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 |
|---|---|---|---|---|---|
| Baskin Financial Services Inc. | 281,046 | $13.6M | 1.11% | −6,490−2.3% | Reduced |
| Bruni J V & Co | 287,965 | $14.0M | 1.62% | −5,480−1.9% | Reduced |
| Wellington Management Group LLP | 288,316 | $14.0M | 0.00% | −43,001−13.0% | Reduced |
| Sequoia Financial Advisors, LLC | 289,382 | $14.0M | 0.11% | −50,566−14.9% | Reduced |
| Amundi | 301,526 | $14.2M | 0.01% | +80,580+36.5% | Added |
| Great West Life Assurance Co | 297,583 | $14.2M | 0.03% | −2,529−0.8% | Reduced |
| Cortland Associates Inc | 313,637 | $15.2M | 1.82% | −251,983−44.5% | Reduced |
| Guardian Partners Inc. | 317,177 | $15.5M | 1.60% | −5,014−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 377,282 | $16.2M | 0.03% | +3,767+1.0% | Added |
| BlackRock, Inc. | 360,110 | $17.4M | 0.00% | +240,667+201.5% | Added |
| Renaissance Technologies LLC | 377,200 | $18.3M | 0.03% | +13,500+3.7% | Added |
| McDonald Capital Investors Inc | 378,798 | $18.4M | 1.16% | −8,464−2.2% | Reduced |
| Segall Bryant & Hamill, LLC | 380,974 | $18.5M | 0.28% | −14,989−3.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 386,867 | $18.7M | 0.03% | +386,867 | New |
| Portland Investment Counsel Inc. | 394,150 | $19.1M | 5.80% | 00.0% | Unchanged |
| Marathon Asset Mgmt Ltd | 397,477 | $19.2M | 0.59% | −9,693−2.4% | Reduced |
| QV Investors Inc. | 407,616 | $19.7M | 1.99% | −7,149−1.7% | Reduced |
| Ameriprise Financial Inc | 413,879 | $20.2M | 0.01% | +7,503+1.8% | Added |
| Addenda Capital Inc. | 292,162 | $20.4M | 0.75% | −22,640−7.2% | Reduced |
| Montrusco Bolton Investments Inc. | 422,195 | $20.4M | 0.27% | −96,811−18.7% | Reduced |
| Envestnet Asset Management Inc | 423,353 | $20.5M | 0.01% | −8,080−1.9% | Reduced |
| America First Investment Advisors, LLC | 450,279 | $21.8M | 4.60% | +923+0.2% | Added |
| Broad Run Investment Management, LLC | 452,652 | $21.9M | 3.66% | −18,035−3.8% | Reduced |
| Compagnie Lombard Odier SCmA | 479,850 | $23.2M | 0.29% | 00.0% | Unchanged |
| Sather Financial Group Inc | 487,687 | $23.6M | 1.54% | −8,926−1.8% | Reduced |
| LGT Capital Partners Ltd. | 497,000 | $24.1M | 1.07% | +35,000+7.6% | Added |
| Ci Investments Inc. | 512,043 | $24.8M | 0.10% | −47,614−8.5% | Reduced |
| UBS Group AG | 557,691 | $27.0M | 0.01% | +208,187+59.6% | Added |
| Northern Trust Corp | 560,827 | $27.2M | 0.00% | +134,233+31.5% | Added |
| MUFG Securities (Canada), Ltd. | 574,517 | $27.8M | 0.97% | +6,338+1.1% | Added |
| Deutsche Bank AG | 573,939 | $27.8M | 0.01% | +58,332+11.3% | Added |
| Citadel Advisors LLC | 645,961 | $31.3M | 0.03% | +552,288+589.6% | Added |
| Bank of New York Mellon Corp | 654,715 | $31.7M | 0.01% | −8,674−1.3% | Reduced |
| Natixis Advisors, L.P. | 691,580 | $33.5M | 0.06% | +42,356+6.5% | Added |
| Wells Fargo & Company | 691,886 | $33.5M | 0.01% | +41,258+6.3% | Added |
| HRT Financial LP | 721,366 | $35.0M | 0.22% | +364,555+102.2% | Added |
| Federation des caisses Desjardins du Quebec | 739,817 | $35.4M | 0.18% | −104,631−12.4% | Reduced |
| MUFG Securities EMEA plc | 574,999 | $40.1M | 1.03% | +574,999 | New |
| HSBC Holdings PLC | 901,472 | $43.6M | 0.03% | +193,580+27.3% | Added |
| Fenimore Asset Management Inc | 914,247 | $44.3M | 0.94% | −21,847−2.3% | Reduced |
| Toronto Dominion Bank | 924,545 | $44.8M | 0.11% | +72,490+8.5% | Added |
| Qube Research & Technologies Ltd | 967,361 | $46.9M | 0.07% | +884,697+1,070.2% | Added |
| 1832 Asset Management L.P. | 981,961 | $47.6M | 0.09% | +482,509+96.6% | Added |
| Jane Street Group, LLC | 1,056,235 | $51.2M | 0.09% | +517,638+96.1% | Added |
| Scotia Capital Inc. | 1,074,952 | $51.3M | 0.28% | +5,998+0.6% | Added |
| Canada Pension Plan Investment Board | 1,096,412 | $53.1M | 0.05% | +97,445+9.8% | Added |
| CI Private Wealth, LLC | 1,101,060 | $53.3M | 0.09% | −73,580−6.3% | Reduced |
| Alberta Investment Management Corp | 1,142,775 | $55.3M | 0.38% | −117,168−9.3% | Reduced |
| Marshall Wace, LLP | 1,195,744 | $57.9M | 0.08% | +396,309+49.6% | Added |
