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, Q4 2025
Institutional positions in Brookfield Asset Management Ltd. as of Dec 31, 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
- 633
- +56 vs. Q3 2025
- Shares held
- 1.49B
- −5.43M (−0.4%) vs. Q3 2025
- Total value
- $78.1B
- −$7.08B (−8.3%) vs. Q3 2025
- New holders
- 111
- 198 more added
- Sold out
- 55
- 210 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 1,193,021,145 | $62.5B | 77.40% | 00.0% | Unchanged |
| Partners Value Investments LP | 30,789,564 | $1.61B | 15.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,178,358 | $1.06B | 0.19% | −4,681,330−18.8% | Reduced |
| Vanguard Group Inc | 17,723,182 | $928.4M | 0.01% | +297,790+1.7% | Added |
| FMR LLC | 16,375,325 | $857.9M | 0.04% | −1,372,792−7.7% | Reduced |
| TD Asset Management Inc | 15,769,066 | $827.1M | 0.67% | +315,036+2.0% | Added |
| Capital International Investors | 13,311,859 | $697.4M | 0.11% | −2,771,015−17.2% | Reduced |
| Bank of Montreal | 12,257,224 | $642.1M | 0.26% | +824,661+7.2% | Added |
| Mackenzie Financial Corp | 9,861,244 | $518.3M | 0.61% | −674,941−6.4% | Reduced |
| FIL Ltd | 9,821,508 | $514.5M | 0.39% | −3,006,694−23.4% | Reduced |
| Principal Financial Group Inc | 7,863,457 | $412.0M | 0.21% | +533,639+7.3% | Added |
| BlackRock, Inc. | 5,503,768 | $288.3M | 0.00% | +93,725+1.7% | Added |
| Capital World Investors | 5,066,494 | $265.4M | 0.04% | −10,381,941−67.2% | Reduced |
| Norges Bank | 5,028,864 | $263.4M | 0.03% | +5,028,864 | New |
| CIBC Asset Management Inc | 4,853,861 | $255.4M | 0.62% | +2,415,593+99.1% | Added |
| Geode Capital Management, LLC | 4,604,648 | $245.5M | 0.02% | +310,049+7.2% | Added |
| Manufacturers Life Insurance Company, The | 4,602,614 | $241.6M | 0.20% | −597,299−11.5% | Reduced |
| Massachusetts Financial Services Co | 4,506,208 | $236.1M | 0.08% | −300,764−6.3% | Reduced |
| CIBC World Markets Inc. | 4,312,939 | $226.0M | 0.40% | +1,092,851+33.9% | Added |
| Morgan Stanley | 3,944,483 | $206.7M | 0.01% | +379,576+10.6% | Added |
| State Street Corp | 3,690,018 | $193.3M | 0.01% | +60,331+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,577,744 | $187.4M | 0.49% | −326,933−8.4% | Reduced |
| Davenport & Co LLC | 3,466,570 | $182.1M | 0.99% | −60,098−1.7% | Reduced |
| Citadel Advisors LLC | 3,274,990 | $171.6M | 0.12% | +3,153,739+2,601.0% | Added |
| Neuberger Berman Group LLC | 3,220,306 | $168.7M | 0.13% | +801,500+33.1% | Added |
| Bank of America Corp | 3,106,751 | $162.8M | 0.01% | −66,480−2.1% | Reduced |
| Bank of Nova Scotia | 3,027,043 | $158.6M | 0.24% | +746,355+32.7% | Added |
| National Bank of Canada | 2,726,585 | $142.5M | 0.15% | −845,744−23.7% | Reduced |
| Canada Pension Plan Investment Board | 2,522,370 | $132.1M | 0.09% | +802,696+46.7% | Added |
