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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, Q2 2026

Institutional positions in Brookfield Asset Management Ltd. as of Jun 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

Institutional holders
629
+3 vs. Q1 2026
Shares held
1.49B
+9.09M (+0.6%) vs. Q1 2026
Total value
$67.0B
+$1.17B (+1.8%) vs. Q1 2026
New holders
70
217 more added
Sold out
67
215 more reduced

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 629 institutions
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 heldQ2 2026: $67.0B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2026.

Institutions holding BAM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Abound Wealth Management0$20.00%0Unchanged
McGuire Capital Advisors Inc1$450.00%+1New
Godfrey Financial Associates, Inc.4$1790.00%00.0%Unchanged
Marshall Investment Management, LLC4$1790.00%+4New
Manchester Capital Management LLC4$1800.00%−4−50.0%Reduced
Mosley Wealth Management5$2240.00%00.0%Unchanged
South State Corp.5$2250.00%−5−50.0%Reduced
Dorato Capital Management5$2340.00%00.0%Unchanged
Torren Management, LLC6$2780.00%00.0%Unchanged
Aventura Private Wealth, LLC7$3140.00%00.0%Unchanged
Ameriflex Group, Inc.10$4490.00%00.0%Unchanged
Sunrise Financial Services, LLC12$5380.00%−12−50.0%Reduced
Trust Co12$5380.00%00.0%Unchanged
Horizon Investments, LLC18$8070.00%−34−65.4%Reduced
Private Wealth Asset Management, LLC18$8070.00%00.0%Unchanged
Rossby Financial, LCC19$8520.00%−16−45.7%Reduced
McMillan Office, Inc.19$8520.00%00.0%Unchanged
Creative Financial Designs Inc21$9420.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC22$9870.00%00.0%Unchanged
Advocate Investing Services LLC22$9870.00%00.0%Unchanged
Winthrop Capital Management, LLC25$1.00K0.00%+25New
Activest Wealth Management26$1.17K0.00%+26New
Ronald Blue Trust, Inc.27$1.21K0.00%00.0%Unchanged
Nemes Rush Group LLC28$1.26K0.00%−18−39.1%Reduced
Golden State Wealth Management, LLC33$1.48K0.00%00.0%Unchanged
Action Point Financial Planning, LLC38$1.61K0.00%+38New
N.E.W. Advisory Services LLC39$1.75K0.00%+39New
Mowery & Schoenfeld Wealth Management, LLC39$1.75K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd40$1.79K0.00%−13−24.5%Reduced
JPL Wealth Management, LLC40$1.79K0.00%−2−4.8%Reduced
Hantz Financial Services, Inc.41$2.00K0.00%−200−83.0%Reduced
Johnson Financial Group, Inc.45$2.02K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC48$2.15K0.00%00.0%Unchanged
UMA Financial Services, Inc.49$2.20K0.00%−8−14.0%Reduced
Roxbury Financial LLC51$2.29K0.00%+51New
Evermay Wealth Management LLC51$2.29K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC54$2.42K0.00%+4+8.0%Added
Hughes Financial Services, LLC57$2.56K0.00%+4+7.5%Added
SJS Investment Consulting Inc.58$2.60K0.00%00.0%Unchanged
MV Capital Management, Inc.60$2.69K0.00%+38+172.7%Added
Union Savings Bank62$2.78K0.00%00.0%Unchanged
West Paces Advisors Inc.65$2.92K0.00%+65New
Robinswood Financial LLC66$2.96K0.00%00.0%Unchanged
CX Institutional57$3.00K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.72$3.23K0.00%+46+176.9%Added
