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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 4 | $221 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4 | $221 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $34 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,722,683−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −574,999−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −721,366−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −386,867−100.0% | Sold out |
| Cortland Associates Inc | 0 | $0 | 0.00% | −313,637−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −193,073−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −160,637−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −159,832−100.0% | Sold out |
| Third Avenue Management LLC | 0 | $0 | 0.00% | −132,103−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −105,100−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −96,865−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −94,348−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −67,942−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −63,795−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −47,154−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −35,665−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −30,601−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −19,827−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −23,509−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,990−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,824−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,124−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −9,889−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −7,786−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −7,599−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −5,797−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −5,780−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −5,738−100.0% | Sold out |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0 | $0 | 0.00% | −5,327−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,523−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,534−100.0% | Sold out |
| eCIO, Inc. | 0 | $0 | 0.00% | −1,329−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Garrison Bradford & Associates Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| JCIC Asset Management Inc. | – | – | – | – | Not filed |
| Sandy Spring Bank | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Grayhawk Investment Strategies Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |