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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 392 | $17.6K | 0.00% | −1,705−81.3% | Reduced |
| Basecamp Wealth Advisors LLC | 392 | $17.6K | 0.00% | −269−40.7% | Reduced |
| Wellington-Altus USA Inc. | 405 | $18.0K | 0.01% | −1,280−76.0% | Reduced |
| Continuum Advisory, LLC | 405 | $18.2K | 0.00% | +405 | New |
| Hara Capital LLC | 451 | $20.2K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 454 | $20.4K | 0.00% | −8,569−95.0% | Reduced |
| SHP Wealth Management | 459 | $20.6K | 0.00% | +52+12.8% | Added |
| First Command Advisory Services, Inc. | 489 | $21.9K | 0.00% | +162+49.5% | Added |
| Turim 21 Investimentos Ltda. | 620 | $22.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 523 | $23.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 562 | $25.2K | 0.00% | +562 | New |
| CoreCap Advisors, LLC | 569 | $25.5K | 0.00% | −2−0.4% | Reduced |
| IFP Advisors, Inc | 582 | $26.1K | 0.00% | −413−41.5% | Reduced |
| Truvestments Capital LLC | 587 | $26.3K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 597 | $26.8K | 0.02% | 00.0% | Unchanged |
| Banque Transatlantique SA | 600 | $26.9K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 600 | $31.2K | 0.00% | +600 | New |
| Roble, Belko & Company, Inc | 755 | $34.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 764 | $34.3K | 0.00% | +55+7.8% | Added |
| Lummis Asset Management, LP | 797 | $35.7K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 804 | $36.1K | 0.00% | −5−0.6% | Reduced |
| Key Financial Inc | 841 | $37.7K | 0.01% | −581−40.9% | Reduced |
| GWM Advisors LLC | 848 | $38.0K | 0.00% | +4+0.5% | Added |
| St Germain D J Co Inc | 849 | $38.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 868 | $38.9K | 0.00% | +52+6.4% | Added |
| Pin Oak Investment Advisors Inc | 893 | $40.0K | 0.03% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 883 | $40.2K | 0.03% | +883 | New |
| Hillsdale Investment Management Inc. | 900 | $40.3K | 0.00% | −74,970−98.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 905 | $40.6K | 0.00% | −5−0.5% | Reduced |
| Legacy Bridge, LLC | 909 | $40.8K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 920 | $41.3K | 0.00% | +206+28.9% | Added |
| Princeton Global Asset Management LLC | 1,000 | $44.9K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,001 | $44.9K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,007 | $45.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,035 | $46.4K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 750 | $47.7K | 0.01% | +150+25.0% | Added |
| Provenance Wealth Advisors, LLC | 1,124 | $50.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,159 | $52.0K | 0.01% | +854+280.0% | Added |
| HM Payson & Co | 1,299 | $58.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,333 | $59.8K | 0.00% | −376−22.0% | Reduced |
| Larson Financial Group LLC | 1,339 | $60.0K | 0.00% | +19+1.4% | Added |
| Louisbourg Investments Inc. | 1,400 | $62.7K | 0.01% | −2−0.1% | Reduced |
| Private Trust Co NA | 1,448 | $64.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,449 | $65.0K | 0.01% | −102−6.6% | Reduced |
| Financial Perspectives, Inc | 1,544 | $69.2K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,562 | $70.1K | 0.00% | −17−1.1% | Reduced |
| Anchor Investment Management, LLC | 1,577 | $70.7K | 0.01% | −70−4.3% | Reduced |
| Parkside Financial Bank & Trust | 1,587 | $71.2K | 0.00% | +58+3.8% | Added |
| Cromwell Holdings LLC | 1,591 | $71.4K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,660 | $74.5K | 0.00% | −1,990−54.5% | Reduced |
| Massmutual Trust Co FSB | 1,674 | $75.1K | 0.00% | +304+22.2% | Added |
