Capital World Investors
Position in BAM — Brookfield Asset Management Ltd.
CIK 1422849
LOS ANGELES, CA
Position in BAM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$604,818,799
+$137,376,910 QoQ
Shares Held
13,485,369
+28.2% QoQ
Ownership
0.844%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#5
of 619 holders
Holding Since
Dec 2022
15 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, 2026Capital World Investors holds $11,819,052,668 across 18 Asset Management names. BAM ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
78,684,708 | $3,351,181,713 | |
| 2 | APO |
Apollo Global Management, Inc.
|
18,279,251 | $2,162,618,185 | |
| 3 | ARES |
Ares Management Corp
|
10,644,025 | $1,184,786,422 | |
| 4 | BX |
Blackstone Inc.
|
6,935,655 | $816,118,523 | |
| 5 | BLK |
BlackRock, Inc.
|
784,722 | $754,557,286 | |
| 6 | KKR |
KKR & Co. Inc.
|
7,775,190 | $713,606,938 | |
| 7 | PFG |
Principal Financial Group Inc
|
6,040,005 | $650,991,738 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
This page
|
13,485,369 | $604,818,799 |
All Filings in BAM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,818,799 | 13,485,369 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $467,441,889 | 10,516,128 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $265,433,620 | 5,066,494 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $879,633,888 | 15,448,435 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $904,916,186 | 16,369,685 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,169,103,926 | 24,130,112 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,292,726,022 | 23,855,435 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,128,255,696 | 23,858,230 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $903,611,057 | 23,747,991 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,030,493,185 | 24,523,874 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $986,670,161 | 24,562,364 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $744,181,873 | 22,320,992 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $595,499,686 | 18,250,067 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $511,235,668 | 15,624,562 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $136,509,854 | 4,761,418 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||