Latest Period
Q4 2025
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
619
Shares (Excl. Options)
1,489,911,600
Price
$52.39
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- Type / Class
- Equity / Class A Limited Voting Shares
- Symbol
- BAM on NYSE
- Shares outstanding
- 1,638,765,309
- Price per share
- $46.33
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 1,489,911,600
- Total reported value
- $78,069,811,965
- % of total 13F portfolios
- 0.01%
- Share change
- -5,598,568
- Value change
- -$296,183,459
- Number of holders
- 619
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- BAM - Brookfield Asset Management Ltd. - Class A Limited Voting Shares is tracked under CUSIP 113004105.
- 619 institutions reported positions in Q4 2025.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 619 to 266 between Q4 2025 and Q1 2026.
- Reported value moved from $78,069,811,965 to $1,595,932,937.
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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 619 institutions filings for Q4 2025.
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.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 113004105:
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, 619 institutional investors reported holding 1,489,911,600 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 | 35,777,212 | $1,595,932,937 | +$155,833,757 | $44.45 | 266 |
| 2025 Q4 | 1,489,911,600 | $78,069,811,965 | -$296,183,459 | $52.39 | 619 |
| 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 |