Brookfield Oaktree Holdings, LLC

CIK 0001403528 · SEC filing index. Filing dates describe disclosures, not live market data.

Listed symbols

OAK-PA, OAK-PB on NYSE

Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal

Parsed SEC ownership signals

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

BATL

How to read these SEC ownership signals

• Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
• Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
• Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.

At a glance Names, identifiers, and filing context for this profile. 2 identity fields

SEC industry group

Investment Advice (Office of Finance)

Business address

333 South Grand Avenue, 28 Th Floor, Los Angeles, CA, 90071

EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available

Incorporated in

DE

Fiscal year end

31 December

Former names on EDGAR

Oaktree Capital Group, LLC (to 07 Mar 2024)

Brookfield Oaktree Holdings, LLC investment portfolio