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
Tritonpoint Wealth, LLC	–	–	–	–	Not filed
Kirr Marbach & Co LLC	–	–	–	–	Not filed
Private Management Group Inc	–	–	–	–	Not filed
Marks Group Wealth Management, Inc	–	–	–	–	Not filed
Van Den Berg Management I, Inc	–	–	–	–	Not filed
Asset Management One Co.,Ltd.	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Lincluden Management Ltd	–	–	–	–	Not filed
Lee Danner & Bass Inc	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
Avanza Fonder AB	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
Utah Retirement Systems	–	–	–	–	Not filed
Tacita Capital Inc	–	–	–	–	Not filed
Empowered Funds, LLC	–	–	–	–	Not filed
Davidson Kahn Capital Management, LLC	–	–	–	–	Not filed
New South Capital Management Inc	–	–	–	–	Not filed
Investment Management Corp of Ontario	–	–	–	–	Not filed
Mn Services Vermogensbeheer B.V.	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
Cumberland Partners Ltd	–	–	–	–	Not filed
Gold Investment Management Ltd.	–	–	–	–	Not filed
Tealwood Asset Management Inc	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
Lawson Kroeker Investment Management Inc	–	–	–	–	Not filed
PensionDanmark Pensionsforsikringsaktieselskab	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Moerus Capital Management LLC	–	–	–	–	Not filed
BNP Paribas	–	–	–	–	Not filed
AIA Group Ltd	–	–	–	–	Not filed
Lipe & Dalton	–	–	–	–	Not filed
Uniplan Investment Counsel, Inc.	–	–	–	–	Not filed
Live Oak Private Wealth LLC	–	–	–	–	Not filed
Capula Management Ltd	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
Tandem Capital Management Corp	–	–	–	–	Not filed
Colonial Trust Co	–	–	–	–	Not filed
Sprott Inc.	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Amalgamated Bank	–	–	–	–	Not filed
Bridges Investment Management Inc	–	–	–	–	Not filed
Ervin Investment Management, LLC	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Capital Group Investment Management Pte. Ltd.	–	–	–	–	Not filed
Adalta Capital Management LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Radnor Capital Management, LLC	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
M&T Bank Corp	–	–	–	–	Not filed
Maridea Wealth Management LLC	–	–	–	–	Not filed
BCV Asset Management Inc.	–	–	–	–	Not filed
Castle Rock Wealth Management, LLC	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
Timber Creek Capital Management LLC	–	–	–	–	Not filed
Spears Abacus Advisors LLC	–	–	–	–	Not filed
Moneta Group Investment Advisors LLC	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
Diversify Advisory Services, LLC	–	–	–	–	Not filed
Diversify Wealth Management, LLC	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
Natixis	–	–	–	–	Not filed
Culbertson A N & Co Inc	–	–	–	–	Not filed
Kentucky Retirement Systems	–	–	–	–	Not filed
Axq Capital, LP	–	–	–	–	Not filed
NBT Bank N A	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Wiley Bros.-Aintree Capital, LLC	–	–	–	–	Not filed
Qube Research & Technologies Ltd	–	–	–	–	Not filed
Demars Financial Group, LLC	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
Advisors Asset Management, Inc.	–	–	–	–	Not filed
Williams Jones Wealth Management, LLC.	–	–	–	–	Not filed
Waterfront Wealth Inc.	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Sumitomo Life Insurance Co	–	–	–	–	Not filed
Henshaw Capital LLC	–	–	–	–	Not filed
Blue Fin Capital, Inc.	–	–	–	–	Not filed
MetLife Investment Management	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Greenland Capital Management LP	–	–	–	–	Not filed
Maryland State Retirement & Pension System	–	–	–	–	Not filed
Lincoln Capital LLC	–	–	–	–	Not filed
Aviso Financial Inc.	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Murchinson Ltd.	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Midway Capital Research & Management	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Grantham, Mayo, Van Otterloo & Co. LLC	–	–	–	–	Not filed
Truist Financial Corp	–	–	–	–	Not filed
Third View Private Wealth, LLC	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
Lido Advisors, LLC	–	–	–	–	Not filed