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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 11,783 | $523.8K | 0.11% | −124−1.0% | Reduced |
| Private Advisor Group, LLC | 11,815 | $525.2K | 0.00% | −52−0.4% | Reduced |
| TCG Advisory Services, LLC | 11,896 | $528.8K | 0.01% | +1,282+12.1% | Added |
| Bessemer Group Inc | 11,945 | $531.0K | 0.00% | −2,730−18.6% | Reduced |
| Equity Wealth Partners, LLC | 11,956 | $531.4K | 0.34% | −1,327−10.0% | Reduced |
| Kraematon Investment Advisors, Inc | 12,016 | $534.1K | 0.43% | −57−0.5% | Reduced |
| Pacifica Partners Inc. | 12,061 | $535.2K | 0.18% | +708+6.2% | Added |
| HB Wealth Management, LLC | 12,097 | $537.5K | 0.00% | +2,888+31.4% | Added |
| MetLife Investment Management | 12,222 | $543.3K | 0.00% | −398−3.2% | Reduced |
| Atria Investments LLC | 12,517 | $556.4K | 0.01% | +2,855+29.5% | Added |
| Needham Investment Management LLC | 12,570 | $558.7K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,740 | $566.3K | 0.01% | +2,452+23.8% | Added |
| St. Louis Trust Co | 12,899 | $573.4K | 0.07% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 12,916 | $574.1K | 0.07% | −379−2.9% | Reduced |
| Check Capital Management Inc | 12,954 | $575.8K | 0.04% | +168+1.3% | Added |
| MML Investors Services, LLC | 13,096 | $582.1K | 0.00% | −8,975−40.7% | Reduced |
| Quadrant Capital Group LLC | 13,110 | $582.7K | 0.02% | −4,551−25.8% | Reduced |
| Regions Financial Corp | 13,327 | $592.4K | 0.00% | +8,465+174.1% | Added |
| Warren Averett Asset Management, LLC | 13,656 | $607.0K | 0.00% | +2,347+20.8% | Added |
| Ritholtz Wealth Management | 13,680 | $608.1K | 0.01% | +8,432+160.7% | Added |
| Jackson Hole Capital Partners, LLC | 14,117 | $627.5K | 0.10% | +4,427+45.7% | Added |
| Blair William & Co | 14,123 | $627.8K | 0.00% | −10,866−43.5% | Reduced |
| Clear Trail Advisors, LLC | 14,208 | $631.5K | 0.11% | +880+6.6% | Added |
| Chicago Capital, LLC | 14,284 | $634.9K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 14,301 | $635.7K | 0.25% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,463 | $642.9K | 0.02% | +14,463 | New |
| Osmosis Investment Management UK Ltd | 14,795 | $655.5K | 0.02% | +14,795 | New |
| Capital Fund Management S.A. | 14,802 | $657.9K | 0.01% | −8,500−36.5% | Reduced |
| Gateway Investment Advisers LLC | 14,804 | $658.0K | 0.01% | +6,587+80.2% | Added |
| Truist Financial Corp | 15,318 | $680.9K | 0.00% | +1,741+12.8% | Added |
| Laurion Capital Management LP | 15,500 | $689.0K | 0.06% | 00.0% | Unchanged |
| Aviso Financial Inc. | 15,571 | $691.6K | 0.02% | −566−3.5% | Reduced |
| Third View Private Wealth, LLC | 15,677 | $696.9K | 0.10% | +6,462+70.1% | Added |
| Alps Advisors Inc | 15,690 | $697.4K | 0.00% | −1,725−9.9% | Reduced |
| EFG International AG | 15,705 | $698.3K | 0.01% | +614+4.1% | Added |
| Gabelli Funds LLC | 15,724 | $698.9K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 16,018 | $710.0K | 0.01% | −1,495−8.5% | Reduced |
| Geneos Wealth Management Inc. | 16,069 | $714.3K | 0.02% | −13−0.1% | Reduced |
| Midway Capital Research & Management | 16,104 | $715.8K | 0.67% | +284+1.8% | Added |
| Chemistry Wealth Management LLC | 16,253 | $722.4K | 0.13% | −267−1.6% | Reduced |
| Weiss Asset Management LP | 16,320 | $725.4K | 0.01% | +16,320 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,774 | $745.6K | 0.02% | +4,297+34.4% | Added |
| Copeland Capital Management, LLC | 17,004 | $755.9K | 0.02% | −597−3.4% | Reduced |
| Foundations Investment Advisors, LLC | 17,037 | $757.3K | 0.01% | −128−0.7% | Reduced |
| Captrust Financial Advisors | 17,527 | $779.0K | 0.00% | +6,677+61.5% | Added |
| Demars Financial Group, LLC | 17,740 | $788.5K | 0.26% | +17,740 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,900 | $795.7K | 0.00% | +17,900 | New |
| Advisor Group Holdings, Inc. | 17,930 | $795.9K | 0.00% | −223−1.2% | Reduced |
| CIBC Bancorp USA Inc. | 18,206 | $809.3K | 0.00% | +18,206 | New |
