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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 11,856 | $731.2K | 0.01% | +1,416+13.6% | Added |
| Truist Financial Corp | 13,053 | $721.6K | 0.00% | +1,640+14.4% | Added |
| Hudson Bay Capital Management LP | 13,040 | $720.9K | 0.00% | −25,350−66.0% | Reduced |
| Clearbridge Investments, LLC | 13,008 | $719.1K | 0.00% | −924−6.6% | Reduced |
| Quinn Opportunity Partners LLC | 12,850 | $710.3K | 0.06% | −5,050−28.2% | Reduced |
| Mirabella Financial Services LLP | 12,767 | $708.4K | 0.07% | −29,761−70.0% | Reduced |
| Herold Advisors, Inc. | 12,793 | $706.7K | 0.15% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 12,752 | $705.6K | 0.09% | −16,722−56.7% | Reduced |
| Principal Street Partners, LLC | 12,724 | $703.4K | 0.07% | +6,378+100.5% | Added |
| Needham Investment Management LLC | 12,570 | $694.4K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,549 | $693.7K | 0.00% | −104−0.8% | Reduced |
| MetLife Investment Management | 12,375 | $684.1K | 0.00% | +12,375 | New |
| Carnegie Lake Advisors LLC | 12,301 | $680.0K | 0.27% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 12,268 | $678.2K | 0.15% | −149−1.2% | Reduced |
| SIG North Trading, ULC | 12,093 | $668.5K | 0.15% | +12,093 | New |
| Taylor Hoffman Capital Management LLC | 11,822 | $653.5K | 0.22% | 00.0% | Unchanged |
| Allen Investment Management LLC | 11,759 | $650.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 11,671 | $645.2K | 0.01% | +4,500+62.8% | Added |
| Assenagon Asset Management S.A. | 11,619 | $641.8K | 0.00% | +1,436+14.1% | Added |
| Check Capital Management Inc | 11,586 | $640.5K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,370 | $628.5K | 0.04% | +11,370 | New |
| Glenview Trust Co | 11,352 | $627.5K | 0.01% | +11,352 | New |
| National Philanthropic Trust | 11,241 | $621.4K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11,211 | $618.4K | 0.25% | −150−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 10,873 | $601.1K | 0.01% | +1,180+12.2% | Added |
| Yousif Capital Management, LLC | 10,784 | $596.1K | 0.01% | +4,533+72.5% | Added |
| Kraematon Investment Advisors, Inc | 10,772 | $595.5K | 0.56% | +21+0.2% | Added |
| Cresset Asset Management, LLC | 10,661 | $589.0K | 0.00% | −678−6.0% | Reduced |
| Avantax Advisory Services, Inc. | 10,509 | $580.9K | 0.00% | +902+9.4% | Added |
| Leavell Investment Management, Inc. | 10,450 | $577.7K | 0.03% | −48−0.5% | Reduced |
| Atria Investments LLC | 10,399 | $574.9K | 0.01% | −282−2.6% | Reduced |
| Salvus Wealth Management, LLC | 10,374 | $573.5K | 0.33% | −191−1.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,310 | $569.9K | 0.10% | +510+5.2% | Added |
| UniSuper Management Pty Ltd | 7,500 | $565.3K | 0.00% | +700+10.3% | Added |
| Sterling Capital Management LLC | 10,185 | $563.0K | 0.01% | +7,315+254.9% | Added |
| Bridges Investment Management Inc | 9,898 | $547.2K | 0.01% | −3,159−24.2% | Reduced |
| Dimensional Fund Advisors LP | 9,870 | $545.6K | 0.00% | +3,547+56.1% | Added |
| Mutual Advisors, LLC | 8,438 | $531.8K | 0.01% | −912−9.8% | Reduced |
| Captrust Financial Advisors | 9,502 | $525.2K | 0.00% | +1,099+13.1% | Added |
| First Trust Advisors LP | 9,378 | $518.4K | 0.00% | −8,393−47.2% | Reduced |
| Summit Trail Advisors, LLC | 9,311 | $514.7K | 0.01% | +9,311 | New |
| Everett Harris & Co | 9,149 | $505.8K | 0.01% | +1,071+13.3% | Added |
| NJ State Employees Deferred Compensation Plan | 9,092 | $502.6K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,053 | $501.0K | 0.01% | +20.0% | Added |
| Engineers Gate Manager LP | 8,801 | $486.7K | 0.01% | +8,801 | New |
| Cambria Investment Management, L.P. | 8,720 | $482.0K | 0.03% | −242−2.7% | Reduced |
| Cardinal Point Capital Management, ULC | 8,702 | $480.7K | 0.04% | +8,702 | New |
