Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 633 institutions
Q1 2021: 600 institutionsQ2 2021: 630 institutionsQ3 2021: 662 institutionsQ4 2021: 734 institutionsQ1 2022: 730 institutionsQ2 2022: 714 institutionsQ3 2022: 685 institutionsQ4 2022: 456 institutionsQ1 2023: 465 institutionsQ2 2023: 456 institutionsQ3 2023: 451 institutionsQ4 2023: 479 institutionsQ1 2024: 488 institutionsQ2 2024: 529 institutionsQ3 2024: 551 institutionsQ4 2024: 571 institutionsQ1 2025: 590 institutionsQ2 2025: 606 institutionsQ3 2025: 589 institutionsQ4 2025: 633 institutionsQ1 2026: 633 institutionsQ2 2026: 629 institutions
Value heldQ4 2025: $78.1B
Q1 2021: $43.9BQ2 2021: $50.4BQ3 2021: $54.2BQ4 2021: $60.9BQ1 2022: $56.7BQ2 2022: $44.7BQ3 2022: $41.6BQ4 2022: $7.09BQ1 2023: $8.43BQ2 2023: $8.60BQ3 2023: $8.78BQ4 2023: $10.8BQ1 2024: $11.6BQ2 2024: $11.3BQ3 2024: $14.0BQ4 2024: $16.1BQ1 2025: $72.1BQ2 2025: $82.7BQ3 2025: $85.2BQ4 2025: $78.1BQ1 2026: $65.9BQ2 2026: $67.0B
Institutions holding BAM and their total value by quarter
QuarterHoldersValue
Q2 2026629$67.0B
Q1 2026633$65.9B
Q4 2025633$78.1B
Q3 2025589$85.2B
Q2 2025606$82.7B
Q1 2025590$72.1B
Q4 2024571$16.1B
Q3 2024551$14.0B
Q2 2024529$11.3B
Q1 2024488$11.6B
Q4 2023479$10.8B
Q3 2023451$8.78B
Q2 2023456$8.60B
Q1 2023465$8.43B
Q4 2022456$7.09B
Q3 2022685$41.6B
Q2 2022714$44.7B
Q1 2022730$56.7B
Q4 2021734$60.9B
Q3 2021662$54.2B
Q2 2021630$50.4B
Q1 2021600$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.

Institutions holding BAM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TD Private Client Wealth LLC1,120$58.8K0.00%+288+34.6%Added
Cullen/Frost Bankers, Inc.1,096$57.4K0.00%+250+29.6%Added
Quent Capital, LLC1,076$56.4K0.00%+31+3.0%Added
Trust Co of Vermont1,070$56.1K0.00%00.0%Unchanged
Fifth Third Bancorp1,069$56.0K0.00%+937+709.8%Added
Bartlett & Co. Wealth Management LLC1,035$54.2K0.00%00.0%Unchanged
Allworth Financial LP1,029$53.9K0.00%+333+47.8%Added
BFSG, LLC1,007$52.8K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1,001$52.4K0.02%00.0%Unchanged
Princeton Global Asset Management LLC1,000$52.4K0.01%00.0%Unchanged
Harbour Investments, Inc.940$49.2K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC916$48.0K0.00%−1,058−53.6%Reduced
Legacy Bridge, LLC909$47.6K0.02%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.847$44.4K0.00%+847New
Pin Oak Investment Advisors Inc893$44.0K0.03%00.0%Unchanged
LOM Asset Management Ltd600$43.1K0.01%+600New
Cary Street Partners Financial LLC809$42.4K0.00%00.0%Unchanged
eCIO, Inc.802$42.0K0.02%+802New
Lummis Asset Management, LP797$41.8K0.03%00.0%Unchanged
Atlantic Trust, LLC784$41.1K0.01%−827−51.3%Reduced
Roble, Belko & Company, Inc755$40.0K0.01%+755New
Assetmark, Inc683$35.8K0.00%−124−15.4%Reduced
Basecamp Wealth Advisors LLC661$34.6K0.01%+661New
Mountain Hill Investment Partners Corp.597$31.3K0.02%00.0%Unchanged
SageView Advisory Group, LLC588$30.8K0.00%−3,235−84.6%Reduced
Truvestments Capital LLC587$30.8K0.01%00.0%Unchanged
IFP Advisors, Inc574$30.1K0.00%−13−2.2%Reduced
CoreCap Advisors, LLC566$29.7K0.00%00.0%Unchanged
Zions Bancorporation, National Association488$25.6K0.00%+345+241.3%Added
Hara Capital LLC451$23.6K0.01%00.0%Unchanged
Root Financial Partners, LLC451$23.6K0.00%+175+63.4%Added
Transamerica Financial Advisors, Inc.439$23.0K0.00%+420+2,210.5%Added
Armstrong Advisory Group, Inc410$21.5K0.00%00.0%Unchanged
Wellington-Altus USA Inc.405$21.2K0.02%+405New
Manchester Capital Management LLC401$21.0K0.00%+133+49.6%Added
