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, Q3 2025
Institutional positions in Brookfield Asset Management Ltd. as of Sep 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
- 589
- −9 vs. Q2 2025
- Shares held
- 1.50B
- +4.44M (+0.3%) vs. Q2 2025
- Total value
- $85.2B
- +$2.73B (+3.3%) vs. Q2 2025
- New holders
- 52
- 201 more added
- Sold out
- 61
- 201 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 1,193,021,145 | $67.9B | 79.13% | 00.0% | Unchanged |
| Partners Value Investments LP | 30,789,564 | $1.75B | 16.23% | 00.0% | Unchanged |
| Royal Bank of Canada | 24,859,688 | $1.42B | 0.25% | +3,224,180+14.9% | Added |
| FMR LLC | 17,748,117 | $1.01B | 0.05% | +276,593+1.6% | Added |
| Vanguard Group Inc | 17,425,392 | $991.7M | 0.01% | +253,789+1.5% | Added |
| Capital International Investors | 16,082,874 | $915.8M | 0.15% | −190,616−1.2% | Reduced |
| TD Asset Management Inc | 15,454,030 | $879.7M | 0.71% | −135,354−0.9% | Reduced |
| Capital World Investors | 15,448,435 | $879.5M | 0.12% | −921,250−5.6% | Reduced |
| FIL Ltd | 12,828,202 | $730.0M | 0.57% | −691,104−5.1% | Reduced |
| Bank of Montreal | 11,432,563 | $651.0M | 0.29% | +881,985+8.4% | Added |
| Mackenzie Financial Corp | 10,536,185 | $599.5M | 0.73% | −864,745−7.6% | Reduced |
| Principal Financial Group Inc | 7,329,818 | $417.4M | 0.21% | −376,627−4.9% | Reduced |
| BlackRock, Inc. | 5,410,043 | $308.0M | 0.01% | +105,942+2.0% | Added |
| Manufacturers Life Insurance Company, The | 5,199,913 | $296.0M | 0.24% | +981,794+23.3% | Added |
| Massachusetts Financial Services Co | 4,806,972 | $273.7M | 0.08% | −327,586−6.4% | Reduced |
| Geode Capital Management, LLC | 4,294,599 | $248.0M | 0.02% | +539,259+14.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,904,677 | $222.2M | 0.70% | +1,642,375+72.6% | Added |
| State Street Corp | 3,629,687 | $206.7M | 0.01% | +104,987+3.0% | Added |
| Morgan Stanley | 3,564,907 | $203.0M | 0.01% | +1,889,531+112.8% | Added |
| Davenport & Co LLC | 3,526,668 | $202.3M | 1.09% | −30,144−0.8% | Reduced |
| National Bank of Canada | 3,572,329 | $202.2M | 0.23% | −850,009−19.2% | Reduced |
| CIBC World Markets Inc. | 3,220,088 | $183.4M | 0.38% | −1,601,253−33.2% | Reduced |
| William Blair Investment Management, LLC | 3,177,123 | $180.9M | 0.47% | −168,416−5.0% | Reduced |
| Bank of America Corp | 3,173,231 | $180.7M | 0.01% | +204,575+6.9% | Added |
| CIBC Asset Management Inc | 2,438,268 | $139.6M | 0.40% | +44,478+1.9% | Added |
| Neuberger Berman Group LLC | 2,418,806 | $137.7M | 0.10% | +55,559+2.4% | Added |
| British Columbia Investment Management Corp | 2,391,313 | $136.1M | 0.78% | −15,207−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,366,825 | $134.8M | 2.35% | −32,577−1.4% | Reduced |
| Legal & General Group Plc | 2,365,709 | $134.7M | 0.03% | +2,285,077+2,834.0% | Added |
