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 |
|---|---|---|---|---|---|
| Laurus Investment Counsel Inc. | 4,827 | $252.9K | 0.21% | 00.0% | Unchanged |
| Regions Financial Corp | 4,862 | $254.7K | 0.00% | +4,862 | New |
| Argent Trust Co | 4,864 | $254.8K | 0.01% | −165−3.3% | Reduced |
| Heritage Investors Management Corp | 4,948 | $259.0K | 0.01% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,058 | $265.0K | 0.08% | −753−13.0% | Reduced |
| Worldquant Millennium Advisors LLC | 5,077 | $266.0K | 0.00% | +5,077 | New |
| Bank of Nova Scotia Trust Co | 5,107 | $267.6K | 0.02% | −743−12.7% | Reduced |
| Parsons Capital Management Inc | 5,122 | $268.3K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 5,136 | $269.1K | 0.00% | −810−13.6% | Reduced |
| Silvercrest Asset Management Group LLC | 5,147 | $269.7K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 5,153 | $270.0K | 0.04% | 00.0% | Unchanged |
| Baker Boyer National Bank | 5,200 | $272.4K | 0.08% | +5,200 | New |
| Keybank National Association | 5,214 | $273.2K | 0.00% | −88−1.7% | Reduced |
| Fisher Asset Management, LLC | 5,223 | $273.7K | 0.00% | +1,602+44.2% | Added |
| Strategic Wealth Partners, Ltd. | 5,236 | $274.3K | 0.02% | −23,500−81.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,244 | $274.7K | 0.01% | −9,954−65.5% | Reduced |
| Ritholtz Wealth Management | 5,248 | $274.9K | 0.01% | +63+1.2% | Added |
| SeaBridge Investment Advisors LLC | 5,266 | $275.9K | 0.05% | +5,266 | New |
| Gilbert & Cook, Inc. | 5,274 | $276.3K | 0.03% | +581+12.4% | Added |
| Transcend Wealth Collective, LLC | 5,286 | $276.9K | 0.02% | +340+6.9% | Added |
| Laird Norton Trust Company, LLC | 5,343 | $279.9K | 0.01% | +5,343 | New |
| NewEdge Wealth, LLC | 5,395 | $282.6K | 0.00% | +296+5.8% | Added |
| Kestra Private Wealth Services, LLC | 5,399 | $282.9K | 0.00% | −608−10.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,430 | $284.5K | 0.01% | −320−5.6% | Reduced |
| Yorktown Management & Research Co Inc | 5,637 | $295.3K | 0.24% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,651 | $296.1K | 0.01% | −16−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,730 | $296.2K | 0.00% | 00.0% | Unchanged |
| Searle & Co. | 5,662 | $297.0K | 0.08% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 5,673 | $297.2K | 0.10% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5,677 | $297.4K | 0.06% | +25+0.4% | Added |
| NBC Securities, Inc. | 5,785 | $303.1K | 0.02% | −118−2.0% | Reduced |
| Berkshire Asset Management LLC | 5,876 | $307.8K | 0.01% | +53+0.9% | Added |
| Northwest Financial Advisors | 5,894 | $308.8K | 0.64% | −151−2.5% | Reduced |
| Headlands Technologies LLC | 6,076 | $318.3K | 0.03% | +6,076 | New |
| Leonteq Securities AG | 6,156 | $322.5K | 0.02% | +5,408+723.0% | Added |
| Lester Murray Antman dba SimplyRich | 6,258 | $327.0K | 0.09% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,301 | $330.1K | 0.00% | +218+3.6% | Added |
| Snowden Capital Advisors LLC | 6,361 | $333.7K | 0.01% | +6,361 | New |
| Principal Street Partners, LLC | 6,391 | $334.8K | 0.06% | −222−3.4% | Reduced |
| Proficio Capital Partners LLC | 6,439 | $337.3K | 0.02% | −15−0.2% | Reduced |
| Heritage Wealth Advisors | 6,648 | $348.3K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6,545 | $348.9K | 0.02% | +6,545 | New |
| Jones Financial Companies LLLP | 6,774 | $354.9K | 0.00% | +789+13.2% | Added |
| Storgate, LLC | 6,917 | $362.4K | 0.30% | +6,917 | New |
| RMB Capital Management, LLC | 7,009 | $367.2K | 0.01% | −144−2.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $374.5K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,158 | $375.0K | 0.05% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 7,212 | $378.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,302 | $382.6K | 0.01% | +1,815+33.1% | Added |
| Credit Agricole S A | 7,396 | $387.5K | 0.00% | +1,656+28.9% | Added |
