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 |
|---|---|---|---|---|---|
| Ervin Investment Management, LLC | 32,941 | $1.46M | 0.86% | −96−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,030 | $1.47M | 0.00% | +3,678+12.5% | Added |
| Rockefeller Capital Management L.P. | 33,635 | $1.50M | 0.00% | −23−0.1% | Reduced |
| CWM, LLC | 33,887 | $1.51M | 0.00% | +22,342+193.5% | Added |
| SIG North Trading, ULC | 34,775 | $1.55M | 0.31% | −25,296−42.1% | Reduced |
| Avanza Fonder AB | 25,249 | $1.56M | 0.04% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 35,842 | $1.59M | 0.80% | −1,222−3.3% | Reduced |
| Colonial Trust Co | 36,528 | $1.62M | 0.22% | +1,507+4.3% | Added |
| Ieq Capital, LLC | 37,965 | $1.69M | 0.01% | +27,736+271.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,167 | $1.70M | 0.00% | +29,796+355.9% | Added |
| Sprott Inc. | 38,393 | $1.71M | 0.05% | +4,081+11.9% | Added |
| BNP Paribas | 40,429 | $1.79M | 0.06% | −7,203−15.1% | Reduced |
| AIA Group Ltd | 40,263 | $1.79M | 0.03% | −21,372−34.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 40,365 | $1.79M | 0.18% | +23,533+139.8% | Added |
| Rezny Wealth Management, Inc. | 40,913 | $1.82M | 0.39% | +2,259+5.8% | Added |
| Xponance, Inc. | 40,942 | $1.82M | 0.01% | +8,322+25.5% | Added |
| Axq Capital, LP | 40,959 | $1.82M | 0.23% | +40,959 | New |
| Moerus Capital Management LLC | 41,318 | $1.84M | 0.68% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 42,080 | $1.87M | 0.43% | +13,949+49.6% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 42,610 | $1.89M | 0.02% | −7,500−15.0% | Reduced |
| Capula Management Ltd | 37,800 | $1.90M | 0.02% | −53,052−58.4% | Reduced |
| Strategic Advisors LLC | 43,072 | $1.91M | 0.32% | +832+2.0% | Added |
| Live Oak Private Wealth LLC | 43,133 | $1.92M | 0.27% | −261−0.6% | Reduced |
| Lipe & Dalton | 44,804 | $1.99M | 1.04% | +213+0.5% | Added |
| Generali Asset Management SPA SGR | 32,238 | $1.99M | 0.04% | +21,019+187.4% | Added |
| Clearstead Advisors, LLC | 45,427 | $2.02M | 0.02% | +1,580+3.6% | Added |
| Tacita Capital Inc | 48,820 | $2.16M | 1.28% | −6,511−11.8% | Reduced |
| Squarepoint Ops LLC | 50,897 | $2.26M | 0.00% | +50,897 | New |
| Northwest & Ethical Investments L.P. | 51,092 | $2.27M | 0.05% | −94,280−64.9% | Reduced |
| Tealwood Asset Management Inc | 51,448 | $2.29M | 1.04% | +51,448 | New |
| Gold Investment Management Ltd. | 51,522 | $2.29M | 0.71% | +1,366+2.7% | Added |
| Blue Sky Capital Consultants Group, Inc. | 51,811 | $2.30M | 1.10% | −3,723−6.7% | Reduced |
| Sciencast Management LP | 51,850 | $2.30M | 0.29% | +51,850 | New |
| Investment Management Corp of Ontario | 53,633 | $2.38M | 0.03% | +7,500+16.3% | Added |
| NewGen Asset Management Ltd | 54,000 | $2.40M | 1.46% | −46,000−46.0% | Reduced |
| The PNC Financial Services Group, Inc. | 54,570 | $2.43M | 0.00% | +1,755+3.3% | Added |
| Davidson Kahn Capital Management, LLC | 54,621 | $2.43M | 1.29% | +359+0.7% | Added |
| Lawson Kroeker Investment Management Inc | 55,196 | $2.45M | 0.72% | −360−0.6% | Reduced |
| LPL Financial LLC | 55,756 | $2.48M | 0.00% | −21,314−27.7% | Reduced |
| Kirr Marbach & Co LLC | 58,858 | $2.62M | 0.48% | +7,362+14.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 59,078 | $2.63M | 0.02% | +352+0.6% | Added |
| Public Sector Pension Investment Board | 61,397 | $2.73M | 0.01% | +3,989+6.9% | Added |
| USS Investment Management Ltd | 61,561 | $2.73M | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 61,925 | $2.75M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 62,071 | $2.75M | 0.03% | −1,032−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 57,572 | $2.79M | 0.06% | +619+1.1% | Added |
| Private Management Group Inc | 63,479 | $2.82M | 0.08% | −1,430−2.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 58,290 | $2.82M | 0.92% | +55,971+2,413.6% | Added |
| Cetera Investment Advisers | 64,834 | $2.88M | 0.00% | +13,597+26.5% | Added |
