Brookfield Asset Management Ltd.

BAM

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0001937926

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Brookfield Asset Management Ltd. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 4; 0 vs. Q2 2026
Shares held: 2.32K; +598 (+34.7%) vs. Q2 2026
Total value: $104.0K; +$26.3K (+33.8%) vs. Q2 2026
New holders: 0; 2 more added
Sold out: 0; 0 more reduced

625 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding BAM and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q2 2026.

Institutions holding BAM in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Versant Capital Management, Inc	1,953	$87.3K	0.01%	+504+34.8%	Added
Burkett Financial Services, LLC	166	$7.40K	0.00%	00.0%	Unchanged
CX Institutional	151	$7.00K	0.00%	+94+164.9%	Added
Roxbury Financial LLC	51	$2.27K	0.00%	00.0%	Unchanged
Brookfield Asset Management Inc.	–	–	–	–	Not filed
Partners Value Investments LP	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
Capital World Investors	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
Mackenzie Financial Corp	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Capital International Investors	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
BlackRock, Inc.	–	–	–	–	Not filed
CIBC Asset Management Inc	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Neuberger Berman Group LLC	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Beutel, Goodman & Co Ltd.	–	–	–	–	Not filed
Massachusetts Financial Services Co	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
Caisse de Depot Et Placement du Quebec	–	–	–	–	Not filed
CIBC World Markets Inc.	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
Davenport & Co LLC	–	–	–	–	Not filed
Cooke & Bieler LP	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Bank of Nova Scotia	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
FIL Ltd	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
Markel Group Inc.SuperinvestorMarkel Group	–	–	–	–	Not filed
Douglass Winthrop Advisors, LLC	–	–	–	–	Not filed
Scotia Capital Inc.	–	–	–	–	Not filed
Toronto Dominion Bank	–	–	–	–	Not filed
Polar Asset Management Partners Inc.	–	–	–	–	Not filed
Canada Pension Plan Investment Board	–	–	–	–	Not filed
Intact Investment Management Inc.	–	–	–	–	Not filed
Madison Asset Management, LLC	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
1832 Asset Management L.P.	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Quadrature Capital Ltd	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Connor, Clark & Lunn Investment Management Ltd.	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
First Manhattan Co	–	–	–	–	Not filed
Alyeska Investment Group, L.P.	–	–	–	–	Not filed
Sather Financial Group Inc	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Fenimore Asset Management Inc	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
British Columbia Investment Management Corp	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
Omers Administration Corp	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Broad Run Investment Management, LLC	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
Schroder Investment Management Group	–	–	–	–	Not filed
GFI Investment Counsel Ltd.	–	–	–	–	Not filed
MUFG Securities (Canada), Ltd.	–	–	–	–	Not filed
Nicola Wealth Management Ltd.	–	–	–	–	Not filed
Guardian Capital LP	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
HRT Financial LP	–	–	–	–	Not filed
Great West Life Assurance Co	–	–	–	–	Not filed
DDD Partners, LLC	–	–	–	–	Not filed
Russell Investments Group, Ltd.	–	–	–	–	Not filed
Balyasny Asset Management LLC	–	–	–	–	Not filed
Portland Investment Counsel Inc.	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
Public Sector Pension Investment Board	–	–	–	–	Not filed
Ci Investments Inc.	–	–	–	–	Not filed
Montrusco Bolton Investments Inc.	–	–	–	–	Not filed
Fiera Capital Corp	–	–	–	–	Not filed
Picton Mahoney Asset Management	–	–	–	–	Not filed
Addenda Capital Inc.	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
CI Private Wealth, LLC	–	–	–	–	Not filed
Guardian Partners Inc.	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Rheos Capital Works Inc.	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed