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 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 5,894 | $308.8K | 0.64% | −151−2.5% | Reduced |
| Berkshire Asset Management LLC | 5,876 | $307.8K | 0.01% | +53+0.9% | Added |
| NBC Securities, Inc. | 5,785 | $303.1K | 0.02% | −118−2.0% | Reduced |
| Morse Asset Management, Inc | 5,677 | $297.4K | 0.06% | +25+0.4% | Added |
| GoodHaven Capital Management, LLC | 5,673 | $297.2K | 0.10% | 00.0% | Unchanged |
| Searle & Co. | 5,662 | $297.0K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,730 | $296.2K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,651 | $296.1K | 0.01% | −16−0.3% | Reduced |
| Yorktown Management & Research Co Inc | 5,637 | $295.3K | 0.24% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,430 | $284.5K | 0.01% | −320−5.6% | Reduced |
| Kestra Private Wealth Services, LLC | 5,399 | $282.9K | 0.00% | −608−10.1% | Reduced |
| NewEdge Wealth, LLC | 5,395 | $282.6K | 0.00% | +296+5.8% | Added |
| Laird Norton Trust Company, LLC | 5,343 | $279.9K | 0.01% | +5,343 | New |
| Transcend Wealth Collective, LLC | 5,286 | $276.9K | 0.02% | +340+6.9% | Added |
| Gilbert & Cook, Inc. | 5,274 | $276.3K | 0.03% | +581+12.4% | Added |
| SeaBridge Investment Advisors LLC | 5,266 | $275.9K | 0.05% | +5,266 | New |
| Ritholtz Wealth Management | 5,248 | $274.9K | 0.01% | +63+1.2% | Added |
| Tower Research Capital LLC (TRC) | 5,244 | $274.7K | 0.01% | −9,954−65.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,236 | $274.3K | 0.02% | −23,500−81.8% | Reduced |
| Fisher Asset Management, LLC | 5,223 | $273.7K | 0.00% | +1,602+44.2% | Added |
| Keybank National Association | 5,214 | $273.2K | 0.00% | −88−1.7% | Reduced |
| Baker Boyer National Bank | 5,200 | $272.4K | 0.08% | +5,200 | New |
| Round Rock Advisors, LLC | 5,153 | $270.0K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,147 | $269.7K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 5,136 | $269.1K | 0.00% | −810−13.6% | Reduced |
| Parsons Capital Management Inc | 5,122 | $268.3K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,107 | $267.6K | 0.02% | −743−12.7% | Reduced |
| Worldquant Millennium Advisors LLC | 5,077 | $266.0K | 0.00% | +5,077 | New |
| Moseley Investment Management Inc | 5,058 | $265.0K | 0.08% | −753−13.0% | Reduced |
| Heritage Investors Management Corp | 4,948 | $259.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 4,864 | $254.8K | 0.01% | −165−3.3% | Reduced |
| Regions Financial Corp | 4,862 | $254.7K | 0.00% | +4,862 | New |
| Laurus Investment Counsel Inc. | 4,827 | $252.9K | 0.21% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,816 | $252.3K | 0.07% | +50+1.0% | Added |
| Syon Capital LLC | 4,815 | $252.3K | 0.01% | +401+9.1% | Added |
| Crescent Grove Advisors, LLC | 4,800 | $251.5K | 0.02% | +200+4.3% | Added |
| Stratos Wealth Partners, LTD. | 4,702 | $246.4K | 0.00% | +298+6.8% | Added |
| Vestmark Advisory Solutions, Inc. | 4,666 | $244.5K | 0.00% | +4,666 | New |
| Sherbrooke Park Advisers LLC | 4,623 | $242.2K | 0.63% | +4,623 | New |
| Compass Ion Advisors, LLC | 4,529 | $237.3K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,495 | $235.5K | 0.00% | −1,172−20.7% | Reduced |
| Athena Wealth Management, LLC | 4,475 | $234.4K | 0.23% | +4,475 | New |
| Sanctuary Advisors, LLC | 4,443 | $233.0K | 0.00% | +707+18.9% | Added |
| Focus Financial Network, Inc. | 4,436 | $232.4K | 0.01% | +194+4.6% | Added |
| Wealthspire Advisors, LLC | 4,427 | $231.9K | 0.00% | +982+28.5% | Added |
| Purpose Unlimited Inc. | 4,393 | $230.1K | 0.01% | +4,393 | New |
| FourThought Financial Partners, LLC | 4,385 | $229.7K | 0.02% | +4,385 | New |
| Triasima Portfolio Management inc. | 4,374 | $229.4K | 0.03% | −4,900−52.8% | Reduced |
| Washington Trust Advisors, Inc. | 4,360 | $228.4K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,308 | $225.7K | 0.00% | −313−6.8% | Reduced |
| Allie Family Office LLC | 4,302 | $225.4K | 0.11% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,275 | $224.0K | 0.00% | +4,275 | New |
| Venturi Wealth Management, LLC | 4,264 | $223.4K | 0.01% | −1,643−27.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,230 | $222.0K | 0.05% | +4,230 | New |
| Eurizon Capital SGR S.p.A. | 4,185 | $220.1K | 0.00% | +4,185 | New |
| Scientech Research LLC | 4,120 | $215.8K | 0.14% | −4,816−53.9% | Reduced |
| Integrated Wealth Concepts LLC | 4,014 | $210.3K | 0.00% | −3,564−47.0% | Reduced |
| Denali Advisors LLC | 3,987 | $208.9K | 0.02% | +47+1.2% | Added |
| Lido Advisors, LLC | 3,744 | $205.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,308 | $173.3K | 0.00% | +2,834+597.9% | Added |
| Volterra Technologies LP | 3,125 | $163.7K | 0.17% | +3,125 | New |
| Covestor Ltd | 3,043 | $159.0K | 0.08% | +129+4.4% | Added |
| Pacer Advisors, Inc. | 2,939 | $154.0K | 0.00% | −112−3.7% | Reduced |
| Versant Capital Management, Inc | 2,701 | $141.7K | 0.02% | −43−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 2,606 | $137.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,547 | $134.2K | 0.01% | +146+6.1% | Added |
| Farmers & Merchants Investments Inc | 2,519 | $132.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,482 | $130.0K | 0.00% | −963−28.0% | Reduced |
| Huntington National Bank | 2,446 | $128.1K | 0.00% | +148+6.4% | Added |
| SRS Capital Advisors, Inc. | 2,391 | $125.3K | 0.00% | −2,606−52.2% | Reduced |
| Parallel Advisors, LLC | 2,329 | $122.0K | 0.00% | −34−1.4% | Reduced |
| AdvisorNet Financial, Inc | 2,325 | $121.8K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,319 | $121.5K | 0.05% | +2,319 | New |
| GoalVest Advisory LLC | 2,180 | $114.2K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,122 | $111.2K | 0.00% | +2,122 | New |
| Birchwood Financial Partners, Inc. | 2,102 | $110.1K | 0.11% | +2,102 | New |
| Financial Management Professionals, Inc. | 2,101 | $110.1K | 0.01% | +69+3.4% | Added |
| Wolverine Asset Management LLC | 1,973 | $103.4K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,926 | $100.9K | 0.00% | −4,287−69.0% | Reduced |
| GWM Advisors LLC | 1,891 | $99.1K | 0.00% | +1,052+125.4% | Added |
| City State Bank | 1,864 | $97.7K | 0.03% | +1,864 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,827 | $95.7K | 0.00% | −1,403−43.4% | Reduced |
| DAGCO, Inc. | 1,765 | $92.5K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,686 | $88.3K | 0.00% | +855+102.9% | Added |
| Anchor Investment Management, LLC | 1,647 | $86.3K | 0.01% | −112−6.4% | Reduced |
| Cromwell Holdings LLC | 1,591 | $83.4K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,543 | $80.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,524 | $79.8K | 0.02% | +117+8.3% | Added |
| Private Trust Co NA | 1,448 | $75.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,422 | $74.6K | 0.01% | −91−6.0% | Reduced |
| Louisbourg Investments Inc. | 1,402 | $73.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,356 | $71.1K | 0.01% | +13+1.0% | Added |
| Flagship Harbor Advisors, LLC | 1,355 | $71.0K | 0.00% | +1,355 | New |
| Global Retirement Partners, LLC | 1,329 | $69.6K | 0.00% | +782+143.0% | Added |
| Larson Financial Group LLC | 1,310 | $68.6K | 0.00% | −225−14.7% | Reduced |
| HM Payson & Co | 1,300 | $68.1K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,298 | $68.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,263 | $66.2K | 0.00% | +19+1.5% | Added |
| J.Safra Asset Management Corp | 1,198 | $62.8K | 0.00% | +1,198 | New |
| Provenance Wealth Advisors, LLC | 1,124 | $58.9K | 0.01% | 00.0% | Unchanged |