Brookfield Asset Management Ltd. (BAM) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 629
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Callan Family Office#401 · 7,055 sh | 7,055 | $316.4K | <0.01% | +16.9% |
| 402 | SCHWARTZ INVESTMENT COUNSEL#402 · 6,900 sh | 6,900 | $309.5K | — | -91.5% |
| 403 | CREDIT AGRICOLE S A#403 · 6,892 sh | 6,892 | $309.1K | <0.01% | -8.2% |
| 404 | BRIGHTON JONES#404 · 6,802 sh | 6,802 | $305.1K | <0.01% | +6.3% |
| 405 | Principal Street Partners#405 · 6,650 sh | 6,650 | $298.3K | 0.04% | +1.6% |
| 406 | Heritage Wealth Advisors#406 · 6,648 sh | 6,648 | $298.2K | 0.01% | 0.0% |
| 407 | DIMENSIONAL FUND ADVISORS#407 · 6,624 sh | 6,624 | $297.1K | <0.01% | -7.2% |
| 408 | Kestra Advisory Services#408 · 6,600 sh | 6,600 | $296.0K | <0.01% | +12.0% |
| 409 | Aster Capital Management (DIFC) Ltd#409 · 6,390 sh | 6,390 | $286.6K | 0.06% | -89.0% |
| 410 | CIGNA INVESTMENTS#410 · 6,155 sh | 6,155 | $276.0K | — | -13.3% |
| 411 | Western Wealth Management#411 · 6,084 sh | 6,084 | $272.9K | <0.01% | -3.6% |
| 412 | HUNTINGTON NATIONAL BANK#412 · 6,018 sh | 6,018 | $269.9K | <0.01% | +26.4% |
| 413 | Thrive Wealth Management#413 · 6,000 sh | 6,000 | $269.1K | — | New |
| 414 | BERKSHIRE ASSET MANAGEMENT#414 · 5,975 sh | 5,975 | $268.0K | 0.01% | +0.8% |
| 415 | Stratos Wealth Partners, LTD.#415 · 5,932 sh | 5,932 | $266.1K | <0.01% | -3.3% |
| 416 | Machina Capital S.A.S.#416 · 5,920 sh | 5,920 | $265.5K | 0.04% | -92.0% |
| 417 | NBC SECURITIES#417 · 5,896 sh | 5,896 | $264.4K | — | +0.6% |
| 418 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#418 · 5,730 sh | 5,730 | $257.0K | — | 0.0% |
| 419 | Whetstone Capital Advisors#419 · 5,721 sh | 5,721 | $256.6K | 0.07% | 0.0% |
| 420 | PFG Investments#420 · 5,698 sh | 5,698 | $255.6K | <0.01% | -17.4% |
| 421 | Morse Asset Management#421 · 5,677 sh | 5,677 | $254.6K | 0.04% | 0.0% |
| 422 | GoodHaven Capital Management#422 · 5,673 sh | 5,673 | $254.4K | 0.08% | 0.0% |
| 423 | SEARLE#423 · 5,662 sh | 5,662 | $253.9K | 0.06% | 0.0% |
| 424 | Venturi Wealth Management#424 · 5,655 sh | 5,655 | $253.6K | <0.01% | +12.6% |
| 425 | Osmosis Investment Management UK Ltd#425 · 5,607 sh | 5,607 | $251.4K | 0.01% | -62.1% |
| 426 | FIDUCIARY#426 · 5,517 sh | 5,517 | $247.4K | <0.01% | -50.9% |
| 427 | Northwest Financial Advisors#427 · 5,514 sh | 5,514 | $247.3K | 0.03% | -2.5% |
| 428 | J. Safra Sarasin Holding AG#428 · 5,487 sh | 5,487 | $246.0K | — | New |
| 429 | Vestmark Advisory Solutions#429 · 5,441 sh | 5,441 | $244.0K | <0.01% | +10.9% |
| 430 | CLIFFORD SWAN INVESTMENT COUNSEL#430 · 5,430 sh | 5,430 | $243.5K | <0.01% | 0.0% |
| 431 | Moors & Cabot#431 · 5,391 sh | 5,391 | $241.8K | <0.01% | -12.9% |
| 432 | YOUSIF CAPITAL MANAGEMENT#432 · 5,386 sh | 5,386 | $241.6K | — | -52.0% |
