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Brookfield Asset Management Ltd.

BAM
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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.

Q4 2025 vs. Q3 2025

How the institutions holding Brookfield Asset Management Ltd. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of BAM: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders58912633+56
Shares1.50B102.7K1.49B−5.43M (−0.4%)
Value$85.2B$5.96M$78.1B−$7.08B (−8.3%)

12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (111)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 111 by value.

Institutions new to BAM in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank5,028,864$263.4M0.03%
D. E. Shaw & Co., Inc.1,389,690$72.8M0.06%
GFI Investment Counsel Ltd.588,390$30.8M3.29%
Jefferies Financial Group Inc.436,978$22.9M0.19%
Quadrature Capital Ltd298,000$15.6M0.16%
Renaissance Technologies LLC287,525$15.1M0.02%
Partners Group Holding AG231,951$12.2M0.82%
MUFG Securities EMEA plc200,000$10.5M0.12%
UBS Asset Management Americas Inc195,648$10.2M0.00%
State of Wisconsin Investment Board143,882$7.55M0.02%
BCV Asset Management Inc.54,269$3.86M0.10%
Harvest Portfolios Group Inc.59,880$3.14M0.05%
PensionDanmark Pensionsforsikringsaktieselskab50,110$2.63M0.02%
Strategic Advisors LLC42,240$2.21M0.35%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.29,352$2.12M0.00%
Point72 Asset Management, L.P.39,039$2.04M0.00%
Rezny Wealth Management, Inc.38,654$2.03M0.41%
Voloridge Investment Management, LLC38,469$2.02M0.01%
Herbst Group, LLC27,225$1.43M0.84%
Graham Capital Management, L.P.19,434$1.02M0.04%
Landscape Capital Management, L.L.C.18,827$986.3K0.07%
Uniplan Investment Counsel, Inc.16,832$881.9K0.09%
Midway Capital Research & Management15,820$828.8K0.81%
Generali Asset Management SPA SGR11,219$806.6K0.02%
EFG International AG15,091$790.6K0.02%
Griffin Asset Management, Inc.14,548$762.2K0.08%
GatePass Capital, LLC13,900$728.2K0.38%
Engineers Gate Manager LP13,888$727.6K0.01%
FORA Capital, LLC13,525$708.6K0.09%
North Dakota State Investment Board13,463$705.3K0.03%
Clear Trail Advisors, LLC13,328$698.3K0.16%
St. Louis Trust Co12,899$675.8K0.08%
Corient IA LLC12,260$642.3K0.60%
SummitTX Capital, L.P.11,847$620.7K0.02%
Twin Tree Management, LP11,267$590.3K0.06%
TCG Advisory Services, LLC10,614$556.1K0.02%
Third View Private Wealth, LLC9,215$482.8K0.06%
Hudson Bay Capital Management LP9,030$473.1K0.00%
Aquatic Capital Management LLC8,895$466.0K0.01%
Union Bancaire Privee, UBP SA10,608$442.2K0.01%
Victory Capital Management Inc8,177$428.4K0.00%
Rhodes Investment Advisors Inc7,648$400.7K0.32%
TritonPoint Partners, LLC7,500$392.9K0.21%
Storgate, LLC6,917$362.4K0.30%
Skopos Labs, Inc.6,545$348.9K0.02%
Snowden Capital Advisors LLC6,361$333.7K0.01%
Headlands Technologies LLC6,076$318.3K0.03%
Laird Norton Trust Company, LLC5,343$279.9K0.01%
SeaBridge Investment Advisors LLC5,266$275.9K0.05%
Baker Boyer National Bank5,200$272.4K0.08%
Worldquant Millennium Advisors LLC5,077$266.0K0.00%
Regions Financial Corp4,862$254.7K0.00%
Vestmark Advisory Solutions, Inc.4,666$244.5K0.00%
Sherbrooke Park Advisers LLC4,623$242.2K0.63%
Athena Wealth Management, LLC4,475$234.4K0.23%
Purpose Unlimited Inc.4,393$230.1K0.01%
FourThought Financial Partners, LLC4,385$229.7K0.02%
Crestwood Advisors Group LLC4,275$224.0K0.00%
Dynamic Technology Lab Private Ltd4,230$222.0K0.05%
Eurizon Capital SGR S.p.A.4,185$220.1K0.00%
Volterra Technologies LP3,125$163.7K0.17%
Aster Capital Management (DIFC) Ltd2,319$121.5K0.05%
Group One Trading, L.P.2,122$111.2K0.00%
Birchwood Financial Partners, Inc.2,102$110.1K0.11%
City State Bank1,864$97.7K0.03%
Flagship Harbor Advisors, LLC1,355$71.0K0.00%
J.Safra Asset Management Corp1,198$62.8K0.00%
Pinnacle Wealth Planning Services, Inc.847$44.4K0.00%
LOM Asset Management Ltd600$43.1K0.01%
eCIO, Inc.802$42.0K0.02%
Roble, Belko & Company, Inc755$40.0K0.01%
Basecamp Wealth Advisors LLC661$34.6K0.01%
Wellington-Altus USA Inc.405$21.2K0.02%
Silicon Valley Capital Partners377$19.7K0.00%
SHP Wealth Management366$19.2K0.00%
Commonwealth Retirement Investments LLC274$14.4K0.00%
Gilpin Wealth Management, LLC272$14.3K0.01%
WPG Advisers, LLC226$11.8K0.01%
City Holding Co200$10.5K0.00%
Kemnay Advisory Services Inc.157$8.22K0.00%
Optiver Holding B.V.127$6.65K0.00%
Quarry LP123$6.44K0.00%
Exchange Traded Concepts, LLC108$5.66K0.00%
Bravera Wealth99$5.19K0.00%
Cornerstone Financial Management LLC96$5.03K0.00%
Newbridge Financial Services Group, Inc.90$4.71K0.00%
Dixon Mitchell Investment Counsel Inc.80$4.20K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.80$4.19K0.00%
MCF Advisors LLC71$3.72K0.00%
Tucker Asset Management LLC69$3.62K0.00%
Union Savings Bank62$3.25K0.00%
Kilter Group LLC57$2.99K0.00%
Evermay Wealth Management LLC51$2.67K0.00%
Quattro Advisors LLC50$2.62K0.00%
Turning Point Benefit Group, Inc.36$1.89K0.00%
Curio Wealth, LLC26$1.39K0.00%
Barnes Dennig Private Wealth Management LLC22$1.15K0.00%
Advocate Investing Services LLC22$1.15K0.00%
McMillan Office, Inc.19$9950.00%
Torren Management, LLC19$9740.00%

