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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 12,623 | $718.8K | 0.00% | +248+2.0% | Added |
| Needham Investment Management LLC | 12,570 | $715.6K | 0.05% | 00.0% | Unchanged |
| Equity Wealth Partners, LLC | 12,472 | $710.2K | 0.58% | +12,472 | New |
| Carnegie Lake Advisors LLC | 12,301 | $700.4K | 0.27% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,300 | $700.4K | 0.00% | +4,478+57.2% | Added |
| Umb Bank N A | 11,942 | $680.0K | 0.01% | +271+2.3% | Added |
| Citizens Financial Group Inc | 11,935 | $679.6K | 0.01% | +11,935 | New |
| Private Advisor Group, LLC | 11,913 | $678.4K | 0.00% | −636−5.1% | Reduced |
| Advisory Services Network, LLC | 11,869 | $675.8K | 0.01% | +13+0.1% | Added |
| Kraematon Investment Advisors, Inc | 11,839 | $674.1K | 0.58% | +1,067+9.9% | Added |
| Taylor Hoffman Capital Management LLC | 11,822 | $673.1K | 0.21% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 11,783 | $670.9K | 0.13% | −485−4.0% | Reduced |
| Allen Investment Management LLC | 11,759 | $669.6K | 0.01% | 00.0% | Unchanged |
| National Philanthropic Trust | 11,756 | $669.4K | 0.01% | +515+4.6% | Added |
| Check Capital Management Inc | 11,586 | $659.7K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 11,294 | $643.0K | 0.15% | −1,499−11.7% | Reduced |
| Assenagon Asset Management S.A. | 11,255 | $640.6K | 0.00% | −364−3.1% | Reduced |
| Pacifica Partners Inc. | 11,324 | $630.4K | 0.23% | +113+1.0% | Added |
| Yousif Capital Management, LLC | 11,010 | $626.9K | 0.01% | +226+2.1% | Added |
| Walleye Capital LLC | 10,900 | $620.6K | 0.01% | −78,168−87.8% | Reduced |
| Cambria Investment Management, L.P. | 10,898 | $620.5K | 0.04% | +2,178+25.0% | Added |
| Warren Averett Asset Management, LLC | 10,804 | $615.2K | 0.01% | −69−0.6% | Reduced |
| Fiduciary Trust Co | 10,748 | $612.0K | 0.01% | +3,959+58.3% | Added |
| Captrust Financial Advisors | 10,730 | $611.0K | 0.00% | +1,228+12.9% | Added |
| Cresset Asset Management, LLC | 10,675 | $607.7K | 0.00% | +14+0.1% | Added |
| Verition Fund Management LLC | 10,449 | $595.0K | 0.00% | +3,536+51.2% | Added |
| UniSuper Management Pty Ltd | 7,500 | $594.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 10,423 | $593.5K | 0.00% | −30,943−74.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,221 | $582.0K | 0.02% | +2,497+32.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,063 | $573.0K | 0.04% | +10,063 | New |
| Leavell Investment Management, Inc. | 9,888 | $563.0K | 0.02% | −562−5.4% | Reduced |
| Salvus Wealth Management, LLC | 9,869 | $561.9K | 0.31% | −505−4.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,866 | $561.8K | 0.10% | −444−4.3% | Reduced |
| Vise Technologies, Inc. | 9,853 | $561.0K | 0.02% | +2,430+32.7% | Added |
| Bragg Financial Advisors, Inc | 9,737 | $554.3K | 0.02% | −61,096−86.3% | Reduced |
| Dimensional Fund Advisors LP | 9,606 | $547.0K | 0.00% | −264−2.7% | Reduced |
| Atria Investments LLC | 9,575 | $545.2K | 0.01% | −824−7.9% | Reduced |
| Sterling Capital Management LLC | 9,340 | $531.8K | 0.01% | −845−8.3% | Reduced |
| Triasima Portfolio Management inc. | 9,274 | $527.9K | 0.08% | +4,357+88.6% | Added |
| CWM, LLC | 9,227 | $525.0K | 0.00% | +6,713+267.0% | Added |
| Everett Harris & Co | 9,149 | $520.9K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 9,092 | $517.7K | 0.06% | 00.0% | Unchanged |
| Scientech Research LLC | 8,936 | $508.8K | 0.18% | −5,665−38.8% | Reduced |
| Summit Financial, LLC | 8,896 | $506.5K | 0.01% | −157−1.7% | Reduced |
| AQR Capital Management LLC | 8,802 | $501.2K | 0.00% | +5,035+133.7% | Added |
| Cardinal Point Capital Management, ULC | 8,702 | $495.1K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 8,527 | $485.5K | 0.00% | +1,596+23.0% | Added |
| Principal Securities, Inc. | 8,417 | $479.3K | 0.01% | +254+3.1% | Added |
