Position in BAM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$87,057,636
+$14,251,777 QoQ
Shares Held
1,958,552
+40.9% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 99.96425930993918.ToString("F0")%
Shared 0.ToString("F0")%
None 0.035740690060820444.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Derivatives in BAM
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$959,011
PutShares
33,450
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $1,818,222,702 across 49 Asset Management names. BAM ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
3,781,729 | $434,861,017 | |
| 2 | KKR |
KKR & Co. Inc.
|
3,944,577 | $364,873,372 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
3,600,628 | $145,717,415 | |
| 4 | BLK |
BlackRock, Inc.
|
146,913 | $141,287,700 | |
| 5 | AMP |
Ameriprise Financial Inc
|
278,649 | $123,831,615 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
This page
|
1,958,552 | $87,057,636 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
2,201,064 | $81,681,484 | |
| 8 | IVZ |
Invesco Ltd.
|
2,970,869 | $72,162,407 |
All Filings in BAM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,057,636 | 1,958,552 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $72,805,859 | 1,389,690 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $16,976,101 | 307,093 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,037,176 | 165,886 | Shares | Defined | 2025-05-15 | |
| 2024-06-30 | $2,957,055 | 77,715 | Shares | Defined | 2024-08-14 | |
| 2023-09-30 | $4,167,900 | 125,012 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $6,231,051 | 217,337 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $959,011 | 33,450 | Put | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||