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 |
|---|---|---|---|---|---|
| Baskin Financial Services Inc. | 270,857 | $15.4M | 1.13% | −6,829−2.5% | Reduced |
| Bruni J V & Co | 279,946 | $15.9M | 1.61% | −4,735−1.7% | Reduced |
| Korea Investment CORP | 284,049 | $16.2M | 0.03% | +49,917+21.3% | Added |
| Sequoia Financial Advisors, LLC | 289,241 | $16.5M | 0.10% | −1,255−0.4% | Reduced |
| Wellington Management Group LLP | 289,991 | $16.5M | 0.00% | +2,712+0.9% | Added |
| STRS Ohio | 300,366 | $17.1M | 0.06% | −36,031−10.7% | Reduced |
| Guardian Partners Inc. | 309,264 | $17.3M | 1.46% | −5,602−1.8% | Reduced |
| Aviva PLC | 312,903 | $17.8M | 0.03% | +18,120+6.1% | Added |
| Schroder Investment Management Group | 313,046 | $17.8M | 0.01% | +2,334+0.8% | Added |
| Rhumbline Advisers | 316,255 | $18.0M | 0.01% | −213−0.1% | Reduced |
| Montrusco Bolton Investments Inc. | 329,296 | $18.7M | 0.22% | +15,879+5.1% | Added |
| Marathon Asset Mgmt Ltd | 346,484 | $19.7M | 0.73% | −20,840−5.7% | Reduced |
| Segall Bryant & Hamill, LLC | 351,331 | $20.0M | 0.27% | −8,890−2.5% | Reduced |
| Ameriprise Financial Inc | 353,604 | $20.3M | 0.00% | +67,438+23.6% | Added |
| McDonald Capital Investors Inc | 357,653 | $20.4M | 1.27% | −8,942−2.4% | Reduced |
| Great West Life Assurance Co | 352,022 | $20.4M | 0.03% | +5,142+1.5% | Added |
| CIBC Private Wealth Group, LLC | 366,175 | $20.9M | 0.04% | −8,923−2.4% | Reduced |
| Capital International Inc | 388,624 | $22.1M | 0.18% | +71,379+22.5% | Added |
| Addenda Capital Inc. | 282,017 | $22.3M | 0.66% | −3,116−1.1% | Reduced |
| Broad Run Investment Management, LLC | 403,610 | $23.0M | 3.76% | −12,027−2.9% | Reduced |
| Envestnet Asset Management Inc | 408,303 | $23.2M | 0.01% | −21,778−5.1% | Reduced |
| Portland Investment Counsel Inc. | 414,100 | $23.5M | 6.44% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 420,000 | $23.9M | 0.10% | +185,000+78.7% | Added |
| Ci Investments Inc. | 426,095 | $24.3M | 0.09% | −69,780−14.1% | Reduced |
| America First Investment Advisors, LLC | 441,474 | $25.1M | 4.67% | −3,745−0.8% | Reduced |
| New York State Common Retirement Fund | 465,600 | $26.5M | 0.03% | +72,600+18.5% | Added |
| Amundi | 468,377 | $27.1M | 0.01% | −6,822−1.4% | Reduced |
| Compagnie Lombard Odier SCmA | 483,890 | $27.6M | 0.30% | −2000.0% | Reduced |
| Sather Financial Group Inc | 484,556 | $27.6M | 1.50% | +1,179+0.2% | Added |
| Wells Fargo & Company | 511,452 | $29.1M | 0.01% | −180,213−26.1% | Reduced |
| Treasurer of the State of North Carolina | 521,156 | $29.7M | 0.09% | +342,536+191.8% | Added |
| Intact Investment Management Inc. | 590,560 | $33.6M | 1.02% | +330,970+127.5% | Added |
| Alberta Investment Management Corp | 612,467 | $34.8M | 0.25% | −140,100−18.6% | Reduced |
| MUFG Securities (Canada), Ltd. | 623,286 | $35.5M | 0.99% | −15,127−2.4% | Reduced |
| Deutsche Bank AG | 768,136 | $43.7M | 0.01% | +67,760+9.7% | Added |
| Federation des caisses Desjardins du Quebec | 779,234 | $44.3M | 0.17% | +54,426+7.5% | Added |
| Agf Management Ltd | 842,653 | $48.1M | 0.21% | −77,035−8.4% | Reduced |
| Toronto Dominion Bank | 861,337 | $49.1M | 0.10% | −26,600−3.0% | Reduced |
| 1832 Asset Management L.P. | 890,247 | $50.7M | 0.09% | −449,237−33.5% | Reduced |
| Millennium Management LLC | 894,986 | $51.0M | 0.04% | +894,986 | New |
| UBS Group AG | 898,594 | $51.2M | 0.01% | +99,421+12.4% | Added |
| Bank of New York Mellon Corp | 925,478 | $52.7M | 0.01% | −15,997−1.7% | Reduced |
| Fenimore Asset Management Inc | 936,273 | $53.3M | 1.07% | +5,806+0.6% | Added |
| Natixis Advisors, L.P. | 972,537 | $55.4M | 0.08% | +90,097+10.2% | Added |
| Bamco Inc | 984,871 | $56.1M | 0.15% | −76,894−7.2% | Reduced |
| Nuveen, LLC | 1,024,436 | $58.3M | 0.02% | +175,760+20.7% | Added |
| Northern Trust Corp | 1,094,010 | $62.3M | 0.01% | +4,268+0.4% | Added |
| First Manhattan Co | 1,143,390 | $65.1M | 0.17% | −18,933−1.6% | Reduced |
| Scotia Capital Inc. | 1,168,965 | $66.5M | 0.28% | +4,899+0.4% | Added |