| Waterfront Wealth Inc. | 18,417 | $818.7K | 0.15% | −61−0.3% | Reduced |
| Maryland State Retirement & Pension System | 18,585 | $826.1K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,704 | $831.4K | 0.05% | −123−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,921 | $841.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,202 | $853.5K | 0.00% | −1,303−6.4% | Reduced |
| Baird Financial Group, Inc. | 19,798 | $880.1K | 0.00% | +512+2.7% | Added |
| Apollon Wealth Management, LLC | 19,898 | $884.4K | 0.01% | +767+4.0% | Added |
| Canal Capital Management, LLC | 19,957 | $887.1K | 0.12% | −514−2.5% | Reduced |
| Greenland Capital Management LP | 20,000 | $889.0K | 0.18% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,069 | $889.4K | 0.00% | −2,300−10.3% | Reduced |
| Lincoln Capital LLC | 20,260 | $899.8K | 0.17% | −2,547−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 20,404 | $907.0K | 0.00% | −15,190−42.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,554 | $913.6K | 0.00% | +3,151+18.1% | Added |
| Atlantic Union Bankshares Corp | 20,592 | $915.3K | 0.02% | −5,601−21.4% | Reduced |
| Henshaw Capital LLC | 20,600 | $915.7K | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 20,959 | $931.6K | 0.00% | −2,841−11.9% | Reduced |
| Blue Fin Capital, Inc. | 20,984 | $932.8K | 0.15% | −83−0.4% | Reduced |
| Natixis | 21,156 | $940.4K | 0.00% | −983−4.4% | Reduced |
| US Bancorp | 22,151 | $984.6K | 0.00% | +1,541+7.5% | Added |
| Qsemble Capital Management, LP | 22,280 | $990.3K | 0.08% | +22,280 | New |
| Pathstone Holdings, LLC | 22,372 | $994.5K | 0.00% | −3,284−12.8% | Reduced |
| Westerkirk Capital Inc. | 22,400 | $995.7K | 0.11% | +1,900+9.3% | Added |
| 2Xideas AG | 22,527 | $998.2K | 0.39% | −48,840−68.4% | Reduced |
| Amalgamated Bank | 22,595 | $1.00M | 0.01% | −819−3.5% | Reduced |
| Summit Trail Advisors, LLC | 22,672 | $1.01M | 0.01% | +3,678+19.4% | Added |
| Ancora Advisors, LLC | 23,173 | $1.03M | 0.02% | −129−0.6% | Reduced |
| PDT Partners, LLC | 23,600 | $1.05M | 0.06% | +23,600 | New |
| NBT Bank N A | 23,838 | $1.06M | 0.07% | −1,339−5.3% | Reduced |
| Bridges Investment Management Inc | 24,248 | $1.08M | 0.01% | +6,960+40.3% | Added |
| Maridea Wealth Management LLC | 24,351 | $1.08M | 0.16% | +5,681+30.4% | Added |
| Diversify Wealth Management, LLC | 23,910 | $1.10M | 0.02% | +5,688+31.2% | Added |
| Northwestern Mutual Wealth Management Co | 24,880 | $1.11M | 0.00% | +4,841+24.2% | Added |
| Virtu Financial LLC | 24,903 | $1.11M | 0.05% | +24,903 | New |
| Mercer Global Advisors Inc | 24,976 | $1.11M | 0.00% | +13,591+119.4% | Added |
| Castle Rock Wealth Management, LLC | 25,093 | $1.12M | 0.24% | +1,380+5.8% | Added |
| Advisors Asset Management, Inc. | 25,221 | $1.12M | 0.02% | +2,529+11.1% | Added |
| Moneta Group Investment Advisors LLC | 25,553 | $1.14M | 0.01% | −24−0.1% | Reduced |
| Timber Creek Capital Management LLC | 25,917 | $1.15M | 0.28% | −73−0.3% | Reduced |
| Spears Abacus Advisors LLC | 26,396 | $1.17M | 0.02% | −9,195−25.8% | Reduced |
| Cumberland Partners Ltd | 27,310 | $1.21M | 0.09% | −71,205−72.3% | Reduced |
| BCV Asset Management Inc. | 27,456 | $1.22M | 0.04% | −26,813−49.4% | Reduced |
| BNP Paribas Arbitrage, SA | 27,538 | $1.22M | 0.00% | +4,215+18.1% | Added |
| Charles Schwab Investment Management Inc | 28,248 | $1.26M | 0.00% | +648+2.3% | Added |
| M&T Bank Corp | 28,417 | $1.26M | 0.00% | −497−1.7% | Reduced |
| Radnor Capital Management, LLC | 28,739 | $1.28M | 0.19% | +500+1.8% | Added |
| O'Shaughnessy Asset Management, LLC | 29,193 | $1.30M | 0.01% | −130,025−81.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 29,236 | $1.30M | 0.22% | −4,443−13.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,148 | $1.34M | 0.00% | +872+3.0% | Added |
| Bridgewater Associates, LP | 30,379 | $1.35M | 0.01% | +30,379 | New |
| JustInvest LLC | 30,984 | $1.38M | 0.01% | −3,295−9.6% | Reduced |
| Adalta Capital Management LLC | 31,471 | $1.40M | 0.67% | −10,707−25.4% | Reduced |