Bridgewater Associates, LP
Position in BAM — Brookfield Asset Management Ltd.
CIK 1350694
Westport, CT
Position in BAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,029,482
+$1,679,136 QoQ
Shares Held
67,547
+122.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#193
of 619 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bridgewater Associates, LP holds $75,744,482 across 12 Asset Management names. BAM ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
99,738 | $16,915,564 | |
| 2 | SEIC |
Sei Investments Co
|
144,423 | $12,667,341 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
261,023 | $11,453,689 | |
| 4 | CRBG |
Corebridge Financial, Inc.
|
341,198 | $9,768,498 | |
| 5 | AMP |
Ameriprise Financial Inc
|
12,536 | $5,751,015 | |
| 6 | RJF |
Raymond James Financial Inc
|
34,074 | $5,180,270 | |
| 7 | BLK |
BlackRock, Inc.
|
4,683 | $4,502,985 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
This page
|
67,547 | $3,029,482 |
All Filings in BAM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,029,482 | 67,547 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,350,346 | 30,379 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,545,232 | 82,222 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,651,587 | 219,847 | Shares | Sole | 2025-05-14 | |
| 2023-12-31 | $2,621,454 | 65,259 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,792,458 | 53,763 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||