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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 905 | $40.6K | 0.00% | −5−0.5% | Reduced |
| Hillsdale Investment Management Inc. | 900 | $40.3K | 0.00% | −74,970−98.8% | Reduced |
| Allied Private Wealth LLC | 883 | $40.2K | 0.03% | +883 | New |
| Pin Oak Investment Advisors Inc | 893 | $40.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 868 | $38.9K | 0.00% | +52+6.4% | Added |
| St Germain D J Co Inc | 849 | $38.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 848 | $38.0K | 0.00% | +4+0.5% | Added |
| Key Financial Inc | 841 | $37.7K | 0.01% | −581−40.9% | Reduced |
| Cary Street Partners Financial LLC | 804 | $36.1K | 0.00% | −5−0.6% | Reduced |
| Lummis Asset Management, LP | 797 | $35.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 764 | $34.3K | 0.00% | +55+7.8% | Added |
| Roble, Belko & Company, Inc | 755 | $34.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 600 | $31.2K | 0.00% | +600 | New |
| Banque Transatlantique SA | 600 | $26.9K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 597 | $26.8K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 587 | $26.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 582 | $26.1K | 0.00% | −413−41.5% | Reduced |
| CoreCap Advisors, LLC | 569 | $25.5K | 0.00% | −2−0.4% | Reduced |
| Trust Co of Vermont | 562 | $25.2K | 0.00% | +562 | New |
| Atlantic Trust, LLC | 523 | $23.5K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 620 | $22.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 489 | $21.9K | 0.00% | +162+49.5% | Added |
| SHP Wealth Management | 459 | $20.6K | 0.00% | +52+12.8% | Added |
| Neo Ivy Capital Management | 454 | $20.4K | 0.00% | −8,569−95.0% | Reduced |
| Hara Capital LLC | 451 | $20.2K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 405 | $18.2K | 0.00% | +405 | New |
| Wellington-Altus USA Inc. | 405 | $18.0K | 0.01% | −1,280−76.0% | Reduced |
| Financial Management Professionals, Inc. | 392 | $17.6K | 0.00% | −1,705−81.3% | Reduced |
| Basecamp Wealth Advisors LLC | 392 | $17.6K | 0.00% | −269−40.7% | Reduced |
| Silicon Valley Capital Partners | 384 | $17.2K | 0.00% | +4+1.1% | Added |
| Community Bank, N.A. | 382 | $17.1K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 348 | $15.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 336 | $15.0K | 0.00% | +336 | New |
| IFG Advisory, LLC | 310 | $13.9K | 0.00% | −3,105−90.9% | Reduced |
| Asset Dedication, LLC | 306 | $13.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 304 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 294 | $13.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 291 | $13.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 278 | $12.5K | 0.00% | +278 | New |
| Commonwealth Retirement Investments LLC | 274 | $12.3K | 0.00% | +274 | New |
| Pinnacle Bancorp, Inc. | 262 | $11.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 261 | $11.7K | 0.00% | +261 | New |
| Motco | 248 | $11.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 250 | $11.0K | 0.00% | +250 | New |
| True Wealth Design, LLC | 240 | $10.8K | 0.00% | −49−17.0% | Reduced |
| Raffa Wealth Management, LLC | 235 | $10.5K | 0.00% | +170+261.5% | Added |
| Walleye Capital LLC | 217 | $9.73K | 0.00% | −5,238−96.0% | Reduced |
| Fortitude Family Office, LLC | 207 | $9.28K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 207 | $9.26K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 200 | $8.97K | 0.01% | −72−26.5% | Reduced |
| TD Private Client Wealth LLC | 195 | $8.74K | 0.00% | −355−64.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 192 | $8.61K | 0.00% | −80−29.4% | Reduced |
| Delta Asset Management LLC | 190 | $8.52K | 0.00% | +35+22.6% | Added |
| WPG Advisers, LLC | 187 | $8.39K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 176 | $7.89K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 168 | $7.53K | 0.00% | +168 | New |
| Cornerstone Financial Management LLC | 167 | $7.49K | 0.01% | +14+9.2% | Added |
| Kemnay Advisory Services Inc. | 166 | $7.45K | 0.00% | +7+4.4% | Added |
| Burkett Financial Services, LLC | 166 | $7.45K | 0.00% | +166 | New |
| Financial Consulate, Inc | 154 | $6.91K | 0.00% | −99−39.1% | Reduced |
| Richardson Financial Services Inc. | 150 | $6.73K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 146 | $6.55K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 140 | $6.28K | 0.00% | −210−60.0% | Reduced |
| New England Capital Financial Advisors LLC | 137 | $6.14K | 0.00% | +1+0.7% | Added |
| CVA Family Office, LLC | 132 | $5.92K | 0.00% | −27−17.0% | Reduced |
| JNBA Financial Advisors | 129 | $5.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 121 | $5.43K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 106 | $4.75K | 0.00% | −134−55.8% | Reduced |
| North Star Investment Management Corp. | 106 | $4.75K | 0.00% | +38+55.9% | Added |
| Ares Financial Consulting, LLC | 105 | $4.71K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 101 | $4.53K | 0.00% | +101 | New |
| Beacon Investment Advisory Services, Inc. | 100 | $4.49K | 0.00% | −57−36.3% | Reduced |
| Triumph Capital Management | 100 | $4.49K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 90 | $4.04K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 87 | $3.90K | 0.00% | +87 | New |
| Cornerstone Planning Group LLC | 83 | $3.85K | 0.00% | −14−14.4% | Reduced |
| Fortis Group Advisors, LLC | 84 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 81 | $3.63K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 80 | $3.59K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $3.59K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 80 | $3.59K | 0.00% | +80 | New |
| Darwin Advisors, LLC | 79 | $3.54K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 76 | $3.40K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 72 | $3.27K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 72 | $3.23K | 0.00% | +46+176.9% | Added |
| CX Institutional | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 66 | $2.96K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 65 | $2.92K | 0.00% | +65 | New |
| Union Savings Bank | 62 | $2.78K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 60 | $2.69K | 0.00% | +38+172.7% | Added |
| SJS Investment Consulting Inc. | 58 | $2.60K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 57 | $2.56K | 0.00% | +4+7.5% | Added |
| JFS Wealth Advisors, LLC | 54 | $2.42K | 0.00% | +4+8.0% | Added |
| Evermay Wealth Management LLC | 51 | $2.29K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 51 | $2.29K | 0.00% | +51 | New |
| UMA Financial Services, Inc. | 49 | $2.20K | 0.00% | −8−14.0% | Reduced |
| VSM Wealth Advisory, LLC | 48 | $2.15K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 45 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 41 | $2.00K | 0.00% | −200−83.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 40 | $1.79K | 0.00% | −13−24.5% | Reduced |