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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 264,463 | $11.8M | 0.00% | −2,792−1.0% | Reduced |
| Baskin Financial Services Inc. | 259,649 | $11.5M | 0.95% | −8,203−3.1% | Reduced |
| Liontrust Investment Partners LLP | 251,090 | $11.2M | 0.19% | +251,090 | New |
| Wellington Management Group LLP | 248,702 | $11.1M | 0.00% | −23,156−8.5% | Reduced |
| Tocqueville Asset Management L.P. | 241,316 | $10.7M | 0.16% | −2,295−0.9% | Reduced |
| Janney Montgomery Scott LLC | 240,459 | $10.7M | 0.03% | −2,136−0.9% | Reduced |
| Capital International Sarl | 221,898 | $9.86M | 0.16% | −43,026−16.2% | Reduced |
| Agf Management Ltd | 216,253 | $9.70M | 0.04% | −1,264,216−85.4% | Reduced |
| Price T Rowe Associates Inc | 216,280 | $9.62M | 0.00% | +23,188+12.0% | Added |
| State Board of Administration of Florida Retirement System | 213,561 | $9.49M | 0.02% | +4,867+2.3% | Added |
| Public Employees Retirement System of Ohio | 211,501 | $9.40M | 0.03% | −1,006−0.5% | Reduced |
| Millennium Management LLC | 211,358 | $9.39M | 0.01% | −400,069−65.4% | Reduced |
| Stifel Financial Corp | 209,513 | $9.31M | 0.01% | −200−0.1% | Reduced |
| State of Tennessee, Treasury Department | 206,114 | $9.13M | 0.03% | +6,400+3.2% | Added |
| Vanguard Investments Australia, Ltd. | 202,601 | $9.01M | 0.03% | +202,601 | New |
| UBS Asset Management Americas Inc | 198,723 | $8.83M | 0.00% | +3,075+1.6% | Added |
| APG Asset Management N.V. | 229,334 | $8.82M | 0.03% | +1,181+0.5% | Added |
| SEI Investments Co | 195,489 | $8.69M | 0.01% | +75,814+63.3% | Added |
| Blue Zone Wealth Advisors, LLC | 193,206 | $8.59M | 1.75% | +12,157+6.7% | Added |
| Horizon Kinetics Asset Management LLC | 189,571 | $8.43M | 0.09% | −902−0.5% | Reduced |
| Alliancebernstein L.P. | 150,303 | $7.87M | 0.00% | −150.0% | Reduced |
| Motley Fool Asset Management LLC | 176,648 | $7.85M | 0.34% | −8,184−4.4% | Reduced |
| Clearbridge Investments, LLC | 176,622 | $7.85M | 0.01% | +81,270+85.2% | Added |
| Woodmont Investment Counsel LLC | 173,492 | $7.71M | 0.48% | +32,614+23.2% | Added |
| Citigroup Inc | 169,144 | $7.50M | 0.00% | −11,278−6.3% | Reduced |
| Summitry LLC | 167,381 | $7.44M | 0.26% | +5,291+3.3% | Added |
| Treasurer of the State of North Carolina | 163,701 | $7.28M | 0.02% | +3,487+2.2% | Added |
| Laffer Tengler Investments | 162,520 | $7.22M | 1.07% | +3,571+2.2% | Added |
| Canoe Financial LP | 162,000 | $7.20M | 0.10% | +162,000 | New |
| Franklin Resources Inc | 160,473 | $7.14M | 0.00% | +33,567+26.5% | Added |
| STRS Ohio | 157,526 | $6.99M | 0.03% | −139,217−46.9% | Reduced |
| Pictet Asset Management Holding SA | 156,969 | $6.96M | 0.01% | −4,902−3.0% | Reduced |
| Compagnie Lombard Odier SCmA | 144,725 | $6.43M | 0.08% | −313,800−68.4% | Reduced |
| MAI Capital Management | 139,543 | $6.20M | 0.04% | +10,004+7.7% | Added |
| Creative Planning | 138,729 | $6.17M | 0.00% | −10,803−7.2% | Reduced |
| State of Wisconsin Investment Board | 129,182 | $5.73M | 0.01% | −14,700−10.2% | Reduced |
| Skba Capital Management LLC | 118,600 | $5.27M | 0.72% | 00.0% | Unchanged |
| Capital International Ltd | 117,919 | $5.24M | 0.19% | −28,918−19.7% | Reduced |
| Cerity Partners LLC | 114,734 | $5.10M | 0.01% | +65,347+132.3% | Added |
| Russell Investments Group, Ltd. | 115,175 | $5.09M | 0.01% | −1,070−0.9% | Reduced |
| Smith, Salley & Associates | 113,111 | $5.03M | 0.25% | +422+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 106,555 | $4.72M | 0.01% | +2,652+2.6% | Added |
| Woodbridge Co Ltd | 103,216 | $4.59M | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 103,135 | $4.58M | 0.13% | +4,275+4.3% | Added |
| Alberta Investment Management Corp | 101,035 | $4.49M | 0.03% | −430,132−81.0% | Reduced |
| Colonial Trust Advisors | 99,437 | $4.42M | 0.34% | +1,776+1.8% | Added |
| Motley Fool Wealth Management, LLC | 98,935 | $4.40M | 0.50% | −55,296−35.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 97,691 | $4.33M | 0.02% | +1,623+1.7% | Added |
| XTX Topco Ltd | 96,000 | $4.27M | 0.07% | +66,177+221.9% | Added |
