Brookfield Asset Management Ltd. (BAM) — Institutional Holders, Q2 2026

629 institutional investment managers reported a BAM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $67.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← BAM stock profile

BAM in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

216

Trimmed

210

Sold out

Biggest buyers

CAISSE DE DEPOT ET PLACEMENT DU QUEBECAdded · +2,987,099 sh+$134.0M
Capital World InvestorsAdded · +2,969,241 sh+$133.2M
Polar Asset Management PartnersNew · +1,650,165 sh+$74.0M
ROYAL BANK OF CANADAAdded · +1,550,230 sh+$69.5M
MILLENNIUM MANAGEMENTAdded · +1,297,725 sh+$58.2M

Biggest sellers

FMRTrimmed · -3,819,423 sh-$171.3M
FIL LtdTrimmed · -2,846,986 sh-$127.7M
TD ASSET MANAGEMENTTrimmed · -2,567,913 sh-$115.2M
MACKENZIE FINANCIALTrimmed · -2,016,939 sh-$90.5M
D. E. ShawTrimmed · -1,391,080 sh-$62.4M

BAM 13F holders ranked 1–100 of 629

Institutional investors reporting a position in Brookfield Asset Management Ltd. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BROOKFIELD#1 · 1,193,021,145 sh	1,193,021,145	$53.5B	69.50%	0.0%
2	Partners Value Investments L.P.#2 · 29,588,407 sh	29,588,407	$1.3B	13.55%	0.0%
3	ROYAL BANK OF CANADA#3 · 21,259,887 sh	21,259,887	$953.5M	0.14%	+7.9%
4	PRINCIPAL FINANCIAL GROUP#4 · 13,551,754 sh	13,551,754	$607.8M	0.30%	+6.4%
5	Capital World Investors#5 · 13,485,369 sh	13,485,369	$604.8M	0.07%	+28.2%
6	VANGUARD CAPITAL MANAGEMENT#6 · 11,604,929 sh	11,604,929	$520.6M	0.01%	+0.3%
7	MACKENZIE FINANCIAL#7 · 7,748,249 sh	7,748,249	$492.9M	0.49%	-20.7%
8	TD ASSET MANAGEMENT#8 · 10,836,730 sh	10,836,730	$485.9M	0.42%	-19.2%
9	BANK OF MONTREAL#9 · 10,754,386 sh	10,754,386	$481.9M	0.16%	+2.3%
10	Capital International Investors#10 · 7,664,210 sh	7,664,210	$343.7M	0.07%	+0.5%
11	MORGAN STANLEY#11 · 6,876,269 sh	6,876,269	$308.4M	0.02%	+19.4%
12	BlackRock#12 · 6,168,410 sh	6,168,410	$276.7M	<0.01%	+11.8%
13	CIBC Asset Management#13 · 5,701,677 sh	5,701,677	$256.7M	0.56%	+7.9%
14	FMR#14 · 5,329,761 sh	5,329,761	$239.1M	0.01%	-41.7%
15	TD Waterhouse Canada#15 · 5,003,128 sh	5,003,128	$227.4M	—	+6.3%
16	NORGES BANK#16 · 4,996,073 sh	4,996,073	$223.9M	0.02%	—
17	Neuberger Berman Group#17 · 4,854,713 sh	4,854,713	$217.7M	0.14%	+28.6%
18	GEODE CAPITAL MANAGEMENT#18 · 4,601,246 sh	4,601,246	$215.1M	0.01%	-5.9%
19	MANUFACTURERS LIFE INSURANCE COMPANY, THE#19 · 4,686,883 sh	4,686,883	$209.9M	0.16%	-11.9%
20	Beutel, Goodman & Ltd.#20 · 4,579,477 sh	4,579,477	$205.4M	1.51%	-11.7%
21	MASSACHUSETTS FINANCIAL SERVICES#21 · 3,629,105 sh	3,629,105	$189.7M	0.06%	-6.6%
22	GOLDMAN SACHS GROUP#22 · 3,918,684 sh	3,918,684	$175.8M	0.02%	+21.2%
23	STATE STREET#23 · 3,755,973 sh	3,755,973	$168.5M	<0.01%	-1.6%
