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Brookfield Asset Management Ltd.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
217
Partial Q3 2026
Total 13F value
$1.8B
Filed positions so far
New positions
27
This quarter
Sold positions
15
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Principal Financial Group Inc

$528.1M11.85M0.26%-12.6%

Mackenzie Financial Corp

$340.6M7.63M0.37%-1.5%

Td Waterhouse Canada Inc.

$208.6M4.72M0.54%-5.6%

Davenport & Co Llc

$148.4M3.31M0.75%-1.4%

Cooke & Bieler Lp

$107.8M2.42M1.70%-21.1%

Markel Group

$96.9M2.17M0.42%-0.9%

Sather Financial Group Inc

$63.7M1.43M3.58%+51.3%

Fenimore Asset Management Inc

$40.3M903.1K0.88%-0.6%

Fideuram Asset Management (Ireland) Dac

$21M310.4K0.46%+23.0%

Ddd Partners, Llc

$19.6M440.4K1.12%+1.2%

Addenda Capital Inc.

$16.4M258.8K0.43%-0.5%

Guardian Partners Inc.

$14.9M331.3K1.32%+0.5%

Sumitomo Mitsui Ds Asset Management Company, Ltd

$12.3M276.8K0.08%+18.8%

Baskin Financial Services Inc.

$11.4M256.0K0.92%-0.5%

Montrusco Bolton Investments Inc.

$11.2M250.3K0.19%-36.6%

Marathon Asset Management Ltd

$9.7M216.8K0.44%-23.4%

Mcdonald Capital Investors Inc/Ca

$9.5M213.0K0.78%-15.9%

Woodmont Investment Counsel Llc

$7.9M177.9K0.42%+2.1%

Creative Planning

$7.6M171.4K0.00%+3.4%

Motley Fool Asset Management Llc

$7.4M165.5K0.28%-2.2%

Dekabank Deutsche Girozentrale

$5.4M120.2K0.01%+51.7%

Strs Ohio

$4M88.7K0.01%-9.0%

Cardinal Capital Management, Inc.

$3.9M87.3K0.09%+2.9%

West Bancorporation Inc

$3.9M87.0K1.52%-6.6%

Brookstone Capital Management

$3M67.0K0.03%-1.8%

Kirr Marbach & Co Llc /In/

$2.9M65.7K0.55%+2.2%

Chicago Partners Investment Group Llc

$2.8M60.3K0.05%+6.8%

Tritonpoint Wealth, Llc

$2.8M62.4K0.28%-3.7%

Morguard Lincluden Global Investments Ltd

$2.7M43.2K0.27%Unchanged

Lee Danner & Bass Inc

$2.7M60.9K0.16%Unchanged

Apollon Wealth Management, Llc

$2.7M60.4K0.03%-22.7%

Avanza Fonder Ab

$2.6M40.6K0.05%Unchanged

Gold Investment Management Ltd.

$2.6M57.3K0.71%+9.4%

Asset Management One Co., Ltd.

$2.5M55.4K0.01%-10.5%

Mn Services Vermogensbeheer B.V.

$2.4M53.1K0.02%Unchanged

Tealwood Asset Management Inc

$2.3M51.9K0.92%-0.7%

Cambridge Investment Research Advisors, Inc.

$2.2M48.9K0.00%-1.2%

Lawson Kroeker Investment Management Inc/Ne

$2.2M48.4K0.60%+0.1%

Pensiondanmark Pensionsforsikringsaktieselskab

$2.1M46.1K0.02%-4.2%

Wealth Enhancement Advisory Services, Llc

$2M44.8K0.00%+53.1%

Lipe & Dalton

$1.8M40.0K0.82%-0.3%

Tandem Capital Management Corp /Adv

$1.6M34.9K0.69%-1.4%

Davidson Kahn Capital Management, Llc

$1.5M34.0K0.60%-38.3%

Live Oak Private Wealth Llc

$1.5M33.5K0.18%-12.2%

Amalgamated Bank

$1.5M33.4K0.01%-1.5%

Ervin Investment Management, Llc

$1.4M31.0K0.74%+0.3%

Sky Investment Group Llc

$1.3M29.6K0.14%New Position

Radnor Capital Management, Llc

$1.3M28.7K0.18%Unchanged

Diversify Wealth Management, Llc

$1.1M24.4K0.02%+2.2%

Diversify Advisory Services, Llc

$1.1M24.4K0.02%+2.2%

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