Brookfield Asset Management Ltd. (BAM) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BAM 13F holders ranked 101–200 of 629
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | AVIVA PLC#101 · 288,054 sh | 288,054 | $12.9M | 0.02% | -18.0% |
| 102 | America First Investment Advisors#102 · 285,378 sh | 285,378 | $12.8M | 2.38% | +0.2% |
| 103 | Marathon Asset Management Ltd#103 · 283,088 sh | 283,088 | $12.7M | — | -12.8% |
| 104 | Sequoia Financial Advisors#104 · 281,732 sh | 281,732 | $12.6M | 0.06% | -3.4% |
| 105 | BRUNI J V#105 · 270,666 sh | 270,666 | $12.1M | 1.11% | -1.3% |
| 106 | Partners Group Holding AG#106 · 269,350 sh | 269,350 | $12.1M | 0.82% | -12.6% |
| 107 | Baskin Financial Services#107 · 257,314 sh | 257,314 | $11.5M | — | -0.9% |
| 108 | MCDONALD CAPITAL INVESTORS#108 · 253,457 sh | 253,457 | $11.4M | 0.83% | -25.2% |
| 109 | Janney Montgomery Scott#109 · 241,482 sh | 241,482 | $10.8M | 0.02% | +0.4% |
| 110 | Capital International Sarl#110 · 240,761 sh | 240,761 | $10.8M | 0.15% | +8.5% |
| 111 | Liontrust Investment Partners LLP#111 · 235,594 sh | 235,594 | $10.6M | 0.16% | New |
| 112 | WELLINGTON MANAGEMENT GROUP LLP#112 · 233,092 sh | 233,092 | $10.5M | <0.01% | -6.3% |
| 113 | Sumitomo Mitsui DS Asset Management Company, Ltd#113 · 233,029 sh | 233,029 | $10.5M | — | New |
| 114 | VAN ECK ASSOCIATES#114 · 230,395 sh | 230,395 | $10.3M | <0.01% | -38.8% |
| 115 | TOCQUEVILLE ASSET MANAGEMENT L.P.#115 · 226,234 sh | 226,234 | $10.1M | 0.13% | -6.2% |
| 116 | AGF MANAGEMENT LTD#116 · 216,478 sh | 216,478 | $9.8M | 0.04% | +0.1% |
| 117 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#117 · 217,310 sh | 217,310 | $9.7M | 0.09% | New |
| 118 | PRICE T ROWE ASSOCIATES#118 · 215,993 sh | 215,993 | $9.7M | <0.01% | -0.1% |
| 119 | Alberta Investment Management#119 · 216,096 sh | 216,096 | $9.7M | 0.05% | +113.9% |
| 120 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#120 · 214,276 sh | 214,276 | $9.6M | 0.02% | +0.3% |
| 121 | ARS Investment Partners#121 · 211,158 sh | 211,158 | $9.5M | 0.41% | New |
| 122 | STIFEL FINANCIAL#122 · 205,293 sh | 205,293 | $9.2M | <0.01% | -2.0% |
| 123 | State of Tennessee, Treasury Department#123 · 200,871 sh | 200,871 | $9.0M | 0.03% | -2.5% |
| 124 | VOLORIDGE INVESTMENT MANAGEMENT#124 · 200,133 sh | 200,133 | $9.0M | 0.04% | New |
| 125 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#125 · 198,723 sh | 198,723 | $8.9M | <0.01% | 0.0% |
| 126 | Clearbridge Investments#126 · 196,372 sh | 196,372 | $8.8M | <0.01% | +11.2% |
| 127 | SEI INVESTMENTS#127 · 194,955 sh | 194,955 | $8.7M | <0.01% | -0.3% |
| 128 | Blue Zone Wealth Advisors#128 · 189,447 sh | 189,447 | $8.5M | — | -1.9% |
| 129 | HORIZON KINETICS ASSET MANAGEMENT#129 · 189,299 sh | 189,299 | $8.5M | 0.10% | -0.1% |
| 130 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#130 · 183,593 sh | 183,593 | $8.2M | 0.02% | -13.2% |
| 131 | SUMMITRY#131 · 181,848 sh | 181,848 | $8.2M | 0.27% | +5.8% |
