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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 5,705 | $276.4K | 0.00% | −149−2.5% | Reduced |
| RSM US Wealth Management LLC | 5,738 | $278.0K | 0.00% | −4,349−43.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,750 | $278.6K | 0.01% | 00.0% | Unchanged |
| Lincluden Management Ltd | 5,778 | $280.0K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 5,780 | $280.0K | 0.14% | −175−2.9% | Reduced |
| Integrity Alliance, LLC. | 5,797 | $280.9K | 0.01% | +5,797 | New |
| Moseley Investment Management Inc | 5,811 | $281.5K | 0.11% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,867 | $284.3K | 0.01% | +163+2.9% | Added |
| Gateway Investment Advisers LLC | 6,004 | $290.9K | 0.00% | −2,645−30.6% | Reduced |
| Bryn Mawr Trust Co | 6,127 | $296.9K | 0.01% | +33+0.5% | Added |
| Moors & Cabot, Inc. | 6,154 | $298.2K | 0.02% | −2,386−27.9% | Reduced |
| Princeton Global Asset Management LLC | 6,162 | $298.5K | 0.06% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 6,196 | $300.2K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,251 | $302.9K | 0.00% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,259 | $303.0K | 0.09% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,258 | $303.0K | 0.03% | +6,252+104,200.0% | Added |
| Northwest Financial Advisors | 6,276 | $304.1K | 0.25% | +5+0.1% | Added |
| Integrated Wealth Concepts LLC | 6,308 | $305.6K | 0.00% | −125−1.9% | Reduced |
| Dimensional Fund Advisors LP | 6,323 | $306.4K | 0.00% | +5+0.1% | Added |
| Principal Street Partners, LLC | 6,346 | $307.5K | 0.06% | +12+0.2% | Added |
| Cigna Investments Inc | 6,466 | $313.0K | 0.06% | −284−4.2% | Reduced |
| Proficio Capital Partners LLC | 6,481 | $314.0K | 0.02% | 00.0% | Unchanged |
| 111 Capital | 6,564 | $317.8K | 0.06% | +6,564 | New |
| Kestra Advisory Services, LLC | 6,574 | $318.5K | 0.00% | −77−1.2% | Reduced |
| ASR Vermogensbeheer N.V. | 6,595 | $319.2K | 0.00% | +6,595 | New |
| Twinbeech Capital LP | 6,635 | $321.5K | 0.01% | +6,635 | New |
| Credit Agricole S A | 6,640 | $321.7K | 0.00% | −500−7.0% | Reduced |
| Heritage Wealth Advisors | 6,668 | $323.1K | 0.02% | −5−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,700 | $324.9K | 0.00% | −2,690−28.6% | Reduced |
| Argent Trust Co | 6,723 | $325.7K | 0.01% | −783−10.4% | Reduced |
| Berkshire Asset Management LLC | 5,755 | $327.3K | 0.02% | +5,755 | New |
| Kestra Private Wealth Services, LLC | 6,798 | $329.4K | 0.01% | +2,006+41.9% | Added |
| CTC Alternative Strategies, Ltd. | 6,800 | $329.5K | 0.40% | +6,800 | New |
| Wulff, Hansen & Co. | 6,855 | $332.1K | 0.30% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $346.4K | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,158 | $346.8K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 7,171 | $347.4K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 7,599 | $368.2K | 0.39% | 00.0% | Unchanged |
| Carson Advisory Inc. | 7,650 | $370.6K | 0.25% | +7,650 | New |
| SummitTX Capital, L.P. | 7,786 | $377.2K | 0.02% | +7,786 | New |
| Brown Brothers Harriman & Co | 7,822 | $379.0K | 0.00% | −1,017−11.5% | Reduced |
| HB Wealth Management, LLC | 8,003 | $387.7K | 0.00% | +3,316+70.7% | Added |
| Everett Harris & Co | 8,078 | $391.4K | 0.01% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 8,088 | $391.9K | 0.10% | +8,088 | New |
| Captrust Financial Advisors | 8,403 | $407.1K | 0.00% | +342+4.2% | Added |
| Radnor Capital Management, LLC | 8,760 | $424.0K | 0.07% | 00.0% | Unchanged |
| DRW Securities, LLC | 8,900 | $431.2K | 0.04% | +8,900 | New |
| Cambria Investment Management, L.P. | 8,962 | $434.2K | 0.03% | +8,962 | New |
| Wexford Capital LP | 9,000 | $436.1K | 0.11% | +9,000 | New |
| Summit Financial, LLC | 9,051 | $438.5K | 0.01% | +2,305+34.2% | Added |
