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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, 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.

Institutional holdersQ4 2025: 633 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 heldQ4 2025: $78.1B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q3 2025.

Institutions holding BAM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.7$00.00%−43−86.0%Reduced
IFC & Insurance Marketing, Inc.1$00.00%+1New
Abound Wealth Management0$20.00%0Unchanged
Stone House Investment Management, LLC1$390.00%−284−99.6%Reduced
Godfrey Financial Associates, Inc.4$2100.00%+4New
Dorato Capital Management5$2600.00%+5New
SJS Investment Consulting Inc.5$2620.00%00.0%Unchanged
MV Capital Management, Inc.5$2620.00%+5New
Rocky Mountain Advisers, LLC6$3140.00%+6New
Financial Consulate, Inc6$3150.00%+6New
Aventura Private Wealth, LLC7$3670.00%00.0%Unchanged
True Wealth Design, LLC7$3670.00%+4+133.3%Added
Triumph Capital Management7$3670.00%+7New
Sound Income Strategies, LLC7$3690.00%+5+250.0%Added
McIlrath & Eck, LLC9$4720.00%−5−35.7%Reduced
Ameriflex Group, Inc.10$5240.00%+10New
Trust Co12$6290.00%+12New
Sunrise Financial Services, LLC12$6290.00%+12New
Creative Financial Designs Inc15$7860.00%+4+36.4%Added
Keating Financial Advisory Services, Inc.15$7860.00%+15New
First United Bank Trust17$8910.00%00.0%Unchanged
Walleye Capital LLC18$9430.00%−10,882−99.8%Reduced
Private Wealth Asset Management, LLC18$9430.00%00.0%Unchanged
Torren Management, LLC19$9740.00%+19New
McMillan Office, Inc.19$9950.00%+19New
Barnes Dennig Private Wealth Management LLC22$1.15K0.00%+22New
Advocate Investing Services LLC22$1.15K0.00%+22New
Bellevue Asset Management, LLC26$1.36K0.00%+3+13.0%Added
Curio Wealth, LLC26$1.39K0.00%+26New
Ronald Blue Trust, Inc.27$1.42K0.00%−1−3.6%Reduced
Turning Point Benefit Group, Inc.36$1.89K0.00%+36New
Wealth Watch Advisors, INC40$2.10K0.00%00.0%Unchanged
Rothschild Investment LLC44$2.31K0.00%−1−2.2%Reduced
Hughes Financial Services, LLC44$2.31K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC48$2.52K0.00%00.0%Unchanged
North Star Investment Management Corp.49$2.57K0.00%+1+2.1%Added
Quattro Advisors LLC50$2.62K0.00%+50New
Evermay Wealth Management LLC51$2.67K0.00%+51New
Kilter Group LLC57$2.99K0.00%+57New
Golden State Wealth Management, LLC61$3.21K0.00%00.0%Unchanged
Union Savings Bank62$3.25K0.00%+62New
Essential Partners LLC62$3.25K0.00%+39+169.6%Added
JFS Wealth Advisors, LLC62$3.25K0.00%00.0%Unchanged
Raffa Wealth Management, LLC65$3.40K0.00%+9+16.1%Added
Harbor Investment Advisory, LLC65$3.41K0.00%00.0%Unchanged
Robinswood Financial LLC66$3.46K0.00%00.0%Unchanged
Tucker Asset Management LLC69$3.62K0.00%+69New
Bell Investment Advisors, Inc71$3.72K0.00%−20−22.0%Reduced
MCF Advisors LLC71$3.72K0.00%+71New
Highline Wealth Partners LLC72$3.77K0.00%−56−43.8%Reduced
Sunbelt Securities, Inc.75$3.93K0.00%00.0%Unchanged
UMA Financial Services, Inc.76$3.98K0.00%+11+16.9%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$3.99K0.00%00.0%Unchanged
Salomon & Ludwin, LLC73$4.00K0.00%00.0%Unchanged
Darwin Advisors, LLC79$4.14K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.80$4.19K0.00%+80New
Dixon Mitchell Investment Counsel Inc.80$4.20K0.00%+80New
Flagship Wealth Advisors, LLC80$4.20K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC82$4.30K0.00%00.0%Unchanged
Fortis Group Advisors, LLC84$4.40K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.90$4.71K0.00%+90New
Cornerstone Financial Management LLC96$5.03K0.00%+96New
Bravera Wealth99$5.19K0.00%+99New
Accent Capital Management, LLC106$5.55K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC108$5.66K0.00%+108New
Spire Wealth Management110$5.76K0.00%−301−73.2%Reduced
Cornerstone Planning Group LLC115$5.91K0.00%+27+30.7%Added
Quarry LP123$6.44K0.00%+123New
Optiver Holding B.V.127$6.65K0.00%+127New
JNBA Financial Advisors129$6.76K0.00%00.0%Unchanged
CVA Family Office, LLC132$6.92K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC134$7.04K0.00%+1+0.8%Added
First Horizon Corp146$7.65K0.00%00.0%Unchanged
Richardson Financial Services Inc.150$7.86K0.00%−965−86.5%Reduced
Delta Asset Management LLC155$8.12K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.157$8.22K0.00%+157New
First Command Advisory Services, Inc.168$8.80K0.00%00.0%Unchanged
Boreal Capital Management LLC175$9.17K0.01%00.0%Unchanged
Costello Asset Management, INC176$9.22K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC190$9.96K0.00%00.0%Unchanged
City Holding Co200$10.5K0.00%+200New
Greykasell Wealth Strategies, Inc.207$10.8K0.00%+58+38.9%Added
Fortitude Family Office, LLC207$10.8K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd213$11.2K0.00%+200+1,538.5%Added
WPG Advisers, LLC226$11.8K0.01%+226New
Motco248$13.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.262$13.7K0.00%00.0%Unchanged
Gilpin Wealth Management, LLC272$14.3K0.01%+272New
Commonwealth Retirement Investments LLC274$14.4K0.00%+274New
Central Trust Co289$15.1K0.00%−8−2.7%Reduced
Johnson Financial Group, Inc.303$15.9K0.00%−2,998−90.8%Reduced
Rosenberg Matthew Hamilton305$16.0K0.00%00.0%Unchanged
Asset Dedication, LLC306$16.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC331$17.3K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd348$18.2K0.00%00.0%Unchanged
SHP Wealth Management366$19.2K0.00%+366New
Silicon Valley Capital Partners377$19.7K0.00%+377New
Community Bank, N.A.382$20.0K0.00%00.0%Unchanged
Manchester Capital Management LLC401$21.0K0.00%+133+49.6%Added
Wellington-Altus USA Inc.405$21.2K0.02%+405New