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 |
|---|---|---|---|---|---|
| Maltese Capital Management LLC | 41,386 | $2.36M | 0.36% | −8,614−17.2% | Reduced |
| Moerus Capital Management LLC | 41,366 | $2.36M | 0.96% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 40,300 | $2.29M | 0.07% | +40,300 | New |
| Catalyst Funds Management Pty Ltd | 40,278 | $2.29M | 0.35% | −5,366−11.8% | Reduced |
| Public Sector Pension Investment Board | 40,016 | $2.28M | 0.01% | +3,680+10.1% | Added |
| Cerity Partners LLC | 38,709 | $2.20M | 0.00% | +4,043+11.7% | Added |
| Intech Investment Management LLC | 38,722 | $2.20M | 0.02% | +30,122+350.3% | Added |
| Burgundy Asset Management Ltd. | 35,864 | $2.16M | 0.02% | −4,438−11.0% | Reduced |
| Tandem Capital Management Corp | 37,844 | $2.15M | 1.00% | −1,148−2.9% | Reduced |
| Amalgamated Bank | 35,924 | $2.05M | 0.01% | +109+0.3% | Added |
| Spears Abacus Advisors LLC | 35,837 | $2.04M | 0.04% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 35,832 | $2.04M | 0.34% | −1,387−3.7% | Reduced |
| Kirr Marbach & Co LLC | 35,641 | $2.03M | 0.37% | −80.0% | Reduced |
| Guardian Capital LP | 35,601 | $2.03M | 0.07% | −3,000−7.8% | Reduced |
| Greenland Capital Management LP | 35,487 | $2.02M | 0.30% | −19,311−35.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,722 | $2.01M | 0.00% | −7,066−16.9% | Reduced |
| Avanza Fonder AB | 25,249 | $2.00M | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 34,690 | $1.98M | 0.02% | +1,328+4.0% | Added |
| Advisor Group Holdings, Inc. | 33,123 | $1.94M | 0.00% | −6,787−17.0% | Reduced |
| Ervin Investment Management, LLC | 33,561 | $1.91M | 1.09% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 32,348 | $1.84M | 0.32% | +32,348 | New |
| Colonial Trust Co | 32,236 | $1.84M | 0.25% | −1,104−3.3% | Reduced |
| Squarepoint Ops LLC | 32,163 | $1.83M | 0.00% | −103,055−76.2% | Reduced |
| Xponance, Inc. | 31,545 | $1.80M | 0.01% | +1,011+3.3% | Added |
| Rockefeller Capital Management L.P. | 30,588 | $1.74M | 0.00% | −2,321−7.1% | Reduced |
| Atlantic Union Bankshares Corp | 30,141 | $1.72M | 0.03% | +12,715+73.0% | Added |
| Sprott Inc. | 29,717 | $1.69M | 0.06% | −574−1.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 28,736 | $1.64M | 0.12% | +300+1.1% | Added |
| Van Den Berg Management I, Inc | 28,079 | $1.60M | 0.40% | −1,090−3.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 27,783 | $1.60M | 0.59% | 00.0% | Unchanged |
| Blair William & Co | 27,262 | $1.55M | 0.00% | −1,833−6.3% | Reduced |
| Capstone Investment Advisors, LLC | 26,637 | $1.52M | 0.01% | −6,685−20.1% | Reduced |
| Timber Creek Capital Management LLC | 26,518 | $1.51M | 0.36% | −146−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 26,244 | $1.49M | 0.00% | +2,668+11.3% | Added |
| Pathstone Holdings, LLC | 25,816 | $1.47M | 0.01% | +645+2.6% | Added |
| NBT Bank N A | 25,802 | $1.47M | 0.10% | −300−1.1% | Reduced |
| Hunting Hill Global Capital, LLC | 25,800 | $1.47M | 0.55% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 25,506 | $1.45M | 0.01% | −38−0.1% | Reduced |
| M&T Bank Corp | 25,232 | $1.44M | 0.00% | −12,283−32.7% | Reduced |
| California State Teachers Retirement System | 24,232 | $1.38M | 0.00% | +112+0.5% | Added |
| Kentucky Retirement Systems | 24,007 | $1.37M | 0.04% | +24,007 | New |
| Lincoln Capital LLC | 23,019 | $1.33M | 0.25% | −132−0.6% | Reduced |
| Ancora Advisors, LLC | 23,046 | $1.31M | 0.03% | −372−1.6% | Reduced |
| Blue Fin Capital, Inc. | 22,994 | $1.31M | 0.21% | −50−0.2% | Reduced |
| Aigen Investment Management, LP | 16,508 | $1.31M | 0.20% | −5,434−24.8% | Reduced |
| Meketa Investment Group Inc | 22,505 | $1.28M | 4.21% | +1,890+9.2% | Added |
| Ensign Peak Advisors, Inc | 22,369 | $1.27M | 0.00% | −9,500−29.8% | Reduced |
| Prudential Financial Inc | 22,245 | $1.27M | 0.00% | +285+1.3% | Added |
| Marshall Wace, LLP | 22,210 | $1.26M | 0.00% | −31,345−58.5% | Reduced |
| Diversify Wealth Management, LLC | 23,057 | $1.25M | 0.07% | +743+3.3% | Added |