| Legal & General Group Plc | 2,343,841 | $122.9M | 0.03% | −21,868−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,282,237 | $119.7M | 2.09% | −84,588−3.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $114.9M | 0.92% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 2,034,379 | $106.6M | 0.02% | +440,952+27.7% | Added |
| Cooke & Bieler LP | 2,001,903 | $104.9M | 1.09% | +655,009+48.6% | Added |
| Beutel, Goodman & Co Ltd. | 1,936,911 | $101.6M | 0.62% | −165,065−7.9% | Reduced |
| British Columbia Investment Management Corp | 1,862,722 | $97.6M | 0.52% | −528,591−22.1% | Reduced |
| William Blair Investment Management, LLC | 1,835,120 | $96.1M | 0.27% | −1,342,003−42.2% | Reduced |
| Madison Asset Management, LLC | 1,801,474 | $94.4M | 1.09% | −106,577−5.6% | Reduced |
| Toronto Dominion Bank | 1,729,651 | $90.6M | 0.16% | +868,314+100.8% | Added |
| Invesco Ltd. | 1,682,808 | $88.2M | 0.01% | −226,839−11.9% | Reduced |
| Agf Management Ltd | 1,480,469 | $77.7M | 0.34% | +637,816+75.7% | Added |
| JPMorgan Chase & Co | 1,480,038 | $77.5M | 0.01% | −125,861−7.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,469,635 | $76.9M | 0.48% | +14,777+1.0% | Added |
| D. E. Shaw & Co., Inc. | 1,389,690 | $72.8M | 0.06% | +1,389,690 | New |
| CI Private Wealth, LLC | 1,387,375 | $72.3M | 0.10% | +20,586+1.5% | Added |
| Scotia Capital Inc. | 1,262,879 | $66.1M | 0.27% | +93,914+8.0% | Added |
| First Manhattan Co | 1,111,922 | $58.3M | 0.15% | −31,468−2.8% | Reduced |
| Nuveen, LLC | 1,049,330 | $55.0M | 0.01% | +24,894+2.4% | Added |
| Bank of New York Mellon Corp | 1,042,809 | $54.6M | 0.01% | +117,331+12.7% | Added |
| Northern Trust Corp | 1,040,438 | $54.5M | 0.01% | −53,572−4.9% | Reduced |
| Natixis Advisors, L.P. | 1,037,570 | $54.4M | 0.08% | +65,033+6.7% | Added |
| Bamco Inc | 984,871 | $51.6M | 0.14% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 937,887 | $49.1M | 1.02% | +1,614+0.2% | Added |
| Deutsche Bank AG | 886,932 | $46.5M | 0.02% | +118,796+15.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 800,000 | $41.9M | 0.07% | +600,000+300.0% | Added |
| Intact Investment Management Inc. | 782,558 | $41.0M | 1.18% | +191,998+32.5% | Added |
| 1832 Asset Management L.P. | 782,236 | $41.0M | 0.05% | −108,011−12.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 772,523 | $40.5M | 0.15% | −6,711−0.9% | Reduced |
| Millennium Management LLC | 611,427 | $32.0M | 0.02% | −283,559−31.7% | Reduced |
| GFI Investment Counsel Ltd. | 588,390 | $30.8M | 3.29% | +588,390 | New |
| MUFG Securities (Canada), Ltd. | 573,553 | $30.1M | 0.84% | −49,733−8.0% | Reduced |
| UBS Group AG | 567,780 | $29.7M | 0.01% | −330,814−36.8% | Reduced |
| Alberta Investment Management Corp | 531,167 | $27.8M | 0.17% | −81,300−13.3% | Reduced |
| Wells Fargo & Company | 502,117 | $26.3M | 0.01% | −9,335−1.8% | Reduced |
| Sather Financial Group Inc | 482,740 | $25.3M | 1.36% | −1,816−0.4% | Reduced |
