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 $67.1B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2025
Institutional positions in Brookfield Asset Management Ltd. as of Jun 30, 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
- 606
- +22 vs. Q1 2025
- Shares held
- 1.50B
- +7.84M (+0.5%) vs. Q1 2025
- Total value
- $82.7B
- +$10.6B (+14.7%) vs. Q1 2025
- New holders
- 82
- 206 more added
- Sold out
- 60
- 181 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $67.1B |
| Q1 2026 | 633 | $65.9B |
| Q4 2025 | 633 | $78.1B |
| Q3 2025 | 589 | $85.3B |
| Q2 2025 | 606 | $83.9B |
| Q1 2025 | 591 | $72.1B |
| Q4 2024 | 571 | $17.4B |
| Q3 2024 | 551 | $14.0B |
| Q2 2024 | 529 | $11.4B |
| Q1 2024 | 488 | $11.8B |
| Q4 2023 | 479 | $10.9B |
| Q3 2023 | 451 | $8.83B |
| Q2 2023 | 456 | $8.67B |
| Q1 2023 | 465 | $8.80B |
| 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 | $6.65T |
| Q1 2021 | 600 | $43.9B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 1,193,021,145 | $66.0B | 80.25% | 00.0% | Unchanged |
| Partners Value Investments LP | 30,789,564 | $1.70B | 17.23% | 00.0% | Unchanged |
| Royal Bank of Canada | 21,635,508 | $1.20B | 0.23% | +2,942,594+15.7% | Added |
| FMR LLC | 17,471,524 | $966.2M | 0.05% | −43,228−0.2% | Reduced |
| Vanguard Group Inc | 17,171,603 | $950.4M | 0.02% | −33,191−0.2% | Reduced |
| Capital World Investors | 16,369,685 | $905.1M | 0.13% | −7,760,427−32.2% | Reduced |
| Capital International Investors | 16,273,490 | $899.6M | 0.15% | +96,432+0.6% | Added |
| TD Asset Management Inc | 15,589,384 | $861.1M | 0.73% | +250,068+1.6% | Added |
| FIL Ltd | 13,519,306 | $748.3M | 0.64% | +2,745,598+25.5% | Added |
| Mackenzie Financial Corp | 11,400,930 | $631.4M | 0.82% | +282,853+2.5% | Added |
| Bank of Montreal | 10,550,578 | $584.3M | 0.29% | +462,731+4.6% | Added |
| Principal Financial Group Inc | 7,706,445 | $426.0M | 0.23% | −117,948−1.5% | Reduced |
| Norges Bank | 5,323,829 | $294.7M | 0.04% | +19,102+0.4% | Added |
| BlackRock, Inc. | 5,304,101 | $293.2M | 0.01% | +4,943,991+1,372.9% | Added |
| Massachusetts Financial Services Co | 5,134,558 | $283.8M | 0.09% | −248,151−4.6% | Reduced |
| CIBC World Markets Inc. | 4,821,341 | $266.5M | 0.59% | +1,095,181+29.4% | Added |
| National Bank of Canada | 4,422,338 | $244.0M | 0.26% | +2,192,630+98.3% | Added |
| Manufacturers Life Insurance Company, The | 4,218,119 | $232.4M | 0.21% | +857,994+25.5% | Added |
| Geode Capital Management, LLC | 3,755,340 | $208.6M | 0.01% | +1,443,441+62.4% | Added |
| Davenport & Co LLC | 3,556,812 | $196.3M | 1.09% | +385,937+12.2% | Added |
| State Street Corp | 3,524,700 | $194.8M | 0.01% | +3,493,431+11,172.2% | Added |
| William Blair Investment Management, LLC | 3,345,539 | $184.9M | 0.49% | −409,579−10.9% | Reduced |
| Bank of America Corp | 2,968,656 | $164.1M | 0.01% | +323,216+12.2% | Added |
| Goldman Sachs Group Inc | 2,604,364 | $144.0M | 0.02% | +241,172+10.2% | Added |
| CIBC Asset Management Inc | 2,393,790 | $133.5M | 0.42% | +34,747+1.5% | Added |
