Brookfield Asset Management Ltd. (BAM) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 629
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Marks Group Wealth Management#201 · 63,127 sh | 63,127 | $2.8M | 0.25% | -24.7% |
| 202 | VAN DEN BERG MANAGEMENT I#202 · 62,424 sh | 62,424 | $2.8M | 0.59% | +48.3% |
| 203 | Asset Management One , Ltd.#203 · 61,925 sh | 61,925 | $2.8M | — | 0.0% |
| 204 | Mariner#204 · 61,915 sh | 61,915 | $2.8M | <0.01% | -27.4% |
| 205 | XPONANCE#205 · 61,330 sh | 61,330 | $2.8M | 0.02% | +49.8% |
| 206 | LINCLUDEN MANAGEMENT LTD#206 · 43,179 sh | 43,179 | $2.7M | 0.27% | -38.4% |
| 207 | LEE DANNER & BASS#207 · 60,883 sh | 60,883 | $2.7M | 0.16% | -6.2% |
| 208 | LPL Financial#208 · 59,085 sh | 59,085 | $2.6M | <0.01% | +6.0% |
| 209 | Avanza Fonder AB#209 · 40,634 sh | 40,634 | $2.6M | — | +60.9% |
| 210 | Chicago Partners Investment Group#210 · 56,471 sh | 56,471 | $2.6M | — | -1.9% |
| 211 | Police & Firemen's Retirement System of New Jersey#211 · 57,523 sh | 57,523 | $2.6M | 0.02% | -2.6% |
| 212 | Utah Retirement Systems#212 · 57,509 sh | 57,509 | $2.6M | 0.02% | -7.3% |
| 213 | Tacita Capital#213 · 57,099 sh | 57,099 | $2.6M | 1.39% | +17.0% |
| 214 | Empowered Funds#214 · 55,375 sh | 55,375 | $2.5M | 0.01% | +864.9% |
| 215 | Davidson Kahn Capital Management#215 · 55,125 sh | 55,125 | $2.5M | — | +0.9% |
| 216 | NEW SOUTH CAPITAL MANAGEMENT#216 · 54,669 sh | 54,669 | $2.5M | 0.11% | -22.6% |
| 217 | Investment Management of Ontario#217 · 53,833 sh | 53,833 | $2.4M | 0.03% | +0.4% |
| 218 | Mn Services Vermogensbeheer B.V.#218 · 53,100 sh | 53,100 | $2.4M | — | -18.4% |
| 219 | CHARLES SCHWAB INVESTMENT MANAGEMENT#219 · 53,071 sh | 53,071 | $2.4M | <0.01% | +87.9% |
| 220 | Cumberland Partners Ltd#220 · 52,825 sh | 52,825 | $2.4M | 0.15% | +93.4% |
| 221 | Gold Investment Management Ltd.#221 · 52,343 sh | 52,343 | $2.3M | — | +1.6% |
| 222 | TEALWOOD ASSET MANAGEMENT#222 · 52,256 sh | 52,256 | $2.3M | — | +1.6% |
| 223 | BNP Paribas Asset Management Holding S.A.#223 · 51,223 sh | 51,223 | $2.3M | <0.01% | +55.1% |
| 224 | BNP PARIBAS FINANCIAL MARKETS#224 · 50,191 sh | 50,191 | $2.3M | <0.01% | +82.3% |
| 225 | Cambridge Investment Research Advisors#225 · 49,510 sh | 49,510 | $2.2M | <0.01% | +29.7% |
| 226 | LAWSON KROEKER INVESTMENT MANAGEMENT#226 · 48,387 sh | 48,387 | $2.2M | — | -12.3% |
| 227 | PensionDanmark Pensionsforsikringsaktieselskab#227 · 48,110 sh | 48,110 | $2.2M | — | +12.9% |
| 228 | Baird Financial Group#228 · 45,809 sh | 45,809 | $2.1M | <0.01% | +131.4% |
| 229 | Moerus Capital Management#229 · 41,318 sh | 41,318 | $1.9M | 0.83% | 0.0% |
| 230 | BNP PARIBAS#230 · 40,429 sh | 40,429 | $1.8M | 0.05% | 0.0% |
| 231 | AIA Group Ltd#231 · 40,263 sh | 40,263 | $1.8M | 0.02% | 0.0% |
| 232 | Lipe & Dalton#232 · 40,091 sh | 40,091 | $1.8M | — | -10.5% |
