Security Snapshot

Brookfield Asset Management Ltd. - Class A Limited Voting Shares (BAM) Institutional Ownership

CUSIP: 113004105

13F Institutional Holders and Ownership History from Q4 2022 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

617

Shares (Excl. Options)

1,489,907,026

Price

$52.39

Type / Class
Equity / Class A Limited Voting Shares
Symbol
BAM on NYSE
Shares outstanding
1,638,765,309
Price per share
$44.45
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,489,907,026
Total reported value
$78,069,572,348
% of total 13F portfolios
0.01%
Share change
-5,598,568
Value change
-$296,183,459
Number of holders
617
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • BAM - Brookfield Asset Management Ltd. - Class A Limited Voting Shares is tracked under CUSIP 113004105.
  • 617 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 617 to 25 between Q4 2025 and Q1 2026.
  • Reported value moved from $78,069,572,348 to $11,163,480.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Official SEC Source

Backed by Form 13F

Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.

See Original Filing

Investment Quick Answers

What is CUSIP 113004105?
CUSIP 113004105 identifies BAM - Brookfield Asset Management Ltd. - Class A Limited Voting Shares in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Brookfield Asset Management Ltd. - Class A Limited Voting Shares (BAM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BROOKFIELD Corp /ON/ 73% -0.14% $52,806,814,243 1,193,021,145 0% BROOKFIELD CORPORATION 01 Apr 2026
Partners Value Investments L.P. 1.9% $1,658,084,407 30,807,960 PARTNERS VALUE INVESTMENTS L.P. 04 Feb 2025
Capital World Investors 1.5% $1,298,948,014 24,135,043 Capital World Investors 31 Mar 2025

As of 31 Dec 2025, 617 institutional investors reported holding 1,489,907,026 shares of Brookfield Asset Management Ltd. - Class A Limited Voting Shares (BAM). This represents 91% of the company’s total 1,638,765,309 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Brookfield Asset Management Ltd. - Class A Limited Voting Shares (BAM) together control 86% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BROOKFIELD Corp /ON/ 73% 1,193,021,145 0% 77% $62,502,377,787
Partners Value Investments L.P. 1.9% 30,789,564 0% 15% $1,613,065,258
ROYAL BANK OF CANADA 1.2% 20,178,358 -19% 0.19% $1,057,145,000
VANGUARD GROUP INC 1.1% 17,723,182 +1.7% 0.01% $928,414,204
FMR LLC 1% 16,375,325 -7.7% 0.04% $857,862,274
TD Asset Management Inc 0.96% 15,769,066 +2% 0.67% $827,135,397
Capital International Investors 0.81% 13,311,859 -17% 0.11% $697,408,293
BANK OF MONTREAL /CAN/ 0.75% 12,257,224 +7.2% 0.26% $642,098,546
MACKENZIE FINANCIAL CORP 0.6% 9,861,244 -6.4% 0.61% $518,282,957
FIL Ltd 0.6% 9,821,508 -23% 0.39% $514,492,314
PRINCIPAL FINANCIAL GROUP INC 0.48% 7,863,457 +7.3% 0.21% $411,972,101
BlackRock, Inc. 0.34% 5,503,768 +1.7% 0% $288,342,428
Capital World Investors 0.31% 5,066,494 -67% 0.04% $265,427,268
NORGES BANK 0.31% 5,028,864 0.03% $263,444,139
CIBC Asset Management Inc 0.3% 4,853,861 +99% 0.62% $255,449,164
GEODE CAPITAL MANAGEMENT, LLC 0.28% 4,604,648 +7.2% 0.02% $245,496,528
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.28% 4,602,614 -11% 0.2% $241,566,349
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.27% 4,506,208 -6.3% 0.08% $236,080,237
CIBC WORLD MARKET INC. 0.26% 4,312,939 +34% 0.4% $225,954,874
MORGAN STANLEY 0.24% 3,944,483 +11% 0.01% $206,651,622
STATE STREET CORP 0.23% 3,690,018 +1.7% 0.01% $193,320,043
Connor, Clark & Lunn Investment Management Ltd. 0.22% 3,577,744 -8.4% 0.49% $187,421,253
DAVENPORT & Co LLC 0.21% 3,466,570 -1.7% 0.99% $182,099,256
CITADEL ADVISORS LLC 0.2% 3,274,990 +2601% 0.12% $171,576,726
NEUBERGER BERMAN GROUP LLC 0.2% 3,220,306 +33% 0.13% $168,717,118

Institutional Holders of Brookfield Asset Management Ltd. - Class A Limited Voting Shares (BAM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 251,232 $11,163,480 +$1,282,451 $44.45 25
2025 Q4 1,489,907,026 $78,069,572,348 -$296,183,459 $52.39 617
2025 Q3 1,495,514,998 $85,161,509,805 -$41,841,024 $56.94 579
2025 Q2 1,495,671,209 $82,689,503,299 +$695,299,579 $55.28 596
2025 Q1 1,483,057,900 $71,862,849,660 +$57,566,939,437 $48.45 574
2024 Q4 295,959,348 $16,045,829,519 +$42,487,103 $54.19 556
2024 Q3 293,455,138 $13,879,677,203 -$107,313,309 $47.29 535
2024 Q2 296,105,111 $11,270,720,750 +$781,149,629 $38.05 517
2024 Q1 273,328,104 $11,480,393,435 +$334,641,128 $42.02 470
2023 Q4 266,566,893 $10,714,387,268 +$219,614,929 $40.17 463
2023 Q3 261,482,958 $8,688,213,001 -$987,991,465 $33.34 432
2023 Q2 260,312,001 $8,486,578,734 +$256,646,128 $32.63 438
2023 Q1 253,468,533 $8,292,108,449 +$512,771,530 $32.72 447
2022 Q4 237,712,494 $6,813,456,780 +$6,784,395,126 $28.67 421

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