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Brookfield Asset Management Ltd.

BAM
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NYSE
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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.

Q2 2025 vs. Q1 2025

How the institutions holding Brookfield Asset Management Ltd. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of BAM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders5906606+22
Shares1.49B111.3K1.50B+7.84M (+0.5%)
Value$72.1B$5.39M$82.7B+$10.6B (+14.7%)

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (82)

Institutions that held Brookfield Asset Management Ltd. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to BAM in Q2 2025
InstitutionSharesValue% of portfolio
New York State Common Retirement Fund393,000$21.7M0.03%
STRS Ohio336,397$18.6M0.07%
Treasurer of the State of North Carolina178,620$9.87M0.03%
Woodbridge Co Ltd103,216$5.71M0.01%
Walleye Capital LLC89,068$4.92M0.05%
State Board of Administration of Florida Retirement System68,820$3.80M0.01%
Lighthouse Investment Partners, LLC59,509$3.29M0.14%
Police & Firemen's Retirement System of New Jersey58,450$3.23M0.03%
Dynamic Technology Lab Private Ltd54,524$3.01M0.41%
Point72 Hong Kong Ltd54,378$3.00M0.21%
CWM Advisors, LLC46,863$2.59M0.28%
Cubist Systematic Strategies, LLC38,785$2.14M0.02%
Rezny Wealth Management, Inc.38,381$2.12M0.48%
Amalgamated Bank35,815$1.98M0.02%
Entropy Technologies, LP34,814$1.92M0.15%
Xponance, Inc.30,534$1.69M0.01%
Strategic Wealth Partners, Ltd.28,436$1.57M0.12%
Hunting Hill Global Capital, LLC25,800$1.43M0.77%
California State Teachers Retirement System24,120$1.33M0.00%
Westerkirk Capital Inc.24,000$1.33M0.16%
Charles Schwab Investment Management Inc23,576$1.30M0.00%
Prudential Financial Inc21,960$1.21M0.00%
Park Avenue Securities LLC20,287$1.12M0.01%
Voya Investment Management LLC19,688$1.09M0.00%
Maryland State Retirement & Pension System18,585$1.03M0.02%
Wolverine Trading, LLC18,159$1.00M0.03%
Atlantic Union Bankshares Corp17,426$963.3K0.02%
Jackson Square Capital, LLC16,028$885.5K0.20%
Capital Fund Management S.A.16,000$884.5K0.01%
MetLife Investment Management12,375$684.1K0.00%
SIG North Trading, ULC12,093$668.5K0.15%
Centiva Capital, LP11,370$628.5K0.04%
Glenview Trust Co11,352$627.5K0.01%
Summit Trail Advisors, LLC9,311$514.7K0.01%
Engineers Gate Manager LP8,801$486.7K0.01%
Cardinal Point Capital Management, ULC8,702$480.7K0.04%
Vise Technologies, Inc.7,423$410.3K0.02%
RMB Capital Management, LLC7,252$400.9K0.01%
ICONIQ Capital, LLC6,628$366.4K0.01%
Fox Run Management, L.L.C.6,248$345.4K0.06%
Denali Advisors LLC6,134$339.1K0.04%
We Are One Seven, LLC5,505$304.3K0.01%
Fisher Asset Management, LLC5,363$296.5K0.00%
Gsa Capital Partners LLP5,016$277.0K0.02%
Picton Mahoney Asset Management4,571$252.0K0.00%
Evergreen Capital Management LLC4,521$249.9K0.01%
SageView Advisory Group, LLC3,904$245.4K0.01%
Wetherby Asset Management Inc4,078$225.4K0.01%
Arkadios Wealth Advisors4,073$225.1K0.01%
Crescent Grove Advisors, LLC3,957$218.7K0.02%
PDS Planning, Inc3,870$213.9K0.02%
Syon Capital LLC3,851$212.9K0.01%
Family Management Corp3,788$209.3K0.03%
Verdence Capital Advisors LLC3,777$208.8K0.01%
Heron Bay Capital Management3,759$207.8K0.04%
Oppenheimer Asset Management Inc.3,753$207.5K0.00%
Diversify Advisory Services, LLC3,304$207.0K0.01%
Simplex Trading, LLC3,729$206.0K0.01%
Wealthspire Advisors, LLC3,688$203.8K0.00%
Advisors Capital Management, LLC3,635$200.9K0.00%
Paradigm Financial Partners, LLC3,627$200.5K0.02%
Lineweaver Wealth Advisors, LLC3,622$200.3K0.03%
AdvisorNet Financial, Inc2,325$128.5K0.01%
Sagard Holdings Management Inc.710$39.3K0.11%
Global Retirement Partners, LLC577$31.9K0.00%
Armstrong Advisory Group, Inc410$22.7K0.00%
Stonehage Fleming Financial Services Holdings Ltd348$19.2K0.00%
Central Trust Co282$15.6K0.00%
Carderock Capital Management Inc200$11.1K0.00%
Legacy Investment Solutions, LLC190$10.5K0.01%
Boreal Capital Management LLC175$9.67K0.01%
Twin Peaks Wealth Advisors, LLC151$9.46K0.00%
Hilltop National Bank127$7.02K0.00%
Bruce G. Allen Investments, LLC82$4.53K0.00%
Ameritas Advisory Services, LLC77$4.26K0.00%
Salomon & Ludwin, LLC76$4.22K0.00%
Optiver Holding B.V.70$3.87K0.00%
TD Private Client Wealth LLC68$3.76K0.00%
UMA Financial Services, Inc.65$3.59K0.00%
BOK Financial Private Wealth, Inc.62$3.43K0.00%
Mount Yale Investment Advisors, LLC59$3.27K0.00%
Creekmur Asset Management LLC1$340.00%

