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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 523 | $23.2K | 0.00% | −261−33.3% | Reduced |
| TD Private Client Wealth LLC | 550 | $24.4K | 0.00% | −570−50.9% | Reduced |
| CoreCap Advisors, LLC | 571 | $25.4K | 0.00% | +5+0.9% | Added |
| Union Bancaire Privee, UBP SA | 776 | $25.4K | 0.00% | −9,832−92.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 575 | $25.6K | 0.00% | −521−47.5% | Reduced |
| Truvestments Capital LLC | 587 | $26.1K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 597 | $26.5K | 0.02% | 00.0% | Unchanged |
| Banque Transatlantique SA | 600 | $26.7K | 0.00% | +600 | New |
| Turim 21 Investimentos Ltda. | 620 | $29.1K | 0.01% | +620 | New |
| Basecamp Wealth Advisors LLC | 661 | $29.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 709 | $31.5K | 0.00% | −231−24.6% | Reduced |
| Assetmark, Inc | 714 | $31.7K | 0.00% | +31+4.5% | Added |
| Eurizon Capital SGR S.p.A. | 731 | $32.5K | 0.00% | −3,454−82.5% | Reduced |
| Roble, Belko & Company, Inc | 755 | $34.0K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 797 | $35.4K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 809 | $36.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 816 | $36.3K | 0.00% | +328+67.2% | Added |
| LOM Asset Management Ltd | 600 | $37.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 844 | $37.5K | 0.00% | −1,047−55.4% | Reduced |
| St Germain D J Co Inc | 849 | $37.7K | 0.00% | +849 | New |
| Pin Oak Investment Advisors Inc | 893 | $40.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 909 | $40.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 910 | $40.5K | 0.00% | +63+7.4% | Added |
| IFP Advisors, Inc | 995 | $44.2K | 0.00% | +421+73.3% | Added |
| Princeton Global Asset Management LLC | 1,000 | $44.5K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,001 | $44.5K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,007 | $44.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,035 | $49.3K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,124 | $50.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,283 | $57.0K | 0.00% | +832+184.5% | Added |
| HM Payson & Co | 1,299 | $57.7K | 0.00% | −1−0.1% | Reduced |
| Larson Financial Group LLC | 1,320 | $58.7K | 0.00% | +10+0.8% | Added |
| Massmutual Trust Co FSB | 1,370 | $60.9K | 0.00% | +107+8.5% | Added |
| Louisbourg Investments Inc. | 1,402 | $62.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,422 | $63.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,448 | $64.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,524 | $67.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,529 | $68.0K | 0.01% | +173+12.8% | Added |
| Financial Perspectives, Inc | 1,544 | $68.6K | 0.02% | +1+0.1% | Added |
| Versant Capital Management, Inc | 1,551 | $68.8K | 0.01% | −1,150−42.6% | Reduced |
| Hanson & Doremus Investment Management | 1,548 | $69.0K | 0.01% | +250+19.3% | Added |
| Cassaday & Co Wealth Management LLC | 1,579 | $70.0K | 0.00% | +1,579 | New |
| Cromwell Holdings LLC | 1,591 | $70.7K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,599 | $71.1K | 0.00% | +530+49.6% | Added |
| Anchor Investment Management, LLC | 1,647 | $73.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,709 | $76.0K | 0.00% | +793+86.6% | Added |
| DAGCO, Inc. | 1,765 | $78.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,770 | $79.0K | 0.05% | −1,273−41.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,788 | $79.5K | 0.00% | −5,755−76.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,926 | $85.6K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 1,685 | $87.2K | 0.05% | +1,280+316.0% | Added |