| Azimuth Capital Investment Management LLC | 95,613 | $4.25M | 0.16% | +2,671+2.9% | Added |
| HighTower Advisors, LLC | 94,097 | $4.18M | 0.00% | −132,040−58.4% | Reduced |
| West Bancorporation Inc | 93,091 | $4.14M | 2.06% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 89,766 | $3.99M | 0.08% | −4,362−4.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 88,947 | $3.95M | 0.11% | +1,570+1.8% | Added |
| Swiss Life Asset Management Ltd | 87,678 | $3.90M | 0.02% | +14,731+20.2% | Added |
| Mariner, LLC | 85,303 | $3.79M | 0.00% | +43,557+104.3% | Added |
| Steward Partners Investment Advisory, LLC | 84,616 | $3.76M | 0.02% | +1,955+2.4% | Added |
| Harvest Portfolios Group Inc. | 84,348 | $3.75M | 0.06% | +24,468+40.9% | Added |
| Marks Group Wealth Management, Inc | 83,825 | $3.73M | 0.36% | −35,486−29.7% | Reduced |
| Segall Bryant & Hamill, LLC | 81,933 | $3.64M | 0.05% | −263,349−76.3% | Reduced |
| Schwartz Investment Counsel Inc | 81,177 | $3.61M | 0.13% | +1,023+1.3% | Added |
| Intech Investment Management LLC | 81,132 | $3.60M | 0.04% | +63,159+351.4% | Added |
| Assenagon Asset Management S.A. | 81,075 | $3.59M | 0.01% | +70,799+689.0% | Added |
| DekaBank Deutsche Girozentrale | 79,236 | $3.58M | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 80,257 | $3.57M | 0.16% | +19,133+31.3% | Added |
| JCIC Asset Management Inc. | 79,918 | $3.55M | 1.09% | +673+0.8% | Added |
| Colony Group, LLC | 76,051 | $3.38M | 0.00% | +9,509+14.3% | Added |
| Hillsdale Investment Management Inc. | 75,870 | $3.37M | 0.09% | −180,425−70.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 75,426 | $3.35M | 0.09% | +29,347+63.7% | Added |
| Mizuho Markets Americas LLC | 75,000 | $3.33M | 0.09% | 00.0% | Unchanged |
| American Century Companies Inc | 74,593 | $3.32M | 0.00% | +19,122+34.5% | Added |
| Brown Advisory Inc | 74,588 | $3.32M | 0.01% | −5,272−6.6% | Reduced |
| Two Sigma Investments, LP | 73,774 | $3.28M | 0.00% | +73,774 | New |
| Machina Capital S.A.S. | 73,698 | $3.28M | 0.64% | +39,213+113.7% | Added |
| Ameriprise Financial Inc | 68,922 | $3.20M | 0.00% | −207,547−75.1% | Reduced |
| Lincluden Management Ltd | 70,083 | $3.16M | 0.34% | +70,083 | New |
| FORA Capital, LLC | 71,073 | $3.16M | 0.23% | +57,548+425.5% | Added |
| New South Capital Management Inc | 70,669 | $3.14M | 0.15% | −7,396−9.5% | Reduced |
| Rathbone Brothers plc | 70,118 | $3.11M | 0.01% | +8,411+13.6% | Added |
| Janus Henderson Group PLC | 69,793 | $3.10M | 0.00% | −3,355−4.6% | Reduced |
| Tritonpoint Wealth, LLC | 65,015 | $2.89M | 0.31% | +1,040+1.6% | Added |
| Timelo Investment Management Inc. | 65,000 | $2.89M | 3.96% | +65,000 | New |
| Mn Services Vermogensbeheer B.V. | 65,100 | $2.88M | 0.02% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 64,883 | $2.88M | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 64,834 | $2.88M | 0.00% | +13,597+26.5% | Added |
| Aster Capital Management (DIFC) Ltd | 58,290 | $2.82M | 0.92% | +55,971+2,413.6% | Added |
| Private Management Group Inc | 63,479 | $2.82M | 0.08% | −1,430−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 57,572 | $2.79M | 0.06% | +619+1.1% | Added |
| Utah Retirement Systems | 62,071 | $2.75M | 0.03% | −1,032−1.6% | Reduced |
| Asset Management One Co.,Ltd. | 61,925 | $2.75M | 0.01% | 00.0% | Unchanged |
| USS Investment Management Ltd | 61,561 | $2.73M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 61,397 | $2.73M | 0.01% | +3,989+6.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 59,078 | $2.63M | 0.02% | +352+0.6% | Added |
| Kirr Marbach & Co LLC | 58,858 | $2.62M | 0.48% | +7,362+14.3% | Added |
| LPL Financial LLC | 55,756 | $2.48M | 0.00% | −21,314−27.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 55,196 | $2.45M | 0.72% | −360−0.6% | Reduced |
| Davidson Kahn Capital Management, LLC | 54,621 | $2.43M | 1.29% | +359+0.7% | Added |
| The PNC Financial Services Group, Inc. | 54,570 | $2.43M | 0.00% | +1,755+3.3% | Added |
| NewGen Asset Management Ltd | 54,000 | $2.40M | 1.46% | −46,000−46.0% | Reduced |
| Investment Management Corp of Ontario | 53,633 | $2.38M | 0.03% | +7,500+16.3% | Added |