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Brookfield Asset Management Ltd.

BAM
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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.

Q1 2025 vs. Q4 2024

How the institutions holding Brookfield Asset Management Ltd. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of BAM: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders57111590+30
Shares296.6M2.11M1.49B+1.19B (+405.5%)
Value$16.1B$114.5M$72.1B+$56.2B (+351.5%)

11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to BAM in Q1 2025
InstitutionSharesValue% of portfolio
Brookfield Asset Management Inc.1,193,021,145$57.8B76.69%
Susquehanna International Group, LLP1,775,684$86.0M0.14%
MUFG Securities EMEA plc574,999$40.1M1.03%
Adage Capital Partners GP, L.L.C.386,867$18.7M0.03%
Nuveen, LLC277,635$13.4M0.00%
Bridgewater Associates, LP219,847$10.6M0.05%
Verition Fund Management LLC193,439$9.37M0.05%
D. E. Shaw & Co., Inc.165,886$8.04M0.01%
Susquehanna Advisors Group, Inc.160,637$7.78M0.50%
Jain Global LLC159,832$7.74M0.16%
Voloridge Investment Management, LLC158,518$7.68M0.03%
Intact Investment Management Inc.132,900$6.43M0.22%
Capula Management Ltd119,710$5.80M0.04%
Woodmont Investment Counsel LLC119,337$5.78M0.42%
Cumberland Partners Ltd114,845$5.56M0.43%
Point72 Europe (London) LLP105,100$5.09M0.35%
SG Americas Securities, LLC96,865$4.77M0.02%
Balyasny Asset Management LLC94,348$4.57M0.01%
Landmark Investment Partners, L.P.76,460$3.70M1.16%
Jefferies Financial Group Inc.63,795$3.09M0.05%
Capstone Investment Advisors, LLC61,530$2.98M0.03%
Greenland Capital Management LP61,323$2.97M0.51%
Van Eck Associates Corp8,294$2.90M0.00%
Prana Capital Management, LP56,032$2.71M0.11%
PEAK6 LLC47,989$2.33M0.09%
Brevan Howard Capital Management LP47,154$2.28M0.06%
Hudson Bay Capital Management LP38,390$1.86M0.01%
Landscape Capital Management, L.L.C.35,665$1.73M0.15%
Maven Securities LTD30,000$1.45M0.32%
Generali Asset Management SPA SGR19,827$1.38M0.03%
Cannon Global Investment Management, LLC26,000$1.26M3.47%
Investment Management Corp of Ontario24,071$1.17M0.02%
Scientech Research LLC23,668$1.15M0.30%
FORA Capital, LLC20,597$997.9K0.10%
Laurion Capital Management LP15,000$726.8K0.06%
Corient IA LLC14,525$703.7K0.50%
Jump Financial, LLC12,990$629.4K0.01%
Magnetar Financial LLC11,124$539.0K0.01%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.10,057$487.3K0.23%
Warren Averett Asset Management, LLC9,693$469.6K0.01%
Wexford Capital LP9,000$436.1K0.11%
Cambria Investment Management, L.P.8,962$434.2K0.03%
DRW Securities, LLC8,900$431.2K0.04%
Stamos Capital Partners, L.P.8,088$391.9K0.10%
SummitTX Capital, L.P.7,786$377.2K0.02%
Carson Advisory Inc.7,650$370.6K0.25%
CTC Alternative Strategies, Ltd.6,800$329.5K0.40%
Berkshire Asset Management LLC5,755$327.3K0.02%
Twinbeech Capital LP6,635$321.5K0.01%
ASR Vermogensbeheer N.V.6,595$319.2K0.00%
111 Capital6,564$317.8K0.06%
Integrity Alliance, LLC.5,797$280.9K0.01%
Virtu Financial LLC5,396$261.0K0.01%
Aspen Grove Capital, LLC5,006$242.5K0.05%
AQR Capital Management LLC4,848$234.9K0.00%
Mercer Global Advisors Inc4,347$210.6K0.00%
Y-Intercept (Hong Kong) Ltd4,230$204.9K0.01%
Belmont Capital, LLC3,918$189.8K0.03%
Danske Bank A/S3,392$164.6K0.00%
Pacer Advisors, Inc.3,360$162.6K0.00%
Quantbot Technologies LP2,514$121.8K0.00%
DAGCO, Inc.1,765$85.5K0.03%
Quarry LP1,582$76.6K0.02%
eCIO, Inc.1,329$64.4K0.02%
Coldstream Capital Management Inc1,128$54.6K0.00%
Leonteq Securities AG1,100$53.3K0.00%
Ravenstone Capital Management Inc.1,075$52.1K0.03%
SRS Capital Advisors, Inc.668$32.4K0.00%
Rossby Financial, LCC523$27.7K0.01%
St Germain D J Co Inc536$26.0K0.00%
Stone House Investment Management, LLC385$18.6K0.00%
Wayfinding Financial, LLC250$12.0K0.01%
Zions Bancorporation, National Association184$8.91K0.00%
Greykasell Wealth Strategies, Inc.149$7.22K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP124$6.27K0.00%
North Capital, Inc.112$5.43K0.01%
Accredited Wealth Management, LLC71$3.44K0.00%
Skopos Labs, Inc.59$2.86K0.00%
Garrison Bradford & Associates Inc46$2.23K0.00%
NewSquare Capital LLC45$2.18K0.00%
Hughes Financial Services, LLC44$2.18K0.00%
Crewe Advisors LLC44$2.13K0.00%
Sofos Investments, Inc.22$1.07K0.00%
Iron Horse Wealth Management, LLC20$9690.00%
DB Fitzpatrick & Co, Inc20$9690.00%
Private Wealth Asset Management, LLC18$8720.00%
Garde Capital, Inc.6$2910.00%

