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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 5,389 | $239.2K | 0.00% | +946+21.3% | Added |
| Clifford Swan Investment Counsel LLC | 5,430 | $241.4K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,455 | $242.5K | 0.00% | +5,437+30,205.6% | Added |
| Tower Research Capital LLC (TRC) | 5,577 | $247.9K | 0.01% | +333+6.4% | Added |
| Yorktown Management & Research Co Inc | 5,637 | $250.6K | 0.21% | 00.0% | Unchanged |
| Searle & Co. | 5,662 | $251.0K | 0.06% | 00.0% | Unchanged |
| Northwest Financial Advisors | 5,657 | $251.5K | 0.49% | −237−4.0% | Reduced |
| GoodHaven Capital Management, LLC | 5,673 | $252.2K | 0.09% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5,677 | $252.3K | 0.05% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 5,721 | $254.3K | 0.10% | +5,721 | New |
| RMB Capital Management, LLC | 5,727 | $254.6K | 0.00% | −1,282−18.3% | Reduced |
| Empowered Funds, LLC | 5,739 | $255.1K | 0.00% | +5,739 | New |
| NewEdge Wealth, LLC | 5,739 | $255.1K | 0.00% | +344+6.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,730 | $257.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,860 | $260.5K | 0.02% | +75+1.3% | Added |
| Kestra Advisory Services, LLC | 5,895 | $262.0K | 0.00% | −406−6.4% | Reduced |
| Berkshire Asset Management LLC | 5,926 | $263.4K | 0.01% | +50+0.9% | Added |
| Callan Family Office, LLC | 6,033 | $268.2K | 0.01% | +6,033 | New |
| Stratos Wealth Partners, LTD. | 6,132 | $272.6K | 0.00% | +1,430+30.4% | Added |
| Moors & Cabot, Inc. | 6,191 | $275.2K | 0.01% | +540+9.6% | Added |
| Lester Murray Antman dba SimplyRich | 6,254 | $277.0K | 0.07% | −4−0.1% | Reduced |
| Western Wealth Management, LLC | 6,309 | $280.4K | 0.01% | +6,309 | New |
| Brighton Jones LLC | 6,398 | $284.4K | 0.01% | +6,398 | New |
| Proficio Capital Partners LLC | 6,483 | $288.2K | 0.02% | +44+0.7% | Added |
| First Trust Advisors LP | 6,507 | $289.2K | 0.00% | −116,166−94.7% | Reduced |
| Principal Street Partners, LLC | 6,544 | $290.9K | 0.05% | +153+2.4% | Added |
| Sterling Capital Management LLC | 6,594 | $293.1K | 0.01% | −2,235−25.3% | Reduced |
| Summerhill Capital Management lnc. | 6,652 | $295.2K | 0.26% | +6,652 | New |
| Heritage Wealth Advisors | 6,648 | $295.5K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,797 | $301.3K | 0.01% | +436+6.9% | Added |
| Stamos Capital Partners, L.P. | 6,851 | $304.5K | 0.05% | +6,851 | New |
| PFG Investments, LLC | 6,895 | $306.5K | 0.01% | +6,895 | New |
| Storgate, LLC | 7,030 | $312.5K | 0.25% | +113+1.6% | Added |
| Cigna Investments Inc | 7,101 | $314.0K | 0.05% | −387−5.2% | Reduced |
| Dimensional Fund Advisors LP | 7,135 | $317.2K | 0.00% | −2,034−22.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $317.8K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,158 | $318.2K | 0.04% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 7,212 | $319.6K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 7,252 | $322.4K | 0.02% | +6,054+505.3% | Added |
| K.J. Harrison & Partners Inc | 7,459 | $331.0K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 7,509 | $333.8K | 0.00% | +113+1.5% | Added |
| Mutual Advisors, LLC | 7,530 | $334.7K | 0.01% | −202−2.6% | Reduced |
| Rhodes Investment Advisors Inc | 7,648 | $340.0K | 0.29% | 00.0% | Unchanged |
| Odyssean, LLC | 7,662 | $340.6K | 0.12% | +7,662 | New |
| Wulff, Hansen & Co. | 7,687 | $341.7K | 0.35% | −143−1.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,700 | $342.3K | 0.10% | +7,700 | New |
| Viewpoint Investment Partners Corp | 7,923 | $348.7K | 0.16% | +7,923 | New |
| Citizens Financial Group Inc | 7,907 | $351.5K | 0.00% | −1,973−20.0% | Reduced |
| TritonPoint Partners, LLC | 8,004 | $355.8K | 0.13% | +504+6.7% | Added |
| Cardinal Point Capital Management, ULC | 8,091 | $359.0K | 0.02% | −71−0.9% | Reduced |
