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 |
|---|---|---|---|---|---|
| Van Den Berg Management I, Inc | 28,131 | $1.47M | 0.34% | +52+0.2% | Added |
| Radnor Capital Management, LLC | 28,239 | $1.48M | 0.22% | +19,874+237.6% | Added |
| M&T Bank Corp | 28,914 | $1.51M | 0.00% | +3,682+14.6% | Added |
| XTX Topco Ltd | 29,823 | $1.56M | 0.04% | +22,355+299.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,276 | $1.61M | 0.00% | −5,446−15.7% | Reduced |
| Qube Research & Technologies Ltd | 30,925 | $1.62M | 0.00% | −20,800−40.2% | Reduced |
| Xponance, Inc. | 32,620 | $1.71M | 0.01% | +1,075+3.4% | Added |
| Ervin Investment Management, LLC | 33,037 | $1.73M | 0.97% | −524−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 33,658 | $1.76M | 0.00% | +3,070+10.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 33,679 | $1.76M | 0.29% | −2,153−6.0% | Reduced |
| JustInvest LLC | 34,279 | $1.80M | 0.02% | −411−1.2% | Reduced |
| Sprott Inc. | 34,312 | $1.80M | 0.06% | +4,595+15.5% | Added |
| Machina Capital S.A.S. | 34,485 | $1.81M | 0.34% | +2,137+6.6% | Added |
| Avanza Fonder AB | 25,249 | $1.82M | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 35,021 | $1.83M | 0.24% | +2,785+8.6% | Added |
| Spears Abacus Advisors LLC | 35,591 | $1.86M | 0.03% | −246−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 35,594 | $1.86M | 0.00% | −22,552−38.8% | Reduced |
| Tandem Capital Management Corp | 37,064 | $1.94M | 0.88% | −780−2.1% | Reduced |
| Voloridge Investment Management, LLC | 38,469 | $2.02M | 0.01% | +38,469 | New |
| Rezny Wealth Management, Inc. | 38,654 | $2.03M | 0.41% | +38,654 | New |
| Point72 Asset Management, L.P. | 39,039 | $2.04M | 0.00% | +39,039 | New |
| Fiduciary Alliance LLC | 39,286 | $2.06M | 0.13% | −49,792−55.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 40,278 | $2.11M | 0.49% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 40,300 | $2.11M | 0.07% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,352 | $2.12M | 0.00% | +29,352 | New |
| Guardian Capital LP | 40,701 | $2.13M | 0.06% | +5,100+14.3% | Added |
| Moerus Capital Management LLC | 41,318 | $2.16M | 0.93% | −48−0.1% | Reduced |
| Mariner, LLC | 41,746 | $2.19M | 0.00% | −9,326−18.3% | Reduced |
| Adalta Capital Management LLC | 42,178 | $2.21M | 0.99% | −475−1.1% | Reduced |
| Strategic Advisors LLC | 42,240 | $2.21M | 0.35% | +42,240 | New |
| Live Oak Private Wealth LLC | 43,394 | $2.27M | 0.31% | −254−0.6% | Reduced |
| Clearstead Advisors, LLC | 43,847 | $2.30M | 0.03% | +260+0.6% | Added |
| Lipe & Dalton | 44,591 | $2.34M | 1.15% | −1,414−3.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 46,079 | $2.41M | 0.05% | −2,095−4.3% | Reduced |
| Investment Management Corp of Ontario | 46,133 | $2.42M | 0.03% | +32,062+227.9% | Added |
| BNP Paribas | 47,632 | $2.50M | 0.07% | 00.0% | Unchanged |
| Cerity Partners LLC | 49,387 | $2.59M | 0.00% | +10,678+27.6% | Added |
| Gold Investment Management Ltd. | 50,156 | $2.63M | 0.84% | +1,803+3.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 50,110 | $2.63M | 0.02% | +50,110 | New |
| Cetera Investment Advisers | 51,237 | $2.69M | 0.00% | −4,715−8.4% | Reduced |
| Kirr Marbach & Co LLC | 51,496 | $2.70M | 0.52% | +15,855+44.5% | Added |
| The PNC Financial Services Group, Inc. | 52,815 | $2.77M | 0.00% | −1,216−2.3% | Reduced |
| Davidson Kahn Capital Management, LLC | 54,262 | $2.84M | 1.48% | +699+1.3% | Added |
| Tacita Capital Inc | 55,331 | $2.90M | 1.68% | +3,323+6.4% | Added |
| American Century Companies Inc | 55,471 | $2.91M | 0.00% | −44,981−44.8% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 55,534 | $2.91M | 1.27% | +3,335+6.4% | Added |
| Lawson Kroeker Investment Management Inc | 55,556 | $2.91M | 0.87% | −4,314−7.2% | Reduced |
| Chicago Partners Investment Group LLC | 56,953 | $2.92M | 0.07% | −5,093−8.2% | Reduced |
| Public Sector Pension Investment Board | 57,408 | $3.01M | 0.01% | +17,392+43.5% | Added |