| Castle Rock Wealth Management, LLC | 22,033 | $1.25M | 0.28% | +805+3.8% | Added |
| Westerkirk Capital Inc. | 21,600 | $1.23M | 0.14% | −2,400−10.0% | Reduced |
| AXA Investment Managers S.A. | 21,267 | $1.21M | 0.00% | +21,267 | New |
| Concentric Capital Strategies, LP | 21,105 | $1.20M | 0.06% | +21,105 | New |
| Henshaw Capital LLC | 20,600 | $1.17M | 0.04% | +20,600 | New |
| Glenview Trust Co | 20,090 | $1.14M | 0.02% | +8,738+77.0% | Added |
| MML Investors Services, LLC | 20,003 | $1.14M | 0.00% | +206+1.0% | Added |
| US Bancorp | 19,900 | $1.13M | 0.00% | +1,407+7.6% | Added |
| Baird Financial Group, Inc. | 19,221 | $1.09M | 0.00% | −1,281−6.2% | Reduced |
| Park Avenue Securities LLC | 19,219 | $1.09M | 0.01% | −1,068−5.3% | Reduced |
| Jain Global LLC | 19,200 | $1.09M | 0.01% | +19,200 | New |
| Williams Jones Wealth Management, LLC. | 18,921 | $1.08M | 0.01% | +457+2.5% | Added |
| Apollon Wealth Management, LLC | 18,862 | $1.07M | 0.02% | +158+0.8% | Added |
| Voya Investment Management LLC | 18,681 | $1.06M | 0.00% | −1,007−5.1% | Reduced |
| Maryland State Retirement & Pension System | 18,585 | $1.06M | 0.02% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 18,330 | $1.04M | 0.02% | −4,304−19.0% | Reduced |
| Alps Advisors Inc | 17,760 | $1.01M | 0.01% | +17,760 | New |
| Quadrant Capital Group LLC | 17,596 | $1.00M | 0.03% | −395−2.2% | Reduced |
| Waterfront Wealth Inc. | 18,478 | $1.00M | 0.20% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 17,300 | $985.1K | 0.01% | +1,300+8.1% | Added |
| Advisors Asset Management, Inc. | 17,118 | $974.7K | 0.02% | +3,680+27.4% | Added |
| Chemistry Wealth Management LLC | 17,110 | $974.2K | 0.19% | −374−2.1% | Reduced |
| Foundations Investment Advisors, LLC | 16,939 | $964.5K | 0.01% | −1,226−6.7% | Reduced |
| Gsa Capital Partners LLP | 16,488 | $939.0K | 0.08% | +11,472+228.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,343 | $930.2K | 0.01% | +990+6.4% | Added |
| Summit Trail Advisors, LLC | 16,310 | $928.6K | 0.01% | +6,999+75.2% | Added |
| Atomi Financial Group, Inc. | 16,269 | $926.4K | 0.03% | +2,368+17.0% | Added |
| Geneos Wealth Management Inc. | 16,082 | $915.7K | 0.02% | −379−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 15,927 | $906.9K | 0.01% | +922+6.1% | Added |
| Capital Group Private Client Services, Inc. | 15,809 | $900.2K | 0.02% | −53,714−77.3% | Reduced |
| Royal London Asset Management Ltd | 15,795 | $899.4K | 0.00% | −146,221−90.3% | Reduced |
| Gotham Asset Management, LLC | 15,788 | $899.0K | 0.00% | +15,788 | New |
| Gabelli Funds LLC | 15,724 | $895.3K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,707 | $894.0K | 0.05% | +10,966+231.3% | Added |
| Malaga Cove Capital, LLC | 15,607 | $888.7K | 0.32% | −400−2.5% | Reduced |
| Aviso Financial Inc. | 15,600 | $887.9K | 0.04% | −6,292−28.7% | Reduced |
| Tower Research Capital LLC (TRC) | 15,198 | $865.4K | 0.02% | +14,434+1,889.3% | Added |
| Resurgent Financial Advisors LLC | 15,087 | $859.1K | 0.42% | +15,087 | New |
| Laurion Capital Management LP | 15,000 | $854.1K | 0.12% | +15,000 | New |
| Maridea Wealth Management LLC | 14,953 | $816.4K | 0.13% | +14,953 | New |
| Chicago Capital, LLC | 14,284 | $813.3K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 14,197 | $808.4K | 0.12% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 14,071 | $801.2K | 0.01% | −8,800−38.5% | Reduced |
| Jackson Square Capital, LLC | 13,939 | $793.5K | 0.17% | −2,089−13.0% | Reduced |
| Metis Global Partners, LLC | 13,802 | $785.5K | 0.02% | +432+3.2% | Added |
| Ascent Group, LLC | 13,625 | $775.8K | 0.03% | −744−5.2% | Reduced |
| Culbertson A N & Co Inc | 13,463 | $766.6K | 0.11% | −245−1.8% | Reduced |
| Truist Financial Corp | 13,240 | $753.9K | 0.00% | +187+1.4% | Added |
| Clearbridge Investments, LLC | 13,008 | $740.7K | 0.00% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 12,988 | $739.5K | 0.01% | +3,090+31.2% | Added |