NEUBERGER BERMAN GROUP LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1465109
NEW YORK, NY
Position in BAM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$167,772,656
-$939,174 QoQ
Shares Held
3,774,413
+17.2% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 97.69513829037787.ToString("F0")%
Shared 0.ToString("F0")%
None 2.304861709622132.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $1,912,929,629 across 57 Asset Management names. BAM ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,177,376 | $480,356,465 | |
| 2 | BLK |
BlackRock, Inc.
|
315,260 | $303,188,693 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
7,149,678 | $289,347,468 | |
| 4 | APO |
Apollo Global Management, Inc.
|
2,039,907 | $227,286,437 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
This page
|
3,774,413 | $167,772,656 | |
| 6 | JHG |
Janus Henderson Group Ltc.
|
2,227,778 | $114,440,955 | |
| 7 | KKR |
KKR & Co. Inc.
|
863,825 | $79,903,812 | |
| 8 | HLNE |
Hamilton Lane INC
|
710,748 | $70,648,350 |
All Filings in BAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $167,772,656 | 3,774,413 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $168,711,830 | 3,220,306 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $137,726,813 | 2,418,806 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $130,640,293 | 2,363,247 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $109,411,872 | 2,258,243 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $122,576,045 | 2,261,968 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $153,845,152 | 3,253,228 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $113,952,558 | 2,994,811 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $49,949,341 | 1,188,704 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $48,616,545 | 1,210,270 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $5,552,109 | 166,530 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,931,480 | 181,780 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $9,451,400 | 288,857 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $49,459,821 | 1,725,142 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||