Institutional Ownership
Brookfield Asset Managmt Ltd
CUSIP 113004105CL A LMT VTG SHSBAMQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
72.9%
Max % of class reported
Institutional Holders
614
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest May 16, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 16, 2025 | Brookfield Corporation | 13D/A | 72.9% | — | SEC |
| 2 | May 13, 2025 | Capital World Investors | 13G/A | 1.5% | 24.14M | SEC |
| 3 | Feb 5, 2025 | Brookfield Corporation | 13D | 72.9% | — | SEC |
| 4 | Feb 5, 2025 | Partners Value Investments L.P. | 13D/A | 1.9% | — | SEC |
| 5 | Feb 9, 2024 | Capital World Investors | 13G | 6.0% | 24.56M | SEC |
| 6 | Mar 10, 2023 | Vamvakas Family Trust | 13D | 18.8% | 5.72M | SEC |
| 7 | Dec 20, 2022 | Partners Value Investments LP | 13D | 7.9% | 32.58M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Brookfield Corp /On/ | 1.19B | $53.03B |
| 2 | Partners Value Investments L.P. | 29.59M | $1.32B |
| 3 | Royal Bank Of Canada | 19.71M | $876.09M |
| 4 | Td Asset Management Inc | 13.40M | $594.09M |
| 5 | Principal Financial Group Inc | 12.74M | $566.09M |
| 6 | Bank Of Montreal /Can/ | 10.51M | $467.51M |
| 7 | Capital World Investors | 10.52M | $467.44M |
| 8 | Mackenzie Financial Corp | 9.77M | $434.11M |
| 9 | Fmr LLC | 9.15M | $406.74M |
| 10 | Capital International Investors | 7.62M | $338.83M |