Capital International Investors
Position in BAM — Brookfield Asset Management Ltd.
CIK 1562230
Los Angeles, CA
Position in BAM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$338,828,303
-$358,579,990 QoQ
Shares Held
7,622,684
-42.7% QoQ
Ownership
0.477%
of shares outstanding
% of Portfolio
0.08%
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 International Investors holds $8,207,660,748 across 12 Asset Management names. BAM ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
35,134,041 | $3,249,898,792 | |
| 2 | BLK |
BlackRock, Inc.
|
1,479,949 | $1,423,281,752 | |
| 3 | APO |
Apollo Global Management, Inc.
|
9,916,499 | $1,104,896,318 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
13,179,614 | $533,378,978 | |
| 5 | BX |
Blackstone Inc.
|
3,901,599 | $448,644,869 | |
| 6 | EQH |
Equitable Holdings, Inc.
|
10,429,923 | $387,054,442 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
This page
|
7,622,684 | $338,828,303 | |
| 8 | ARES |
Ares Management Corp
|
3,056,451 | $333,458,804 |
All Filings in BAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||