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, Q1 2026
Institutional positions in Brookfield Asset Management Ltd. as of Mar 31, 2026. 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
- +8 vs. Q4 2025
- Shares held
- 1.48B
- +14.9M (+1.0%) vs. Q4 2025
- Total value
- $65.9B
- −$11.0B (−14.3%) vs. Q4 2025
- New holders
- 79
- 232 more added
- Sold out
- 71
- 199 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 1,193,021,145 | $53.0B | 71.44% | 00.0% | Unchanged |
| Partners Value Investments LP | 29,588,407 | $1.32B | 14.07% | −1,201,157−3.9% | Reduced |
| Royal Bank of Canada | 19,709,657 | $876.1M | 0.17% | −468,701−2.3% | Reduced |
| TD Asset Management Inc | 13,404,643 | $594.1M | 0.48% | −2,364,423−15.0% | Reduced |
| Principal Financial Group Inc | 12,735,547 | $566.1M | 0.30% | +4,872,090+62.0% | Added |
| Vanguard Capital Management LLC | 11,566,760 | $514.3M | 0.01% | +11,566,760 | New |
| Bank of Montreal | 10,513,011 | $467.5M | 0.20% | −1,744,213−14.2% | Reduced |
| Capital World Investors | 10,516,128 | $467.4M | 0.06% | +5,449,634+107.6% | Added |
| Mackenzie Financial Corp | 9,765,188 | $434.1M | 0.52% | −96,056−1.0% | Reduced |
| FMR LLC | 9,149,184 | $406.7M | 0.02% | −7,226,141−44.1% | Reduced |
| Capital International Investors | 7,622,684 | $338.8M | 0.08% | −5,689,175−42.7% | Reduced |
| Morgan Stanley | 5,761,362 | $256.1M | 0.02% | +1,816,879+46.1% | Added |
| FIL Ltd | 5,675,160 | $252.3M | 0.20% | −4,146,348−42.2% | Reduced |
| BlackRock, Inc. | 5,516,645 | $245.2M | 0.00% | +12,877+0.2% | Added |
| Manufacturers Life Insurance Company, The | 5,319,506 | $236.3M | 0.20% | +716,892+15.6% | Added |
| CIBC Asset Management Inc | 5,283,210 | $235.4M | 0.58% | +429,349+8.8% | Added |
| Beutel, Goodman & Co Ltd. | 5,189,113 | $230.0M | 1.56% | +3,252,202+167.9% | Added |
| Geode Capital Management, LLC | 4,887,253 | $224.1M | 0.01% | +282,605+6.1% | Added |
| TD Waterhouse Canada Inc. | 4,708,162 | $206.1M | 0.61% | +3,238,527+220.4% | Added |
| Massachusetts Financial Services Co | 3,886,049 | $197.8M | 0.07% | −620,159−13.8% | Reduced |
| State Street Corp | 3,817,398 | $169.7M | 0.01% | +127,380+3.5% | Added |
| Neuberger Berman Group LLC | 3,774,413 | $167.7M | 0.13% | +554,107+17.2% | Added |
| CIBC World Markets Inc. | 3,686,583 | $163.9M | 0.29% | −626,356−14.5% | Reduced |
| Bank of America Corp | 3,448,351 | $153.3M | 0.01% | +341,600+11.0% | Added |
| Vanguard Fiduciary Trust Co | 3,426,472 | $152.3M | 0.04% | +3,426,472 | New |
| Davenport & Co LLC | 3,407,614 | $151.5M | 0.84% | −58,956−1.7% | Reduced |
| Goldman Sachs Group Inc | 3,233,799 | $143.7M | 0.02% | +1,199,420+59.0% | Added |
| Cooke & Bieler LP | 3,085,428 | $137.1M | 1.55% | +1,083,525+54.1% | Added |
| Bank of Nova Scotia | 3,001,762 | $133.4M | 0.23% | −25,281−0.8% | Reduced |
| Vanguard Global Advisers, LLC | 2,684,208 | $119.3M | 0.06% | +2,684,208 | New |
| National Bank of Canada | 2,480,259 | $109.6M | 0.11% | −246,326−9.0% | Reduced |
| Legal & General Group Plc | 2,221,139 | $98.5M | 0.02% | −122,702−5.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,193,953 | $97.5M | 0.82% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,171,892 | $96.6M | 0.06% | −350,478−13.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,109,243 | $93.5M | 1.71% | −172,994−7.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,958,552 | $87.1M | 0.07% | +568,862+40.9% | Added |
| Scotia Capital Inc. | 1,930,397 | $85.2M | 0.35% | +667,518+52.9% | Added |
| Jane Street Group, LLC | 1,878,781 | $83.5M | 0.09% | +1,861,916+11,040.1% | Added |
| Toronto Dominion Bank | 1,717,088 | $76.3M | 0.15% | −12,563−0.7% | Reduced |
| Madison Asset Management, LLC | 1,675,100 | $74.5M | 0.92% | −126,374−7.0% | Reduced |
| Intact Investment Management Inc. | 1,661,168 | $73.8M | 2.10% | +878,610+112.3% | Added |
| Invesco Ltd. | 1,605,859 | $71.4M | 0.01% | −76,949−4.6% | Reduced |
| JPMorgan Chase & Co | 1,552,064 | $67.0M | 0.00% | +72,026+4.9% | Added |
| First Manhattan Co | 1,107,045 | $49.1M | 0.14% | −4,877−0.4% | Reduced |
| Renaissance Technologies LLC | 1,103,325 | $49.0M | 0.08% | +815,800+283.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,058,073 | $47.1M | 0.11% | −2,519,671−70.4% | Reduced |
| Northern Trust Corp | 1,053,775 | $46.8M | 0.01% | +13,337+1.3% | Added |
| Nuveen, LLC | 1,042,511 | $46.3M | 0.01% | −6,819−0.6% | Reduced |
| Bank of New York Mellon Corp | 1,007,645 | $44.8M | 0.01% | −35,164−3.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 942,000 | $41.9M | 0.07% | +142,000+17.8% | Added |
| British Columbia Investment Management Corp | 923,700 | $41.1M | 0.24% | −939,022−50.4% | Reduced |
| Fenimore Asset Management Inc | 917,899 | $40.8M | 0.91% | −19,988−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 925,344 | $40.8M | 0.15% | +152,821+19.8% | Added |
| CI Private Wealth, LLC | 901,305 | $40.3M | 0.06% | −486,070−35.0% | Reduced |
| Natixis Advisors, L.P. | 839,341 | $37.3M | 0.05% | −198,229−19.1% | Reduced |
| HRT Financial LP | 830,455 | $36.9M | 0.09% | +810,519+4,065.6% | Added |
| 1832 Asset Management L.P. | 807,922 | $35.9M | 0.05% | +25,686+3.3% | Added |
| Jones Financial Companies LLLP | 823,068 | $35.5M | 0.02% | +816,294+12,050.4% | Added |
| Deutsche Bank AG | 791,866 | $35.2M | 0.01% | −95,066−10.7% | Reduced |
| Vanguard Asset Management, Ltd | 774,337 | $34.4M | 0.03% | +774,337 | New |
| Amundi | 704,295 | $31.3M | 0.01% | +231,401+48.9% | Added |
| Caisse de Depot Et Placement du Quebec | 692,000 | $30.7M | 0.05% | +692,000 | New |
| UBS Group AG | 654,494 | $29.1M | 0.01% | +86,714+15.3% | Added |
| Wells Fargo & Company | 645,817 | $28.7M | 0.01% | +143,700+28.6% | Added |
