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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 629 | $67.0B |
| Q1 2026 | 633 | $65.9B |
| Q4 2025 | 633 | $78.1B |
| Q3 2025 | 589 | $85.2B |
| Q2 2025 | 606 | $82.7B |
| Q1 2025 | 590 | $72.1B |
| Q4 2024 | 571 | $16.1B |
| Q3 2024 | 551 | $14.0B |
| Q2 2024 | 529 | $11.3B |
| Q1 2024 | 488 | $11.6B |
| Q4 2023 | 479 | $10.8B |
| Q3 2023 | 451 | $8.78B |
| Q2 2023 | 456 | $8.60B |
| Q1 2023 | 465 | $8.43B |
| 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 | $50.4B |
| 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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 5,180 | $286.4K | 0.03% | −15,417−74.9% | Reduced |
| Ritholtz Wealth Management | 5,241 | $289.7K | 0.01% | −7,764−59.7% | Reduced |
| Venturi Wealth Management, LLC | 5,347 | $295.6K | 0.01% | −520−8.9% | Reduced |
| Fisher Asset Management, LLC | 5,363 | $296.5K | 0.00% | +5,363 | New |
| My Legacy Advisors, LLC | 5,376 | $304.1K | 0.11% | −95−1.7% | Reduced |
| We Are One Seven, LLC | 5,505 | $304.3K | 0.01% | +5,505 | New |
| Cary Street Partner Investment Advisory LLC | 5,577 | $308.3K | 0.15% | +55+1.0% | Added |
| Hemington Wealth Management | 5,609 | $310.0K | 0.04% | −70−1.2% | Reduced |
| Yorktown Management & Research Co Inc | 5,637 | $311.6K | 0.30% | 00.0% | Unchanged |
| Searle & Co. | 5,662 | $312.8K | 0.09% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5,667 | $313.3K | 0.07% | +898+18.8% | Added |
| NewEdge Wealth, LLC | 5,147 | $313.6K | 0.00% | +90+1.8% | Added |
| United Capital Financial Advisers, LLC | 5,680 | $314.0K | 0.00% | +324+6.0% | Added |
| Sanctuary Advisors, LLC | 5,705 | $315.2K | 0.00% | +149+2.7% | Added |
| GoodHaven Capital Management, LLC | 5,708 | $315.5K | 0.11% | −9,201−61.7% | Reduced |
| Bank of Nova Scotia Trust Co | 5,737 | $317.1K | 0.03% | +328+6.1% | Added |
| Clifford Swan Investment Counsel LLC | 5,750 | $317.9K | 0.01% | 00.0% | Unchanged |
| Lincluden Management Ltd | 5,778 | $319.0K | 0.04% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 5,789 | $320.0K | 0.01% | +34+0.6% | Added |
| Moseley Investment Management Inc | 5,811 | $321.2K | 0.11% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,893 | $325.8K | 0.00% | −681−10.4% | Reduced |
| Evercore Wealth Management, LLC | 5,946 | $328.7K | 0.01% | −250−4.0% | Reduced |
| Gateway Investment Advisers LLC | 6,004 | $331.9K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 6,134 | $339.1K | 0.04% | +6,134 | New |
| Moors & Cabot, Inc. | 6,180 | $341.6K | 0.02% | +26+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,213 | $343.5K | 0.00% | +4,287+222.6% | Added |
| NBC Securities, Inc. | 6,249 | $345.0K | 0.03% | −9−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,259 | $345.0K | 0.10% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,248 | $345.4K | 0.06% | +6,248 | New |
| Northwest Financial Advisors | 6,280 | $347.2K | 0.48% | +4+0.1% | Added |
| Allianz Asset Management GmbH | 6,470 | $357.4K | 0.00% | −3,746−36.7% | Reduced |
| Proficio Capital Partners LLC | 6,481 | $358.3K | 0.02% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 6,628 | $366.4K | 0.01% | +6,628 | New |
| Signaturefd, LLC | 6,647 | $367.4K | 0.01% | +2,438+57.9% | Added |
| Quarry LP | 6,647 | $367.4K | 0.08% | +5,065+320.2% | Added |
| Heritage Wealth Advisors | 6,649 | $367.6K | 0.02% | −19−0.3% | Reduced |
| Fiduciary Trust Co | 6,789 | $375.3K | 0.00% | +1,084+19.0% | Added |
| Verition Fund Management LLC | 6,913 | $382.2K | 0.00% | −186,526−96.4% | Reduced |
| HB Wealth Management, LLC | 6,931 | $383.1K | 0.00% | −1,072−13.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,968 | $385.0K | 0.00% | −6,743−49.2% | Reduced |
| ASR Vermogensbeheer N.V. | 7,095 | $391.9K | 0.01% | +500+7.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $395.2K | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,158 | $395.7K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7,252 | $400.9K | 0.01% | +7,252 | New |
| Schwartz Investment Counsel Inc | 7,275 | $402.2K | 0.01% | −230,000−96.9% | Reduced |
| Integrated Wealth Concepts LLC | 7,340 | $405.7K | 0.00% | +1,032+16.4% | Added |
| Vise Technologies, Inc. | 7,423 | $410.3K | 0.02% | +7,423 | New |