| K.J. Harrison & Partners Inc | 7,459 | $391.3K | 0.05% | −500−6.3% | Reduced |
| TritonPoint Partners, LLC | 7,500 | $392.9K | 0.21% | +7,500 | New |
| Cigna Investments Inc | 7,488 | $393.0K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 7,543 | $395.2K | 0.00% | −159,336−95.5% | Reduced |
| Rhodes Investment Advisors Inc | 7,648 | $400.7K | 0.32% | +7,648 | New |
| Mutual Advisors, LLC | 7,732 | $405.1K | 0.01% | −446−5.5% | Reduced |
| Vise Technologies, Inc. | 7,781 | $407.6K | 0.01% | −2,072−21.0% | Reduced |
| Gsa Capital Partners LLP | 7,815 | $409.0K | 0.04% | −8,673−52.6% | Reduced |
| Wulff, Hansen & Co. | 7,830 | $410.2K | 0.34% | 00.0% | Unchanged |
| Carson Advisory Inc. | 8,054 | $422.0K | 0.22% | +30.0% | Added |
| Signaturefd, LLC | 8,165 | $427.8K | 0.01% | +769+10.4% | Added |
| Cardinal Point Capital Management, ULC | 8,162 | $428.2K | 0.03% | −540−6.2% | Reduced |
| Victory Capital Management Inc | 8,177 | $428.4K | 0.00% | +8,177 | New |
| Gateway Investment Advisers LLC | 8,217 | $430.5K | 0.00% | +50+0.6% | Added |
| Brown Brothers Harriman & Co | 8,345 | $437.2K | 0.00% | −3,955−32.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,371 | $439.0K | 0.00% | +1,001+13.6% | Added |
| Union Bancaire Privee, UBP SA | 10,608 | $442.2K | 0.01% | +10,608 | New |
| Sterling Capital Management LLC | 8,829 | $462.6K | 0.01% | −511−5.5% | Reduced |
| Aquatic Capital Management LLC | 8,895 | $466.0K | 0.01% | +8,895 | New |
| Capital Advisors Wealth Management, LLC | 9,004 | $471.7K | 0.06% | −5,193−36.6% | Reduced |
| Hudson Bay Capital Management LP | 9,030 | $473.1K | 0.00% | +9,030 | New |
| Summit Financial, LLC | 9,057 | $474.5K | 0.01% | +161+1.8% | Added |
| United Capital Financial Advisers, LLC | 9,063 | $474.8K | 0.00% | +3,058+50.9% | Added |
| Everett Harris & Co | 9,149 | $479.3K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 9,169 | $480.4K | 0.00% | −437−4.5% | Reduced |
| HB Wealth Management, LLC | 9,209 | $482.6K | 0.00% | +682+8.0% | Added |
| Third View Private Wealth, LLC | 9,215 | $482.8K | 0.06% | +9,215 | New |
| Atria Investments LLC | 9,662 | $506.2K | 0.01% | +87+0.9% | Added |
| Jackson Hole Capital Partners, LLC | 9,690 | $507.7K | 0.09% | −176−1.8% | Reduced |
| Glenview Trust Co | 9,800 | $513.4K | 0.01% | −10,290−51.2% | Reduced |
| Citizens Financial Group Inc | 9,880 | $517.6K | 0.01% | −2,055−17.2% | Reduced |
| Leavell Investment Management, Inc. | 9,899 | $518.6K | 0.02% | +11+0.1% | Added |
| Salvus Wealth Management, LLC | 9,935 | $520.5K | 0.29% | +66+0.7% | Added |
| Cresset Asset Management, LLC | 9,956 | $522.2K | 0.00% | −719−6.7% | Reduced |
| Rossby Financial, LCC | 10,059 | $527.0K | 0.17% | +4,966+97.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,063 | $527.2K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,229 | $535.9K | 0.00% | +4,720+85.7% | Added |
| Principal Securities, Inc. | 10,288 | $539.0K | 0.01% | +1,871+22.2% | Added |
| Assenagon Asset Management S.A. | 10,276 | $539.0K | 0.00% | −979−8.7% | Reduced |
| UniSuper Management Pty Ltd | 7,500 | $539.3K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,315 | $540.3K | 0.01% | −3,487−25.3% | Reduced |
| Picton Mahoney Asset Management | 10,358 | $543.4K | 0.01% | +5,787+126.6% | Added |
| TCG Advisory Services, LLC | 10,614 | $556.1K | 0.02% | +10,614 | New |
| Yousif Capital Management, LLC | 11,094 | $560.2K | 0.01% | +84+0.8% | Added |
| Advisory Services Network, LLC | 10,839 | $567.9K | 0.01% | −1,030−8.7% | Reduced |
| Captrust Financial Advisors | 10,850 | $568.5K | 0.00% | +120+1.1% | Added |
| Herold Advisors, Inc. | 10,957 | $574.8K | 0.13% | −337−3.0% | Reduced |
| Twin Tree Management, LP | 11,267 | $590.3K | 0.06% | +11,267 | New |
| Jackson Square Capital, LLC | 11,264 | $590.9K | 0.12% | −2,675−19.2% | Reduced |
| Warren Averett Asset Management, LLC | 11,309 | $592.5K | 0.00% | +505+4.7% | Added |