Capital International Investors
Position in BAM — Brookfield Asset Management Ltd.
CIK 1562230
Los Angeles, CA
Position in BAM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$343,739,818
+$4,911,515 QoQ
Shares Held
7,664,210
+0.5% QoQ
Ownership
0.480%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#10
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 International Investors holds $7,599,328,593 across 12 Asset Management names. BAM ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
36,389,402 | $3,339,819,315 | |
| 2 | BLK |
BlackRock, Inc.
|
1,526,427 | $1,467,751,146 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
13,247,143 | $564,195,820 | |
| 4 | APO |
Apollo Global Management, Inc.
|
3,377,554 | $399,598,413 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
8,415,039 | $369,251,911 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
This page
|
7,664,210 | $343,739,818 | |
| 7 | BX |
Blackstone Inc.
|
2,900,495 | $341,301,246 | |
| 8 | ARES |
Ares Management Corp
|
2,861,215 | $318,481,841 |
All Filings in BAM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,739,818 | 7,664,210 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $338,828,303 | 7,622,684 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $697,408,293 | 13,311,859 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $915,758,845 | 16,082,874 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $899,598,527 | 16,273,490 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $783,778,460 | 16,177,058 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $873,354,110 | 16,116,518 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $756,664,117 | 16,000,510 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $607,083,069 | 15,954,877 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $596,576,891 | 14,197,451 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $575,515,308 | 14,326,993 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $782,854,072 | 23,480,926 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $839,364,233 | 25,723,697 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $601,868,988 | 18,394,529 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $71,697,247 | 2,500,776 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||