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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 831 | $47.3K | 0.00% | +401+93.3% | Added |
| TD Private Client Wealth LLC | 832 | $47.4K | 0.00% | +764+1,123.5% | Added |
| GWM Advisors LLC | 839 | $47.7K | 0.00% | −11−1.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 846 | $48.1K | 0.00% | +233+38.0% | Added |
| Pin Oak Investment Advisors Inc | 893 | $50.8K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 909 | $51.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 940 | $53.5K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 974 | $55.4K | 0.01% | +974 | New |
| Princeton Global Asset Management LLC | 1,000 | $56.9K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,001 | $57.0K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 1,007 | $57.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,035 | $58.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,045 | $59.5K | 0.00% | +1,045 | New |
| Trust Co of Vermont | 1,070 | $60.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,115 | $63.5K | 0.04% | −75−6.3% | Reduced |
| Provenance Wealth Advisors, LLC | 1,124 | $64.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,244 | $70.8K | 0.00% | +3+0.2% | Added |
| Hanson & Doremus Investment Management | 1,298 | $74.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,300 | $74.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,343 | $76.5K | 0.01% | −371−21.6% | Reduced |
| Louisbourg Investments Inc. | 1,402 | $79.8K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,407 | $80.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,448 | $82.4K | 0.01% | −84−5.5% | Reduced |
| Key Financial Inc | 1,513 | $84.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,535 | $87.4K | 0.00% | +478+45.2% | Added |
| Financial Perspectives, Inc | 1,543 | $87.9K | 0.02% | −77−4.8% | Reduced |
| Cromwell Holdings LLC | 1,591 | $90.6K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,611 | $91.7K | 0.02% | −65−3.9% | Reduced |
| Anchor Investment Management, LLC | 1,759 | $100.2K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 1,765 | $100.5K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,973 | $112.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,974 | $112.4K | 0.00% | +1,053+114.3% | Added |
| Financial Management Professionals, Inc. | 2,032 | $115.7K | 0.01% | +60+3.0% | Added |
| GoalVest Advisory LLC | 2,180 | $124.1K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 2,298 | $130.8K | 0.00% | +410+21.7% | Added |
| AdvisorNet Financial, Inc | 2,325 | $132.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,363 | $134.5K | 0.00% | −44−1.8% | Reduced |
| Smartleaf Asset Management LLC | 2,401 | $140.0K | 0.01% | +2,181+991.4% | Added |
| Farmers & Merchants Investments Inc | 2,519 | $143.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,606 | $148.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,744 | $156.2K | 0.02% | +57+2.1% | Added |
| Covestor Ltd | 2,914 | $165.0K | 0.09% | +2,888+11,107.7% | Added |
| Pacer Advisors, Inc. | 3,051 | $173.6K | 0.00% | −226−6.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,230 | $183.9K | 0.00% | −4,770−59.6% | Reduced |
| Johnson Financial Group, Inc. | 3,301 | $187.9K | 0.01% | +3,211+3,567.8% | Added |
| Wealthspire Advisors, LLC | 3,445 | $196.1K | 0.00% | −243−6.6% | Reduced |
| SBI Securities Co., Ltd. | 3,445 | $196.2K | 0.01% | −9−0.3% | Reduced |
| Verdence Capital Advisors LLC | 3,723 | $203.2K | 0.01% | −54−1.4% | Reduced |
| Fisher Asset Management, LLC | 3,621 | $206.2K | 0.00% | −1,742−32.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 3,644 | $207.5K | 0.03% | +22+0.6% | Added |
