As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Brookfield Asset Management Ltd. The largest reported stake is Brookfield Corporation's, at 72.8%. One filing is on record since April 6, 2026 (Schedule 13D/A, April 6, 2026).
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Brookfield Asset Management Ltd. has 1 Schedule 13D or 13G filing on record since 2026-04-06. 1 holder's latest filing reports 5% or more of class a limited voting shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Brookfield Corporation | 72.8% | 1,193,021,145 | SCHEDULE 13D/A, 2026-04-06 | 2026-04-01 |
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More on Brookfield Asset Management Ltd. and the records around it.
Brookfield Asset Management Ltd. elsewhere on the record
- Acquisition Aug 2026
Companies that share a holder
- BROOKFIELD CORPORATION also filed stake reports on 7 other companies: BROOKFIELD INFRASTRUCTURE CORPORATION (Jul 2026), BROOKFIELD INFRASTRUCTURE PARTNERS L.P. (Jul 2026), Brookfield Renewable Corporation (Jul 2026)
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Purpose of Transaction (Item 4)
Brookfield Corporation
Item 4 of the Schedule 13D is hereby supplemented as follows: On April 2, 2026, BWS BAM Financing LP (the "Borrower"), as borrower, and certain subsidiaries of BNT, as guarantors, entered into a margin loan agreement with Royal Bank of Canada, as lender and administrative agent, and RBC Capital Markets LLC, as calculation agent, under which the Borrower intends to borrow US$1,000,000,000 (the "Credit Facility") and the Borrower has agreed to pledge 65,000,000 Class A Shares (the "Collateral Shares"). The Credit Facility matures on April 2, 2028. As is customary for this type of credit facility, upon the occurrence of certain events of default that remain unremedied and certain other specified events, the Borrower will be required to repay the amounts outstanding under the Credit Facility. The failure by the Borrower to make such repayment may result in the lenders exercising their rights and disposing of some or all of the Collateral Shares. Unless an event of default is continuing under the Credit Facility, all voting rights and rights to receive dividends and distributions with respect to the Collateral Shares remain with Borrower, subject to the terms of the Voting Agreement described in Amendment No. 1. The Collateral Shares represent less than 6% of the aggregate number of Class A Shares directly and indirectly held by BN and BNT and less than 4% of all the outstanding Class A Shares.Item 4 of the SCHEDULE 13D/A filed 2026-04-06
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-04-06 | Brookfield Corporation | 72.8% | SCHEDULE 13D/A |
Also on the record for Brookfield Asset Management Ltd.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 31, 2026 | Acquired Oaktree | $3B | Acquisition | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.