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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 144,725 | $6.43M | 0.08% | −313,800−68.4% | Reduced |
| Pictet Asset Management Holding SA | 156,969 | $6.96M | 0.01% | −4,902−3.0% | Reduced |
| STRS Ohio | 157,526 | $6.99M | 0.03% | −139,217−46.9% | Reduced |
| Franklin Resources Inc | 160,473 | $7.14M | 0.00% | +33,567+26.5% | Added |
| Canoe Financial LP | 162,000 | $7.20M | 0.10% | +162,000 | New |
| Laffer Tengler Investments | 162,520 | $7.22M | 1.07% | +3,571+2.2% | Added |
| Treasurer of the State of North Carolina | 163,701 | $7.28M | 0.02% | +3,487+2.2% | Added |
| Summitry LLC | 167,381 | $7.44M | 0.26% | +5,291+3.3% | Added |
| Citigroup Inc | 169,144 | $7.50M | 0.00% | −11,278−6.3% | Reduced |
| Woodmont Investment Counsel LLC | 173,492 | $7.71M | 0.48% | +32,614+23.2% | Added |
| Clearbridge Investments, LLC | 176,622 | $7.85M | 0.01% | +81,270+85.2% | Added |
| Motley Fool Asset Management LLC | 176,648 | $7.85M | 0.34% | −8,184−4.4% | Reduced |
| Alliancebernstein L.P. | 150,303 | $7.87M | 0.00% | −150.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 189,571 | $8.43M | 0.09% | −902−0.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 193,206 | $8.59M | 1.75% | +12,157+6.7% | Added |
| SEI Investments Co | 195,489 | $8.69M | 0.01% | +75,814+63.3% | Added |
| APG Asset Management N.V. | 229,334 | $8.82M | 0.03% | +1,181+0.5% | Added |
| UBS Asset Management Americas Inc | 198,723 | $8.83M | 0.00% | +3,075+1.6% | Added |
| Vanguard Investments Australia, Ltd. | 202,601 | $9.01M | 0.03% | +202,601 | New |
| State of Tennessee, Treasury Department | 206,114 | $9.13M | 0.03% | +6,400+3.2% | Added |
| Stifel Financial Corp | 209,513 | $9.31M | 0.01% | −200−0.1% | Reduced |
| Millennium Management LLC | 211,358 | $9.39M | 0.01% | −400,069−65.4% | Reduced |
| Public Employees Retirement System of Ohio | 211,501 | $9.40M | 0.03% | −1,006−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 213,561 | $9.49M | 0.02% | +4,867+2.3% | Added |
| Price T Rowe Associates Inc | 216,280 | $9.62M | 0.00% | +23,188+12.0% | Added |
| Agf Management Ltd | 216,253 | $9.70M | 0.04% | −1,264,216−85.4% | Reduced |
| Capital International Sarl | 221,898 | $9.86M | 0.16% | −43,026−16.2% | Reduced |
| Janney Montgomery Scott LLC | 240,459 | $10.7M | 0.03% | −2,136−0.9% | Reduced |
| Tocqueville Asset Management L.P. | 241,316 | $10.7M | 0.16% | −2,295−0.9% | Reduced |
| Wellington Management Group LLP | 248,702 | $11.1M | 0.00% | −23,156−8.5% | Reduced |
| Liontrust Investment Partners LLP | 251,090 | $11.2M | 0.19% | +251,090 | New |
| Baskin Financial Services Inc. | 259,649 | $11.5M | 0.95% | −8,203−3.1% | Reduced |
| Raymond James Financial Inc | 264,463 | $11.8M | 0.00% | −2,792−1.0% | Reduced |
| Bruni J V & Co | 274,186 | $12.2M | 1.27% | −1,871−0.7% | Reduced |
| Quantinno Capital Management LP | 281,533 | $12.5M | 0.02% | +144,512+105.5% | Added |
| America First Investment Advisors, LLC | 284,947 | $12.7M | 2.36% | −5,577−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 291,685 | $13.0M | 0.07% | +2,255+0.8% | Added |
| Korea Investment CORP | 294,383 | $13.0M | 0.03% | +7,997+2.8% | Added |
| Capital International Inc | 296,120 | $13.2M | 0.10% | −19,389−6.1% | Reduced |
| Partners Group Holding AG | 308,100 | $13.7M | 1.01% | +76,149+32.8% | Added |
| Rhumbline Advisers | 314,198 | $14.0M | 0.01% | +1,330+0.4% | Added |
| Susquehanna International Group, LLP | 322,554 | $14.3M | 0.02% | +322,554 | New |
| Marathon Asset Mgmt Ltd | 324,752 | $14.4M | 0.55% | −1,269−0.4% | Reduced |
| SG Americas Securities, LLC | 329,364 | $14.6M | 0.02% | +209,870+175.6% | Added |
| McDonald Capital Investors Inc | 339,035 | $15.1M | 1.03% | −3,749−1.1% | Reduced |
| Guardian Partners Inc. | 341,610 | $15.2M | 1.27% | +1,295+0.4% | Added |
| Montrusco Bolton Investments Inc. | 345,381 | $15.3M | 0.23% | +23,484+7.3% | Added |
| Addenda Capital Inc. | 251,127 | $15.5M | 0.44% | −27,900−10.0% | Reduced |
| Aviva PLC | 351,212 | $15.6M | 0.03% | +9,603+2.8% | Added |
| Guardian Capital LP | 358,646 | $15.9M | 0.42% | +317,945+781.2% | Added |
