Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 590 institutions
Q1 2021: 600 institutionsQ2 2021: 630 institutionsQ3 2021: 662 institutionsQ4 2021: 734 institutionsQ1 2022: 730 institutionsQ2 2022: 714 institutionsQ3 2022: 685 institutionsQ4 2022: 456 institutionsQ1 2023: 465 institutionsQ2 2023: 456 institutionsQ3 2023: 451 institutionsQ4 2023: 479 institutionsQ1 2024: 488 institutionsQ2 2024: 529 institutionsQ3 2024: 551 institutionsQ4 2024: 571 institutionsQ1 2025: 590 institutionsQ2 2025: 606 institutionsQ3 2025: 589 institutionsQ4 2025: 633 institutionsQ1 2026: 633 institutionsQ2 2026: 629 institutions
Value heldQ1 2025: $72.1B
Q1 2021: $43.9BQ2 2021: $50.4BQ3 2021: $54.2BQ4 2021: $60.9BQ1 2022: $56.7BQ2 2022: $44.7BQ3 2022: $41.6BQ4 2022: $7.09BQ1 2023: $8.43BQ2 2023: $8.60BQ3 2023: $8.78BQ4 2023: $10.8BQ1 2024: $11.6BQ2 2024: $11.3BQ3 2024: $14.0BQ4 2024: $16.1BQ1 2025: $72.1BQ2 2025: $82.7BQ3 2025: $85.2BQ4 2025: $78.1BQ1 2026: $65.9BQ2 2026: $67.0B
Institutions holding BAM and their total value by quarter
QuarterHoldersValue
Q2 2026629$67.0B
Q1 2026633$65.9B
Q4 2025633$78.1B
Q3 2025589$85.2B
Q2 2025606$82.7B
Q1 2025590$72.1B
Q4 2024571$16.1B
Q3 2024551$14.0B
Q2 2024529$11.3B
Q1 2024488$11.6B
Q4 2023479$10.8B
Q3 2023451$8.78B
Q2 2023456$8.60B
Q1 2023465$8.43B
Q4 2022456$7.09B
Q3 2022685$41.6B
Q2 2022714$44.7B
Q1 2022730$56.7B
Q4 2021734$60.9B
Q3 2021662$54.2B
Q2 2021630$50.4B
Q1 2021600$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.

Institutions holding BAM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Herold Advisors, Inc.12,793$619.2K0.14%00.0%Unchanged
Private Advisor Group, LLC12,653$613.0K0.00%+726+6.1%Added
Needham Investment Management LLC12,570$608.5K0.06%00.0%Unchanged
TBH Global Asset Management, LLC12,417$601.6K0.12%−25−0.2%Reduced
Carnegie Lake Advisors LLC12,301$596.0K0.24%00.0%Unchanged
Taylor Hoffman Capital Management LLC11,822$585.2K0.22%−85−0.7%Reduced
Allen Investment Management LLC11,759$569.7K0.01%00.0%Unchanged
Check Capital Management Inc11,586$561.3K0.04%+50+0.4%Added
BNP Paribas Arbitrage, SA11,455$555.0K0.00%+8,084+239.8%Added
Truist Financial Corp11,413$552.9K0.00%−13,755−54.7%Reduced
Cresset Asset Management, LLC11,339$548.9K0.00%+1,391+14.0%Added
National Philanthropic Trust11,241$544.6K0.01%00.0%Unchanged
Magnetar Financial LLC11,124$539.0K0.01%+11,124New
Pacifica Partners Inc.11,361$533.6K0.24%+10+0.1%Added
Tower Research Capital LLC (TRC)10,938$529.9K0.02%+5,427+98.5%Added
Metis Global Partners, LLC10,828$524.2K0.01%−1,103−9.2%Reduced
Kraematon Investment Advisors, Inc10,751$520.9K0.53%+22+0.2%Added
Atria Investments LLC10,681$517.5K0.01%−4,382−29.1%Reduced
Salvus Wealth Management, LLC10,565$511.9K0.32%+18+0.2%Added
Leavell Investment Management, Inc.10,498$508.6K0.03%00.0%Unchanged
Advisory Services Network, LLC10,440$505.8K0.01%+560+5.7%Added
Atomi Financial Group, Inc.10,362$502.0K0.02%+951+10.1%Added
Mutual Advisors, LLC9,350$495.1K0.01%+952+11.3%Added
Allianz Asset Management GmbH10,216$494.5K0.00%−48,855−82.7%Reduced
Assenagon Asset Management S.A.10,183$492.9K0.00%+6,225+157.3%Added
Advisors Asset Management, Inc.10,171$492.8K0.01%+314+3.2%Added
Arrowpoint Investment Partners (Singapore) Pte. Ltd.10,057$487.3K0.23%+10,057New
Maltese Capital Management LLC10,000$484.5K0.08%−27,500−73.3%Reduced
Procyon Private Wealth Partners, LLC9,889$479.1K0.03%+577+6.2%Added
Jackson Hole Capital Partners, LLC9,800$474.8K0.09%+24+0.2%Added
UniSuper Management Pty Ltd6,800$473.7K0.00%00.0%Unchanged
Carmel Capital Partners, LLC9,729$471.4K0.19%−15−0.2%Reduced
Triasima Portfolio Management inc.9,728$470.8K0.09%00.0%Unchanged
Warren Averett Asset Management, LLC9,693$469.6K0.01%+9,693New
K.J. Harrison & Partners Inc9,649$467.6K0.09%+27+0.3%Added
Intech Investment Management LLC9,650$467.1K0.00%+5,013+108.1%Added