| Keybank National Association | 8,156 | $362.5K | 0.00% | +2,942+56.4% | Added |
| Victory Capital Management Inc | 8,177 | $363.5K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 8,212 | $365.0K | 0.09% | +8,212 | New |
| Ballentine Partners, LLC | 8,301 | $369.0K | 0.01% | +8,301 | New |
| Atomi Financial Group, Inc. | 8,328 | $370.2K | 0.01% | −6,988−45.6% | Reduced |
| Brown Brothers Harriman & Co | 8,514 | $378.4K | 0.00% | +169+2.0% | Added |
| Gilbert & Cook, Inc. | 8,683 | $386.0K | 0.05% | +3,409+64.6% | Added |
| Carson Advisory Inc. | 8,754 | $389.1K | 0.20% | +700+8.7% | Added |
| Bryn Mawr Trust Co | 8,983 | $399.3K | 0.01% | +1,681+23.0% | Added |
| Capital Advisors Wealth Management, LLC | 8,997 | $399.9K | 0.05% | −7−0.1% | Reduced |
| Hunting Hill Global Capital, LLC | 8,999 | $400.0K | 0.48% | −9,847−52.2% | Reduced |
| Neo Ivy Capital Management | 9,023 | $401.1K | 0.11% | +9,023 | New |
| Merit Financial Group, LLC | 9,030 | $401.4K | 0.00% | +9,030 | New |
| Frank, Rimerman Advisors LLC | 9,098 | $404.4K | 0.03% | +9,098 | New |
| Everett Harris & Co | 9,149 | $406.7K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,781 | $407.6K | 0.01% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 9,260 | $411.6K | 0.05% | −5,288−36.3% | Reduced |
| Bank of Nova Scotia Trust Co | 9,336 | $415.0K | 0.04% | +4,229+82.8% | Added |
| Metis Global Partners, LLC | 9,487 | $420.4K | 0.01% | −828−8.0% | Reduced |
| Laird Norton Trust Company, LLC | 9,505 | $422.5K | 0.01% | +4,162+77.9% | Added |
| SummitTX Capital, L.P. | 9,546 | $424.3K | 0.01% | −2,301−19.4% | Reduced |
| Purpose Unlimited Inc. | 9,680 | $428.4K | 0.02% | +5,287+120.4% | Added |
| Aigen Investment Management, LP | 6,983 | $431.9K | 0.11% | −4,066−36.8% | Reduced |
| Summit Financial, LLC | 9,755 | $433.6K | 0.01% | +698+7.7% | Added |
| Leavell Investment Management, Inc. | 9,899 | $440.0K | 0.02% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 9,907 | $440.4K | 0.26% | −28−0.3% | Reduced |
| Alpine Global Management, LLC | 10,053 | $446.9K | 0.07% | +10,053 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 10,063 | $447.3K | 0.03% | 00.0% | Unchanged |
| Denali Advisors LLC | 10,100 | $448.9K | 0.05% | +6,113+153.3% | Added |
| United Capital Financial Advisers, LLC | 10,152 | $451.3K | 0.00% | +1,089+12.0% | Added |
| Prospera Financial Services Inc | 10,250 | $455.6K | 0.01% | +10,250 | New |
| Twinbeech Capital LP | 10,264 | $456.2K | 0.05% | +10,264 | New |
| Integrated Wealth Concepts LLC | 10,314 | $458.4K | 0.00% | +6,300+157.0% | Added |
| UniSuper Management Pty Ltd | 7,500 | $463.9K | 0.00% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 10,606 | $470.8K | 0.00% | +5,529+108.9% | Added |
| Advisory Services Network, LLC | 10,618 | $472.0K | 0.01% | −221−2.0% | Reduced |
| Cresset Asset Management, LLC | 10,784 | $478.2K | 0.00% | +828+8.3% | Added |
| Crossmark Global Holdings, Inc. | 10,857 | $482.6K | 0.01% | −486−4.3% | Reduced |
| Herold Advisors, Inc. | 10,957 | $485.7K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,025 | $490.1K | 0.00% | −3,842−25.8% | Reduced |
| North Dakota State Investment Board | 11,052 | $491.3K | 0.02% | −2,411−17.9% | Reduced |
| Yousif Capital Management, LLC | 11,216 | $498.6K | 0.01% | +122+1.1% | Added |
| Fiduciary Trust Co | 11,235 | $499.4K | 0.01% | −1,331−10.6% | Reduced |
| Corient IA LLC | 11,250 | $500.1K | 0.47% | −1,010−8.2% | Reduced |
| Leonteq Securities AG | 11,309 | $502.7K | 0.03% | +5,153+83.7% | Added |
| Prana Capital Management, LP | 11,361 | $505.0K | 0.02% | +11,361 | New |
| Royal London Asset Management Ltd | 11,492 | $510.8K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,625 | $516.7K | 0.00% | −1,855−13.8% | Reduced |
| Taylor Hoffman Capital Management LLC | 11,652 | $517.9K | 0.16% | −170−1.4% | Reduced |
| Allen Investment Management LLC | 11,759 | $522.7K | 0.01% | 00.0% | Unchanged |