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 |
|---|---|---|---|---|---|
| Storgate, LLC | 7,030 | $312.5K | 0.25% | +113+1.6% | Added |
| PFG Investments, LLC | 6,895 | $306.5K | 0.01% | +6,895 | New |
| Stamos Capital Partners, L.P. | 6,851 | $304.5K | 0.05% | +6,851 | New |
| Snowden Capital Advisors LLC | 6,797 | $301.3K | 0.01% | +436+6.9% | Added |
| Heritage Wealth Advisors | 6,648 | $295.5K | 0.01% | 00.0% | Unchanged |
| Summerhill Capital Management lnc. | 6,652 | $295.2K | 0.26% | +6,652 | New |
| Sterling Capital Management LLC | 6,594 | $293.1K | 0.01% | −2,235−25.3% | Reduced |
| Principal Street Partners, LLC | 6,544 | $290.9K | 0.05% | +153+2.4% | Added |
| First Trust Advisors LP | 6,507 | $289.2K | 0.00% | −116,166−94.7% | Reduced |
| Proficio Capital Partners LLC | 6,483 | $288.2K | 0.02% | +44+0.7% | Added |
| Brighton Jones LLC | 6,398 | $284.4K | 0.01% | +6,398 | New |
| Western Wealth Management, LLC | 6,309 | $280.4K | 0.01% | +6,309 | New |
| Lester Murray Antman dba SimplyRich | 6,254 | $277.0K | 0.07% | −4−0.1% | Reduced |
| Moors & Cabot, Inc. | 6,191 | $275.2K | 0.01% | +540+9.6% | Added |
| Stratos Wealth Partners, LTD. | 6,132 | $272.6K | 0.00% | +1,430+30.4% | Added |
| Callan Family Office, LLC | 6,033 | $268.2K | 0.01% | +6,033 | New |
| Berkshire Asset Management LLC | 5,926 | $263.4K | 0.01% | +50+0.9% | Added |
| Kestra Advisory Services, LLC | 5,895 | $262.0K | 0.00% | −406−6.4% | Reduced |
| NBC Securities, Inc. | 5,860 | $260.5K | 0.02% | +75+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,730 | $257.3K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,739 | $255.1K | 0.00% | +344+6.4% | Added |
| Empowered Funds, LLC | 5,739 | $255.1K | 0.00% | +5,739 | New |
| RMB Capital Management, LLC | 5,727 | $254.6K | 0.00% | −1,282−18.3% | Reduced |
| Whetstone Capital Advisors, LLC | 5,721 | $254.3K | 0.10% | +5,721 | New |
| Morse Asset Management, Inc | 5,677 | $252.3K | 0.05% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 5,673 | $252.2K | 0.09% | 00.0% | Unchanged |
| Northwest Financial Advisors | 5,657 | $251.5K | 0.49% | −237−4.0% | Reduced |
| Searle & Co. | 5,662 | $251.0K | 0.06% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,637 | $250.6K | 0.21% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,577 | $247.9K | 0.01% | +333+6.4% | Added |
| Walleye Capital LLC | 5,455 | $242.5K | 0.00% | +5,437+30,205.6% | Added |
| Clifford Swan Investment Counsel LLC | 5,430 | $241.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 5,389 | $239.2K | 0.00% | +946+21.3% | Added |
| Frec Markets, Inc. | 5,367 | $238.6K | 0.04% | +5,367 | New |
| SeaBridge Investment Advisors LLC | 5,289 | $235.1K | 0.04% | +23+0.4% | Added |
| Umb Bank N A | 5,275 | $234.5K | 0.00% | −7,337−58.2% | Reduced |
| Signaturefd, LLC | 5,252 | $233.5K | 0.00% | −2,913−35.7% | Reduced |
| Athena Wealth Management, LLC | 5,251 | $233.4K | 0.19% | +776+17.3% | Added |
| Strategic Wealth Partners, Ltd. | 5,236 | $232.7K | 0.02% | 00.0% | Unchanged |
| Baker Boyer National Bank | 5,200 | $231.1K | 0.07% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 5,153 | $229.1K | 0.04% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 5,136 | $228.3K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,130 | $228.0K | 0.01% | +8+0.2% | Added |
| Crescent Grove Advisors, LLC | 5,100 | $226.7K | 0.02% | +300+6.3% | Added |
| Moseley Investment Management Inc | 5,058 | $224.8K | 0.07% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,037 | $223.9K | 0.00% | −110−2.1% | Reduced |
| Venturi Wealth Management, LLC | 5,024 | $223.3K | 0.01% | +760+17.8% | Added |
