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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 9,390 | $512.6K | 0.00% | +128+1.4% | Added |
| Avantax Advisory Services, Inc. | 9,431 | $511.1K | 0.00% | +1,944+26.0% | Added |
| Atomi Financial Group, Inc. | 9,411 | $510.0K | 0.03% | +3,279+53.5% | Added |
| Procyon Private Wealth Partners, LLC | 9,312 | $504.6K | 0.03% | +249+2.7% | Added |
| Sterling Capital Management LLC | 9,137 | $495.1K | 0.01% | −3,143−25.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,100 | $493.1K | 0.00% | −9,700−51.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,092 | $492.7K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8,839 | $479.0K | 0.00% | +750+9.3% | Added |
| Mediolanum International Funds Ltd | 8,787 | $477.2K | 0.01% | +8,787 | New |
| Radnor Capital Management, LLC | 8,760 | $475.0K | 0.08% | −323−3.6% | Reduced |
| Dorchester Wealth Management Co | 8,702 | $471.5K | 0.09% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 8,649 | $468.7K | 0.01% | −3,843−30.8% | Reduced |
| Moors & Cabot, Inc. | 8,540 | $462.8K | 0.02% | −443−4.9% | Reduced |
| Mutual Advisors, LLC | 8,398 | $462.2K | 0.01% | −1,106−11.6% | Reduced |
| ExodusPoint Capital Management, LP | 8,400 | $455.0K | 0.00% | −21,212−71.6% | Reduced |
| Principal Securities, Inc. | 8,291 | $449.3K | 0.01% | +427+5.4% | Added |
| Everett Harris & Co | 8,078 | $437.7K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,061 | $436.9K | 0.00% | −430−5.1% | Reduced |
| Kovack Advisors, Inc. | 7,972 | $432.0K | 0.04% | +926+13.1% | Added |
| Capital A Wealth Management, LLC | 7,599 | $411.8K | 0.68% | +7,599 | New |
| Bayesian Capital Management, LP | 7,511 | $407.0K | 0.05% | −27,789−78.7% | Reduced |
| Argent Trust Co | 7,506 | $406.7K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 7,492 | $406.0K | 0.00% | +5,489+274.0% | Added |
| Allianz SE | 7,406 | $401.3K | 0.01% | +7,406 | New |
| Royce & Associates LP | 7,378 | $399.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7,171 | $388.6K | 0.01% | +6,093+565.2% | Added |
| Hendershot Investments Inc. | 7,158 | $387.9K | 0.05% | −580−7.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $387.4K | 0.07% | −1,179−14.2% | Reduced |
| Credit Agricole S A | 7,140 | $386.9K | 0.00% | +400+5.9% | Added |
| RE Dickinson Investment Advisors, LLC | 6,962 | $377.3K | 0.21% | +215+3.2% | Added |
| Wulff, Hansen & Co. | 6,855 | $371.5K | 0.35% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,750 | $366.0K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,746 | $365.6K | 0.01% | +6,746 | New |
| Heritage Wealth Advisors | 6,673 | $361.6K | 0.02% | −3,180−32.3% | Reduced |
| Kestra Advisory Services, LLC | 6,651 | $360.4K | 0.00% | −5,868−46.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,629 | $359.1K | 0.01% | +3,881+141.2% | Added |
| State of Wyoming | 6,536 | $354.2K | 0.05% | +2,861+77.9% | Added |
| Proficio Capital Partners LLC | 6,481 | $351.2K | 0.03% | +15+0.2% | Added |
| Integrated Wealth Concepts LLC | 6,433 | $348.6K | 0.00% | +164+2.6% | Added |
| Principal Street Partners, LLC | 6,334 | $343.2K | 0.07% | +32+0.5% | Added |
| Dimensional Fund Advisors LP | 6,318 | $342.4K | 0.00% | −4,011−38.8% | Reduced |
| Denali Advisors LLC | 6,288 | $340.7K | 0.04% | +6,288 | New |
| Advisors Capital Management, LLC | 6,285 | $340.6K | 0.01% | −583−8.5% | Reduced |
| Northwest Financial Advisors | 6,271 | $339.8K | 0.28% | −385−5.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,259 | $339.0K | 0.10% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,251 | $338.7K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 6,196 | $335.8K | 0.01% | −726−10.5% | Reduced |
| Princeton Global Asset Management LLC | 6,162 | $333.9K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,094 | $330.2K | 0.01% | +1,680+38.1% | Added |
