Brookfield Asset Management Ltd.

BAM

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0001937926

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2026: 629 institutions

Value heldQ2 2026: $67.0B

Institutions holding BAM and their total value by quarter
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.

Institutions holding BAM in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
JPL Wealth Management, LLC	40	$1.79K	0.00%	−2−4.8%	Reduced
Mowery & Schoenfeld Wealth Management, LLC	39	$1.75K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	39	$1.75K	0.00%	+39	New
Action Point Financial Planning, LLC	38	$1.61K	0.00%	+38	New
Golden State Wealth Management, LLC	33	$1.48K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	28	$1.26K	0.00%	−18−39.1%	Reduced
Ronald Blue Trust, Inc.	27	$1.21K	0.00%	00.0%	Unchanged
Activest Wealth Management	26	$1.17K	0.00%	+26	New
Winthrop Capital Management, LLC	25	$1.00K	0.00%	+25	New
Barnes Dennig Private Wealth Management LLC	22	$987	0.00%	00.0%	Unchanged
Advocate Investing Services LLC	22	$987	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	21	$942	0.00%	00.0%	Unchanged
Rossby Financial, LCC	19	$852	0.00%	−16−45.7%	Reduced
McMillan Office, Inc.	19	$852	0.00%	00.0%	Unchanged
Horizon Investments, LLC	18	$807	0.00%	−34−65.4%	Reduced
Private Wealth Asset Management, LLC	18	$807	0.00%	00.0%	Unchanged
Sunrise Financial Services, LLC	12	$538	0.00%	−12−50.0%	Reduced
Trust Co	12	$538	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	10	$449	0.00%	00.0%	Unchanged
Aventura Private Wealth, LLC	7	$314	0.00%	00.0%	Unchanged
Torren Management, LLC	6	$278	0.00%	00.0%	Unchanged
Dorato Capital Management	5	$234	0.00%	00.0%	Unchanged
South State Corp.	5	$225	0.00%	−5−50.0%	Reduced
Mosley Wealth Management	5	$224	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	4	$180	0.00%	−4−50.0%	Reduced
Godfrey Financial Associates, Inc.	4	$179	0.00%	00.0%	Unchanged
Marshall Investment Management, LLC	4	$179	0.00%	+4	New
McGuire Capital Advisors Inc	1	$45	0.00%	+1	New
Abound Wealth Management	0	$2	0.00%	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