| British Columbia Investment Management Corp | 2,406,520 | $133.3M | 0.78% | +641,300+36.3% | Added |
| Bank of Nova Scotia | 2,402,604 | $132.9M | 0.27% | +132,771+5.8% | Added |
| Douglass Winthrop Advisors, LLC | 2,399,402 | $132.6M | 2.40% | −272,663−10.2% | Reduced |
| Neuberger Berman Group LLC | 2,363,247 | $130.6M | 0.10% | +105,004+4.6% | Added |
| Beutel, Goodman & Co Ltd. | 2,278,022 | $125.8M | 0.72% | −77,884−3.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,262,302 | $125.3M | 0.44% | +74,741+3.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $121.3M | 1.03% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,926,784 | $106.5M | 1.15% | +24,799+1.3% | Added |
| Invesco Ltd. | 1,867,350 | $103.2M | 0.02% | +521,282+38.7% | Added |
| Canada Pension Plan Investment Board | 1,699,374 | $94.1M | 0.08% | +602,962+55.0% | Added |
| Morgan Stanley | 1,675,376 | $92.6M | 0.01% | −139,089−7.7% | Reduced |
| JPMorgan Chase & Co | 1,673,146 | $92.5M | 0.01% | +79,124+5.0% | Added |
| TD Waterhouse Canada Inc. | 1,486,086 | $81.5M | 0.58% | +129,357+9.5% | Added |
| 1832 Asset Management L.P. | 1,339,484 | $74.0M | 0.13% | +357,523+36.4% | Added |
| Cooke & Bieler LP | 1,254,648 | $69.4M | 0.69% | −625,254−33.3% | Reduced |
| First Manhattan Co | 1,162,323 | $64.2M | 0.18% | −49,654−4.1% | Reduced |
| Scotia Capital Inc. | 1,164,066 | $64.0M | 0.30% | +89,114+8.3% | Added |
| Northern Trust Corp | 1,089,742 | $60.2M | 0.01% | +528,915+94.3% | Added |
| CI Private Wealth, LLC | 1,088,531 | $60.2M | 0.08% | −12,529−1.1% | Reduced |
| Bamco Inc | 1,061,765 | $58.7M | 0.16% | −138,738−11.6% | Reduced |
| Bank of New York Mellon Corp | 941,475 | $52.0M | 0.01% | +286,760+43.8% | Added |
| Fenimore Asset Management Inc | 930,467 | $51.4M | 1.03% | +16,220+1.8% | Added |
| Agf Management Ltd | 919,688 | $51.0M | 0.23% | −683,920−42.6% | Reduced |
| Toronto Dominion Bank | 887,937 | $49.2M | 0.11% | −36,608−4.0% | Reduced |
| Natixis Advisors, L.P. | 882,440 | $48.8M | 0.08% | +190,860+27.6% | Added |
| Nuveen, LLC | 848,676 | $46.9M | 0.01% | +571,041+205.7% | Added |
| UBS Group AG | 799,173 | $44.2M | 0.01% | +241,482+43.3% | Added |
| Alberta Investment Management Corp | 752,567 | $41.7M | 0.33% | −390,208−34.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 724,808 | $39.8M | 0.17% | −15,009−2.0% | Reduced |
| APG Asset Management N.V. | 840,600 | $39.6M | 0.12% | +616,800+275.6% | Added |
| Deutsche Bank AG | 700,376 | $38.7M | 0.01% | +126,437+22.0% | Added |
| Wells Fargo & Company | 691,665 | $38.2M | 0.01% | −2210.0% | Reduced |
| MUFG Securities (Canada), Ltd. | 638,413 | $35.3M | 1.07% | +63,896+11.1% | Added |
| Ci Investments Inc. | 495,875 | $27.4M | 0.10% | −16,168−3.2% | Reduced |
| LGT Capital Partners Ltd. | 495,000 | $27.3M | 1.21% | −2,000−0.4% | Reduced |
| UBS Asset Management Americas Inc | 490,554 | $27.1M | 0.01% | +229,504+87.9% | Added |
| Compagnie Lombard Odier SCmA | 484,090 | $26.8M | 0.35% | +4,240+0.9% | Added |
| Sather Financial Group Inc | 483,377 | $26.7M | 1.57% | −4,310−0.9% | Reduced |
