Latest Period
Q1 2026
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
Institutions Reporting
621
Shares (Excl. Options)
1,481,590,153
Price
$44.45
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- Security type / class
- Equity / Class A Limited Voting Shares
- Symbol
- BAM on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,481,590,153
- Total 13F value
- $65,884,669,622
- Portfolio coverage rank
- 0.01%
- Share change
- -9,350,590
- Value change
- -$488,533,701
- Number of holders
- 621
- Shares outstanding
- 1,638,765,309
- SEC-reported price per share
- $48.74
Latest holder snapshot
5 signals
Issuer context
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BAM - Brookfield Asset Management Ltd. - Class A Limited Voting Shares is tracked under CUSIP 113004105.
- 621 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 623 to 621 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $78,071,569,440 to $65,884,669,622.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 621 institutions filings for Q1 2026.
Security key
113004105
Latest holder period
Q1 2026
13F holders
621
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
BAM full holder history
Brookfield Asset Management Ltd. SEC filings
Brookfield Asset Management Ltd. company facts
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 113004105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
BAM
| 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 Mar 2026, 621 institutional investors reported holding 1,481,590,153 shares of Brookfield Asset Management Ltd. - Class A Limited Voting Shares (BAM). This represents 90% of the company’s total 1,638,765,309 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
85%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BROOKFIELD Corp /ON/ | 73% | 1,193,021,145 | 0% | 71% | $53,029,789,895 |
| Partners Value Investments L.P. | 1.8% | 29,588,407 | -3.9% | 14% | $1,315,204,691 |
| ROYAL BANK OF CANADA | 1.2% | 19,709,657 | -2.3% | 0.17% | $876,094,000 |
| TD Asset Management Inc | 0.82% | 13,404,643 | -15% | 0.48% | $594,086,324 |
| PRINCIPAL FINANCIAL GROUP INC | 0.78% | 12,735,547 | +62% | 0.3% | $566,092,246 |
| VANGUARD CAPITAL MANAGEMENT LLC | 0.71% | 11,566,760 | 0% | 0.01% | $514,269,615 |
| Capital World Investors | 0.64% | 10,516,128 | +108% | 0.06% | $467,442,215 |
| BANK OF MONTREAL /CAN/ | 0.64% | 10,513,011 | -14% | 0.2% | $467,510,336 |
| MACKENZIE FINANCIAL CORP | 0.6% | 9,765,188 | -0.97% | 0.52% | $434,109,738 |
| FMR LLC | 0.56% | 9,149,184 | -44% | 0.02% | $406,737,504 |
| Capital International Investors | 0.47% | 7,622,684 | -43% | 0.08% | $338,828,304 |
| MORGAN STANLEY | 0.35% | 5,761,362 | +46% | 0.02% | $256,092,652 |
| FIL Ltd | 0.35% | 5,675,160 | -42% | 0.2% | $252,324,524 |
| BlackRock, Inc. | 0.34% | 5,516,645 | +0.23% | 0% | $245,214,913 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.32% | 5,319,506 | +16% | 0.2% | $236,308,448 |
| CIBC Asset Management Inc | 0.32% | 5,283,210 | +8.8% | 0.58% | $235,424,872 |
| Beutel, Goodman & Co Ltd. | 0.32% | 5,189,113 | +168% | 1.6% | $229,978,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.3% | 4,887,253 | +6.1% | 0.01% | $224,106,320 |
| TD Waterhouse Canada Inc. | 0.29% | 4,708,162 | +220% | 0.61% | $206,138,954 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.24% | 3,886,049 | -14% | 0.07% | $197,798,024 |
| STATE STREET CORP | 0.23% | 3,817,398 | +3.5% | 0.01% | $169,683,341 |
| NEUBERGER BERMAN GROUP LLC | 0.23% | 3,774,413 | +17% | 0.13% | $167,746,688 |
| CIBC WORLD MARKET INC. | 0.22% | 3,686,583 | -15% | 0.29% | $163,868,614 |
| BANK OF AMERICA CORP /DE/ | 0.21% | 3,448,351 | +11% | 0.01% | $153,279,206 |
| VANGUARD FIDUCIARY TRUST CO | 0.21% | 3,426,472 | 0% | 0.04% | $152,343,658 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q1 2026
Rows shown
1-14 of 14
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,481,590,153 | $65,884,669,622 | -$488,533,701 | $44.45 | 621 |
| 2025 Q4 | 1,489,945,146 | $78,071,569,440 | -$298,081,968 | $52.39 | 623 |
| 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 |