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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 11,343 | $594.3K | 0.01% | −4,584−28.8% | Reduced |
| Mercer Global Advisors Inc | 11,385 | $596.5K | 0.00% | +4,360+62.1% | Added |
| Royal London Asset Management Ltd | 11,492 | $602.1K | 0.00% | −4,303−27.2% | Reduced |
| CWM, LLC | 11,545 | $605.0K | 0.00% | +2,318+25.1% | Added |
| Pacifica Partners Inc. | 11,353 | $606.6K | 0.27% | +29+0.3% | Added |
| Marshall Wace, LLP | 11,638 | $609.7K | 0.00% | −10,572−47.6% | Reduced |
| Allen Investment Management LLC | 11,759 | $616.1K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 11,822 | $619.4K | 0.19% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 11,847 | $620.7K | 0.02% | +11,847 | New |
| Private Advisor Group, LLC | 11,867 | $621.7K | 0.00% | −46−0.4% | Reduced |
| TBH Global Asset Management, LLC | 11,907 | $623.8K | 0.11% | +124+1.1% | Added |
| Kraematon Investment Advisors, Inc | 12,073 | $632.5K | 0.50% | +234+2.0% | Added |
| Corient IA LLC | 12,260 | $642.3K | 0.60% | +12,260 | New |
| Cambria Investment Management, L.P. | 12,354 | $647.2K | 0.04% | +1,456+13.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,477 | $653.7K | 0.02% | +2,256+22.1% | Added |
| Fiduciary Trust Co | 12,566 | $658.3K | 0.01% | +1,818+16.9% | Added |
| Needham Investment Management LLC | 12,570 | $658.5K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 12,612 | $660.7K | 0.01% | +670+5.6% | Added |
| MetLife Investment Management | 12,620 | $661.2K | 0.00% | −30.0% | Reduced |
| Evergreen Capital Management LLC | 12,676 | $664.1K | 0.01% | +7,593+149.4% | Added |
| Check Capital Management Inc | 12,786 | $669.9K | 0.04% | +1,200+10.4% | Added |
| St. Louis Trust Co | 12,899 | $675.8K | 0.08% | +12,899 | New |
| Equity Wealth Partners, LLC | 13,283 | $695.9K | 0.45% | +811+6.5% | Added |
| Culbertson A N & Co Inc | 13,295 | $696.5K | 0.10% | −168−1.2% | Reduced |
| Clear Trail Advisors, LLC | 13,328 | $698.3K | 0.16% | +13,328 | New |
| North Dakota State Investment Board | 13,463 | $705.3K | 0.03% | +13,463 | New |
| FORA Capital, LLC | 13,525 | $708.6K | 0.09% | +13,525 | New |
| Prudential Financial Inc | 13,480 | $708.9K | 0.00% | −8,765−39.4% | Reduced |
| Truist Financial Corp | 13,577 | $711.3K | 0.00% | +337+2.5% | Added |
| Engineers Gate Manager LP | 13,888 | $727.6K | 0.01% | +13,888 | New |
| GatePass Capital, LLC | 13,900 | $728.2K | 0.38% | +13,900 | New |
| Chicago Capital, LLC | 14,284 | $748.3K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 14,301 | $749.2K | 0.29% | +2,000+16.3% | Added |
| Griffin Asset Management, Inc. | 14,548 | $762.2K | 0.08% | +14,548 | New |
| Bessemer Group Inc | 14,675 | $768.0K | 0.00% | +8,527+138.7% | Added |
| Gotham Asset Management, LLC | 14,867 | $778.9K | 0.00% | −921−5.8% | Reduced |
| Aigen Investment Management, LP | 11,049 | $779.7K | 0.18% | −5,459−33.1% | Reduced |
| EFG International AG | 15,091 | $790.6K | 0.02% | +15,091 | New |
| Atomi Financial Group, Inc. | 15,316 | $802.4K | 0.02% | −953−5.9% | Reduced |
| Generali Asset Management SPA SGR | 11,219 | $806.6K | 0.02% | +11,219 | New |
| Capital Group Private Client Services, Inc. | 15,442 | $809.0K | 0.01% | −367−2.3% | Reduced |
| Laurion Capital Management LP | 15,500 | $812.0K | 0.06% | +500+3.3% | Added |
| Gabelli Funds LLC | 15,724 | $823.8K | 0.01% | 00.0% | Unchanged |
| Midway Capital Research & Management | 15,820 | $828.8K | 0.81% | +15,820 | New |
| Geneos Wealth Management Inc. | 16,082 | $842.5K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 16,137 | $845.4K | 0.03% | +537+3.4% | Added |
| Chemistry Wealth Management LLC | 16,520 | $865.5K | 0.16% | −590−3.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 16,832 | $881.9K | 0.09% | +16,832 | New |
| Jane Street Group, LLC | 16,865 | $883.6K | 0.00% | −47,747−73.9% | Reduced |
| Foundations Investment Advisors, LLC | 17,165 | $899.3K | 0.01% | +226+1.3% | Added |
| Bridges Investment Management Inc | 17,288 | $905.7K | 0.01% | +4,300+33.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,403 | $911.4K | 0.00% | +1,060+6.5% | Added |
| Alps Advisors Inc | 17,415 | $912.4K | 0.01% | −345−1.9% | Reduced |
| Park Avenue Securities LLC | 17,513 | $919.0K | 0.01% | −1,706−8.9% | Reduced |
| Copeland Capital Management, LLC | 17,601 | $922.1K | 0.02% | −729−4.0% | Reduced |
| Quadrant Capital Group LLC | 17,661 | $925.3K | 0.03% | +65+0.4% | Added |
| Intech Investment Management LLC | 17,973 | $942.4K | 0.01% | −20,749−53.6% | Reduced |
| Waterfront Wealth Inc. | 18,478 | $946.1K | 0.18% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,153 | $952.5K | 0.00% | −14,970−45.2% | Reduced |
| Diversify Wealth Management, LLC | 18,222 | $956.7K | 0.04% | −4,835−21.0% | Reduced |
| Maryland State Retirement & Pension System | 18,585 | $973.7K | 0.02% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 18,670 | $978.1K | 0.15% | +3,717+24.9% | Added |
| Landscape Capital Management, L.L.C. | 18,827 | $986.3K | 0.07% | +18,827 | New |
| Hunting Hill Global Capital, LLC | 18,846 | $987.3K | 0.98% | −6,954−27.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,921 | $991.3K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 18,994 | $995.6K | 0.02% | +2,684+16.5% | Added |
| Apollon Wealth Management, LLC | 19,131 | $1.00M | 0.02% | +269+1.4% | Added |
| Baird Financial Group, Inc. | 19,286 | $1.01M | 0.00% | +65+0.3% | Added |
| Graham Capital Management, L.P. | 19,434 | $1.02M | 0.04% | +19,434 | New |
| HRT Financial LP | 19,936 | $1.04M | 0.00% | +14,417+261.2% | Added |
| Greenland Capital Management LP | 20,000 | $1.05M | 0.15% | −15,487−43.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,039 | $1.05M | 0.00% | +14,724+277.0% | Added |
| Canal Capital Management, LLC | 20,471 | $1.07M | 0.15% | −72,645−78.0% | Reduced |
| Westerkirk Capital Inc. | 20,500 | $1.07M | 0.10% | −1,100−5.1% | Reduced |
| Voya Investment Management LLC | 20,505 | $1.07M | 0.00% | +1,824+9.8% | Added |
| Henshaw Capital LLC | 20,600 | $1.08M | 0.04% | 00.0% | Unchanged |
| US Bancorp | 20,610 | $1.08M | 0.00% | +710+3.6% | Added |
| Blue Fin Capital, Inc. | 21,067 | $1.10M | 0.17% | −1,927−8.4% | Reduced |
| Castle Rock Wealth Management, LLC | 23,713 | $1.12M | 0.24% | +1,680+7.6% | Added |
| MML Investors Services, LLC | 22,071 | $1.16M | 0.00% | +2,068+10.3% | Added |
| Natixis | 22,139 | $1.16M | 0.00% | −21,148−48.9% | Reduced |
| Ensign Peak Advisors, Inc | 22,369 | $1.17M | 0.00% | 00.0% | Unchanged |
| Meketa Investment Group Inc | 22,505 | $1.18M | 3.98% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 22,692 | $1.19M | 0.02% | +5,574+32.6% | Added |
| Lincoln Capital LLC | 22,807 | $1.19M | 0.22% | −212−0.9% | Reduced |
| Capital Fund Management S.A. | 23,302 | $1.22M | 0.01% | +6,002+34.7% | Added |
| Ancora Advisors, LLC | 23,302 | $1.22M | 0.03% | +256+1.1% | Added |
| BNP Paribas Arbitrage, SA | 23,323 | $1.22M | 0.00% | −25,546−52.3% | Reduced |
| Amalgamated Bank | 23,414 | $1.23M | 0.01% | −12,510−34.8% | Reduced |
| California State Teachers Retirement System | 23,800 | $1.25M | 0.00% | −432−1.8% | Reduced |
| Kentucky Retirement Systems | 24,007 | $1.26M | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 24,989 | $1.31M | 0.00% | −2,273−8.3% | Reduced |
| NBT Bank N A | 25,177 | $1.32M | 0.09% | −625−2.4% | Reduced |
| Moneta Group Investment Advisors LLC | 25,577 | $1.34M | 0.01% | +71+0.3% | Added |
| Capstone Investment Advisors, LLC | 25,631 | $1.34M | 0.01% | −1,006−3.8% | Reduced |
| Pathstone Holdings, LLC | 25,656 | $1.34M | 0.01% | −160−0.6% | Reduced |
| Timber Creek Capital Management LLC | 25,990 | $1.36M | 0.32% | −528−2.0% | Reduced |
| Atlantic Union Bankshares Corp | 26,193 | $1.37M | 0.03% | −3,948−13.1% | Reduced |
| Herbst Group, LLC | 27,225 | $1.43M | 0.84% | +27,225 | New |
| Charles Schwab Investment Management Inc | 27,600 | $1.45M | 0.00% | +1,356+5.2% | Added |