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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −38,785−100.0% | Sold out |
| Rezny Wealth Management, Inc. | 0 | $0 | 0.00% | −38,381−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −32,022−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −19,999−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −24,592−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −18,159−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −17,114−100.0% | Sold out |
| HughesLittle Investment Management Ltd. | 0 | $0 | 0.00% | −15,511−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,885−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −14,525−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −13,040−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −12,850−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,767−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −12,752−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,370−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,801−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −8,546−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −6,647−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −6,628−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,248−100.0% | Sold out |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −5,006−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,836−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Compass Planning Associates Inc | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Mar Vista Investment Partners LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| DB Fitzpatrick & Co, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| My Legacy Advisors, LLC | – | – | – | – | Not filed |
| Belmont Capital, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |