Partners Value Investments L.P. - 04 Feb 2025 SCHEDULE 13D/A Report for Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)

Filing manager: Partners Value Investments L.P.
Reporting owner: PARTNERS VALUE INVESTMENTS L.P.
Security: Brookfield Asset Management Ltd. Class A Limited Voting Shares
Beneficially owned shares: 30,807,960 shares
Class ownership: 1.9%
Large-stake signal: Form
SCHEDULE 13D/A
Active or control-oriented beneficial ownership filing.
Ownership
1.9%
Beneficial ownership of this reported class.
Shares
30,807,960 shares
Shares beneficially owned as disclosed.
Event date
04 Feb 2025
Date tied to the ownership event or amendment.
Accepted by SEC
05 Feb 2025
EDGAR acceptance date.
How to read this large-stake filing
Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
Compare this filing with the holder history and issuer page before treating the percentage as a current position.
Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
Symbol: BAM
Shares outstanding: 1,621,471,579 shares
Form type: SCHEDULE 13D/A
Accepted by SEC: 05 Feb 2025, 20:10:22 UTC
Event date: 04 Feb 2025
SEC filing: View on sec.gov

Key filing fact

Partners Value Investments L.P. disclosed 1.9% ownership in Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM) on 04 Feb 2025.

Key facts

Partners Value Investments L.P. filed SCHEDULE 13D/A for Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM).
Disclosed ownership: 1.9%.
Date of event: 04 Feb 2025.

This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.

Backed by Schedule 13D/13G

Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.

Reporting persons

Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.

Name	Ownership	Shares owned	Sole voting power	Shared voting power	Signature	Title	CIK
PARTNERS VALUE INVESTMENTS L.P.	1.9%	30,807,960	0	30,807,960	by its general partner, PVI MANAGEMENT TRUST, /s/ Allison Smith	Allison Smith, Secretary	0001162777
PARTNERS VALUE SPLIT CORP.	1.8%	29,902,862	0	29,902,862	/s/ Kathy Sarpash	Kathy Sarpash, General Counsel and Secretary

CIK / CUSIP context first

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