| 132 | WOODMONT INVESTMENT COUNSEL#132 · 174,118 sh | 174,118 | $7.8M | 0.43% | +0.4% |
| 133 | LAFFER TENGLER INVESTMENTS#133 · 170,279 sh | 170,279 | $7.6M | 0.98% | +4.8% |
| 134 | Motley Fool Asset Management#134 · 169,208 sh | 169,208 | $7.6M | 0.29% | -4.2% |
| 135 | Vanguard Investments Australia, Ltd.#135 · 168,879 sh | 168,879 | $7.6M | 0.02% | -16.6% |
| 136 | Creative Planning#136 · 165,810 sh | 165,810 | $7.4M | <0.01% | +19.5% |
| 137 | Treasurer of the State of North Carolina#137 · 161,341 sh | 161,341 | $7.2M | 0.02% | -1.4% |
| 138 | ALLIANCEBERNSTEIN L.P.#138 · 150,912 sh | 150,912 | $6.7M | <0.01% | +0.4% |
| 139 | Compagnie Lombard Odier SCmA#139 · 144,725 sh | 144,725 | $6.5M | 0.07% | 0.0% |
| 140 | Korea Investment#140 · 141,940 sh | 141,940 | $6.4M | 0.01% | -51.8% |
| 141 | MAI Capital Management#141 · 140,690 sh | 140,690 | $6.3M | 0.02% | +0.8% |
| 142 | CITADEL ADVISORS#142 · 139,421 sh | 139,421 | $6.3M | <0.01% | -63.7% |
| 143 | AMERICAN CENTURY COMPANIES#143 · 133,629 sh | 133,629 | $6.0M | <0.01% | +79.1% |
| 144 | Pictet Asset Management Holding SA#144 · 129,540 sh | 129,540 | $5.8M | <0.01% | -17.5% |
| 145 | Point72 Asset Management, L.P.#145 · 124,098 sh | 124,098 | $5.6M | <0.01% | New |
| 146 | TWO SIGMA INVESTMENTS#146 · 123,656 sh | 123,656 | $5.5M | <0.01% | +67.6% |
| 147 | CITIGROUP#147 · 121,673 sh | 121,673 | $5.5M | <0.01% | -28.1% |
| 148 | CAPITAL INTERNATIONAL LTD#148 · 118,596 sh | 118,596 | $5.3M | 0.17% | +0.6% |
| 149 | Smith, Salley & Associates#149 · 112,311 sh | 112,311 | $5.0M | 0.22% | -0.7% |
| 150 | Cerity Partners#150 · 111,644 sh | 111,644 | $5.0M | <0.01% | -2.7% |
| 151 | FIRST ADVISORS#151 · 105,590 sh | 105,590 | $4.7M | <0.01% | +1522.7% |
| 152 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#152 · 104,600 sh | 104,600 | $4.7M | <0.01% | -88.9% |
| 153 | Woodbridge LTD#153 · 103,216 sh | 103,216 | $4.6M | 0.02% | 0.0% |
| 154 | STATE OF WISCONSIN INVESTMENT BOARD#154 · 102,982 sh | 102,982 | $4.6M | <0.01% | -20.3% |
| 155 | BAMCO#155 · 102,513 sh | 102,513 | $4.6M | <0.01% | -74.2% |
| 156 | Texas Yale Capital#156 · 101,585 sh | 101,585 | $4.6M | 0.10% | -1.5% |
| 157 | Colonial Advisors#157 · 99,605 sh | 99,605 | $4.5M | 0.31% | +0.2% |
| 158 | HighTower Advisors#158 · 98,101 sh | 98,101 | $4.4M | <0.01% | +4.3% |
| 159 | Zurcher Kantonalbank (Zurich Cantonalbank)#159 · 98,068 sh | 98,068 | $4.4M | <0.01% | -8.0% |
| 160 | STRS OHIO#160 · 97,466 sh | 97,466 | $4.4M | 0.02% | -38.1% |
| 161 | SKBA CAPITAL MANAGEMENT#161 · 97,200 sh | 97,200 | $4.4M | 0.72% | -18.0% |
| 162 | Steward Partners Investment Advisory#162 · 93,628 sh | 93,628 | $4.2M | 0.02% | +10.7% |
| 163 | WEST BANCORPORATION#163 · 93,091 sh | 93,091 | $4.2M | 1.79% | 0.0% |
| 164 | Azimuth Capital Investment Management#164 · 91,948 sh | 91,948 | $4.1M | 0.14% | -3.8% |
| 165 | Harvest Portfolios Group#165 · 90,454 sh | 90,454 | $4.1M | 0.06% | +7.2% |
