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 |
|---|---|---|---|---|---|
| Van Den Berg Management I, Inc | 62,424 | $2.80M | 0.59% | +20,344+48.3% | Added |
| Asset Management One Co.,Ltd. | 61,925 | $2.78M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 61,915 | $2.78M | 0.00% | −23,388−27.4% | Reduced |
| Xponance, Inc. | 61,330 | $2.75M | 0.02% | +20,388+49.8% | Added |
| Lincluden Management Ltd | 43,179 | $2.75M | 0.27% | −26,904−38.4% | Reduced |
| Lee Danner & Bass Inc | 60,883 | $2.73M | 0.16% | −4,000−6.2% | Reduced |
| Nykredit A/S | 59,963 | $2.69M | 0.01% | +59,963 | New |
| LPL Financial LLC | 59,085 | $2.65M | 0.00% | +3,329+6.0% | Added |
| Avanza Fonder AB | 40,634 | $2.59M | 0.06% | +15,385+60.9% | Added |
| Chicago Partners Investment Group LLC | 56,471 | $2.58M | 0.05% | −1,101−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 57,523 | $2.58M | 0.02% | −1,555−2.6% | Reduced |
| Utah Retirement Systems | 57,509 | $2.58M | 0.02% | −4,562−7.3% | Reduced |
| Tacita Capital Inc | 57,099 | $2.56M | 1.39% | +8,279+17.0% | Added |
| Empowered Funds, LLC | 55,375 | $2.48M | 0.01% | +49,636+864.9% | Added |
| Davidson Kahn Capital Management, LLC | 55,125 | $2.47M | 1.06% | +504+0.9% | Added |
| New South Capital Management Inc | 54,669 | $2.45M | 0.11% | −16,000−22.6% | Reduced |
| Investment Management Corp of Ontario | 53,833 | $2.41M | 0.03% | +200+0.4% | Added |
| Mn Services Vermogensbeheer B.V. | 53,100 | $2.38M | 0.02% | −12,000−18.4% | Reduced |
| Charles Schwab Investment Management Inc | 53,071 | $2.38M | 0.00% | +24,823+87.9% | Added |
| Cumberland Partners Ltd | 52,825 | $2.37M | 0.15% | +25,515+93.4% | Added |
| Gold Investment Management Ltd. | 52,343 | $2.35M | 0.64% | +821+1.6% | Added |
| Tealwood Asset Management Inc | 52,256 | $2.34M | 0.90% | +808+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,223 | $2.29M | 0.00% | +18,193+55.1% | Added |
| BNP Paribas Arbitrage, SA | 50,191 | $2.25M | 0.00% | +22,653+82.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 49,510 | $2.22M | 0.00% | +11,343+29.7% | Added |
| Lawson Kroeker Investment Management Inc | 48,387 | $2.17M | 0.60% | −6,809−12.3% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 48,110 | $2.16M | 0.02% | +5,500+12.9% | Added |
| Baird Financial Group, Inc. | 45,809 | $2.05M | 0.00% | +26,011+131.4% | Added |
| Moerus Capital Management LLC | 41,318 | $1.85M | 0.83% | 00.0% | Unchanged |
| BNP Paribas | 40,429 | $1.81M | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 40,263 | $1.81M | 0.02% | 00.0% | Unchanged |
| Lipe & Dalton | 40,091 | $1.80M | 0.84% | −4,713−10.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 39,585 | $1.78M | 0.17% | −780−1.9% | Reduced |
| Live Oak Private Wealth LLC | 38,101 | $1.71M | 0.21% | −5,032−11.7% | Reduced |
| Capula Management Ltd | 37,800 | $1.70M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 36,216 | $1.62M | 0.01% | +7,023+24.1% | Added |
| Tandem Capital Management Corp | 35,416 | $1.59M | 0.67% | −426−1.2% | Reduced |
| Colonial Trust Co | 35,289 | $1.58M | 0.20% | −1,239−3.4% | Reduced |
| Sprott Inc. | 35,134 | $1.58M | 0.05% | −3,259−8.5% | Reduced |
| Rockefeller Capital Management L.P. | 34,772 | $1.56M | 0.00% | +1,137+3.4% | Added |
| JustInvest LLC | 34,163 | $1.53M | 0.01% | +3,179+10.3% | Added |
| Amalgamated Bank | 33,876 | $1.52M | 0.01% | +11,281+49.9% | Added |
| Bridges Investment Management Inc | 31,588 | $1.42M | 0.02% | +7,340+30.3% | Added |
| Ervin Investment Management, LLC | 30,907 | $1.39M | 0.75% | −2,034−6.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,270 | $1.37M | 0.00% | −878−2.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 30,292 | $1.36M | 0.20% | +1,056+3.6% | Added |
| Adalta Capital Management LLC | 29,990 | $1.35M | 0.59% | −1,481−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,686 | $1.33M | 0.00% | +4,806+19.3% | Added |
