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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 16,112 | $722.6K | 0.01% | −925−5.4% | Reduced |
| Chemistry Wealth Management LLC | 15,789 | $708.1K | 0.11% | −464−2.9% | Reduced |
| Gabelli Funds LLC | 15,724 | $705.2K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 15,705 | $704.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,686 | $703.5K | 0.02% | −1,088−6.5% | Reduced |
| Park Avenue Securities LLC | 15,558 | $698.0K | 0.00% | −460−2.9% | Reduced |
| Warren Averett Asset Management, LLC | 15,264 | $684.6K | 0.00% | +1,608+11.8% | Added |
| Jain Global LLC | 15,000 | $673.1K | 0.01% | +15,000 | New |
| Gateway Investment Advisers LLC | 14,859 | $666.4K | 0.01% | +55+0.4% | Added |
| CIBC Bancorp USA Inc. | 13,014 | $665.0K | 0.00% | −5,192−28.5% | Reduced |
| Atria Investments LLC | 14,567 | $653.3K | 0.01% | +2,050+16.4% | Added |
| Tower Research Capital LLC (TRC) | 14,534 | $651.9K | 0.02% | +8,957+160.6% | Added |
| 2Xideas AG | 14,441 | $647.0K | 0.28% | −8,086−35.9% | Reduced |
| Alps Advisors Inc | 14,371 | $644.5K | 0.00% | −1,319−8.4% | Reduced |
| Blair William & Co | 14,338 | $643.0K | 0.00% | +215+1.5% | Added |
| Carnegie Lake Advisors LLC | 14,301 | $641.4K | 0.24% | 00.0% | Unchanged |
| Chicago Capital, LLC | 14,284 | $640.6K | 0.02% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 14,188 | $636.3K | 0.10% | −20−0.1% | Reduced |
| Bessemer Group Inc | 14,176 | $636.0K | 0.00% | +2,231+18.7% | Added |
| Cresset Asset Management, LLC | 14,139 | $634.1K | 0.00% | +3,355+31.1% | Added |
| Principal Securities, Inc. | 14,060 | $630.6K | 0.01% | +1,320+10.4% | Added |
| TCG Advisory Services, LLC | 14,029 | $629.2K | 0.01% | +2,133+17.9% | Added |
| Private Advisor Group, LLC | 13,918 | $624.2K | 0.00% | +2,103+17.8% | Added |
| Vise Technologies, Inc. | 13,818 | $619.7K | 0.01% | +6,037+77.6% | Added |
| Regions Financial Corp | 13,709 | $614.8K | 0.00% | +382+2.9% | Added |
| HB Wealth Management, LLC | 13,614 | $610.6K | 0.00% | +1,517+12.5% | Added |
| Quadrant Capital Group LLC | 13,243 | $593.9K | 0.02% | +133+1.0% | Added |
| Ritholtz Wealth Management | 13,220 | $592.9K | 0.01% | −460−3.4% | Reduced |
| Check Capital Management Inc | 13,129 | $588.8K | 0.03% | +175+1.4% | Added |
| Twin Tree Management, LP | 13,021 | $584.0K | 0.09% | +13,021 | New |
| Ethic Inc. | 12,784 | $573.4K | 0.01% | +12,784 | New |
| Carson Advisory Inc. | 12,706 | $569.9K | 0.26% | +3,952+45.1% | Added |
| Needham Investment Management LLC | 12,570 | $563.7K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,417 | $556.9K | 0.00% | +2,265+22.3% | Added |
| Sterling Capital Management LLC | 12,220 | $548.1K | 0.01% | +5,626+85.3% | Added |
| Generali Asset Management SPA SGR | 8,438 | $536.8K | 0.01% | −23,800−73.8% | Reduced |
| Taylor Hoffman Capital Management LLC | 11,909 | $534.1K | 0.13% | +257+2.2% | Added |
| Pacifica Partners Inc. | 11,731 | $533.8K | 0.16% | −330−2.7% | Reduced |
| MML Investors Services, LLC | 11,819 | $530.1K | 0.00% | −1,277−9.8% | Reduced |
| Purpose Unlimited Inc. | 11,726 | $529.4K | 0.02% | +2,046+21.1% | Added |
| Allen Investment Management LLC | 11,772 | $528.0K | 0.01% | +13+0.1% | Added |
| Equity Wealth Partners, LLC | 11,755 | $527.2K | 0.19% | −201−1.7% | Reduced |
| Kraematon Investment Advisors, Inc | 11,560 | $518.5K | 0.39% | −456−3.8% | Reduced |
| Stamos Capital Partners, L.P. | 11,545 | $517.8K | 0.08% | +4,694+68.5% | Added |
| Royal London Asset Management Ltd | 11,492 | $515.4K | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 11,373 | $510.1K | 0.04% | +11,373 | New |
| North Dakota State Investment Board | 11,370 | $509.9K | 0.02% | +318+2.9% | Added |
| Centiva Capital, LP | 11,352 | $509.1K | 0.02% | +8,464+293.1% | Added |
| UniSuper Management Pty Ltd | 7,975 | $507.4K | 0.00% | +475+6.3% | Added |
| TBH Global Asset Management, LLC | 11,257 | $504.9K | 0.09% | −526−4.5% | Reduced |
