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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
Pinnacle Financial Partners Inc494$27.3K0.00%00.0%Unchanged
Manchester Capital Management LLC521$28.8K0.00%+442+559.5%Added
St Germain D J Co Inc536$29.6K0.00%00.0%Unchanged
CoreCap Advisors, LLC566$31.3K0.00%00.0%Unchanged
Allworth Financial LP574$31.7K0.00%+112+24.2%Added
Global Retirement Partners, LLC577$31.9K0.00%+577New
IFP Advisors, Inc584$32.3K0.00%+5+0.9%Added
Truvestments Capital LLC587$32.4K0.01%−350−37.4%Reduced
Mountain Hill Investment Partners Corp.597$33.0K0.03%00.0%Unchanged
Cullen/Frost Bankers, Inc.613$33.9K0.00%+88+16.8%Added
Sagard Holdings Management Inc.710$39.3K0.11%+710New
Tower Research Capital LLC (TRC)764$42.2K0.00%−10,174−93.0%Reduced
Pin Oak Investment Advisors Inc893$43.0K0.04%00.0%Unchanged
Lummis Asset Management, LP797$44.1K0.03%00.0%Unchanged
GWM Advisors LLC850$47.0K0.00%−11−1.3%Reduced
Legacy Bridge, LLC909$50.3K0.02%00.0%Unchanged
EverSource Wealth Advisors, LLC921$50.9K0.00%−735−44.4%Reduced
Harbour Investments, Inc.940$52.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.995$55.0K0.00%+558+127.7%Added
Princeton Global Asset Management LLC1,000$55.3K0.01%−5,162−83.8%Reduced
DHJJ Financial Advisors, Ltd.1,001$55.3K0.02%+1,000+100,000.0%Added
BFSG, LLC1,007$55.7K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,035$57.2K0.00%00.0%Unchanged
Larson Financial Group LLC1,057$58.4K0.00%−40−3.6%Reduced
Trust Co of Vermont1,070$59.1K0.00%+508+90.4%Added
Provenance Wealth Advisors, LLC1,124$62.1K0.01%00.0%Unchanged
Richardson Financial Services Inc.1,190$65.4K0.04%−10−0.8%Reduced
Massmutual Trust Co FSB1,241$68.6K0.00%+181+17.1%Added
HM Payson & Co1,300$71.9K0.00%00.0%Unchanged
Hanson & Doremus Investment Management1,298$72.0K0.01%00.0%Unchanged
Louisbourg Investments Inc.1,402$77.5K0.02%−48,750−97.2%Reduced
Addison Advisors LLC1,407$77.8K0.02%+353+33.5%Added
Key Financial Inc1,513$83.6K0.02%00.0%Unchanged
Private Trust Co NA1,532$84.7K0.01%+281+22.5%Added
Cromwell Holdings LLC1,591$88.0K0.05%00.0%Unchanged
Financial Perspectives, Inc1,620$89.6K0.03%00.0%Unchanged
Atlantic Trust, LLC1,676$92.7K0.02%+101+6.4%Added
Parkside Financial Bank & Trust1,714$94.8K0.01%00.0%Unchanged
Anchor Investment Management, LLC1,759$97.2K0.01%−56−3.1%Reduced
DAGCO, Inc.1,765$97.6K0.03%00.0%Unchanged
Huntington National Bank1,888$104.3K0.00%−369−16.3%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.1,947$107.6K0.01%00.0%Unchanged
Financial Management Professionals, Inc.1,972$109.0K0.01%−164−7.7%Reduced
Wolverine Asset Management LLC1,973$109.1K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.694$115.9K0.01%+26+3.9%Added
GoalVest Advisory LLC2,180$120.5K0.03%+190+9.5%Added
AdvisorNet Financial, Inc2,325$128.5K0.01%+2,325New
Parallel Advisors, LLC2,407$133.1K0.00%+849+54.5%Added
Shell Asset Management Co2,451$135.0K0.00%+1,562+175.7%Added
