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 |
|---|---|---|---|---|---|
| Check Capital Management Inc | 13,129 | $588.8K | 0.03% | +175+1.4% | Added |
| Ritholtz Wealth Management | 13,220 | $592.9K | 0.01% | −460−3.4% | Reduced |
| Quadrant Capital Group LLC | 13,243 | $593.9K | 0.02% | +133+1.0% | Added |
| HB Wealth Management, LLC | 13,614 | $610.6K | 0.00% | +1,517+12.5% | Added |
| Regions Financial Corp | 13,709 | $614.8K | 0.00% | +382+2.9% | Added |
| Vise Technologies, Inc. | 13,818 | $619.7K | 0.01% | +6,037+77.6% | Added |
| Private Advisor Group, LLC | 13,918 | $624.2K | 0.00% | +2,103+17.8% | Added |
| TCG Advisory Services, LLC | 14,029 | $629.2K | 0.01% | +2,133+17.9% | Added |
| Principal Securities, Inc. | 14,060 | $630.6K | 0.01% | +1,320+10.4% | Added |
| Cresset Asset Management, LLC | 14,139 | $634.1K | 0.00% | +3,355+31.1% | Added |
| Bessemer Group Inc | 14,176 | $636.0K | 0.00% | +2,231+18.7% | Added |
| Clear Trail Advisors, LLC | 14,188 | $636.3K | 0.10% | −20−0.1% | Reduced |
| Chicago Capital, LLC | 14,284 | $640.6K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 14,301 | $641.4K | 0.24% | 00.0% | Unchanged |
| Blair William & Co | 14,338 | $643.0K | 0.00% | +215+1.5% | Added |
| Alps Advisors Inc | 14,371 | $644.5K | 0.00% | −1,319−8.4% | Reduced |
| 2Xideas AG | 14,441 | $647.0K | 0.28% | −8,086−35.9% | Reduced |
| Tower Research Capital LLC (TRC) | 14,534 | $651.9K | 0.02% | +8,957+160.6% | Added |
| Atria Investments LLC | 14,567 | $653.3K | 0.01% | +2,050+16.4% | Added |
| CIBC Bancorp USA Inc. | 13,014 | $665.0K | 0.00% | −5,192−28.5% | Reduced |
| Gateway Investment Advisers LLC | 14,859 | $666.4K | 0.01% | +55+0.4% | Added |
| Jain Global LLC | 15,000 | $673.1K | 0.01% | +15,000 | New |
| Warren Averett Asset Management, LLC | 15,264 | $684.6K | 0.00% | +1,608+11.8% | Added |
| Park Avenue Securities LLC | 15,558 | $698.0K | 0.00% | −460−2.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,686 | $703.5K | 0.02% | −1,088−6.5% | Reduced |
| EFG International AG | 15,705 | $704.3K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 15,724 | $705.2K | 0.00% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 15,789 | $708.1K | 0.11% | −464−2.9% | Reduced |
| Foundations Investment Advisors, LLC | 16,112 | $722.6K | 0.01% | −925−5.4% | Reduced |
| New York State Teachers Retirement System | 16,198 | $726.0K | 0.00% | +16,198 | New |
| Copeland Capital Management, LLC | 16,718 | $749.8K | 0.02% | −286−1.7% | Reduced |
| Frec Markets, Inc. | 16,828 | $754.7K | 0.07% | +11,461+213.5% | Added |
| Atlantic Union Bankshares Corp | 17,026 | $763.6K | 0.01% | −3,566−17.3% | Reduced |
| Lido Advisors, LLC | 17,248 | $773.6K | 0.00% | +17,248 | New |
| Geneos Wealth Management Inc. | 17,375 | $779.3K | 0.02% | +1,306+8.1% | Added |
| Third View Private Wealth, LLC | 17,527 | $786.1K | 0.10% | +1,850+11.8% | Added |
| Truist Financial Corp | 17,639 | $791.1K | 0.00% | +2,321+15.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,900 | $802.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,202 | $816.4K | 0.00% | +675+3.9% | Added |
| Midway Capital Research & Management | 18,609 | $834.6K | 0.66% | +2,505+15.6% | Added |
| US Bancorp | 18,687 | $838.1K | 0.00% | −3,464−15.6% | Reduced |
| Murchinson Ltd. | 18,924 | $848.7K | 0.41% | +18,924 | New |
| Marshall Wace, LLP | 19,589 | $878.6K | 0.00% | +19,589 | New |
| Aviso Financial Inc. | 19,805 | $888.0K | 0.03% | +4,234+27.2% | Added |
| Lincoln Capital LLC | 19,801 | $888.1K | 0.16% | −459−2.3% | Reduced |
| Maryland State Retirement & Pension System | 19,801 | $888.1K | 0.02% | +1,216+6.5% | Added |
| Greenland Capital Management LP | 20,000 | $897.0K | 0.17% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,069 | $899.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 20,072 | $900.2K | 0.00% | +7,850+64.2% | Added |
| Blue Fin Capital, Inc. | 20,213 | $906.5K | 0.13% | −771−3.7% | Reduced |