| Radnor Capital Management, LLC | 28,739 | $1.29M | 0.18% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 28,774 | $1.29M | 0.01% | −58,904−67.2% | Reduced |
| M&T Bank Corp | 28,426 | $1.27M | 0.00% | +90.0% | Added |
| Maridea Wealth Management LLC | 28,364 | $1.27M | 0.14% | +4,013+16.5% | Added |
| BCV Asset Management Inc. | 28,592 | $1.26M | 0.04% | +1,136+4.1% | Added |
| Castle Rock Wealth Management, LLC | 26,427 | $1.20M | 0.24% | +1,334+5.3% | Added |
| Voya Investment Management LLC | 26,423 | $1.19M | 0.00% | +7,221+37.6% | Added |
| Timber Creek Capital Management LLC | 25,917 | $1.16M | 0.24% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 25,582 | $1.15M | 0.02% | −814−3.1% | Reduced |
| Moneta Group Investment Advisors LLC | 25,503 | $1.14M | 0.01% | −50−0.2% | Reduced |
| Mercer Global Advisors Inc | 25,353 | $1.14M | 0.00% | +377+1.5% | 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 |
| Summit Trail Advisors, LLC | 25,231 | $1.13M | 0.01% | +2,559+11.3% | Added |
| Natixis | 24,968 | $1.12M | 0.01% | +3,812+18.0% | Added |
| Culbertson A N & Co Inc | 24,606 | $1.10M | 0.13% | +11,690+90.5% | Added |
| Kentucky Retirement Systems | 24,139 | $1.08M | 0.03% | +24,139 | New |
| Axq Capital, LP | 23,949 | $1.07M | 0.12% | −17,010−41.5% | Reduced |
| NBT Bank N A | 23,838 | $1.07M | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 23,792 | $1.07M | 0.00% | +1,420+6.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,343 | $1.05M | 0.00% | +2,789+13.6% | Added |
| Qube Research & Technologies Ltd | 22,592 | $1.01M | 0.00% | +22,592 | New |
| Demars Financial Group, LLC | 22,536 | $1.01M | 0.28% | +4,796+27.0% | Added |
| Ancora Advisors, LLC | 22,184 | $995.0K | 0.02% | −989−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 22,046 | $988.7K | 0.00% | +1,642+8.0% | Added |
| Advisors Asset Management, Inc. | 21,461 | $962.5K | 0.01% | −3,760−14.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 21,212 | $951.4K | 0.01% | +2,291+12.1% | Added |
| Waterfront Wealth Inc. | 20,226 | $945.0K | 0.15% | +1,809+9.8% | Added |
| Advisor Group Holdings, Inc. | 21,061 | $944.9K | 0.00% | +3,131+17.5% | Added |
| Sumitomo Life Insurance Co | 20,921 | $938.3K | 0.02% | +20,921 | New |
| Henshaw Capital LLC | 20,600 | $923.9K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 20,213 | $906.5K | 0.13% | −771−3.7% | Reduced |
| MetLife Investment Management | 20,072 | $900.2K | 0.00% | +7,850+64.2% | Added |
| Ensign Peak Advisors, Inc | 20,069 | $899.9K | 0.00% | 00.0% | Unchanged |
| Greenland Capital Management LP | 20,000 | $897.0K | 0.17% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 19,801 | $888.1K | 0.02% | +1,216+6.5% | Added |
| Lincoln Capital LLC | 19,801 | $888.1K | 0.16% | −459−2.3% | Reduced |
| Aviso Financial Inc. | 19,805 | $888.0K | 0.03% | +4,234+27.2% | Added |
| Marshall Wace, LLP | 19,589 | $878.6K | 0.00% | +19,589 | New |
| Murchinson Ltd. | 18,924 | $848.7K | 0.41% | +18,924 | New |
| US Bancorp | 18,687 | $838.1K | 0.00% | −3,464−15.6% | Reduced |
| Midway Capital Research & Management | 18,609 | $834.6K | 0.66% | +2,505+15.6% | Added |
| Captrust Financial Advisors | 18,202 | $816.4K | 0.00% | +675+3.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,900 | $802.8K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 17,639 | $791.1K | 0.00% | +2,321+15.2% | Added |
| Third View Private Wealth, LLC | 17,527 | $786.1K | 0.10% | +1,850+11.8% | Added |
| Geneos Wealth Management Inc. | 17,375 | $779.3K | 0.02% | +1,306+8.1% | Added |
| Lido Advisors, LLC | 17,248 | $773.6K | 0.00% | +17,248 | New |
| Atlantic Union Bankshares Corp | 17,026 | $763.6K | 0.01% | −3,566−17.3% | Reduced |
| Frec Markets, Inc. | 16,828 | $754.7K | 0.07% | +11,461+213.5% | Added |
| Copeland Capital Management, LLC | 16,718 | $749.8K | 0.02% | −286−1.7% | Reduced |
| New York State Teachers Retirement System | 16,198 | $726.0K | 0.00% | +16,198 | New |