STATE OF WISCONSIN INVESTMENT BOARD
Position in BAM — Brookfield Asset Management Ltd.
CIK 854157
MADISON, WI
Position in BAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,618,742
-$1,123,397 QoQ
Shares Held
102,982
-20.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#153
of 619 holders
Holding Since
Dec 2022
7 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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $447,615,293 across 38 Asset Management names. BAM ranks #24 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
79,365 | $76,314,209 | |
| 2 | BX |
Blackstone Inc.
|
396,172 | $46,617,559 | |
| 3 | KKR |
KKR & Co. Inc.
|
334,515 | $30,701,786 | |
| 4 | APO |
Apollo Global Management, Inc.
|
251,989 | $29,812,818 | |
| 5 | STT |
State Street Corp
|
173,943 | $29,500,732 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
627,499 | $26,725,182 | |
| 7 | AMP |
Ameriprise Financial Inc
|
49,336 | $22,633,383 | |
| 8 | PFG |
Principal Financial Group Inc
|
158,031 | $17,032,581 |
All Filings in BAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,618,742 | 102,982 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,742,139 | 129,182 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,537,977 | 143,882 | Shares | Sole | 2026-02-17 | |
| 2023-09-30 | $15,149,662 | 454,399 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,913,667 | 273,174 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,028,157 | 214,797 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,709,487 | 199,145 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||