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Brookfield Asset Management Ltd.

BAM Financials
$52.65 +$1.18 (2.29%)
Market Cap: $84.04 B
Gurus Holding
8
Popularity Rank
#903
% of Shares Held
0.21%
Net Activity (Q2 2026)
-$37.8 M

Guru Ownership Trend

Guru Analysis for Brookfield Asset Management Ltd. (BAM)

Brookfield Asset Management Ltd. (BAM), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $173.82 M.

Top institutional holders include Tom Gayner and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $37.8 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 122.4%. Conversely, Murray Stahl reduced exposure by 0.1%.

Key Holders

Top 5 by Value

$98.4 M
$28.49 M
$8.49 M
$5.57 M
$3.03 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$11.67 M
Total Buy Value
New Buys 1
Additions 3
-$49.48 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Brookfield Asset Management Ltd. (BAM)

Major holders include Tom Gayner ($98.4 M), Cliff Asness ($28.49 M), Murray Stahl ($8.49 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.3 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $37.8 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited BAM. The total reported sell value was $49.48 M.

Yes, 1 managers opened new positions in BAM, and 3 increased their existing holdings. The total reported buy value was $11.67 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.75% 2,193,953 $98.4 M Q2 2026
0.01% Add 14.1% 635,125 $28.49 M Q2 2026
0.10% Reduce -0.1% 189,299 $8.49 M Q2 2026
0.01% New Buy 124,098 $5.57 M Q2 2026
0.01% Add 122.4% 67,547 $3.03 M Q2 2026
0.59% Add 48.4% 62,424 $2.8 M Q2 2026
0.00% 17,900 $802,815 Q2 2026
0.00% 11,025 $494,471 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form