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 |
|---|---|---|---|---|---|
| Greenland Capital Management LP | 61,323 | $2.97M | 0.51% | +61,323 | New |
| Capstone Investment Advisors, LLC | 61,530 | $2.98M | 0.03% | +61,530 | New |
| Mn Services Vermogensbeheer B.V. | 62,000 | $3.00M | 0.02% | −78,800−56.0% | Reduced |
| USS Investment Management Ltd | 61,561 | $3.01M | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 62,468 | $3.03M | 0.07% | +12,917+26.1% | Added |
| Asset Management One Co.,Ltd. | 62,914 | $3.05M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 63,314 | $3.07M | 0.00% | +125+0.2% | Added |
| Jefferies Financial Group Inc. | 63,795 | $3.09M | 0.05% | +63,795 | New |
| Lawson Kroeker Investment Management Inc | 64,595 | $3.13M | 0.58% | −2,508−3.7% | Reduced |
| DekaBank Deutsche Girozentrale | 66,665 | $3.19M | 0.01% | −12,571−15.9% | Reduced |
| Private Management Group Inc | 67,179 | $3.25M | 0.12% | −236−0.4% | Reduced |
| XTX Topco Ltd | 67,942 | $3.29M | 0.17% | +63,102+1,303.8% | Added |
| Quantinno Capital Management LP | 68,027 | $3.29M | 0.02% | +5,577+8.9% | Added |
| Lee Danner & Bass Inc | 68,383 | $3.31M | 0.27% | −5,000−6.8% | Reduced |
| Teacher Retirement System of Texas | 68,700 | $3.33M | 0.01% | +6,200+9.9% | Added |
| Colony Group, LLC | 68,946 | $3.34M | 0.01% | −2,321−3.3% | Reduced |
| Ossiam | 69,486 | $3.36M | 0.05% | −5,568−7.4% | Reduced |
| Capital Group Private Client Services, Inc. | 70,595 | $3.42M | 0.03% | −1,943−2.7% | Reduced |
| Chicago Partners Investment Group LLC | 61,664 | $3.44M | 0.11% | +7,017+12.8% | Added |
| Rathbone Brothers plc | 71,144 | $3.44M | 0.02% | 00.0% | Unchanged |
| Andra AP-fonden | 50,600 | $3.52M | 0.06% | +39,000+336.2% | Added |
| Bragg Financial Advisors, Inc | 73,233 | $3.54M | 0.15% | −128,090−63.6% | Reduced |
| Mizuho Markets Americas LLC | 75,000 | $3.63M | 0.08% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 75,688 | $3.67M | 0.35% | −696−0.9% | Reduced |
| Brown Advisory Inc | 75,813 | $3.67M | 0.01% | −116−0.2% | Reduced |
| Landmark Investment Partners, L.P. | 76,460 | $3.70M | 1.16% | +76,460 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 78,038 | $3.78M | 0.02% | +1,312+1.7% | Added |
| Catalyst Funds Management Pty Ltd | 79,344 | $3.84M | 1.01% | +29,845+60.3% | Added |
| New South Capital Management Inc | 81,684 | $3.96M | 0.19% | −4,945−5.7% | Reduced |
| American Century Companies Inc | 81,871 | $3.96M | 0.00% | +7,482+10.1% | Added |
| JCIC Asset Management Inc. | 82,921 | $4.01M | 1.68% | −1,258−1.5% | Reduced |
| Forsta Ap-Fonden | 85,500 | $4.14M | 0.03% | −102,400−54.5% | Reduced |
| Clearstead Advisors, LLC | 86,283 | $4.18M | 0.06% | +42,700+98.0% | Added |
| Canal Capital Management, LLC | 87,238 | $4.23M | 0.71% | −5,204−5.6% | Reduced |
| Meketa Investment Group Inc | 89,994 | $4.36M | 5.87% | +46,243+105.7% | Added |
| Janus Henderson Group PLC | 89,253 | $4.37M | 0.00% | +2,220+2.6% | Added |
| Colonial Trust Advisors | 91,582 | $4.44M | 0.39% | +1,470+1.6% | Added |
| Texas Yale Capital Corp. | 92,260 | $4.47M | 0.18% | +17,506+23.4% | Added |
| West Bancorporation Inc | 93,091 | $4.51M | 3.06% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 94,348 | $4.57M | 0.01% | +94,348 | New |
| Sanibel Captiva Trust Company, Inc. | 95,598 | $4.63M | 0.15% | −2,043−2.1% | Reduced |
| Creative Planning | 96,422 | $4.67M | 0.00% | +13,653+16.5% | Added |
| Russell Investments Group, Ltd. | 97,865 | $4.74M | 0.01% | −48,644−33.2% | Reduced |
| SG Americas Securities, LLC | 96,865 | $4.77M | 0.02% | +96,865 | New |
| Beck Mack & Oliver LLC | 102,301 | $4.96M | 0.10% | −1,350−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 104,978 | $5.09M | 0.04% | +6,134+6.2% | Added |
| Point72 Europe (London) LLP | 105,100 | $5.09M | 0.35% | +105,100 | New |
| Smith, Salley & Associates | 112,292 | $5.44M | 0.36% | +574+0.5% | Added |
| Cumberland Partners Ltd | 114,845 | $5.56M | 0.43% | +114,845 | New |
| Woodmont Investment Counsel LLC | 119,337 | $5.78M | 0.42% | +119,337 | New |
