Skip to main content

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.

Q1 2026 vs. Q4 2025

How the institutions holding Brookfield Asset Management Ltd. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of BAM: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders6338633+8
Shares1.49B23.2M1.48B+14.9M (+1.0%)
Value$78.1B$1.22B$65.9B−$11.0B (−14.3%)

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to BAM in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC11,566,760$514.3M0.01%
Vanguard Fiduciary Trust Co3,426,472$152.3M0.04%
Vanguard Global Advisers, LLC2,684,208$119.3M0.06%
Vanguard Asset Management, Ltd774,337$34.4M0.03%
Caisse de Depot Et Placement du Quebec692,000$30.7M0.05%
Vanguard Portfolio Management LLC462,385$20.6M0.00%
Susquehanna International Group, LLP322,554$14.3M0.02%
Liontrust Investment Partners LLP251,090$11.2M0.19%
Vanguard Investments Australia, Ltd.202,601$9.01M0.03%
Canoe Financial LP162,000$7.20M0.10%
Two Sigma Investments, LP73,774$3.28M0.00%
Lincluden Management Ltd70,083$3.16M0.34%
Timelo Investment Management Inc.65,000$2.89M3.96%
Sciencast Management LP51,850$2.30M0.29%
Tealwood Asset Management Inc51,448$2.29M1.04%
Squarepoint Ops LLC50,897$2.26M0.00%
Axq Capital, LP40,959$1.82M0.23%
Bridgewater Associates, LP30,379$1.35M0.01%
Virtu Financial LLC24,903$1.11M0.05%
PDT Partners, LLC23,600$1.05M0.06%
Qsemble Capital Management, LP22,280$990.3K0.08%
CIBC Bancorp USA Inc.18,206$809.3K0.00%
Grantham, Mayo, Van Otterloo & Co. LLC17,900$795.7K0.00%
Demars Financial Group, LLC17,740$788.5K0.26%
Weiss Asset Management LP16,320$725.4K0.01%
Osmosis Investment Management UK Ltd14,795$655.5K0.02%
Simplex Trading, LLC14,463$642.9K0.02%
Prana Capital Management, LP11,361$505.0K0.02%
Twinbeech Capital LP10,264$456.2K0.05%
Prospera Financial Services Inc10,250$455.6K0.01%
Alpine Global Management, LLC10,053$446.9K0.07%
Frank, Rimerman Advisors LLC9,098$404.4K0.03%
Merit Financial Group, LLC9,030$401.4K0.00%
Neo Ivy Capital Management9,023$401.1K0.11%
Ballentine Partners, LLC8,301$369.0K0.01%
Bridgefront Capital, LLC8,212$365.0K0.09%
Viewpoint Investment Partners Corp7,923$348.7K0.16%
Bond & Devick Financial Network, Inc.7,700$342.3K0.10%
Odyssean, LLC7,662$340.6K0.12%
PFG Investments, LLC6,895$306.5K0.01%
Stamos Capital Partners, L.P.6,851$304.5K0.05%
Summerhill Capital Management lnc.6,652$295.2K0.26%
Brighton Jones LLC6,398$284.4K0.01%
Western Wealth Management, LLC6,309$280.4K0.01%
Callan Family Office, LLC6,033$268.2K0.01%
Empowered Funds, LLC5,739$255.1K0.00%
Whetstone Capital Advisors, LLC5,721$254.3K0.10%
Frec Markets, Inc.5,367$238.6K0.04%
Commerce Bank4,814$214.0K0.00%
Tiaa-Cref Individual & Institutional Services, LLC3,446$153.2K0.00%
IFG Advisory, LLC3,415$151.8K0.44%
Centiva Capital, LP2,888$128.4K0.01%
Solstein Capital, LLC2,066$91.8K0.04%
TIAA Wealth Investment Management LLC2,036$90.5K0.00%
Cassaday & Co Wealth Management LLC1,579$70.0K0.00%
St Germain D J Co Inc849$37.7K0.00%
Turim 21 Investimentos Ltda.620$29.1K0.01%
Banque Transatlantique SA600$26.7K0.00%
Innovative Asset Advisors Group, LLC500$22.2K0.01%
Owl Creek Wealth Partners LLC350$15.6K0.01%
Itau Unibanco Holding S.A.338$15.0K0.00%
LRI Investments, LLC291$12.9K0.00%
Beacon Investment Advisory Services, Inc.157$6.98K0.00%
Private Wealth Management Group, LLC121$5.38K0.00%
Ares Financial Consulting, LLC105$4.63K0.00%
Twin Peaks Wealth Advisors, LLC89$3.96K0.00%
CX Institutional57$3.00K0.00%
Richardson Capital Management LLC60$2.67K0.00%
Scarborough Advisors, LLC58$2.58K0.00%
Magnolia Wealth Management, LLC55$2.44K0.00%
Horizon Investments, LLC52$2.31K0.00%
Nemes Rush Group LLC46$2.04K0.00%
JPL Wealth Management, LLC42$1.87K0.00%
Mowery & Schoenfeld Wealth Management, LLC39$1.73K0.00%
Hamrick Investment Counsel, llc26$1.16K0.00%
Intentional Wealth Strategies, LLC24$1.07K0.00%
Tompkins Financial Corp23$1.02K0.00%
South State Corp.10$4450.00%
Mosley Wealth Management5$2850.00%

