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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 410 | $21.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 439 | $23.0K | 0.00% | +420+2,210.5% | Added |
| Hara Capital LLC | 451 | $23.6K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 451 | $23.6K | 0.00% | +175+63.4% | Added |
| Zions Bancorporation, National Association | 488 | $25.6K | 0.00% | +345+241.3% | Added |
| CoreCap Advisors, LLC | 566 | $29.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 574 | $30.1K | 0.00% | −13−2.2% | Reduced |
| Truvestments Capital LLC | 587 | $30.8K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 588 | $30.8K | 0.00% | −3,235−84.6% | Reduced |
| Mountain Hill Investment Partners Corp. | 597 | $31.3K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 661 | $34.6K | 0.01% | +661 | New |
| Assetmark, Inc | 683 | $35.8K | 0.00% | −124−15.4% | Reduced |
| Roble, Belko & Company, Inc | 755 | $40.0K | 0.01% | +755 | New |
| Atlantic Trust, LLC | 784 | $41.1K | 0.01% | −827−51.3% | Reduced |
| Lummis Asset Management, LP | 797 | $41.8K | 0.03% | 00.0% | Unchanged |
| eCIO, Inc. | 802 | $42.0K | 0.02% | +802 | New |
| Cary Street Partners Financial LLC | 809 | $42.4K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 600 | $43.1K | 0.01% | +600 | New |
| Pin Oak Investment Advisors Inc | 893 | $44.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 847 | $44.4K | 0.00% | +847 | New |
| Legacy Bridge, LLC | 909 | $47.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 916 | $48.0K | 0.00% | −1,058−53.6% | Reduced |
| Harbour Investments, Inc. | 940 | $49.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $52.4K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,001 | $52.4K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 1,007 | $52.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,029 | $53.9K | 0.00% | +333+47.8% | Added |
| Bartlett & Co. Wealth Management LLC | 1,035 | $54.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,069 | $56.0K | 0.00% | +937+709.8% | Added |
| Trust Co of Vermont | 1,070 | $56.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,076 | $56.4K | 0.00% | +31+3.0% | Added |
| Cullen/Frost Bankers, Inc. | 1,096 | $57.4K | 0.00% | +250+29.6% | Added |
| TD Private Client Wealth LLC | 1,120 | $58.8K | 0.00% | +288+34.6% | Added |
| Provenance Wealth Advisors, LLC | 1,124 | $58.9K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,198 | $62.8K | 0.00% | +1,198 | New |
| Massmutual Trust Co FSB | 1,263 | $66.2K | 0.00% | +19+1.5% | Added |
| Hanson & Doremus Investment Management | 1,298 | $68.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,300 | $68.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,310 | $68.6K | 0.00% | −225−14.7% | Reduced |
| Global Retirement Partners, LLC | 1,329 | $69.6K | 0.00% | +782+143.0% | Added |
| Flagship Harbor Advisors, LLC | 1,355 | $71.0K | 0.00% | +1,355 | New |
| Parkside Financial Bank & Trust | 1,356 | $71.1K | 0.01% | +13+1.0% | Added |
| Louisbourg Investments Inc. | 1,402 | $73.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,422 | $74.6K | 0.01% | −91−6.0% | Reduced |
| Private Trust Co NA | 1,448 | $75.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,524 | $79.8K | 0.02% | +117+8.3% | Added |
| Financial Perspectives, Inc | 1,543 | $80.9K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,591 | $83.4K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,647 | $86.3K | 0.01% | −112−6.4% | Reduced |
| GAMMA Investing LLC | 1,686 | $88.3K | 0.00% | +855+102.9% | Added |
| DAGCO, Inc. | 1,765 | $92.5K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,827 | $95.7K | 0.00% | −1,403−43.4% | Reduced |
