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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 14,184 | $687.2K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 14,197 | $687.8K | 0.12% | 00.0% | Unchanged |
| Ascent Group, LLC | 14,220 | $689.0K | 0.03% | +3,402+31.4% | Added |
| Corient IA LLC | 14,525 | $703.7K | 0.50% | +14,525 | New |
| GoodHaven Capital Management, LLC | 14,909 | $722.3K | 0.24% | −821−5.2% | Reduced |
| Laurion Capital Management LP | 15,000 | $726.8K | 0.06% | +15,000 | New |
| Crossmark Global Holdings, Inc. | 15,270 | $739.8K | 0.01% | −1,395−8.4% | Reduced |
| HughesLittle Investment Management Ltd. | 15,511 | $751.6K | 0.16% | −775−4.8% | Reduced |
| Foundations Investment Advisors, LLC | 15,569 | $754.3K | 0.01% | +3,919+33.6% | Added |
| Aviva PLC | 15,581 | $754.8K | 0.00% | −35−0.2% | Reduced |
| Gabelli Funds LLC | 15,724 | $761.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,987 | $774.5K | 0.00% | −6,093−27.6% | Reduced |
| Malaga Cove Capital, LLC | 16,575 | $803.1K | 0.35% | +6,883+71.0% | Added |
| Swiss Life Asset Management Ltd | 16,987 | $822.5K | 0.01% | +3,913+29.9% | Added |
| Man Group plc | 17,100 | $828.5K | 0.00% | −16,099−48.5% | Reduced |
| US Bancorp | 17,402 | $843.1K | 0.00% | +1,425+8.9% | Added |
| Chemistry Wealth Management LLC | 17,630 | $854.2K | 0.20% | −957−5.1% | Reduced |
| First Trust Advisors LP | 17,771 | $860.6K | 0.00% | −27,123−60.4% | Reduced |
| Quinn Opportunity Partners LLC | 17,900 | $867.3K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 18,238 | $883.6K | 0.02% | +1,016+5.9% | Added |
| MML Investors Services, LLC | 18,271 | $885.0K | 0.00% | +453+2.5% | Added |
| Williams Jones Wealth Management, LLC. | 18,310 | $887.1K | 0.01% | +756+4.3% | Added |
| Sandy Spring Bank | 18,592 | $900.8K | 0.04% | −2,516−11.9% | Reduced |
| Waterfront Wealth Inc. | 18,659 | $904.0K | 0.22% | −237−1.3% | Reduced |
| Baird Financial Group, Inc. | 20,504 | $993.4K | 0.00% | −10,915−34.7% | Reduced |
| FORA Capital, LLC | 20,597 | $997.9K | 0.10% | +20,597 | New |
| AXA S.A. | 21,063 | $1.02M | 0.00% | −86−0.4% | Reduced |
| Aviso Financial Inc. | 21,177 | $1.03M | 0.05% | −4,671−18.1% | Reduced |
| Quadrant Capital Group LLC | 21,219 | $1.03M | 0.04% | +20,530+2,979.7% | Added |
| Macquarie Group Ltd | 14,793 | $1.03M | 0.00% | +14,785+184,812.5% | Added |
| Diversify Wealth Management, LLC | 19,862 | $1.07M | 0.08% | +2,669+15.5% | Added |
| Blair William & Co | 22,955 | $1.11M | 0.00% | −4,082−15.1% | Reduced |
| Blue Fin Capital, Inc. | 23,163 | $1.12M | 0.22% | −258−1.1% | Reduced |
| Castle Rock Wealth Management, LLC | 23,020 | $1.13M | 0.31% | −8,766−27.6% | Reduced |
| Copeland Capital Management, LLC | 23,508 | $1.14M | 0.02% | −1,129−4.6% | Reduced |
| Mediolanum International Funds Ltd | 23,509 | $1.14M | 0.02% | +14,722+167.5% | Added |
| Lincoln Capital LLC | 23,151 | $1.15M | 0.24% | +210+0.9% | Added |
| Scientech Research LLC | 23,668 | $1.15M | 0.30% | +23,668 | New |
| Ancora Advisors, LLC | 23,824 | $1.15M | 0.03% | +42+0.2% | Added |
| Investment Management Corp of Ontario | 24,071 | $1.17M | 0.02% | +24,071 | New |
| Moneta Group Investment Advisors LLC | 25,506 | $1.24M | 0.02% | −172−0.7% | Reduced |
| Bessemer Group Inc | 25,800 | $1.25M | 0.00% | +120.0% | Added |
| Cannon Global Investment Management, LLC | 26,000 | $1.26M | 3.47% | +26,000 | New |
| Pathstone Holdings, LLC | 26,071 | $1.26M | 0.01% | −3,248−11.1% | Reduced |
| NBT Bank N A | 26,692 | $1.29M | 0.09% | −50−0.2% | Reduced |
| Timber Creek Capital Management LLC | 26,964 | $1.31M | 0.35% | −20.0% | Reduced |
| JustInvest LLC | 27,143 | $1.32M | 0.02% | +5,259+24.0% | Added |
| Generali Asset Management SPA SGR | 19,827 | $1.38M | 0.03% | +19,827 | New |
| Sprott Inc. | 28,891 | $1.40M | 0.08% | +3,005+11.6% | Added |
