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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 2,034,379 | $106.6M | 0.02% | +440,952+27.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $114.9M | 0.92% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,282,237 | $119.7M | 2.09% | −84,588−3.6% | Reduced |
| Legal & General Group Plc | 2,343,841 | $122.9M | 0.03% | −21,868−0.9% | Reduced |
| Canada Pension Plan Investment Board | 2,522,370 | $132.1M | 0.09% | +802,696+46.7% | Added |
| National Bank of Canada | 2,726,585 | $142.5M | 0.15% | −845,744−23.7% | Reduced |
| Bank of Nova Scotia | 3,027,043 | $158.6M | 0.24% | +746,355+32.7% | Added |
| Bank of America Corp | 3,106,751 | $162.8M | 0.01% | −66,480−2.1% | Reduced |
| Neuberger Berman Group LLC | 3,220,306 | $168.7M | 0.13% | +801,500+33.1% | Added |
| Citadel Advisors LLC | 3,274,990 | $171.6M | 0.12% | +3,153,739+2,601.0% | Added |
| Davenport & Co LLC | 3,466,570 | $182.1M | 0.99% | −60,098−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,577,744 | $187.4M | 0.49% | −326,933−8.4% | Reduced |
| State Street Corp | 3,690,018 | $193.3M | 0.01% | +60,331+1.7% | Added |
| Morgan Stanley | 3,944,483 | $206.7M | 0.01% | +379,576+10.6% | Added |
| CIBC World Markets Inc. | 4,312,939 | $226.0M | 0.40% | +1,092,851+33.9% | Added |
| Massachusetts Financial Services Co | 4,506,208 | $236.1M | 0.08% | −300,764−6.3% | Reduced |
| Manufacturers Life Insurance Company, The | 4,602,614 | $241.6M | 0.20% | −597,299−11.5% | Reduced |
| Geode Capital Management, LLC | 4,604,648 | $245.5M | 0.02% | +310,049+7.2% | Added |
| CIBC Asset Management Inc | 4,853,861 | $255.4M | 0.62% | +2,415,593+99.1% | Added |
| Norges Bank | 5,028,864 | $263.4M | 0.03% | +5,028,864 | New |
| Capital World Investors | 5,066,494 | $265.4M | 0.04% | −10,381,941−67.2% | Reduced |
| BlackRock, Inc. | 5,503,768 | $288.3M | 0.00% | +93,725+1.7% | Added |
| Principal Financial Group Inc | 7,863,457 | $412.0M | 0.21% | +533,639+7.3% | Added |
| FIL Ltd | 9,821,508 | $514.5M | 0.39% | −3,006,694−23.4% | Reduced |
| Mackenzie Financial Corp | 9,861,244 | $518.3M | 0.61% | −674,941−6.4% | Reduced |
| Bank of Montreal | 12,257,224 | $642.1M | 0.26% | +824,661+7.2% | Added |
| Capital International Investors | 13,311,859 | $697.4M | 0.11% | −2,771,015−17.2% | Reduced |
| TD Asset Management Inc | 15,769,066 | $827.1M | 0.67% | +315,036+2.0% | Added |
| FMR LLC | 16,375,325 | $857.9M | 0.04% | −1,372,792−7.7% | Reduced |
| Vanguard Group Inc | 17,723,182 | $928.4M | 0.01% | +297,790+1.7% | Added |
| Royal Bank of Canada | 20,178,358 | $1.06B | 0.19% | −4,681,330−18.8% | Reduced |
| Partners Value Investments LP | 30,789,564 | $1.61B | 15.07% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,193,021,145 | $62.5B | 77.40% | 00.0% | Unchanged |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −159,255−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −128,364−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −100,962−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −65,194−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −54,613−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −53,494−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −53,300−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −47,244−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −41,386−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −32,163−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −21,105−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,707−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −15,607−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −15,087−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −13,625−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −11,756−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,449−100.0% | Sold out |
| Bragg Financial Advisors, Inc | 0 | $0 | 0.00% | −9,737−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −9,092−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,857−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −4,935−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −4,784−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,372−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −4,293−100.0% | Sold out |
| Paradice Investment Management LLC | 0 | $0 | 0.00% | −4,160−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −3,793−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −3,735−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −3,698−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,644−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,723−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Kings Path Partners LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| St. Johns Investment Management Company, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Burgundy Asset Management Ltd. | – | – | – | – | Not filed |
| Kathleen S. Wright Associates Inc. | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Sagard Holdings Management Inc. | – | – | – | – | Not filed |
| Promus Capital, LLC | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |
| Lowe Wealth Advisors, LLC | – | – | – | – | Not filed |
| Accredited Wealth Management, LLC | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |