What is the 13F Pro Quality Score for BAM?

13F Pro ranks Brookfield Asset Management Ltd. (BAM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BAM's current score at https://13fpro.ai/research/BAM (free sign-up required for the full ranking).

Which hedge funds own the most BAM stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BAM include BROOKFIELD /ON/, Partners Value Investments L.P., ROYAL BANK OF CANADA. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/BAM as soon as new 13F filings post.

Where does 13F Pro source BAM data?

All Brookfield Asset Management Ltd. fundamentals and ownership data come directly from SEC EDGAR. Brookfield Asset Management Ltd. files with the SEC under CIK 1937926. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BAM in?

Brookfield Asset Management Ltd. (BAM) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is BAM research updated on 13F Pro?

BAM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Brookfield Asset Management Ltd.(BAM)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

BAM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Brookfield Asset Management Ltd. (BAM), a Financials sector company. BAM is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Brookfield Asset Management Ltd. reports quarterly revenue of $1.3B, net income of $586.0M, an operating margin of 52.0%. Top institutional holders of BAM by reported 13-F value include BROOKFIELD /ON/, Partners Value Investments L.P., ROYAL BANK OF CANADA, based on the most recent SEC filings. BAM trades on the NYSE exchange and files with the SEC under CIK 1937926. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BAM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Brookfield Asset Management Ltd. directly from SEC EDGAR.

Revenue

Q1 2026

$1.3B

Net Income

Q1 2026

$586.0M

Free Cash Flow

Q1 2026

$338.0M

Operating Margin

Q1 2026

52.0%

D/E Ratio

Q1 2026

0.34

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+21.0% YoY

$4.82BFY 2025

FY23 $4.06BFY24 $3.98BFY25 $4.82B

Net Income

+13.8% YoY

$2.40BFY 2025

FY23 $2.14BFY24 $2.11BFY25 $2.40B

EPS (Diluted)

—FY 2025

FY23 $1.13FY24 —FY25 —

Total Assets

+20.4% YoY

$17.05BFY 2025

FY23 $3.21BFY24 $14.16BFY25 $17.05B

Op. Cash Flow

+30.3% YoY

$2.10BFY 2025

FY23 $1.44BFY24 $1.61BFY25 $2.10B

Metric	FY 2025	FY 2024	FY 2023
Revenue	$4.82B +21.0%	$3.98B -2.0%	$4.06B
Net Income	$2.40B +13.8%	$2.11B -1.4%	$2.14B
EPS (Diluted)	—	—	$1.13
Total Assets	$17.05B +20.4%	$14.16B +341.7%	$3.21B
Operating Cash Flow	$2.10B +30.3%	$1.61B +12.0%	$1.44B

AI Insight: BAM Financial Trends

Revenue grew 24% year-over-year to $1.34B in Q1 2026, but operating cash flow halved sequentially, signaling execution risk.

• Revenue surged from $1.08B in Q1 2025 to $1.39B in Q4 2025, then moderated to $1.34B in Q1 2026—23.6% annual growth.

• Net income rose 15.6% year-over-year (Q1 2025: $507M → Q1 2026: $586M), indicating stable earnings despite revenue volatility.

• Operating cash flow collapsed 55% quarter-over-quarter: $706M in Q4 2025 to $338M in Q1 2026, the lowest since Q1 2025.

⚠ Equity vanished from balance sheet in Q1 2026 (reported as blank). Debt stood at $2.95B—reconciliation needed.

⚠ Operating cash flow showed erratic quarterly pattern ($265M → $752M → $706M → $338M). Q1 2026 decline raises working capital concerns.

AI Insight: BAM Ratio Trends

BAM's profitability metrics collapsed in Q1 2026 after strong 2025 momentum—operating margin dropped 13.6pp and NPM fell 0.3pp sequentially.

• Operating margin surged from 53.8% in Q1 2025 to 65.6% in Q4 2025, then plummeted to 52.0% in Q1 2026.

• Net profit margin peaked at 55.3% in Q3 2025, declining to 43.8% in Q1 2026—a 11.5pp drop.

• ROA deteriorated from 16.8% in Q3 2025 to 13.1% in Q1 2026, matching Q1 2025 lows.

⚠ ROIC surged to 94.3% in Q1 2026, a dramatic spike from 36.4% in Q3 2025—likely reflects seasonal or one-off Q1 earnings swings.

⚠ TTM ROA of 13.8% masks Q1 2026's sharper 13.1% decline—recent quarter weakness not yet fully reflected in trailing metrics.

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Available Research

13F Pro tracks comprehensive data for Brookfield Asset Management Ltd. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BAM

BROOKFIELD Corp /ON/
$53.0B1,193,021,145 sh
Partners Value Investments L.P.
$1.3B29,588,407 sh
ROYAL BANK OF CANADA
$876.1M19,709,657 sh
TD ASSET MANAGEMENT INC
$594.1M13,404,643 sh
PRINCIPAL FINANCIAL GROUP INC
$566.1M12,735,547 sh
VANGUARD CAPITAL MANAGEMENT LLC
$514.3M11,566,760 sh
BANK OF MONTREAL /CAN/
$467.5M10,513,011 sh
Capital World Investors
$467.4M10,516,128 sh
MACKENZIE FINANCIAL CORP
$434.1M9,765,188 sh
FMR LLC
$406.7M9,149,184 sh

Fund	Value	Shares
BROOKFIELD Corp /ON/	$53.0B	1,193,021,145
Partners Value Investments L.P.	$1.3B	29,588,407
ROYAL BANK OF CANADA	$876.1M	19,709,657
TD ASSET MANAGEMENT INC	$594.1M	13,404,643
PRINCIPAL FINANCIAL GROUP INC	$566.1M	12,735,547
VANGUARD CAPITAL MANAGEMENT LLC	$514.3M	11,566,760
BANK OF MONTREAL /CAN/	$467.5M	10,513,011
Capital World Investors	$467.4M	10,516,128
MACKENZIE FINANCIAL CORP	$434.1M	9,765,188
FMR LLC	$406.7M	9,149,184

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Is BAM a good stock to buy?

13F Pro's AI-powered analysis of Brookfield Asset Management Ltd. (BAM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BAM are available on the BAM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own BAM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BAM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Brookfield Asset Management Ltd.'s investment landscape.