Brookfield Oaktree Holdings, LLC SEC filings OAK-PB
Brookfield Oaktree Holdings, LLC has 999 filings in SEC EDGAR's recent list, going back to Jul 26, 2007. Its latest annual report, Form 10-K, was filed on Mar 24, 2026 for the period ended Dec 31, 2025. The latest quarterly report (Form 10-Q) was filed on Aug 11, 2026, covering the quarter ended Jun 30, 2026. The most recent current report (Form 8-K) was filed on Aug 3, 2026 (acquisition or sale of assets, officer or director change, bylaw or fiscal year change, other events). The company's fiscal year ends on December 31.
| Form | Description | Filed | Period |
|---|---|---|---|
| SCHEDULE 13D/A | Amended ownership over 5% (active) | Aug 17, 2026 | — |
| 10-Q | Quarterly report | Aug 11, 2026 | Jun 30, 2026 |
| 3 | Initial insider ownership | Aug 3, 2026 | Jul 31, 2026 |
| 3 | Initial insider ownership | Aug 3, 2026 | Jul 31, 2026 |
| 3 | Initial insider ownership | Aug 3, 2026 | Jul 31, 2026 |
| 3 | Initial insider ownership | Aug 3, 2026 | Jul 31, 2026 |
| 3 | Initial insider ownership | Aug 3, 2026 | Jul 31, 2026 |
| 8-K |
Current report
Acquisition or sale of assets, Officer or director change, Bylaw or fiscal year change, Other events
|
Aug 3, 2026 | Jul 31, 2026 |
| 4 | Insider transaction | May 26, 2026 | May 21, 2026 |
| SCHEDULE 13D/A | Amended ownership over 5% (active) | May 15, 2026 | — |
| 10-Q | Quarterly report | May 12, 2026 | Mar 31, 2026 |
| 8-K |
Current report
Material agreement
|
Apr 27, 2026 | Apr 20, 2026 |
| 8-K |
Current report
Material agreement
|
Apr 20, 2026 | Apr 14, 2026 |
| 10-K | Annual report | Mar 24, 2026 | Dec 31, 2025 |
| 3/A | Filing | Dec 11, 2025 | Nov 24, 2025 |
| 3 | Initial insider ownership | Dec 4, 2025 | Nov 24, 2025 |
| 10-Q | Quarterly report | Nov 12, 2025 | Sep 30, 2025 |
| 8-K |
Current report
Other events
|
Oct 14, 2025 | Oct 13, 2025 |
| 10-Q | Quarterly report | Aug 13, 2025 | Jun 30, 2025 |
| 10-Q | Quarterly report | May 14, 2025 | Mar 31, 2025 |
| 10-K | Annual report | Mar 20, 2025 | Dec 31, 2024 |
| 4 | Insider transaction | Nov 13, 2024 | Nov 8, 2024 |
| 10-Q | Quarterly report | Nov 12, 2024 | Sep 30, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | Oct 28, 2024 | — |
| 10-Q | Quarterly report | Aug 14, 2024 | Jun 30, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | Jul 5, 2024 | — |
| 8-K |
Current report
Material agreement, Other events
|
Jul 1, 2024 | Jul 1, 2024 |
| 4 | Insider transaction | Jun 12, 2024 | Jun 10, 2024 |
| 4 | Insider transaction | Jun 7, 2024 | Jun 5, 2024 |
| 4/A | Form 4/a | May 16, 2024 | May 13, 2024 |
| 4 | Insider transaction | May 16, 2024 | May 14, 2024 |
| 4 | Insider transaction | May 15, 2024 | May 13, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | May 15, 2024 | — |
| 10-Q | Quarterly report | May 10, 2024 | Mar 31, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | Apr 29, 2024 | — |
| 4 | Insider transaction | Apr 26, 2024 | Apr 24, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | Mar 29, 2024 | — |
| 4 | Insider transaction | Mar 29, 2024 | Mar 27, 2024 |
| 10-K | Annual report | Mar 21, 2024 | Dec 31, 2023 |
| 4 | Insider transaction | Mar 20, 2024 | Mar 18, 2024 |