Sold out (60)

Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of BAM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Millennium Management LLC1,722,683$83.5M
MUFG Securities EMEA plc574,999$40.1M
HRT Financial LP721,366$35.0M
Adage Capital Partners GP, L.L.C.386,867$18.7M
Cortland Associates Inc313,637$15.2M
ExodusPoint Capital Management, LP193,073$9.35M
Susquehanna Advisors Group, Inc.160,637$7.78M
Jain Global LLC159,832$7.74M
Third Avenue Management LLC132,103$6.40M
Point72 Europe (London) LLP105,100$5.09M
SG Americas Securities, LLC96,865$4.77M
Balyasny Asset Management LLC94,348$4.57M
XTX Topco Ltd67,942$3.29M
Jefferies Financial Group Inc.63,795$3.09M
Brevan Howard Capital Management LP47,154$2.28M
Landscape Capital Management, L.L.C.35,665$1.73M
Tiaa Trust, National Association30,601$1.48M
Maven Securities LTD30,000$1.45M
Generali Asset Management SPA SGR19,827$1.38M
Cannon Global Investment Management, LLC26,000$1.26M
Mediolanum International Funds Ltd23,509$1.14M
Man Group plc17,100$828.5K
Laurion Capital Management LP15,000$726.8K
Jump Financial, LLC12,990$629.4K
United Services Automobile Association12,824$622.5K
Magnetar Financial LLC11,124$539.0K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.10,057$487.3K
Procyon Private Wealth Partners, LLC9,889$479.1K
Wexford Capital LP9,000$436.1K
DRW Securities, LLC8,900$431.2K
SummitTX Capital, L.P.7,786$377.2K
Capital A Wealth Management, LLC7,599$368.2K
CTC Alternative Strategies, Ltd.6,800$329.5K
Integrity Alliance, LLC.5,797$280.9K
Powell Investment Advisors, LLC5,780$280.0K
RSM US Wealth Management LLC5,738$278.0K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.5,327$258.1K
Oppenheimer & Co Inc4,523$219.1K
Y-Intercept (Hong Kong) Ltd4,230$204.9K
Danske Bank A/S3,392$164.6K
State of Wyoming2,534$122.6K
eCIO, Inc.1,329$64.4K
Continuum Advisory, LLC1,269$61.5K
Coldstream Capital Management Inc1,128$54.6K
Leonteq Securities AG1,100$53.3K
Plato Investment Management Ltd1,075$52.6K
Ravenstone Capital Management Inc.1,075$52.1K
Quent Capital, LLC1,025$49.6K
Washington Trust Co640$31.0K
EMC Capital Management349$17.0K
Wayfinding Financial, LLC250$12.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP124$6.27K
Hexagon Capital Partners LLC105$5.09K
Western Pacific Wealth Management, LP97$4.70K
Carolina Wealth Advisors, LLC47$2.28K
Garrison Bradford & Associates Inc46$2.23K
Crewe Advisors LLC44$2.13K
Stonebridge Financial Group, LLC44$2.13K
Oakworth Capital, Inc.8$388
Salem Investment Counselors Inc1$49

Not filed for Q2 2025 yet (6)

Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
JCIC Asset Management Inc.82,921$4.01M
Sandy Spring Bank18,592$900.8K
Credit Agricole S A6,640$321.7K
Lindbrook Capital, LLC2,413$116.9K
Grayhawk Investment Strategies Inc.710$34.4K
Sofos Investments, Inc.22$1.07K