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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.

Institutional holdersQ1 2025: 590 institutions
Q1 2021: 600 institutionsQ2 2021: 630 institutionsQ3 2021: 662 institutionsQ4 2021: 734 institutionsQ1 2022: 730 institutionsQ2 2022: 714 institutionsQ3 2022: 685 institutionsQ4 2022: 456 institutionsQ1 2023: 465 institutionsQ2 2023: 456 institutionsQ3 2023: 451 institutionsQ4 2023: 479 institutionsQ1 2024: 488 institutionsQ2 2024: 529 institutionsQ3 2024: 551 institutionsQ4 2024: 571 institutionsQ1 2025: 590 institutionsQ2 2025: 606 institutionsQ3 2025: 589 institutionsQ4 2025: 633 institutionsQ1 2026: 633 institutionsQ2 2026: 629 institutions
Value heldQ1 2025: $72.1B
Q1 2021: $43.9BQ2 2021: $50.4BQ3 2021: $54.2BQ4 2021: $60.9BQ1 2022: $56.7BQ2 2022: $44.7BQ3 2022: $41.6BQ4 2022: $7.09BQ1 2023: $8.43BQ2 2023: $8.60BQ3 2023: $8.78BQ4 2023: $10.8BQ1 2024: $11.6BQ2 2024: $11.3BQ3 2024: $14.0BQ4 2024: $16.1BQ1 2025: $72.1BQ2 2025: $82.7BQ3 2025: $85.2BQ4 2025: $78.1BQ1 2026: $65.9BQ2 2026: $67.0B
Institutions holding BAM and their total value by quarter
QuarterHoldersValue
Q2 2026629$67.0B
Q1 2026633$65.9B
Q4 2025633$78.1B
Q3 2025589$85.2B
Q2 2025606$82.7B
Q1 2025590$72.1B
Q4 2024571$16.1B
Q3 2024551$14.0B
Q2 2024529$11.3B
Q1 2024488$11.6B
Q4 2023479$10.8B
Q3 2023451$8.78B
Q2 2023456$8.60B
Q1 2023465$8.43B
Q4 2022456$7.09B
Q3 2022685$41.6B
Q2 2022714$44.7B
Q1 2022730$56.7B
Q4 2021734$60.9B
Q3 2021662$54.2B
Q2 2021630$50.4B
Q1 2021600$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
InstitutionSharesValue% of portfolioChange in sharesAction
Pinnacle Financial Partners Inc494$26.8K0.00%00.0%Unchanged
Trust Co of Vermont562$27.2K0.00%00.0%Unchanged
CoreCap Advisors, LLC566$27.4K0.00%00.0%Unchanged
Rossby Financial, LCC523$27.7K0.01%+523New
IFP Advisors, Inc579$28.1K0.00%+11+1.9%Added
Mountain Hill Investment Partners Corp.597$28.9K0.03%00.0%Unchanged
Washington Trust Co640$31.0K0.00%−423−39.8%Reduced
SRS Capital Advisors, Inc.668$32.4K0.00%+668New
Grayhawk Investment Strategies Inc.710$34.4K0.08%00.0%Unchanged
Lummis Asset Management, LP797$38.6K0.03%00.0%Unchanged
GWM Advisors LLC861$41.7K0.00%+3+0.3%Added
Shell Asset Management Co889$43.0K0.00%−37−4.0%Reduced
Pin Oak Investment Advisors Inc893$43.0K0.03%00.0%Unchanged
Legacy Bridge, LLC909$44.0K0.02%−454−33.3%Reduced
Truvestments Capital LLC937$45.4K0.01%+432+85.5%Added
Harbour Investments, Inc.940$45.5K0.00%+14+1.5%Added
Rhumbline Advisers997$48.3K0.00%−940−48.5%Reduced
BFSG, LLC1,007$48.8K0.01%00.0%Unchanged
Quent Capital, LLC1,025$49.6K0.01%−104−9.2%Reduced
Bartlett & Co. Wealth Management LLC1,035$50.1K0.00%00.0%Unchanged
Addison Advisors LLC1,054$51.1K0.01%00.0%Unchanged
Massmutual Trust Co FSB1,060$51.4K0.00%−60−5.4%Reduced
Ravenstone Capital Management Inc.1,075$52.1K0.03%+1,075New
Plato Investment Management Ltd1,075$52.6K0.00%−9,294−89.6%Reduced
Larson Financial Group LLC1,097$53.1K0.00%+1,004+1,079.6%Added
Leonteq Securities AG1,100$53.3K0.00%+1,100New
Provenance Wealth Advisors, LLC1,124$54.5K0.01%−1,212−51.9%Reduced
Coldstream Capital Management Inc1,128$54.6K0.00%+1,128New
Richardson Financial Services Inc.1,200$58.1K0.04%+100+9.1%Added
Private Trust Co NA1,251$60.6K0.01%+50+4.2%Added
Farther Finance Advisors, LLC1,231$60.9K0.00%+52+4.4%Added
Continuum Advisory, LLC1,269$61.5K0.01%+55+4.5%Added
HM Payson & Co1,300$63.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management1,298$63.0K0.01%00.0%Unchanged
eCIO, Inc.1,329$64.4K0.02%+1,329New
Key Financial Inc1,513$73.2K0.02%00.0%Unchanged
Parallel Advisors, LLC1,558$75.5K0.00%+719+85.7%Added
Atlantic Trust, LLC1,575$76.3K0.02%00.0%Unchanged