| Intech Investment Management LLC | 8,600 | $475.0K | 0.00% | −1,050−10.9% | Reduced |
| Carmel Capital Partners, LLC | 8,546 | $472.4K | 0.17% | −1,183−12.2% | Reduced |
| Radnor Capital Management, LLC | 8,421 | $466.0K | 0.07% | −339−3.9% | Reduced |
| Principal Securities, Inc. | 8,163 | $451.2K | 0.01% | −128−1.5% | Reduced |
| Carson Advisory Inc. | 8,050 | $445.0K | 0.28% | +400+5.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,000 | $442.2K | 0.00% | +1,300+19.4% | Added |
| K.J. Harrison & Partners Inc | 7,959 | $439.7K | 0.07% | −1,690−17.5% | Reduced |
| Brown Brothers Harriman & Co | 7,822 | $432.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,724 | $427.0K | 0.01% | +7,374+2,106.9% | Added |
| Wulff, Hansen & Co. | 7,590 | $419.6K | 0.36% | +735+10.7% | Added |
| Kestra Private Wealth Services, LLC | 7,545 | $417.1K | 0.01% | +747+11.0% | Added |
| Cigna Investments Inc | 7,488 | $413.0K | 0.07% | +1,022+15.8% | Added |
| Vise Technologies, Inc. | 7,423 | $410.3K | 0.02% | +7,423 | New |
| Integrated Wealth Concepts LLC | 7,340 | $405.7K | 0.00% | +1,032+16.4% | Added |
| Schwartz Investment Counsel Inc | 7,275 | $402.2K | 0.01% | −230,000−96.9% | Reduced |
| RMB Capital Management, LLC | 7,252 | $400.9K | 0.01% | +7,252 | New |
| Hendershot Investments Inc. | 7,158 | $395.7K | 0.05% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $395.2K | 0.06% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 7,095 | $391.9K | 0.01% | +500+7.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,968 | $385.0K | 0.00% | −6,743−49.2% | Reduced |
| HB Wealth Management, LLC | 6,931 | $383.1K | 0.00% | −1,072−13.4% | Reduced |
| Verition Fund Management LLC | 6,913 | $382.2K | 0.00% | −186,526−96.4% | Reduced |
| Fiduciary Trust Co | 6,789 | $375.3K | 0.00% | +1,084+19.0% | Added |
| Heritage Wealth Advisors | 6,649 | $367.6K | 0.02% | −19−0.3% | Reduced |
| 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 |
| ICONIQ Capital, LLC | 6,628 | $366.4K | 0.01% | +6,628 | New |
| Proficio Capital Partners LLC | 6,481 | $358.3K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 6,470 | $357.4K | 0.00% | −3,746−36.7% | Reduced |
| Northwest Financial Advisors | 6,280 | $347.2K | 0.48% | +4+0.1% | Added |
| Fox Run Management, L.L.C. | 6,248 | $345.4K | 0.06% | +6,248 | New |
| 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 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,213 | $343.5K | 0.00% | +4,287+222.6% | Added |
| Moors & Cabot, Inc. | 6,180 | $341.6K | 0.02% | +26+0.4% | Added |
| Denali Advisors LLC | 6,134 | $339.1K | 0.04% | +6,134 | New |
| Gateway Investment Advisers LLC | 6,004 | $331.9K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 5,946 | $328.7K | 0.01% | −250−4.0% | Reduced |
| Kestra Advisory Services, LLC | 5,893 | $325.8K | 0.00% | −681−10.4% | Reduced |
| Moseley Investment Management Inc | 5,811 | $321.2K | 0.11% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 5,789 | $320.0K | 0.01% | +34+0.6% | Added |
| Lincluden Management Ltd | 5,778 | $319.0K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,750 | $317.9K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,737 | $317.1K | 0.03% | +328+6.1% | Added |
| GoodHaven Capital Management, LLC | 5,708 | $315.5K | 0.11% | −9,201−61.7% | Reduced |
| Sanctuary Advisors, LLC | 5,705 | $315.2K | 0.00% | +149+2.7% | Added |
| United Capital Financial Advisers, LLC | 5,680 | $314.0K | 0.00% | +324+6.0% | Added |
| NewEdge Wealth, LLC | 5,147 | $313.6K | 0.00% | +90+1.8% | Added |
| Morse Asset Management, Inc | 5,667 | $313.3K | 0.07% | +898+18.8% | Added |
| Searle & Co. | 5,662 | $312.8K | 0.09% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,637 | $311.6K | 0.30% | 00.0% | Unchanged |
| Hemington Wealth Management | 5,609 | $310.0K | 0.04% | −70−1.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,577 | $308.3K | 0.15% | +55+1.0% | Added |