| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BROOKFIELD Corp /ON/ | 73% | 0% | $64,208,398,024 | -$53,820,000 | 1,193,021,145 | -0.08% | Brookfield Corporation | 14 May 2025 |
| 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, 611 institutional investors reported holding 1,489,869,491 shares of Brookfield Asset Management Ltd. - Class A Limited Voting Shares (BAM). This represents 91% of the company’s total 1,636,517,346 outstanding shares.
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/ | 0.28% | 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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,489,869,491 | $78,067,044,795 | -$289,764,774 | $52.39 | 611 |
| 2025 Q3 | 1,495,514,998 | $85,161,509,805 | -$41,841,051 | $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 |