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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 218,158 | $12.1M | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 213,573 | $11.8M | 0.14% | −12,838−5.7% | Reduced |
| Motley Fool Wealth Management, LLC | 209,780 | $11.6M | 0.70% | −51,630−19.8% | Reduced |
| Motley Fool Asset Management LLC | 199,712 | $11.0M | 0.51% | −3,720−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 199,036 | $11.0M | 0.04% | +156,979+373.3% | Added |
| Capula Management Ltd | 159,608 | $10.5M | 0.13% | +39,898+33.3% | Added |
| HighTower Advisors, LLC | 186,697 | $10.3M | 0.01% | +42,017+29.0% | Added |
| Northwest & Ethical Investments L.P. | 178,762 | $9.89M | 0.25% | −28,490−13.7% | Reduced |
| Treasurer of the State of North Carolina | 178,620 | $9.87M | 0.03% | +178,620 | New |
| Blue Zone Wealth Advisors, LLC | 174,916 | $9.67M | 2.41% | +2,977+1.7% | Added |
| 2Xideas AG | 169,258 | $9.35M | 1.61% | −17,600−9.4% | Reduced |
| Royal London Asset Management Ltd | 162,016 | $8.96M | 0.02% | −700−0.4% | Reduced |
| Marks Group Wealth Management, Inc | 161,906 | $8.95M | 0.83% | −1,607−1.0% | Reduced |
| Capital International Ltd | 161,210 | $8.91M | 0.34% | +530.0% | Added |
| Schonfeld Strategic Advisors LLC | 159,874 | $8.84M | 0.07% | −11,920−6.9% | Reduced |
| EdgePoint Investment Group Inc. | 159,255 | $8.82M | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 159,121 | $8.80M | 0.00% | +145,417+1,061.1% | Added |
| Pictet Asset Management Holding SA | 156,331 | $8.64M | 0.01% | +19,322+14.1% | Added |
| Hillsdale Investment Management Inc. | 153,499 | $8.50M | 0.31% | −12,846−7.7% | Reduced |
| Fiera Capital Corp | 151,805 | $8.40M | 0.03% | +20,631+15.7% | Added |
| Summitry LLC | 144,578 | $7.99M | 0.36% | +9,724+7.2% | Added |
| HSBC Holdings PLC | 140,394 | $7.78M | 0.00% | −761,078−84.4% | Reduced |
| Skba Capital Management LLC | 139,700 | $7.72M | 1.11% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 135,218 | $7.47M | 0.02% | −86,894−39.1% | Reduced |
| Alliancebernstein L.P. | 134,842 | $7.45M | 0.00% | +105,149+354.1% | Added |
| Franklin Resources Inc | 132,275 | $7.33M | 0.00% | −24,787−15.8% | Reduced |
| Woodmont Investment Counsel LLC | 129,533 | $7.16M | 0.47% | +10,196+8.5% | Added |
| Laffer Tengler Investments | 129,310 | $7.15M | 1.27% | −21,857−14.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 127,645 | $7.05M | 0.02% | +525+0.4% | Added |
| Creative Planning | 124,924 | $6.91M | 0.01% | +28,502+29.6% | Added |
| Qube Research & Technologies Ltd | 121,457 | $6.72M | 0.01% | −845,904−87.4% | Reduced |
| MAI Capital Management | 121,342 | $6.71M | 0.05% | +230.0% | Added |
| Citigroup Inc | 121,213 | $6.70M | 0.00% | −150,276−55.4% | Reduced |
| Smith, Salley & Associates | 116,233 | $6.43M | 0.37% | +3,941+3.5% | Added |
| Voloridge Investment Management, LLC | 110,405 | $6.10M | 0.02% | −48,113−30.4% | Reduced |
| American Century Companies Inc | 106,343 | $5.88M | 0.00% | +24,472+29.9% | Added |
| Woodbridge Co Ltd | 103,216 | $5.71M | 0.01% | +103,216 | New |
| Russell Investments Group, Ltd. | 101,871 | $5.63M | 0.01% | +4,006+4.1% | Added |
| Van Eck Associates Corp | 101,018 | $5.59M | 0.01% | +92,724+1,118.0% | Added |
| Nicola Wealth Management Ltd. | 100,558 | $5.56M | 0.52% | −34,000−25.3% | Reduced |
| Beck Mack & Oliver LLC | 97,102 | $5.37M | 0.10% | −5,199−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 95,321 | $5.27M | 0.04% | −9,657−9.2% | Reduced |
| Colonial Trust Advisors | 94,251 | $5.21M | 0.43% | +2,669+2.9% | Added |
| Texas Yale Capital Corp. | 93,910 | $5.19M | 0.17% | +1,650+1.8% | Added |
| West Bancorporation Inc | 93,091 | $5.15M | 3.25% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 92,046 | $5.09M | 0.80% | +4,808+5.5% | Added |
| Forsta Ap-Fonden | 91,300 | $5.04M | 0.03% | +5,800+6.8% | Added |
| Azimuth Capital Investment Management LLC | 91,018 | $5.03M | 0.19% | −76,862−45.8% | Reduced |
| Walleye Capital LLC | 89,068 | $4.92M | 0.05% | +89,068 | New |