| Gilbert & Cook, Inc. | 11,166 | $500.8K | 0.06% | +2,483+28.6% | Added |
| Gotham Asset Management, LLC | 11,025 | $494.5K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,957 | $490.0K | 0.10% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 10,863 | $487.2K | 0.01% | +2,956+37.4% | Added |
| Denali Advisors LLC | 10,700 | $479.9K | 0.05% | +600+5.9% | Added |
| Atomi Financial Group, Inc. | 10,531 | $472.3K | 0.01% | +2,203+26.5% | Added |
| Bank of Nova Scotia Trust Co | 10,292 | $461.6K | 0.04% | +956+10.2% | Added |
| Sanctuary Advisors, LLC | 10,205 | $457.7K | 0.00% | +4,816+89.4% | Added |
| Prospera Financial Services Inc | 10,089 | $452.5K | 0.01% | −161−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,017 | $449.3K | 0.03% | −46−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 9,933 | $445.5K | 0.00% | +7,819+369.9% | Added |
| Summit Financial, LLC | 9,928 | $445.3K | 0.00% | +173+1.8% | Added |
| Integrated Wealth Concepts LLC | 9,816 | $440.2K | 0.00% | −498−4.8% | Reduced |
| St. Louis Trust Co | 12,899 | $440.1K | 0.12% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 9,725 | $436.2K | 0.01% | +220+2.3% | Added |
| Keybank National Association | 9,272 | $415.9K | 0.00% | +1,116+13.7% | Added |
| Griffin Asset Management, Inc. | 9,271 | $415.8K | 0.04% | +11+0.1% | Added |
| Everett Harris & Co | 9,149 | $410.3K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 9,198 | $408.9K | 0.07% | +9,198 | New |
| Salvus Wealth Management, LLC | 9,084 | $407.4K | 0.23% | −823−8.3% | Reduced |
| Crossmark Global Holdings, Inc. | 9,054 | $406.1K | 0.01% | −1,803−16.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 9,004 | $403.8K | 0.05% | +7+0.1% | Added |
| RMB Capital Management, LLC | 8,953 | $401.5K | 0.01% | +3,226+56.3% | Added |
| Frank, Rimerman Advisors LLC | 8,857 | $397.2K | 0.02% | −241−2.6% | Reduced |
| Laurion Capital Management LP | 8,822 | $395.7K | 0.03% | −6,678−43.1% | Reduced |
| Bryn Mawr Trust Co | 8,778 | $393.7K | 0.01% | −205−2.3% | Reduced |
| Virtu Financial LLC | 8,771 | $393.0K | 0.01% | −16,132−64.8% | Reduced |
| Brown Brothers Harriman & Co | 8,514 | $381.9K | 0.00% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 8,363 | $374.4K | 0.05% | +904+12.1% | Added |
| Leavell Investment Management, Inc. | 8,345 | $374.3K | 0.01% | −1,554−15.7% | Reduced |
| Merit Financial Group, LLC | 8,234 | $369.3K | 0.00% | −796−8.8% | Reduced |
| Leonteq Securities AG | 8,167 | $366.3K | 0.02% | −3,142−27.8% | Reduced |
| Signaturefd, LLC | 8,077 | $362.3K | 0.00% | +2,825+53.8% | Added |
| Advisory Services Network, LLC | 8,039 | $360.5K | 0.00% | −2,579−24.3% | Reduced |
| Ballentine Partners, LLC | 8,020 | $359.7K | 0.00% | −281−3.4% | Reduced |
| Cardinal Point Capital Management, ULC | 8,020 | $359.1K | 0.02% | −71−0.9% | Reduced |
| Corient IA LLC | 7,990 | $358.4K | 0.33% | −3,260−29.0% | Reduced |
| Viewpoint Investment Partners Corp | 7,848 | $350.7K | 0.12% | −75−0.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,700 | $345.3K | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 7,615 | $341.5K | 0.00% | −4,010−34.5% | Reduced |
| Canal Capital Management, LLC | 7,521 | $337.3K | 0.04% | −12,436−62.3% | Reduced |
| Mutual Advisors, LLC | 7,486 | $335.8K | 0.01% | −44−0.6% | Reduced |
| Arkadios Wealth Advisors | 7,481 | $335.5K | 0.01% | +7,481 | New |
| Rhodes Investment Advisors Inc | 7,261 | $325.7K | 0.24% | −387−5.1% | Reduced |
| Wulff, Hansen & Co. | 7,244 | $324.9K | 0.25% | −443−5.8% | Reduced |
| Evergreen Capital Management LLC | 7,209 | $323.3K | 0.01% | +7,209 | New |
| Capital Advisors Inc | 7,167 | $321.4K | 0.00% | +7,167 | New |
| Hendershot Investments Inc. | 7,158 | $321.0K | 0.04% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 7,149 | $320.6K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 7,148 | $320.6K | 0.01% | +665+10.3% | Added |