| 166 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#166 · 89,854 sh | 89,854 | $4.0M | <0.01% | -72.1% |
| 167 | LANDMARK INVESTMENT PARTNERS, L.P.#167 · 73,864 sh | 73,864 | $4.0M | 1.01% | New |
| 168 | FORA Capital#168 · 87,902 sh | 87,902 | $3.9M | 0.27% | +23.7% |
| 169 | Sanibel Captiva Company#169 · 87,069 sh | 87,069 | $3.9M | 0.10% | -2.1% |
| 170 | BECK MACK & OLIVER#170 · 85,820 sh | 85,820 | $3.8M | 0.07% | -4.4% |
| 171 | Cardinal Capital Management#171 · 84,812 sh | 84,812 | $3.8M | — | New |
| 172 | Capricorn Fund Managers Ltd#172 · 82,400 sh | 82,400 | $3.7M | 0.29% | New |
| 173 | INTECH INVESTMENT MANAGEMENT#173 · 81,132 sh | 81,132 | $3.6M | 0.03% | 0.0% |
| 174 | USS Investment Management Ltd#174 · 79,081 sh | 79,081 | $3.6M | 0.01% | +28.5% |
| 175 | Jones Collombin Investment Counsel#175 · 79,918 sh | 79,918 | $3.5M | 1.09% | 0.0% |
| 176 | DekaBank Deutsche Girozentrale#176 · 79,236 sh | 79,236 | $3.5M | <0.01% | 0.0% |
| 177 | Apollon Wealth Management#177 · 78,055 sh | 78,055 | $3.5M | — | +292.3% |
| 178 | SEGALL BRYANT & HAMILL#178 · 77,210 sh | 77,210 | $3.5M | 0.04% | New |
| 179 | Nykredit A/S#179 · 76,963 sh | 76,963 | $3.5M | 0.01% | — |
| 180 | Cetera Investment Advisers#180 · 76,379 sh | 76,379 | $3.4M | <0.01% | +17.8% |
| 181 | MIZUHO MARKETS AMERICAS#181 · 75,000 sh | 75,000 | $3.4M | 0.05% | 0.0% |
| 182 | Focus Partners Wealth#182 · 74,738 sh | 74,738 | $3.4M | <0.01% | -1.7% |
| 183 | Providence Capital Advisors#183 · 74,510 sh | 74,510 | $3.3M | 0.51% | New |
| 184 | ArrowMark Colorado#184 · 73,459 sh | 73,459 | $3.3M | 0.14% | -2.6% |
| 185 | Lansforsakringar Fondforvaltning AB (publ)#185 · 72,467 sh | 72,467 | $3.2M | 0.01% | -25.8% |
| 186 | SUSQUEHANNA ADVISORS GROUP#186 · 72,337 sh | 72,337 | $3.2M | 0.06% | New |
| 187 | AMERIPRISE FINANCIAL#187 · 68,642 sh | 68,642 | $3.2M | <0.01% | -0.4% |
| 188 | BROWN ADVISORY#188 · 70,672 sh | 70,672 | $3.2M | <0.01% | -5.3% |
| 189 | Rathbones Group PLC#189 · 70,241 sh | 70,241 | $3.1M | 0.01% | +0.2% |
| 190 | TritonPoint Partners#190 · 70,059 sh | 70,059 | $3.1M | 0.26% | +775.3% |
| 191 | Brookstone Capital Management#191 · 68,260 sh | 68,260 | $3.1M | — | New |
| 192 | Northwest & Ethical Investments L.P.#192 · 68,179 sh | 68,179 | $3.1M | 0.07% | +33.4% |
| 193 | Jupiter Topco#193 · 67,898 sh | 67,898 | $3.0M | <0.01% | — |
| 194 | Bridgewater Associates#194 · 67,547 sh | 67,547 | $3.0M | 0.01% | +122.3% |
| 195 | Prana Capital Management#195 · 66,461 sh | 66,461 | $3.0M | 0.09% | +485.0% |
| 196 | PNC FINANCIAL SERVICES GROUP#196 · 66,278 sh | 66,278 | $3.0M | <0.01% | +21.5% |
| 197 | Blue Sky Capital Consultants Group#197 · 65,401 sh | 65,401 | $2.9M | — | +26.2% |
| 198 | TRITONPOINT WEALTH#198 · 64,766 sh | 64,766 | $2.9M | — | -0.4% |
| 199 | KIRR MARBACH#199 · 64,246 sh | 64,246 | $2.9M | — | +9.2% |
| 200 | PRIVATE MANAGEMENT GROUP#200 · 63,362 sh | 63,362 | $2.8M | 0.07% | -0.2% |
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.