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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,370 | $60.9K | 0.00% | +107+8.5% | Added |
| Larson Financial Group LLC | 1,320 | $58.7K | 0.00% | +10+0.8% | Added |
| HM Payson & Co | 1,299 | $57.7K | 0.00% | −1−0.1% | Reduced |
| Root Financial Partners, LLC | 1,283 | $57.0K | 0.00% | +832+184.5% | Added |
| Provenance Wealth Advisors, LLC | 1,124 | $50.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,035 | $49.3K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 1,007 | $44.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,001 | $44.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $44.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 995 | $44.2K | 0.00% | +421+73.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 910 | $40.5K | 0.00% | +63+7.4% | Added |
| Legacy Bridge, LLC | 909 | $40.4K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 893 | $40.0K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 849 | $37.7K | 0.00% | +849 | New |
| GWM Advisors LLC | 844 | $37.5K | 0.00% | −1,047−55.4% | Reduced |
| LOM Asset Management Ltd | 600 | $37.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 816 | $36.3K | 0.00% | +328+67.2% | Added |
| Cary Street Partners Financial LLC | 809 | $36.0K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 797 | $35.4K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 755 | $34.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 731 | $32.5K | 0.00% | −3,454−82.5% | Reduced |
| Assetmark, Inc | 714 | $31.7K | 0.00% | +31+4.5% | Added |
| Harbour Investments, Inc. | 709 | $31.5K | 0.00% | −231−24.6% | Reduced |
| Basecamp Wealth Advisors LLC | 661 | $29.4K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 620 | $29.1K | 0.01% | +620 | New |
| Banque Transatlantique SA | 600 | $26.7K | 0.00% | +600 | New |
| Mountain Hill Investment Partners Corp. | 597 | $26.5K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 587 | $26.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 575 | $25.6K | 0.00% | −521−47.5% | Reduced |
| Union Bancaire Privee, UBP SA | 776 | $25.4K | 0.00% | −9,832−92.7% | Reduced |
| CoreCap Advisors, LLC | 571 | $25.4K | 0.00% | +5+0.9% | Added |
| TD Private Client Wealth LLC | 550 | $24.4K | 0.00% | −570−50.9% | Reduced |
| Atlantic Trust, LLC | 523 | $23.2K | 0.00% | −261−33.3% | Reduced |
| Innovative Asset Advisors Group, LLC | 500 | $22.2K | 0.01% | +500 | New |
| Hara Capital LLC | 451 | $20.0K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 407 | $18.1K | 0.00% | +41+11.2% | Added |
| Community Bank, N.A. | 382 | $17.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 380 | $16.9K | 0.00% | +3+0.8% | Added |
| Owl Creek Wealth Partners LLC | 350 | $15.6K | 0.01% | +350 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 348 | $15.5K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 338 | $15.0K | 0.00% | +338 | New |
| First Command Advisory Services, Inc. | 327 | $14.5K | 0.00% | +159+94.6% | Added |
| Asset Dedication, LLC | 306 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 305 | $13.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 304 | $13.5K | 0.00% | +15+5.2% | Added |
| Bell Investment Advisors, Inc | 294 | $13.1K | 0.00% | +223+314.1% | Added |
| LRI Investments, LLC | 291 | $12.9K | 0.00% | +291 | New |
| True Wealth Design, LLC | 289 | $12.8K | 0.00% | +282+4,028.6% | Added |
| Transamerica Financial Advisors, Inc. | 272 | $12.1K | 0.00% | −167−38.0% | Reduced |
| Gilpin Wealth Management, LLC | 272 | $12.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 262 | $11.6K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 253 | $11.2K | 0.00% | +247+4,116.7% | Added |
| Motco | 248 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 241 | $11.0K | 0.00% | +234+3,342.9% | Added |
| Prestige Wealth Management Group LLC | 240 | $10.7K | 0.00% | −91−27.5% | Reduced |
| Fortitude Family Office, LLC | 207 | $9.20K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 207 | $9.18K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 190 | $8.45K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 187 | $8.31K | 0.01% | −39−17.3% | Reduced |
| Costello Asset Management, INC | 176 | $7.82K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 177 | $7.80K | 0.00% | +170+2,428.6% | Added |
| Boreal Capital Management LLC | 175 | $7.78K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 159 | $7.07K | 0.00% | +2+1.3% | Added |
| CVA Family Office, LLC | 159 | $7.07K | 0.00% | +27+20.5% | Added |
| Beacon Investment Advisory Services, Inc. | 157 | $6.98K | 0.00% | +157 | New |
| Delta Asset Management LLC | 155 | $6.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 153 | $6.80K | 0.01% | +57+59.4% | Added |
| Richardson Financial Services Inc. | 150 | $6.67K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 146 | $6.49K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 136 | $6.03K | 0.00% | +2+1.5% | Added |
| JNBA Financial Advisors | 129 | $5.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 121 | $5.38K | 0.00% | +121 | New |
| Cornerstone Planning Group LLC | 97 | $4.70K | 0.00% | −18−15.7% | Reduced |
| Ares Financial Consulting, LLC | 105 | $4.63K | 0.00% | +105 | New |
| Triumph Capital Management | 100 | $4.45K | 0.00% | +93+1,328.6% | Added |
| Flagship Wealth Advisors, LLC | 80 | $4.42K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 89 | $3.96K | 0.00% | +89 | New |
| Fortis Group Advisors, LLC | 84 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 81 | $3.60K | 0.00% | −18−18.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $3.56K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 79 | $3.51K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 76 | $3.37K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 75 | $3.33K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 72 | $3.20K | 0.00% | −1−1.4% | Reduced |
| North Star Investment Management Corp. | 68 | $3.02K | 0.00% | +19+38.8% | Added |
| CX Institutional | 57 | $3.00K | 0.00% | +57 | New |
| Robinswood Financial LLC | 66 | $2.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 65 | $2.89K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 62 | $2.75K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 60 | $2.67K | 0.00% | +60 | New |
| SJS Investment Consulting Inc. | 58 | $2.58K | 0.00% | +53+1,060.0% | Added |
| Scarborough Advisors, LLC | 58 | $2.58K | 0.00% | +58 | New |
| UMA Financial Services, Inc. | 57 | $2.53K | 0.00% | −19−25.0% | Reduced |
| Magnolia Wealth Management, LLC | 55 | $2.44K | 0.00% | +55 | New |
| Caitong International Asset Management Co., Ltd | 53 | $2.36K | 0.00% | −160−75.1% | Reduced |
| Hughes Financial Services, LLC | 53 | $2.36K | 0.00% | +9+20.5% | Added |
| Horizon Investments, LLC | 52 | $2.31K | 0.00% | +52 | New |
| Evermay Wealth Management LLC | 51 | $2.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $2.22K | 0.00% | −12−19.4% | Reduced |