| Sanibel Captiva Trust Company, Inc. | 88,850 | $4.91M | 0.15% | −6,748−7.1% | Reduced |
| SEI Investments Co | 82,423 | $4.56M | 0.01% | +19,109+30.2% | Added |
| Janus Henderson Group PLC | 82,364 | $4.55M | 0.00% | −6,889−7.7% | Reduced |
| Bridgewater Associates, LP | 82,222 | $4.54M | 0.02% | −137,625−62.6% | Reduced |
| New South Capital Management Inc | 81,684 | $4.52M | 0.22% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 81,244 | $4.49M | 0.03% | +3,206+4.1% | Added |
| Legal & General Group Plc | 80,632 | $4.46M | 0.00% | +47,659+144.5% | Added |
| DekaBank Deutsche Girozentrale | 79,236 | $4.38M | 0.01% | +12,571+18.9% | Added |
| Quantinno Capital Management LP | 78,387 | $4.33M | 0.02% | +10,360+15.2% | Added |
| Brown Advisory Inc | 78,322 | $4.33M | 0.01% | +2,509+3.3% | Added |
| Mizuho Markets Americas LLC | 75,000 | $4.15M | 0.14% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 74,500 | $4.12M | 0.03% | +12,500+20.2% | Added |
| Tritonpoint Wealth, LLC | 73,728 | $4.08M | 0.38% | −1,960−2.6% | Reduced |
| Rathbone Brothers plc | 72,144 | $3.99M | 0.02% | +1,000+1.4% | Added |
| Clearstead Advisors, LLC | 71,083 | $3.93M | 0.06% | −15,200−17.6% | Reduced |
| Bragg Financial Advisors, Inc | 70,833 | $3.91M | 0.14% | −2,400−3.3% | Reduced |
| Cumberland Partners Ltd | 70,790 | $3.91M | 0.27% | −44,055−38.4% | Reduced |
| Capital Group Private Client Services, Inc. | 69,523 | $3.84M | 0.03% | −1,072−1.5% | Reduced |
| Colony Group, LLC | 69,246 | $3.83M | 0.01% | +300+0.4% | Added |
| Chicago Partners Investment Group LLC | 61,017 | $3.81M | 0.11% | −647−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 68,820 | $3.80M | 0.01% | +68,820 | New |
| Lee Danner & Bass Inc | 68,383 | $3.78M | 0.29% | 00.0% | Unchanged |
| PEAK6 LLC | 66,743 | $3.69M | 0.13% | +18,754+39.1% | Added |
| Utah Retirement Systems | 65,978 | $3.65M | 0.04% | +20,212+44.2% | Added |
| Private Management Group Inc | 65,624 | $3.63M | 0.12% | −1,555−2.3% | Reduced |
| SOL Capital Management CO | 65,347 | $3.61M | 0.35% | +13,975+27.2% | Added |
| LPL Financial LLC | 64,261 | $3.55M | 0.00% | +8,907+16.1% | Added |
| Lawson Kroeker Investment Management Inc | 63,849 | $3.53M | 0.66% | −746−1.2% | Reduced |
| Asset Management One Co.,Ltd. | 62,914 | $3.48M | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 62,468 | $3.45M | 0.08% | 00.0% | Unchanged |
| USS Investment Management Ltd | 61,561 | $3.40M | 0.02% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 59,509 | $3.29M | 0.14% | +59,509 | New |
| Police & Firemen's Retirement System of New Jersey | 58,450 | $3.23M | 0.03% | +58,450 | New |
| Swiss Life Asset Management Ltd | 54,890 | $3.04M | 0.02% | +37,903+223.1% | Added |
| Jane Street Group, LLC | 54,848 | $3.03M | 0.00% | −1,001,387−94.8% | Reduced |
| Greenland Capital Management LP | 54,798 | $3.03M | 0.39% | −6,525−10.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 54,524 | $3.01M | 0.41% | +54,524 | New |
| Point72 Hong Kong Ltd | 54,378 | $3.00M | 0.21% | +54,378 | New |
| The PNC Financial Services Group, Inc. | 54,006 | $2.99M | 0.00% | −2,811−4.9% | Reduced |
| Landmark Investment Partners, L.P. | 53,697 | $2.97M | 1.33% | −22,763−29.8% | Reduced |
| BNP Paribas Arbitrage, SA | 53,677 | $2.97M | 0.00% | +42,222+368.6% | Added |
| Davidson Kahn Capital Management, LLC | 53,588 | $2.97M | 1.90% | +1,102+2.1% | Added |
| Marshall Wace, LLP | 53,555 | $2.96M | 0.00% | −1,142,189−95.5% | Reduced |
| Tacita Capital Inc | 52,008 | $2.88M | 1.85% | +4,768+10.1% | Added |
| Maltese Capital Management LLC | 50,000 | $2.76M | 0.39% | +40,000+400.0% | Added |
| Blue Sky Capital Consultants Group, Inc. | 48,883 | $2.70M | 1.39% | +3,373+7.4% | Added |
| ArrowMark Colorado Holdings LLC | 48,844 | $2.70M | 0.05% | 00.0% | Unchanged |
| Lipe & Dalton | 48,015 | $2.65M | 1.43% | −476−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 47,554 | $2.63M | 0.00% | +10,788+29.3% | Added |
| BNP Paribas | 47,632 | $2.63M | 0.09% | 00.0% | Unchanged |
| CWM Advisors, LLC | 46,863 | $2.59M | 0.28% | +46,863 | New |