| 3 | Initial insider ownership | Mar 7, 2024 | Mar 1, 2024 |
| 8-K |
Current report
Officer or director change, Regulation FD disclosure, Other events
|
Mar 5, 2024 | Feb 28, 2024 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2024 | — |
| 8-K/A |
Amended current report
Officer or director change
|
Jan 12, 2024 | Jun 23, 2023 |
| SC 13D | Ownership over 5% (active) | Dec 22, 2023 | — |
| 4 | Insider transaction | Dec 19, 2023 | Dec 15, 2023 |
| 4 | Insider transaction | Dec 19, 2023 | Dec 15, 2023 |
| SC 13D/A | Amended ownership over 5% (active) | Dec 19, 2023 | — |
| 4 | Insider transaction | Dec 14, 2023 | Dec 12, 2023 |
| SC 13D/A | Amended ownership over 5% (active) | Dec 5, 2023 | — |
| 4 | Insider transaction | Dec 4, 2023 | Nov 30, 2023 |
| SC 13D/A | Amended ownership over 5% (active) | Dec 4, 2023 | — |
| 4 | Insider transaction | Nov 22, 2023 | Nov 21, 2023 |
| 3 | Initial insider ownership | Nov 20, 2023 | Nov 10, 2023 |
| 4/A | Filing | Nov 16, 2023 | Nov 13, 2023 |
| 4 | Insider transaction | Nov 15, 2023 | Nov 13, 2023 |
| SC 13D/A | Amended ownership over 5% (active) | Nov 15, 2023 | — |
| 10-Q | Quarterly report | Nov 9, 2023 | Sep 30, 2023 |
| SC 13D/A | Amended ownership over 5% (active) | Nov 1, 2023 | — |
| SC 13D/A | Amended ownership over 5% (active) | Oct 27, 2023 | — |
| SC 13D/A | Amended ownership over 5% (active) | Oct 11, 2023 | — |
| SC 13D/A | Amended ownership over 5% (active) | Oct 6, 2023 | — |
| SC 13D/A | Amended ownership over 5% (active) | Sep 27, 2023 | — |
| SC 13D | Ownership over 5% (active) | Sep 15, 2023 | — |
| 4 | Insider transaction | Sep 8, 2023 | Sep 6, 2023 |
| SC 13D/A | Amended ownership over 5% (active) | Sep 8, 2023 | — |
| 10-Q | Quarterly report | Aug 11, 2023 | Jun 30, 2023 |
| 3 | Initial insider ownership | Jul 10, 2023 | Jun 30, 2023 |
| 8-K |
Current report
Material agreement, Officer or director change
|
Jun 29, 2023 | Jun 23, 2023 |
| 4 | Insider transaction | Jun 23, 2023 | Jun 22, 2023 |
| 4 | Insider transaction | Jun 23, 2023 | Jun 14, 2023 |
| 4 | Insider transaction | Jun 14, 2023 | Jun 12, 2023 |
| 4 | Insider transaction | Jun 9, 2023 | Jun 6, 2023 |
| 10-Q | Quarterly report | May 15, 2023 | Mar 31, 2023 |
| 10-K/A | Amended annual report | Apr 13, 2023 | Dec 31, 2022 |
| SC 13G | Ownership over 5% (passive) | Apr 10, 2023 | — |
| 8-K/A |
Amended current report
Officer or director change
|
Mar 31, 2023 | Feb 10, 2023 |
| SC 13D/A | Amended ownership over 5% (active) | Mar 31, 2023 | — |
| 4 | Insider transaction | Mar 30, 2023 | Mar 28, 2023 |
| 4 | Insider transaction | Mar 30, 2023 | Mar 28, 2023 |
| 10-K | Annual report | Mar 21, 2023 | Dec 31, 2022 |
| 3 | Initial insider ownership | Feb 17, 2023 | Feb 10, 2023 |
| 8-K |
Current report
Officer or director change
|
Feb 16, 2023 | Feb 10, 2023 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| SC 13G | Ownership over 5% (passive) | Feb 14, 2023 | — |
| 3 | Initial insider ownership | Jan 9, 2023 | Dec 29, 2022 |
| 4 | Insider transaction | Jan 3, 2023 | Dec 29, 2022 |
| 8-K |
Current report
Other events
|
Dec 20, 2022 | Dec 15, 2022 |
| 8-K |
Current report
Material agreement, Acquisition or sale of assets
|
Dec 6, 2022 | Nov 30, 2022 |
