S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

Brookfield Asset Management Ltd.

BAM Financials
$52.65 +$0.67 (1.29%)
Market Cap: $84.89 B
Gurus Holding
8
Popularity Rank
#764
% of Shares Held
0.20%
Net Activity (Q4 2025)
+$38.03 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $166.73 M.

Top institutional holders include Tom Gayner and Jefferies Group.

Institutional sentiment is currently Bullish. This is evidenced by a $38.03 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 133.7%. Conversely, Arnold Van Den Berg reduced exposure by 3.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$38.04 M
Total Buy Value
New Buys 2
Additions 1
-$9,115.88
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for Brookfield Asset Management Ltd. (BAM)

Major holders include Tom Gayner ($114.94 M), Jefferies Group ($22.89 M), Renaissance Technologies ($15.06 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.17 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $38.03 M, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited BAM. The total reported sell value was $9,115.88.

Yes, 2 managers opened new positions in BAM, and 1 increased their existing holdings. The total reported buy value was $38.04 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.92% 2,193,953 $114.94 M Q4 2025
0.12% New Buy 436,978 $22.89 M Q4 2025
0.02% New Buy 287,525 $15.06 M Q4 2025
0.13% Reduce -0.1% 190,473 $9.98 M Q4 2025
0.40% Reduce -3.7% 28,079 $1.6 M Q3 2025
0.00% New Buy 15,788 $898,969 Q3 2025
0.00% Add 133.7% 8,802 $501,185 Q3 2025
0.00% Add 44.2% 5,223 $273,653 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form