Capital World Investors
Position in BAM — Brookfield Asset Management Ltd.
CIK 1422849
LOS ANGELES, CA
Position in BAM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$467,441,889
+$202,008,269 QoQ
Shares Held
10,516,128
+107.6% QoQ
Ownership
0.659%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Capital World Investors holds $12,340,621,997 across 20 Asset Management names. BAM ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
82,340,675 | $3,332,327,117 | |
| 2 | APO |
Apollo Global Management, Inc.
|
18,907,562 | $2,106,680,558 | |
| 3 | ARES |
Ares Management Corp
|
11,784,120 | $1,285,647,492 | |
| 4 | CG |
Carlyle Group Inc.
|
17,827,216 | $862,658,982 | |
| 5 | BX |
Blackstone Inc.
|
6,926,865 | $796,520,206 | |
| 6 | KKR |
KKR & Co. Inc.
|
8,591,438 | $794,708,015 | |
| 7 | BLK |
BlackRock, Inc.
|
780,008 | $750,141,493 | |
| 8 | PFG |
Principal Financial Group Inc
|
6,026,881 | $543,082,246 |
All Filings in BAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||