Avantax Advisory Services, Inc.9,607$465.5K0.00%+176+1.9%Added
Whittier Trust Co of Nevada Inc9,423$456.5K0.01%+2,794+42.1%Added
Principal Securities, Inc.8,291$449.3K0.01%00.0%Unchanged
NJ State Employees Deferred Compensation Plan9,092$440.5K0.06%00.0%Unchanged
Summit Financial, LLC9,051$438.5K0.01%+2,305+34.2%Added
Wexford Capital LP9,000$436.1K0.11%+9,000New
Cambria Investment Management, L.P.8,962$434.2K0.03%+8,962New
DRW Securities, LLC8,900$431.2K0.04%+8,900New
Radnor Capital Management, LLC8,760$424.0K0.07%00.0%Unchanged
Captrust Financial Advisors8,403$407.1K0.00%+342+4.2%Added
Stamos Capital Partners, L.P.8,088$391.9K0.10%+8,088New
Everett Harris & Co8,078$391.4K0.01%00.0%Unchanged
HB Wealth Management, LLC8,003$387.7K0.00%+3,316+70.7%Added
Brown Brothers Harriman & Co7,822$379.0K0.00%−1,017−11.5%Reduced
SummitTX Capital, L.P.7,786$377.2K0.02%+7,786New
Carson Advisory Inc.7,650$370.6K0.25%+7,650New
Capital A Wealth Management, LLC7,599$368.2K0.39%00.0%Unchanged
Umb Bank N A7,171$347.4K0.01%00.0%Unchanged
Hendershot Investments Inc.7,158$346.8K0.05%00.0%Unchanged
Schneider Downs Wealth Management Advisors, LP7,149$346.4K0.06%00.0%Unchanged
Wulff, Hansen & Co.6,855$332.1K0.30%00.0%Unchanged
CTC Alternative Strategies, Ltd.6,800$329.5K0.40%+6,800New
Kestra Private Wealth Services, LLC6,798$329.4K0.01%+2,006+41.9%Added
Berkshire Asset Management LLC5,755$327.3K0.02%+5,755New
Argent Trust Co6,723$325.7K0.01%−783−10.4%Reduced
Mirae Asset Global Investments Co., Ltd.6,700$324.9K0.00%−2,690−28.6%Reduced
Heritage Wealth Advisors6,668$323.1K0.02%−5−0.1%Reduced
Credit Agricole S A6,640$321.7K0.00%−500−7.0%Reduced
Twinbeech Capital LP6,635$321.5K0.01%+6,635New
ASR Vermogensbeheer N.V.6,595$319.2K0.00%+6,595New
Kestra Advisory Services, LLC6,574$318.5K0.00%−77−1.2%Reduced
111 Capital6,564$317.8K0.06%+6,564New
Proficio Capital Partners LLC6,481$314.0K0.02%00.0%Unchanged
Cigna Investments Inc6,466$313.0K0.06%−284−4.2%Reduced
Principal Street Partners, LLC6,346$307.5K0.06%+12+0.2%Added
Dimensional Fund Advisors LP6,323$306.4K0.00%+5+0.1%Added
Integrated Wealth Concepts LLC6,308$305.6K0.00%−125−1.9%Reduced
Northwest Financial Advisors6,276$304.1K0.25%+5+0.1%Added
Lester Murray Antman dba SimplyRich6,259$303.0K0.09%00.0%Unchanged
NBC Securities, Inc.6,258$303.0K0.03%+6,252+104,200.0%Added
Yousif Capital Management, LLC6,251$302.9K0.00%00.0%Unchanged
Evercore Wealth Management, LLC6,196$300.2K0.00%00.0%Unchanged
Princeton Global Asset Management LLC6,162$298.5K0.06%00.0%Unchanged
Moors & Cabot, Inc.6,154$298.2K0.02%−2,386−27.9%Reduced
Bryn Mawr Trust Co6,127$296.9K0.01%+33+0.5%Added
Gateway Investment Advisers LLC6,004$290.9K0.00%−2,645−30.6%Reduced
Venturi Wealth Management, LLC5,867$284.3K0.01%+163+2.9%Added
Moseley Investment Management Inc5,811$281.5K0.11%00.0%Unchanged
Integrity Alliance, LLC.5,797$280.9K0.01%+5,797New
Powell Investment Advisors, LLC5,780$280.0K0.14%−175−2.9%Reduced
Lincluden Management Ltd5,778$280.0K0.04%00.0%Unchanged
Clifford Swan Investment Counsel LLC5,750$278.6K0.01%00.0%Unchanged
RSM US Wealth Management LLC5,738$278.0K0.00%−4,349−43.1%Reduced
Fiduciary Trust Co5,705$276.4K0.00%−149−2.5%Reduced
Hemington Wealth Management5,679$275.0K0.04%−19−0.3%Reduced
Searle & Co.5,662$274.1K0.08%00.0%Unchanged
Yorktown Management & Research Co Inc5,637$273.1K0.30%00.0%Unchanged
Sanctuary Advisors, LLC5,556$269.0K0.00%−15,061−73.1%Reduced
Cary Street Partner Investment Advisory LLC5,522$267.5K0.15%−305−5.2%Reduced
My Legacy Advisors, LLC5,471$265.1K0.10%+84+1.6%Added
Bank of Nova Scotia Trust Co5,409$262.1K0.03%+174+3.3%Added
Virtu Financial LLC5,396$261.0K0.01%+5,396New
United Capital Financial Advisers, LLC5,356$259.5K0.00%+4+0.1%Added
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.5,327$258.1K0.04%00.0%Unchanged