Salomon & Ludwin, LLC72$3.27K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA76$3.40K0.00%00.0%Unchanged
Darwin Advisors, LLC79$3.54K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC80$3.59K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.80$3.59K0.00%00.0%Unchanged
Optiver Holding B.V.80$3.59K0.00%+80New
Bravera Wealth81$3.63K0.00%00.0%Unchanged
Fortis Group Advisors, LLC84$3.77K0.00%00.0%Unchanged
Cornerstone Planning Group LLC83$3.85K0.00%−14−14.4%Reduced
Buck Wealth Strategies, LLC87$3.90K0.00%+87New
Newbridge Financial Services Group, Inc.90$4.04K0.00%00.0%Unchanged
Beacon Investment Advisory Services, Inc.100$4.49K0.00%−57−36.3%Reduced
Triumph Capital Management100$4.49K0.00%00.0%Unchanged
ZRC Wealth Management, LLC101$4.53K0.00%+101New
Ares Financial Consulting, LLC105$4.71K0.00%00.0%Unchanged
North Star Investment Management Corp.106$4.75K0.00%+38+55.9%Added
Prestige Wealth Management Group LLC106$4.75K0.00%−134−55.8%Reduced
Private Wealth Management Group, LLC121$5.43K0.00%00.0%Unchanged
JNBA Financial Advisors129$5.79K0.00%00.0%Unchanged
CVA Family Office, LLC132$5.92K0.00%−27−17.0%Reduced
New England Capital Financial Advisors LLC137$6.14K0.00%+1+0.7%Added
Owl Creek Wealth Partners LLC140$6.28K0.00%−210−60.0%Reduced
First Horizon Corp146$6.55K0.00%00.0%Unchanged
Richardson Financial Services Inc.150$6.73K0.00%00.0%Unchanged
Financial Consulate, Inc154$6.91K0.00%−99−39.1%Reduced
Kemnay Advisory Services Inc.166$7.45K0.00%+7+4.4%Added
Burkett Financial Services, LLC166$7.45K0.00%+166New
Cornerstone Financial Management LLC167$7.49K0.01%+14+9.2%Added
NVWM, LLC168$7.53K0.00%+168New
Costello Asset Management, INC176$7.89K0.00%00.0%Unchanged
WPG Advisers, LLC187$8.39K0.00%00.0%Unchanged
Delta Asset Management LLC190$8.52K0.00%+35+22.6%Added
Transamerica Financial Advisors, Inc.192$8.61K0.00%−80−29.4%Reduced
TD Private Client Wealth LLC195$8.74K0.00%−355−64.5%Reduced
Gilpin Wealth Management, LLC200$8.97K0.01%−72−26.5%Reduced
Greykasell Wealth Strategies, Inc.207$9.26K0.00%00.0%Unchanged
Fortitude Family Office, LLC207$9.28K0.00%00.0%Unchanged
Walleye Capital LLC217$9.73K0.00%−5,238−96.0%Reduced
Raffa Wealth Management, LLC235$10.5K0.00%+170+261.5%Added
True Wealth Design, LLC240$10.8K0.00%−49−17.0%Reduced
Avion Wealth250$11.0K0.00%+250New
Motco248$11.1K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC261$11.7K0.00%+261New
Pinnacle Bancorp, Inc.262$11.8K0.00%00.0%Unchanged
Commonwealth Retirement Investments LLC274$12.3K0.00%+274New
Mather Group, LLC.278$12.5K0.00%+278New
LRI Investments, LLC291$13.1K0.00%00.0%Unchanged
Bell Investment Advisors, Inc294$13.2K0.00%00.0%Unchanged
Central Trust Co304$13.6K0.00%00.0%Unchanged
Asset Dedication, LLC306$13.7K0.00%00.0%Unchanged
IFG Advisory, LLC310$13.9K0.00%−3,105−90.9%Reduced
GW&K Investment Management, LLC336$15.0K0.00%+336New
Stonehage Fleming Financial Services Holdings Ltd348$15.6K0.00%00.0%Unchanged
Community Bank, N.A.382$17.1K0.00%00.0%Unchanged
Silicon Valley Capital Partners384$17.2K0.00%+4+1.1%Added