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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 5,667 | $322.7K | 0.01% | +162+2.9% | Added |
| GoodHaven Capital Management, LLC | 5,673 | $323.0K | 0.10% | −35−0.6% | Reduced |
| Credit Agricole S A | 5,740 | $326.8K | 0.00% | +5,740 | New |
| Clifford Swan Investment Counsel LLC | 5,750 | $327.4K | 0.01% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,811 | $330.9K | 0.10% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 5,823 | $331.5K | 0.01% | +34+0.6% | Added |
| Bank of Nova Scotia Trust Co | 5,850 | $333.1K | 0.03% | +113+2.0% | Added |
| NBC Securities, Inc. | 5,903 | $336.2K | 0.03% | −346−5.5% | Reduced |
| Venturi Wealth Management, LLC | 5,907 | $336.3K | 0.02% | +560+10.5% | Added |
| Evercore Wealth Management, LLC | 5,946 | $338.6K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,005 | $341.9K | 0.00% | +325+5.7% | Added |
| Kestra Private Wealth Services, LLC | 6,007 | $342.1K | 0.00% | −1,538−20.4% | Reduced |
| Northwest Financial Advisors | 6,045 | $344.2K | 0.44% | −235−3.7% | Reduced |
| Kestra Advisory Services, LLC | 6,083 | $346.4K | 0.00% | +190+3.2% | Added |
| Jones Financial Companies LLLP | 5,985 | $347.5K | 0.00% | +1,773+42.1% | Added |
| Bessemer Group Inc | 6,148 | $350.0K | 0.00% | −19,414−75.9% | Reduced |
| Shell Asset Management Co | 6,141 | $350.0K | 0.04% | +3,690+150.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,213 | $353.6K | 0.00% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,258 | $356.0K | 0.10% | −10.0% | Reduced |
| Proficio Capital Partners LLC | 6,454 | $367.5K | 0.03% | −27−0.4% | Reduced |
| Principal Street Partners, LLC | 6,613 | $376.5K | 0.06% | −6,111−48.0% | Reduced |
| Heritage Wealth Advisors | 6,648 | $378.5K | 0.02% | −10.0% | Reduced |
| Allianz Asset Management GmbH | 6,857 | $390.3K | 0.00% | +387+6.0% | Added |
| Mercer Global Advisors Inc | 7,025 | $400.0K | 0.00% | +2,495+55.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $407.1K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7,153 | $407.3K | 0.01% | −99−1.4% | Reduced |
| Hendershot Investments Inc. | 7,158 | $407.6K | 0.05% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 7,212 | $410.5K | 0.00% | +117+1.6% | Added |
| SIG North Trading, ULC | 7,223 | $411.3K | 0.06% | −4,870−40.3% | Reduced |
| Axq Capital, LP | 7,320 | $416.8K | 0.16% | +7,320 | New |
| Cambridge Investment Research Advisors, Inc. | 7,370 | $420.0K | 0.00% | +402+5.8% | Added |
| Signaturefd, LLC | 7,396 | $421.1K | 0.01% | +749+11.3% | Added |
| XTX Topco Ltd | 7,468 | $425.2K | 0.02% | +7,468 | New |
| Cigna Investments Inc | 7,488 | $427.0K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,578 | $431.5K | 0.00% | +238+3.2% | Added |
| Mutual Advisors, LLC | 8,178 | $439.7K | 0.01% | −260−3.1% | Reduced |
| Wulff, Hansen & Co. | 7,830 | $445.8K | 0.38% | +240+3.2% | Added |
| K.J. Harrison & Partners Inc | 7,959 | $452.0K | 0.06% | 00.0% | Unchanged |
| Carson Advisory Inc. | 8,051 | $458.4K | 0.25% | +10.0% | Added |
| Gateway Investment Advisers LLC | 8,167 | $465.0K | 0.00% | +2,163+36.0% | Added |
| Radnor Capital Management, LLC | 8,365 | $476.3K | 0.07% | −56−0.7% | Reduced |
| Principal Securities, Inc. | 8,417 | $479.3K | 0.01% | +254+3.1% | Added |
| HB Wealth Management, LLC | 8,527 | $485.5K | 0.00% | +1,596+23.0% | Added |
| Cardinal Point Capital Management, ULC | 8,702 | $495.1K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,802 | $501.2K | 0.00% | +5,035+133.7% | Added |
| Summit Financial, LLC | 8,896 | $506.5K | 0.01% | −157−1.7% | Reduced |
| Scientech Research LLC | 8,936 | $508.8K | 0.18% | −5,665−38.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,092 | $517.7K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 9,149 | $520.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,227 | $525.0K | 0.00% | +6,713+267.0% | Added |
