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 |
|---|---|---|---|---|---|
| Sciencast Management LP | 51,850 | $2.30M | 0.29% | +51,850 | New |
| Blue Sky Capital Consultants Group, Inc. | 51,811 | $2.30M | 1.10% | −3,723−6.7% | Reduced |
| Gold Investment Management Ltd. | 51,522 | $2.29M | 0.71% | +1,366+2.7% | Added |
| Tealwood Asset Management Inc | 51,448 | $2.29M | 1.04% | +51,448 | New |
| Northwest & Ethical Investments L.P. | 51,092 | $2.27M | 0.05% | −94,280−64.9% | Reduced |
| Squarepoint Ops LLC | 50,897 | $2.26M | 0.00% | +50,897 | New |
| Tacita Capital Inc | 48,820 | $2.16M | 1.28% | −6,511−11.8% | Reduced |
| Clearstead Advisors, LLC | 45,427 | $2.02M | 0.02% | +1,580+3.6% | Added |
| Generali Asset Management SPA SGR | 32,238 | $1.99M | 0.04% | +21,019+187.4% | Added |
| Lipe & Dalton | 44,804 | $1.99M | 1.04% | +213+0.5% | Added |
| Live Oak Private Wealth LLC | 43,133 | $1.92M | 0.27% | −261−0.6% | Reduced |
| Strategic Advisors LLC | 43,072 | $1.91M | 0.32% | +832+2.0% | Added |
| Capula Management Ltd | 37,800 | $1.90M | 0.02% | −53,052−58.4% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 42,610 | $1.89M | 0.02% | −7,500−15.0% | Reduced |
| Van Den Berg Management I, Inc | 42,080 | $1.87M | 0.43% | +13,949+49.6% | Added |
| Moerus Capital Management LLC | 41,318 | $1.84M | 0.68% | 00.0% | Unchanged |
| Axq Capital, LP | 40,959 | $1.82M | 0.23% | +40,959 | New |
| Xponance, Inc. | 40,942 | $1.82M | 0.01% | +8,322+25.5% | Added |
| Rezny Wealth Management, Inc. | 40,913 | $1.82M | 0.39% | +2,259+5.8% | Added |
| Uniplan Investment Counsel, Inc. | 40,365 | $1.79M | 0.18% | +23,533+139.8% | Added |
| AIA Group Ltd | 40,263 | $1.79M | 0.03% | −21,372−34.7% | Reduced |
| BNP Paribas | 40,429 | $1.79M | 0.06% | −7,203−15.1% | Reduced |
| Sprott Inc. | 38,393 | $1.71M | 0.05% | +4,081+11.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,167 | $1.70M | 0.00% | +29,796+355.9% | Added |
| Ieq Capital, LLC | 37,965 | $1.69M | 0.01% | +27,736+271.2% | Added |
| Colonial Trust Co | 36,528 | $1.62M | 0.22% | +1,507+4.3% | Added |
| Tandem Capital Management Corp | 35,842 | $1.59M | 0.80% | −1,222−3.3% | Reduced |
| Avanza Fonder AB | 25,249 | $1.56M | 0.04% | 00.0% | Unchanged |
| SIG North Trading, ULC | 34,775 | $1.55M | 0.31% | −25,296−42.1% | Reduced |
| CWM, LLC | 33,887 | $1.51M | 0.00% | +22,342+193.5% | Added |
| Rockefeller Capital Management L.P. | 33,635 | $1.50M | 0.00% | −23−0.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,030 | $1.47M | 0.00% | +3,678+12.5% | Added |
| Ervin Investment Management, LLC | 32,941 | $1.46M | 0.86% | −96−0.3% | Reduced |
| Adalta Capital Management LLC | 31,471 | $1.40M | 0.67% | −10,707−25.4% | Reduced |
| JustInvest LLC | 30,984 | $1.38M | 0.01% | −3,295−9.6% | Reduced |
| Bridgewater Associates, LP | 30,379 | $1.35M | 0.01% | +30,379 | New |
| Wealth Enhancement Advisory Services, LLC | 30,148 | $1.34M | 0.00% | +872+3.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 29,236 | $1.30M | 0.22% | −4,443−13.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,193 | $1.30M | 0.01% | −130,025−81.7% | Reduced |
| Radnor Capital Management, LLC | 28,739 | $1.28M | 0.19% | +500+1.8% | Added |
| M&T Bank Corp | 28,417 | $1.26M | 0.00% | −497−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 28,248 | $1.26M | 0.00% | +648+2.3% | Added |
| BNP Paribas Arbitrage, SA | 27,538 | $1.22M | 0.00% | +4,215+18.1% | Added |
| BCV Asset Management Inc. | 27,456 | $1.22M | 0.04% | −26,813−49.4% | Reduced |
| Cumberland Partners Ltd | 27,310 | $1.21M | 0.09% | −71,205−72.3% | Reduced |
| Spears Abacus Advisors LLC | 26,396 | $1.17M | 0.02% | −9,195−25.8% | Reduced |
| Timber Creek Capital Management LLC | 25,917 | $1.15M | 0.28% | −73−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 25,553 | $1.14M | 0.01% | −24−0.1% | Reduced |
| Advisors Asset Management, Inc. | 25,221 | $1.12M | 0.02% | +2,529+11.1% | Added |
