Douglass Winthrop Advisors, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1308527
NEW YORK, NY
Position in BAM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$93,755,851
-$25,810,545 QoQ
Shares Held
2,109,243
-7.6% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Douglass Winthrop Advisors, LLC holds $103,329,910 across 12 Asset Management names. BAM ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
This page
|
2,109,243 | $93,755,851 | |
| 2 | CET |
Central Securities Corp
|
59,439 | $2,951,740 | |
| 3 | BX |
Blackstone Inc.
|
14,286 | $1,642,747 | |
| 4 | AMP |
Ameriprise Financial Inc
|
3,302 | $1,467,408 | |
| 5 | NTRS |
Northern Trust Corp
|
8,000 | $1,116,560 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
25,350 | $618,286 | |
| 7 | ARCC |
Ares Capital Corp
|
21,193 | $381,897 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
10,670 | $378,144 |
All Filings in BAM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,755,851 | 2,109,243 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $119,566,396 | 2,282,237 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $134,767,015 | 2,366,825 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $132,638,942 | 2,399,402 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $129,461,549 | 2,672,065 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $144,013,555 | 2,657,567 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $126,287,377 | 2,670,488 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $97,844,357 | 2,571,468 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $105,368,679 | 2,507,584 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $99,245,608 | 2,470,640 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $78,257,448 | 2,347,254 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $67,667,865 | 2,073,793 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $59,296,721 | 1,812,247 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||