Follow-The-Filings

Security

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Brookfield Asset Managmt Ltd · CL A LMT VTG SHS

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 2 exits max 0.4% (Arnold Van Den Berg - Van...)

grid → activity →
owners 16
max % 0.4%
tracked value $3.3B
qoq N 1 A 6 R 8 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.4% Add +0.09 pp 42,080 $1.9B hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.1% Reduce -0.04 pp 189,571 $8M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.05 pp 1,103,325 $49M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.01 pp 1,958,552 $87M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.03 pp 839,341 $37M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce -0.09 pp 398,072 $18M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 5,028,864 $263M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 23,173 $1M hist
Steven Check - Check Capital Management INC/CA 2026 Q1 0.0% Add 0.00 pp 12,954 $576 hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 17,723,182 $928M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 556,572 $25M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 30,379 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 384,389 $17M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 211,358 $9M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 11,025 $490 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 4,941 $220 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 39,039 $2M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 11,638 $610 hist

16 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue — $3.94B
Gross profit — —
Gross margin — —
Net income $541M $2.4B
Net margin * — 60.8%

Balance sheet

Metric FY2024 FY2025
Total current assets — —
Total non-current assets — —
Total assets $4.39B $17.05B
Total current liabilities — —
Total non-current liabilities — —
Total equity $3.25B —

Cash flow

Metric FY2024 FY2025
Cash from operations $627M $2.1B
Cash from investing -$41M -$339M
Cash from financing -$583M -$590M
Net change in cash * $3M $1.17B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders