Company Analysis

Brookfield Asset Management Ltd. (BAM)

NYSE: BAM · Investment Advice · New York, NY · filing with the SEC since 2022
Grade6.4
◀ Past 6.2● Present 6.5▶ Future 6.4
3 est.

Who owns Brookfield Asset Management Ltd.

As filed with the SEC
Holders of 5% or more
1
Brookfield Corporation holds 72.8% of Class A Limited Voting Shares, as its SCHEDULE 13D/A filed Apr 6, 2026 says.
Directors and officers
0
report now, of 0 people on the record since 2026. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Brookfield Corporation
SCHEDULE 13D/A · filed Apr 6, 2026 · Class A Limited Voting Shares · 72.9% in May 16, 2025
72.8%
Partners Value Investments L.P.
SCHEDULE 13D/A · filed Feb 5, 2025 · Class A Limited Voting Shares · reported falling below 5%
under 5%
Capital World Investors
SCHEDULE 13G/A · filed May 13, 2025 · Common Stock · reported falling below 5%
under 5%
What BAM reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
New Fund
An investee · investee · invested in, named in the 10-K filed Mar 2, 2026

654 subsidiaries in 23 countries, from the list filed with the 10-K filed Mar 2, 2026.

Insider tradesForm 4
0sales
0purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
No open-market trade is on the record for these years.
Dollars as filed, summed by the transaction date.
People who traded in the window
No one on the roster filed an open-market trade in the window.
SI Assistanton BAM · research, not advice