S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

Renaissance Technologies’s BAM Holdings & Trades

First Buy
Q3 2013
Duration Held
47 Quarters
Largest Add
Q3 2015
+1.82 M Shares
Current Position
287,525 Shares
$15.06 M Value

Renaissance Technologies's BAM Position Overview

Renaissance Technologies (via Renaissance Technologies LLC) currently holds 287,525 shares of Brookfield Asset Management Ltd. (BAM) worth $15.06 M, representing 0.02% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 47 quarters.

Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in BAM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 1.82 M shares. Largest reduction occurred in Q4 2015, reducing 1.31 M shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies's Brookfield Asset Management (BAM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Brookfield Asset Management (BAM) Trades by Renaissance Technologies

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2013 +167,099 New Buy 167,099 $16.51
Q4 2013 +789,727 Add 472.61% 956,826 $17.13
Q1 2014 -113,740 Reduce 11.89% 843,086 $18.03
Q2 2014 -634,977 Reduce 75.32% 208,109 $19.43
Q3 2014 +135,379 Add 65.05% 343,488 $19.82
Q4 2014 +470,143 Add 136.87% 813,631 $22.12
Q1 2015 -813,631 Sold Out 0 $0.00
Q3 2015 +1.82 M New Buy 1.82 M $20.81
Q4 2015 -1.31 M Reduce 71.62% 517,762 $20.88
Q1 2016 -517,762 Sold Out 0 $0.00
Q2 2016 +287,561 New Buy 287,561 $21.89
Q3 2016 +196,063 Add 68.18% 483,624 $23.29
Q4 2016 +115,100 Add 23.80% 598,724 $21.84
Q1 2017 -6,042 Reduce 1.01% 592,682 $24.14
Q2 2017 -592,682 Sold Out 0 $0.00
Q4 2017 +49,393 New Buy 49,393 $28.91
Q1 2018 -27,518 Reduce 55.71% 21,875 $25.83
Q2 2018 +187,517 Add 857.22% 209,392 $26.84
Q3 2018 -209,392 Sold Out 0 $0.00
Q4 2018 +834,060 New Buy 834,060 $25.42
Q1 2019 -698,568 Reduce 83.76% 135,492 $30.89
Q2 2019 +1.06 M Add 783.36% 1.2 M $31.67
Q3 2019 -1.18 M Reduce 98.93% 12,801 $35.15
Q4 2019 -12,801 Sold Out 0 $0.00
Q2 2020 +657,293 New Buy 657,293 $32.67
Q3 2020 +901,850 Add 137.21% 1.56 M $32.84
Q4 2020 -679,102 Reduce 43.56% 880,041 $40.97
Q1 2021 -165,260 Reduce 18.78% 714,781 $44.19
Q2 2021 -451,457 Reduce 63.16% 263,324 $50.98
Q3 2021 +237,029 Add 90.01% 500,353 $53.62
Q4 2021 -399,853 Reduce 79.91% 100,500 $60.39
Q1 2022 -100,500 Sold Out 0 $0.00
Q2 2022 +764,678 New Buy 764,678 $44.49
Q3 2022 +474,385 Add 62.04% 1.24 M $40.90
Q4 2022 -926,137 Reduce 74.74% 312,926 $0.03
Q1 2023 -80,726 Reduce 25.80% 232,200 $0.03
Q2 2023 -30,000 Reduce 12.92% 202,200 $0.03
Q3 2023 -119,900 Reduce 59.30% 82,300 $33.39
Q4 2023 -82,300 Sold Out 0 $0.00
Q1 2024 +143,500 New Buy 143,500 $42.03
Q2 2024 +164,900 Add 114.91% 308,400 $38.05
Q3 2024 +63,500 Add 20.59% 371,900 $47.29
Q4 2024 -8,200 Reduce 2.20% 363,700 $54.19
Q1 2025 +13,500 Add 3.71% 377,200 $48.45
Q2 2025 -93,200 Reduce 24.71% 284,000 $55.28
Q3 2025 -284,000 Sold Out 0 $0.00
Q4 2025 +287,525 New Buy 287,525 $52.39

Renaissance Technologies's Brookfield Asset Management Investment FAQs

Renaissance Technologies first purchased Brookfield Asset Management Ltd. (BAM) in Q3 2013, acquiring 167,099 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies has held Brookfield Asset Management Ltd. (BAM) for 47 quarters since Q3 2013.

Renaissance Technologies's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q3 2015, adding 1,824,332 shares worth $37.97 M.

According to the latest 13F filing for Q4 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 287,525 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $15.06 M.

As of the Q4 2025 filing, Brookfield Asset Management Ltd. (BAM) represents approximately 0.02% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.

Renaissance Technologies's peak holding in Brookfield Asset Management Ltd. (BAM) was 1,824,332 shares, as reported at the end of Q3 2015.