Sold out (71)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of BAM in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
William Blair Investment Management, LLC1,835,120$96.1M
QV Investors Inc.249,744$13.1M
MUFG Securities EMEA plc200,000$10.5M
Teacher Retirement System of Texas70,000$3.67M
SOL Capital Management CO69,741$3.65M
Susquehanna Advisors Group, Inc.40,300$2.11M
Catalyst Funds Management Pty Ltd40,278$2.11M
Fiduciary Alliance LLC39,286$2.06M
Point72 Asset Management, L.P.39,039$2.04M
Voloridge Investment Management, LLC38,469$2.02M
Qube Research & Technologies Ltd30,925$1.62M
Herbst Group, LLC27,225$1.43M
Capstone Investment Advisors, LLC25,631$1.34M
Kentucky Retirement Systems24,007$1.26M
Graham Capital Management, L.P.19,434$1.02M
Capital Group Private Client Services, Inc.15,442$809.0K
GatePass Capital, LLC13,900$728.2K
Engineers Gate Manager LP13,888$727.6K
Evergreen Capital Management LLC12,676$664.1K
Cambria Investment Management, L.P.12,354$647.2K
Marshall Wace, LLP11,638$609.7K
Jackson Square Capital, LLC11,264$590.9K
Twin Tree Management, LP11,267$590.3K
Picton Mahoney Asset Management10,358$543.4K
Glenview Trust Co9,800$513.4K
Hudson Bay Capital Management LP9,030$473.1K
Aquatic Capital Management LLC8,895$466.0K
Gsa Capital Partners LLP7,815$409.0K
Headlands Technologies LLC6,076$318.3K
Kestra Private Wealth Services, LLC5,399$282.9K
Transcend Wealth Collective, LLC5,286$276.9K
Argent Trust Co4,864$254.8K
Syon Capital LLC4,815$252.3K
Focus Financial Network, Inc.4,436$232.4K
Wealthspire Advisors, LLC4,427$231.9K
FourThought Financial Partners, LLC4,385$229.7K
Triasima Portfolio Management inc.4,374$229.4K
Arkadios Wealth Advisors4,308$225.7K
Allie Family Office LLC4,302$225.4K
Crestwood Advisors Group LLC4,275$224.0K
Dynamic Technology Lab Private Ltd4,230$222.0K
Scientech Research LLC4,120$215.8K
Lido Advisors, LLC3,744$205.3K
Volterra Technologies LP3,125$163.7K
Group One Trading, L.P.2,122$111.2K
City State Bank1,864$97.7K
Mirae Asset Global Investments Co., Ltd.1,827$95.7K
Flagship Harbor Advisors, LLC1,355$71.0K
eCIO, Inc.802$42.0K
SageView Advisory Group, LLC588$30.8K
Armstrong Advisory Group, Inc410$21.5K
Commonwealth Retirement Investments LLC274$14.4K
City Holding Co200$10.5K
Optiver Holding B.V.127$6.65K
Quarry LP123$6.44K
Spire Wealth Management110$5.76K
Exchange Traded Concepts, LLC108$5.66K
Accent Capital Management, LLC106$5.55K
Bruce G. Allen Investments, LLC82$4.30K
Dixon Mitchell Investment Counsel Inc.80$4.20K
MCF Advisors LLC71$3.72K
Tucker Asset Management LLC69$3.62K
Harbor Investment Advisory, LLC65$3.41K
Quattro Advisors LLC50$2.62K
Wealth Watch Advisors, INC40$2.10K
Turning Point Benefit Group, Inc.36$1.89K
Bellevue Asset Management, LLC26$1.36K
First United Bank Trust17$891
McIlrath & Eck, LLC9$472
Rocky Mountain Advisers, LLC6$314
IFC & Insurance Marketing, Inc.1$0

Not filed for Q1 2026 yet (8)

Institutions that held Brookfield Asset Management Ltd. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc17,723,182$928.4M
Norges Bank5,028,864$263.4M
CIBC Private Wealth Group, LLC352,261$18.5M
Forsta Ap-Fonden96,800$5.08M
Meketa Investment Group Inc22,505$1.18M
Sherbrooke Park Advisers LLC4,623$242.2K
Global Retirement Partners, LLC1,329$69.6K
Trust Co of Vermont1,070$56.1K