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Brookfield Asset Management Ltd.

BAM
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NYSE
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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.

Q2 2026 vs. Q1 2026

How the institutions holding Brookfield Asset Management Ltd. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of BAM: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders6337629+3
Shares1.48B132.5K1.49B+9.09M (+0.6%)
Value$65.9B$5.89M$67.0B+$1.17B (+1.8%)

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held Brookfield Asset Management Ltd. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to BAM in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank4,996,073$223.9M0.02%
Polar Asset Management Partners Inc.1,650,165$74.0M1.35%
Alyeska Investment Group, L.P.1,063,448$47.7M0.12%
Omers Administration Corp675,600$30.3M0.18%
DDD Partners, LLC435,175$19.5M1.22%
Balyasny Asset Management LLC429,159$19.2M0.04%
Picton Mahoney Asset Management373,792$16.7M0.15%
Fideuram Asset Management (Ireland) dac252,291$16.5M0.32%
Rheos Capital Works Inc.320,000$14.4M0.82%
Sumitomo Mitsui DS Asset Management Company, Ltd233,029$10.5M0.07%
Vaughan Nelson Investment Management, L.P.217,310$9.75M0.09%
ARS Investment Partners, LLC211,158$9.47M0.41%
Voloridge Investment Management, LLC200,133$8.98M0.04%
Point72 Asset Management, L.P.124,098$5.57M0.01%
Landmark Investment Partners, L.P.73,864$4.02M3.72%
Cardinal Capital Management, Inc.84,812$3.80M0.09%
Capricorn Fund Managers Ltd82,400$3.70M0.30%
Providence Capital Advisors, LLC74,510$3.34M0.51%
Susquehanna Advisors Group, Inc.72,337$3.24M0.09%
Brookstone Capital Management68,260$3.06M0.03%
Jupiter Topco LLC67,898$3.05M0.00%
Nykredit A/S59,963$2.69M0.01%
Diversify Advisory Services, LLC23,869$1.14M0.02%
Kentucky Retirement Systems24,139$1.08M0.03%
Qube Research & Technologies Ltd22,592$1.01M0.00%
Sumitomo Life Insurance Co20,921$938.3K0.02%
Marshall Wace, LLP19,589$878.6K0.00%
Murchinson Ltd.18,924$848.7K0.41%
Lido Advisors, LLC17,248$773.6K0.00%
New York State Teachers Retirement System16,198$726.0K0.00%
Jain Global LLC15,000$673.1K0.01%
Twin Tree Management, LP13,021$584.0K0.09%
Ethic Inc.12,784$573.4K0.01%
BTG Pactual Asset Management US LLC11,373$510.1K0.04%
Formidable Asset Management, LLC9,198$408.9K0.07%
Arkadios Wealth Advisors7,481$335.5K0.01%
Evergreen Capital Management LLC7,209$323.3K0.01%
Capital Advisors Inc7,167$321.4K0.00%
Thrive Wealth Management, LLC6,000$269.1K0.03%
J. Safra Sarasin Holding AG5,487$246.0K0.00%
Fox Run Management, L.L.C.5,247$235.3K0.04%
Intellectus Partners, LLC5,200$233.2K0.04%
Verdence Capital Advisors LLC5,117$229.5K0.01%
Magnetar Financial LLC5,081$227.9K0.00%
Wealthspire Advisors, LLC4,919$220.6K0.00%
Greenup Street Wealth Management LLC4,897$219.6K0.03%
Allspring Global Investments Holdings, LLC4,620$209.7K0.00%
Global Retirement Partners, LLC1,782$79.9K0.00%
Allied Private Wealth LLC883$40.2K0.03%
Compass Financial Management LLC600$31.2K0.00%
Trust Co of Vermont562$25.2K0.00%
Continuum Advisory, LLC405$18.2K0.00%
GW&K Investment Management, LLC336$15.0K0.00%
Mather Group, LLC.278$12.5K0.00%
Commonwealth Retirement Investments LLC274$12.3K0.00%
Exchange Traded Concepts, LLC261$11.7K0.00%
Avion Wealth250$11.0K0.00%
NVWM, LLC168$7.53K0.00%
Burkett Financial Services, LLC166$7.45K0.00%
ZRC Wealth Management, LLC101$4.53K0.00%
Buck Wealth Strategies, LLC87$3.90K0.00%
Optiver Holding B.V.80$3.59K0.00%
West Paces Advisors Inc.65$2.92K0.00%
Roxbury Financial LLC51$2.29K0.00%
N.E.W. Advisory Services LLC39$1.75K0.00%
Action Point Financial Planning, LLC38$1.61K0.00%
Activest Wealth Management26$1.17K0.00%
Winthrop Capital Management, LLC25$1.00K0.00%
Marshall Investment Management, LLC4$1790.00%
McGuire Capital Advisors Inc1$450.00%

Sold out (67)

Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of BAM in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Renaissance Technologies LLC1,103,325$49.0M
APG Asset Management N.V.229,334$8.82M
Canoe Financial LP162,000$7.20M
Motley Fool Wealth Management, LLC98,935$4.40M
XTX Topco Ltd96,000$4.27M
Assenagon Asset Management S.A.81,075$3.59M
Entropy Technologies, LP80,257$3.57M
Timelo Investment Management Inc.65,000$2.89M
NewGen Asset Management Ltd54,000$2.40M
Sciencast Management LP51,850$2.30M
Squarepoint Ops LLC50,897$2.26M
Strategic Advisors LLC43,072$1.91M
Rezny Wealth Management, Inc.40,913$1.82M
SIG North Trading, ULC34,775$1.55M
PDT Partners, LLC23,600$1.05M
Qsemble Capital Management, LP22,280$990.3K
Landscape Capital Management, L.L.C.18,704$831.4K
Weiss Asset Management LP16,320$725.4K
Capital Fund Management S.A.14,802$657.9K
Simplex Trading, LLC14,463$642.9K
Worldquant Millennium Advisors LLC10,606$470.8K
Twinbeech Capital LP10,264$456.2K
Alpine Global Management, LLC10,053$446.9K
Aigen Investment Management, LP6,983$431.9K
SummitTX Capital, L.P.9,546$424.3K
Metis Global Partners, LLC9,487$420.4K
Hunting Hill Global Capital, LLC8,999$400.0K
Bridgefront Capital, LLC8,212$365.0K
Odyssean, LLC7,662$340.6K
J.Safra Asset Management Corp7,252$322.4K
ASR Vermogensbeheer N.V.7,212$319.6K
Storgate, LLC7,030$312.5K
Snowden Capital Advisors LLC6,797$301.3K
Summerhill Capital Management lnc.6,652$295.2K
Lester Murray Antman dba SimplyRich6,254$277.0K
Yorktown Management & Research Co Inc5,637$250.6K
Athena Wealth Management, LLC5,251$233.4K
Evercore Wealth Management, LLC5,136$228.3K
Fisher Asset Management, LLC4,941$219.6K
Jefferies Financial Group Inc.4,576$203.4K
Tiaa-Cref Individual & Institutional Services, LLC3,446$153.2K
Solstein Capital, LLC2,066$91.8K
TIAA Wealth Investment Management LLC2,036$90.5K
GoalVest Advisory LLC1,990$88.5K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,926$85.6K
DAGCO, Inc.1,765$78.5K
Hanson & Doremus Investment Management1,548$69.0K
Addison Advisors LLC1,524$67.7K
Root Financial Partners, LLC1,283$57.0K
Eurizon Capital SGR S.p.A.731$32.5K
Cullen/Frost Bankers, Inc.575$25.6K
Union Bancaire Privee, UBP SA776$25.4K
Innovative Asset Advisors Group, LLC500$22.2K
Itau Unibanco Holding S.A.338$15.0K
Legacy Wealth Managment, LLC190$8.45K
Sound Income Strategies, LLC177$7.80K
Boreal Capital Management LLC175$7.78K
Twin Peaks Wealth Advisors, LLC89$3.96K
Richardson Capital Management LLC60$2.67K
Scarborough Advisors, LLC58$2.58K
Magnolia Wealth Management, LLC55$2.44K
Curio Wealth, LLC26$1.16K
Hamrick Investment Counsel, llc26$1.16K
Intentional Wealth Strategies, LLC24$1.07K
Tompkins Financial Corp23$1.02K
Kilter Group LLC22$978
Highline Wealth Partners LLC12$533

Not filed for Q2 2026 yet (7)

Institutions that held Brookfield Asset Management Ltd. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAM in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC69,793$3.10M
CWM, LLC33,887$1.51M
Jackson Hole Capital Partners, LLC14,117$627.5K
Moseley Investment Management Inc5,058$224.8K
Laurus Investment Counsel Inc.4,827$214.6K
Skopos Labs, Inc.4,786$212.7K
Sunbelt Securities, Inc.75$3.33K