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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 47,989 | $2.33M | 0.09% | +47,989 | New |
| BNP Paribas | 47,632 | $2.31M | 0.10% | −1,028−2.1% | Reduced |
| Burgundy Asset Management Ltd. | 47,474 | $2.30M | 0.02% | +14,938+45.9% | Added |
| Tacita Capital Inc | 47,240 | $2.29M | 1.65% | −527−1.1% | Reduced |
| Brevan Howard Capital Management LP | 47,154 | $2.28M | 0.06% | +47,154 | New |
| Gold Investment Management Ltd. | 45,979 | $2.23M | 0.94% | +4,090+9.8% | Added |
| Utah Retirement Systems | 45,766 | $2.22M | 0.03% | −430−0.9% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 45,510 | $2.20M | 1.44% | +1,910+4.4% | Added |
| Live Oak Private Wealth LLC | 44,212 | $2.14M | 0.35% | −54−0.1% | Reduced |
| Adalta Capital Management LLC | 43,341 | $2.10M | 1.12% | −37−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 43,002 | $2.08M | 0.00% | +854+2.0% | Added |
| Barclays PLC | 42,737 | $2.07M | 0.00% | +35,245+470.4% | Added |
| Mirabella Financial Services LLP | 42,528 | $2.06M | 0.08% | +27,126+176.1% | Added |
| Public Employees Retirement System of Ohio | 42,057 | $2.04M | 0.01% | −1,577−3.6% | Reduced |
| Natixis | 42,402 | $2.01M | 0.01% | +12,818+43.3% | Added |
| Moerus Capital Management LLC | 41,366 | $2.00M | 0.90% | 00.0% | Unchanged |
| Cetera Investment Advisers | 40,042 | $1.94M | 0.00% | +11,008+37.9% | Added |
| Tandem Capital Management Corp | 39,076 | $1.89M | 1.06% | −35−0.1% | Reduced |
| Guardian Capital LP | 38,601 | $1.87M | 0.07% | −3,900−9.2% | Reduced |
| Hudson Bay Capital Management LP | 38,390 | $1.86M | 0.01% | +38,390 | New |
| Avanza Fonder AB | 25,249 | $1.84M | 0.06% | +6,849+37.2% | Added |
| Whittier Trust Co | 37,791 | $1.83M | 0.03% | +1,638+4.5% | Added |
| M&T Bank Corp | 37,473 | $1.82M | 0.01% | +12,996+53.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 37,219 | $1.80M | 0.37% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,766 | $1.78M | 0.00% | +5,897+19.1% | Added |
| Public Sector Pension Investment Board | 36,336 | $1.76M | 0.01% | +600+1.7% | Added |
| Spears Abacus Advisors LLC | 35,863 | $1.74M | 0.04% | −1,112−3.0% | Reduced |
| Landscape Capital Management, L.L.C. | 35,665 | $1.73M | 0.15% | +35,665 | New |
| Kirr Marbach & Co LLC | 35,400 | $1.72M | 0.40% | +203+0.6% | Added |
| Ervin Investment Management, LLC | 34,739 | $1.68M | 1.14% | −113−0.3% | Reduced |
| Legal & General Group Plc | 32,973 | $1.60M | 0.00% | −606−1.8% | Reduced |
| Colonial Trust Co | 32,863 | $1.59M | 0.25% | +1,099+3.5% | Added |
| Ensign Peak Advisors, Inc | 32,069 | $1.55M | 0.00% | −400−1.2% | Reduced |
| State Street Corp | 31,269 | $1.51M | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 30,601 | $1.48M | 0.00% | +1,248+4.3% | Added |
| Maven Securities LTD | 30,000 | $1.45M | 0.32% | +30,000 | New |
| Alliancebernstein L.P. | 29,693 | $1.44M | 0.00% | +5,800+24.3% | Added |
| Cerity Partners LLC | 29,482 | $1.43M | 0.00% | +7,901+36.6% | Added |
| Gluskin Sheff & Assoc Inc | 29,474 | $1.43M | 0.18% | −2,103−6.7% | Reduced |
| Van Den Berg Management I, Inc | 29,257 | $1.42M | 0.43% | −80,668−73.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 27,783 | $1.41M | 0.58% | 00.0% | Unchanged |
| Sprott Inc. | 28,891 | $1.40M | 0.08% | +3,005+11.6% | Added |
| Generali Asset Management SPA SGR | 19,827 | $1.38M | 0.03% | +19,827 | New |
| JustInvest LLC | 27,143 | $1.32M | 0.02% | +5,259+24.0% | Added |
| Timber Creek Capital Management LLC | 26,964 | $1.31M | 0.35% | −20.0% | Reduced |
| NBT Bank N A | 26,692 | $1.29M | 0.09% | −50−0.2% | Reduced |
| Pathstone Holdings, LLC | 26,071 | $1.26M | 0.01% | −3,248−11.1% | Reduced |
| Cannon Global Investment Management, LLC | 26,000 | $1.26M | 3.47% | +26,000 | New |
| Bessemer Group Inc | 25,800 | $1.25M | 0.00% | +120.0% | Added |