| Henshaw Capital LLC | 20,600 | $923.9K | 0.03% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 20,921 | $938.3K | 0.02% | +20,921 | New |
| Advisor Group Holdings, Inc. | 21,061 | $944.9K | 0.00% | +3,131+17.5% | Added |
| Waterfront Wealth Inc. | 20,226 | $945.0K | 0.15% | +1,809+9.8% | Added |
| Williams Jones Wealth Management, LLC. | 21,212 | $951.4K | 0.01% | +2,291+12.1% | Added |
| Advisors Asset Management, Inc. | 21,461 | $962.5K | 0.01% | −3,760−14.9% | Reduced |
| Commonwealth Equity Services, LLC | 22,046 | $988.7K | 0.00% | +1,642+8.0% | Added |
| Ancora Advisors, LLC | 22,184 | $995.0K | 0.02% | −989−4.3% | Reduced |
| Demars Financial Group, LLC | 22,536 | $1.01M | 0.28% | +4,796+27.0% | Added |
| Qube Research & Technologies Ltd | 22,592 | $1.01M | 0.00% | +22,592 | New |
| Wiley Bros.-Aintree Capital, LLC | 23,343 | $1.05M | 0.00% | +2,789+13.6% | Added |
| Pathstone Holdings, LLC | 23,792 | $1.07M | 0.00% | +1,420+6.3% | Added |
| NBT Bank N A | 23,838 | $1.07M | 0.07% | 00.0% | Unchanged |
| Axq Capital, LP | 23,949 | $1.07M | 0.12% | −17,010−41.5% | Reduced |
| Kentucky Retirement Systems | 24,139 | $1.08M | 0.03% | +24,139 | New |
| Culbertson A N & Co Inc | 24,606 | $1.10M | 0.13% | +11,690+90.5% | Added |
| Natixis | 24,968 | $1.12M | 0.01% | +3,812+18.0% | Added |
| Summit Trail Advisors, LLC | 25,231 | $1.13M | 0.01% | +2,559+11.3% | Added |
| Diversify Wealth Management, LLC | 23,869 | $1.14M | 0.02% | −41−0.2% | Reduced |
| Diversify Advisory Services, LLC | 23,869 | $1.14M | 0.02% | +23,869 | New |
| Mercer Global Advisors Inc | 25,353 | $1.14M | 0.00% | +377+1.5% | Added |
| Moneta Group Investment Advisors LLC | 25,503 | $1.14M | 0.01% | −50−0.2% | Reduced |
| Spears Abacus Advisors LLC | 25,582 | $1.15M | 0.02% | −814−3.1% | Reduced |
| Timber Creek Capital Management LLC | 25,917 | $1.16M | 0.24% | 00.0% | Unchanged |
| Voya Investment Management LLC | 26,423 | $1.19M | 0.00% | +7,221+37.6% | Added |
| Castle Rock Wealth Management, LLC | 26,427 | $1.20M | 0.24% | +1,334+5.3% | Added |
| BCV Asset Management Inc. | 28,592 | $1.26M | 0.04% | +1,136+4.1% | Added |
| Maridea Wealth Management LLC | 28,364 | $1.27M | 0.14% | +4,013+16.5% | Added |
| M&T Bank Corp | 28,426 | $1.27M | 0.00% | +90.0% | Added |
| Swiss Life Asset Management Ltd | 28,774 | $1.29M | 0.01% | −58,904−67.2% | Reduced |
| Radnor Capital Management, LLC | 28,739 | $1.29M | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 29,686 | $1.33M | 0.00% | +4,806+19.3% | Added |
| Adalta Capital Management LLC | 29,990 | $1.35M | 0.59% | −1,481−4.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 30,292 | $1.36M | 0.20% | +1,056+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,270 | $1.37M | 0.00% | −878−2.9% | Reduced |
| Ervin Investment Management, LLC | 30,907 | $1.39M | 0.75% | −2,034−6.2% | Reduced |
| Bridges Investment Management Inc | 31,588 | $1.42M | 0.02% | +7,340+30.3% | Added |
| Amalgamated Bank | 33,876 | $1.52M | 0.01% | +11,281+49.9% | Added |
| JustInvest LLC | 34,163 | $1.53M | 0.01% | +3,179+10.3% | Added |
| Rockefeller Capital Management L.P. | 34,772 | $1.56M | 0.00% | +1,137+3.4% | Added |
| Sprott Inc. | 35,134 | $1.58M | 0.05% | −3,259−8.5% | Reduced |
| Colonial Trust Co | 35,289 | $1.58M | 0.20% | −1,239−3.4% | Reduced |
| Tandem Capital Management Corp | 35,416 | $1.59M | 0.67% | −426−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 36,216 | $1.62M | 0.01% | +7,023+24.1% | Added |
| Capula Management Ltd | 37,800 | $1.70M | 0.01% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 38,101 | $1.71M | 0.21% | −5,032−11.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 39,585 | $1.78M | 0.17% | −780−1.9% | Reduced |
| Lipe & Dalton | 40,091 | $1.80M | 0.84% | −4,713−10.5% | Reduced |
| AIA Group Ltd | 40,263 | $1.81M | 0.02% | 00.0% | Unchanged |
| BNP Paribas | 40,429 | $1.81M | 0.05% | 00.0% | Unchanged |