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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 233,702 | $11.3M | 0.19% | −2,085−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 232,815 | $11.3M | 0.03% | −3,599−1.5% | Reduced |
| Korea Investment CORP | 229,390 | $11.1M | 0.03% | +495+0.2% | Added |
| Horizon Kinetics Asset Management LLC | 226,411 | $11.0M | 0.12% | −7,949−3.4% | Reduced |
| Squarepoint Ops LLC | 222,112 | $10.8M | 0.03% | +211,238+1,942.6% | Added |
| Janney Montgomery Scott LLC | 221,222 | $10.7M | 0.03% | +8,415+4.0% | Added |
| Bridgewater Associates, LP | 219,847 | $10.6M | 0.05% | +219,847 | New |
| State of Tennessee, Treasury Department | 218,158 | $10.6M | 0.04% | +4,908+2.3% | Added |
| Northwest & Ethical Investments L.P. | 207,252 | $10.0M | 0.27% | +5,901+2.9% | Added |
| APG Asset Management N.V. | 223,800 | $10.0M | 0.03% | +300+0.1% | Added |
| Raymond James Financial Inc | 205,966 | $9.98M | 0.00% | −16,759−7.5% | Reduced |
| Motley Fool Asset Management LLC | 203,432 | $9.86M | 0.55% | −7,068−3.4% | Reduced |
| Verition Fund Management LLC | 193,439 | $9.37M | 0.05% | +193,439 | New |
| ExodusPoint Capital Management, LP | 193,073 | $9.35M | 0.12% | +184,673+2,198.5% | Added |
| 2Xideas AG | 186,858 | $9.04M | 1.37% | −58,260−23.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 171,939 | $8.33M | 2.31% | +19,832+13.0% | Added |
| Schonfeld Strategic Advisors LLC | 171,794 | $8.32M | 0.06% | +167,294+3,717.6% | Added |
| Azimuth Capital Investment Management LLC | 167,880 | $8.13M | 0.32% | −19,650−10.5% | Reduced |
| Hillsdale Investment Management Inc. | 166,345 | $8.05M | 0.41% | +33,245+25.0% | Added |
| D. E. Shaw & Co., Inc. | 165,886 | $8.04M | 0.01% | +165,886 | New |
| Marks Group Wealth Management, Inc | 163,513 | $7.92M | 0.76% | −7,258−4.3% | Reduced |
| Royal London Asset Management Ltd | 162,716 | $7.88M | 0.02% | +17,267+11.9% | Added |
| Capital International Ltd | 161,157 | $7.81M | 0.34% | +800.0% | Added |
| Susquehanna Advisors Group, Inc. | 160,637 | $7.78M | 0.50% | +160,637 | New |
| Jain Global LLC | 159,832 | $7.74M | 0.16% | +159,832 | New |
| EdgePoint Investment Group Inc. | 159,255 | $7.71M | 0.06% | +13,796+9.5% | Added |
| Voloridge Investment Management, LLC | 158,518 | $7.68M | 0.03% | +158,518 | New |
| Franklin Resources Inc | 157,062 | $7.60M | 0.00% | +10,331+7.0% | Added |
| Laffer Tengler Investments | 151,167 | $7.32M | 1.56% | +3,394+2.3% | Added |
| HighTower Advisors, LLC | 144,680 | $7.01M | 0.01% | +6,735+4.9% | Added |
| Skba Capital Management LLC | 139,700 | $6.77M | 1.01% | −600−0.4% | Reduced |
| Pictet Asset Management Holding SA | 137,009 | $6.63M | 0.01% | +446+0.3% | Added |
| Summitry LLC | 134,854 | $6.53M | 0.33% | +7,832+6.2% | Added |
| Nicola Wealth Management Ltd. | 134,558 | $6.52M | 0.64% | −84,100−38.5% | Reduced |
| Intact Investment Management Inc. | 132,900 | $6.43M | 0.22% | +132,900 | New |
| Third Avenue Management LLC | 132,103 | $6.40M | 1.28% | 00.0% | Unchanged |
| Fiera Capital Corp | 131,174 | $6.36M | 0.02% | +35,758+37.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 127,120 | $6.15M | 0.02% | −9,087−6.7% | Reduced |
| MAI Capital Management | 121,319 | $5.88M | 0.04% | −826−0.7% | Reduced |
| Capula Management Ltd | 119,710 | $5.80M | 0.04% | +119,710 | New |
| Woodmont Investment Counsel LLC | 119,337 | $5.78M | 0.42% | +119,337 | New |
| Cumberland Partners Ltd | 114,845 | $5.56M | 0.43% | +114,845 | New |
| Smith, Salley & Associates | 112,292 | $5.44M | 0.36% | +574+0.5% | Added |
| Point72 Europe (London) LLP | 105,100 | $5.09M | 0.35% | +105,100 | New |
| Steward Partners Investment Advisory, LLC | 104,978 | $5.09M | 0.04% | +6,134+6.2% | Added |
| Beck Mack & Oliver LLC | 102,301 | $4.96M | 0.10% | −1,350−1.3% | Reduced |
| SG Americas Securities, LLC | 96,865 | $4.77M | 0.02% | +96,865 | New |
| Russell Investments Group, Ltd. | 97,865 | $4.74M | 0.01% | −48,644−33.2% | Reduced |