| 233 | Uniplan Investment Counsel#233 · 39,585 sh | 39,585 | $1.8M | 0.17% | -1.9% |
| 234 | Live Oak Private Wealth#234 · 38,101 sh | 38,101 | $1.7M | 0.21% | -11.7% |
| 235 | Capula Management Ltd#235 · 37,800 sh | 37,800 | $1.7M | <0.01% | 0.0% |
| 236 | O'SHAUGHNESSY ASSET MANAGEMENT#236 · 36,216 sh | 36,216 | $1.6M | <0.01% | +24.1% |
| 237 | TANDEM CAPITAL MANAGEMENT#237 · 35,416 sh | 35,416 | $1.6M | — | -1.2% |
| 238 | Colonial / SC#238 · 35,289 sh | 35,289 | $1.6M | 0.20% | -3.4% |
| 239 | SPROTT#239 · 35,134 sh | 35,134 | $1.6M | 0.05% | -8.5% |
| 240 | Rockefeller Capital Management L.P.#240 · 34,772 sh | 34,772 | $1.6M | <0.01% | +3.4% |
| 241 | Vanguard Personalized Indexing Management#241 · 34,163 sh | 34,163 | $1.5M | 0.01% | +10.3% |
| 242 | AMALGAMATED BANK#242 · 33,876 sh | 33,876 | $1.5M | — | +49.9% |
| 243 | BRIDGES INVESTMENT MANAGEMENT#243 · 31,588 sh | 31,588 | $1.4M | 0.02% | +30.3% |
| 244 | Ervin Investment Management#244 · 30,907 sh | 30,907 | $1.4M | — | -6.2% |
| 245 | WEALTH ENHANCEMENT ADVISORY SERVICES#245 · 29,270 sh | 29,270 | $1.4M | — | -2.9% |
| 246 | Capital Group Investment Management Pte. Ltd.#246 · 30,292 sh | 30,292 | $1.4M | 0.20% | +3.6% |
| 247 | Adalta Capital Management#247 · 29,990 sh | 29,990 | $1.3M | 0.59% | -4.7% |
| 248 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#248 · 29,686 sh | 29,686 | $1.3M | <0.01% | +19.3% |
| 249 | Radnor Capital Management#249 · 28,739 sh | 28,739 | $1.3M | — | 0.0% |
| 250 | Swiss Life Asset Management Ltd#250 · 28,774 sh | 28,774 | $1.3M | <0.01% | -67.2% |
| 251 | M&T BANK#251 · 28,426 sh | 28,426 | $1.3M | <0.01% | 0.0% |
| 252 | Maridea Wealth Management#252 · 28,364 sh | 28,364 | $1.3M | 0.14% | +16.5% |
| 253 | BCV Asset Management#253 · 28,592 sh | 28,592 | $1.3M | 0.04% | +4.1% |
| 254 | Castle Rock Wealth Management#254 · 26,427 sh | 26,427 | $1.2M | — | +5.3% |
| 255 | VOYA INVESTMENT MANAGEMENT#255 · 26,423 sh | 26,423 | $1.2M | <0.01% | +37.6% |
| 256 | Timber Creek Capital Management#256 · 25,917 sh | 25,917 | $1.2M | 0.24% | 0.0% |
| 257 | Spears Abacus Advisors#257 · 25,582 sh | 25,582 | $1.1M | 0.02% | -3.1% |
| 258 | MONETA GROUP INVESTMENT ADVISORS#258 · 25,503 sh | 25,503 | $1.1M | <0.01% | -0.2% |
| 259 | MERCER GLOBAL ADVISORS#259 · 25,353 sh | 25,353 | $1.1M | <0.01% | +1.5% |
| 260 | Diversify Advisory Services#260 · 23,869 sh | 23,869 | $1.1M | — | New |
| 261 | DIVERSIFY WEALTH MANAGEMENT#261 · 23,869 sh | 23,869 | $1.1M | — | -0.2% |
| 262 | Summit Trail Advisors#262 · 25,231 sh | 25,231 | $1.1M | 0.01% | +11.3% |
| 263 | NATIXIS#263 · 24,968 sh | 24,968 | $1.1M | <0.01% | +18.0% |
| 264 | CULBERTSON A N#264 · 24,606 sh | 24,606 | $1.1M | — | +90.5% |
| 265 | Kentucky Retirement Systems#265 · 24,139 sh | 24,139 | $1.1M | 0.03% | New |
| 266 | AXQ CAPITAL#266 · 23,949 sh | 23,949 | $1.1M | 0.12% | -41.5% |