| City State Bank | 1,864 | $97.7K | 0.03% | +1,864 | New |
| GWM Advisors LLC | 1,891 | $99.1K | 0.00% | +1,052+125.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,926 | $100.9K | 0.00% | −4,287−69.0% | Reduced |
| Wolverine Asset Management LLC | 1,973 | $103.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,101 | $110.1K | 0.01% | +69+3.4% | Added |
| Birchwood Financial Partners, Inc. | 2,102 | $110.1K | 0.11% | +2,102 | New |
| Group One Trading, L.P. | 2,122 | $111.2K | 0.00% | +2,122 | New |
| GoalVest Advisory LLC | 2,180 | $114.2K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,319 | $121.5K | 0.05% | +2,319 | New |
| AdvisorNet Financial, Inc | 2,325 | $121.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,329 | $122.0K | 0.00% | −34−1.4% | Reduced |
| SRS Capital Advisors, Inc. | 2,391 | $125.3K | 0.00% | −2,606−52.2% | Reduced |
| Huntington National Bank | 2,446 | $128.1K | 0.00% | +148+6.4% | Added |
| SBI Securities Co., Ltd. | 2,482 | $130.0K | 0.00% | −963−28.0% | Reduced |
| Farmers & Merchants Investments Inc | 2,519 | $132.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,547 | $134.2K | 0.01% | +146+6.1% | Added |
| Public Employees Retirement Association of Colorado | 2,606 | $137.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,701 | $141.7K | 0.02% | −43−1.6% | Reduced |
| Pacer Advisors, Inc. | 2,939 | $154.0K | 0.00% | −112−3.7% | Reduced |
| Covestor Ltd | 3,043 | $159.0K | 0.08% | +129+4.4% | Added |
| Volterra Technologies LP | 3,125 | $163.7K | 0.17% | +3,125 | New |
| Farther Finance Advisors, LLC | 3,308 | $173.3K | 0.00% | +2,834+597.9% | Added |
| Lido Advisors, LLC | 3,744 | $205.3K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 3,987 | $208.9K | 0.02% | +47+1.2% | Added |
| Integrated Wealth Concepts LLC | 4,014 | $210.3K | 0.00% | −3,564−47.0% | Reduced |
| Scientech Research LLC | 4,120 | $215.8K | 0.14% | −4,816−53.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 4,185 | $220.1K | 0.00% | +4,185 | New |
| Dynamic Technology Lab Private Ltd | 4,230 | $222.0K | 0.05% | +4,230 | New |
| Venturi Wealth Management, LLC | 4,264 | $223.4K | 0.01% | −1,643−27.8% | Reduced |
| Crestwood Advisors Group LLC | 4,275 | $224.0K | 0.00% | +4,275 | New |
| Allie Family Office LLC | 4,302 | $225.4K | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,308 | $225.7K | 0.00% | −313−6.8% | Reduced |
| Washington Trust Advisors, Inc. | 4,360 | $228.4K | 0.02% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 4,374 | $229.4K | 0.03% | −4,900−52.8% | Reduced |
| FourThought Financial Partners, LLC | 4,385 | $229.7K | 0.02% | +4,385 | New |
| Purpose Unlimited Inc. | 4,393 | $230.1K | 0.01% | +4,393 | New |
| Wealthspire Advisors, LLC | 4,427 | $231.9K | 0.00% | +982+28.5% | Added |
| Focus Financial Network, Inc. | 4,436 | $232.4K | 0.01% | +194+4.6% | Added |
| Sanctuary Advisors, LLC | 4,443 | $233.0K | 0.00% | +707+18.9% | Added |
| Athena Wealth Management, LLC | 4,475 | $234.4K | 0.23% | +4,475 | New |
| We Are One Seven, LLC | 4,495 | $235.5K | 0.00% | −1,172−20.7% | Reduced |
| Compass Ion Advisors, LLC | 4,529 | $237.3K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,623 | $242.2K | 0.63% | +4,623 | New |
| Vestmark Advisory Solutions, Inc. | 4,666 | $244.5K | 0.00% | +4,666 | New |
| Stratos Wealth Partners, LTD. | 4,702 | $246.4K | 0.00% | +298+6.8% | Added |
| Crescent Grove Advisors, LLC | 4,800 | $251.5K | 0.02% | +200+4.3% | Added |
| Syon Capital LLC | 4,815 | $252.3K | 0.01% | +401+9.1% | Added |
| Cary Street Partner Investment Advisory LLC | 4,816 | $252.3K | 0.07% | +50+1.0% | Added |