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 |
|---|---|---|---|---|---|
| Third View Private Wealth, LLC | 15,677 | $696.9K | 0.10% | +6,462+70.1% | Added |
| Aviso Financial Inc. | 15,571 | $691.6K | 0.02% | −566−3.5% | Reduced |
| Laurion Capital Management LP | 15,500 | $689.0K | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 15,318 | $680.9K | 0.00% | +1,741+12.8% | Added |
| Gateway Investment Advisers LLC | 14,804 | $658.0K | 0.01% | +6,587+80.2% | Added |
| Capital Fund Management S.A. | 14,802 | $657.9K | 0.01% | −8,500−36.5% | Reduced |
| Osmosis Investment Management UK Ltd | 14,795 | $655.5K | 0.02% | +14,795 | New |
| Simplex Trading, LLC | 14,463 | $642.9K | 0.02% | +14,463 | New |
| Carnegie Lake Advisors LLC | 14,301 | $635.7K | 0.25% | 00.0% | Unchanged |
| Chicago Capital, LLC | 14,284 | $634.9K | 0.02% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 14,208 | $631.5K | 0.11% | +880+6.6% | Added |
| Blair William & Co | 14,123 | $627.8K | 0.00% | −10,866−43.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 14,117 | $627.5K | 0.10% | +4,427+45.7% | Added |
| Ritholtz Wealth Management | 13,680 | $608.1K | 0.01% | +8,432+160.7% | Added |
| Warren Averett Asset Management, LLC | 13,656 | $607.0K | 0.00% | +2,347+20.8% | Added |
| Regions Financial Corp | 13,327 | $592.4K | 0.00% | +8,465+174.1% | Added |
| Quadrant Capital Group LLC | 13,110 | $582.7K | 0.02% | −4,551−25.8% | Reduced |
| MML Investors Services, LLC | 13,096 | $582.1K | 0.00% | −8,975−40.7% | Reduced |
| Check Capital Management Inc | 12,954 | $575.8K | 0.04% | +168+1.3% | Added |
| Culbertson A N & Co Inc | 12,916 | $574.1K | 0.07% | −379−2.9% | Reduced |
| St. Louis Trust Co | 12,899 | $573.4K | 0.07% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,740 | $566.3K | 0.01% | +2,452+23.8% | Added |
| Needham Investment Management LLC | 12,570 | $558.7K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 12,517 | $556.4K | 0.01% | +2,855+29.5% | Added |
| MetLife Investment Management | 12,222 | $543.3K | 0.00% | −398−3.2% | Reduced |
| HB Wealth Management, LLC | 12,097 | $537.5K | 0.00% | +2,888+31.4% | Added |
| Pacifica Partners Inc. | 12,061 | $535.2K | 0.18% | +708+6.2% | Added |
| Kraematon Investment Advisors, Inc | 12,016 | $534.1K | 0.43% | −57−0.5% | Reduced |
| Equity Wealth Partners, LLC | 11,956 | $531.4K | 0.34% | −1,327−10.0% | Reduced |
| Bessemer Group Inc | 11,945 | $531.0K | 0.00% | −2,730−18.6% | Reduced |
| TCG Advisory Services, LLC | 11,896 | $528.8K | 0.01% | +1,282+12.1% | Added |
| Private Advisor Group, LLC | 11,815 | $525.2K | 0.00% | −52−0.4% | Reduced |
| TBH Global Asset Management, LLC | 11,783 | $523.8K | 0.11% | −124−1.0% | Reduced |
| Allen Investment Management LLC | 11,759 | $522.7K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 11,652 | $517.9K | 0.16% | −170−1.4% | Reduced |
| Prudential Financial Inc | 11,625 | $516.7K | 0.00% | −1,855−13.8% | Reduced |
| Royal London Asset Management Ltd | 11,492 | $510.8K | 0.00% | 00.0% | Unchanged |
| Prana Capital Management, LP | 11,361 | $505.0K | 0.02% | +11,361 | New |
| Leonteq Securities AG | 11,309 | $502.7K | 0.03% | +5,153+83.7% | Added |
| Corient IA LLC | 11,250 | $500.1K | 0.47% | −1,010−8.2% | Reduced |
| Fiduciary Trust Co | 11,235 | $499.4K | 0.01% | −1,331−10.6% | Reduced |
| Yousif Capital Management, LLC | 11,216 | $498.6K | 0.01% | +122+1.1% | Added |
| North Dakota State Investment Board | 11,052 | $491.3K | 0.02% | −2,411−17.9% | Reduced |
| Gotham Asset Management, LLC | 11,025 | $490.1K | 0.00% | −3,842−25.8% | Reduced |
| Herold Advisors, Inc. | 10,957 | $485.7K | 0.11% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 10,857 | $482.6K | 0.01% | −486−4.3% | Reduced |
| Cresset Asset Management, LLC | 10,784 | $478.2K | 0.00% | +828+8.3% | Added |
| Advisory Services Network, LLC | 10,618 | $472.0K | 0.01% | −221−2.0% | Reduced |
| Worldquant Millennium Advisors LLC | 10,606 | $470.8K | 0.00% | +5,529+108.9% | Added |