| Icon Wealth Advisors, LLC | 3,670 | $209.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,698 | $210.6K | 0.00% | −55−1.5% | Reduced |
| Heron Bay Capital Management | 3,735 | $212.7K | 0.04% | −24−0.6% | Reduced |
| Sanctuary Advisors, LLC | 3,736 | $212.7K | 0.00% | −1,969−34.5% | Reduced |
| Lido Advisors, LLC | 3,744 | $213.2K | 0.00% | +3,744 | New |
| Family Management Corp | 3,788 | $215.6K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,793 | $216.0K | 0.00% | +158+4.3% | Added |
| SageView Advisory Group, LLC | 3,823 | $217.7K | 0.01% | −81−2.1% | Reduced |
| Denali Advisors LLC | 3,940 | $224.3K | 0.03% | −2,194−35.8% | Reduced |
| PDS Planning, Inc | 4,054 | $230.8K | 0.02% | +184+4.8% | Added |
| Paradice Investment Management LLC | 4,160 | $236.9K | 0.05% | +4,160 | New |
| Focus Financial Network, Inc. | 4,242 | $241.5K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,293 | $244.4K | 0.01% | −311−6.8% | Reduced |
| Allie Family Office LLC | 4,302 | $245.0K | 0.12% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,360 | $248.3K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 4,372 | $248.9K | 0.00% | +4,372 | New |
| Stratos Wealth Partners, LTD. | 4,404 | $250.8K | 0.00% | −11−0.2% | Reduced |
| Syon Capital LLC | 4,414 | $251.3K | 0.01% | +563+14.6% | Added |
| Wetherby Asset Management Inc | 4,447 | $253.2K | 0.01% | +369+9.0% | Added |
| Compass Ion Advisors, LLC | 4,529 | $257.9K | 0.02% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4,571 | $260.0K | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,600 | $261.9K | 0.03% | +643+16.2% | Added |
| Arkadios Wealth Advisors | 4,621 | $263.1K | 0.01% | +548+13.5% | Added |
| Gilbert & Cook, Inc. | 4,693 | $267.2K | 0.03% | −470−9.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,766 | $271.4K | 0.11% | −811−14.5% | Reduced |
| Whalen Wealth Management Inc. | 4,784 | $272.4K | 0.16% | +4,784 | New |
| Laurus Investment Counsel Inc. | 4,827 | $274.8K | 0.19% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,099 | $275.2K | 0.00% | −48−0.9% | Reduced |
| Stamos Capital Partners, L.P. | 4,935 | $281.0K | 0.05% | −8,691−63.8% | Reduced |
| Transcend Wealth Collective, LLC | 4,946 | $281.6K | 0.02% | +34+0.7% | Added |
| Heritage Investors Management Corp | 4,948 | $282.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5,093 | $284.0K | 0.09% | +5,000+5,376.3% | Added |
| SRS Capital Advisors, Inc. | 4,997 | $284.5K | 0.00% | +4,303+620.0% | Added |
| Argent Trust Co | 5,029 | $286.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,083 | $289.4K | 0.01% | +562+12.4% | Added |
| Parsons Capital Management Inc | 5,122 | $291.6K | 0.02% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,147 | $293.1K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 5,153 | $293.4K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,185 | $295.2K | 0.01% | −56−1.1% | Reduced |
| Keybank National Association | 5,302 | $301.9K | 0.00% | +168+3.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,315 | $302.6K | 0.00% | +2,803+111.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,730 | $308.1K | 0.00% | +5,730 | New |
| Bryn Mawr Trust Co | 5,487 | $312.4K | 0.01% | +313+6.0% | Added |
| Ieq Capital, LLC | 5,509 | $313.7K | 0.00% | +5,509 | New |
| HRT Financial LP | 5,519 | $314.0K | 0.00% | +5,519 | New |
| Hemington Wealth Management | 5,581 | $317.0K | 0.04% | −28−0.5% | Reduced |
| Yorktown Management & Research Co Inc | 5,637 | $321.0K | 0.26% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5,652 | $321.8K | 0.06% | −15−0.3% | Reduced |
| Searle & Co. | 5,662 | $322.3K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,667 | $322.7K | 0.01% | −513−8.3% | Reduced |