| Kathleen S. Wright Associates Inc. | 27,783 | $1.41M | 0.58% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 29,257 | $1.42M | 0.43% | −80,668−73.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 29,474 | $1.43M | 0.18% | −2,103−6.7% | Reduced |
| Cerity Partners LLC | 29,482 | $1.43M | 0.00% | +7,901+36.6% | Added |
| Alliancebernstein L.P. | 29,693 | $1.44M | 0.00% | +5,800+24.3% | Added |
| Maven Securities LTD | 30,000 | $1.45M | 0.32% | +30,000 | New |
| Tiaa Trust, National Association | 30,601 | $1.48M | 0.00% | +1,248+4.3% | Added |
| State Street Corp | 31,269 | $1.51M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 32,069 | $1.55M | 0.00% | −400−1.2% | Reduced |
| Colonial Trust Co | 32,863 | $1.59M | 0.25% | +1,099+3.5% | Added |
| Legal & General Group Plc | 32,973 | $1.60M | 0.00% | −606−1.8% | Reduced |
| Ervin Investment Management, LLC | 34,739 | $1.68M | 1.14% | −113−0.3% | Reduced |
| Kirr Marbach & Co LLC | 35,400 | $1.72M | 0.40% | +203+0.6% | Added |
| Landscape Capital Management, L.L.C. | 35,665 | $1.73M | 0.15% | +35,665 | New |
| Spears Abacus Advisors LLC | 35,863 | $1.74M | 0.04% | −1,112−3.0% | Reduced |
| Public Sector Pension Investment Board | 36,336 | $1.76M | 0.01% | +600+1.7% | Added |
| Commonwealth Equity Services, LLC | 36,766 | $1.78M | 0.00% | +5,897+19.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 37,219 | $1.80M | 0.37% | 00.0% | Unchanged |
| M&T Bank Corp | 37,473 | $1.82M | 0.01% | +12,996+53.1% | Added |
| Whittier Trust Co | 37,791 | $1.83M | 0.03% | +1,638+4.5% | Added |
| Avanza Fonder AB | 25,249 | $1.84M | 0.06% | +6,849+37.2% | Added |
| Hudson Bay Capital Management LP | 38,390 | $1.86M | 0.01% | +38,390 | New |
| Guardian Capital LP | 38,601 | $1.87M | 0.07% | −3,900−9.2% | Reduced |
| Tandem Capital Management Corp | 39,076 | $1.89M | 1.06% | −35−0.1% | Reduced |
| Cetera Investment Advisers | 40,042 | $1.94M | 0.00% | +11,008+37.9% | Added |
| Moerus Capital Management LLC | 41,366 | $2.00M | 0.90% | 00.0% | Unchanged |
| Natixis | 42,402 | $2.01M | 0.01% | +12,818+43.3% | Added |
| Public Employees Retirement System of Ohio | 42,057 | $2.04M | 0.01% | −1,577−3.6% | Reduced |
| Mirabella Financial Services LLP | 42,528 | $2.06M | 0.08% | +27,126+176.1% | Added |
| Barclays PLC | 42,737 | $2.07M | 0.00% | +35,245+470.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,002 | $2.08M | 0.00% | +854+2.0% | Added |
| Adalta Capital Management LLC | 43,341 | $2.10M | 1.12% | −37−0.1% | Reduced |
| Live Oak Private Wealth LLC | 44,212 | $2.14M | 0.35% | −54−0.1% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 45,510 | $2.20M | 1.44% | +1,910+4.4% | Added |
| Utah Retirement Systems | 45,766 | $2.22M | 0.03% | −430−0.9% | Reduced |
| Gold Investment Management Ltd. | 45,979 | $2.23M | 0.94% | +4,090+9.8% | Added |
| Brevan Howard Capital Management LP | 47,154 | $2.28M | 0.06% | +47,154 | New |
| Tacita Capital Inc | 47,240 | $2.29M | 1.65% | −527−1.1% | Reduced |
| Burgundy Asset Management Ltd. | 47,474 | $2.30M | 0.02% | +14,938+45.9% | Added |
| BNP Paribas | 47,632 | $2.31M | 0.10% | −1,028−2.1% | Reduced |
| PEAK6 LLC | 47,989 | $2.33M | 0.09% | +47,989 | New |
| Mariner, LLC | 48,159 | $2.33M | 0.00% | +1,958+4.2% | Added |
| Lipe & Dalton | 48,491 | $2.35M | 1.31% | −1,287−2.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 48,844 | $2.37M | 0.04% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 50,152 | $2.43M | 0.66% | +600+1.2% | Added |
| SOL Capital Management CO | 51,372 | $2.49M | 0.27% | +19,756+62.5% | Added |
| Davidson Kahn Capital Management, LLC | 52,486 | $2.54M | 1.97% | +4,995+10.5% | Added |
| LPL Financial LLC | 55,354 | $2.68M | 0.00% | +3,173+6.1% | Added |
| Prana Capital Management, LP | 56,032 | $2.71M | 0.11% | +56,032 | New |
| The PNC Financial Services Group, Inc. | 56,817 | $2.75M | 0.00% | −2,073−3.5% | Reduced |
| Van Eck Associates Corp | 8,294 | $2.90M | 0.00% | +8,294 | New |