Northwestern Mutual Wealth Management Co2,512$138.9K0.00%+497+24.7%Added
CWM, LLC2,514$139.0K0.00%+86+3.5%Added
Farmers & Merchants Investments Inc2,519$139.3K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado2,606$144.0K0.00%00.0%Unchanged
Versant Capital Management, Inc2,687$148.4K0.02%−27−1.0%Reduced
Pacer Advisors, Inc.3,277$181.4K0.00%−83−2.5%Reduced
SBI Securities Co., Ltd.3,454$190.9K0.01%+250+7.8%Added
Lineweaver Wealth Advisors, LLC3,622$200.3K0.03%+3,622New
Paradigm Financial Partners, LLC3,627$200.5K0.02%+3,627New
Advisors Capital Management, LLC3,635$200.9K0.00%+3,635New
Icon Wealth Advisors, LLC3,670$202.9K0.01%00.0%Unchanged
Wealthspire Advisors, LLC3,688$203.8K0.00%+3,688New
Simplex Trading, LLC3,729$206.0K0.01%+3,729New
Diversify Advisory Services, LLC3,304$207.0K0.01%+3,304New
Oppenheimer Asset Management Inc.3,753$207.5K0.00%+3,753New
Heron Bay Capital Management3,759$207.8K0.04%+3,759New
AQR Capital Management LLC3,767$208.2K0.00%−1,081−22.3%Reduced
Verdence Capital Advisors LLC3,777$208.8K0.01%+3,777New
Family Management Corp3,788$209.3K0.03%+3,788New
National Asset Management, Inc.3,836$212.1K0.01%−1,071−21.8%Reduced
Syon Capital LLC3,851$212.9K0.01%+3,851New
PDS Planning, Inc3,870$213.9K0.02%+3,870New
Belmont Capital, LLC3,918$216.4K0.03%00.0%Unchanged
Crescent Grove Advisors, LLC3,957$218.7K0.02%+3,957New
Arkadios Wealth Advisors4,073$225.1K0.01%+4,073New
Wetherby Asset Management Inc4,078$225.4K0.01%+4,078New
Jones Financial Companies LLLP4,212$232.2K0.00%+966+29.8%Added
Focus Financial Network, Inc.4,242$234.5K0.01%−200−4.5%Reduced
Allie Family Office LLC4,302$237.8K0.12%00.0%Unchanged
Washington Trust Advisors, Inc.4,360$241.0K0.02%−135−3.0%Reduced
Stratos Wealth Partners, LTD.4,415$244.1K0.00%+132+3.1%Added
SageView Advisory Group, LLC3,904$245.4K0.01%+3,904New
Evergreen Capital Management LLC4,521$249.9K0.01%+4,521New
Compass Ion Advisors, LLC4,529$250.4K0.03%00.0%Unchanged
Mercer Global Advisors Inc4,530$250.4K0.00%+183+4.2%Added
Picton Mahoney Asset Management4,571$252.0K0.00%+4,571New
Hilltop Holdings Inc.4,604$254.5K0.02%−227−4.7%Reduced
Virtu Financial LLC4,741$262.0K0.01%−655−12.1%Reduced
Laurus Investment Counsel Inc.4,827$266.8K0.17%00.0%Unchanged
Transcend Wealth Collective, LLC4,912$271.5K0.02%−20−0.4%Reduced
Triasima Portfolio Management inc.4,917$271.6K0.05%−4,811−49.5%Reduced
Heritage Investors Management Corp4,948$274.0K0.01%00.0%Unchanged
Aspen Grove Capital, LLC5,006$276.7K0.05%00.0%Unchanged
Gsa Capital Partners LLP5,016$277.0K0.02%+5,016New
Argent Trust Co5,029$278.0K0.01%−1,694−25.2%Reduced
Parsons Capital Management Inc5,122$283.1K0.02%00.0%Unchanged
Keybank National Association5,134$283.8K0.00%+422+9.0%Added
Silvercrest Asset Management Group LLC5,147$284.5K0.00%00.0%Unchanged
Round Rock Advisors, LLC5,153$284.9K0.05%00.0%Unchanged
Gilbert & Cook, Inc.5,163$285.4K0.04%+16+0.3%Added
Bryn Mawr Trust Co5,174$286.0K0.01%−953−15.6%Reduced