0.02% | −400−3.9% | Reduced |
| Advisory Services Network, LLC | 9,880 | $535.4K | 0.01% | −470−4.5% | Reduced |
| Advisors Asset Management, Inc. | 9,857 | $534.2K | 0.01% | +19+0.2% | Added |
| UniSuper Management Pty Ltd | 6,800 | $530.1K | 0.00% | −1,700−20.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,776 | $529.8K | 0.11% | −124−1.3% | Reduced |
| Carmel Capital Partners, LLC | 9,744 | $528.0K | 0.21% | −85−0.9% | Reduced |
| Triasima Portfolio Management inc. | 9,728 | $527.3K | 0.10% | −1,100−10.2% | Reduced |
| Malaga Cove Capital, LLC | 9,692 | $525.2K | 0.21% | −43−0.4% | Reduced |
| K.J. Harrison & Partners Inc | 9,622 | $522.7K | 0.08% | +1,300+15.6% | Added |
| Choate Investment Advisors | 9,580 | $519.1K | 0.01% | +467+5.1% | Added |