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 |
|---|---|---|---|---|---|
| VSM Wealth Advisory, LLC | 48 | $2.13K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 46 | $2.04K | 0.00% | +46 | New |
| Johnson Financial Group, Inc. | 45 | $2.00K | 0.00% | −258−85.1% | Reduced |
| JPL Wealth Management, LLC | 42 | $1.87K | 0.00% | +42 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $1.73K | 0.00% | +39 | New |
| Rossby Financial, LCC | 35 | $1.54K | 0.00% | −10,024−99.7% | Reduced |
| Golden State Wealth Management, LLC | 33 | $1.47K | 0.00% | −28−45.9% | Reduced |
| Ronald Blue Trust, Inc. | 27 | $1.20K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 26 | $1.16K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 26 | $1.16K | 0.00% | +11+73.3% | Added |
| Hamrick Investment Counsel, llc | 26 | $1.16K | 0.00% | +26 | New |
| Sunrise Financial Services, LLC | 24 | $1.07K | 0.00% | +12+100.0% | Added |
| Intentional Wealth Strategies, LLC | 24 | $1.07K | 0.00% | +24 | New |
| Tompkins Financial Corp | 23 | $1.02K | 0.00% | +23 | New |
| Kilter Group LLC | 22 | $978 | 0.00% | −35−61.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 22 | $978 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 22 | $978 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $978 | 0.00% | +17+340.0% | Added |
| Creative Financial Designs Inc | 21 | $933 | 0.00% | +6+40.0% | Added |
| McMillan Office, Inc. | 19 | $845 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 18 | $800 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $533 | 0.00% | −60−83.3% | Reduced |
| Trust Co | 12 | $533 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10 | $445 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $445 | 0.00% | +10 | New |
| Manchester Capital Management LLC | 8 | $356 | 0.00% | −393−98.0% | Reduced |
| Aventura Private Wealth, LLC | 7 | $311 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 5 | $285 | 0.00% | +5 | New |
| Torren Management, LLC | 6 | $274 | 0.00% | −13−68.4% | Reduced |
| Dorato Capital Management | 5 | $227 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $178 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 0 | $2 | 0.00% | 0 | Unchanged |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,835,120−100.0% | Sold out |
| QV Investors Inc. | 0 | $0 | 0.00% | −249,744−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −69,741−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −40,278−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −39,286−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −39,039−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −38,469−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −30,925−100.0% | Sold out |
| Herbst Group, LLC | 0 | $0 | 0.00% | −27,225−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −25,631−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −24,007−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,434−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −15,442−100.0% | Sold out |
| GatePass Capital, LLC | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,888−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −12,676−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −12,354−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,638−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −11,264−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −11,267−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −10,358−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −9,030−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,895−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,815−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −6,076−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −5,399−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −5,286−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −4,864−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −4,436−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −4,427−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −4,374−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −4,308−100.0% | Sold out |
| Allie Family Office LLC | 0 | $0 | 0.00% | −4,302−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −4,275−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,744−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| eCIO, Inc. | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Dixon Mitchell Investment Counsel Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |