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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
Stone House Investment Management, LLC385$18.6K0.00%+385New
Community Bank, N.A.382$18.5K0.00%00.0%Unchanged
Sierra Ocean, LLC373$18.1K0.01%+282+309.9%Added
EMC Capital Management349$17.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC350$17.0K0.00%−9,600−96.5%Reduced
Prestige Wealth Management Group LLC331$16.0K0.00%00.0%Unchanged
Asset Dedication, LLC306$14.8K0.00%−33−9.7%Reduced
Rosenberg Matthew Hamilton305$14.8K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.262$12.7K0.00%00.0%Unchanged
Motco248$12.0K0.00%00.0%Unchanged
Lazard Asset Management LLC253$12.0K0.00%−28−10.0%Reduced
Wayfinding Financial, LLC250$12.0K0.01%+250New
Cary Street Partners Financial LLC247$12.0K0.00%−9−3.5%Reduced
Promus Capital, LLC237$11.5K0.01%00.0%Unchanged
Fortitude Family Office, LLC207$10.0K0.00%00.0%Unchanged
FSA Wealth Management LLC196$9.50K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC190$9.21K0.01%00.0%Unchanged
Kings Path Partners LLC188$9.11K0.00%00.0%Unchanged
Zions Bancorporation, National Association184$8.91K0.00%+184New
Costello Asset Management, INC160$7.75K0.00%+84+110.5%Added
Delta Asset Management LLC155$7.51K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.149$7.22K0.00%+149New
Smartleaf Asset Management LLC142$6.89K0.00%−14−9.0%Reduced
Compass Planning Associates Inc135$6.54K0.01%+1+0.7%Added
CVA Family Office, LLC132$6.39K0.00%−11−7.7%Reduced
New England Capital Financial Advisors LLC132$6.38K0.00%+1+0.8%Added
Assetmark, Inc130$6.30K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP124$6.27K0.00%+124New
JNBA Financial Advisors129$6.25K0.00%00.0%Unchanged
North Capital, Inc.112$5.43K0.01%+112New
Accent Capital Management, LLC106$5.14K0.00%00.0%Unchanged
Hexagon Capital Partners LLC105$5.09K0.00%+70+200.0%Added
GPS Wealth Strategies Group, LLC100$4.84K0.00%00.0%Unchanged
Park Square Financial Group, LLC100$4.84K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP97$4.70K0.00%00.0%Unchanged
Johnson Financial Group, Inc.90$4.36K0.00%−56−38.4%Reduced
Darwin Advisors, LLC79$4.28K0.00%00.0%Unchanged
Fortis Group Advisors, LLC84$4.07K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.83$4.02K0.00%−190−69.6%Reduced
Bell Investment Advisors, Inc82$3.97K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC80$3.87K0.00%00.0%Unchanged
Manchester Capital Management LLC79$3.83K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC78$3.78K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$3.69K0.00%00.0%Unchanged
Beacon Capital Management, LLC74$3.60K0.00%+20+37.0%Added
Accredited Wealth Management, LLC71$3.44K0.00%+71New
Robinswood Financial LLC66$3.20K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC65$3.15K0.00%00.0%Unchanged
Mar Vista Investment Partners LLC61$2.96K0.00%−29−32.2%Reduced
Skopos Labs, Inc.59$2.86K0.00%+59New
Cornerstone Planning Group LLC52$2.63K0.00%+13+33.3%Added
JFS Wealth Advisors, LLC51$2.47K0.00%+32+168.4%Added
VSM Wealth Advisory, LLC48$2.33K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC47$2.28K0.00%00.0%Unchanged
Garrison Bradford & Associates Inc46$2.23K0.00%+46New
Ridgewood Investments LLC45$2.18K0.00%00.0%Unchanged
NewSquare Capital LLC45$2.18K0.00%+45New
Hughes Financial Services, LLC44$2.18K0.00%+44New
Stonebridge Financial Group, LLC44$2.13K0.00%00.0%Unchanged
Crewe Advisors LLC44$2.13K0.00%+44New
North Star Investment Management Corp.40$1.94K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A37$1.79K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd34$1.65K0.00%−607−94.7%Reduced
Abound Wealth Management33$1.60K0.00%00.0%Unchanged
Golden State Wealth Management, LLC33$1.60K0.00%00.0%Unchanged
Raffa Wealth Management, LLC31$1.50K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.28$1.36K0.00%00.0%Unchanged
Bellevue Asset Management, LLC26$1.26K0.00%00.0%Unchanged
Fifth Third Bancorp25$1.21K0.00%+6+31.6%Added
Sofos Investments, Inc.22$1.07K0.00%+22New
Covestor Ltd26$1.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC20$9690.00%+20New
DB Fitzpatrick & Co, Inc20$9690.00%+20New
Private Wealth Asset Management, LLC18$8720.00%+18New
Riggs Asset Managment Co. Inc.15$7270.00%00.0%Unchanged
McIlrath & Eck, LLC14$6780.00%00.0%Unchanged
St. Johns Investment Management Company, LLC13$6300.00%00.0%Unchanged
Creative Financial Designs Inc11$5330.00%00.0%Unchanged
Oakworth Capital, Inc.8$3880.00%00.0%Unchanged
SJS Investment Consulting Inc.8$3880.00%00.0%Unchanged
Private Wealth Management Group, LLC8$3880.00%00.0%Unchanged
Aventura Private Wealth, LLC7$3390.00%00.0%Unchanged
Garde Capital, Inc.6$2910.00%+6New
Sittner & Nelson, LLC4$1940.00%−13−76.5%Reduced
Rothschild Investment LLC4$1940.00%00.0%Unchanged
Transce3nd, LLC3$1450.00%−438−99.3%Reduced
New Millennium Group LLC3$1450.00%00.0%Unchanged
Salem Investment Counselors Inc1$490.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$490.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$480.00%00.0%Unchanged
Proequities, Inc.0$00.00%−5,201−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−842,141−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−346,785−100.0%Sold out
River Road Asset Management, LLC0$00.00%−104,711−100.0%Sold out
Confluence Investment Management LLC0$00.00%−85,418−100.0%Sold out
First Hawaiian Bank0$00.00%−51,121−100.0%Sold out
Nebula Research & Development LLC0$00.00%−43,758−100.0%Sold out
Templeton & Phillips Capital Management, LLC0$00.00%−31,325−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−27,520−100.0%Sold out
Nomura Holdings Inc0$00.00%−25,881−100.0%Sold out