Brookfield Asset Management Ltd.
BAM- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001937926
No open-market purchases or sales by Brookfield Asset Management Ltd. insiders were filed in the last 90 days; 629 institutions reported holding it in 13F filings for Q2 2026, worth $67.0B in total; Markel Group is the only superinvestor holding it.
Holders of 5% or more of BAM
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Brookfield Asset Management Ltd., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 13D/A | 72.90%1.19B shares | 0.00 ppfrom 72.90% | Feb 5, 20252 filings | May 16, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
4 Schedule 13D and 13G filings on Brookfield Asset Management Ltd., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 16, 20254:05 PM ET | Brookfield Asset Management Inc.and 1 other | 13D/A | 72.90%1.19B shares | 0.00 ppfrom 72.90% | May 14, 2025 | SEC |
| May 13, 202511:44 AM ET | Capital World Investors | 13G/A | 1.50%24.1M shares | –Below 5% | Mar 31, 2025 | SEC |
| Feb 5, 20258:15 PM ET | Brookfield Asset Management Inc.and 1 other | 13D | 72.90%1.19B shares | New | Feb 4, 2025 | SEC |
| Feb 5, 20258:10 PM ET | Partners Value Investments LPand 1 other | 13D/A | 1.90%30.8M shares | –Below 5% | Feb 4, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Brookfield Asset Management Ltd. shares.
No Form 144 notices for Brookfield Asset Management Ltd. are on file.