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, Q1 2025
Institutional positions in Brookfield Asset Management Ltd. as of Mar 31, 2025. 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
- 590
- +30 vs. Q4 2024
- Shares held
- 1.49B
- +1.19B (+405.5%) vs. Q4 2024
- Total value
- $72.1B
- +$56.2B (+351.5%) vs. Q4 2024
- New holders
- 87
- 199 more added
- Sold out
- 57
- 167 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 1,193,021,145 | $57.8B | 76.69% | +1,193,021,145 | New |
| Partners Value Investments LP | 30,789,564 | $1.49B | 17.76% | −18,396−0.1% | Reduced |
| Capital World Investors | 24,130,112 | $1.17B | 0.19% | +274,677+1.2% | Added |
| Royal Bank of Canada | 18,692,914 | $905.7M | 0.20% | −1,432,301−7.1% | Reduced |
| FMR LLC | 17,514,752 | $848.4M | 0.05% | −2,131,533−10.8% | Reduced |
| Vanguard Group Inc | 17,204,794 | $832.8M | 0.02% | +302,852+1.8% | Added |
| Capital International Investors | 16,177,058 | $783.8M | 0.15% | +60,540+0.4% | Added |
| TD Asset Management Inc | 15,339,316 | $742.4M | 0.68% | −1,325,110−8.0% | Reduced |
| Mackenzie Financial Corp | 11,118,077 | $538.2M | 0.77% | −714,104−6.0% | Reduced |
| FIL Ltd | 10,773,708 | $521.5M | 0.50% | −4,596,108−29.9% | Reduced |
| Bank of Montreal | 10,087,847 | $488.4M | 0.26% | +512,401+5.4% | Added |
| Principal Financial Group Inc | 7,824,393 | $379.1M | 0.21% | −1,105,973−12.4% | Reduced |
| Massachusetts Financial Services Co | 5,382,709 | $260.8M | 0.09% | −123,897−2.2% | Reduced |
| Norges Bank | 5,304,727 | $256.9M | 0.04% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 3,755,118 | $181.9M | 0.51% | −12,532−0.3% | Reduced |
| CIBC World Markets Inc. | 3,726,160 | $180.5M | 0.41% | +541,203+17.0% | Added |
| Manufacturers Life Insurance Company, The | 3,360,125 | $163.4M | 0.15% | +1,246,011+58.9% | Added |
| Davenport & Co LLC | 3,170,875 | $153.6M | 0.91% | −80,299−2.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,672,065 | $129.3M | 2.46% | +14,498+0.5% | Added |
| Bank of America Corp | 2,645,440 | $128.2M | 0.01% | +706,331+36.4% | Added |
| CIBC Asset Management Inc | 2,359,043 | $115.3M | 0.38% | −543,269−18.7% | Reduced |
| Goldman Sachs Group Inc | 2,363,192 | $114.5M | 0.02% | +1,224,012+107.4% | Added |
| Beutel, Goodman & Co Ltd. | 2,355,906 | $114.0M | 0.66% | −297,098−11.2% | Reduced |
| Geode Capital Management, LLC | 2,311,899 | $113.2M | 0.01% | +195,562+9.2% | Added |
| Bank of Nova Scotia | 2,269,833 | $109.9M | 0.25% | +27,913+1.2% | Added |
| Neuberger Berman Group LLC | 2,258,243 | $109.4M | 0.09% | −3,725−0.2% | Reduced |
| National Bank of Canada | 2,229,708 | $107.0M | 0.13% | −1,856,729−45.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $106.3M | 0.94% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,187,561 | $105.9M | 0.46% | −1,809,596−45.3% | Reduced |