| Broad Run Investment Management, LLC | 603,637 | $26.8M | 4.73% | +200,281+49.7% | Added |
| Sather Financial Group Inc | 571,709 | $25.4M | 1.56% | +88,969+18.4% | Added |
| Quadrature Capital Ltd | 566,600 | $25.1M | 0.30% | +268,600+90.1% | Added |
| MUFG Securities (Canada), Ltd. | 558,805 | $24.8M | 0.71% | −14,748−2.6% | Reduced |
| AQR Capital Management LLC | 556,572 | $24.7M | 0.01% | +498,323+855.5% | Added |
| GFI Investment Counsel Ltd. | 554,753 | $24.6M | 3.36% | −33,637−5.7% | Reduced |
| Barclays PLC | 511,409 | $22.7M | 0.01% | +367,620+255.7% | Added |
| Schroder Investment Management Group | 468,188 | $20.8M | 0.02% | +25,860+5.8% | Added |
| Vanguard Portfolio Management LLC | 462,385 | $20.6M | 0.00% | +462,385 | New |
| New York State Common Retirement Fund | 452,300 | $20.1M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 451,056 | $20.0M | 0.01% | +79,292+21.3% | Added |
| Nicola Wealth Management Ltd. | 433,758 | $19.3M | 2.31% | +182,000+72.3% | Added |
| Portland Investment Counsel Inc. | 422,387 | $18.7M | 6.01% | +1,187+0.3% | Added |
| Ci Investments Inc. | 410,270 | $18.2M | 0.09% | −3,188−0.8% | Reduced |
| Bamco Inc | 398,072 | $17.7M | 0.05% | −586,799−59.6% | Reduced |
| Citadel Advisors LLC | 384,389 | $17.1M | 0.01% | −2,890,601−88.3% | Reduced |
| Great West Life Assurance Co | 381,520 | $16.9M | 0.03% | +40,567+11.9% | Added |
| Van Eck Associates Corp | 376,634 | $16.7M | 0.01% | +181,105+92.6% | Added |
| Fiera Capital Corp | 371,444 | $16.5M | 0.06% | +41,240+12.5% | Added |
| Guardian Capital LP | 358,646 | $15.9M | 0.42% | +317,945+781.2% | Added |
| Aviva PLC | 351,212 | $15.6M | 0.03% | +9,603+2.8% | Added |
| Addenda Capital Inc. | 251,127 | $15.5M | 0.44% | −27,900−10.0% | Reduced |
| Montrusco Bolton Investments Inc. | 345,381 | $15.3M | 0.23% | +23,484+7.3% | Added |
| Guardian Partners Inc. | 341,610 | $15.2M | 1.27% | +1,295+0.4% | Added |
| McDonald Capital Investors Inc | 339,035 | $15.1M | 1.03% | −3,749−1.1% | Reduced |
| SG Americas Securities, LLC | 329,364 | $14.6M | 0.02% | +209,870+175.6% | Added |
| Marathon Asset Mgmt Ltd | 324,752 | $14.4M | 0.55% | −1,269−0.4% | Reduced |
| Susquehanna International Group, LLP | 322,554 | $14.3M | 0.02% | +322,554 | New |
| Rhumbline Advisers | 314,198 | $14.0M | 0.01% | +1,330+0.4% | Added |
| Partners Group Holding AG | 308,100 | $13.7M | 1.01% | +76,149+32.8% | Added |
| Capital International Inc | 296,120 | $13.2M | 0.10% | −19,389−6.1% | Reduced |
| Korea Investment CORP | 294,383 | $13.0M | 0.03% | +7,997+2.8% | Added |
| Sequoia Financial Advisors, LLC | 291,685 | $13.0M | 0.07% | +2,255+0.8% | Added |
| America First Investment Advisors, LLC | 284,947 | $12.7M | 2.36% | −5,577−1.9% | Reduced |
| Quantinno Capital Management LP | 281,533 | $12.5M | 0.02% | +144,512+105.5% | Added |
| Bruni J V & Co | 274,186 | $12.2M | 1.27% | −1,871−0.7% | Reduced |