| Capula Management Ltd | 119,710 | $5.80M | 0.04% | +119,710 | New |
| MAI Capital Management | 121,319 | $5.88M | 0.04% | −826−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 127,120 | $6.15M | 0.02% | −9,087−6.7% | Reduced |
| Fiera Capital Corp | 131,174 | $6.36M | 0.02% | +35,758+37.5% | Added |
| Third Avenue Management LLC | 132,103 | $6.40M | 1.28% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 132,900 | $6.43M | 0.22% | +132,900 | New |
| Nicola Wealth Management Ltd. | 134,558 | $6.52M | 0.64% | −84,100−38.5% | Reduced |
| Summitry LLC | 134,854 | $6.53M | 0.33% | +7,832+6.2% | Added |
| Pictet Asset Management Holding SA | 137,009 | $6.63M | 0.01% | +446+0.3% | Added |
| Skba Capital Management LLC | 139,700 | $6.77M | 1.01% | −600−0.4% | Reduced |
| HighTower Advisors, LLC | 144,680 | $7.01M | 0.01% | +6,735+4.9% | Added |
| Laffer Tengler Investments | 151,167 | $7.32M | 1.56% | +3,394+2.3% | Added |
| Franklin Resources Inc | 157,062 | $7.60M | 0.00% | +10,331+7.0% | Added |
| Voloridge Investment Management, LLC | 158,518 | $7.68M | 0.03% | +158,518 | New |
| EdgePoint Investment Group Inc. | 159,255 | $7.71M | 0.06% | +13,796+9.5% | Added |
| Jain Global LLC | 159,832 | $7.74M | 0.16% | +159,832 | New |
| Susquehanna Advisors Group, Inc. | 160,637 | $7.78M | 0.50% | +160,637 | New |
| Capital International Ltd | 161,157 | $7.81M | 0.34% | +800.0% | Added |
| Royal London Asset Management Ltd | 162,716 | $7.88M | 0.02% | +17,267+11.9% | Added |
| Marks Group Wealth Management, Inc | 163,513 | $7.92M | 0.76% | −7,258−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 165,886 | $8.04M | 0.01% | +165,886 | New |
| Hillsdale Investment Management Inc. | 166,345 | $8.05M | 0.41% | +33,245+25.0% | Added |
| Azimuth Capital Investment Management LLC | 167,880 | $8.13M | 0.32% | −19,650−10.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 171,794 | $8.32M | 0.06% | +167,294+3,717.6% | Added |
| Blue Zone Wealth Advisors, LLC | 171,939 | $8.33M | 2.31% | +19,832+13.0% | Added |
| 2Xideas AG | 186,858 | $9.04M | 1.37% | −58,260−23.8% | Reduced |
| ExodusPoint Capital Management, LP | 193,073 | $9.35M | 0.12% | +184,673+2,198.5% | Added |
| Verition Fund Management LLC | 193,439 | $9.37M | 0.05% | +193,439 | New |
| Motley Fool Asset Management LLC | 203,432 | $9.86M | 0.55% | −7,068−3.4% | Reduced |
| Raymond James Financial Inc | 205,966 | $9.98M | 0.00% | −16,759−7.5% | Reduced |
| APG Asset Management N.V. | 223,800 | $10.0M | 0.03% | +300+0.1% | Added |
| Northwest & Ethical Investments L.P. | 207,252 | $10.0M | 0.27% | +5,901+2.9% | Added |
| State of Tennessee, Treasury Department | 218,158 | $10.6M | 0.04% | +4,908+2.3% | Added |
| Bridgewater Associates, LP | 219,847 | $10.6M | 0.05% | +219,847 | New |
| Janney Montgomery Scott LLC | 221,222 | $10.7M | 0.03% | +8,415+4.0% | Added |
| Squarepoint Ops LLC | 222,112 | $10.8M | 0.03% | +211,238+1,942.6% | Added |
| Horizon Kinetics Asset Management LLC | 226,411 | $11.0M | 0.12% | −7,949−3.4% | Reduced |
| Korea Investment CORP | 229,390 | $11.1M | 0.03% | +495+0.2% | Added |
| Rockefeller Capital Management L.P. | 232,815 | $11.3M | 0.03% | −3,599−1.5% | Reduced |
| Tocqueville Asset Management L.P. | 233,702 | $11.3M | 0.19% | −2,085−0.9% | Reduced |
| Schwartz Investment Counsel Inc | 237,275 | $11.5M | 0.40% | 00.0% | Unchanged |
| Stifel Financial Corp | 241,326 | $11.7M | 0.01% | +4,602+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 248,760 | $12.0M | 0.10% | +77,554+45.3% | Added |
| Capital International Sarl | 249,910 | $12.1M | 0.27% | +13,946+5.9% | Added |
| Capital International Inc | 259,710 | $12.6M | 0.15% | +17,319+7.1% | Added |
| UBS Asset Management Americas Inc | 261,050 | $12.6M | 0.00% | +24,013+10.1% | Added |
| Motley Fool Wealth Management, LLC | 261,410 | $12.7M | 0.75% | −35,792−12.0% | Reduced |
| Citigroup Inc | 271,489 | $13.1M | 0.01% | +167,931+162.2% | Added |
| Schroder Investment Management Group | 277,038 | $13.4M | 0.01% | +112,304+68.2% | Added |
| Nuveen, LLC | 277,635 | $13.4M | 0.00% | +277,635 | New |