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
Atlantic Union Bankshares Corp	–	–	–	–	Not filed
Frec Markets, Inc.	–	–	–	–	Not filed
Copeland Capital Management, LLC	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
Foundations Investment Advisors, LLC	–	–	–	–	Not filed
Chemistry Wealth Management LLC	–	–	–	–	Not filed
Gabelli Funds LLC	–	–	–	–	Not filed
EFG International AG	–	–	–	–	Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
Jain Global LLC	–	–	–	–	Not filed
Gateway Investment Advisers LLC	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Atria Investments LLC	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
2Xideas AG	–	–	–	–	Not filed
Alps Advisors Inc	–	–	–	–	Not filed
Blair William & Co	–	–	–	–	Not filed
Carnegie Lake Advisors LLC	–	–	–	–	Not filed
Chicago Capital, LLC	–	–	–	–	Not filed
Clear Trail Advisors, LLC	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Principal Securities, Inc.	–	–	–	–	Not filed
TCG Advisory Services, LLC	–	–	–	–	Not filed
Private Advisor Group, LLC	–	–	–	–	Not filed
Vise Technologies, Inc.	–	–	–	–	Not filed
Regions Financial Corp	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
Ritholtz Wealth Management	–	–	–	–	Not filed
Check Capital Management Inc	–	–	–	–	Not filed
Twin Tree Management, LP	–	–	–	–	Not filed
Ethic Inc.	–	–	–	–	Not filed
Carson Advisory Inc.	–	–	–	–	Not filed
Needham Investment Management LLC	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Generali Asset Management SPA SGR	–	–	–	–	Not filed
Taylor Hoffman Capital Management LLC	–	–	–	–	Not filed
Pacifica Partners Inc.	–	–	–	–	Not filed
MML Investors Services, LLC	–	–	–	–	Not filed
Purpose Unlimited Inc.	–	–	–	–	Not filed
Allen Investment Management LLC	–	–	–	–	Not filed
Equity Wealth Partners, LLC	–	–	–	–	Not filed
Kraematon Investment Advisors, Inc	–	–	–	–	Not filed
Stamos Capital Partners, L.P.	–	–	–	–	Not filed
Royal London Asset Management Ltd	–	–	–	–	Not filed
BTG Pactual Asset Management US LLC	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
Centiva Capital, LP	–	–	–	–	Not filed
UniSuper Management Pty Ltd	–	–	–	–	Not filed
TBH Global Asset Management, LLC	–	–	–	–	Not filed
Gilbert & Cook, Inc.	–	–	–	–	Not filed
Gotham Asset Management, LLC	–	–	–	–	Not filed
Herold Advisors, Inc.	–	–	–	–	Not filed
Citizens Financial Group Inc	–	–	–	–	Not filed
Denali Advisors LLC	–	–	–	–	Not filed
Atomi Financial Group, Inc.	–	–	–	–	Not filed
Bank of Nova Scotia Trust Co	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Prospera Financial Services Inc	–	–	–	–	Not filed
Kentucky Retirement Systems Insurance Trust Fund	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Summit Financial, LLC	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
St. Louis Trust Co	–	–	–	–	Not filed
Laird Norton Trust Company, LLC	–	–	–	–	Not filed
Keybank National Association	–	–	–	–	Not filed
Griffin Asset Management, Inc.	–	–	–	–	Not filed
Everett Harris & Co	–	–	–	–	Not filed
Formidable Asset Management, LLC	–	–	–	–	Not filed
Salvus Wealth Management, LLC	–	–	–	–	Not filed
Crossmark Global Holdings, Inc.	–	–	–	–	Not filed
Capital Advisors Wealth Management, LLC	–	–	–	–	Not filed
RMB Capital Management, LLC	–	–	–	–	Not filed
Frank, Rimerman Advisors LLC	–	–	–	–	Not filed
Laurion Capital Management LP	–	–	–	–	Not filed
Bryn Mawr Trust Co	–	–	–	–	Not filed
Virtu Financial LLC	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
K.J. Harrison & Partners Inc	–	–	–	–	Not filed
Leavell Investment Management, Inc.	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Leonteq Securities AG	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Cardinal Point Capital Management, ULC	–	–	–	–	Not filed
Corient IA LLC	–	–	–	–	Not filed
Viewpoint Investment Partners Corp	–	–	–	–	Not filed
Bond & Devick Financial Network, Inc.	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
Canal Capital Management, LLC	–	–	–	–	Not filed
Mutual Advisors, LLC	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
Rhodes Investment Advisors Inc	–	–	–	–	Not filed
Wulff, Hansen & Co.	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed