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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, 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.

Institutional holdersQ2 2025: 606 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 heldQ2 2025: $82.7B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2025.

Institutions holding BAM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Creekmur Asset Management LLC1$340.00%+1New
Parkworth Wealth Management, Inc.1$550.00%00.0%Unchanged
New Millennium Group LLC3$1660.00%00.0%Unchanged
Transce3nd, LLC3$1660.00%00.0%Unchanged
Rothschild Investment LLC4$2210.00%00.0%Unchanged
Sittner & Nelson, LLC4$2210.00%00.0%Unchanged
SJS Investment Consulting Inc.5$2770.00%−3−37.5%Reduced
Garde Capital, Inc.6$3320.00%00.0%Unchanged
Aventura Private Wealth, LLC7$3870.00%00.0%Unchanged
Private Wealth Management Group, LLC8$4430.00%00.0%Unchanged
Creative Financial Designs Inc11$6080.00%00.0%Unchanged
St. Johns Investment Management Company, LLC13$7190.00%00.0%Unchanged
McIlrath & Eck, LLC14$7740.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.15$8300.00%00.0%Unchanged
Private Wealth Asset Management, LLC18$9950.00%00.0%Unchanged
Covestor Ltd26$1.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC20$1.11K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc20$1.11K0.00%00.0%Unchanged
Bellevue Asset Management, LLC26$1.44K0.00%00.0%Unchanged
Raffa Wealth Management, LLC31$1.71K0.00%00.0%Unchanged
Golden State Wealth Management, LLC33$1.82K0.00%00.0%Unchanged
Abound Wealth Management33$1.83K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A37$2.04K0.00%00.0%Unchanged
North Star Investment Management Corp.40$2.21K0.00%00.0%Unchanged
Ridgewood Investments LLC45$2.49K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC48$2.65K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.50$2.76K0.00%+22+78.6%Added
Hughes Financial Services, LLC44$2.77K0.00%00.0%Unchanged
Beacon Capital Management, LLC55$3.02K0.00%−19−25.7%Reduced
Mount Yale Investment Advisors, LLC59$3.27K0.00%+59New
Mar Vista Investment Partners LLC61$3.37K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC62$3.43K0.00%+11+21.6%Added
BOK Financial Private Wealth, Inc.62$3.43K0.00%+62New
Harbor Investment Advisory, LLC65$3.59K0.00%00.0%Unchanged
UMA Financial Services, Inc.65$3.59K0.00%+65New
Robinswood Financial LLC66$3.65K0.00%00.0%Unchanged
TD Private Client Wealth LLC68$3.76K0.00%+68New
Optiver Holding B.V.70$3.87K0.00%+70New
Accredited Wealth Management, LLC71$3.92K0.00%00.0%Unchanged
Fifth Third Bancorp72$3.98K0.00%+47+188.0%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$4.19K0.00%00.0%Unchanged
Skopos Labs, Inc.76$4.20K0.00%+17+28.8%Added
Salomon & Ludwin, LLC76$4.22K0.00%+76New
Ameritas Advisory Services, LLC77$4.26K0.00%+77New
Lowe Wealth Advisors, LLC78$4.31K0.00%00.0%Unchanged
NewSquare Capital LLC78$4.31K0.00%+33+73.3%Added
Darwin Advisors, LLC79$4.37K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC80$4.42K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC82$4.53K0.00%+82New
GHP Investment Advisors, Inc.83$4.59K0.00%00.0%Unchanged
Fortis Group Advisors, LLC84$4.64K0.00%00.0%Unchanged
Johnson Financial Group, Inc.90$4.97K0.00%00.0%Unchanged
Rossby Financial, LCC93$5.14K0.00%−430−82.2%Reduced
Cornerstone Planning Group LLC88$5.42K0.00%+36+69.2%Added
GPS Wealth Strategies Group, LLC100$5.53K0.00%00.0%Unchanged
Park Square Financial Group, LLC100$5.53K0.00%00.0%Unchanged
Accent Capital Management, LLC106$5.86K0.00%00.0%Unchanged
North Capital, Inc.112$6.19K0.01%00.0%Unchanged
Bell Investment Advisors, Inc118$6.52K0.00%+36+43.9%Added
Hilltop National Bank127$7.02K0.00%+127New
JNBA Financial Advisors129$7.13K0.00%00.0%Unchanged
CVA Family Office, LLC132$7.30K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC133$7.33K0.00%+1+0.8%Added
Compass Planning Associates Inc136$7.51K0.01%+1+0.7%Added
Greykasell Wealth Strategies, Inc.149$8.24K0.00%00.0%Unchanged
Delta Asset Management LLC155$8.57K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC151$9.46K0.00%+151New
Boreal Capital Management LLC175$9.67K0.01%+175New
Costello Asset Management, INC176$9.73K0.00%+16+10.0%Added
Zions Bancorporation, National Association183$10.1K0.00%−1−0.5%Reduced
Kings Path Partners LLC188$10.4K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC190$10.5K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC190$10.5K0.01%+190New
FSA Wealth Management LLC196$10.8K0.00%00.0%Unchanged
Carderock Capital Management Inc200$11.1K0.00%+200New
Fortitude Family Office, LLC207$11.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC220$12.1K0.00%+78+54.9%Added
Lazard Asset Management LLC253$13.0K0.00%00.0%Unchanged
Promus Capital, LLC237$13.1K0.01%00.0%Unchanged
Cary Street Partners Financial LLC247$13.7K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.262$14.5K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC267$14.8K0.00%−272−50.5%Reduced
Motco248$15.3K0.00%00.0%Unchanged
Central Trust Co282$15.6K0.00%+282New
Stone House Investment Management, LLC285$15.7K0.00%−100−26.0%Reduced
Farther Finance Advisors, LLC301$16.6K0.00%−930−75.5%Reduced
Rosenberg Matthew Hamilton305$16.9K0.00%00.0%Unchanged
Asset Dedication, LLC306$16.9K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC331$18.3K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd348$19.2K0.00%+348New
Sierra Ocean, LLC373$20.6K0.01%00.0%Unchanged
Community Bank, N.A.382$21.1K0.00%00.0%Unchanged
Acadian Asset Management LLC405$22.0K0.00%−30−6.9%Reduced
Briaud Financial Planning, Inc408$22.0K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc410$22.7K0.00%+410New
Spire Wealth Management411$22.7K0.00%−30−6.8%Reduced
Assetmark, Inc412$22.8K0.00%+282+216.9%Added
GAMMA Investing LLC430$23.8K0.00%+43+11.1%Added
Hara Capital LLC451$24.9K0.02%00.0%Unchanged
Caitong International Asset Management Co., Ltd466$25.8K0.02%+432+1,270.6%Added