Sold out (57)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of BAM in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Charles Schwab Investment Management Inc842,141$45.7M
Arrowstreet Capital, Limited Partnership346,785$18.8M
River Road Asset Management, LLC104,711$5.67M
Confluence Investment Management LLC85,418$4.63M
First Hawaiian Bank51,121$2.77M
Nebula Research & Development LLC43,758$2.37M
Templeton & Phillips Capital Management, LLC31,325$1.80M
Aster Capital Management (DIFC) Ltd27,520$1.49M
Nomura Holdings Inc25,881$1.40M
Park Avenue Securities LLC19,771$1.07M
Cinctive Capital Management LP18,918$1.03M
Benjamin Edwards Inc15,540$842.5K
Choate Investment Advisors9,580$519.1K
Mitsubishi UFJ Trust & Banking Corp9,100$493.1K
Kovack Advisors, Inc.7,972$432.0K
Bayesian Capital Management, LP7,511$407.0K
Allianz SE7,406$401.3K
Royce & Associates LP7,378$399.8K
Denali Advisors LLC6,288$340.7K
Advisors Capital Management, LLC6,285$340.6K
Proequities, Inc.5,201$297.2K
IHT Wealth Management, LLC4,926$267.0K
Brinker Capital Investments, LLC4,627$250.7K
Orion Portfolio Solutions, LLC4,627$250.7K
Wolverine Trading, LLC4,351$237.5K
SageView Advisory Group, LLC4,183$226.7K
Nexus Investment Management ULC4,104$222.1K
Jarislowsky, Fraser Ltd3,879$210.3K
Oppenheimer Asset Management Inc.3,856$209.0K
Ambassador Advisors, LLC3,829$207.5K
Verdence Capital Advisors LLC3,764$204.0K
Grimes & Company, Inc.3,742$202.8K
Midland Wealth Advisors LLC3,740$202.7K
Heron Bay Capital Management3,712$201.2K
FNY Investment Advisers, LLC3,600$195.0K
Clear Street Markets LLC2,800$151.7K
Simplex Trading, LLC1,419$76.0K
Redwood Park Advisors LLC1,177$63.8K
Kapitalo Investimentos Ltda995$53.9K
Mendota Financial Group, LLC750$40.6K
Group One Trading, L.P.670$36.3K
Harvest Fund Management Co., Ltd331$18.0K
GeoWealth Management, LLC311$16.9K
Coppell Advisory Solutions LLC285$15.6K
Oarsman Capital, Inc.245$13.3K
Dixon Mitchell Investment Counsel Inc.120$6.50K
Tucker Asset Management LLC69$3.74K
YANKCOM Partnership35$1.90K
Decker Retirement Planning Inc.29$1.57K
Creekmur Asset Management LLC29$1.57K
Bogart Wealth, LLC27$1.46K
Concord Wealth Partners22$1.19K
Fairman Group, LLC12$650
Van Hulzen Asset Management, LLC11$597
Eagle Bay Advisors LLC6$325
UMA Financial Services, Inc.5$271
Allspring Global Investments Holdings, LLC2$94

Not filed for Q1 2025 yet (11)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Madison Investment Advisors, LLC1,736,887$94.1M
Nuveen Asset Management, LLC323,027$17.5M
Strategic Wealth Partners, Ltd.28,647$1.65M
Dorchester Wealth Management Co8,702$471.5K
RE Dickinson Investment Advisors, LLC6,962$377.3K
Wetherby Asset Management Inc3,902$211.5K
Global Retirement Partners, LLC1,406$76.2K
HBC Financial Services, PLLC1,400$75.0K
Wintrust Investments LLC598$32.0K
Legacy Investment Solutions, LLC190$11.0K
Zions Bancorporation, N.A.184$9.97K