Brookfield Asset Management Trims Stake in Q3

William Blair Investment Management reduces holdings in Brookfield Asset Management by 5%

Mar. 2, 2026 at 11:47pm

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According to a recent SEC filing, William Blair Investment Management LLC trimmed its position in Brookfield Asset Management Ltd. (NYSE:BAM) by 5.0% in the 3rd quarter. The fund now owns 3,177,123 shares of the financial services provider's stock, worth approximately $180.9 million.

Why it matters

Brookfield Asset Management is a major global alternative asset manager, so changes in ownership of its shares by large institutional investors like William Blair can provide insights into market sentiment and expectations around the company's performance.

The details

William Blair Investment Management reduced its holdings in Brookfield Asset Management by selling 168,416 shares during the third quarter. The firm now owns about 0.19% of Brookfield's outstanding shares. Other large investors have also recently adjusted their positions in Brookfield, with some increasing and others decreasing their stakes.

  • William Blair Investment Management made the changes to its Brookfield Asset Management holdings in the 3rd quarter of 2026.

The players

William Blair Investment Management LLC

A global investment management firm that provides a range of investment strategies and solutions for institutional and private clients.

Brookfield Asset Management Ltd.

A global alternative asset manager headquartered in Toronto, Canada that specializes in investments in real assets and related private equity and credit strategies.

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The takeaway

This filing highlights the shifting landscape of institutional ownership in Brookfield Asset Management, a leading global investment firm, as large investors like William Blair adjust their positions. It provides a window into market sentiment around the company's performance and outlook.