Skip to main content

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, 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
Q1 2021: 600 institutionsQ2 2021: 630 institutionsQ3 2021: 662 institutionsQ4 2021: 734 institutionsQ1 2022: 730 institutionsQ2 2022: 714 institutionsQ3 2022: 685 institutionsQ4 2022: 456 institutionsQ1 2023: 465 institutionsQ2 2023: 456 institutionsQ3 2023: 451 institutionsQ4 2023: 479 institutionsQ1 2024: 488 institutionsQ2 2024: 529 institutionsQ3 2024: 551 institutionsQ4 2024: 571 institutionsQ1 2025: 590 institutionsQ2 2025: 606 institutionsQ3 2025: 589 institutionsQ4 2025: 633 institutionsQ1 2026: 633 institutionsQ2 2026: 629 institutions
Value held
Q1 2021: $43.9BQ2 2021: $50.4BQ3 2021: $54.2BQ4 2021: $60.9BQ1 2022: $56.7BQ2 2022: $44.7BQ3 2022: $41.6BQ4 2022: $7.09BQ1 2023: $8.43BQ2 2023: $8.60BQ3 2023: $8.78BQ4 2023: $10.8BQ1 2024: $11.6BQ2 2024: $11.3BQ3 2024: $14.0BQ4 2024: $16.1BQ1 2025: $72.1BQ2 2025: $82.7BQ3 2025: $85.2BQ4 2025: $78.1BQ1 2026: $65.9BQ2 2026: $67.0B
Institutions holding BAM and their total value by quarter
QuarterHoldersValue
Q2 2026629$67.0B
Q1 2026633$65.9B
Q4 2025633$78.1B
Q3 2025589$85.2B
Q2 2025606$82.7B
Q1 2025590$72.1B
Q4 2024571$16.1B
Q3 2024551$14.0B
Q2 2024529$11.3B
Q1 2024488$11.6B
Q4 2023479$10.8B
Q3 2023451$8.78B
Q2 2023456$8.60B
Q1 2023465$8.43B
Q4 2022456$7.09B
Q3 2022685$41.6B
Q2 2022714$44.7B
Q1 2022730$56.7B
Q4 2021734$60.9B
Q3 2021662$54.2B
Q2 2021630$50.4B
Q1 2021600$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
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC––––Not filed
Capital International Inc––––Not filed
Raymond James Financial Inc––––Not filed
SG Americas Securities, LLC––––Not filed
Aviva PLC––––Not filed
America First Investment Advisors, LLC––––Not filed
Marathon Asset Mgmt Ltd––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Bruni J V & Co––––Not filed
Partners Group Holding AG––––Not filed
Baskin Financial Services Inc.––––Not filed
McDonald Capital Investors Inc––––Not filed
Janney Montgomery Scott LLC––––Not filed
Capital International Sarl––––Not filed
Liontrust Investment Partners LLP––––Not filed
Wellington Management Group LLP––––Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd––––Not filed
Van Eck Associates Corp––––Not filed
Tocqueville Asset Management L.P.––––Not filed
Agf Management Ltd––––Not filed
Vaughan Nelson Investment Management, L.P.––––Not filed
Price T Rowe Associates Inc––––Not filed
Alberta Investment Management Corp––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
ARS Investment Partners, LLC––––Not filed
Stifel Financial Corp––––Not filed
State of Tennessee, Treasury Department––––Not filed
Voloridge Investment Management, LLC––––Not filed
UBS Asset Management Americas Inc––––Not filed
Clearbridge Investments, LLC––––Not filed
SEI Investments Co––––Not filed
Blue Zone Wealth Advisors, LLC––––Not filed
Horizon Kinetics Asset Management LLC––––Not filed
Public Employees Retirement System of Ohio––––Not filed
Summitry LLC––––Not filed
Woodmont Investment Counsel LLC––––Not filed
Laffer Tengler Investments––––Not filed
Motley Fool Asset Management LLC––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Creative Planning––––Not filed
Treasurer of the State of North Carolina––––Not filed
Alliancebernstein L.P.––––Not filed
Compagnie Lombard Odier SCmA––––Not filed
Korea Investment CORP––––Not filed
MAI Capital Management––––Not filed
Citadel Advisors LLC––––Not filed
American Century Companies Inc––––Not filed
Pictet Asset Management Holding SA––––Not filed
Point72 Asset Management, L.P.––––Not filed
Two Sigma Investments, LP––––Not filed
Citigroup Inc––––Not filed
Capital International Ltd––––Not filed
Smith, Salley & Associates––––Not filed
Cerity Partners LLC––––Not filed
First Trust Advisors LP––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Woodbridge Co Ltd––––Not filed
State of Wisconsin Investment Board––––Not filed
Bamco Inc––––Not filed
Texas Yale Capital Corp.––––Not filed
Colonial Trust Advisors––––Not filed
HighTower Advisors, LLC––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
STRS Ohio––––Not filed
Skba Capital Management LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
West Bancorporation Inc––––Not filed
Azimuth Capital Investment Management LLC––––Not filed
Harvest Portfolios Group Inc.––––Not filed
Susquehanna International Group, LLP––––Not filed
Landmark Investment Partners, L.P.––––Not filed
FORA Capital, LLC––––Not filed
Sanibel Captiva Trust Company, Inc.––––Not filed
Beck Mack & Oliver LLC––––Not filed
Cardinal Capital Management, Inc.––––Not filed
Capricorn Fund Managers Ltd––––Not filed
Intech Investment Management LLC––––Not filed
USS Investment Management Ltd––––Not filed
JCIC Asset Management Inc.––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
Apollon Wealth Management, LLC––––Not filed
Segall Bryant & Hamill, LLC––––Not filed
Cetera Investment Advisers––––Not filed
Mizuho Markets Americas LLC––––Not filed
Colony Group, LLC––––Not filed
Providence Capital Advisors, LLC––––Not filed
ArrowMark Colorado Holdings LLC––––Not filed
Lansforsakringar Fondforvaltning AB (publ)––––Not filed
Susquehanna Advisors Group, Inc.––––Not filed
Ameriprise Financial Inc––––Not filed
Brown Advisory Inc––––Not filed
Rathbone Brothers plc––––Not filed
TritonPoint Partners, LLC––––Not filed
Brookstone Capital Management––––Not filed
Northwest & Ethical Investments L.P.––––Not filed
Jupiter Topco LLC––––Not filed
Bridgewater Associates, LP––––Not filed
Prana Capital Management, LP––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Blue Sky Capital Consultants Group, Inc.––––Not filed