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
Capital Advisors Inc	–	–	–	–	Not filed
Hendershot Investments Inc.	–	–	–	–	Not filed
Schneider Downs Wealth Management Advisors, LP	–	–	–	–	Not filed
Proficio Capital Partners LLC	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
Schwartz Investment Counsel Inc	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
Brighton Jones LLC	–	–	–	–	Not filed
Principal Street Partners, LLC	–	–	–	–	Not filed
Heritage Wealth Advisors	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
Kestra Advisory Services, LLC	–	–	–	–	Not filed
Aster Capital Management (DIFC) Ltd	–	–	–	–	Not filed
Cigna Investments Inc	–	–	–	–	Not filed
Western Wealth Management, LLC	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Thrive Wealth Management, LLC	–	–	–	–	Not filed
Berkshire Asset Management LLC	–	–	–	–	Not filed
Stratos Wealth Partners, LTD.	–	–	–	–	Not filed
Machina Capital S.A.S.	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP	–	–	–	–	Not filed
Whetstone Capital Advisors, LLC	–	–	–	–	Not filed
PFG Investments, LLC	–	–	–	–	Not filed
Morse Asset Management, Inc	–	–	–	–	Not filed
GoodHaven Capital Management, LLC	–	–	–	–	Not filed
Searle & Co.	–	–	–	–	Not filed
Venturi Wealth Management, LLC	–	–	–	–	Not filed
Osmosis Investment Management UK Ltd	–	–	–	–	Not filed
Fiduciary Trust Co	–	–	–	–	Not filed
Northwest Financial Advisors	–	–	–	–	Not filed
J. Safra Sarasin Holding AG	–	–	–	–	Not filed
Vestmark Advisory Solutions, Inc.	–	–	–	–	Not filed
Clifford Swan Investment Counsel LLC	–	–	–	–	Not filed
Moors & Cabot, Inc.	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
NewEdge Wealth, LLC	–	–	–	–	Not filed
Fox Run Management, L.L.C.	–	–	–	–	Not filed
Baker Boyer National Bank	–	–	–	–	Not filed
Intellectus Partners, LLC	–	–	–	–	Not filed
Crescent Grove Advisors, LLC	–	–	–	–	Not filed
Round Rock Advisors, LLC	–	–	–	–	Not filed
Parsons Capital Management Inc	–	–	–	–	Not filed
Verdence Capital Advisors LLC	–	–	–	–	Not filed
Magnetar Financial LLC	–	–	–	–	Not filed
Silvercrest Asset Management Group LLC	–	–	–	–	Not filed
Heritage Investors Management Corp	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
Commerce Bank	–	–	–	–	Not filed
Wealthspire Advisors, LLC	–	–	–	–	Not filed
Greenup Street Wealth Management LLC	–	–	–	–	Not filed
Cary Street Partner Investment Advisory LLC	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
We Are One Seven, LLC	–	–	–	–	Not filed
Ieq Capital, LLC	–	–	–	–	Not filed
Allspring Global Investments Holdings, LLC	–	–	–	–	Not filed
SeaBridge Investment Advisors LLC	–	–	–	–	Not filed
Compass Ion Advisors, LLC	–	–	–	–	Not filed
Washington Trust Advisors, Inc.	–	–	–	–	Not filed
Westerkirk Capital Inc.	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
Birchwood Financial Partners, Inc.	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Wolverine Asset Management LLC	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Stone House Investment Management, LLC	–	–	–	–	Not filed
Massmutual Trust Co FSB	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Cromwell Holdings LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Anchor Investment Management, LLC	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
Financial Perspectives, Inc	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Louisbourg Investments Inc.	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
HM Payson & Co	–	–	–	–	Not filed
Rosenberg Matthew Hamilton	–	–	–	–	Not filed
Provenance Wealth Advisors, LLC	–	–	–	–	Not filed
LOM Asset Management Ltd	–	–	–	–	Not filed
Bartlett & Co. Wealth Management LLC	–	–	–	–	Not filed
BFSG, LLC	–	–	–	–	Not filed
DHJJ Financial Advisors, Ltd.	–	–	–	–	Not filed