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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
Global Retirement Partners, LLC547$31.1K0.00%−30−5.2%Reduced
St Germain D J Co Inc536$30.5K0.00%00.0%Unchanged
Farther Finance Advisors, LLC474$27.0K0.00%+173+57.5%Added
Hara Capital LLC451$25.7K0.02%00.0%Unchanged
Spire Wealth Management411$23.4K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc410$23.3K0.00%00.0%Unchanged
Community Bank, N.A.382$21.7K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd348$19.8K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC331$18.8K0.00%00.0%Unchanged
Asset Dedication, LLC306$17.4K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton305$17.4K0.00%00.0%Unchanged
Central Trust Co297$16.9K0.00%+15+5.3%Added
Stone House Investment Management, LLC285$16.2K0.00%00.0%Unchanged
Root Financial Partners, LLC276$15.7K0.00%+276New
Manchester Capital Management LLC268$15.3K0.00%−253−48.6%Reduced
Pinnacle Bancorp, Inc.262$14.9K0.00%00.0%Unchanged
Motco248$14.1K0.00%00.0%Unchanged
Promus Capital, LLC237$13.5K0.01%00.0%Unchanged
Fortitude Family Office, LLC207$11.8K0.00%00.0%Unchanged
FSA Wealth Management LLC196$11.2K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC190$10.8K0.00%00.0%Unchanged
Kings Path Partners LLC188$10.7K0.00%00.0%Unchanged
Costello Asset Management, INC176$10.0K0.00%00.0%Unchanged
Boreal Capital Management LLC175$9.96K0.01%00.0%Unchanged
First Command Advisory Services, Inc.168$9.57K0.00%+168New
Delta Asset Management LLC155$8.83K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.149$8.48K0.00%00.0%Unchanged
First Horizon Corp146$8.31K0.00%+146New
Zions Bancorporation, National Association143$8.14K0.00%−40−21.9%Reduced
New England Capital Financial Advisors LLC133$7.60K0.00%00.0%Unchanged
CVA Family Office, LLC132$7.52K0.00%00.0%Unchanged
Fifth Third Bancorp132$7.52K0.00%+60+83.3%Added
JNBA Financial Advisors129$7.35K0.00%00.0%Unchanged
Highline Wealth Partners LLC128$7.29K0.00%+128New
Hilltop National Bank127$7.23K0.00%00.0%Unchanged
North Capital, Inc.113$6.43K0.00%+1+0.9%Added
Accent Capital Management, LLC106$6.04K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC100$5.69K0.00%00.0%Unchanged
Bell Investment Advisors, Inc91$5.18K0.00%−27−22.9%Reduced
Fortis Group Advisors, LLC84$4.78K0.00%00.0%Unchanged
Cornerstone Planning Group LLC88$4.72K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC82$4.67K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC80$4.55K0.00%00.0%Unchanged
Darwin Advisors, LLC79$4.50K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC78$4.44K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$4.33K0.00%00.0%Unchanged
Sunbelt Securities, Inc.75$4.27K0.00%+75New
Salomon & Ludwin, LLC73$4.22K0.00%−3−3.9%Reduced
Ameritas Advisory Services, LLC73$4.16K0.00%−4−5.2%Reduced
Accredited Wealth Management, LLC371$4.04K0.00%+300+422.5%Added
Robinswood Financial LLC66$3.76K0.00%00.0%Unchanged
UMA Financial Services, Inc.65$3.70K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC65$3.70K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC62$3.53K0.00%00.0%Unchanged
Golden State Wealth Management, LLC61$3.47K0.00%+28+84.8%Added
Raffa Wealth Management, LLC56$3.19K0.00%+25+80.6%Added
Hantz Financial Services, Inc.50$3.00K0.00%+50New
VSM Wealth Advisory, LLC48$2.73K0.00%00.0%Unchanged
North Star Investment Management Corp.48$2.73K0.00%+8+20.0%Added
JPL Wealth Management, LLC45$2.56K0.00%+45New
Rothschild Investment LLC45$2.56K0.00%+41+1,025.0%Added
Hughes Financial Services, LLC44$2.35K0.00%00.0%Unchanged
Wealth Watch Advisors, INC40$2.28K0.00%+40New
Old Point Trust & Financial Services N A37$2.11K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.28$1.59K0.00%−22−44.0%Reduced
Essential Partners LLC23$1.31K0.00%+23New
Bellevue Asset Management, LLC23$1.31K0.00%−3−11.5%Reduced
Transamerica Financial Advisors, Inc.19$1.08K0.00%+19New
Private Wealth Asset Management, LLC18$1.02K0.00%00.0%Unchanged
First United Bank Trust17$9680.00%+17New
PenderFund Capital Management Ltd.17$9670.00%+17New
McIlrath & Eck, LLC14$7970.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd13$7400.00%−453−97.2%Reduced
St. Johns Investment Management Company, LLC13$7400.00%00.0%Unchanged
Creative Financial Designs Inc11$6260.00%00.0%Unchanged
Mather Group, LLC.11$6260.00%+11New
Tortoise Investment Management, LLC11$6260.00%+11New
Private Wealth Management Group, LLC8$4560.00%00.0%Unchanged
Macquarie Group Ltd8$4550.00%−19,343−100.0%Reduced
Aventura Private Wealth, LLC7$3990.00%00.0%Unchanged
Frazier Financial Advisors, LLC7$3990.00%+7New
SJS Investment Consulting Inc.5$2850.00%00.0%Unchanged
Sittner & Nelson, LLC4$2280.00%00.0%Unchanged
New Millennium Group LLC3$1710.00%00.0%Unchanged
Robbins Farley LLC3$1710.00%+3New
True Wealth Design, LLC3$1710.00%+3New
Sound Income Strategies, LLC2$1180.00%+2New
Creekmur Asset Management LLC1$350.00%00.0%Unchanged
Abound Wealth Management0$20.00%−33−100.0%Reduced
LGT Capital Partners Ltd.0$00.00%−495,000−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−490,554−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−307,093−100.0%Sold out
Renaissance Technologies LLC0$00.00%−284,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−110,405−100.0%Sold out
Bridgewater Associates, LP0$00.00%−82,222−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−54,524−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−54,378−100.0%Sold out
Landmark Investment Partners, L.P.0$00.00%−53,697−100.0%Sold out
Whittier Trust Co0$00.00%−45,508−100.0%Sold out
Quantbot Technologies LP0$00.00%−44,249−100.0%Sold out