24	NATIONAL BANK OF CANADA#24 · 3,708,355 sh	3,708,355	$166.0M	0.12%	+49.5%
25	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#25 · 3,679,099 sh	3,679,099	$165.0M	0.24%	+431.7%
26	CIBC WORLD MARKET#26 · 3,568,168 sh	3,568,168	$160.0M	0.26%	-3.2%
27	VANGUARD FIDUCIARY#27 · 3,445,377 sh	3,445,377	$154.6M	0.03%	+0.6%
28	DAVENPORT#28 · 3,357,238 sh	3,357,238	$149.7M	—	-1.5%
29	COOKE & BIELER#29 · 3,064,050 sh	3,064,050	$137.4M	—	-0.7%
30	BANK OF AMERICA#30 · 3,016,329 sh	3,016,329	$135.3M	<0.01%	-12.5%
31	BANK OF NOVA SCOTIA#31 · 2,911,831 sh	2,911,831	$130.7M	0.20%	-3.0%
32	Vanguard Global Advisers#32 · 2,904,268 sh	2,904,268	$130.3M	0.06%	+8.2%
33	FIL Ltd#33 · 2,828,174 sh	2,828,174	$126.9M	0.09%	-50.2%
34	Legal & General Group Plc#34 · 2,329,537 sh	2,329,537	$104.5M	0.02%	+4.9%
35	MARKEL GROUP#35 · 2,193,953 sh	2,193,953	$98.4M	0.75%	0.0%
36	Douglass Winthrop Advisors#36 · 2,095,371 sh	2,095,371	$94.0M	1.62%	-0.7%
37	SCOTIA CAPITAL#37 · 2,053,526 sh	2,053,526	$92.0M	0.34%	+6.4%
38	TORONTO DOMINION BANK#38 · 1,765,437 sh	1,765,437	$79.1M	0.09%	+2.8%
39	Polar Asset Management Partners#39 · 1,650,165 sh	1,650,165	$74.0M	1.22%	New
40	CANADA PENSION PLAN INVESTMENT BOARD#40 · 1,641,737 sh	1,641,737	$73.6M	0.04%	-24.4%
41	INTACT INVESTMENT MANAGEMENT#41 · 1,609,078 sh	1,609,078	$72.2M	2.05%	-3.1%
42	Madison Asset Management#42 · 1,570,419 sh	1,570,419	$70.4M	0.84%	-6.2%
43	JPMORGAN CHASE#43 · 1,599,818 sh	1,599,818	$70.4M	<0.01%	+3.1%
44	JANE STREET GROUP#44 · 1,563,571 sh	1,563,571	$70.1M	<0.01%	-16.8%
45	MILLENNIUM MANAGEMENT#45 · 1,509,083 sh	1,509,083	$67.7M	0.02%	+614.0%
46	1832 Asset Management L.P.#46 · 1,269,340 sh	1,269,340	$56.9M	0.03%	+57.1%
47	NATIXIS ADVISORS#47 · 1,209,892 sh	1,209,892	$54.3M	0.06%	+44.1%
48	JONES FINANCIAL COMPANIES LLLP#48 · 1,208,246 sh	1,208,246	$53.9M	0.02%	+46.8%
49	Federation des caisses Desjardins du Quebec#49 · 1,178,219 sh	1,178,219	$52.7M	0.16%	+27.3%
50	Quadrature Capital Ltd#50 · 1,173,362 sh	1,173,362	$52.6M	0.45%	+107.1%
51	NORTHERN#51 · 1,101,554 sh	1,101,554	$49.4M	<0.01%	+4.5%
52	Connor, Clark & Lunn Investment Management Ltd.#52 · 1,091,775 sh	1,091,775	$49.0M	0.09%	+3.2%
53	Nuveen#53 · 1,089,912 sh	1,089,912	$48.9M	0.01%	+4.5%
54	FIRST MANHATTAN#54 · 1,069,167 sh	1,069,167	$47.9M	0.12%	-3.4%
55	Alyeska Investment Group, L.P.#55 · 1,063,448 sh	1,063,448	$47.7M	0.12%	New
56	Sather Financial Group#56 · 944,347 sh	944,347	$42.4M	2.43%	+65.2%
57	Bank of New York Mellon#57 · 934,507 sh	934,507	$41.9M	<0.01%	-7.3%
58	FENIMORE ASSET MANAGEMENT#58 · 908,085 sh	908,085	$40.7M	—	-1.1%
59	VANGUARD ASSET MANAGEMENT, Ltd#59 · 839,902 sh	839,902	$37.7M	0.03%	+8.5%
60	Amundi#60 · 778,923 sh	778,923	$35.0M	<0.01%	+10.6%
61	BRITISH COLUMBIA INVESTMENT MANAGEMENT#61 · 768,961 sh	768,961	$34.5M	0.22%	-16.8%