| Stone House Investment Management, LLC | 1,676 | $75.2K | 0.01% | +1,675+167,500.0% | Added |
| Global Retirement Partners, LLC | 1,782 | $79.9K | 0.00% | +1,782 | New |
| Rothschild Investment LLC | 1,870 | $83.9K | 0.00% | −519−21.7% | Reduced |
| Covestor Ltd | 1,878 | $84.0K | 0.05% | +108+6.1% | Added |
| Wolverine Asset Management LLC | 1,973 | $88.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,072 | $92.9K | 0.00% | +284+15.9% | Added |
| Birchwood Financial Partners, Inc. | 2,102 | $94.3K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,125 | $95.3K | 0.00% | −200−8.6% | Reduced |
| Smartleaf Asset Management LLC | 2,199 | $96.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,341 | $105.0K | 0.05% | +34+1.5% | Added |
| Farmers & Merchants Investments Inc | 2,519 | $113.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,526 | $113.3K | 0.00% | +927+58.0% | Added |
| SBI Securities Co., Ltd. | 2,543 | $114.1K | 0.00% | +247+10.8% | Added |
| Public Employees Retirement Association of Colorado | 2,606 | $117.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,764 | $124.0K | 0.01% | −4−0.1% | Reduced |
| Pacer Advisors, Inc. | 2,883 | $129.0K | 0.00% | −140−4.6% | Reduced |
| Allworth Financial LP | 2,958 | $132.7K | 0.00% | +408+16.0% | Added |
| GAMMA Investing LLC | 3,000 | $134.6K | 0.01% | +1,001+50.1% | Added |
| Clearstead Advisors, LLC | 3,119 | $139.9K | 0.00% | −42,308−93.1% | Reduced |
| Farther Finance Advisors, LLC | 3,836 | $172.0K | 0.00% | +12+0.3% | Added |
| Westerkirk Capital Inc. | 4,300 | $192.9K | 0.02% | −18,100−80.8% | Reduced |
| Washington Trust Advisors, Inc. | 4,360 | $195.5K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 4,529 | $203.1K | 0.02% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 4,565 | $204.7K | 0.03% | −724−13.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,620 | $209.7K | 0.00% | +4,620 | New |
| Ieq Capital, LLC | 4,721 | $211.7K | 0.00% | −33,244−87.6% | Reduced |
| We Are One Seven, LLC | 4,725 | $211.9K | 0.00% | +196+4.3% | Added |
| Victory Capital Management Inc | 4,749 | $213.0K | 0.00% | −3,428−41.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,762 | $213.6K | 0.04% | −105−2.2% | Reduced |
| Greenup Street Wealth Management LLC | 4,897 | $219.6K | 0.03% | +4,897 | New |
| Wealthspire Advisors, LLC | 4,919 | $220.6K | 0.00% | +4,919 | New |
| Commerce Bank | 4,933 | $221.2K | 0.00% | +119+2.5% | Added |
| Strategic Wealth Partners, Ltd. | 4,936 | $221.4K | 0.01% | −300−5.7% | Reduced |
| Heritage Investors Management Corp | 4,948 | $222.0K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,037 | $225.9K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,081 | $227.9K | 0.00% | +5,081 | New |
| Verdence Capital Advisors LLC | 5,117 | $229.5K | 0.01% | +5,117 | New |
| Parsons Capital Management Inc | 5,130 | $230.1K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 5,153 | $231.1K | 0.03% | 00.0% | Unchanged |
| Baker Boyer National Bank | 5,200 | $233.2K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,200 | $233.2K | 0.02% | +100+2.0% | Added |
| Intellectus Partners, LLC | 5,200 | $233.2K | 0.04% | +5,200 | New |
| Fox Run Management, L.L.C. | 5,247 | $235.3K | 0.04% | +5,247 | New |
| NewEdge Wealth, LLC | 5,266 | $236.2K | 0.00% | −473−8.2% | Reduced |
| Umb Bank N A | 5,275 | $236.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,349 | $239.9K | 0.00% | −15,610−74.5% | Reduced |
| Yousif Capital Management, LLC | 5,386 | $241.6K | 0.00% | −5,830−52.0% | Reduced |
| Moors & Cabot, Inc. | 5,391 | $241.8K | 0.01% | −800−12.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,430 | $243.5K | 0.01% | 00.0% | Unchanged |