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 |
|---|---|---|---|---|---|
| Carnegie Lake Advisors LLC | 14,301 | $749.2K | 0.29% | +2,000+16.3% | Added |
| Chicago Capital, LLC | 14,284 | $748.3K | 0.02% | 00.0% | Unchanged |
| GatePass Capital, LLC | 13,900 | $728.2K | 0.38% | +13,900 | New |
| Engineers Gate Manager LP | 13,888 | $727.6K | 0.01% | +13,888 | New |
| Truist Financial Corp | 13,577 | $711.3K | 0.00% | +337+2.5% | Added |
| Prudential Financial Inc | 13,480 | $708.9K | 0.00% | −8,765−39.4% | Reduced |
| FORA Capital, LLC | 13,525 | $708.6K | 0.09% | +13,525 | New |
| North Dakota State Investment Board | 13,463 | $705.3K | 0.03% | +13,463 | New |
| Clear Trail Advisors, LLC | 13,328 | $698.3K | 0.16% | +13,328 | New |
| Culbertson A N & Co Inc | 13,295 | $696.5K | 0.10% | −168−1.2% | Reduced |
| Equity Wealth Partners, LLC | 13,283 | $695.9K | 0.45% | +811+6.5% | Added |
| St. Louis Trust Co | 12,899 | $675.8K | 0.08% | +12,899 | New |
| Check Capital Management Inc | 12,786 | $669.9K | 0.04% | +1,200+10.4% | Added |
| Evergreen Capital Management LLC | 12,676 | $664.1K | 0.01% | +7,593+149.4% | Added |
| MetLife Investment Management | 12,620 | $661.2K | 0.00% | −30.0% | Reduced |
| Umb Bank N A | 12,612 | $660.7K | 0.01% | +670+5.6% | Added |
| Needham Investment Management LLC | 12,570 | $658.5K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 12,566 | $658.3K | 0.01% | +1,818+16.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,477 | $653.7K | 0.02% | +2,256+22.1% | Added |
| Cambria Investment Management, L.P. | 12,354 | $647.2K | 0.04% | +1,456+13.4% | Added |
| Corient IA LLC | 12,260 | $642.3K | 0.60% | +12,260 | New |
| Kraematon Investment Advisors, Inc | 12,073 | $632.5K | 0.50% | +234+2.0% | Added |
| TBH Global Asset Management, LLC | 11,907 | $623.8K | 0.11% | +124+1.1% | Added |
| Private Advisor Group, LLC | 11,867 | $621.7K | 0.00% | −46−0.4% | Reduced |
| SummitTX Capital, L.P. | 11,847 | $620.7K | 0.02% | +11,847 | New |
| Taylor Hoffman Capital Management LLC | 11,822 | $619.4K | 0.19% | 00.0% | Unchanged |
| Allen Investment Management LLC | 11,759 | $616.1K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 11,638 | $609.7K | 0.00% | −10,572−47.6% | Reduced |
| Pacifica Partners Inc. | 11,353 | $606.6K | 0.27% | +29+0.3% | Added |
| CWM, LLC | 11,545 | $605.0K | 0.00% | +2,318+25.1% | Added |
| Royal London Asset Management Ltd | 11,492 | $602.1K | 0.00% | −4,303−27.2% | Reduced |
| Mercer Global Advisors Inc | 11,385 | $596.5K | 0.00% | +4,360+62.1% | Added |
| Crossmark Global Holdings, Inc. | 11,343 | $594.3K | 0.01% | −4,584−28.8% | Reduced |
| Warren Averett Asset Management, LLC | 11,309 | $592.5K | 0.00% | +505+4.7% | Added |
| Jackson Square Capital, LLC | 11,264 | $590.9K | 0.12% | −2,675−19.2% | Reduced |
| Twin Tree Management, LP | 11,267 | $590.3K | 0.06% | +11,267 | New |
| Herold Advisors, Inc. | 10,957 | $574.8K | 0.13% | −337−3.0% | Reduced |
| Captrust Financial Advisors | 10,850 | $568.5K | 0.00% | +120+1.1% | Added |
| Advisory Services Network, LLC | 10,839 | $567.9K | 0.01% | −1,030−8.7% | Reduced |
| Yousif Capital Management, LLC | 11,094 | $560.2K | 0.01% | +84+0.8% | Added |
| TCG Advisory Services, LLC | 10,614 | $556.1K | 0.02% | +10,614 | New |
| Picton Mahoney Asset Management | 10,358 | $543.4K | 0.01% | +5,787+126.6% | Added |
| Metis Global Partners, LLC | 10,315 | $540.3K | 0.01% | −3,487−25.3% | Reduced |
| UniSuper Management Pty Ltd | 7,500 | $539.3K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 10,276 | $539.0K | 0.00% | −979−8.7% | Reduced |
| Principal Securities, Inc. | 10,288 | $539.0K | 0.01% | +1,871+22.2% | Added |
| Ieq Capital, LLC | 10,229 | $535.9K | 0.00% | +4,720+85.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,063 | $527.2K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10,059 | $527.0K | 0.17% | +4,966+97.5% | Added |