| Amundi | 475,199 | $26.4M | 0.01% | +173,673+57.6% | Added |
| Susquehanna International Group, LLP | 447,658 | $24.7M | 0.04% | −1,328,026−74.8% | Reduced |
| America First Investment Advisors, LLC | 445,219 | $24.6M | 4.91% | −5,060−1.1% | Reduced |
| Envestnet Asset Management Inc | 430,081 | $23.8M | 0.01% | +6,728+1.6% | Added |
| Broad Run Investment Management, LLC | 415,637 | $23.0M | 3.52% | −37,015−8.2% | Reduced |
| Portland Investment Counsel Inc. | 414,100 | $22.9M | 6.74% | +19,950+5.1% | Added |
| New York State Common Retirement Fund | 393,000 | $21.7M | 0.03% | +393,000 | New |
| Addenda Capital Inc. | 285,133 | $21.5M | 0.77% | −7,029−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 375,098 | $20.7M | 0.04% | −2,184−0.6% | Reduced |
| Marathon Asset Mgmt Ltd | 367,324 | $20.3M | 0.65% | −30,153−7.6% | Reduced |
| McDonald Capital Investors Inc | 366,595 | $20.3M | 1.27% | −12,203−3.2% | Reduced |
| Segall Bryant & Hamill, LLC | 360,221 | $19.9M | 0.28% | −20,753−5.4% | Reduced |
| Great West Life Assurance Co | 346,880 | $19.1M | 0.03% | +49,297+16.6% | Added |
| QV Investors Inc. | 342,681 | $18.9M | 1.86% | −64,935−15.9% | Reduced |
| STRS Ohio | 336,397 | $18.6M | 0.07% | +336,397 | New |
| Guardian Partners Inc. | 314,866 | $17.6M | 1.59% | −2,311−0.7% | Reduced |
| Capital International Inc | 317,245 | $17.5M | 0.17% | +57,535+22.2% | Added |
| Rhumbline Advisers | 316,468 | $17.5M | 0.01% | +315,471+31,642.0% | Added |
| Montrusco Bolton Investments Inc. | 313,417 | $17.3M | 0.19% | −108,778−25.8% | Reduced |
| Schroder Investment Management Group | 310,712 | $17.2M | 0.01% | +33,674+12.2% | Added |
| D. E. Shaw & Co., Inc. | 307,093 | $17.0M | 0.02% | +141,207+85.1% | Added |
| Aviva PLC | 294,783 | $16.3M | 0.03% | +279,202+1,791.9% | Added |
| Sequoia Financial Advisors, LLC | 290,496 | $16.1M | 0.11% | +1,114+0.4% | Added |
| Ameriprise Financial Inc | 286,166 | $16.0M | 0.00% | −127,713−30.9% | Reduced |
| Wellington Management Group LLP | 287,279 | $15.9M | 0.00% | −1,037−0.4% | Reduced |
| Bruni J V & Co | 284,681 | $15.7M | 1.66% | −3,284−1.1% | Reduced |
| Renaissance Technologies LLC | 284,000 | $15.7M | 0.02% | −93,200−24.7% | Reduced |
| Baskin Financial Services Inc. | 277,686 | $15.4M | 1.16% | −3,360−1.2% | Reduced |
| Intact Investment Management Inc. | 259,590 | $14.4M | 0.49% | +126,690+95.3% | Added |
| Capital International Sarl | 259,349 | $14.3M | 0.28% | +9,439+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 255,485 | $14.1M | 0.10% | +6,725+2.7% | Added |
| Stifel Financial Corp | 238,664 | $13.2M | 0.01% | −2,662−1.1% | Reduced |
| Teacher Retirement System of Texas | 235,000 | $13.0M | 0.05% | +166,300+242.1% | Added |
| Korea Investment CORP | 234,132 | $12.9M | 0.03% | +4,742+2.1% | Added |
| Tocqueville Asset Management L.P. | 232,097 | $12.8M | 0.20% | −1,605−0.7% | Reduced |
| Janney Montgomery Scott LLC | 225,860 | $12.5M | 0.03% | +4,638+2.1% | Added |
| Raymond James Financial Inc | 222,412 | $12.3M | 0.00% | +16,446+8.0% | Added |