| Bamco Inc | 1,200,503 | $58.2M | 0.17% | −148,403−11.0% | Reduced |
| First Manhattan Co | 1,211,977 | $58.7M | 0.17% | −26,889−2.2% | Reduced |
| Invesco Ltd. | 1,346,068 | $65.2M | 0.01% | −39,871−2.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,356,729 | $66.2M | 0.54% | +53,076+4.1% | Added |
| JPMorgan Chase & Co | 1,594,022 | $77.2M | 0.01% | +43,939+2.8% | Added |
| Agf Management Ltd | 1,603,608 | $77.7M | 0.41% | +604,395+60.5% | Added |
| Millennium Management LLC | 1,722,683 | $83.5M | 0.08% | +1,292,066+300.0% | Added |
| British Columbia Investment Management Corp | 1,765,220 | $85.5M | 0.53% | +1,601,155+975.9% | Added |
| Susquehanna International Group, LLP | 1,775,684 | $86.0M | 0.14% | +1,775,684 | New |
| Morgan Stanley | 1,814,465 | $87.9M | 0.01% | +456,792+33.6% | Added |
| Cooke & Bieler LP | 1,879,902 | $91.1M | 0.91% | −92,309−4.7% | Reduced |
| Madison Asset Management, LLC | 1,901,985 | $92.2M | 1.03% | +165,098+9.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,187,561 | $105.9M | 0.46% | −1,809,596−45.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $106.3M | 0.94% | 00.0% | Unchanged |
| National Bank of Canada | 2,229,708 | $107.0M | 0.13% | −1,856,729−45.4% | Reduced |
| Neuberger Berman Group LLC | 2,258,243 | $109.4M | 0.09% | −3,725−0.2% | Reduced |
| Bank of Nova Scotia | 2,269,833 | $109.9M | 0.25% | +27,913+1.2% | Added |
| Geode Capital Management, LLC | 2,311,899 | $113.2M | 0.01% | +195,562+9.2% | Added |
| Beutel, Goodman & Co Ltd. | 2,355,906 | $114.0M | 0.66% | −297,098−11.2% | Reduced |
| Goldman Sachs Group Inc | 2,363,192 | $114.5M | 0.02% | +1,224,012+107.4% | Added |
| CIBC Asset Management Inc | 2,359,043 | $115.3M | 0.38% | −543,269−18.7% | Reduced |
| Bank of America Corp | 2,645,440 | $128.2M | 0.01% | +706,331+36.4% | Added |
| Douglass Winthrop Advisors, LLC | 2,672,065 | $129.3M | 2.46% | +14,498+0.5% | Added |
| Davenport & Co LLC | 3,170,875 | $153.6M | 0.91% | −80,299−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 3,360,125 | $163.4M | 0.15% | +1,246,011+58.9% | Added |
| CIBC World Markets Inc. | 3,726,160 | $180.5M | 0.41% | +541,203+17.0% | Added |
| William Blair Investment Management, LLC | 3,755,118 | $181.9M | 0.51% | −12,532−0.3% | Reduced |
| Norges Bank | 5,304,727 | $256.9M | 0.04% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 5,382,709 | $260.8M | 0.09% | −123,897−2.2% | Reduced |
| Principal Financial Group Inc | 7,824,393 | $379.1M | 0.21% | −1,105,973−12.4% | Reduced |
| Bank of Montreal | 10,087,847 | $488.4M | 0.26% | +512,401+5.4% | Added |
| FIL Ltd | 10,773,708 | $521.5M | 0.50% | −4,596,108−29.9% | Reduced |
| Mackenzie Financial Corp | 11,118,077 | $538.2M | 0.77% | −714,104−6.0% | Reduced |
| TD Asset Management Inc | 15,339,316 | $742.4M | 0.68% | −1,325,110−8.0% | Reduced |
| Capital International Investors | 16,177,058 | $783.8M | 0.15% | +60,540+0.4% | Added |
| Vanguard Group Inc | 17,204,794 | $832.8M | 0.02% | +302,852+1.8% | Added |
| FMR LLC | 17,514,752 | $848.4M | 0.05% | −2,131,533−10.8% | Reduced |
| Royal Bank of Canada | 18,692,914 | $905.7M | 0.20% | −1,432,301−7.1% | Reduced |
| Capital World Investors | 24,130,112 | $1.17B | 0.19% | +274,677+1.2% | Added |
| Partners Value Investments LP | 30,789,564 | $1.49B | 17.76% | −18,396−0.1% | Reduced |
| Brookfield Asset Management Inc. | 1,193,021,145 | $57.8B | 76.69% | +1,193,021,145 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −842,141−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −346,785−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −104,711−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −85,418−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −51,121−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −43,758−100.0% | Sold out |
| Templeton & Phillips Capital Management, LLC | 0 | $0 | 0.00% | −31,325−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −27,520−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −25,881−100.0% | Sold out |