| Bank of Nova Scotia | 2,280,688 | $130.1M | 0.23% | −121,916−5.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $124.9M | 1.01% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 2,101,976 | $119.6M | 0.72% | −176,046−7.7% | Reduced |
| Invesco Ltd. | 1,909,647 | $108.7M | 0.02% | +42,297+2.3% | Added |
| Madison Asset Management, LLC | 1,908,051 | $108.6M | 1.20% | −18,733−1.0% | Reduced |
| Canada Pension Plan Investment Board | 1,719,674 | $97.8M | 0.07% | +20,300+1.2% | Added |
| JPMorgan Chase & Co | 1,605,899 | $91.4M | 0.01% | −67,247−4.0% | Reduced |
| Goldman Sachs Group Inc | 1,593,427 | $90.7M | 0.01% | −1,010,937−38.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,454,858 | $81.4M | 0.53% | −31,228−2.1% | Reduced |
| CI Private Wealth, LLC | 1,366,789 | $77.8M | 0.12% | +278,258+25.6% | Added |
| Cooke & Bieler LP | 1,346,894 | $76.7M | 0.79% | +92,246+7.4% | Added |
| Scotia Capital Inc. | 1,168,965 | $66.5M | 0.28% | +4,899+0.4% | Added |
| First Manhattan Co | 1,143,390 | $65.1M | 0.17% | −18,933−1.6% | Reduced |
| Northern Trust Corp | 1,094,010 | $62.3M | 0.01% | +4,268+0.4% | Added |
| Nuveen, LLC | 1,024,436 | $58.3M | 0.02% | +175,760+20.7% | Added |
| Bamco Inc | 984,871 | $56.1M | 0.15% | −76,894−7.2% | Reduced |
| Natixis Advisors, L.P. | 972,537 | $55.4M | 0.08% | +90,097+10.2% | Added |
| Fenimore Asset Management Inc | 936,273 | $53.3M | 1.07% | +5,806+0.6% | Added |
| Bank of New York Mellon Corp | 925,478 | $52.7M | 0.01% | −15,997−1.7% | Reduced |
| UBS Group AG | 898,594 | $51.2M | 0.01% | +99,421+12.4% | Added |
| Millennium Management LLC | 894,986 | $51.0M | 0.04% | +894,986 | New |
| 1832 Asset Management L.P. | 890,247 | $50.7M | 0.09% | −449,237−33.5% | Reduced |
| Toronto Dominion Bank | 861,337 | $49.1M | 0.10% | −26,600−3.0% | Reduced |
| Agf Management Ltd | 842,653 | $48.1M | 0.21% | −77,035−8.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 779,234 | $44.3M | 0.17% | +54,426+7.5% | Added |
| Deutsche Bank AG | 768,136 | $43.7M | 0.01% | +67,760+9.7% | Added |
| MUFG Securities (Canada), Ltd. | 623,286 | $35.5M | 0.99% | −15,127−2.4% | Reduced |
| Alberta Investment Management Corp | 612,467 | $34.8M | 0.25% | −140,100−18.6% | Reduced |
| Intact Investment Management Inc. | 590,560 | $33.6M | 1.02% | +330,970+127.5% | Added |
| Treasurer of the State of North Carolina | 521,156 | $29.7M | 0.09% | +342,536+191.8% | Added |
| Wells Fargo & Company | 511,452 | $29.1M | 0.01% | −180,213−26.1% | Reduced |
| Sather Financial Group Inc | 484,556 | $27.6M | 1.50% | +1,179+0.2% | Added |
| Compagnie Lombard Odier SCmA | 483,890 | $27.6M | 0.30% | −2000.0% | Reduced |
| Amundi | 468,377 | $27.1M | 0.01% | −6,822−1.4% | Reduced |
| New York State Common Retirement Fund | 465,600 | $26.5M | 0.03% | +72,600+18.5% | Added |
| America First Investment Advisors, LLC | 441,474 | $25.1M | 4.67% | −3,745−0.8% | Reduced |