| Heritage Investors Management Corp | 4,948 | $220.0K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,941 | $219.6K | 0.00% | −282−5.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,906 | $218.1K | 0.00% | +240+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 4,867 | $216.3K | 0.06% | +51+1.1% | Added |
| Laurus Investment Counsel Inc. | 4,827 | $214.6K | 0.21% | 00.0% | Unchanged |
| Commerce Bank | 4,814 | $214.0K | 0.00% | +4,814 | New |
| Skopos Labs, Inc. | 4,786 | $212.7K | 0.01% | −1,759−26.9% | Reduced |
| Huntington National Bank | 4,761 | $211.6K | 0.00% | +2,315+94.6% | Added |
| Jefferies Financial Group Inc. | 4,576 | $203.4K | 0.00% | −432,402−99.0% | Reduced |
| We Are One Seven, LLC | 4,529 | $201.3K | 0.00% | +34+0.8% | Added |
| Compass Ion Advisors, LLC | 4,529 | $201.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,360 | $193.8K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,824 | $168.8K | 0.00% | +516+15.6% | Added |
| Parallel Advisors, LLC | 3,650 | $162.2K | 0.00% | +1,321+56.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,446 | $153.2K | 0.00% | +3,446 | New |
| IFG Advisory, LLC | 3,415 | $151.8K | 0.44% | +3,415 | New |
| Pacer Advisors, Inc. | 3,023 | $134.0K | 0.00% | +84+2.9% | Added |
| Centiva Capital, LP | 2,888 | $128.4K | 0.01% | +2,888 | New |
| Quent Capital, LLC | 2,768 | $122.9K | 0.01% | +1,692+157.2% | Added |
| Public Employees Retirement Association of Colorado | 2,606 | $116.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,550 | $113.3K | 0.00% | +1,521+147.8% | Added |
| Farmers & Merchants Investments Inc | 2,519 | $112.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,389 | $106.2K | 0.01% | +2,345+5,329.5% | Added |
| AdvisorNet Financial, Inc | 2,325 | $103.3K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 2,307 | $102.5K | 0.03% | +2,245+3,621.0% | Added |
| SBI Securities Co., Ltd. | 2,296 | $102.1K | 0.00% | −186−7.5% | Reduced |
| Smartleaf Asset Management LLC | 2,199 | $94.9K | 0.00% | −348−13.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,114 | $93.9K | 0.00% | −277−11.6% | Reduced |
| Birchwood Financial Partners, Inc. | 2,102 | $93.4K | 0.09% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,097 | $93.2K | 0.01% | −4−0.2% | Reduced |
| Solstein Capital, LLC | 2,066 | $91.8K | 0.04% | +2,066 | New |
| TIAA Wealth Investment Management LLC | 2,036 | $90.5K | 0.00% | +2,036 | New |
| GAMMA Investing LLC | 1,999 | $88.9K | 0.00% | +313+18.6% | Added |
| GoalVest Advisory LLC | 1,990 | $88.5K | 0.02% | −190−8.7% | Reduced |
| Wolverine Asset Management LLC | 1,973 | $87.7K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 1,685 | $87.2K | 0.05% | +1,280+316.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,926 | $85.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,788 | $79.5K | 0.00% | −5,755−76.3% | Reduced |
| Covestor Ltd | 1,770 | $79.0K | 0.05% | −1,273−41.8% | Reduced |
| DAGCO, Inc. | 1,765 | $78.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,709 | $76.0K | 0.00% | +793+86.6% | Added |
| Anchor Investment Management, LLC | 1,647 | $73.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,599 | $71.1K | 0.00% | +530+49.6% | Added |
| Cromwell Holdings LLC | 1,591 | $70.7K | 0.04% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,579 | $70.0K | 0.00% | +1,579 | New |
| Hanson & Doremus Investment Management | 1,548 | $69.0K | 0.01% | +250+19.3% | Added |
| Versant Capital Management, Inc | 1,551 | $68.8K | 0.01% | −1,150−42.6% | Reduced |
| Financial Perspectives, Inc | 1,544 | $68.6K | 0.02% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 1,529 | $68.0K | 0.01% | +173+12.8% | Added |
| Addison Advisors LLC | 1,524 | $67.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,448 | $64.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,422 | $63.0K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,402 | $62.2K | 0.01% | 00.0% | Unchanged |