62	DEUTSCHE BANK AG\#62 · 702,508 sh	702,508	$31.5M	<0.01%	-11.3%
63	WELLS FARGO & COMPANY#63 · 687,238 sh	687,238	$30.8M	<0.01%	+6.4%
64	OMERS ADMINISTRATION#64 · 675,600 sh	675,600	$30.3M	0.18%	New
65	VANGUARD PORTFOLIO MANAGEMENT#65 · 672,964 sh	672,964	$30.2M	<0.01%	+45.5%
66	AQR CAPITAL MANAGEMENT#66 · 635,125 sh	635,125	$28.5M	<0.01%	+14.1%
67	Invesco Ltd.#67 · 628,251 sh	628,251	$28.2M	<0.01%	-60.9%
68	Broad Run Investment Management#68 · 602,709 sh	602,709	$27.0M	4.16%	-0.2%
69	UBS Group AG#69 · 594,032 sh	594,032	$26.6M	<0.01%	-9.2%
70	D. E. Shaw#70 · 567,472 sh	567,472	$25.4M	0.01%	-71.0%
71	SCHRODER INVESTMENT MANAGEMENT GROUP#71 · 544,903 sh	544,903	$24.4M	0.02%	+16.4%
72	GFI Investment Counsel Ltd.#72 · 541,297 sh	541,297	$24.2M	3.29%	-2.4%
73	MUFG SECURITIES (CANADA), LTD.#73 · 532,989 sh	532,989	$23.9M	0.64%	-4.6%
74	NICOLA WEALTH MANAGEMENT LTD.#74 · 515,658 sh	515,658	$23.1M	2.66%	+18.9%
75	GUARDIAN CAPITAL#75 · 512,297 sh	512,297	$23.0M	0.56%	+42.8%
76	ENVESTNET ASSET MANAGEMENT#76 · 489,638 sh	489,638	$22.0M	<0.01%	+8.6%
77	HRT FINANCIAL#77 · 476,116 sh	476,116	$21.4M	0.05%	-42.7%
78	GREAT WEST LIFE ASSURANCE#78 · 441,388 sh	441,388	$19.7M	0.03%	+15.7%
79	DDD Partners#79 · 435,175 sh	435,175	$19.5M	1.22%	New
80	Russell Investments Group, Ltd.#80 · 431,006 sh	431,006	$19.3M	0.02%	+274.2%
81	BALYASNY ASSET MANAGEMENT L.P.#81 · 429,159 sh	429,159	$19.2M	0.02%	New
82	PORTLAND INVESTMENT COUNSEL#82 · 422,387 sh	422,387	$18.9M	5.28%	0.0%
83	NEW YORK STATE COMMON RETIREMENT FUND#83 · 418,500 sh	418,500	$18.8M	0.02%	-7.5%
84	PUBLIC SECTOR PENSION INVESTMENT BOARD#84 · 417,834 sh	417,834	$18.7M	0.05%	+580.5%
85	CI INVESTMENTS#85 · 410,315 sh	410,315	$18.4M	0.06%	0.0%
86	MONTRUSCO BOLTON INVESTMENTS#86 · 394,654 sh	394,654	$17.7M	—	+14.3%
87	Fiera Capital#87 · 380,446 sh	380,446	$17.1M	0.06%	+2.4%
88	PICTON MAHONEY ASSET MANAGEMENT#88 · 373,792 sh	373,792	$16.7M	0.12%	New
89	Addenda Capital#89 · 259,947 sh	259,947	$16.5M	—	+3.5%
90	Fideuram Asset Management (Ireland) dac#90 · 252,291 sh	252,291	$16.5M	0.31%	New
91	FRANKLIN RESOURCES#91 · 336,511 sh	336,511	$15.1M	<0.01%	+109.7%
92	Corient Private Wealth#92 · 331,366 sh	331,366	$14.9M	0.02%	-63.2%
93	Guardian Partners#93 · 329,729 sh	329,729	$14.8M	—	-3.5%
94	Quantinno Capital Management#94 · 321,557 sh	321,557	$14.4M	0.02%	+14.2%
95	Rheos Capital Works#95 · 320,000 sh	320,000	$14.4M	0.82%	New
96	RHUMBLINE ADVISERS#96 · 319,025 sh	319,025	$14.3M	0.01%	+1.5%
97	BARCLAYS PLC#97 · 313,116 sh	313,116	$14.0M	<0.01%	-38.8%
98	Capital International#98 · 296,720 sh	296,720	$13.3M	0.09%	+0.2%
99	RAYMOND JAMES FINANCIAL#99 · 294,328 sh	294,328	$13.2M	<0.01%	+11.3%
100	SG Americas Securities#100 · 291,930 sh	291,930	$13.1M	<0.01%	-11.4%