| Ci Investments Inc. | 426,095 | $24.3M | 0.09% | −69,780−14.1% | Reduced |
| Teacher Retirement System of Texas | 420,000 | $23.9M | 0.10% | +185,000+78.7% | Added |
| Portland Investment Counsel Inc. | 414,100 | $23.5M | 6.44% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 408,303 | $23.2M | 0.01% | −21,778−5.1% | Reduced |
| Broad Run Investment Management, LLC | 403,610 | $23.0M | 3.76% | −12,027−2.9% | Reduced |
| Addenda Capital Inc. | 282,017 | $22.3M | 0.66% | −3,116−1.1% | Reduced |
| Capital International Inc | 388,624 | $22.1M | 0.18% | +71,379+22.5% | Added |
| CIBC Private Wealth Group, LLC | 366,175 | $20.9M | 0.04% | −8,923−2.4% | Reduced |
| Great West Life Assurance Co | 352,022 | $20.4M | 0.03% | +5,142+1.5% | Added |
| McDonald Capital Investors Inc | 357,653 | $20.4M | 1.27% | −8,942−2.4% | Reduced |
| Ameriprise Financial Inc | 353,604 | $20.3M | 0.00% | +67,438+23.6% | Added |
| Segall Bryant & Hamill, LLC | 351,331 | $20.0M | 0.27% | −8,890−2.5% | Reduced |
| Marathon Asset Mgmt Ltd | 346,484 | $19.7M | 0.73% | −20,840−5.7% | Reduced |
| Montrusco Bolton Investments Inc. | 329,296 | $18.7M | 0.22% | +15,879+5.1% | Added |
| Rhumbline Advisers | 316,255 | $18.0M | 0.01% | −213−0.1% | Reduced |
| Schroder Investment Management Group | 313,046 | $17.8M | 0.01% | +2,334+0.8% | Added |
| Aviva PLC | 312,903 | $17.8M | 0.03% | +18,120+6.1% | Added |
| Guardian Partners Inc. | 309,264 | $17.3M | 1.46% | −5,602−1.8% | Reduced |
| STRS Ohio | 300,366 | $17.1M | 0.06% | −36,031−10.7% | Reduced |
| Wellington Management Group LLP | 289,991 | $16.5M | 0.00% | +2,712+0.9% | Added |
| Sequoia Financial Advisors, LLC | 289,241 | $16.5M | 0.10% | −1,255−0.4% | Reduced |
| Korea Investment CORP | 284,049 | $16.2M | 0.03% | +49,917+21.3% | Added |
| Bruni J V & Co | 279,946 | $15.9M | 1.61% | −4,735−1.7% | Reduced |
| Baskin Financial Services Inc. | 270,857 | $15.4M | 1.13% | −6,829−2.5% | Reduced |
| QV Investors Inc. | 269,058 | $15.3M | 1.33% | −73,623−21.5% | Reduced |
| Capital International Sarl | 268,497 | $15.3M | 0.26% | +9,148+3.5% | Added |
| First Trust Advisors LP | 254,175 | $14.5M | 0.01% | +244,797+2,610.3% | Added |
| Hillsdale Investment Management Inc. | 254,212 | $14.5M | 0.44% | +100,713+65.6% | Added |
| Raymond James Financial Inc | 251,711 | $14.3M | 0.00% | +29,299+13.2% | Added |
| Tocqueville Asset Management L.P. | 249,114 | $14.2M | 0.21% | +17,017+7.3% | Added |
| Janney Montgomery Scott LLC | 234,723 | $13.4M | 0.03% | +8,863+3.9% | Added |
| APG Asset Management N.V. | 258,600 | $12.5M | 0.04% | −582,000−69.2% | Reduced |
| HighTower Advisors, LLC | 219,485 | $12.5M | 0.01% | +32,788+17.6% | Added |
| Nicola Wealth Management Ltd. | 216,558 | $12.3M | 1.10% | +116,000+115.4% | Added |
| Public Employees Retirement System of Ohio | 211,173 | $12.0M | 0.04% | +12,137+6.1% | Added |