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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 3,764 | $204.0K | 0.02% | +3,764 | New |
| Grimes & Company, Inc. | 3,742 | $202.8K | 0.01% | +3,742 | New |
| Midland Wealth Advisors LLC | 3,740 | $202.7K | 0.01% | +3,740 | New |
| Heron Bay Capital Management | 3,712 | $201.2K | 0.04% | +3,712 | New |
| FNY Investment Advisers, LLC | 3,600 | $195.0K | 0.10% | +3,600 | New |
| Geneos Wealth Management Inc. | 3,591 | $194.6K | 0.01% | +3,591 | New |
| Huntington National Bank | 3,449 | $186.9K | 0.00% | +79+2.3% | Added |
| BNP Paribas Arbitrage, SA | 3,371 | $182.7K | 0.00% | +3,371 | New |
| SBI Securities Co., Ltd. | 3,265 | $176.9K | 0.01% | +3,265 | New |
| CWM, LLC | 2,942 | $159.0K | 0.00% | +459+18.5% | Added |
| Clear Street Markets LLC | 2,800 | $151.7K | 0.06% | +2,800 | New |
| Public Employees Retirement Association of Colorado | 2,606 | $141.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,519 | $136.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,477 | $134.2K | 0.00% | +1,182+91.3% | Added |
| Provenance Wealth Advisors, LLC | 2,336 | $126.6K | 0.02% | −6,767−74.3% | Reduced |
| Signaturefd, LLC | 2,296 | $124.4K | 0.00% | +1,387+152.6% | Added |
| Lindbrook Capital, LLC | 2,174 | $117.8K | 0.01% | +370+20.5% | Added |
| Icon Wealth Advisors, LLC | 2,128 | $115.3K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,990 | $107.8K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,973 | $106.9K | 0.00% | −700−26.2% | Reduced |
| Rhumbline Advisers | 1,937 | $105.0K | 0.00% | +78+4.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,926 | $104.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,843 | $99.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,716 | $93.0K | 0.00% | +83+5.1% | Added |
| Parkside Financial Bank & Trust | 1,714 | $92.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,621 | $87.8K | 0.00% | +36+2.3% | Added |
| Financial Perspectives, Inc | 1,620 | $87.8K | 0.03% | +1+0.1% | Added |
| Cromwell Holdings LLC | 1,591 | $86.2K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,575 | $85.3K | 0.02% | +1,575 | New |
| Key Financial Inc | 1,513 | $82.0K | 0.02% | +91+6.4% | Added |
| Global Retirement Partners, LLC | 1,406 | $76.2K | 0.00% | +887+170.9% | Added |
| Simplex Trading, LLC | 1,419 | $76.0K | 0.00% | −1,245−46.7% | Reduced |
| HBC Financial Services, PLLC | 1,400 | $75.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,373 | $74.4K | 0.01% | +56+4.3% | Added |
| Legacy Bridge, LLC | 1,363 | $73.9K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 1,300 | $70.4K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,298 | $70.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,227 | $66.5K | 0.01% | +319+35.1% | Added |
| Continuum Advisory, LLC | 1,214 | $65.8K | 0.01% | +105+9.5% | Added |
| Private Trust Co NA | 1,201 | $65.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,179 | $63.9K | 0.00% | −41−3.4% | Reduced |
| Redwood Park Advisors LLC | 1,177 | $63.8K | 0.05% | +1,177 | New |
| Quent Capital, LLC | 1,129 | $61.2K | 0.01% | −6−0.5% | Reduced |
| Massmutual Trust Co FSB | 1,120 | $60.7K | 0.00% | +170+17.9% | Added |
| Richardson Financial Services Inc. | 1,100 | $60.0K | 0.04% | +140+14.6% | Added |
| Washington Trust Co | 1,063 | $57.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,054 | $57.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,035 | $56.1K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 1,007 | $54.6K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 995 | $53.9K | 0.04% | +995 | New |
| Cullen/Frost Bankers, Inc. | 957 | $51.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 926 | $50.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 926 | $50.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 858 | $46.5K | 0.00% | +325+61.0% | Added |
| Parallel Advisors, LLC | 839 | $45.5K | 0.00% | −576−40.7% | Reduced |
| Versant Capital Management, Inc | 819 | $44.4K | 0.01% | +771+1,606.3% | Added |
| Lummis Asset Management, LP | 797 | $43.2K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 893 | $42.0K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 750 | $40.6K | 0.03% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 710 | $38.5K | 0.07% | +710 | New |
| Quadrant Capital Group LLC | 689 | $37.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 670 | $36.3K | 0.00% | +670 | New |
| Caitong International Asset Management Co., Ltd | 641 | $34.7K | 0.03% | +641 | New |
| Mountain Hill Investment Partners Corp. | 597 | $32.4K | 0.03% | +597 | New |
| Wintrust Investments LLC | 598 | $32.0K | 0.03% | +36+6.4% | Added |
| IFP Advisors, Inc | 568 | $30.8K | 0.00% | +8+1.4% | Added |
| CoreCap Advisors, LLC | 566 | $30.7K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 564 | $30.6K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 562 | $30.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 539 | $29.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 505 | $27.4K | 0.01% | +419+487.2% | Added |
| Allworth Financial LP | 424 | $24.2K | 0.00% | +5+1.2% | Added |
| Transce3nd, LLC | 441 | $23.9K | 0.01% | +441 | New |
| Spire Wealth Management | 441 | $23.9K | 0.00% | +441 | New |
| Pinnacle Financial Partners Inc | 494 | $23.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 435 | $23.0K | 0.00% | +310+248.0% | Added |
| Briaud Financial Planning, Inc | 408 | $22.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 387 | $21.0K | 0.00% | +91+30.7% | Added |
| Community Bank, N.A. | 382 | $20.7K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 349 | $19.0K | 0.01% | −51−12.8% | Reduced |
| Asset Dedication, LLC | 339 | $18.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 331 | $18.0K | 0.00% | +331 | New |
| Prestige Wealth Management Group LLC | 331 | $17.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 311 | $16.9K | 0.00% | +107+52.5% | Added |
| Rosenberg Matthew Hamilton | 305 | $16.5K | 0.00% | −74−19.5% | Reduced |
| Coppell Advisory Solutions LLC | 285 | $15.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 281 | $15.0K | 0.00% | −18−6.0% | Reduced |
| GHP Investment Advisors, Inc. | 273 | $14.8K | 0.00% | +190+228.9% | Added |
| Pinnacle Bancorp, Inc. | 262 | $14.2K | 0.00% | +75+40.1% | Added |
| Cary Street Partners Financial LLC | 256 | $13.9K | 0.00% | +256 | New |
| Motco | 248 | $13.4K | 0.00% | −170−40.7% | Reduced |
| Oarsman Capital, Inc. | 245 | $13.3K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 237 | $12.8K | 0.01% | +237 | New |
| Fortitude Family Office, LLC | 207 | $11.2K | 0.00% | +207 | New |
| Legacy Investment Solutions, LLC | 190 | $11.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 190 | $11.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 196 | $10.6K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 188 | $10.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 184 | $9.97K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 172 | $9.32K | 0.00% | 00.0% | Unchanged |