| Creative Planning | 96,422 | $4.67M | 0.00% | +13,653+16.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 95,598 | $4.63M | 0.15% | −2,043−2.1% | Reduced |
| Balyasny Asset Management LLC | 94,348 | $4.57M | 0.01% | +94,348 | New |
| West Bancorporation Inc | 93,091 | $4.51M | 3.06% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 92,260 | $4.47M | 0.18% | +17,506+23.4% | Added |
| Colonial Trust Advisors | 91,582 | $4.44M | 0.39% | +1,470+1.6% | Added |
| Janus Henderson Group PLC | 89,253 | $4.37M | 0.00% | +2,220+2.6% | Added |
| Meketa Investment Group Inc | 89,994 | $4.36M | 5.87% | +46,243+105.7% | Added |
| Canal Capital Management, LLC | 87,238 | $4.23M | 0.71% | −5,204−5.6% | Reduced |
| Clearstead Advisors, LLC | 86,283 | $4.18M | 0.06% | +42,700+98.0% | Added |
| Forsta Ap-Fonden | 85,500 | $4.14M | 0.03% | −102,400−54.5% | Reduced |
| JCIC Asset Management Inc. | 82,921 | $4.01M | 1.68% | −1,258−1.5% | Reduced |
| American Century Companies Inc | 81,871 | $3.96M | 0.00% | +7,482+10.1% | Added |
| New South Capital Management Inc | 81,684 | $3.96M | 0.19% | −4,945−5.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 79,344 | $3.84M | 1.01% | +29,845+60.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 78,038 | $3.78M | 0.02% | +1,312+1.7% | Added |
| Landmark Investment Partners, L.P. | 76,460 | $3.70M | 1.16% | +76,460 | New |
| Brown Advisory Inc | 75,813 | $3.67M | 0.01% | −116−0.2% | Reduced |
| Tritonpoint Wealth, LLC | 75,688 | $3.67M | 0.35% | −696−0.9% | Reduced |
| Mizuho Markets Americas LLC | 75,000 | $3.63M | 0.08% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 73,233 | $3.54M | 0.15% | −128,090−63.6% | Reduced |
| Andra AP-fonden | 50,600 | $3.52M | 0.06% | +39,000+336.2% | Added |
| Rathbone Brothers plc | 71,144 | $3.44M | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 61,664 | $3.44M | 0.11% | +7,017+12.8% | Added |
| Capital Group Private Client Services, Inc. | 70,595 | $3.42M | 0.03% | −1,943−2.7% | Reduced |
| Ossiam | 69,486 | $3.36M | 0.05% | −5,568−7.4% | Reduced |
| Colony Group, LLC | 68,946 | $3.34M | 0.01% | −2,321−3.3% | Reduced |
| Teacher Retirement System of Texas | 68,700 | $3.33M | 0.01% | +6,200+9.9% | Added |
| Lee Danner & Bass Inc | 68,383 | $3.31M | 0.27% | −5,000−6.8% | Reduced |
| Quantinno Capital Management LP | 68,027 | $3.29M | 0.02% | +5,577+8.9% | Added |
| XTX Topco Ltd | 67,942 | $3.29M | 0.17% | +63,102+1,303.8% | Added |
| Private Management Group Inc | 67,179 | $3.25M | 0.12% | −236−0.4% | Reduced |
| DekaBank Deutsche Girozentrale | 66,665 | $3.19M | 0.01% | −12,571−15.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 64,595 | $3.13M | 0.58% | −2,508−3.7% | Reduced |
| Jefferies Financial Group Inc. | 63,795 | $3.09M | 0.05% | +63,795 | New |
| SEI Investments Co | 63,314 | $3.07M | 0.00% | +125+0.2% | Added |
| Asset Management One Co.,Ltd. | 62,914 | $3.05M | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 62,468 | $3.03M | 0.07% | +12,917+26.1% | Added |
| USS Investment Management Ltd | 61,561 | $3.01M | 0.02% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 62,000 | $3.00M | 0.02% | −78,800−56.0% | Reduced |
| Capstone Investment Advisors, LLC | 61,530 | $2.98M | 0.03% | +61,530 | New |
| Greenland Capital Management LP | 61,323 | $2.97M | 0.51% | +61,323 | New |
| Van Eck Associates Corp | 8,294 | $2.90M | 0.00% | +8,294 | New |
| The PNC Financial Services Group, Inc. | 56,817 | $2.75M | 0.00% | −2,073−3.5% | Reduced |
| Prana Capital Management, LP | 56,032 | $2.71M | 0.11% | +56,032 | New |
| LPL Financial LLC | 55,354 | $2.68M | 0.00% | +3,173+6.1% | Added |
| Davidson Kahn Capital Management, LLC | 52,486 | $2.54M | 1.97% | +4,995+10.5% | Added |
| SOL Capital Management CO | 51,372 | $2.49M | 0.27% | +19,756+62.5% | Added |
| Louisbourg Investments Inc. | 50,152 | $2.43M | 0.66% | +600+1.2% | Added |
| ArrowMark Colorado Holdings LLC | 48,844 | $2.37M | 0.04% | 00.0% | Unchanged |
| Lipe & Dalton | 48,491 | $2.35M | 1.31% | −1,287−2.6% | Reduced |
| Mariner, LLC | 48,159 | $2.33M | 0.00% | +1,958+4.2% | Added |