Position in BAM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$98,729,627
-$24,064,202 QoQ
Shares Held
2,221,139
-5.2% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 89.50430387292285.ToString("F0")%
Shared 0.ToString("F0")%
None 10.495696127077144.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Legal & General Group Plc holds $4,946,931,559 across 80 Asset Management names. BAM ranks #15 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
903,637 | $869,036,738 | |
| 2 | BX |
Blackstone Inc.
|
4,890,077 | $562,309,953 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
11,428,128 | $462,496,338 | |
| 4 | KKR |
KKR & Co. Inc.
|
4,947,482 | $457,642,084 | |
| 5 | APO |
Apollo Global Management, Inc.
|
3,718,591 | $414,325,408 | |
| 6 | AMP |
Ameriprise Financial Inc
|
613,299 | $272,550,075 | |
| 7 | STT |
State Street Corp
|
2,074,191 | $262,509,612 | |
| 8 | NTRS |
Northern Trust Corp
|
1,346,397 | $187,916,628 |
All Filings in BAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,729,627 | 2,221,139 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $122,793,829 | 2,343,841 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $134,703,469 | 2,365,709 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,457,336 | 80,632 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,597,541 | 32,973 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,819,646 | 33,579 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,392,785 | 29,452 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $1,607,840 | 42,256 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $997,722 | 23,744 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $920,254 | 22,909 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $763,786 | 22,909 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $747,520 | 22,909 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,500,015 | 45,844 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,337,455 | 46,650 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||