| 267 | NBT BANK N A#267 · 23,838 sh | 23,838 | $1.1M | — | 0.0% |
| 268 | Pathstone#268 · 23,792 sh | 23,792 | $1.1M | <0.01% | +6.3% |
| 269 | WILEY BROS.-AINTREE CAPITAL#269 · 23,343 sh | 23,343 | $1.0M | <0.01% | +13.6% |
| 270 | Qube Research & Technologies Ltd#270 · 22,592 sh | 22,592 | $1.0M | <0.01% | New |
| 271 | Demars Financial Group#271 · 22,536 sh | 22,536 | $1.0M | — | +27.0% |
| 272 | Ancora Advisors#272 · 22,184 sh | 22,184 | $995.0K | 0.02% | -4.3% |
| 273 | COMMONWEALTH EQUITY SERVICES#273 · 22,046 sh | 22,046 | $988.7K | <0.01% | +8.0% |
| 274 | Advisors Asset Management#274 · 21,461 sh | 21,461 | $962.5K | 0.01% | -14.9% |
| 275 | Williams Jones Wealth Management#275 · 21,212 sh | 21,212 | $951.4K | 0.01% | +12.1% |
| 276 | Waterfront Wealth#276 · 20,226 sh | 20,226 | $945.0K | 0.15% | +9.8% |
| 277 | OSAIC#277 · 21,061 sh | 21,061 | $944.9K | <0.01% | +17.5% |
| 278 | SUMITOMO LIFE INSURANCE#278 · 20,921 sh | 20,921 | $938.3K | 0.02% | New |
| 279 | Henshaw Capital#279 · 20,600 sh | 20,600 | $923.9K | 0.03% | 0.0% |
| 280 | Blue Fin Capital#280 · 20,213 sh | 20,213 | $906.5K | 0.13% | -3.7% |
| 281 | MetLife Investment Management#281 · 20,072 sh | 20,072 | $900.2K | <0.01% | +64.2% |
| 282 | Ensign Peak Advisors#282 · 20,069 sh | 20,069 | $899.9K | <0.01% | 0.0% |
| 283 | Greenland Capital Management#283 · 20,000 sh | 20,000 | $897.0K | 0.11% | 0.0% |
| 284 | Maryland State Retirement & Pension System#284 · 19,801 sh | 19,801 | $888.1K | 0.02% | +6.5% |
| 285 | Lincoln Capital#285 · 19,801 sh | 19,801 | $888.1K | — | -2.3% |
| 286 | Aviso Financial#286 · 19,805 sh | 19,805 | $888.0K | 0.03% | +27.2% |
| 287 | MARSHALL WACE, LLP#287 · 19,589 sh | 19,589 | $878.6K | <0.01% | New |
| 288 | Murchinson Ltd.#288 · 18,924 sh | 18,924 | $848.7K | 0.12% | New |
| 289 | US BANCORP \DE\#289 · 18,687 sh | 18,687 | $838.1K | <0.01% | -15.6% |
| 290 | Midway Capital Research & Management#290 · 18,609 sh | 18,609 | $834.6K | — | +15.6% |
| 291 | CAPTRUST FINANCIAL ADVISORS#291 · 18,202 sh | 18,202 | $816.4K | <0.01% | +3.9% |
| 292 | Grantham, Mayo, Van Otterloo#292 · 17,900 sh | 17,900 | $802.8K | <0.01% | 0.0% |
| 293 | TRUIST FINANCIAL#293 · 17,639 sh | 17,639 | $791.1K | <0.01% | +15.2% |
| 294 | Third View Private Wealth#294 · 17,527 sh | 17,527 | $786.1K | 0.10% | +11.8% |
| 295 | Geneos Wealth Management#295 · 17,375 sh | 17,375 | $779.3K | 0.02% | +8.1% |
| 296 | Lido Advisors#296 · 17,248 sh | 17,248 | $773.6K | <0.01% | New |
| 297 | Union Bankshares#297 · 17,026 sh | 17,026 | $763.6K | 0.01% | -17.3% |
| 298 | Frec Markets#298 · 16,828 sh | 16,828 | $754.7K | 0.07% | +213.5% |
| 299 | Copeland Capital Management#299 · 16,718 sh | 16,718 | $749.8K | — | -1.7% |
| 300 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#300 · 16,198 sh | 16,198 | $726.0K | — | New |
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.