| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BROOKFIELD Corp /ON/ | 73% | 0% | $64,208,398,024 | -$53,820,000 | 1,193,021,145 | -0.08% | Brookfield Corporation | 14 May 2025 |
| Partners Value Investments L.P. | 1.9% | $1,419,630,797 | 30,807,960 | PARTNERS VALUE INVESTMENTS L.P. | 04 Feb 2025 | |||
| Capital World Investors | 1.5% | $1,112,142,781 | 24,135,043 | Capital World Investors | 31 Mar 2025 |
As of 30 Sep 2025, 575 institutional investors reported holding 1,494,856,386 shares of Brookfield Asset Management Ltd. - Class A Limited Voting Shares (BAM). This represents 91% of the company’s total 1,636,517,346 outstanding shares.
The largest institutional shareholders of Brookfield Asset Management Ltd. - Class A Limited Voting Shares (BAM) together control 87% 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% | 79% | $67,930,623,996 |
| Partners Value Investments L.P. | 1.9% | 30,789,564 | 0% | 16% | $1,753,157,774 |
| ROYAL BANK OF CANADA | 1.5% | 24,859,688 | +15% | 0.25% | $1,415,511,000 |
| FMR LLC | 1.1% | 17,748,117 | +1.6% | 0.05% | $1,010,369,619 |
| VANGUARD GROUP INC | 1.1% | 17,425,392 | +1.5% | 0.01% | $991,676,637 |
| Capital International Investors | 0.98% | 16,082,874 | -1.2% | 0.15% | $915,758,846 |
| TD Asset Management Inc | 0.94% | 15,454,030 | -0.87% | 0.71% | $879,660,181 |
| Capital World Investors | 0.94% | 15,448,435 | -5.6% | 0.12% | $879,530,925 |
| FIL Ltd | 0.78% | 12,828,202 | -5.1% | 0.57% | $730,037,795 |
| BANK OF MONTREAL /CAN/ | 0.7% | 11,432,563 | +8.4% | 0.29% | $650,970,145 |
| MACKENZIE FINANCIAL CORP | 0.64% | 10,536,185 | -7.6% | 0.73% | $599,472,615 |
| PRINCIPAL FINANCIAL GROUP INC | 0.45% | 7,329,818 | -4.9% | 0.21% | $417,362,688 |
| BlackRock, Inc. | 0.33% | 5,410,043 | +2% | 0.01% | $308,047,859 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.32% | 5,199,913 | +23% | 0.24% | $295,992,489 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.29% | 4,806,972 | -6.4% | 0.08% | $273,708,985 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.26% | 4,294,599 | +14% | 0.02% | $248,022,227 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.24% | 3,904,677 | +73% | 0.7% | $222,161,221 |
| STATE STREET CORP | 0.22% | 3,629,687 | +3% | 0.01% | $206,674,378 |
| NATIONAL BANK OF CANADA /FI/ | 0.22% | 3,572,329 | -19% | 0.23% | $202,234,309 |
| MORGAN STANLEY | 0.22% | 3,564,906 | +113% | 0.01% | $202,985,857 |
| DAVENPORT & Co LLC | 0.22% | 3,526,668 | -0.85% | 1.1% | $202,257,412 |
| CIBC WORLD MARKET INC. | 0.2% | 3,220,088 | -33% | 0.38% | $183,351,811 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.19% | 3,177,123 | -5% | 0.47% | $180,905,384 |
| BANK OF AMERICA CORP /DE/ | 0.19% | 3,173,231 | +6.9% | 0.01% | $180,683,796 |
| CIBC Asset Management Inc | 0.15% | 2,438,268 | +1.9% | 0.4% | $139,644,453 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,393,510 | $231,140,149 | -$11,860,776 | $52.39 | 48 |
| 2025 Q3 | 1,494,856,386 | $85,124,034,793 | -$32,937,144 | $56.94 | 575 |
| 2025 Q2 | 1,495,671,209 | $82,689,503,299 | +$695,299,656 | $55.28 | 596 |
| 2025 Q1 | 1,483,014,358 | $71,860,740,335 | +$57,566,762,256 | $48.45 | 571 |
| 2024 Q4 | 295,935,872 | $16,044,507,109 | +$435,568,346 | $54.19 | 551 |
| 2024 Q3 | 286,175,731 | $13,535,510,450 | -$385,888,072 | $47.29 | 536 |
| 2024 Q2 | 296,089,296 | $11,270,118,980 | +$998,440,380 | $38.05 | 516 |
| 2024 Q1 | 266,518,949 | $11,195,868,448 | +$100,148,825 | $42.02 | 471 |
| 2023 Q4 | 1,265,819 | $50,855,088 | +$42,054,414 | $40.32 | 7 |
| 2023 Q3 | 254,485,516 | $8,455,717,083 | -$947,959,002 | $33.34 | 423 |
| 2023 Q2 | 250,181,575 | $8,156,258,561 | +$83,927,289 | $32.63 | 427 |
| 2023 Q1 | 249,015,264 | $8,147,066,517 | +$488,376,756 | $32.72 | 436 |
| 2022 Q4 | 233,451,522 | $6,691,468,973 | +$6,288,465,440 | $28.67 | 414 |