| 8-K |
Current report
Officer or director change
|
Nov 16, 2022 | Nov 15, 2022 |
| 4 | Insider transaction | Nov 10, 2022 | Nov 8, 2022 |
| 3 | Initial insider ownership | Nov 10, 2022 | Nov 3, 2022 |
| 10-Q | Quarterly report | Nov 10, 2022 | Sep 30, 2022 |
| 4 | Insider transaction | Oct 17, 2022 | Oct 13, 2022 |
| 4 | Insider transaction | Oct 11, 2022 | Oct 7, 2022 |
| 4 | Insider transaction | Sep 12, 2022 | Sep 8, 2022 |
| 4 | Insider transaction | Sep 6, 2022 | Aug 31, 2022 |
| 4 | Insider transaction | Aug 23, 2022 | Aug 17, 2022 |
| SC 13G | Ownership over 5% (passive) | Aug 22, 2022 | — |
| 10-Q | Quarterly report | Aug 12, 2022 | Jun 30, 2022 |
| SC 13G | Ownership over 5% (passive) | Jun 30, 2022 | — |
| 4 | Insider transaction | Jun 16, 2022 | Jun 14, 2022 |
| 3 | Initial insider ownership | Jun 16, 2022 | Jun 7, 2022 |
| 4 | Insider transaction | Jun 3, 2022 | Jun 1, 2022 |
| 4 | Insider transaction | May 31, 2022 | May 26, 2022 |
| SC 13G | Ownership over 5% (passive) | May 20, 2022 | — |
| 10-Q | Quarterly report | May 13, 2022 | Mar 31, 2022 |
| SC 13G | Ownership over 5% (passive) | May 13, 2022 | — |
| SC 13D/A | Amended ownership over 5% (active) | Apr 22, 2022 | — |
| 4 | Insider transaction | Apr 21, 2022 | Apr 19, 2022 |
| 4 | Insider transaction | Apr 14, 2022 | Apr 12, 2022 |
| 4 | Insider transaction | Apr 6, 2022 | Feb 1, 2022 |
| 3 | Initial insider ownership | Apr 6, 2022 | Nov 1, 2021 |
| 8-K |
Current report
Other events
|
Apr 5, 2022 | Mar 30, 2022 |
| 4 | Insider transaction | Mar 29, 2022 | Mar 25, 2022 |
| 10-K | Annual report | Mar 14, 2022 | Dec 31, 2021 |
| 4 | Insider transaction | Mar 9, 2022 | Mar 7, 2022 |
| 4 | Insider transaction | Mar 1, 2022 | Mar 1, 2022 |
| 4 | Insider transaction | Feb 28, 2022 | Feb 24, 2022 |
| SC 13G | Ownership over 5% (passive) | Feb 28, 2022 | — |
| 4 | Insider transaction | Feb 23, 2022 | Feb 18, 2022 |
| 4 | Insider transaction | Feb 17, 2022 | Feb 15, 2022 |
| 4 | Insider transaction | Feb 14, 2022 | Feb 10, 2022 |
| SC 13G | Ownership over 5% (passive) | Feb 11, 2022 | — |
| SC 13G | Ownership over 5% (passive) | Feb 11, 2022 | — |
| 4 | Insider transaction | Feb 9, 2022 | Jan 24, 2022 |
| 3 | Initial insider ownership | Feb 3, 2022 | Feb 3, 2022 |
| SC 13G | Ownership over 5% (passive) | Jan 21, 2022 | — |
| 4 | Insider transaction | Jan 21, 2022 | Jan 19, 2022 |
| 4 | Insider transaction | Jan 18, 2022 | Jan 13, 2022 |
| 4/A | Form 4/a submission | Jan 18, 2022 | Jan 10, 2022 |
| 4 | Insider transaction | Jan 12, 2022 | Jan 10, 2022 |
| SC 13G | Ownership over 5% (passive) | Jan 10, 2022 | — |
| SC 13G | Ownership over 5% (passive) | Jan 7, 2022 | — |
| 4 | Insider transaction | Jan 7, 2022 | Jan 5, 2022 |
| 4 | Insider transaction | Jan 5, 2022 | Jan 3, 2022 |
| 4 | Insider transaction | Jan 4, 2022 | Dec 30, 2021 |
| SC 13G | Ownership over 5% (passive) | Jan 3, 2022 | — |
| SC 13G | Ownership over 5% (passive) | Jan 3, 2022 | — |
| 4 | Insider transaction | Dec 29, 2021 | Dec 27, 2021 |
| 4 | Insider transaction | Dec 23, 2021 | Dec 21, 2021 |
| 4 | Insider transaction | Dec 20, 2021 | Dec 16, 2021 |
| 4 | Insider transaction | Dec 15, 2021 | Dec 13, 2021 |