| NJ State Employees Deferred Compensation Plan | 9,092 | $440.5K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 8,291 | $449.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9,423 | $456.5K | 0.01% | +2,794+42.1% | Added |
| Avantax Advisory Services, Inc. | 9,607 | $465.5K | 0.00% | +176+1.9% | Added |
| Intech Investment Management LLC | 9,650 | $467.1K | 0.00% | +5,013+108.1% | Added |
| K.J. Harrison & Partners Inc | 9,649 | $467.6K | 0.09% | +27+0.3% | Added |
| Warren Averett Asset Management, LLC | 9,693 | $469.6K | 0.01% | +9,693 | New |
| Triasima Portfolio Management inc. | 9,728 | $470.8K | 0.09% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 9,729 | $471.4K | 0.19% | −15−0.2% | Reduced |
| UniSuper Management Pty Ltd | 6,800 | $473.7K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 9,800 | $474.8K | 0.09% | +24+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 9,889 | $479.1K | 0.03% | +577+6.2% | Added |
| Maltese Capital Management LLC | 10,000 | $484.5K | 0.08% | −27,500−73.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 10,057 | $487.3K | 0.23% | +10,057 | New |
| Advisors Asset Management, Inc. | 10,171 | $492.8K | 0.01% | +314+3.2% | Added |
| Assenagon Asset Management S.A. | 10,183 | $492.9K | 0.00% | +6,225+157.3% | Added |
| Allianz Asset Management GmbH | 10,216 | $494.5K | 0.00% | −48,855−82.7% | Reduced |
| Mutual Advisors, LLC | 9,350 | $495.1K | 0.01% | +952+11.3% | Added |
| Atomi Financial Group, Inc. | 10,362 | $502.0K | 0.02% | +951+10.1% | Added |
| Advisory Services Network, LLC | 10,440 | $505.8K | 0.01% | +560+5.7% | Added |
| Leavell Investment Management, Inc. | 10,498 | $508.6K | 0.03% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 10,565 | $511.9K | 0.32% | +18+0.2% | Added |
| Atria Investments LLC | 10,681 | $517.5K | 0.01% | −4,382−29.1% | Reduced |
| Kraematon Investment Advisors, Inc | 10,751 | $520.9K | 0.53% | +22+0.2% | Added |
| Metis Global Partners, LLC | 10,828 | $524.2K | 0.01% | −1,103−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 10,938 | $529.9K | 0.02% | +5,427+98.5% | Added |
| Pacifica Partners Inc. | 11,361 | $533.6K | 0.24% | +10+0.1% | Added |
| Magnetar Financial LLC | 11,124 | $539.0K | 0.01% | +11,124 | New |
| National Philanthropic Trust | 11,241 | $544.6K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 11,339 | $548.9K | 0.00% | +1,391+14.0% | Added |
| Truist Financial Corp | 11,413 | $552.9K | 0.00% | −13,755−54.7% | Reduced |
| BNP Paribas Arbitrage, SA | 11,455 | $555.0K | 0.00% | +8,084+239.8% | Added |
| Check Capital Management Inc | 11,586 | $561.3K | 0.04% | +50+0.4% | Added |
| Allen Investment Management LLC | 11,759 | $569.7K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 11,822 | $585.2K | 0.22% | −85−0.7% | Reduced |
| Carnegie Lake Advisors LLC | 12,301 | $596.0K | 0.24% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 12,417 | $601.6K | 0.12% | −25−0.2% | Reduced |
| Needham Investment Management LLC | 12,570 | $608.5K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,653 | $613.0K | 0.00% | +726+6.1% | Added |
| Herold Advisors, Inc. | 12,793 | $619.2K | 0.14% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,918 | $621.2K | 0.10% | +4,893+121.6% | Added |
| United Services Automobile Association | 12,824 | $622.5K | 0.02% | +445+3.6% | Added |
| Jump Financial, LLC | 12,990 | $629.4K | 0.01% | +12,990 | New |
| Ritholtz Wealth Management | 13,005 | $630.1K | 0.02% | −74−0.6% | Reduced |
| Bridges Investment Management Inc | 13,057 | $632.6K | 0.01% | +618+5.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,592 | $661.3K | 0.01% | +218+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,711 | $664.0K | 0.00% | +7+0.1% | Added |
| Price T Rowe Associates Inc | 13,704 | $664.0K | 0.00% | −206−1.5% | Reduced |
| Clearbridge Investments, LLC | 13,932 | $675.0K | 0.00% | −2,210−13.7% | Reduced |
| Culbertson A N & Co Inc | 14,105 | $683.4K | 0.11% | 00.0% | Unchanged |