| Cigna Investments Inc | 7,488 | $413.0K | 0.07% | +1,022+15.8% | Added |
| Kestra Private Wealth Services, LLC | 7,545 | $417.1K | 0.01% | +747+11.0% | Added |
| Wulff, Hansen & Co. | 7,590 | $419.6K | 0.36% | +735+10.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,724 | $427.0K | 0.01% | +7,374+2,106.9% | Added |
| Brown Brothers Harriman & Co | 7,822 | $432.4K | 0.00% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 7,959 | $439.7K | 0.07% | −1,690−17.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,000 | $442.2K | 0.00% | +1,300+19.4% | Added |
| Carson Advisory Inc. | 8,050 | $445.0K | 0.28% | +400+5.2% | Added |
| Principal Securities, Inc. | 8,163 | $451.2K | 0.01% | −128−1.5% | Reduced |
| Radnor Capital Management, LLC | 8,421 | $466.0K | 0.07% | −339−3.9% | Reduced |
| Carmel Capital Partners, LLC | 8,546 | $472.4K | 0.17% | −1,183−12.2% | Reduced |
| Intech Investment Management LLC | 8,600 | $475.0K | 0.00% | −1,050−10.9% | Reduced |
| Cardinal Point Capital Management, ULC | 8,702 | $480.7K | 0.04% | +8,702 | New |
| Cambria Investment Management, L.P. | 8,720 | $482.0K | 0.03% | −242−2.7% | Reduced |
| Engineers Gate Manager LP | 8,801 | $486.7K | 0.01% | +8,801 | New |
| Summit Financial, LLC | 9,053 | $501.0K | 0.01% | +20.0% | Added |
| NJ State Employees Deferred Compensation Plan | 9,092 | $502.6K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 9,149 | $505.8K | 0.01% | +1,071+13.3% | Added |
| Summit Trail Advisors, LLC | 9,311 | $514.7K | 0.01% | +9,311 | New |
| First Trust Advisors LP | 9,378 | $518.4K | 0.00% | −8,393−47.2% | Reduced |
| Captrust Financial Advisors | 9,502 | $525.2K | 0.00% | +1,099+13.1% | Added |
| Mutual Advisors, LLC | 8,438 | $531.8K | 0.01% | −912−9.8% | Reduced |
| Dimensional Fund Advisors LP | 9,870 | $545.6K | 0.00% | +3,547+56.1% | Added |
| Bridges Investment Management Inc | 9,898 | $547.2K | 0.01% | −3,159−24.2% | Reduced |
| Sterling Capital Management LLC | 10,185 | $563.0K | 0.01% | +7,315+254.9% | Added |
| UniSuper Management Pty Ltd | 7,500 | $565.3K | 0.00% | +700+10.3% | Added |
| Jackson Hole Capital Partners, LLC | 10,310 | $569.9K | 0.10% | +510+5.2% | Added |
| Salvus Wealth Management, LLC | 10,374 | $573.5K | 0.33% | −191−1.8% | Reduced |
| Atria Investments LLC | 10,399 | $574.9K | 0.01% | −282−2.6% | Reduced |
| Leavell Investment Management, Inc. | 10,450 | $577.7K | 0.03% | −48−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 10,509 | $580.9K | 0.00% | +902+9.4% | Added |
| Cresset Asset Management, LLC | 10,661 | $589.0K | 0.00% | −678−6.0% | Reduced |
| Kraematon Investment Advisors, Inc | 10,772 | $595.5K | 0.56% | +21+0.2% | Added |
| Yousif Capital Management, LLC | 10,784 | $596.1K | 0.01% | +4,533+72.5% | Added |
| Warren Averett Asset Management, LLC | 10,873 | $601.1K | 0.01% | +1,180+12.2% | Added |
| Pacifica Partners Inc. | 11,211 | $618.4K | 0.25% | −150−1.3% | Reduced |
| National Philanthropic Trust | 11,241 | $621.4K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 11,352 | $627.5K | 0.01% | +11,352 | New |
| Centiva Capital, LP | 11,370 | $628.5K | 0.04% | +11,370 | New |
| Check Capital Management Inc | 11,586 | $640.5K | 0.04% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 11,619 | $641.8K | 0.00% | +1,436+14.1% | Added |
| Umb Bank N A | 11,671 | $645.2K | 0.01% | +4,500+62.8% | Added |
| Allen Investment Management LLC | 11,759 | $650.0K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 11,822 | $653.5K | 0.22% | 00.0% | Unchanged |
| SIG North Trading, ULC | 12,093 | $668.5K | 0.15% | +12,093 | New |
| TBH Global Asset Management, LLC | 12,268 | $678.2K | 0.15% | −149−1.2% | Reduced |
| Carnegie Lake Advisors LLC | 12,301 | $680.0K | 0.27% | 00.0% | Unchanged |
| MetLife Investment Management | 12,375 | $684.1K | 0.00% | +12,375 | New |
| Private Advisor Group, LLC | 12,549 | $693.7K | 0.00% | −104−0.8% | Reduced |
| Needham Investment Management LLC | 12,570 | $694.4K | 0.06% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 12,724 | $703.4K | 0.07% | +6,378+100.5% | Added |
| Gluskin Sheff & Assoc Inc | 12,752 | $705.6K | 0.09% | −16,722−56.7% | Reduced |
| Herold Advisors, Inc. | 12,793 | $706.7K | 0.15% | 00.0% | Unchanged |