| UniSuper Management Pty Ltd | 7,500 | $463.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,314 | $458.4K | 0.00% | +6,300+157.0% | Added |
| Twinbeech Capital LP | 10,264 | $456.2K | 0.05% | +10,264 | New |
| Prospera Financial Services Inc | 10,250 | $455.6K | 0.01% | +10,250 | New |
| United Capital Financial Advisers, LLC | 10,152 | $451.3K | 0.00% | +1,089+12.0% | Added |
| Denali Advisors LLC | 10,100 | $448.9K | 0.05% | +6,113+153.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,063 | $447.3K | 0.03% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 10,053 | $446.9K | 0.07% | +10,053 | New |
| Salvus Wealth Management, LLC | 9,907 | $440.4K | 0.26% | −28−0.3% | Reduced |
| Leavell Investment Management, Inc. | 9,899 | $440.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,755 | $433.6K | 0.01% | +698+7.7% | Added |
| Aigen Investment Management, LP | 6,983 | $431.9K | 0.11% | −4,066−36.8% | Reduced |
| Purpose Unlimited Inc. | 9,680 | $428.4K | 0.02% | +5,287+120.4% | Added |
| SummitTX Capital, L.P. | 9,546 | $424.3K | 0.01% | −2,301−19.4% | Reduced |
| Laird Norton Trust Company, LLC | 9,505 | $422.5K | 0.01% | +4,162+77.9% | Added |
| Metis Global Partners, LLC | 9,487 | $420.4K | 0.01% | −828−8.0% | Reduced |
| Bank of Nova Scotia Trust Co | 9,336 | $415.0K | 0.04% | +4,229+82.8% | Added |
| Griffin Asset Management, Inc. | 9,260 | $411.6K | 0.05% | −5,288−36.3% | Reduced |
| Vise Technologies, Inc. | 7,781 | $407.6K | 0.01% | 00.0% | Unchanged |
| Everett Harris & Co | 9,149 | $406.7K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 9,098 | $404.4K | 0.03% | +9,098 | New |
| Merit Financial Group, LLC | 9,030 | $401.4K | 0.00% | +9,030 | New |
| Neo Ivy Capital Management | 9,023 | $401.1K | 0.11% | +9,023 | New |
| Hunting Hill Global Capital, LLC | 8,999 | $400.0K | 0.48% | −9,847−52.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,997 | $399.9K | 0.05% | −7−0.1% | Reduced |
| Bryn Mawr Trust Co | 8,983 | $399.3K | 0.01% | +1,681+23.0% | Added |
| Carson Advisory Inc. | 8,754 | $389.1K | 0.20% | +700+8.7% | Added |
| Gilbert & Cook, Inc. | 8,683 | $386.0K | 0.05% | +3,409+64.6% | Added |
| Brown Brothers Harriman & Co | 8,514 | $378.4K | 0.00% | +169+2.0% | Added |
| Atomi Financial Group, Inc. | 8,328 | $370.2K | 0.01% | −6,988−45.6% | Reduced |
| Ballentine Partners, LLC | 8,301 | $369.0K | 0.01% | +8,301 | New |
| Bridgefront Capital, LLC | 8,212 | $365.0K | 0.09% | +8,212 | New |
| Victory Capital Management Inc | 8,177 | $363.5K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 8,156 | $362.5K | 0.00% | +2,942+56.4% | Added |
| Cardinal Point Capital Management, ULC | 8,091 | $359.0K | 0.02% | −71−0.9% | Reduced |
| TritonPoint Partners, LLC | 8,004 | $355.8K | 0.13% | +504+6.7% | Added |
| Citizens Financial Group Inc | 7,907 | $351.5K | 0.00% | −1,973−20.0% | Reduced |
| Viewpoint Investment Partners Corp | 7,923 | $348.7K | 0.16% | +7,923 | New |
| Bond & Devick Financial Network, Inc. | 7,700 | $342.3K | 0.10% | +7,700 | New |
| Wulff, Hansen & Co. | 7,687 | $341.7K | 0.35% | −143−1.8% | Reduced |
| Odyssean, LLC | 7,662 | $340.6K | 0.12% | +7,662 | New |
| Rhodes Investment Advisors Inc | 7,648 | $340.0K | 0.29% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,530 | $334.7K | 0.01% | −202−2.6% | Reduced |
| Credit Agricole S A | 7,509 | $333.8K | 0.00% | +113+1.5% | Added |
| K.J. Harrison & Partners Inc | 7,459 | $331.0K | 0.05% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 7,252 | $322.4K | 0.02% | +6,054+505.3% | Added |
| ASR Vermogensbeheer N.V. | 7,212 | $319.6K | 0.00% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,158 | $318.2K | 0.04% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $317.8K | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 7,135 | $317.2K | 0.00% | −2,034−22.2% | Reduced |
| Cigna Investments Inc | 7,101 | $314.0K | 0.05% | −387−5.2% | Reduced |