| 433 | UMB Bank, n.a.#433 · 5,275 sh | 5,275 | $236.6K | <0.01% | 0.0% |
| 434 | NewEdge Wealth#434 · 5,266 sh | 5,266 | $236.2K | <0.01% | -8.2% |
| 435 | FOX RUN MANAGEMENT, L.L.C.#435 · 5,247 sh | 5,247 | $235.3K | 0.04% | New |
| 436 | BAKER BOYER NATIONAL BANK#436 · 5,200 sh | 5,200 | $233.2K | 0.06% | 0.0% |
| 437 | Intellectus Partners#437 · 5,200 sh | 5,200 | $233.2K | 0.04% | New |
| 438 | Crescent Grove Advisors#438 · 5,200 sh | 5,200 | $233.2K | — | +2.0% |
| 439 | Round Rock Advisors#439 · 5,153 sh | 5,153 | $231.1K | 0.03% | 0.0% |
| 440 | PARSONS CAPITAL MANAGEMENT#440 · 5,130 sh | 5,130 | $230.1K | 0.01% | 0.0% |
| 441 | Verdence Capital Advisors#441 · 5,117 sh | 5,117 | $229.5K | — | New |
| 442 | Magnetar Financial#442 · 5,081 sh | 5,081 | $227.9K | <0.01% | New |
| 443 | SILVERCREST ASSET MANAGEMENT GROUP#443 · 5,037 sh | 5,037 | $225.9K | <0.01% | 0.0% |
| 444 | HERITAGE INVESTORS MANAGEMENT#444 · 4,948 sh | 4,948 | $222.0K | <0.01% | 0.0% |
| 445 | Strategic Wealth Partners, Ltd.#445 · 4,936 sh | 4,936 | $221.4K | 0.01% | -5.7% |
| 446 | COMMERCE BANK#446 · 4,933 sh | 4,933 | $221.2K | <0.01% | +2.5% |
| 447 | Wealthspire Advisors#447 · 4,919 sh | 4,919 | $220.6K | <0.01% | New |
| 448 | GREENUP STREET WEALTH MANAGEMENT#448 · 4,897 sh | 4,897 | $219.6K | 0.03% | New |
| 449 | CARY STREET PARTNERS INVESTMENT ADVISORY#449 · 4,762 sh | 4,762 | $213.6K | 0.04% | -2.2% |
| 450 | VICTORY CAPITAL MANAGEMENT#450 · 4,749 sh | 4,749 | $213.0K | <0.01% | -41.9% |
| 451 | MGO ONE SEVEN#451 · 4,725 sh | 4,725 | $211.9K | <0.01% | +4.3% |
| 452 | IEQ CAPITAL#452 · 4,721 sh | 4,721 | $211.7K | <0.01% | -87.6% |
| 453 | Allspring Global Investments#453 · 4,620 sh | 4,620 | $209.7K | <0.01% | New |
| 454 | SeaBridge Investment Advisors#454 · 4,565 sh | 4,565 | $204.7K | 0.03% | -13.7% |
| 455 | Compass Ion Advisors#455 · 4,529 sh | 4,529 | $203.1K | — | 0.0% |
| 456 | Washington Advisors#456 · 4,360 sh | 4,360 | $195.5K | — | 0.0% |
| 457 | Westerkirk Capital#457 · 4,300 sh | 4,300 | $192.9K | 0.02% | -80.8% |
| 458 | Farther Finance Advisors#458 · 3,836 sh | 3,836 | $172.0K | — | +0.3% |
| 459 | Parkside Financial Bank#459 · 3,174 sh | 3,174 | $142.4K | <0.01% | +107.6% |
| 460 | Clearstead Advisors#460 · 3,119 sh | 3,119 | $139.9K | <0.01% | -93.1% |
| 461 | GAMMA Investing#461 · 3,000 sh | 3,000 | $134.6K | — | +50.1% |
| 462 | Allworth Financial#462 · 2,958 sh | 2,958 | $132.7K | <0.01% | +16.0% |
| 463 | Pacer Advisors#463 · 2,883 sh | 2,883 | $129.0K | <0.01% | -82.4% |
| 464 | Quent Capital#464 · 2,764 sh | 2,764 | $124.0K | <0.01% | -0.1% |
| 465 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#465 · 2,606 sh | 2,606 | $117.0K | <0.01% | 0.0% |
| 466 | SBI Securities , Ltd.#466 · 2,543 sh | 2,543 | $114.1K | — | +10.8% |