| Powell Investment Advisors, LLC | 5,955 | $322.7K | 0.15% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,854 | $317.2K | 0.00% | −150−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,827 | $315.8K | 0.21% | −271−4.4% | Reduced |
| Moseley Investment Management Inc | 5,811 | $314.9K | 0.12% | 00.0% | Unchanged |
| Lincluden Management Ltd | 5,778 | $313.0K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,750 | $311.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,704 | $309.1K | 0.02% | −137−2.3% | Reduced |
| Hemington Wealth Management | 5,698 | $308.0K | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 5,662 | $307.0K | 0.09% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,637 | $305.5K | 0.29% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,511 | $298.6K | 0.01% | −5,109−48.1% | Reduced |
| Proequities, Inc. | 5,201 | $297.2K | 0.02% | +1,196+29.9% | Added |
| My Legacy Advisors, LLC | 5,387 | $291.6K | 0.11% | +707+15.1% | Added |
| United Capital Financial Advisers, LLC | 5,352 | $290.0K | 0.00% | −455−7.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,327 | $288.7K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,235 | $283.7K | 0.03% | −444−7.8% | Reduced |
| Round Rock Advisors, LLC | 5,153 | $279.2K | 0.06% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,147 | $278.9K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,122 | $277.6K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,072 | $274.9K | 0.04% | +86+1.7% | Added |
| NewEdge Wealth, LLC | 5,042 | $273.2K | 0.00% | −3,845−43.3% | Reduced |
| Keybank National Association | 4,963 | $268.9K | 0.00% | −239−4.6% | Reduced |
| Hilltop Holdings Inc. | 4,953 | $268.4K | 0.02% | +465+10.4% | Added |
| Heritage Investors Management Corp | 4,948 | $268.0K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,932 | $267.3K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,926 | $267.0K | 0.01% | −429−8.0% | Reduced |
| National Asset Management, Inc. | 4,851 | $263.4K | 0.01% | −396−7.5% | Reduced |
| XTX Topco Ltd | 4,840 | $262.3K | 0.02% | −19,744−80.3% | Reduced |
| Laurus Investment Counsel Inc. | 4,827 | $261.6K | 0.13% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,792 | $259.7K | 0.00% | +104+2.2% | Added |
| HB Wealth Management, LLC | 4,687 | $254.1K | 0.00% | −1,100−19.0% | Reduced |
| Intech Investment Management LLC | 4,637 | $251.4K | 0.00% | +4,637 | New |
| Brinker Capital Investments, LLC | 4,627 | $250.7K | 0.00% | −43−0.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,627 | $250.7K | 0.00% | −43−0.9% | Reduced |
| Compass Ion Advisors, LLC | 4,529 | $245.4K | 0.03% | −775−14.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,500 | $243.9K | 0.00% | −602−11.8% | Reduced |
| Washington Trust Advisors, Inc. | 4,495 | $243.6K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,422 | $239.6K | 0.00% | +71+1.6% | Added |
| Wolverine Trading, LLC | 4,351 | $237.5K | 0.01% | +4,351 | New |
| Oppenheimer & Co Inc | 4,321 | $234.2K | 0.00% | −303−6.6% | Reduced |
| Allie Family Office LLC | 4,302 | $233.1K | 0.13% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,224 | $228.9K | 0.01% | +4,224 | New |
| SageView Advisory Group, LLC | 4,183 | $226.7K | 0.01% | −169−3.9% | Reduced |
| Nexus Investment Management ULC | 4,104 | $222.1K | 0.02% | −1,528−27.1% | Reduced |
| Aigen Investment Management, LP | 4,025 | $218.3K | 0.04% | −24,230−85.8% | Reduced |
| Assenagon Asset Management S.A. | 3,958 | $214.6K | 0.00% | +3,958 | New |
| Wetherby Asset Management Inc | 3,902 | $211.5K | 0.01% | +3,902 | New |
| Jarislowsky, Fraser Ltd | 3,879 | $210.3K | 0.00% | +3,879 | New |
| Oppenheimer Asset Management Inc. | 3,856 | $209.0K | 0.00% | +3,856 | New |
| Ambassador Advisors, LLC | 3,829 | $207.5K | 0.04% | +3,829 | New |
| Morse Asset Management, Inc | 3,770 | $204.3K | 0.05% | +57+1.5% | Added |