| Fiera Capital Corp | 371,444 | $16.5M | 0.06% | +41,240+12.5% | Added |
| Van Eck Associates Corp | 376,634 | $16.7M | 0.01% | +181,105+92.6% | Added |
| Great West Life Assurance Co | 381,520 | $16.9M | 0.03% | +40,567+11.9% | Added |
| Citadel Advisors LLC | 384,389 | $17.1M | 0.01% | −2,890,601−88.3% | Reduced |
| Bamco Inc | 398,072 | $17.7M | 0.05% | −586,799−59.6% | Reduced |
| Ci Investments Inc. | 410,270 | $18.2M | 0.09% | −3,188−0.8% | Reduced |
| Portland Investment Counsel Inc. | 422,387 | $18.7M | 6.01% | +1,187+0.3% | Added |
| Nicola Wealth Management Ltd. | 433,758 | $19.3M | 2.31% | +182,000+72.3% | Added |
| Envestnet Asset Management Inc | 451,056 | $20.0M | 0.01% | +79,292+21.3% | Added |
| New York State Common Retirement Fund | 452,300 | $20.1M | 0.03% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 462,385 | $20.6M | 0.00% | +462,385 | New |
| Schroder Investment Management Group | 468,188 | $20.8M | 0.02% | +25,860+5.8% | Added |
| Barclays PLC | 511,409 | $22.7M | 0.01% | +367,620+255.7% | Added |
| GFI Investment Counsel Ltd. | 554,753 | $24.6M | 3.36% | −33,637−5.7% | Reduced |
| AQR Capital Management LLC | 556,572 | $24.7M | 0.01% | +498,323+855.5% | Added |
| MUFG Securities (Canada), Ltd. | 558,805 | $24.8M | 0.71% | −14,748−2.6% | Reduced |
| Quadrature Capital Ltd | 566,600 | $25.1M | 0.30% | +268,600+90.1% | Added |
| Sather Financial Group Inc | 571,709 | $25.4M | 1.56% | +88,969+18.4% | Added |
| Broad Run Investment Management, LLC | 603,637 | $26.8M | 4.73% | +200,281+49.7% | Added |
| Wells Fargo & Company | 645,817 | $28.7M | 0.01% | +143,700+28.6% | Added |
| UBS Group AG | 654,494 | $29.1M | 0.01% | +86,714+15.3% | Added |
| Caisse de Depot Et Placement du Quebec | 692,000 | $30.7M | 0.05% | +692,000 | New |
| Amundi | 704,295 | $31.3M | 0.01% | +231,401+48.9% | Added |
| Vanguard Asset Management, Ltd | 774,337 | $34.4M | 0.03% | +774,337 | New |
| Deutsche Bank AG | 791,866 | $35.2M | 0.01% | −95,066−10.7% | Reduced |
| Jones Financial Companies LLLP | 823,068 | $35.5M | 0.02% | +816,294+12,050.4% | Added |
| 1832 Asset Management L.P. | 807,922 | $35.9M | 0.05% | +25,686+3.3% | Added |
| HRT Financial LP | 830,455 | $36.9M | 0.09% | +810,519+4,065.6% | Added |
| Natixis Advisors, L.P. | 839,341 | $37.3M | 0.05% | −198,229−19.1% | Reduced |
| CI Private Wealth, LLC | 901,305 | $40.3M | 0.06% | −486,070−35.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 925,344 | $40.8M | 0.15% | +152,821+19.8% | Added |
| Fenimore Asset Management Inc | 917,899 | $40.8M | 0.91% | −19,988−2.1% | Reduced |
| British Columbia Investment Management Corp | 923,700 | $41.1M | 0.24% | −939,022−50.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 942,000 | $41.9M | 0.07% | +142,000+17.8% | Added |
| Bank of New York Mellon Corp | 1,007,645 | $44.8M | 0.01% | −35,164−3.4% | Reduced |
| Nuveen, LLC | 1,042,511 | $46.3M | 0.01% | −6,819−0.6% | Reduced |
| Northern Trust Corp | 1,053,775 | $46.8M | 0.01% | +13,337+1.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,058,073 | $47.1M | 0.11% | −2,519,671−70.4% | Reduced |
| Renaissance Technologies LLC | 1,103,325 | $49.0M | 0.08% | +815,800+283.7% | Added |
| First Manhattan Co | 1,107,045 | $49.1M | 0.14% | −4,877−0.4% | Reduced |
| JPMorgan Chase & Co | 1,552,064 | $67.0M | 0.00% | +72,026+4.9% | Added |
| Invesco Ltd. | 1,605,859 | $71.4M | 0.01% | −76,949−4.6% | Reduced |
| Intact Investment Management Inc. | 1,661,168 | $73.8M | 2.10% | +878,610+112.3% | Added |
| Madison Asset Management, LLC | 1,675,100 | $74.5M | 0.92% | −126,374−7.0% | Reduced |
| Toronto Dominion Bank | 1,717,088 | $76.3M | 0.15% | −12,563−0.7% | Reduced |
| Jane Street Group, LLC | 1,878,781 | $83.5M | 0.09% | +1,861,916+11,040.1% | Added |
| Scotia Capital Inc. | 1,930,397 | $85.2M | 0.35% | +667,518+52.9% | Added |
| D. E. Shaw & Co., Inc. | 1,958,552 | $87.1M | 0.07% | +568,862+40.9% | Added |
| Douglass Winthrop Advisors, LLC | 2,109,243 | $93.5M | 1.71% | −172,994−7.6% | Reduced |
| Canada Pension Plan Investment Board | 2,171,892 | $96.6M | 0.06% | −350,478−13.9% | Reduced |