| Cresset Asset Management, LLC | 9,956 | $522.2K | 0.00% | −719−6.7% | Reduced |
| Salvus Wealth Management, LLC | 9,935 | $520.5K | 0.29% | +66+0.7% | Added |
| Leavell Investment Management, Inc. | 9,899 | $518.6K | 0.02% | +11+0.1% | Added |
| Citizens Financial Group Inc | 9,880 | $517.6K | 0.01% | −2,055−17.2% | Reduced |
| Glenview Trust Co | 9,800 | $513.4K | 0.01% | −10,290−51.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,690 | $507.7K | 0.09% | −176−1.8% | Reduced |
| Atria Investments LLC | 9,662 | $506.2K | 0.01% | +87+0.9% | Added |
| Third View Private Wealth, LLC | 9,215 | $482.8K | 0.06% | +9,215 | New |
| HB Wealth Management, LLC | 9,209 | $482.6K | 0.00% | +682+8.0% | Added |
| Dimensional Fund Advisors LP | 9,169 | $480.4K | 0.00% | −437−4.5% | Reduced |
| Everett Harris & Co | 9,149 | $479.3K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,063 | $474.8K | 0.00% | +3,058+50.9% | Added |
| Summit Financial, LLC | 9,057 | $474.5K | 0.01% | +161+1.8% | Added |
| Hudson Bay Capital Management LP | 9,030 | $473.1K | 0.00% | +9,030 | New |
| Capital Advisors Wealth Management, LLC | 9,004 | $471.7K | 0.06% | −5,193−36.6% | Reduced |
| Aquatic Capital Management LLC | 8,895 | $466.0K | 0.01% | +8,895 | New |
| Sterling Capital Management LLC | 8,829 | $462.6K | 0.01% | −511−5.5% | Reduced |
| Union Bancaire Privee, UBP SA | 10,608 | $442.2K | 0.01% | +10,608 | New |
| Cambridge Investment Research Advisors, Inc. | 8,371 | $439.0K | 0.00% | +1,001+13.6% | Added |
| Brown Brothers Harriman & Co | 8,345 | $437.2K | 0.00% | −3,955−32.2% | Reduced |
| Gateway Investment Advisers LLC | 8,217 | $430.5K | 0.00% | +50+0.6% | Added |
| Victory Capital Management Inc | 8,177 | $428.4K | 0.00% | +8,177 | New |
| Cardinal Point Capital Management, ULC | 8,162 | $428.2K | 0.03% | −540−6.2% | Reduced |
| Signaturefd, LLC | 8,165 | $427.8K | 0.01% | +769+10.4% | Added |
| Carson Advisory Inc. | 8,054 | $422.0K | 0.22% | +30.0% | Added |
| Wulff, Hansen & Co. | 7,830 | $410.2K | 0.34% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,815 | $409.0K | 0.04% | −8,673−52.6% | Reduced |
| Vise Technologies, Inc. | 7,781 | $407.6K | 0.01% | −2,072−21.0% | Reduced |
| Mutual Advisors, LLC | 7,732 | $405.1K | 0.01% | −446−5.5% | Reduced |
| Rhodes Investment Advisors Inc | 7,648 | $400.7K | 0.32% | +7,648 | New |
| Nisa Investment Advisors, LLC | 7,543 | $395.2K | 0.00% | −159,336−95.5% | Reduced |
| Cigna Investments Inc | 7,488 | $393.0K | 0.06% | 00.0% | Unchanged |
| TritonPoint Partners, LLC | 7,500 | $392.9K | 0.21% | +7,500 | New |
| K.J. Harrison & Partners Inc | 7,459 | $391.3K | 0.05% | −500−6.3% | Reduced |
| Credit Agricole S A | 7,396 | $387.5K | 0.00% | +1,656+28.9% | Added |
| Bryn Mawr Trust Co | 7,302 | $382.6K | 0.01% | +1,815+33.1% | Added |
| ASR Vermogensbeheer N.V. | 7,212 | $378.3K | 0.00% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,158 | $375.0K | 0.05% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $374.5K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7,009 | $367.2K | 0.01% | −144−2.0% | Reduced |
| Storgate, LLC | 6,917 | $362.4K | 0.30% | +6,917 | New |
| Jones Financial Companies LLLP | 6,774 | $354.9K | 0.00% | +789+13.2% | Added |
| Skopos Labs, Inc. | 6,545 | $348.9K | 0.02% | +6,545 | New |
| Heritage Wealth Advisors | 6,648 | $348.3K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,439 | $337.3K | 0.02% | −15−0.2% | Reduced |
| Principal Street Partners, LLC | 6,391 | $334.8K | 0.06% | −222−3.4% | Reduced |
| Snowden Capital Advisors LLC | 6,361 | $333.7K | 0.01% | +6,361 | New |
| Kestra Advisory Services, LLC | 6,301 | $330.1K | 0.00% | +218+3.6% | Added |
| Lester Murray Antman dba SimplyRich | 6,258 | $327.0K | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,156 | $322.5K | 0.02% | +5,408+723.0% | Added |
| Headlands Technologies LLC | 6,076 | $318.3K | 0.03% | +6,076 | New |