Brookfield Asset Management Ltd.

BAM

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0001937926

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2025: 590 institutions

Value heldQ1 2025: $72.1B

Institutions holding BAM and their total value by quarter
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.

Institutions holding BAM in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Parkworth Wealth Management, Inc.	1	$48	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	1	$49	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	1	$49	0.00%	00.0%	Unchanged
Transce3nd, LLC	3	$145	0.00%	−438−99.3%	Reduced
New Millennium Group LLC	3	$145	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	4	$194	0.00%	−13−76.5%	Reduced
Rothschild Investment LLC	4	$194	0.00%	00.0%	Unchanged
Garde Capital, Inc.	6	$291	0.00%	+6	New
Aventura Private Wealth, LLC	7	$339	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	8	$388	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	8	$388	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	8	$388	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	11	$533	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	13	$630	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	14	$678	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	15	$727	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	18	$872	0.00%	+18	New
Iron Horse Wealth Management, LLC	20	$969	0.00%	+20	New
DB Fitzpatrick & Co, Inc	20	$969	0.00%	+20	New
Covestor Ltd	26	$1.00K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	22	$1.07K	0.00%	+22	New
Fifth Third Bancorp	25	$1.21K	0.00%	+6+31.6%	Added
Bellevue Asset Management, LLC	26	$1.26K	0.00%	00.0%	Unchanged
Ronald Blue Trust, Inc.	28	$1.36K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	31	$1.50K	0.00%	00.0%	Unchanged
Golden State Wealth Management, LLC	33	$1.60K	0.00%	00.0%	Unchanged
Abound Wealth Management	33	$1.60K	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	34	$1.65K	0.00%	−607−94.7%	Reduced
Old Point Trust & Financial Services N A	37	$1.79K	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	40	$1.94K	0.00%	00.0%	Unchanged
Stonebridge Financial Group, LLC	44	$2.13K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	44	$2.13K	0.00%	+44	New
Hughes Financial Services, LLC	44	$2.18K	0.00%	+44	New
Ridgewood Investments LLC	45	$2.18K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	45	$2.18K	0.00%	+45	New
Garrison Bradford & Associates Inc	46	$2.23K	0.00%	+46	New
Carolina Wealth Advisors, LLC	47	$2.28K	0.00%	00.0%	Unchanged
VSM Wealth Advisory, LLC	48	$2.33K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	51	$2.47K	0.00%	+32+168.4%	Added
Cornerstone Planning Group LLC	52	$2.63K	0.00%	+13+33.3%	Added
Skopos Labs, Inc.	59	$2.86K	0.00%	+59	New
Mar Vista Investment Partners LLC	61	$2.96K	0.00%	−29−32.2%	Reduced
Harbor Investment Advisory, LLC	65	$3.15K	0.00%	00.0%	Unchanged
Robinswood Financial LLC	66	$3.20K	0.00%	00.0%	Unchanged
Accredited Wealth Management, LLC	71	$3.44K	0.00%	+71	New
Beacon Capital Management, LLC	74	$3.60K	0.00%	+20+37.0%	Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA	76	$3.69K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	78	$3.78K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	79	$3.83K	0.00%	00.0%	Unchanged
Flagship Wealth Advisors, LLC	80	$3.87K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	82	$3.97K	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	83	$4.02K	0.00%	−190−69.6%	Reduced
Fortis Group Advisors, LLC	84	$4.07K	0.00%	00.0%	Unchanged
Darwin Advisors, LLC	79	$4.28K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	90	$4.36K	0.00%	−56−38.4%	Reduced
Western Pacific Wealth Management, LP	97	$4.70K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	100	$4.84K	0.00%	00.0%	Unchanged
Park Square Financial Group, LLC	100	$4.84K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	105	$5.09K	0.00%	+70+200.0%	Added
Accent Capital Management, LLC	106	$5.14K	0.00%	00.0%	Unchanged
North Capital, Inc.	112	$5.43K	0.01%	+112	New
JNBA Financial Advisors	129	$6.25K	0.00%	00.0%	Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP	124	$6.27K	0.00%	+124	New
Assetmark, Inc	130	$6.30K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	132	$6.38K	0.00%	+1+0.8%	Added
CVA Family Office, LLC	132	$6.39K	0.00%	−11−7.7%	Reduced
Compass Planning Associates Inc	135	$6.54K	0.01%	+1+0.7%	Added
Smartleaf Asset Management LLC	142	$6.89K	0.00%	−14−9.0%	Reduced
Greykasell Wealth Strategies, Inc.	149	$7.22K	0.00%	+149	New
Delta Asset Management LLC	155	$7.51K	0.00%	00.0%	Unchanged
Costello Asset Management, INC	160	$7.75K	0.00%	+84+110.5%	Added
Zions Bancorporation, National Association	184	$8.91K	0.00%	+184	New
Kings Path Partners LLC	188	$9.11K	0.00%	00.0%	Unchanged
Legacy Wealth Managment, LLC	190	$9.21K	0.01%	00.0%	Unchanged
FSA Wealth Management LLC	196	$9.50K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	207	$10.0K	0.00%	00.0%	Unchanged
Promus Capital, LLC	237	$11.5K	0.01%	00.0%	Unchanged
Cary Street Partners Financial LLC	247	$12.0K	0.00%	−9−3.5%	Reduced
Lazard Asset Management LLC	253	$12.0K	0.00%	−28−10.0%	Reduced
Wayfinding Financial, LLC	250	$12.0K	0.01%	+250	New
Motco	248	$12.0K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	262	$12.7K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	305	$14.8K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	306	$14.8K	0.00%	−33−9.7%	Reduced
Prestige Wealth Management Group LLC	331	$16.0K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	350	$17.0K	0.00%	−9,600−96.5%	Reduced
EMC Capital Management	349	$17.0K	0.01%	00.0%	Unchanged
Sierra Ocean, LLC	373	$18.1K	0.01%	+282+309.9%	Added
Community Bank, N.A.	382	$18.5K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	385	$18.6K	0.00%	+385	New
GAMMA Investing LLC	387	$18.8K	0.00%	00.0%	Unchanged
Briaud Financial Planning, Inc	408	$19.0K	0.01%	00.0%	Unchanged
Acadian Asset Management LLC	435	$21.0K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	437	$21.2K	0.00%	+265+154.1%	Added
Spire Wealth Management	441	$21.4K	0.00%	00.0%	Unchanged
Hara Capital LLC	451	$21.9K	0.01%	−113−20.0%	Reduced
Allworth Financial LP	462	$24.2K	0.00%	+38+9.0%	Added
Cullen/Frost Bankers, Inc.	525	$25.4K	0.00%	−432−45.1%	Reduced
St Germain D J Co Inc	536	$26.0K	0.00%	+536	New
Nisa Investment Advisors, LLC	539	$26.1K	0.00%	00.0%	Unchanged