| Lee Danner & Bass Inc | 64,883 | $2.88M | 0.18% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 65,100 | $2.88M | 0.02% | 00.0% | Unchanged |
| Timelo Investment Management Inc. | 65,000 | $2.89M | 3.96% | +65,000 | New |
| Tritonpoint Wealth, LLC | 65,015 | $2.89M | 0.31% | +1,040+1.6% | Added |
| Janus Henderson Group PLC | 69,793 | $3.10M | 0.00% | −3,355−4.6% | Reduced |
| Rathbone Brothers plc | 70,118 | $3.11M | 0.01% | +8,411+13.6% | Added |
| New South Capital Management Inc | 70,669 | $3.14M | 0.15% | −7,396−9.5% | Reduced |
| FORA Capital, LLC | 71,073 | $3.16M | 0.23% | +57,548+425.5% | Added |
| Lincluden Management Ltd | 70,083 | $3.16M | 0.34% | +70,083 | New |
| Ameriprise Financial Inc | 68,922 | $3.20M | 0.00% | −207,547−75.1% | Reduced |
| Machina Capital S.A.S. | 73,698 | $3.28M | 0.64% | +39,213+113.7% | Added |
| Two Sigma Investments, LP | 73,774 | $3.28M | 0.00% | +73,774 | New |
| Brown Advisory Inc | 74,588 | $3.32M | 0.01% | −5,272−6.6% | Reduced |
| American Century Companies Inc | 74,593 | $3.32M | 0.00% | +19,122+34.5% | Added |
| Mizuho Markets Americas LLC | 75,000 | $3.33M | 0.09% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 75,426 | $3.35M | 0.09% | +29,347+63.7% | Added |
| Hillsdale Investment Management Inc. | 75,870 | $3.37M | 0.09% | −180,425−70.4% | Reduced |
| Colony Group, LLC | 76,051 | $3.38M | 0.00% | +9,509+14.3% | Added |
| JCIC Asset Management Inc. | 79,918 | $3.55M | 1.09% | +673+0.8% | Added |
| Entropy Technologies, LP | 80,257 | $3.57M | 0.16% | +19,133+31.3% | Added |
| DekaBank Deutsche Girozentrale | 79,236 | $3.58M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 81,075 | $3.59M | 0.01% | +70,799+689.0% | Added |
| Intech Investment Management LLC | 81,132 | $3.60M | 0.04% | +63,159+351.4% | Added |
| Schwartz Investment Counsel Inc | 81,177 | $3.61M | 0.13% | +1,023+1.3% | Added |
| Segall Bryant & Hamill, LLC | 81,933 | $3.64M | 0.05% | −263,349−76.3% | Reduced |
| Marks Group Wealth Management, Inc | 83,825 | $3.73M | 0.36% | −35,486−29.7% | Reduced |
| Harvest Portfolios Group Inc. | 84,348 | $3.75M | 0.06% | +24,468+40.9% | Added |
| Steward Partners Investment Advisory, LLC | 84,616 | $3.76M | 0.02% | +1,955+2.4% | Added |
| Mariner, LLC | 85,303 | $3.79M | 0.00% | +43,557+104.3% | Added |
| Swiss Life Asset Management Ltd | 87,678 | $3.90M | 0.02% | +14,731+20.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 88,947 | $3.95M | 0.11% | +1,570+1.8% | Added |
| Beck Mack & Oliver LLC | 89,766 | $3.99M | 0.08% | −4,362−4.6% | Reduced |
| West Bancorporation Inc | 93,091 | $4.14M | 2.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 94,097 | $4.18M | 0.00% | −132,040−58.4% | Reduced |
| Azimuth Capital Investment Management LLC | 95,613 | $4.25M | 0.16% | +2,671+2.9% | Added |
| XTX Topco Ltd | 96,000 | $4.27M | 0.07% | +66,177+221.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 97,691 | $4.33M | 0.02% | +1,623+1.7% | Added |
| Motley Fool Wealth Management, LLC | 98,935 | $4.40M | 0.50% | −55,296−35.9% | Reduced |
| Colonial Trust Advisors | 99,437 | $4.42M | 0.34% | +1,776+1.8% | Added |
| Alberta Investment Management Corp | 101,035 | $4.49M | 0.03% | −430,132−81.0% | Reduced |
| Texas Yale Capital Corp. | 103,135 | $4.58M | 0.13% | +4,275+4.3% | Added |
| Woodbridge Co Ltd | 103,216 | $4.59M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 106,555 | $4.72M | 0.01% | +2,652+2.6% | Added |
| Smith, Salley & Associates | 113,111 | $5.03M | 0.25% | +422+0.4% | Added |
| Russell Investments Group, Ltd. | 115,175 | $5.09M | 0.01% | −1,070−0.9% | Reduced |
| Cerity Partners LLC | 114,734 | $5.10M | 0.01% | +65,347+132.3% | Added |
| Capital International Ltd | 117,919 | $5.24M | 0.19% | −28,918−19.7% | Reduced |
| Skba Capital Management LLC | 118,600 | $5.27M | 0.72% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 129,182 | $5.73M | 0.01% | −14,700−10.2% | Reduced |
| Creative Planning | 138,729 | $6.17M | 0.00% | −10,803−7.2% | Reduced |
| MAI Capital Management | 139,543 | $6.20M | 0.04% | +10,004+7.7% | Added |