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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 7,055 | $316.4K | 0.01% | +1,022+16.9% | Added |
| Schwartz Investment Counsel Inc | 6,900 | $309.5K | 0.01% | −74,277−91.5% | Reduced |
| Credit Agricole S A | 6,892 | $309.1K | 0.00% | −617−8.2% | Reduced |
| Brighton Jones LLC | 6,802 | $305.1K | 0.01% | +404+6.3% | Added |
| Principal Street Partners, LLC | 6,650 | $298.3K | 0.04% | +106+1.6% | Added |
| Heritage Wealth Advisors | 6,648 | $298.2K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 6,624 | $297.1K | 0.00% | −511−7.2% | Reduced |
| Kestra Advisory Services, LLC | 6,600 | $296.0K | 0.00% | +705+12.0% | Added |
| Aster Capital Management (DIFC) Ltd | 6,390 | $286.6K | 0.06% | −51,900−89.0% | Reduced |
| Cigna Investments Inc | 6,155 | $276.0K | 0.04% | −946−13.3% | Reduced |
| Western Wealth Management, LLC | 6,084 | $272.9K | 0.01% | −225−3.6% | Reduced |
| Huntington National Bank | 6,018 | $269.9K | 0.00% | +1,257+26.4% | Added |
| Thrive Wealth Management, LLC | 6,000 | $269.1K | 0.03% | +6,000 | New |
| Berkshire Asset Management LLC | 5,975 | $268.0K | 0.01% | +49+0.8% | Added |
| Stratos Wealth Partners, LTD. | 5,932 | $266.1K | 0.00% | −200−3.3% | Reduced |
| Machina Capital S.A.S. | 5,920 | $265.5K | 0.04% | −67,778−92.0% | Reduced |
| NBC Securities, Inc. | 5,896 | $264.4K | 0.02% | +36+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,730 | $257.0K | 0.00% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 5,721 | $256.6K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,698 | $255.6K | 0.01% | −1,197−17.4% | Reduced |
| Morse Asset Management, Inc | 5,677 | $254.6K | 0.04% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 5,673 | $254.4K | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 5,662 | $253.9K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,655 | $253.6K | 0.01% | +631+12.6% | Added |
| Osmosis Investment Management UK Ltd | 5,607 | $251.4K | 0.01% | −9,188−62.1% | Reduced |
| Fiduciary Trust Co | 5,517 | $247.4K | 0.00% | −5,718−50.9% | Reduced |
| Northwest Financial Advisors | 5,514 | $247.3K | 0.03% | −143−2.5% | Reduced |
| J. Safra Sarasin Holding AG | 5,487 | $246.0K | 0.00% | +5,487 | New |
| Vestmark Advisory Solutions, Inc. | 5,441 | $244.0K | 0.00% | +535+10.9% | Added |
| Clifford Swan Investment Counsel LLC | 5,430 | $243.5K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,391 | $241.8K | 0.01% | −800−12.9% | Reduced |
| Yousif Capital Management, LLC | 5,386 | $241.6K | 0.00% | −5,830−52.0% | Reduced |
| California State Teachers Retirement System | 5,349 | $239.9K | 0.00% | −15,610−74.5% | Reduced |
| Umb Bank N A | 5,275 | $236.6K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,266 | $236.2K | 0.00% | −473−8.2% | Reduced |
| Fox Run Management, L.L.C. | 5,247 | $235.3K | 0.04% | +5,247 | New |
| 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 |
| Round Rock Advisors, LLC | 5,153 | $231.1K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,130 | $230.1K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,117 | $229.5K | 0.01% | +5,117 | New |
| Magnetar Financial LLC | 5,081 | $227.9K | 0.00% | +5,081 | New |
| Silvercrest Asset Management Group LLC | 5,037 | $225.9K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 4,948 | $222.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,936 | $221.4K | 0.01% | −300−5.7% | Reduced |
| Commerce Bank | 4,933 | $221.2K | 0.00% | +119+2.5% | Added |
| Wealthspire Advisors, LLC | 4,919 | $220.6K | 0.00% | +4,919 | New |
| Greenup Street Wealth Management LLC | 4,897 | $219.6K | 0.03% | +4,897 | New |
| Cary Street Partner Investment Advisory LLC | 4,762 | $213.6K | 0.04% | −105−2.2% | Reduced |
