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 |
|---|---|---|---|---|---|
| Round Rock Advisors, LLC | 5,153 | $249.7K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,147 | $249.4K | 0.00% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,147 | $249.4K | 0.04% | +75+1.5% | Added |
| Parsons Capital Management Inc | 5,122 | $248.2K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,057 | $245.0K | 0.00% | +15+0.3% | Added |
| Aspen Grove Capital, LLC | 5,006 | $242.5K | 0.05% | +5,006 | New |
| Heritage Investors Management Corp | 4,948 | $240.0K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,932 | $239.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,907 | $237.7K | 0.01% | +56+1.2% | Added |
| AQR Capital Management LLC | 4,848 | $234.9K | 0.00% | +4,848 | New |
| Hilltop Holdings Inc. | 4,831 | $234.1K | 0.01% | −122−2.5% | Reduced |
| Laurus Investment Counsel Inc. | 4,827 | $233.9K | 0.16% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,769 | $231.1K | 0.06% | +999+26.5% | Added |
| Keybank National Association | 4,712 | $228.3K | 0.00% | −251−5.1% | Reduced |
| Compass Ion Advisors, LLC | 4,529 | $219.4K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,523 | $219.1K | 0.00% | +202+4.7% | Added |
| Washington Trust Advisors, Inc. | 4,495 | $217.8K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,442 | $215.2K | 0.01% | +218+5.2% | Added |
| Mercer Global Advisors Inc | 4,347 | $210.6K | 0.00% | +4,347 | New |
| Allie Family Office LLC | 4,302 | $208.4K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,283 | $207.6K | 0.00% | −139−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,230 | $204.9K | 0.01% | +4,230 | New |
| Signaturefd, LLC | 4,209 | $203.9K | 0.00% | +1,913+83.3% | Added |
| Belmont Capital, LLC | 3,918 | $189.8K | 0.03% | +3,918 | New |
| Icon Wealth Advisors, LLC | 3,670 | $177.8K | 0.01% | +1,542+72.5% | Added |
| Geneos Wealth Management Inc. | 3,637 | $176.2K | 0.01% | +46+1.3% | Added |
| Danske Bank A/S | 3,392 | $164.6K | 0.00% | +3,392 | New |
| Pacer Advisors, Inc. | 3,360 | $162.6K | 0.00% | +3,360 | New |
| Jones Financial Companies LLLP | 3,246 | $157.4K | 0.00% | +769+31.0% | Added |
| SBI Securities Co., Ltd. | 3,204 | $155.2K | 0.01% | −61−1.9% | Reduced |
| Sterling Capital Management LLC | 2,870 | $139.1K | 0.00% | −6,267−68.6% | Reduced |
| Versant Capital Management, Inc | 2,714 | $131.4K | 0.02% | +1,895+231.4% | Added |
| Public Employees Retirement Association of Colorado | 2,606 | $126.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,534 | $122.6K | 0.02% | −4,002−61.2% | Reduced |
| Farmers & Merchants Investments Inc | 2,519 | $122.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,514 | $121.8K | 0.00% | +2,514 | New |
| CWM, LLC | 2,428 | $118.0K | 0.00% | −514−17.5% | Reduced |
| Lindbrook Capital, LLC | 2,413 | $116.9K | 0.01% | +239+11.0% | Added |
| Huntington National Bank | 2,257 | $109.3K | 0.00% | −1,192−34.6% | Reduced |
| Financial Management Professionals, Inc. | 2,136 | $103.5K | 0.01% | +763+55.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,015 | $97.6K | 0.00% | +299+17.4% | Added |
| GoalVest Advisory LLC | 1,990 | $96.4K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,973 | $95.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,947 | $94.3K | 0.02% | +720+58.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,926 | $93.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,815 | $87.9K | 0.01% | −28−1.5% | Reduced |
| DAGCO, Inc. | 1,765 | $85.5K | 0.03% | +1,765 | New |
| Parkside Financial Bank & Trust | 1,714 | $83.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,656 | $80.2K | 0.00% | +35+2.2% | Added |
