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Brookfield Oaktree Holdings, LLC

OAK.PA
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001403528

No open-market purchases or sales by Brookfield Oaktree Holdings, LLC insiders were filed in the last 90 days; 1 institution reported holding it in 13F filings for Q2 2026, worth $695.8K in total; no superinvestor holds it.

Other share classesOAK.PB

13F holders, Q2 2026

Institutional positions in Brookfield Oaktree Holdings, LLC as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1
0 vs. Q1 2026
Shares held
33.3K
0 (0.0%) vs. Q1 2026
Total value
$695.8K
+$10.7K (+1.6%) vs. Q1 2026
New holders
0
0 more added
Sold out
0
0 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OAK.PA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 1 institution
Q1 2021: 2 institutionsQ2 2021: 1 institutionQ3 2021: 1 institutionQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 1 institutionQ1 2023: 1 institutionQ2 2023: 2 institutionsQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 2 institutionsQ4 2024: 2 institutionsQ1 2025: 2 institutionsQ2 2025: 3 institutionsQ3 2025: 3 institutionsQ4 2025: 3 institutionsQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ2 2026: $695.8K
Q1 2021: $9.06MQ2 2021: $2.00MQ3 2021: $1.95MQ4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $2.68KQ1 2023: $2.65KQ2 2023: $2.80KQ3 2023: $2.67KQ4 2023: $2.73KQ1 2024: $2.97KQ2 2024: $2.72KQ3 2024: $1.30MQ4 2024: $620.7KQ1 2025: $719.9KQ2 2025: $782.0KQ3 2025: $751.8KQ4 2025: $709.8KQ1 2026: $685.2KQ2 2026: $695.8K
Institutions holding OAK.PA and their total value by quarter
QuarterHoldersValue
Q2 20261$695.8K
Q1 20261$685.2K
Q4 20253$709.8K
Q3 20253$751.8K
Q2 20253$782.0K
Q1 20252$719.9K
Q4 20242$620.7K
Q3 20242$1.30M
Q2 20241$2.72K
Q1 20241$2.97K
Q4 20231$2.73K
Q3 20231$2.67K
Q2 20232$2.80K
Q1 20231$2.65K
Q4 20221$2.68K
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20211$1.95M
Q2 20211$2.00M
Q1 20212$9.06M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Brookfield Oaktree Holdings, LLC; share changes are against Q1 2026.

Institutions holding OAK.PA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Sterling Capital Management LLC33,310$695.8K0.01%00.0%Unchanged