Funds that sold out of BAM in Q2 2026 (65)

Held BAM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held BAM in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
RENAISSANCE TECHNOLOGIES1,103,325 sh	1,103,325	$49.0M
APG Asset Management N.V.229,334 sh	229,334	$8.8M
Canoe Financial162,000 sh	162,000	$7.2M
Motley Fool Wealth Management98,935 sh	98,935	$4.4M
XTX Topco Ltd96,000 sh	96,000	$4.3M
Assenagon Asset Management S.A.81,075 sh	81,075	$3.6M
Entropy Technologies80,257 sh	80,257	$3.6M
Timelo Investment Management65,000 sh	65,000	$2.9M
NewGen Asset Management Ltd54,000 sh	54,000	$2.4M
Sciencast Management51,850 sh	51,850	$2.3M
Squarepoint Ops50,897 sh	50,897	$2.3M
Strategic Advisors43,072 sh	43,072	$1.9M
Rezny Wealth Management40,913 sh	40,913	$1.8M
SIG North Trading, ULC34,775 sh	34,775	$1.5M
PDT Partners23,600 sh	23,600	$1.0M
Qsemble Capital Management22,280 sh	22,280	$990.3K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.18,704 sh	18,704	$831.4K
Weiss Asset Management16,320 sh	16,320	$725.4K
CAPITAL FUND MANAGEMENT S.A.14,802 sh	14,802	$657.9K
SIMPLEX TRADING14,463 sh	14,463	$642.9K
WORLDQUANT MILLENNIUM ADVISORS10,606 sh	10,606	$470.8K
TWINBEECH CAPITAL10,264 sh	10,264	$456.2K
Alpine Global Management10,053 sh	10,053	$446.9K
AIGEN INVESTMENT MANAGEMENT6,983 sh	6,983	$431.9K
SummitTX Capital, L.P.9,546 sh	9,546	$424.3K
Metis Global Partners9,487 sh	9,487	$420.4K
Bridgefront Capital8,212 sh	8,212	$365.0K
Odyssean7,662 sh	7,662	$340.6K
J.Safra Asset Management7,252 sh	7,252	$322.4K
ASR Vermogensbeheer N.V.7,212 sh	7,212	$319.6K
Storgate7,030 sh	7,030	$312.5K
Snowden Capital Advisors6,797 sh	6,797	$301.3K
Summerhill Capital Management lnc.6,652 sh	6,652	$295.2K
Lester Murray Antman dba SimplyRich6,254 sh	6,254	$277.0K
Yorktown Management & Research5,637 sh	5,637	$250.6K
Athena Wealth Management5,251 sh	5,251	$233.4K
Evercore Wealth Management5,136 sh	5,136	$228.3K
Fisher Asset Management4,941 sh	4,941	$219.6K
LEUCADIA NATIONAL4,576 sh	4,576	$203.4K
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES3,446 sh	3,446	$153.2K
Solstein Capital2,066 sh	2,066	$91.8K
TIAA Wealth Investment Management2,036 sh	2,036	$90.5K
GoalVest Advisory1,990 sh	1,990	$88.5K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt1,926 sh	1,926	$85.6K
DAGCO1,765 sh	1,765	$78.5K
Hanson & Doremus Investment Management1,548 sh	1,548	$69.0K
Addison Advisors1,524 sh	1,524	$67.7K
Root Financial Partners1,283 sh	1,283	$57.0K
Eurizon Capital SGR S.p.A.731 sh	731	$32.5K
CULLEN/FROST BANKERS575 sh	575	$25.6K
Union Bancaire Privee, UBP SA776 sh	776	$25.4K
Innovative Asset Advisors Group500 sh	500	$22.2K
Legacy Wealth Managment190 sh	190	$8.4K
Sound Income Strategies177 sh	177	$7.8K
Boreal Capital Management175 sh	175	$7.8K
TWIN PEAKS WEALTH ADVISORS89 sh	89	$4.0K
Richardson Capital Management60 sh	60	$2.7K
Scarborough Advisors58 sh	58	$2.6K
Magnolia Wealth Management55 sh	55	$2.4K
CURIO WEALTH26 sh	26	$1.2K
Hamrick Investment Counsel26 sh	26	$1.2K
Intentional Wealth Strategies24 sh	24	$1.1K
TOMPKINS FINANCIAL23 sh	23	$1.0K
Kilter Group22 sh	22	$978.00
HIGHLINE WEALTH PARTNERS12 sh	12	$533.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.