| Victory Capital Management Inc | 4,749 | $213.0K | 0.00% | −3,428−41.9% | Reduced |
| We Are One Seven, LLC | 4,725 | $211.9K | 0.00% | +196+4.3% | Added |
| Ieq Capital, LLC | 4,721 | $211.7K | 0.00% | −33,244−87.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,620 | $209.7K | 0.00% | +4,620 | New |
| SeaBridge Investment Advisors LLC | 4,565 | $204.7K | 0.03% | −724−13.7% | Reduced |
| Compass Ion Advisors, LLC | 4,529 | $203.1K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,360 | $195.5K | 0.01% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 4,300 | $192.9K | 0.02% | −18,100−80.8% | Reduced |
| Farther Finance Advisors, LLC | 3,836 | $172.0K | 0.00% | +12+0.3% | Added |
| Clearstead Advisors, LLC | 3,119 | $139.9K | 0.00% | −42,308−93.1% | Reduced |
| GAMMA Investing LLC | 3,000 | $134.6K | 0.01% | +1,001+50.1% | Added |
| Allworth Financial LP | 2,958 | $132.7K | 0.00% | +408+16.0% | Added |
| Pacer Advisors, Inc. | 2,883 | $129.0K | 0.00% | −140−4.6% | Reduced |
| Quent Capital, LLC | 2,764 | $124.0K | 0.01% | −4−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 2,606 | $117.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,543 | $114.1K | 0.00% | +247+10.8% | Added |
| Fifth Third Bancorp | 2,526 | $113.3K | 0.00% | +927+58.0% | Added |
| Farmers & Merchants Investments Inc | 2,519 | $113.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,341 | $105.0K | 0.05% | +34+1.5% | Added |
| Smartleaf Asset Management LLC | 2,199 | $96.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,125 | $95.3K | 0.00% | −200−8.6% | Reduced |
| Birchwood Financial Partners, Inc. | 2,102 | $94.3K | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,072 | $92.9K | 0.00% | +284+15.9% | Added |
| Wolverine Asset Management LLC | 1,973 | $88.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,878 | $84.0K | 0.05% | +108+6.1% | Added |
| Rothschild Investment LLC | 1,870 | $83.9K | 0.00% | −519−21.7% | Reduced |
| Global Retirement Partners, LLC | 1,782 | $79.9K | 0.00% | +1,782 | New |
| Stone House Investment Management, LLC | 1,676 | $75.2K | 0.01% | +1,675+167,500.0% | Added |
| Massmutual Trust Co FSB | 1,674 | $75.1K | 0.00% | +304+22.2% | Added |
| Parallel Advisors, LLC | 1,660 | $74.5K | 0.00% | −1,990−54.5% | Reduced |
| Cromwell Holdings LLC | 1,591 | $71.4K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,587 | $71.2K | 0.00% | +58+3.8% | Added |
| Anchor Investment Management, LLC | 1,577 | $70.7K | 0.01% | −70−4.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,562 | $70.1K | 0.00% | −17−1.1% | Reduced |
| Financial Perspectives, Inc | 1,544 | $69.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,449 | $65.0K | 0.01% | −102−6.6% | Reduced |
| Private Trust Co NA | 1,448 | $64.9K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,400 | $62.7K | 0.01% | −2−0.1% | Reduced |
| Larson Financial Group LLC | 1,339 | $60.0K | 0.00% | +19+1.4% | Added |
| EverSource Wealth Advisors, LLC | 1,333 | $59.8K | 0.00% | −376−22.0% | Reduced |
| HM Payson & Co | 1,299 | $58.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,159 | $52.0K | 0.01% | +854+280.0% | Added |
| Provenance Wealth Advisors, LLC | 1,124 | $50.4K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 750 | $47.7K | 0.01% | +150+25.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,035 | $46.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 1,007 | $45.2K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,001 | $44.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $44.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 920 | $41.3K | 0.00% | +206+28.9% | Added |
| Legacy Bridge, LLC | 909 | $40.8K | 0.01% | 00.0% | Unchanged |