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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.

Institutional holdersQ1 2026: 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 heldQ1 2026: $65.9B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2025.

Institutions holding BAM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Abound Wealth Management0$20.00%0Unchanged
Stone House Investment Management, LLC1$330.00%00.0%Unchanged
Godfrey Financial Associates, Inc.4$1780.00%00.0%Unchanged
Dorato Capital Management5$2270.00%00.0%Unchanged
Torren Management, LLC6$2740.00%−13−68.4%Reduced
Mosley Wealth Management5$2850.00%+5New
Aventura Private Wealth, LLC7$3110.00%00.0%Unchanged
Manchester Capital Management LLC8$3560.00%−393−98.0%Reduced
Ameriflex Group, Inc.10$4450.00%00.0%Unchanged
South State Corp.10$4450.00%+10New
Highline Wealth Partners LLC12$5330.00%−60−83.3%Reduced
Trust Co12$5330.00%00.0%Unchanged
Private Wealth Asset Management, LLC18$8000.00%00.0%Unchanged
McMillan Office, Inc.19$8450.00%00.0%Unchanged
Creative Financial Designs Inc21$9330.00%+6+40.0%Added
Kilter Group LLC22$9780.00%−35−61.4%Reduced
Barnes Dennig Private Wealth Management LLC22$9780.00%00.0%Unchanged
Advocate Investing Services LLC22$9780.00%00.0%Unchanged
MV Capital Management, Inc.22$9780.00%+17+340.0%Added
Tompkins Financial Corp23$1.02K0.00%+23New
Sunrise Financial Services, LLC24$1.07K0.00%+12+100.0%Added
Intentional Wealth Strategies, LLC24$1.07K0.00%+24New
Curio Wealth, LLC26$1.16K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.26$1.16K0.00%+11+73.3%Added
Hamrick Investment Counsel, llc26$1.16K0.00%+26New
Ronald Blue Trust, Inc.27$1.20K0.00%00.0%Unchanged
Golden State Wealth Management, LLC33$1.47K0.00%−28−45.9%Reduced
Rossby Financial, LCC35$1.54K0.00%−10,024−99.7%Reduced
Mowery & Schoenfeld Wealth Management, LLC39$1.73K0.00%+39New
JPL Wealth Management, LLC42$1.87K0.00%+42New
Johnson Financial Group, Inc.45$2.00K0.00%−258−85.1%Reduced
Nemes Rush Group LLC46$2.04K0.00%+46New
VSM Wealth Advisory, LLC48$2.13K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC50$2.22K0.00%−12−19.4%Reduced
Evermay Wealth Management LLC51$2.27K0.00%00.0%Unchanged
Horizon Investments, LLC52$2.31K0.00%+52New
Caitong International Asset Management Co., Ltd53$2.36K0.00%−160−75.1%Reduced
Hughes Financial Services, LLC53$2.36K0.00%+9+20.5%Added
Magnolia Wealth Management, LLC55$2.44K0.00%+55New
UMA Financial Services, Inc.57$2.53K0.00%−19−25.0%Reduced
Scarborough Advisors, LLC58$2.58K0.00%+58New
SJS Investment Consulting Inc.58$2.58K0.00%+53+1,060.0%Added
Richardson Capital Management LLC60$2.67K0.00%+60New
Union Savings Bank62$2.75K0.00%00.0%Unchanged
Raffa Wealth Management, LLC65$2.89K0.00%00.0%Unchanged
Robinswood Financial LLC66$2.93K0.00%00.0%Unchanged
CX Institutional57$3.00K0.00%+57New
North Star Investment Management Corp.68$3.02K0.00%+19+38.8%Added
Salomon & Ludwin, LLC72$3.20K0.00%−1−1.4%Reduced
Sunbelt Securities, Inc.75$3.33K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$3.37K0.00%00.0%Unchanged
Darwin Advisors, LLC79$3.51K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.80$3.56K0.00%00.0%Unchanged
Bravera Wealth81$3.60K0.00%−18−18.2%Reduced
Fortis Group Advisors, LLC84$3.73K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC89$3.96K0.00%+89New
Newbridge Financial Services Group, Inc.90$4.00K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC80$4.42K0.00%00.0%Unchanged
Triumph Capital Management100$4.45K0.00%+93+1,328.6%Added
Ares Financial Consulting, LLC105$4.63K0.00%+105New
Cornerstone Planning Group LLC97$4.70K0.00%−18−15.7%Reduced
Private Wealth Management Group, LLC121$5.38K0.00%+121New
JNBA Financial Advisors129$5.74K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC136$6.03K0.00%+2+1.5%Added
First Horizon Corp146$6.49K0.00%00.0%Unchanged
Richardson Financial Services Inc.150$6.67K0.00%00.0%Unchanged
Cornerstone Financial Management LLC153$6.80K0.01%+57+59.4%Added
Delta Asset Management LLC155$6.89K0.00%00.0%Unchanged
Beacon Investment Advisory Services, Inc.157$6.98K0.00%+157New
Kemnay Advisory Services Inc.159$7.07K0.00%+2+1.3%Added
CVA Family Office, LLC159$7.07K0.00%+27+20.5%Added
Boreal Capital Management LLC175$7.78K0.01%00.0%Unchanged
Sound Income Strategies, LLC177$7.80K0.00%+170+2,428.6%Added
Costello Asset Management, INC176$7.82K0.00%00.0%Unchanged
WPG Advisers, LLC187$8.31K0.01%−39−17.3%Reduced
Legacy Wealth Managment, LLC190$8.45K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.207$9.18K0.00%00.0%Unchanged
Fortitude Family Office, LLC207$9.20K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC240$10.7K0.00%−91−27.5%Reduced
Hantz Financial Services, Inc.241$11.0K0.00%+234+3,342.9%Added
Motco248$11.0K0.00%00.0%Unchanged
Financial Consulate, Inc253$11.2K0.00%+247+4,116.7%Added
Pinnacle Bancorp, Inc.262$11.6K0.00%00.0%Unchanged
Gilpin Wealth Management, LLC272$12.1K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.272$12.1K0.00%−167−38.0%Reduced
True Wealth Design, LLC289$12.8K0.00%+282+4,028.6%Added
LRI Investments, LLC291$12.9K0.00%+291New
Bell Investment Advisors, Inc294$13.1K0.00%+223+314.1%Added
Central Trust Co304$13.5K0.00%+15+5.2%Added
Rosenberg Matthew Hamilton305$13.6K0.00%00.0%Unchanged
Asset Dedication, LLC306$13.6K0.00%00.0%Unchanged
First Command Advisory Services, Inc.327$14.5K0.00%+159+94.6%Added
Itau Unibanco Holding S.A.338$15.0K0.00%+338New
Stonehage Fleming Financial Services Holdings Ltd348$15.5K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC350$15.6K0.01%+350New
Silicon Valley Capital Partners380$16.9K0.00%+3+0.8%Added
Community Bank, N.A.382$17.0K0.00%00.0%Unchanged
SHP Wealth Management407$18.1K0.00%+41+11.2%Added
Hara Capital LLC451$20.0K0.01%00.0%Unchanged
Innovative Asset Advisors Group, LLC500$22.2K0.01%+500New