| Moneta Group Investment Advisors LLC | 25,506 | $1.24M | 0.02% | −172−0.7% | Reduced |
| Investment Management Corp of Ontario | 24,071 | $1.17M | 0.02% | +24,071 | New |
| Ancora Advisors, LLC | 23,824 | $1.15M | 0.03% | +42+0.2% | Added |
| Scientech Research LLC | 23,668 | $1.15M | 0.30% | +23,668 | New |
| Lincoln Capital LLC | 23,151 | $1.15M | 0.24% | +210+0.9% | Added |
| Mediolanum International Funds Ltd | 23,509 | $1.14M | 0.02% | +14,722+167.5% | Added |
| Copeland Capital Management, LLC | 23,508 | $1.14M | 0.02% | −1,129−4.6% | Reduced |
| Castle Rock Wealth Management, LLC | 23,020 | $1.13M | 0.31% | −8,766−27.6% | Reduced |
| Blue Fin Capital, Inc. | 23,163 | $1.12M | 0.22% | −258−1.1% | Reduced |
| Blair William & Co | 22,955 | $1.11M | 0.00% | −4,082−15.1% | Reduced |
| Diversify Wealth Management, LLC | 19,862 | $1.07M | 0.08% | +2,669+15.5% | Added |
| Macquarie Group Ltd | 14,793 | $1.03M | 0.00% | +14,785+184,812.5% | Added |
| Quadrant Capital Group LLC | 21,219 | $1.03M | 0.04% | +20,530+2,979.7% | Added |
| Aviso Financial Inc. | 21,177 | $1.03M | 0.05% | −4,671−18.1% | Reduced |
| AXA S.A. | 21,063 | $1.02M | 0.00% | −86−0.4% | Reduced |
| FORA Capital, LLC | 20,597 | $997.9K | 0.10% | +20,597 | New |
| Baird Financial Group, Inc. | 20,504 | $993.4K | 0.00% | −10,915−34.7% | Reduced |
| Waterfront Wealth Inc. | 18,659 | $904.0K | 0.22% | −237−1.3% | Reduced |
| Sandy Spring Bank | 18,592 | $900.8K | 0.04% | −2,516−11.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,310 | $887.1K | 0.01% | +756+4.3% | Added |
| MML Investors Services, LLC | 18,271 | $885.0K | 0.00% | +453+2.5% | Added |
| Apollon Wealth Management, LLC | 18,238 | $883.6K | 0.02% | +1,016+5.9% | Added |
| Quinn Opportunity Partners LLC | 17,900 | $867.3K | 0.06% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,771 | $860.6K | 0.00% | −27,123−60.4% | Reduced |
| Chemistry Wealth Management LLC | 17,630 | $854.2K | 0.20% | −957−5.1% | Reduced |
| US Bancorp | 17,402 | $843.1K | 0.00% | +1,425+8.9% | Added |
| Man Group plc | 17,100 | $828.5K | 0.00% | −16,099−48.5% | Reduced |
| Swiss Life Asset Management Ltd | 16,987 | $822.5K | 0.01% | +3,913+29.9% | Added |
| Malaga Cove Capital, LLC | 16,575 | $803.1K | 0.35% | +6,883+71.0% | Added |
| Advisor Group Holdings, Inc. | 15,987 | $774.5K | 0.00% | −6,093−27.6% | Reduced |
| Gabelli Funds LLC | 15,724 | $761.8K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 15,581 | $754.8K | 0.00% | −35−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 15,569 | $754.3K | 0.01% | +3,919+33.6% | Added |
| HughesLittle Investment Management Ltd. | 15,511 | $751.6K | 0.16% | −775−4.8% | Reduced |
| Crossmark Global Holdings, Inc. | 15,270 | $739.8K | 0.01% | −1,395−8.4% | Reduced |
| Laurion Capital Management LP | 15,000 | $726.8K | 0.06% | +15,000 | New |
| GoodHaven Capital Management, LLC | 14,909 | $722.3K | 0.24% | −821−5.2% | Reduced |
| Corient IA LLC | 14,525 | $703.7K | 0.50% | +14,525 | New |
| Ascent Group, LLC | 14,220 | $689.0K | 0.03% | +3,402+31.4% | Added |
| Capital Advisors Wealth Management, LLC | 14,197 | $687.8K | 0.12% | 00.0% | Unchanged |
| Chicago Capital, LLC | 14,184 | $687.2K | 0.02% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 14,105 | $683.4K | 0.11% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 13,932 | $675.0K | 0.00% | −2,210−13.7% | Reduced |
| 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 |
| Wiley Bros.-Aintree Capital, LLC | 13,592 | $661.3K | 0.01% | +218+1.6% | Added |
| Bridges Investment Management Inc | 13,057 | $632.6K | 0.01% | +618+5.0% | Added |
| Ritholtz Wealth Management | 13,005 | $630.1K | 0.02% | −74−0.6% | Reduced |
| Jump Financial, LLC | 12,990 | $629.4K | 0.01% | +12,990 | New |
| United Services Automobile Association | 12,824 | $622.5K | 0.02% | +445+3.6% | Added |
| Aigen Investment Management, LP | 8,918 | $621.2K | 0.10% | +4,893+121.6% | Added |