| 467 | FIFTH THIRD BANCORP#467 · 2,526 sh | 2,526 | $113.3K | <0.01% | +58.0% |
| 468 | FARMERS & MERCHANTS INVESTMENTS#468 · 2,519 sh | 2,519 | $113.0K | — | 0.0% |
| 469 | Essential Partners#469 · 2,341 sh | 2,341 | $105.0K | — | +1.5% |
| 470 | Smartleaf Asset Management#470 · 2,199 sh | 2,199 | $96.8K | <0.01% | 0.0% |
| 471 | AdvisorNet Financial#471 · 2,125 sh | 2,125 | $95.3K | — | -8.6% |
| 472 | Birchwood Financial Partners#472 · 2,102 sh | 2,102 | $94.3K | 0.08% | 0.0% |
| 473 | NISA INVESTMENT ADVISORS#473 · 2,072 sh | 2,072 | $92.9K | — | +15.9% |
| 474 | WOLVERINE ASSET MANAGEMENT#474 · 1,973 sh | 1,973 | $88.5K | <0.01% | 0.0% |
| 475 | Covestor Ltd#475 · 1,878 sh | 1,878 | $84.0K | 0.05% | +6.1% |
| 476 | ROTHSCHILD INVESTMENT#476 · 1,870 sh | 1,870 | $83.9K | <0.01% | -21.7% |
| 477 | Global Retirement Partners#477 · 1,782 sh | 1,782 | $79.9K | <0.01% | — |
| 478 | Stone House Investment Management#478 · 1,676 sh | 1,676 | $75.2K | — | New |
| 479 | MassMutual Private Wealth & , FSB#479 · 1,674 sh | 1,674 | $75.1K | — | +22.2% |
| 480 | Parallel Advisors#480 · 1,660 sh | 1,660 | $74.5K | <0.01% | -54.5% |
| 481 | Cromwell#481 · 1,591 sh | 1,591 | $71.4K | 0.03% | 0.0% |
| 482 | Anchor Investment Management#482 · 1,577 sh | 1,577 | $70.7K | <0.01% | -4.3% |
| 483 | Cassaday & Wealth Management#483 · 1,562 sh | 1,562 | $70.1K | <0.01% | -1.1% |
| 484 | Financial Perspectives#484 · 1,544 sh | 1,544 | $69.2K | 0.02% | 0.0% |
| 485 | Versant Capital Management#485 · 1,449 sh | 1,449 | $65.0K | — | -6.6% |
| 486 | PRIVATE NA#486 · 1,448 sh | 1,448 | $64.9K | — | 0.0% |
| 487 | LOUISBOURG INVESTMENTS#487 · 1,400 sh | 1,400 | $62.7K | — | -0.1% |
| 488 | Larson Financial Group#488 · 1,339 sh | 1,339 | $60.0K | <0.01% | +1.4% |
| 489 | EverSource Wealth Advisors#489 · 1,333 sh | 1,333 | $59.8K | <0.01% | +261.2% |
| 490 | HM PAYSON#490 · 1,299 sh | 1,299 | $58.3K | <0.01% | 0.0% |
| 491 | Rosenberg Matthew Hamilton#491 · 1,159 sh | 1,159 | $52.0K | — | +280.0% |
| 492 | Provenance Wealth Advisors#492 · 1,124 sh | 1,124 | $50.4K | <0.01% | 0.0% |
| 493 | LOM Asset Management Ltd#493 · 750 sh | 750 | $47.7K | 0.01% | +25.0% |
| 494 | BARTLETT & WEALTH MANAGEMENT#494 · 1,035 sh | 1,035 | $46.4K | <0.01% | 0.0% |
| 495 | BFSG#495 · 1,007 sh | 1,007 | $45.2K | <0.01% | 0.0% |
| 496 | DHJJ Financial Advisors, Ltd.#496 · 1,001 sh | 1,001 | $44.9K | — | 0.0% |
| 497 | Princeton Global Asset Management#497 · 1,000 sh | 1,000 | $44.9K | — | 0.0% |
| 498 | ASSETMARK#498 · 920 sh | 920 | $41.3K | — | +28.9% |
| 499 | Legacy Bridge#499 · 909 sh | 909 | $40.8K | 0.01% | 0.0% |
| 500 | Pinnacle Wealth Planning Services#500 · 905 sh | 905 | $40.6K | <0.01% | -0.5% |
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.