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
Princeton Global Asset Management LLC	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
Legacy Bridge, LLC	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Hillsdale Investment Management Inc.	–	–	–	–	Not filed
Allied Private Wealth LLC	–	–	–	–	Not filed
Pin Oak Investment Advisors Inc	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
St Germain D J Co Inc	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
Key Financial Inc	–	–	–	–	Not filed
Cary Street Partners Financial LLC	–	–	–	–	Not filed
Lummis Asset Management, LP	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Roble, Belko & Company, Inc	–	–	–	–	Not filed
Compass Financial Management LLC	–	–	–	–	Not filed
Banque Transatlantique SA	–	–	–	–	Not filed
Mountain Hill Investment Partners Corp.	–	–	–	–	Not filed
Truvestments Capital LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Trust Co of Vermont	–	–	–	–	Not filed
Atlantic Trust, LLC	–	–	–	–	Not filed
Turim 21 Investimentos Ltda.	–	–	–	–	Not filed
First Command Advisory Services, Inc.	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Neo Ivy Capital Management	–	–	–	–	Not filed
Hara Capital LLC	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
Wellington-Altus USA Inc.	–	–	–	–	Not filed
Financial Management Professionals, Inc.	–	–	–	–	Not filed
Basecamp Wealth Advisors LLC	–	–	–	–	Not filed
Silicon Valley Capital Partners	–	–	–	–	Not filed
Community Bank, N.A.	–	–	–	–	Not filed
Stonehage Fleming Financial Services Holdings Ltd	–	–	–	–	Not filed
GW&K Investment Management, LLC	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
Asset Dedication, LLC	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Commonwealth Retirement Investments LLC	–	–	–	–	Not filed
Pinnacle Bancorp, Inc.	–	–	–	–	Not filed
Exchange Traded Concepts, LLC	–	–	–	–	Not filed
Motco	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Raffa Wealth Management, LLC	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Fortitude Family Office, LLC	–	–	–	–	Not filed
Greykasell Wealth Strategies, Inc.	–	–	–	–	Not filed
Gilpin Wealth Management, LLC	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Delta Asset Management LLC	–	–	–	–	Not filed
WPG Advisers, LLC	–	–	–	–	Not filed
Costello Asset Management, INC	–	–	–	–	Not filed
NVWM, LLC	–	–	–	–	Not filed
Cornerstone Financial Management LLC	–	–	–	–	Not filed
Kemnay Advisory Services Inc.	–	–	–	–	Not filed
Financial Consulate, Inc	–	–	–	–	Not filed
Richardson Financial Services Inc.	–	–	–	–	Not filed
First Horizon Corp	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
New England Capital Financial Advisors LLC	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
JNBA Financial Advisors	–	–	–	–	Not filed
Private Wealth Management Group, LLC	–	–	–	–	Not filed
Prestige Wealth Management Group LLC	–	–	–	–	Not filed
North Star Investment Management Corp.	–	–	–	–	Not filed
Ares Financial Consulting, LLC	–	–	–	–	Not filed
ZRC Wealth Management, LLC	–	–	–	–	Not filed
Beacon Investment Advisory Services, Inc.	–	–	–	–	Not filed
Triumph Capital Management	–	–	–	–	Not filed
Newbridge Financial Services Group, Inc.	–	–	–	–	Not filed
Buck Wealth Strategies, LLC	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Fortis Group Advisors, LLC	–	–	–	–	Not filed
Bravera Wealth	–	–	–	–	Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.	–	–	–	–	Not filed
Optiver Holding B.V.	–	–	–	–	Not filed
Flagship Wealth Advisors, LLC	–	–	–	–	Not filed
Darwin Advisors, LLC	–	–	–	–	Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Robinswood Financial LLC	–	–	–	–	Not filed
West Paces Advisors Inc.	–	–	–	–	Not filed
Union Savings Bank	–	–	–	–	Not filed
MV Capital Management, Inc.	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Hughes Financial Services, LLC	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
Evermay Wealth Management LLC	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
VSM Wealth Advisory, LLC	–	–	–	–	Not filed
Johnson Financial Group, Inc.	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed