Brookfield Oaktree Holdings, LLC(OAK-PA)— Stock Profile, AI Score & Financials

Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

Brookfield Oaktree Holdings, LLC (OAK-PA) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. OAK-PA is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 1 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q2 2026), Brookfield Oaktree Holdings, LLC reports quarterly revenue of $71.2M, net income of $55.9M, an operating margin of 78.5%. OAK-PA trades on the NYSE exchange and files with the SEC under CIK 1403528. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OAK-PA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Brookfield Oaktree Holdings, LLC directly from SEC EDGAR.

Revenue

$71.2M

Net Income

$55.9M

Operating Margin

78.5%

OAK-PA key financials by period

Brookfield Oaktree Holdings, LLC reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$679.5M$249.2M77.0%
FY 202410-K$778.0M$307.5M101.2%
FY 202310-K$688.8M$221.2M78.4%
FY 202210-K$1.1B$203.6M43.4%
FY 202110-K$1.5B$631.7M80.4%
FY 202010-K$429.1M$165.7M21.4%

Institutions holding OAK-PA

Institutional investors reporting a position in Brookfield Oaktree Holdings, LLC on SEC Form 13F.
InstitutionSharesValueReported
Sterling Capital Management33,310$695.8K2026-06-30
OAK-PA

Brookfield Oaktree Holdings, LLC

OAK-PA
NYSEunknownFinancials

13F Pro Quality Score

Not in ranked universe

Limited institutional coverage

Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 1 institutional filers currently hold this stock.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

Price Chart

Email me the moment this company reports earnings
AI Research Report
Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.
Upgrade to Pro
Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.
Reading the latest SEC filing… (first load can take ~20s)

Key Metrics

Revenue

Q2 2026
EDGAR

$71.21M

Net Income

Q2 2026
EDGAR

$55.87M

EPS (Diluted)

Q2 2026
EDGAR

$0.41

Operating Margin

Q2 2026
EDGAR

78.5%

ROIC

Q2 2026
EDGAR

10.9%

Top Institutional Holders

as of Q2 2026
$695.8K total

Financial Trends

Revenue & Net Income

Earnings Per Share

Loading ratio trend…