Community Bank, N.A.382$20.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners377$19.7K0.00%+377New
SHP Wealth Management366$19.2K0.00%+366New
Stonehage Fleming Financial Services Holdings Ltd348$18.2K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC331$17.3K0.00%00.0%Unchanged
Asset Dedication, LLC306$16.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton305$16.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.303$15.9K0.00%−2,998−90.8%Reduced
Central Trust Co289$15.1K0.00%−8−2.7%Reduced
Commonwealth Retirement Investments LLC274$14.4K0.00%+274New
Gilpin Wealth Management, LLC272$14.3K0.01%+272New
Pinnacle Bancorp, Inc.262$13.7K0.00%00.0%Unchanged
Motco248$13.0K0.00%00.0%Unchanged
WPG Advisers, LLC226$11.8K0.01%+226New
Caitong International Asset Management Co., Ltd213$11.2K0.00%+200+1,538.5%Added
Fortitude Family Office, LLC207$10.8K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.207$10.8K0.00%+58+38.9%Added
City Holding Co200$10.5K0.00%+200New
Legacy Wealth Managment, LLC190$9.96K0.00%00.0%Unchanged
Costello Asset Management, INC176$9.22K0.00%00.0%Unchanged
Boreal Capital Management LLC175$9.17K0.01%00.0%Unchanged
First Command Advisory Services, Inc.168$8.80K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.157$8.22K0.00%+157New
Delta Asset Management LLC155$8.12K0.00%00.0%Unchanged
Richardson Financial Services Inc.150$7.86K0.00%−965−86.5%Reduced
First Horizon Corp146$7.65K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC134$7.04K0.00%+1+0.8%Added
CVA Family Office, LLC132$6.92K0.00%00.0%Unchanged
JNBA Financial Advisors129$6.76K0.00%00.0%Unchanged
Optiver Holding B.V.127$6.65K0.00%+127New
Quarry LP123$6.44K0.00%+123New
Cornerstone Planning Group LLC115$5.91K0.00%+27+30.7%Added
Spire Wealth Management110$5.76K0.00%−301−73.2%Reduced
Exchange Traded Concepts, LLC108$5.66K0.00%+108New
Accent Capital Management, LLC106$5.55K0.00%00.0%Unchanged
Bravera Wealth99$5.19K0.00%+99New
Cornerstone Financial Management LLC96$5.03K0.00%+96New
Newbridge Financial Services Group, Inc.90$4.71K0.00%+90New
Fortis Group Advisors, LLC84$4.40K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC82$4.30K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC80$4.20K0.00%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.80$4.20K0.00%+80New
Thurston, Springer, Miller, Herd & Titak, Inc.80$4.19K0.00%+80New
Darwin Advisors, LLC79$4.14K0.00%00.0%Unchanged
Salomon & Ludwin, LLC73$4.00K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$3.99K0.00%00.0%Unchanged
UMA Financial Services, Inc.76$3.98K0.00%+11+16.9%Added
Sunbelt Securities, Inc.75$3.93K0.00%00.0%Unchanged
Highline Wealth Partners LLC72$3.77K0.00%−56−43.8%Reduced
Bell Investment Advisors, Inc71$3.72K0.00%−20−22.0%Reduced
MCF Advisors LLC71$3.72K0.00%+71New
Tucker Asset Management LLC69$3.62K0.00%+69New
Robinswood Financial LLC66$3.46K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC65$3.41K0.00%00.0%Unchanged
Raffa Wealth Management, LLC65$3.40K0.00%+9+16.1%Added
JFS Wealth Advisors, LLC62$3.25K0.00%00.0%Unchanged
Essential Partners LLC62$3.25K0.00%+39+169.6%Added
Union Savings Bank62$3.25K0.00%+62New
Golden State Wealth Management, LLC61$3.21K0.00%00.0%Unchanged
Kilter Group LLC57$2.99K0.00%+57New
Evermay Wealth Management LLC51$2.67K0.00%+51New
Quattro Advisors LLC50$2.62K0.00%+50New
North Star Investment Management Corp.49$2.57K0.00%+1+2.1%Added
VSM Wealth Advisory, LLC48$2.52K0.00%00.0%Unchanged
Rothschild Investment LLC44$2.31K0.00%−1−2.2%Reduced