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

CUSIP: 113004105

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 7 signals
Share change
+7,892,174
Put/Call ratio
252%
SEC-reported price per share
$32.63
Number of holders
438
Value change
+$256,646,128
Number of buys
181
Open additional details 1 more signal available
Number of sells
215
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
1,638,765,309

Security key

113004105

Report period

Q2 2023

Institutions

438

Top holders

10

Ownership snapshot

Top reported holders of BAM - Brookfield Asset Management Ltd. - Class A Limited Voting Shares (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
15/15
Latest evidence
31 Mar 2023
13F Lead comparable stake: 1.9% Showing 1-6 of 15 holder rows.

Quick read

BROOKFIELD Corp /ON/ leads the comparable SEC ownership view at 1.9%.

15 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.
Comparable ownership Top 5
BROOKFIELD Corp /ON/ 1.9%
Capital International Investors 1.1%
ROYAL BANK OF CANADA 1.1%
Capital World Investors 0.95%
PRINCIPAL FINANCIAL GROUP INC 0.76%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

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
1.9%
$998,876,651
30,528,015 shares
31 Mar 2023
Capital International Investors
13F
Company
13F
1.1%
$601,868,988
18,394,529 shares
31 Mar 2023
ROYAL BANK OF CANADA
13F
Company
13F
1.1%
$582,435,000
17,800,592 shares
31 Mar 2023
Capital World Investors
13F
Company
13F
0.95%
$511,243,805
15,624,562 shares
31 Mar 2023
PRINCIPAL FINANCIAL GROUP INC
13F
Company
13F
0.76%
$405,693,377
12,399,322 shares
31 Mar 2023
BANK OF MONTREAL /CAN/
13F
Company
13F
0.74%
$396,245,382
12,097,478 shares
31 Mar 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 Q2 2023

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

Institutions
438
Shares
260,312,001
Rows available
438
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 Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
447
Q2 2023 holders
438
Holder diff
-9
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 value Value change Value Chg %
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