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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.

Institutional holdersQ3 2025: 589 institutions
Q1 2021: 600 institutionsQ2 2021: 630 institutionsQ3 2021: 662 institutionsQ4 2021: 734 institutionsQ1 2022: 730 institutionsQ2 2022: 714 institutionsQ3 2022: 685 institutionsQ4 2022: 456 institutionsQ1 2023: 465 institutionsQ2 2023: 456 institutionsQ3 2023: 451 institutionsQ4 2023: 479 institutionsQ1 2024: 488 institutionsQ2 2024: 529 institutionsQ3 2024: 551 institutionsQ4 2024: 571 institutionsQ1 2025: 590 institutionsQ2 2025: 606 institutionsQ3 2025: 589 institutionsQ4 2025: 633 institutionsQ1 2026: 633 institutionsQ2 2026: 629 institutions
Value heldQ3 2025: $85.2B
Q1 2021: $43.9BQ2 2021: $50.4BQ3 2021: $54.2BQ4 2021: $60.9BQ1 2022: $56.7BQ2 2022: $44.7BQ3 2022: $41.6BQ4 2022: $7.09BQ1 2023: $8.43BQ2 2023: $8.60BQ3 2023: $8.78BQ4 2023: $10.8BQ1 2024: $11.6BQ2 2024: $11.3BQ3 2024: $14.0BQ4 2024: $16.1BQ1 2025: $72.1BQ2 2025: $82.7BQ3 2025: $85.2BQ4 2025: $78.1BQ1 2026: $65.9BQ2 2026: $67.0B
Institutions holding BAM and their total value by quarter
QuarterHoldersValue
Q2 2026629$67.0B
Q1 2026633$65.9B
Q4 2025633$78.1B
Q3 2025589$85.2B
Q2 2025606$82.7B
Q1 2025590$72.1B
Q4 2024571$16.1B
Q3 2024551$14.0B
Q2 2024529$11.3B
Q1 2024488$11.6B
Q4 2023479$10.8B
Q3 2023451$8.78B
Q2 2023456$8.60B
Q1 2023465$8.43B
Q4 2022456$7.09B
Q3 2022685$41.6B
Q2 2022714$44.7B
Q1 2022730$56.7B
Q4 2021734$60.9B
Q3 2021662$54.2B
Q2 2021630$50.4B
Q1 2021600$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.

Institutions holding BAM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ritholtz Wealth Management5,185$295.2K0.01%−56−1.1%Reduced
Round Rock Advisors, LLC5,153$293.4K0.05%00.0%Unchanged
Silvercrest Asset Management Group LLC5,147$293.1K0.00%00.0%Unchanged
Parsons Capital Management Inc5,122$291.6K0.02%00.0%Unchanged
Evergreen Capital Management LLC5,083$289.4K0.01%+562+12.4%Added
Argent Trust Co5,029$286.4K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.4,997$284.5K0.00%+4,303+620.0%Added
Rossby Financial, LCC5,093$284.0K0.09%+5,000+5,376.3%Added
Heritage Investors Management Corp4,948$282.0K0.01%00.0%Unchanged
Transcend Wealth Collective, LLC4,946$281.6K0.02%+34+0.7%Added
Stamos Capital Partners, L.P.4,935$281.0K0.05%−8,691−63.8%Reduced
NewEdge Wealth, LLC5,099$275.2K0.00%−48−0.9%Reduced
Laurus Investment Counsel Inc.4,827$274.8K0.19%00.0%Unchanged
Whalen Wealth Management Inc.4,784$272.4K0.16%+4,784New
Cary Street Partner Investment Advisory LLC4,766$271.4K0.11%−811−14.5%Reduced
Gilbert & Cook, Inc.4,693$267.2K0.03%−470−9.1%Reduced
Arkadios Wealth Advisors4,621$263.1K0.01%+548+13.5%Added
Crescent Grove Advisors, LLC4,600$261.9K0.03%+643+16.2%Added
Picton Mahoney Asset Management4,571$260.0K0.00%00.0%Unchanged
Compass Ion Advisors, LLC4,529$257.9K0.02%00.0%Unchanged
Wetherby Asset Management Inc4,447$253.2K0.01%+369+9.0%Added
Syon Capital LLC4,414$251.3K0.01%+563+14.6%Added
Stratos Wealth Partners, LTD.4,404$250.8K0.00%−11−0.2%Reduced
Magnetar Financial LLC4,372$248.9K0.00%+4,372New
Washington Trust Advisors, Inc.4,360$248.3K0.02%00.0%Unchanged
Allie Family Office LLC4,302$245.0K0.12%00.0%Unchanged
Hilltop Holdings Inc.4,293$244.4K0.01%−311−6.8%Reduced
Focus Financial Network, Inc.4,242$241.5K0.01%00.0%Unchanged
Paradice Investment Management LLC4,160$236.9K0.05%+4,160New
PDS Planning, Inc4,054$230.8K0.02%+184+4.8%Added
Denali Advisors LLC3,940$224.3K0.03%−2,194−35.8%Reduced
SageView Advisory Group, LLC3,823$217.7K0.01%−81−2.1%Reduced
Advisors Capital Management, LLC3,793$216.0K0.00%+158+4.3%Added
Family Management Corp3,788$215.6K0.03%00.0%Unchanged
Lido Advisors, LLC3,744$213.2K0.00%+3,744New