| Wolverine Asset Management LLC | 1,973 | $87.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,990 | $88.5K | 0.02% | −190−8.7% | Reduced |
| GAMMA Investing LLC | 1,999 | $88.9K | 0.00% | +313+18.6% | Added |
| TIAA Wealth Investment Management LLC | 2,036 | $90.5K | 0.00% | +2,036 | New |
| Solstein Capital, LLC | 2,066 | $91.8K | 0.04% | +2,066 | New |
| Financial Management Professionals, Inc. | 2,097 | $93.2K | 0.01% | −4−0.2% | Reduced |
| Birchwood Financial Partners, Inc. | 2,102 | $93.4K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,114 | $93.9K | 0.00% | −277−11.6% | Reduced |
| Smartleaf Asset Management LLC | 2,199 | $94.9K | 0.00% | −348−13.7% | Reduced |
| SBI Securities Co., Ltd. | 2,296 | $102.1K | 0.00% | −186−7.5% | Reduced |
| Essential Partners LLC | 2,307 | $102.5K | 0.03% | +2,245+3,621.0% | Added |
| AdvisorNet Financial, Inc | 2,325 | $103.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,389 | $106.2K | 0.01% | +2,345+5,329.5% | Added |
| Farmers & Merchants Investments Inc | 2,519 | $112.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,550 | $113.3K | 0.00% | +1,521+147.8% | Added |
| Public Employees Retirement Association of Colorado | 2,606 | $116.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,768 | $122.9K | 0.01% | +1,692+157.2% | Added |
| Centiva Capital, LP | 2,888 | $128.4K | 0.01% | +2,888 | New |
| Pacer Advisors, Inc. | 3,023 | $134.0K | 0.00% | +84+2.9% | Added |
| IFG Advisory, LLC | 3,415 | $151.8K | 0.44% | +3,415 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,446 | $153.2K | 0.00% | +3,446 | New |
| Parallel Advisors, LLC | 3,650 | $162.2K | 0.00% | +1,321+56.7% | Added |
| Farther Finance Advisors, LLC | 3,824 | $168.8K | 0.00% | +516+15.6% | Added |
| Washington Trust Advisors, Inc. | 4,360 | $193.8K | 0.02% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 4,529 | $201.3K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,529 | $201.3K | 0.00% | +34+0.8% | Added |
| Jefferies Financial Group Inc. | 4,576 | $203.4K | 0.00% | −432,402−99.0% | Reduced |
| Huntington National Bank | 4,761 | $211.6K | 0.00% | +2,315+94.6% | Added |
| Skopos Labs, Inc. | 4,786 | $212.7K | 0.01% | −1,759−26.9% | Reduced |
| Commerce Bank | 4,814 | $214.0K | 0.00% | +4,814 | New |
| Laurus Investment Counsel Inc. | 4,827 | $214.6K | 0.21% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,867 | $216.3K | 0.06% | +51+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 4,906 | $218.1K | 0.00% | +240+5.1% | Added |
| Fisher Asset Management, LLC | 4,941 | $219.6K | 0.00% | −282−5.4% | Reduced |
| Heritage Investors Management Corp | 4,948 | $220.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,024 | $223.3K | 0.01% | +760+17.8% | Added |
| Silvercrest Asset Management Group LLC | 5,037 | $223.9K | 0.00% | −110−2.1% | Reduced |
| Moseley Investment Management Inc | 5,058 | $224.8K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,100 | $226.7K | 0.02% | +300+6.3% | Added |
| Parsons Capital Management Inc | 5,130 | $228.0K | 0.01% | +8+0.2% | Added |
| Evercore Wealth Management, LLC | 5,136 | $228.3K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 5,153 | $229.1K | 0.04% | 00.0% | Unchanged |
| Baker Boyer National Bank | 5,200 | $231.1K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,236 | $232.7K | 0.02% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 5,251 | $233.4K | 0.19% | +776+17.3% | Added |
| Signaturefd, LLC | 5,252 | $233.5K | 0.00% | −2,913−35.7% | Reduced |
| Umb Bank N A | 5,275 | $234.5K | 0.00% | −7,337−58.2% | Reduced |
| SeaBridge Investment Advisors LLC | 5,289 | $235.1K | 0.04% | +23+0.4% | Added |
| Frec Markets, Inc. | 5,367 | $238.6K | 0.04% | +5,367 | New |