| Financial Perspectives, Inc | 1,620 | $78.5K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,591 | $77.1K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 1,582 | $76.6K | 0.02% | +1,582 | New |
| Atlantic Trust, LLC | 1,575 | $76.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,558 | $75.5K | 0.00% | +719+85.7% | Added |
| Key Financial Inc | 1,513 | $73.2K | 0.02% | 00.0% | Unchanged |
| eCIO, Inc. | 1,329 | $64.4K | 0.02% | +1,329 | New |
| Hanson & Doremus Investment Management | 1,298 | $63.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,300 | $63.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,269 | $61.5K | 0.01% | +55+4.5% | Added |
| Farther Finance Advisors, LLC | 1,231 | $60.9K | 0.00% | +52+4.4% | Added |
| Private Trust Co NA | 1,251 | $60.6K | 0.01% | +50+4.2% | Added |
| Richardson Financial Services Inc. | 1,200 | $58.1K | 0.04% | +100+9.1% | Added |
| Coldstream Capital Management Inc | 1,128 | $54.6K | 0.00% | +1,128 | New |
| Provenance Wealth Advisors, LLC | 1,124 | $54.5K | 0.01% | −1,212−51.9% | Reduced |
| Leonteq Securities AG | 1,100 | $53.3K | 0.00% | +1,100 | New |
| Larson Financial Group LLC | 1,097 | $53.1K | 0.00% | +1,004+1,079.6% | Added |
| Plato Investment Management Ltd | 1,075 | $52.6K | 0.00% | −9,294−89.6% | Reduced |
| Ravenstone Capital Management Inc. | 1,075 | $52.1K | 0.03% | +1,075 | New |
| Massmutual Trust Co FSB | 1,060 | $51.4K | 0.00% | −60−5.4% | Reduced |
| Addison Advisors LLC | 1,054 | $51.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,035 | $50.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,025 | $49.6K | 0.01% | −104−9.2% | Reduced |
| BFSG, LLC | 1,007 | $48.8K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 997 | $48.3K | 0.00% | −940−48.5% | Reduced |
| Harbour Investments, Inc. | 940 | $45.5K | 0.00% | +14+1.5% | Added |
| Truvestments Capital LLC | 937 | $45.4K | 0.01% | +432+85.5% | Added |
| Legacy Bridge, LLC | 909 | $44.0K | 0.02% | −454−33.3% | Reduced |
| Shell Asset Management Co | 889 | $43.0K | 0.00% | −37−4.0% | Reduced |
| Pin Oak Investment Advisors Inc | 893 | $43.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 861 | $41.7K | 0.00% | +3+0.3% | Added |
| Lummis Asset Management, LP | 797 | $38.6K | 0.03% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 710 | $34.4K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 668 | $32.4K | 0.00% | +668 | New |
| Washington Trust Co | 640 | $31.0K | 0.00% | −423−39.8% | Reduced |
| Mountain Hill Investment Partners Corp. | 597 | $28.9K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 579 | $28.1K | 0.00% | +11+1.9% | Added |
| Rossby Financial, LCC | 523 | $27.7K | 0.01% | +523 | New |
| CoreCap Advisors, LLC | 566 | $27.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 562 | $27.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 494 | $26.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 539 | $26.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 536 | $26.0K | 0.00% | +536 | New |
| Cullen/Frost Bankers, Inc. | 525 | $25.4K | 0.00% | −432−45.1% | Reduced |
| Allworth Financial LP | 462 | $24.2K | 0.00% | +38+9.0% | Added |
| Hara Capital LLC | 451 | $21.9K | 0.01% | −113−20.0% | Reduced |
| Spire Wealth Management | 441 | $21.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 437 | $21.2K | 0.00% | +265+154.1% | Added |
| Acadian Asset Management LLC | 435 | $21.0K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 408 | $19.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 387 | $18.8K | 0.00% | 00.0% | Unchanged |