| Radnor Capital Management, LLC | 8,365 | $476.3K | 0.07% | −56−0.7% | Reduced |
| Gateway Investment Advisers LLC | 8,167 | $465.0K | 0.00% | +2,163+36.0% | Added |
| Carson Advisory Inc. | 8,051 | $458.4K | 0.25% | +10.0% | Added |
| K.J. Harrison & Partners Inc | 7,959 | $452.0K | 0.06% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 7,830 | $445.8K | 0.38% | +240+3.2% | Added |
| Mutual Advisors, LLC | 8,178 | $439.7K | 0.01% | −260−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 7,578 | $431.5K | 0.00% | +238+3.2% | Added |
| Cigna Investments Inc | 7,488 | $427.0K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,468 | $425.2K | 0.02% | +7,468 | New |
| Signaturefd, LLC | 7,396 | $421.1K | 0.01% | +749+11.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,370 | $420.0K | 0.00% | +402+5.8% | Added |
| Axq Capital, LP | 7,320 | $416.8K | 0.16% | +7,320 | New |
| SIG North Trading, ULC | 7,223 | $411.3K | 0.06% | −4,870−40.3% | Reduced |
| ASR Vermogensbeheer N.V. | 7,212 | $410.5K | 0.00% | +117+1.6% | Added |
| Hendershot Investments Inc. | 7,158 | $407.6K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7,153 | $407.3K | 0.01% | −99−1.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $407.1K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,025 | $400.0K | 0.00% | +2,495+55.1% | Added |
| Allianz Asset Management GmbH | 6,857 | $390.3K | 0.00% | +387+6.0% | Added |
| Heritage Wealth Advisors | 6,648 | $378.5K | 0.02% | −10.0% | Reduced |
| Principal Street Partners, LLC | 6,613 | $376.5K | 0.06% | −6,111−48.0% | Reduced |
| Proficio Capital Partners LLC | 6,454 | $367.5K | 0.03% | −27−0.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,258 | $356.0K | 0.10% | −10.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,213 | $353.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Jones Financial Companies LLLP | 5,985 | $347.5K | 0.00% | +1,773+42.1% | Added |
| Kestra Advisory Services, LLC | 6,083 | $346.4K | 0.00% | +190+3.2% | Added |
| Northwest Financial Advisors | 6,045 | $344.2K | 0.44% | −235−3.7% | Reduced |
| Kestra Private Wealth Services, LLC | 6,007 | $342.1K | 0.00% | −1,538−20.4% | Reduced |
| United Capital Financial Advisers, LLC | 6,005 | $341.9K | 0.00% | +325+5.7% | Added |
| Evercore Wealth Management, LLC | 5,946 | $338.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,907 | $336.3K | 0.02% | +560+10.5% | Added |
| NBC Securities, Inc. | 5,903 | $336.2K | 0.03% | −346−5.5% | Reduced |
| Bank of Nova Scotia Trust Co | 5,850 | $333.1K | 0.03% | +113+2.0% | Added |
| Berkshire Asset Management LLC | 5,823 | $331.5K | 0.01% | +34+0.6% | Added |
| Moseley Investment Management Inc | 5,811 | $330.9K | 0.10% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,750 | $327.4K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 5,740 | $326.8K | 0.00% | +5,740 | New |
| GoodHaven Capital Management, LLC | 5,673 | $323.0K | 0.10% | −35−0.6% | Reduced |
| We Are One Seven, LLC | 5,667 | $322.7K | 0.01% | +162+2.9% | Added |
| Moors & Cabot, Inc. | 5,667 | $322.7K | 0.01% | −513−8.3% | Reduced |
| Searle & Co. | 5,662 | $322.3K | 0.09% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5,652 | $321.8K | 0.06% | −15−0.3% | Reduced |
| Yorktown Management & Research Co Inc | 5,637 | $321.0K | 0.26% | 00.0% | Unchanged |
| Hemington Wealth Management | 5,581 | $317.0K | 0.04% | −28−0.5% | Reduced |
| HRT Financial LP | 5,519 | $314.0K | 0.00% | +5,519 | New |
| Ieq Capital, LLC | 5,509 | $313.7K | 0.00% | +5,509 | New |
| Bryn Mawr Trust Co | 5,487 | $312.4K | 0.01% | +313+6.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,730 | $308.1K | 0.00% | +5,730 | New |
| Northwestern Mutual Wealth Management Co | 5,315 | $302.6K | 0.00% | +2,803+111.6% | Added |
| Keybank National Association | 5,302 | $301.9K | 0.00% | +168+3.3% | Added |