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Stocks / United States / BAM / Holders

Brookfield Asset Management Ltd. 13F holders

Of the 44 funds followed here, 9 reported a position in Brookfield Asset Management Ltd. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 5.3 million shares worth $239.1 million, 0.0% of its reported book. New this quarter: Alyeska. Sold out: Renaissance Technologies.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC5,329,761$239.1 million0.0%-3,819,423trimmed30 June 202613F
Norges Bank4,996,073$223.9 million0.0%held30 June 202613F
Geode Capital Management4,601,246$215.1 million0.0%-286,007trimmed30 June 202613F
Millennium Management1,586,983$71.2 million0.0%+1,375,625added30 June 202613F
Alyeska1,063,448$47.7 million0.1%+1,063,448new30 June 202613F
Citadel Advisors446,621$20.0 million0.0%-741,868trimmed30 June 202613F
Point72 Asset Management193,498$8.7 million0.0%+186,498added30 June 202613F
Two Sigma Investments144,956$6.5 million0.0%+66,182added30 June 202613F
Bridgewater Associates67,547$3.0 million0.0%+37,168added30 June 202613F
Renaissance Technologies0$00.0%-1,103,325exited30 June 202613F

Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.

Fails to deliver

Settlement dateShares failedPriceFile
27 August 202676,020$52.01SEC
24 August 20262,241$52.30SEC
19 August 20261,430$51.47SEC
18 August 20269,904$52.57SEC
17 August 20261,140$54.31SEC
14 August 202627,575$55.86SEC
12 August 2026512$55.36SEC
7 August 20268$53.17SEC
6 August 2026371$52.63SEC
5 August 2026116$51.94SEC
4 August 202642,398$50.69SEC
3 August 202611,000$48.40SEC
30 July 20268,084$47.35SEC
28 July 20266,553$47.56SEC
27 July 2026951$46.35SEC
23 July 2026877$46.41SEC
22 July 2026255$46.54SEC
21 July 2026382$47.37SEC
20 July 20269,937$48.33SEC
17 July 202615$49.57SEC
16 July 20264,963$49.02SEC
15 July 202618,417$47.52SEC

Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 76,020 on 27 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to BAM by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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