Madison Asset Management, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1299351
MADISON, WI
Position in BAM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$70,433,292
-$4,024,903 QoQ
Shares Held
1,570,419
-6.2% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#43
of 620 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Madison Asset Management, LLC holds $154,364,964 across 5 Asset Management names. BAM ranks #1 (45.6% of the industry book) .
All Filings in BAM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,433,292 | 1,570,419 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $74,458,195 | 1,675,100 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $94,379,222 | 1,801,474 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $108,644,423 | 1,908,051 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $106,512,619 | 1,926,784 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $92,151,173 | 1,901,985 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $94,121,906 | 1,736,887 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $74,715,835 | 1,579,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $66,338,576 | 1,743,458 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $67,799,396 | 1,613,503 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $57,845,723 | 1,440,023 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,981,228 | 569,323 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,222,582 | 558,461 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $18,337,989 | 560,452 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $16,222,260 | 565,827 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||