| Triasima Portfolio Management inc. | 9,274 | $527.9K | 0.08% | +4,357+88.6% | Added |
| Sterling Capital Management LLC | 9,340 | $531.8K | 0.01% | −845−8.3% | Reduced |
| Atria Investments LLC | 9,575 | $545.2K | 0.01% | −824−7.9% | Reduced |
| Dimensional Fund Advisors LP | 9,606 | $547.0K | 0.00% | −264−2.7% | Reduced |
| Bragg Financial Advisors, Inc | 9,737 | $554.3K | 0.02% | −61,096−86.3% | Reduced |
| Vise Technologies, Inc. | 9,853 | $561.0K | 0.02% | +2,430+32.7% | Added |
| Jackson Hole Capital Partners, LLC | 9,866 | $561.8K | 0.10% | −444−4.3% | Reduced |
| Salvus Wealth Management, LLC | 9,869 | $561.9K | 0.31% | −505−4.9% | Reduced |
| Leavell Investment Management, Inc. | 9,888 | $563.0K | 0.02% | −562−5.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,063 | $573.0K | 0.04% | +10,063 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,221 | $582.0K | 0.02% | +2,497+32.3% | Added |
| Barclays PLC | 10,423 | $593.5K | 0.00% | −30,943−74.8% | Reduced |
| UniSuper Management Pty Ltd | 7,500 | $594.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,449 | $595.0K | 0.00% | +3,536+51.2% | Added |
| Cresset Asset Management, LLC | 10,675 | $607.7K | 0.00% | +14+0.1% | Added |
| Captrust Financial Advisors | 10,730 | $611.0K | 0.00% | +1,228+12.9% | Added |
| Fiduciary Trust Co | 10,748 | $612.0K | 0.01% | +3,959+58.3% | Added |
| Warren Averett Asset Management, LLC | 10,804 | $615.2K | 0.01% | −69−0.6% | Reduced |
| Cambria Investment Management, L.P. | 10,898 | $620.5K | 0.04% | +2,178+25.0% | Added |
| Walleye Capital LLC | 10,900 | $620.6K | 0.01% | −78,168−87.8% | Reduced |
| Yousif Capital Management, LLC | 11,010 | $626.9K | 0.01% | +226+2.1% | Added |
| Pacifica Partners Inc. | 11,324 | $630.4K | 0.23% | +113+1.0% | Added |
| Assenagon Asset Management S.A. | 11,255 | $640.6K | 0.00% | −364−3.1% | Reduced |
| Herold Advisors, Inc. | 11,294 | $643.0K | 0.15% | −1,499−11.7% | Reduced |
| Check Capital Management Inc | 11,586 | $659.7K | 0.04% | 00.0% | Unchanged |
| National Philanthropic Trust | 11,756 | $669.4K | 0.01% | +515+4.6% | Added |
| Allen Investment Management LLC | 11,759 | $669.6K | 0.01% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 11,783 | $670.9K | 0.13% | −485−4.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 11,822 | $673.1K | 0.21% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 11,839 | $674.1K | 0.58% | +1,067+9.9% | Added |
| Advisory Services Network, LLC | 11,869 | $675.8K | 0.01% | +13+0.1% | Added |
| Private Advisor Group, LLC | 11,913 | $678.4K | 0.00% | −636−5.1% | Reduced |
| Citizens Financial Group Inc | 11,935 | $679.6K | 0.01% | +11,935 | New |
| Umb Bank N A | 11,942 | $680.0K | 0.01% | +271+2.3% | Added |
| Brown Brothers Harriman & Co | 12,300 | $700.4K | 0.00% | +4,478+57.2% | Added |
| Carnegie Lake Advisors LLC | 12,301 | $700.4K | 0.27% | 00.0% | Unchanged |
| Equity Wealth Partners, LLC | 12,472 | $710.2K | 0.58% | +12,472 | New |
| Needham Investment Management LLC | 12,570 | $715.6K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 12,623 | $718.8K | 0.00% | +248+2.0% | Added |
| Bridges Investment Management Inc | 12,988 | $739.5K | 0.01% | +3,090+31.2% | Added |
| Clearbridge Investments, LLC | 13,008 | $740.7K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 13,240 | $753.9K | 0.00% | +187+1.4% | Added |
| Culbertson A N & Co Inc | 13,463 | $766.6K | 0.11% | −245−1.8% | Reduced |
| Ascent Group, LLC | 13,625 | $775.8K | 0.03% | −744−5.2% | Reduced |
| Metis Global Partners, LLC | 13,802 | $785.5K | 0.02% | +432+3.2% | Added |
| Jackson Square Capital, LLC | 13,939 | $793.5K | 0.17% | −2,089−13.0% | Reduced |
| Investment Management Corp of Ontario | 14,071 | $801.2K | 0.01% | −8,800−38.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 14,197 | $808.4K | 0.12% | 00.0% | Unchanged |
| Chicago Capital, LLC | 14,284 | $813.3K | 0.02% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 14,953 | $816.4K | 0.13% | +14,953 | New |