Brookfield Asset Management BAM Institutional Ownership

NYSE BAM

$44.58 -0.39 (-0.87%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

628 Institutions

Increased 295 47.0%

Unchanged 127 20.2%

Reduced 206 32.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

93.33%

▲+0.81 pp QoQ

Shares Held by Institutions

1.49Bn

of 1.60Bn outstanding

▲+0.82% QoQ

Shares Outstanding

1.60Bn

106.46Mn held outside 13F filers

Institutional Investors

628

filed 13F for Jun 2026

▲+3 vs prior quarter

Net Shares Added (QoQ)

+12.11Mn

accumulated since last quarter

Value of Holdings

$66.46Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Brookfield Asset Management Ltd. (NYSE:BAM) has 628 institutional investors that have filed 13F reports for the period ending June 2026.

Collectively, these holders controlled 93.3% of Brookfield Asset Management's outstanding shares in June 2026, up from 92.5% in March 2026.
They increased total shares held in Brookfield Asset Management by 0.82% from last quarter, and the number of investors in BAM increased 3.97% annually.
Of these 628 funds, 295 grew their exposure to Brookfield Asset Management, 206 cut back, and 127 maintained positions.
In total, institutional investors held 1.49Bn shares in Brookfield Asset Management as of June 2026, up by 12.11Mn shares quarter on quarter, and down 4.97Mn shares year over year.
As of June 30, 2026, the biggest holder of Brookfield Asset Management is BROOKFIELD Corp /ON/ at 1.19Bn shares, representing 74.69% of shares outstanding.
Top purchasers of BAM stock for the quarter ending June 2026 included NORGES BANK (5.0Mn), CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (2.99Mn), Capital World Investors (2.97Mn), Polar Asset Management Partners Inc. (1.65Mn), Royal Bank Of Canada (1.55Mn).
The largest sellers of Brookfield Asset Management for the quarter ending June 2026 were FMR LLC (3.82Mn), FIL Ltd (2.85Mn), TD ASSET MANAGEMENT INC (2.57Mn), MACKENZIE FINANCIAL CORP (2.02Mn), D. E. Shaw & Co., Inc. (1.39Mn).
Per Business Quant, the top 10 investors in BAM for the quarter ending June 2026 include BROOKFIELD Corp /ON/ (1.19Bn), Partners Value Investments L.P. (29.59Mn), Royal Bank Of Canada (21.26Mn), Principal Financial Group Inc (13.55Mn), Capital World Investors (13.49Mn), VANGUARD CAPITAL MANAGEMENT LLC (11.6Mn), TD ASSET MANAGEMENT INC (10.84Mn), Bank Of Montreal /Can/ (10.75Mn), MACKENZIE FINANCIAL CORP (7.75Mn), Capital International Investors (7.66Mn).

Form 13F Holdings

627 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.49Bn

Of outstanding 93.33%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BROOKFIELD Corp /ON/	0001001085	1,193,021,145	74.69%	0	0.00%	$53.51Bn
2	Partners Value Investments L.P.	0001162777	29,588,407	1.85%	0	0.00%	$1.33Bn
3	Royal Bank Of Canada	0001000275	21,259,887	1.33%	▲1,550,230	+7.87%	$953.51Mn
4	Principal Financial Group Inc	0001126328	13,551,754	0.85%	▲816,207	+6.41%	$607.80Mn
5	Capital World Investors	0001422849	13,485,369	0.84%	▲2,969,241	+28.24%	$604.82Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	11,604,929	0.73%	▲38,169	+0.33%	$520.57Mn
7	TD ASSET MANAGEMENT INC	0001056053	10,836,730	0.68%	▼2,567,913	-19.16%	$485.94Mn
8	Bank Of Montreal /Can/	0000927971	10,754,386	0.67%	▲241,375	+2.30%	$481.94Mn
9	MACKENZIE FINANCIAL CORP	0000919859	7,748,249	0.49%	▼2,016,939	-20.65%	$492.94Mn
10	Capital International Investors	0001562230	7,664,210	0.48%	▲41,526	+0.54%	$343.74Mn
11	Morgan Stanley	0000895421	6,876,269	0.43%	▲1,114,907	+19.35%	$308.40Mn
12	BlackRock, Inc.	0002012383	6,168,410	0.39%	▲651,765	+11.81%	$276.65Mn
13	CIBC Asset Management Inc	0001021926	5,701,677	0.36%	▲418,467	+7.92%	$256.72Mn
14	FMR LLC	0000315066	5,329,761	0.33%	▼3,819,423	-41.75%	$239.08Mn
15	TD Waterhouse Canada Inc.	0001999606	5,003,128	0.31%	▲294,966	+6.26%	$227.42Mn
16	NORGES BANK	0001374170	4,996,073	0.31%	▲4,996,073	0.00%	$223.93Mn
17	Neuberger Berman Group LLC	0001465109	4,854,713	0.30%	▲1,080,300	+28.62%	$217.73Mn
18	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	4,686,883	0.29%	▼632,623	-11.89%	$209.86Mn
19	GEODE CAPITAL MANAGEMENT, LLC	0001214717	4,601,246	0.29%	▼286,007	-5.85%	$215.13Mn
20	Beutel, Goodman & Co Ltd.	0001361974	4,579,477	0.29%	▼609,636	-11.75%	$205.35K

Showing 1 to 20 of 627 holders