| Madison Asset Management, LLC | 1,901,985 | $92.2M | 1.03% | +165,098+9.5% | Added |
| Cooke & Bieler LP | 1,879,902 | $91.1M | 0.91% | −92,309−4.7% | Reduced |
| Morgan Stanley | 1,814,465 | $87.9M | 0.01% | +456,792+33.6% | Added |
| Susquehanna International Group, LLP | 1,775,684 | $86.0M | 0.14% | +1,775,684 | New |
| British Columbia Investment Management Corp | 1,765,220 | $85.5M | 0.53% | +1,601,155+975.9% | Added |
| Millennium Management LLC | 1,722,683 | $83.5M | 0.08% | +1,292,066+300.0% | Added |
| Agf Management Ltd | 1,603,608 | $77.7M | 0.41% | +604,395+60.5% | Added |
| JPMorgan Chase & Co | 1,594,022 | $77.2M | 0.01% | +43,939+2.8% | Added |
| TD Waterhouse Canada Inc. | 1,356,729 | $66.2M | 0.54% | +53,076+4.1% | Added |
| Invesco Ltd. | 1,346,068 | $65.2M | 0.01% | −39,871−2.9% | Reduced |
| First Manhattan Co | 1,211,977 | $58.7M | 0.17% | −26,889−2.2% | Reduced |
| Bamco Inc | 1,200,503 | $58.2M | 0.17% | −148,403−11.0% | Reduced |
| Marshall Wace, LLP | 1,195,744 | $57.9M | 0.08% | +396,309+49.6% | Added |
| Alberta Investment Management Corp | 1,142,775 | $55.3M | 0.38% | −117,168−9.3% | Reduced |
| CI Private Wealth, LLC | 1,101,060 | $53.3M | 0.09% | −73,580−6.3% | Reduced |
| Canada Pension Plan Investment Board | 1,096,412 | $53.1M | 0.05% | +97,445+9.8% | Added |
| Scotia Capital Inc. | 1,074,952 | $51.3M | 0.28% | +5,998+0.6% | Added |
| Jane Street Group, LLC | 1,056,235 | $51.2M | 0.09% | +517,638+96.1% | Added |
| 1832 Asset Management L.P. | 981,961 | $47.6M | 0.09% | +482,509+96.6% | Added |
| Qube Research & Technologies Ltd | 967,361 | $46.9M | 0.07% | +884,697+1,070.2% | Added |
| Toronto Dominion Bank | 924,545 | $44.8M | 0.11% | +72,490+8.5% | Added |
| Fenimore Asset Management Inc | 914,247 | $44.3M | 0.94% | −21,847−2.3% | Reduced |
| HSBC Holdings PLC | 901,472 | $43.6M | 0.03% | +193,580+27.3% | Added |
| MUFG Securities EMEA plc | 574,999 | $40.1M | 1.03% | +574,999 | New |
| Federation des caisses Desjardins du Quebec | 739,817 | $35.4M | 0.18% | −104,631−12.4% | Reduced |
| HRT Financial LP | 721,366 | $35.0M | 0.22% | +364,555+102.2% | Added |
| Wells Fargo & Company | 691,886 | $33.5M | 0.01% | +41,258+6.3% | Added |
| Natixis Advisors, L.P. | 691,580 | $33.5M | 0.06% | +42,356+6.5% | Added |
| Bank of New York Mellon Corp | 654,715 | $31.7M | 0.01% | −8,674−1.3% | Reduced |
| Citadel Advisors LLC | 645,961 | $31.3M | 0.03% | +552,288+589.6% | Added |
| Deutsche Bank AG | 573,939 | $27.8M | 0.01% | +58,332+11.3% | Added |
| MUFG Securities (Canada), Ltd. | 574,517 | $27.8M | 0.97% | +6,338+1.1% | Added |
| Northern Trust Corp | 560,827 | $27.2M | 0.00% | +134,233+31.5% | Added |
| UBS Group AG | 557,691 | $27.0M | 0.01% | +208,187+59.6% | Added |
| Ci Investments Inc. | 512,043 | $24.8M | 0.10% | −47,614−8.5% | Reduced |
| LGT Capital Partners Ltd. | 497,000 | $24.1M | 1.07% | +35,000+7.6% | Added |