Sanctuary Advisors, LLC3,736$212.7K0.00%−1,969−34.5%Reduced
Heron Bay Capital Management3,735$212.7K0.04%−24−0.6%Reduced
Oppenheimer Asset Management Inc.3,698$210.6K0.00%−55−1.5%Reduced
Icon Wealth Advisors, LLC3,670$209.0K0.01%00.0%Unchanged
Lineweaver Wealth Advisors, LLC3,644$207.5K0.03%+22+0.6%Added
Fisher Asset Management, LLC3,621$206.2K0.00%−1,742−32.5%Reduced
Verdence Capital Advisors LLC3,723$203.2K0.01%−54−1.4%Reduced
SBI Securities Co., Ltd.3,445$196.2K0.01%−9−0.3%Reduced
Wealthspire Advisors, LLC3,445$196.1K0.00%−243−6.6%Reduced
Johnson Financial Group, Inc.3,301$187.9K0.01%+3,211+3,567.8%Added
Mirae Asset Global Investments Co., Ltd.3,230$183.9K0.00%−4,770−59.6%Reduced
Pacer Advisors, Inc.3,051$173.6K0.00%−226−6.9%Reduced
Covestor Ltd2,914$165.0K0.09%+2,888+11,107.7%Added
Versant Capital Management, Inc2,744$156.2K0.02%+57+2.1%Added
Public Employees Retirement Association of Colorado2,606$148.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc2,519$143.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC2,401$140.0K0.01%+2,181+991.4%Added
Parallel Advisors, LLC2,363$134.5K0.00%−44−1.8%Reduced
AdvisorNet Financial, Inc2,325$132.4K0.01%00.0%Unchanged
Huntington National Bank2,298$130.8K0.00%+410+21.7%Added
GoalVest Advisory LLC2,180$124.1K0.03%00.0%Unchanged
Financial Management Professionals, Inc.2,032$115.7K0.01%+60+3.0%Added
EverSource Wealth Advisors, LLC1,974$112.4K0.00%+1,053+114.3%Added
Wolverine Asset Management LLC1,973$112.3K0.00%00.0%Unchanged
DAGCO, Inc.1,765$100.5K0.03%00.0%Unchanged
Anchor Investment Management, LLC1,759$100.2K0.01%00.0%Unchanged
Atlantic Trust, LLC1,611$91.7K0.02%−65−3.9%Reduced
Cromwell Holdings LLC1,591$90.6K0.05%00.0%Unchanged
Financial Perspectives, Inc1,543$87.9K0.02%−77−4.8%Reduced
Larson Financial Group LLC1,535$87.4K0.00%+478+45.2%Added
Key Financial Inc1,513$84.4K0.02%00.0%Unchanged
Private Trust Co NA1,448$82.4K0.01%−84−5.5%Reduced
Addison Advisors LLC1,407$80.1K0.02%00.0%Unchanged
Louisbourg Investments Inc.1,402$79.8K0.02%00.0%Unchanged
Parkside Financial Bank & Trust1,343$76.5K0.01%−371−21.6%Reduced
HM Payson & Co1,300$74.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management1,298$74.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB1,244$70.8K0.00%+3+0.2%Added
Provenance Wealth Advisors, LLC1,124$64.0K0.01%00.0%Unchanged
Richardson Financial Services Inc.1,115$63.5K0.04%−75−6.3%Reduced
Trust Co of Vermont1,070$60.9K0.00%00.0%Unchanged
Quent Capital, LLC1,045$59.5K0.00%+1,045New
Bartlett & Co. Wealth Management LLC1,035$58.9K0.00%00.0%Unchanged
BFSG, LLC1,007$57.3K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1,001$57.0K0.02%00.0%Unchanged
Princeton Global Asset Management LLC1,000$56.9K0.01%00.0%Unchanged
Heartwood Wealth Advisors LLC974$55.4K0.01%+974New
Harbour Investments, Inc.940$53.5K0.00%00.0%Unchanged
Legacy Bridge, LLC909$51.8K0.02%00.0%Unchanged
Pin Oak Investment Advisors Inc893$50.8K0.04%00.0%Unchanged
Cullen/Frost Bankers, Inc.846$48.1K0.00%+233+38.0%Added
GWM Advisors LLC839$47.7K0.00%−11−1.3%Reduced
TD Private Client Wealth LLC832$47.4K0.00%+764+1,123.5%Added
GAMMA Investing LLC831$47.3K0.00%+401+93.3%Added
Cary Street Partners Financial LLC809$46.1K0.00%+562+227.5%Added
Assetmark, Inc807$46.0K0.00%+395+95.9%Added
Lummis Asset Management, LP797$45.4K0.03%00.0%Unchanged
Leonteq Securities AG748$42.6K0.00%+748New
Sagard Holdings Management Inc.703$40.0K0.20%−7−1.0%Reduced
Allworth Financial LP696$39.6K0.00%+122+21.3%Added
Simplex Trading, LLC614$34.0K0.00%−3,115−83.5%Reduced
Mountain Hill Investment Partners Corp.597$34.0K0.03%00.0%Unchanged
Truvestments Capital LLC587$33.4K0.01%00.0%Unchanged
IFP Advisors, Inc587$33.4K0.00%+3+0.5%Added
CoreCap Advisors, LLC566$32.2K0.00%00.0%Unchanged