Brookfield Asset Management Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DAVENPORT & CO LLC | 10/15/2025 | 3.53 M | $202.26 M | -0.85% | 0.22% |
| FENIMORE ASSET MANAGEMENT INC | 10/20/2025 | 936.27 K | $53.31 M | 0.62% | 0.06% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 4.81 M | $273.71 M | -6.38% | 0.30% |
| CIBC ASSET MANAGEMENT INC | 10/31/2025 | 2.44 M | $139.64 M | 1.86% | 0.15% |
| MARKEL GROUP INC. | 10/31/2025 | 2.19 M | $124.92 M | 0.00% | 0.14% |
| COOKE & BIELER LP | 10/31/2025 | 1.35 M | $76.69 M | 7.35% | 0.08% |
| TD WATERHOUSE CANADA INC. | 11/03/2025 | 1.45 M | $81.38 M | -2.10% | 0.09% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 925.48 K | $52.70 M | -1.70% | 0.06% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 7.33 M | $417.36 M | -4.89% | 0.45% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 3.22 M | $183.35 M | -33.21% | 0.20% |
| MADISON ASSET MANAGEMENT, LLC | 11/06/2025 | 1.91 M | $108.64 M | -0.97% | 0.12% |
| VANGUARD GROUP INC | 11/07/2025 | 17.43 M | $991.68 M | 1.48% | 1.08% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 15.45 M | $879.66 M | -0.87% | 0.96% |
| BLACKROCK, INC. | 11/12/2025 | 5.41 M | $308.05 M | 2.00% | 0.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 4.29 M | $248.02 M | 14.36% | 0.27% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 3.18 M | $180.91 M | -5.03% | 0.20% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 2.42 M | $137.73 M | 2.35% | 0.15% |
| NUVEEN, LLC | 11/12/2025 | 1.02 M | $58.33 M | 20.71% | 0.06% |
| FMR LLC | 11/13/2025 | 17.75 M | $1.01 B | 1.58% | 1.10% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 16.08 M | $915.76 M | -1.17% | 1.00% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 15.45 M | $879.53 M | -5.63% | 0.96% |
| FIL LTD | 11/13/2025 | 12.83 M | $730.04 M | -5.11% | 0.80% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 11.43 M | $650.97 M | 8.36% | 0.71% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 10.54 M | $599.47 M | -7.58% | 0.65% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 3.90 M | $222.16 M | 72.60% | 0.24% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 11/13/2025 | 2.39 M | $136.06 M | -0.63% | 0.15% |
| DOUGLASS WINTHROP ADVISORS, LLC | 11/13/2025 | 2.37 M | $134.77 M | -1.36% | 0.15% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 2.37 M | $134.66 M | 2,833.96% | 0.15% |
| INVESCO LTD. | 11/13/2025 | 1.91 M | $108.74 M | 2.27% | 0.12% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 1.72 M | $97.84 M | 1.19% | 0.11% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 972.54 K | $55.38 M | 10.21% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 898.59 K | $51.17 M | 12.44% | 0.06% |
| BROOKFIELD CORP /ON/ | 11/14/2025 | 1.19 B | $67.93 B | 0.00% | 73.98% |
| PARTNERS VALUE INVESTMENTS LP | 11/14/2025 | 30.79 M | $1.75 B | 0.00% | 1.91% |
| ROYAL BANK OF CANADA | 11/14/2025 | 24.86 M | $1.42 B | 14.90% | 1.54% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 5.20 M | $295.99 M | 23.28% | 0.32% |
| STATE STREET CORP | 11/14/2025 | 3.63 M | $206.67 M | 2.98% | 0.23% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 3.57 M | $202.23 M | -19.22% | 0.22% |
| MORGAN STANLEY | 11/14/2025 | 3.56 M | $202.99 M | 112.78% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.17 M | $180.68 M | 6.89% | 0.20% |
| BANK OF NOVA SCOTIA | 11/14/2025 | 2.28 M | $130.13 M | -5.07% | 0.14% |
| BEUTEL, GOODMAN & CO LTD. | 11/14/2025 | 2.10 M | $119.65 M | -7.73% | 0.13% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.59 M | $90.73 M | -38.82% | 0.10% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 1.37 M | $77.84 M | 25.56% | 0.08% |
| SCOTIA CAPITAL INC. | 11/14/2025 | 1.17 M | $66.45 M | 0.42% | 0.07% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 1.14 M | $65.09 M | -1.63% | 0.07% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.09 M | $62.29 M | 0.39% | 0.07% |
| BAMCO INC /NY/ | 11/14/2025 | 984.87 K | $56.08 M | -7.24% | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 894.99 K | $50.96 M | 100.00% | 0.06% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.61 M | $91.44 M | -4.02% | 0.10% |
Brookfield Asset Management Ltd. institutional Ownership - FAQ's
During the previous two years, 908 institutional investors and hedge funds held shares of Brookfield Asset Management Ltd.. The most heavily invested institutionals were:
BROOKFIELD Corp /ON/: 1.19 B
Partners Value Investments LP: 30.79 M
ROYAL BANK OF CANADA: 24.86 M
FMR LLC: 17.75 M
VANGUARD GROUP INC: 17.43 M
Capital International Investors: 16.08 M
92.71% of Brookfield Asset Management Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 1.56 B shares in the last 24 months. This purchase volume represents approximately $82.59 B in transactions.