| Sather Financial Group Inc | 487,687 | $23.6M | 1.54% | −8,926−1.8% | Reduced |
| Compagnie Lombard Odier SCmA | 479,850 | $23.2M | 0.29% | 00.0% | Unchanged |
| Broad Run Investment Management, LLC | 452,652 | $21.9M | 3.66% | −18,035−3.8% | Reduced |
| America First Investment Advisors, LLC | 450,279 | $21.8M | 4.60% | +923+0.2% | Added |
| Envestnet Asset Management Inc | 423,353 | $20.5M | 0.01% | −8,080−1.9% | Reduced |
| Montrusco Bolton Investments Inc. | 422,195 | $20.4M | 0.27% | −96,811−18.7% | Reduced |
| Addenda Capital Inc. | 292,162 | $20.4M | 0.75% | −22,640−7.2% | Reduced |
| Ameriprise Financial Inc | 413,879 | $20.2M | 0.01% | +7,503+1.8% | Added |
| QV Investors Inc. | 407,616 | $19.7M | 1.99% | −7,149−1.7% | Reduced |
| Marathon Asset Mgmt Ltd | 397,477 | $19.2M | 0.59% | −9,693−2.4% | Reduced |
| Portland Investment Counsel Inc. | 394,150 | $19.1M | 5.80% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 386,867 | $18.7M | 0.03% | +386,867 | New |
| Segall Bryant & Hamill, LLC | 380,974 | $18.5M | 0.28% | −14,989−3.8% | Reduced |
| McDonald Capital Investors Inc | 378,798 | $18.4M | 1.16% | −8,464−2.2% | Reduced |
| Renaissance Technologies LLC | 377,200 | $18.3M | 0.03% | +13,500+3.7% | Added |
| BlackRock, Inc. | 360,110 | $17.4M | 0.00% | +240,667+201.5% | Added |
| CIBC Private Wealth Group, LLC | 377,282 | $16.2M | 0.03% | +3,767+1.0% | Added |
| Guardian Partners Inc. | 317,177 | $15.5M | 1.60% | −5,014−1.6% | Reduced |
| Cortland Associates Inc | 313,637 | $15.2M | 1.82% | −251,983−44.5% | Reduced |
| Great West Life Assurance Co | 297,583 | $14.2M | 0.03% | −2,529−0.8% | Reduced |
| Amundi | 301,526 | $14.2M | 0.01% | +80,580+36.5% | Added |
| Sequoia Financial Advisors, LLC | 289,382 | $14.0M | 0.11% | −50,566−14.9% | Reduced |
| Wellington Management Group LLP | 288,316 | $14.0M | 0.00% | −43,001−13.0% | Reduced |
| Bruni J V & Co | 287,965 | $14.0M | 1.62% | −5,480−1.9% | Reduced |
| Baskin Financial Services Inc. | 281,046 | $13.6M | 1.11% | −6,490−2.3% | Reduced |
| Nuveen, LLC | 277,635 | $13.4M | 0.00% | +277,635 | New |
| Schroder Investment Management Group | 277,038 | $13.4M | 0.01% | +112,304+68.2% | Added |
| Citigroup Inc | 271,489 | $13.1M | 0.01% | +167,931+162.2% | Added |
| Motley Fool Wealth Management, LLC | 261,410 | $12.7M | 0.75% | −35,792−12.0% | Reduced |
| UBS Asset Management Americas Inc | 261,050 | $12.6M | 0.00% | +24,013+10.1% | Added |
| Capital International Inc | 259,710 | $12.6M | 0.15% | +17,319+7.1% | Added |
| Capital International Sarl | 249,910 | $12.1M | 0.27% | +13,946+5.9% | Added |
| O'Shaughnessy Asset Management, LLC | 248,760 | $12.0M | 0.10% | +77,554+45.3% | Added |
| Stifel Financial Corp | 241,326 | $11.7M | 0.01% | +4,602+1.9% | Added |
| Schwartz Investment Counsel Inc | 237,275 | $11.5M | 0.40% | 00.0% | Unchanged |