| 4 | Insider transaction | Dec 10, 2021 | Dec 6, 2021 |
| 3 | Initial insider ownership | Dec 2, 2021 | Nov 22, 2021 |
| 4 | Insider transaction | Nov 23, 2021 | Nov 19, 2021 |
| 10-Q | Quarterly report | Nov 12, 2021 | Sep 30, 2021 |
| 3 | Initial insider ownership | Nov 10, 2021 | Nov 2, 2021 |
| 8-K | Current report | Nov 8, 2021 | Nov 4, 2021 |
| 8-K |
Current report
Other events
|
Oct 14, 2021 | Oct 14, 2021 |
| 8-K |
Current report
Other events
|
Sep 20, 2021 | Sep 14, 2021 |
| 10-Q | Quarterly report | Aug 12, 2021 | Jun 30, 2021 |
| 4 | Insider transaction | Jul 21, 2021 | Jul 19, 2021 |
| 4 | Insider transaction | Jul 9, 2021 | Jul 7, 2021 |
| 4 | Insider transaction | Jul 9, 2021 | Jul 7, 2021 |
| 4 | Insider transaction | Jul 6, 2021 | Jul 1, 2021 |
| 4 | Insider transaction | Jul 6, 2021 | Jul 1, 2021 |
| 4 | Insider transaction | Jun 30, 2021 | Jun 28, 2021 |
| 4 | Insider transaction | Jun 30, 2021 | Jun 28, 2021 |
| 4 | Insider transaction | May 28, 2021 | May 26, 2021 |
| 4 | Insider transaction | May 28, 2021 | May 26, 2021 |
| 4 | Insider transaction | May 19, 2021 | May 17, 2021 |
| 4 | Insider transaction | May 19, 2021 | May 17, 2021 |
| 3 | Initial insider ownership | May 14, 2021 | Apr 30, 2021 |
| 10-Q | Quarterly report | May 12, 2021 | Mar 31, 2021 |
| 4 | Insider transaction | May 4, 2021 | Apr 30, 2021 |
| 4 | Insider transaction | Apr 7, 2021 | Apr 6, 2021 |
| 4 | Insider transaction | Apr 1, 2021 | Mar 30, 2021 |
| 4 | Insider transaction | Mar 29, 2021 | Mar 25, 2021 |
| 4 | Insider transaction | Mar 25, 2021 | Mar 23, 2021 |
| 4 | Insider transaction | Mar 25, 2021 | Mar 23, 2021 |
| 4 | Insider transaction | Mar 23, 2021 | Mar 19, 2021 |
| 4 | Insider transaction | Mar 19, 2021 | Mar 16, 2021 |
| 4 | Insider transaction | Mar 17, 2021 | Mar 10, 2021 |
| 8-K/A |
Amended current report
Officer or director change
|
Mar 16, 2021 | Feb 16, 2021 |
| 10-K | Annual report | Feb 26, 2021 | Dec 31, 2020 |
| 3 | Initial insider ownership | Feb 23, 2021 | Feb 16, 2021 |
| 4 | Insider transaction | Feb 22, 2021 | Feb 22, 2021 |
| 4 | Insider transaction | Feb 22, 2021 | Feb 22, 2021 |
| 3 | Initial insider ownership | Feb 19, 2021 | Feb 9, 2021 |
| 8-K |
Current report
Officer or director change
|
Feb 19, 2021 | Feb 16, 2021 |
| 4 | Insider transaction | Feb 10, 2021 | Feb 8, 2021 |
| 4 | Insider transaction | Jan 29, 2021 | Jan 28, 2021 |
| 4 | Insider transaction | Jan 27, 2021 | Jan 25, 2021 |
| 3 | Initial insider ownership | Jan 26, 2021 | Jan 26, 2021 |
Showing 200 filings, the most recent 200. Main filings leave out insider and ownership forms such as Form 4; choose a type above to see them. Each form opens on SEC.gov. Older filings are on SEC EDGAR.
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Company profile
- Industry
- Investment Advice (SIC 6282)
- Listed as
- OAK-PA (NYSE), OAK-PB (NYSE)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Los Angeles, CA
- SEC filer status
- Non-accelerated filer
- SEC CIK
- 1403528
- Former names
- Oaktree Capital Group, LLC (until Mar 7, 2024)
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Source: SEC EDGAR filings. This is company-reported data, not investment advice.