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 |
|---|---|---|---|---|---|
| Cooke & Bieler LP | 3,064,050 | $137.4M | 1.59% | −21,378−0.7% | Reduced |
| Davenport & Co LLC | 3,357,238 | $149.7M | 0.76% | −50,376−1.5% | Reduced |
| Vanguard Fiduciary Trust Co | 3,445,377 | $154.6M | 0.03% | +18,905+0.6% | Added |
| CIBC World Markets Inc. | 3,568,168 | $160.0M | 0.27% | −118,415−3.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,679,099 | $165.0M | 0.24% | +2,987,099+431.7% | Added |
| National Bank of Canada | 3,708,355 | $166.0M | 0.15% | +1,228,096+49.5% | Added |
| State Street Corp | 3,755,973 | $168.5M | 0.00% | −61,425−1.6% | Reduced |
| Goldman Sachs Group Inc | 3,918,684 | $175.8M | 0.02% | +684,885+21.2% | Added |
| Massachusetts Financial Services Co | 3,629,105 | $189.7M | 0.06% | −256,944−6.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,579,477 | $205.4M | 1.51% | −609,636−11.7% | Reduced |
| Manufacturers Life Insurance Company, The | 4,686,883 | $209.9M | 0.16% | −632,623−11.9% | Reduced |
| Geode Capital Management, LLC | 4,601,246 | $215.1M | 0.01% | −286,007−5.9% | Reduced |
| Neuberger Berman Group LLC | 4,854,713 | $217.7M | 0.15% | +1,080,300+28.6% | Added |
| Norges Bank | 4,996,073 | $223.9M | 0.02% | +4,996,073 | New |
| TD Waterhouse Canada Inc. | 5,003,128 | $227.4M | 0.60% | +294,966+6.3% | Added |
| FMR LLC | 5,329,761 | $239.1M | 0.01% | −3,819,423−41.7% | Reduced |
| CIBC Asset Management Inc | 5,701,677 | $256.7M | 0.56% | +418,467+7.9% | Added |
| BlackRock, Inc. | 6,168,410 | $276.7M | 0.00% | +651,765+11.8% | Added |
| Morgan Stanley | 6,876,269 | $308.4M | 0.02% | +1,114,907+19.4% | Added |
| Capital International Investors | 7,664,210 | $343.7M | 0.07% | +41,526+0.5% | Added |
| Bank of Montreal | 10,754,386 | $481.9M | 0.18% | +241,375+2.3% | Added |
| TD Asset Management Inc | 10,836,730 | $485.9M | 0.42% | −2,567,913−19.2% | Reduced |
| Mackenzie Financial Corp | 7,748,249 | $492.9M | 0.49% | −2,016,939−20.7% | Reduced |
| Vanguard Capital Management LLC | 11,604,929 | $520.6M | 0.01% | +38,169+0.3% | Added |
| Capital World Investors | 13,485,369 | $604.8M | 0.07% | +2,969,241+28.2% | Added |
| Principal Financial Group Inc | 13,551,754 | $607.8M | 0.30% | +816,207+6.4% | Added |
| Royal Bank of Canada | 21,259,887 | $953.5M | 0.16% | +1,550,230+7.9% | Added |
| Partners Value Investments LP | 29,588,407 | $1.33B | 13.55% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,193,021,145 | $53.5B | 69.50% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,103,325−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −229,334−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −162,000−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −98,935−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −96,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −81,075−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −80,257−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| NewGen Asset Management Ltd | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −51,850−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −50,897−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −43,072−100.0% | Sold out |
| Rezny Wealth Management, Inc. | 0 | $0 | 0.00% | −40,913−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −34,775−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −22,280−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,704−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −16,320−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −14,802−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,463−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −10,606−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,264−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −10,053−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,983−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −9,546−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −9,487−100.0% | Sold out |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,212−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −7,662−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −7,252−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −7,212−100.0% | Sold out |
| Storgate, LLC | 0 | $0 | 0.00% | −7,030−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −6,797−100.0% | Sold out |
| Summerhill Capital Management lnc. | 0 | $0 | 0.00% | −6,652−100.0% | Sold out |
| Lester Murray Antman dba SimplyRich | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Athena Wealth Management, LLC | 0 | $0 | 0.00% | −5,251−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −5,136−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −4,941−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,576−100.0% | Sold out |
| Tiaa-Cref Individual & Institutional Services, LLC | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| TIAA Wealth Investment Management LLC | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,926−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Boreal Capital Management LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Jackson Hole Capital Partners, LLC | – | – | – | – | Not filed |
| Moseley Investment Management Inc | – | – | – | – | Not filed |