| AQR Capital Management LLC | 58,249 | $3.05M | 0.00% | +49,447+561.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 58,726 | $3.08M | 0.03% | −3,515−5.6% | Reduced |
| Harvest Portfolios Group Inc. | 59,880 | $3.14M | 0.05% | +59,880 | New |
| SIG North Trading, ULC | 60,071 | $3.15M | 0.55% | +52,848+731.7% | Added |
| Entropy Technologies, LP | 61,124 | $3.20M | 0.17% | +15,744+34.7% | Added |
| USS Investment Management Ltd | 61,561 | $3.22M | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 61,635 | $3.23M | 0.05% | −19,436−24.0% | Reduced |
| Rathbone Brothers plc | 61,707 | $3.24M | 0.01% | −3,359−5.2% | Reduced |
| Asset Management One Co.,Ltd. | 61,925 | $3.30M | 0.01% | +274+0.4% | Added |
| Utah Retirement Systems | 63,103 | $3.31M | 0.03% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 63,975 | $3.35M | 0.34% | −8,454−11.7% | Reduced |
| Lee Danner & Bass Inc | 64,883 | $3.40M | 0.24% | −3,500−5.1% | Reduced |
| Private Management Group Inc | 64,909 | $3.40M | 0.10% | −73−0.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 65,100 | $3.42M | 0.02% | −9,400−12.6% | Reduced |
| DekaBank Deutsche Girozentrale | 79,236 | $3.43M | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 66,542 | $3.49M | 0.00% | −5,718−7.9% | Reduced |
| SOL Capital Management CO | 69,741 | $3.65M | 0.33% | +846+1.2% | Added |
| Teacher Retirement System of Texas | 70,000 | $3.67M | 0.01% | −350,000−83.3% | Reduced |
| 2Xideas AG | 71,367 | $3.74M | 1.05% | −112,112−61.1% | Reduced |
| Swiss Life Asset Management Ltd | 72,947 | $3.82M | 0.02% | +13,720+23.2% | Added |
| Janus Henderson Group PLC | 73,148 | $3.84M | 0.00% | −7,371−9.2% | Reduced |
| BCV Asset Management Inc. | 54,269 | $3.86M | 0.10% | +54,269 | New |
| Mizuho Markets Americas LLC | 75,000 | $3.93M | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 77,070 | $4.04M | 0.00% | +9,869+14.7% | Added |
| New South Capital Management Inc | 78,065 | $4.09M | 0.19% | −3,419−4.2% | Reduced |
| JCIC Asset Management Inc. | 79,245 | $4.15M | 1.27% | −1,157−1.4% | Reduced |
| Brown Advisory Inc | 79,860 | $4.18M | 0.01% | +1,635+2.1% | Added |
| Schwartz Investment Counsel Inc | 80,154 | $4.20M | 0.15% | +10,437+15.0% | Added |
| Steward Partners Investment Advisory, LLC | 82,661 | $4.33M | 0.02% | −1,127−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 87,377 | $4.58M | 0.13% | −724−0.8% | Reduced |
| Azimuth Capital Investment Management LLC | 92,942 | $4.87M | 0.17% | +809+0.9% | Added |
| West Bancorporation Inc | 93,091 | $4.88M | 2.56% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 94,128 | $4.93M | 0.09% | −2,899−3.0% | Reduced |
| Clearbridge Investments, LLC | 95,352 | $5.00M | 0.00% | +82,344+633.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 96,068 | $5.04M | 0.02% | +828+0.9% | Added |
| Forsta Ap-Fonden | 96,800 | $5.08M | 0.03% | +3,500+3.8% | Added |
| Colonial Trust Advisors | 97,661 | $5.12M | 0.39% | +3,540+3.8% | Added |
| Capula Management Ltd | 90,852 | $5.16M | 0.03% | −36,016−28.4% | Reduced |
| Cumberland Partners Ltd | 98,515 | $5.17M | 0.32% | −27,500−21.8% | Reduced |
| Texas Yale Capital Corp. | 98,860 | $5.18M | 0.16% | +788+0.8% | Added |
| NewGen Asset Management Ltd | 100,000 | $5.24M | 3.35% | +25,000+33.3% | Added |
| Woodbridge Co Ltd | 103,216 | $5.41M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 103,903 | $5.45M | 0.01% | −26,710−20.4% | Reduced |
| Smith, Salley & Associates | 112,689 | $5.90M | 0.29% | −1,759−1.5% | Reduced |
| Russell Investments Group, Ltd. | 116,245 | $6.10M | 0.01% | −30,295−20.7% | Reduced |
| Skba Capital Management LLC | 118,600 | $6.21M | 0.88% | +16,500+16.2% | Added |
| Marks Group Wealth Management, Inc | 119,311 | $6.25M | 0.60% | −27,571−18.8% | Reduced |
| SG Americas Securities, LLC | 119,494 | $6.26M | 0.01% | +71,129+147.1% | Added |
| SEI Investments Co | 119,675 | $6.27M | 0.01% | +36,876+44.5% | Added |
| First Trust Advisors LP | 122,673 | $6.43M | 0.00% | −131,502−51.7% | Reduced |
| Franklin Resources Inc | 126,906 | $6.65M | 0.00% | +7,039+5.9% | Added |