| Castle Rock Wealth Management, LLC | 25,093 | $1.12M | 0.24% | +1,380+5.8% | Added |
| Mercer Global Advisors Inc | 24,976 | $1.11M | 0.00% | +13,591+119.4% | Added |
| Virtu Financial LLC | 24,903 | $1.11M | 0.05% | +24,903 | New |
| Northwestern Mutual Wealth Management Co | 24,880 | $1.11M | 0.00% | +4,841+24.2% | Added |
| Diversify Wealth Management, LLC | 23,910 | $1.10M | 0.02% | +5,688+31.2% | Added |
| Maridea Wealth Management LLC | 24,351 | $1.08M | 0.16% | +5,681+30.4% | Added |
| Bridges Investment Management Inc | 24,248 | $1.08M | 0.01% | +6,960+40.3% | Added |
| NBT Bank N A | 23,838 | $1.06M | 0.07% | −1,339−5.3% | Reduced |
| PDT Partners, LLC | 23,600 | $1.05M | 0.06% | +23,600 | New |
| Ancora Advisors, LLC | 23,173 | $1.03M | 0.02% | −129−0.6% | Reduced |
| Summit Trail Advisors, LLC | 22,672 | $1.01M | 0.01% | +3,678+19.4% | Added |
| Amalgamated Bank | 22,595 | $1.00M | 0.01% | −819−3.5% | Reduced |
| 2Xideas AG | 22,527 | $998.2K | 0.39% | −48,840−68.4% | Reduced |
| Westerkirk Capital Inc. | 22,400 | $995.7K | 0.11% | +1,900+9.3% | Added |
| Pathstone Holdings, LLC | 22,372 | $994.5K | 0.00% | −3,284−12.8% | Reduced |
| Qsemble Capital Management, LP | 22,280 | $990.3K | 0.08% | +22,280 | New |
| US Bancorp | 22,151 | $984.6K | 0.00% | +1,541+7.5% | Added |
| Natixis | 21,156 | $940.4K | 0.00% | −983−4.4% | Reduced |
| Blue Fin Capital, Inc. | 20,984 | $932.8K | 0.15% | −83−0.4% | Reduced |
| California State Teachers Retirement System | 20,959 | $931.6K | 0.00% | −2,841−11.9% | Reduced |
| Henshaw Capital LLC | 20,600 | $915.7K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 20,592 | $915.3K | 0.02% | −5,601−21.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,554 | $913.6K | 0.00% | +3,151+18.1% | Added |
| Commonwealth Equity Services, LLC | 20,404 | $907.0K | 0.00% | −15,190−42.7% | Reduced |
| Lincoln Capital LLC | 20,260 | $899.8K | 0.17% | −2,547−11.2% | Reduced |
| Ensign Peak Advisors, Inc | 20,069 | $889.4K | 0.00% | −2,300−10.3% | Reduced |
| Greenland Capital Management LP | 20,000 | $889.0K | 0.18% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 19,957 | $887.1K | 0.12% | −514−2.5% | Reduced |
| Apollon Wealth Management, LLC | 19,898 | $884.4K | 0.01% | +767+4.0% | Added |
| Baird Financial Group, Inc. | 19,798 | $880.1K | 0.00% | +512+2.7% | Added |
| Voya Investment Management LLC | 19,202 | $853.5K | 0.00% | −1,303−6.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,921 | $841.0K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,704 | $831.4K | 0.05% | −123−0.7% | Reduced |
| Maryland State Retirement & Pension System | 18,585 | $826.1K | 0.02% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 18,417 | $818.7K | 0.15% | −61−0.3% | Reduced |
| CIBC Bancorp USA Inc. | 18,206 | $809.3K | 0.00% | +18,206 | New |
| Advisor Group Holdings, Inc. | 17,930 | $795.9K | 0.00% | −223−1.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,900 | $795.7K | 0.00% | +17,900 | New |
| Demars Financial Group, LLC | 17,740 | $788.5K | 0.26% | +17,740 | New |
| Captrust Financial Advisors | 17,527 | $779.0K | 0.00% | +6,677+61.5% | Added |
| Foundations Investment Advisors, LLC | 17,037 | $757.3K | 0.01% | −128−0.7% | Reduced |
| Copeland Capital Management, LLC | 17,004 | $755.9K | 0.02% | −597−3.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,774 | $745.6K | 0.02% | +4,297+34.4% | Added |
| Weiss Asset Management LP | 16,320 | $725.4K | 0.01% | +16,320 | New |
| Chemistry Wealth Management LLC | 16,253 | $722.4K | 0.13% | −267−1.6% | Reduced |
| Midway Capital Research & Management | 16,104 | $715.8K | 0.67% | +284+1.8% | Added |
| Geneos Wealth Management Inc. | 16,069 | $714.3K | 0.02% | −13−0.1% | Reduced |
| Park Avenue Securities LLC | 16,018 | $710.0K | 0.01% | −1,495−8.5% | Reduced |
| Gabelli Funds LLC | 15,724 | $698.9K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 15,705 | $698.3K | 0.01% | +614+4.1% | Added |
| Alps Advisors Inc | 15,690 | $697.4K | 0.00% | −1,725−9.9% | Reduced |