Quarry LP1,582$76.6K0.02%+1,582New
Cromwell Holdings LLC1,591$77.1K0.05%00.0%Unchanged
Financial Perspectives, Inc1,620$78.5K0.03%00.0%Unchanged
EverSource Wealth Advisors, LLC1,656$80.2K0.00%+35+2.2%Added
Parkside Financial Bank & Trust1,714$83.1K0.01%00.0%Unchanged
DAGCO, Inc.1,765$85.5K0.03%+1,765New
Anchor Investment Management, LLC1,815$87.9K0.01%−28−1.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,926$93.3K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.1,947$94.3K0.02%+720+58.7%Added
Wolverine Asset Management LLC1,973$95.6K0.00%00.0%Unchanged
GoalVest Advisory LLC1,990$96.4K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,015$97.6K0.00%+299+17.4%Added
Financial Management Professionals, Inc.2,136$103.5K0.01%+763+55.6%Added
Huntington National Bank2,257$109.3K0.00%−1,192−34.6%Reduced
Lindbrook Capital, LLC2,413$116.9K0.01%+239+11.0%Added
CWM, LLC2,428$118.0K0.00%−514−17.5%Reduced
Quantbot Technologies LP2,514$121.8K0.00%+2,514New
Farmers & Merchants Investments Inc2,519$122.0K0.00%00.0%Unchanged
State of Wyoming2,534$122.6K0.02%−4,002−61.2%Reduced
Public Employees Retirement Association of Colorado2,606$126.0K0.00%00.0%Unchanged
Versant Capital Management, Inc2,714$131.4K0.02%+1,895+231.4%Added
Sterling Capital Management LLC2,870$139.1K0.00%−6,267−68.6%Reduced
SBI Securities Co., Ltd.3,204$155.2K0.01%−61−1.9%Reduced
Jones Financial Companies LLLP3,246$157.4K0.00%+769+31.0%Added
Pacer Advisors, Inc.3,360$162.6K0.00%+3,360New
Danske Bank A/S3,392$164.6K0.00%+3,392New
Geneos Wealth Management Inc.3,637$176.2K0.01%+46+1.3%Added
Icon Wealth Advisors, LLC3,670$177.8K0.01%+1,542+72.5%Added
Belmont Capital, LLC3,918$189.8K0.03%+3,918New
Signaturefd, LLC4,209$203.9K0.00%+1,913+83.3%Added
Y-Intercept (Hong Kong) Ltd4,230$204.9K0.01%+4,230New
Stratos Wealth Partners, LTD.4,283$207.6K0.00%−139−3.1%Reduced
Allie Family Office LLC4,302$208.4K0.11%00.0%Unchanged
Mercer Global Advisors Inc4,347$210.6K0.00%+4,347New
Focus Financial Network, Inc.4,442$215.2K0.01%+218+5.2%Added
Washington Trust Advisors, Inc.4,495$217.8K0.02%00.0%Unchanged
Oppenheimer & Co Inc4,523$219.1K0.00%+202+4.7%Added
Compass Ion Advisors, LLC4,529$219.4K0.03%00.0%Unchanged
Keybank National Association4,712$228.3K0.00%−251−5.1%Reduced
Morse Asset Management, Inc4,769$231.1K0.06%+999+26.5%Added
Laurus Investment Counsel Inc.4,827$233.9K0.16%00.0%Unchanged
Hilltop Holdings Inc.4,831$234.1K0.01%−122−2.5%Reduced
AQR Capital Management LLC4,848$234.9K0.00%+4,848New
National Asset Management, Inc.4,907$237.7K0.01%+56+1.2%Added
Transcend Wealth Collective, LLC4,932$239.0K0.02%00.0%Unchanged
Heritage Investors Management Corp4,948$240.0K0.01%00.0%Unchanged
Aspen Grove Capital, LLC5,006$242.5K0.05%+5,006New
NewEdge Wealth, LLC5,057$245.0K0.00%+15+0.3%Added
Parsons Capital Management Inc5,122$248.2K0.01%00.0%Unchanged
Silvercrest Asset Management Group LLC5,147$249.4K0.00%00.0%Unchanged
Gilbert & Cook, Inc.5,147$249.4K0.04%+75+1.5%Added
Round Rock Advisors, LLC5,153$249.7K0.05%00.0%Unchanged
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.5,327$258.1K0.04%00.0%Unchanged
United Capital Financial Advisers, LLC5,356$259.5K0.00%+4+0.1%Added
Virtu Financial LLC5,396$261.0K0.01%+5,396New
Bank of Nova Scotia Trust Co5,409$262.1K0.03%+174+3.3%Added
My Legacy Advisors, LLC5,471$265.1K0.10%+84+1.6%Added
Cary Street Partner Investment Advisory LLC5,522$267.5K0.15%−305−5.2%Reduced
Sanctuary Advisors, LLC5,556$269.0K0.00%−15,061−73.1%Reduced
Yorktown Management & Research Co Inc5,637$273.1K0.30%00.0%Unchanged
Searle & Co.5,662$274.1K0.08%00.0%Unchanged
Hemington Wealth Management5,679$275.0K0.04%−19−0.3%Reduced