| Amundi | 472,894 | $24.8M | 0.01% | +4,517+1.0% | Added |
| Compagnie Lombard Odier SCmA | 458,525 | $24.0M | 0.26% | −25,365−5.2% | Reduced |
| New York State Common Retirement Fund | 452,300 | $23.7M | 0.03% | −13,300−2.9% | Reduced |
| Schroder Investment Management Group | 442,328 | $23.2M | 0.02% | +129,282+41.3% | Added |
| Jefferies Financial Group Inc. | 436,978 | $22.9M | 0.19% | +436,978 | New |
| Portland Investment Counsel Inc. | 421,200 | $22.2M | 6.68% | +7,100+1.7% | Added |
| Ci Investments Inc. | 413,458 | $21.7M | 0.09% | −12,637−3.0% | Reduced |
| Broad Run Investment Management, LLC | 403,356 | $21.1M | 3.92% | −254−0.1% | Reduced |
| Addenda Capital Inc. | 279,027 | $20.1M | 0.59% | −2,990−1.1% | Reduced |
| Envestnet Asset Management Inc | 371,764 | $19.5M | 0.01% | −36,539−8.9% | Reduced |
| CIBC Private Wealth Group, LLC | 352,261 | $18.5M | 0.03% | −13,914−3.8% | Reduced |
| Segall Bryant & Hamill, LLC | 345,282 | $18.1M | 0.24% | −6,049−1.7% | Reduced |
| McDonald Capital Investors Inc | 342,784 | $18.0M | 1.10% | −14,869−4.2% | Reduced |
| Aviva PLC | 341,609 | $17.9M | 0.03% | +28,706+9.2% | Added |
| Great West Life Assurance Co | 340,953 | $17.9M | 0.03% | −11,069−3.1% | Reduced |
| Fiera Capital Corp | 330,204 | $17.3M | 0.05% | +145,476+78.8% | Added |
| Marathon Asset Mgmt Ltd | 326,021 | $17.1M | 0.66% | −20,463−5.9% | Reduced |
| Montrusco Bolton Investments Inc. | 321,897 | $16.9M | 0.21% | −7,399−2.2% | Reduced |
| Guardian Partners Inc. | 340,315 | $16.8M | 1.35% | +31,051+10.0% | Added |
| Capital International Inc | 315,509 | $16.5M | 0.13% | −73,115−18.8% | Reduced |
| Rhumbline Advisers | 312,868 | $16.4M | 0.01% | −3,387−1.1% | Reduced |
| Quadrature Capital Ltd | 298,000 | $15.6M | 0.16% | +298,000 | New |
| STRS Ohio | 296,743 | $15.6M | 0.06% | −3,623−1.2% | Reduced |
| America First Investment Advisors, LLC | 290,524 | $15.2M | 2.77% | −150,950−34.2% | Reduced |
| Sequoia Financial Advisors, LLC | 289,430 | $15.2M | 0.08% | +189+0.1% | Added |
| Renaissance Technologies LLC | 287,525 | $15.1M | 0.02% | +287,525 | New |
| Korea Investment CORP | 286,386 | $15.0M | 0.03% | +2,337+0.8% | Added |
| Ameriprise Financial Inc | 276,469 | $14.6M | 0.00% | −77,135−21.8% | Reduced |
| Bruni J V & Co | 276,057 | $14.5M | 1.42% | −3,889−1.4% | Reduced |
| Wellington Management Group LLP | 271,858 | $14.2M | 0.00% | −18,133−6.3% | Reduced |
| Baskin Financial Services Inc. | 267,852 | $14.0M | 1.06% | −3,005−1.1% | Reduced |
| Raymond James Financial Inc | 267,255 | $14.0M | 0.00% | +15,544+6.2% | Added |
| Capital International Sarl | 264,924 | $13.9M | 0.22% | −3,573−1.3% | Reduced |
| Hillsdale Investment Management Inc. | 256,295 | $13.4M | 0.37% | +2,083+0.8% | Added |
| Nicola Wealth Management Ltd. | 251,758 | $13.2M | 1.20% | +35,200+16.3% | Added |