Sold out (55)

Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of BAM in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
EdgePoint Investment Group Inc.159,255$9.06M
HSBC Holdings PLC128,364$7.30M
Schonfeld Strategic Advisors LLC100,962$5.75M
Susquehanna International Group, LLP65,194$3.71M
Lighthouse Investment Partners, LLC54,613$3.11M
PEAK6 LLC53,494$3.05M
Ossiam53,300$3.03M
CWM Advisors, LLC47,244$2.69M
Maltese Capital Management LLC41,386$2.36M
Squarepoint Ops LLC32,163$1.83M
Concentric Capital Strategies, LP21,105$1.20M
Jain Global LLC19,200$1.09M
Virtu Financial LLC15,707$894.0K
Malaga Cove Capital, LLC15,607$888.7K
Resurgent Financial Advisors LLC15,087$859.1K
Ascent Group, LLC13,625$775.8K
National Philanthropic Trust11,756$669.4K
Verition Fund Management LLC10,449$595.0K
Bragg Financial Advisors, Inc9,737$554.3K
NJ State Employees Deferred Compensation Plan9,092$517.7K
Axq Capital, LP7,320$416.8K
Allianz Asset Management GmbH6,857$390.3K
Stamos Capital Partners, L.P.4,935$281.0K
Whalen Wealth Management Inc.4,784$272.4K
Magnetar Financial LLC4,372$248.9K
Hilltop Holdings Inc.4,293$244.4K
Paradice Investment Management LLC4,160$236.9K
PDS Planning, Inc4,054$230.8K
Advisors Capital Management, LLC3,793$216.0K
Family Management Corp3,788$215.6K
Heron Bay Capital Management3,735$212.7K
Oppenheimer Asset Management Inc.3,698$210.6K
Icon Wealth Advisors, LLC3,670$209.0K
Lineweaver Wealth Advisors, LLC3,644$207.5K
Verdence Capital Advisors LLC3,723$203.2K
Heartwood Wealth Advisors LLC974$55.4K
Simplex Trading, LLC614$34.0K
St Germain D J Co Inc536$30.5K
Kings Path Partners LLC188$10.7K
Hilltop National Bank127$7.23K
North Capital, Inc.113$6.43K
GPS Wealth Strategies Group, LLC100$5.69K
Ameritas Advisory Services, LLC73$4.16K
JPL Wealth Management, LLC45$2.56K
Old Point Trust & Financial Services N A37$2.11K
PenderFund Capital Management Ltd.17$967
St. Johns Investment Management Company, LLC13$740
Mather Group, LLC.11$626
Tortoise Investment Management, LLC11$626
Private Wealth Management Group, LLC8$456
Macquarie Group Ltd8$455
Frazier Financial Advisors, LLC7$399
Sittner & Nelson, LLC4$228
Robbins Farley LLC3$171
New Millennium Group LLC3$171

Not filed for Q4 2025 yet (12)

Institutions that held Brookfield Asset Management Ltd. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Burgundy Asset Management Ltd.35,864$2.16M
Kathleen S. Wright Associates Inc.27,783$1.60M
AXA Investment Managers S.A.21,267$1.21M
Shell Asset Management Co6,141$350.0K
Hemington Wealth Management5,581$317.0K
Wetherby Asset Management Inc4,447$253.2K
Sagard Holdings Management Inc.703$40.0K
Promus Capital, LLC237$13.5K
FSA Wealth Management LLC196$11.2K
Lowe Wealth Advisors, LLC78$4.44K
Accredited Wealth Management, LLC371$4.04K
Creekmur Asset Management LLC1$35