| Cooke & Bieler LP | 1,346,894 | $76.7M | 0.79% | +92,246+7.4% | Added |
| CI Private Wealth, LLC | 1,366,789 | $77.8M | 0.12% | +278,258+25.6% | Added |
| TD Waterhouse Canada Inc. | 1,454,858 | $81.4M | 0.53% | −31,228−2.1% | Reduced |
| Goldman Sachs Group Inc | 1,593,427 | $90.7M | 0.01% | −1,010,937−38.8% | Reduced |
| JPMorgan Chase & Co | 1,605,899 | $91.4M | 0.01% | −67,247−4.0% | Reduced |
| Canada Pension Plan Investment Board | 1,719,674 | $97.8M | 0.07% | +20,300+1.2% | Added |
| Madison Asset Management, LLC | 1,908,051 | $108.6M | 1.20% | −18,733−1.0% | Reduced |
| Invesco Ltd. | 1,909,647 | $108.7M | 0.02% | +42,297+2.3% | Added |
| Beutel, Goodman & Co Ltd. | 2,101,976 | $119.6M | 0.72% | −176,046−7.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $124.9M | 1.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,280,688 | $130.1M | 0.23% | −121,916−5.1% | Reduced |
| Legal & General Group Plc | 2,365,709 | $134.7M | 0.03% | +2,285,077+2,834.0% | Added |
| Douglass Winthrop Advisors, LLC | 2,366,825 | $134.8M | 2.35% | −32,577−1.4% | Reduced |
| British Columbia Investment Management Corp | 2,391,313 | $136.1M | 0.78% | −15,207−0.6% | Reduced |
| Neuberger Berman Group LLC | 2,418,806 | $137.7M | 0.10% | +55,559+2.4% | Added |
| CIBC Asset Management Inc | 2,438,268 | $139.6M | 0.40% | +44,478+1.9% | Added |
| Bank of America Corp | 3,173,231 | $180.7M | 0.01% | +204,575+6.9% | Added |
| William Blair Investment Management, LLC | 3,177,123 | $180.9M | 0.47% | −168,416−5.0% | Reduced |
| CIBC World Markets Inc. | 3,220,088 | $183.4M | 0.38% | −1,601,253−33.2% | Reduced |
| National Bank of Canada | 3,572,329 | $202.2M | 0.23% | −850,009−19.2% | Reduced |
| Davenport & Co LLC | 3,526,668 | $202.3M | 1.09% | −30,144−0.8% | Reduced |
| Morgan Stanley | 3,564,907 | $203.0M | 0.01% | +1,889,531+112.8% | Added |
| State Street Corp | 3,629,687 | $206.7M | 0.01% | +104,987+3.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,904,677 | $222.2M | 0.70% | +1,642,375+72.6% | Added |
| Geode Capital Management, LLC | 4,294,599 | $248.0M | 0.02% | +539,259+14.4% | Added |
| Massachusetts Financial Services Co | 4,806,972 | $273.7M | 0.08% | −327,586−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 5,199,913 | $296.0M | 0.24% | +981,794+23.3% | Added |
| BlackRock, Inc. | 5,410,043 | $308.0M | 0.01% | +105,942+2.0% | Added |
| Principal Financial Group Inc | 7,329,818 | $417.4M | 0.21% | −376,627−4.9% | Reduced |
| Mackenzie Financial Corp | 10,536,185 | $599.5M | 0.73% | −864,745−7.6% | Reduced |
| Bank of Montreal | 11,432,563 | $651.0M | 0.29% | +881,985+8.4% | Added |
| FIL Ltd | 12,828,202 | $730.0M | 0.57% | −691,104−5.1% | Reduced |
| Capital World Investors | 15,448,435 | $879.5M | 0.12% | −921,250−5.6% | Reduced |
| TD Asset Management Inc | 15,454,030 | $879.7M | 0.71% | −135,354−0.9% | Reduced |
| Capital International Investors | 16,082,874 | $915.8M | 0.15% | −190,616−1.2% | Reduced |
| Vanguard Group Inc | 17,425,392 | $991.7M | 0.01% | +253,789+1.5% | Added |
| FMR LLC | 17,748,117 | $1.01B | 0.05% | +276,593+1.6% | Added |
| Royal Bank of Canada | 24,859,688 | $1.42B | 0.25% | +3,224,180+14.9% | Added |
| Partners Value Investments LP | 30,789,564 | $1.75B | 16.23% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,193,021,145 | $67.9B | 79.13% | 00.0% | Unchanged |
| LGT Capital Partners Ltd. | 0 | $0 | 0.00% | −495,000−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −490,554−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −307,093−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −284,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −110,405−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −82,222−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −54,524−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −54,378−100.0% | Sold out |
| Landmark Investment Partners, L.P. | 0 | $0 | 0.00% | −53,697−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −45,508−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −44,249−100.0% | Sold out |