Brookfield Asset Management BAM Institutional Ownership

NYSE BAM
$46.05 +0.12 (+0.26%)
As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

619 Institutions
Increased 292 47.2%
Unchanged 123 19.9%
Reduced 204 33.0%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
93.31%
▲+0.78 pp QoQ
Shares Held by Institutions
1.49Bn
of 1.60Bn outstanding
▲+0.61% QoQ
Shares Outstanding
1.60Bn
106.92Mn held outside 13F filers
Institutional Investors
619
filed 13F for Jun 2026
■0 vs prior quarter
Net Shares Added (QoQ)
+8.96Mn
accumulated since last quarter
Value of Holdings
$68.46Bn
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

Brookfield Asset Management Ltd. (NYSE:BAM) appeared in the 13F filings of 619 institutional investors for the quarter ended June 30, 2026.

Form 13F Holdings

625 Institutional Holders

Report period 30 Jun, 2026
Total shares held 1.49Bn
Of outstanding 93.31%
Download Data
# 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