Brookfield Asset Management Ltd. Class A - COM (BAM)

CUSIP: 112585104

Q3 2023 13F Holders as of 30 Sep 2023

Share change
-784,587
SEC-reported price per share
$37.14
Number of holders
4
Value change
-$25,549,237
Number of buys
2
Number of sells
2

Security key

112585104

Report period

Q3 2023

Institutions

4

Top holders

4

Ownership snapshot

Top reported holders of BAM - Brookfield Asset Management Ltd. Class A - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BROOKFIELD Corp /ON/
Disclosed value leader
BROOKFIELD Corp /ON/
Comparable rows
0/15
Latest evidence
30 Jun 2023
13F Highest disclosed value: $996,129,129 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

BROOKFIELD Corp /ON/ has the largest disclosed position value at $996.13M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BROOKFIELD Corp /ON/'s linked filing trail.
Disclosed position value Top 5
BROOKFIELD Corp /ON/ $996.13M
Capital International Investors $839.36M
Capital World Investors $595.52M
ROYAL BANK OF CANADA $556.54M
FMR LLC $421.12M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BROOKFIELD Corp /ON/
13F
Company
13F
—
denominator unverified
$996,129,129
30,528,015 shares
— 30 Jun 2023
Capital International Investors
13F
Company
13F
—
denominator unverified
$839,364,233
25,723,697 shares
— 30 Jun 2023
Capital World Investors
13F
Company
13F
—
denominator unverified
$595,516,938
18,250,067 shares
— 30 Jun 2023
ROYAL BANK OF CANADA
13F
Company
13F
—
denominator unverified
$556,543,000
17,056,200 shares
— 30 Jun 2023
FMR LLC
13F
Company
13F
—
denominator unverified
$421,115,255
12,903,274 shares
— 30 Jun 2023
BANK OF MONTREAL /CAN/
13F
Company
13F
—
denominator unverified
$391,679,312
12,213,665 shares
— 30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
4
Shares
40,226
Rows available
4
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q1 2026 Across Filers

Q1 2026 holders
4
Q3 2023 holders
4
Holder diff
0
Investor Q1 2026 Shares Q3 2023 Shares Share Diff Share Chg % Q1 2026 value Q3 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .