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Brookfield Asset Management (BAM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Brookfield Asset Management (NYSE:BAM)

Current
Institutional Ownership
Percentage
68.41%
Number of
Institutional Buyers
(last 12 months)
241
Total
Institutional Inflows
(last 12 months)
$2.58B
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$1.48B
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BAM Institutional Buying and Selling by Quarter

Brookfield Asset Management Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024BNP Paribas47,704$2.01M0.1%N/A0.012%
5/1/2024Janney Montgomery Scott LLC194,158$8.16M0.0%+2.5%0.047%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co9,527$400K0.1%-5.2%0.002%
5/1/2024 Diversify Advisory Services LLC13,491$566K0.0%N/A0.003%
4/30/2024 Culbertson A N & Co. Inc.15,140$636K0.1%-5.5%0.004%
4/30/2024Commonwealth Equity Services LLC29,928$1.26M0.0%-2.9%0.007%
4/29/2024 Principal Financial Group Inc.11,021,200$463.14M0.3%-2.3%2.667%
4/29/2024 Benjamin F. Edwards & Company Inc.7,505$316K0.0%+50.1%0.002%
4/29/2024 Heritage Investors Management Corp4,948$208K0.0%N/A0.001%
4/29/2024 Mn Services Vermogensbeheer B.V.141,800$5.96M0.0%-11.8%0.034%
4/29/2024 Marks Group Wealth Management Inc161,260$6.78M0.7%+2.8%0.039%
4/26/2024 Triasima Portfolio Management inc.591,518$24.85M2.1%-6.5%0.143%
4/26/2024 UMB Bank n.a.1,934$81K0.0%+78.9%0.000%
4/26/2024 YHB Investment Advisors Inc.622$26K0.0%N/A0.000%
4/26/2024 Tritonpoint Wealth LLC78,194$3.04M0.3%+0.4%0.019%
4/25/2024 WCM Investment Management LLC20,128$846K0.0%-5.7%0.005%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 286,733$12.06M0.0%+348.6%0.069%
4/25/2024 Cambridge Investment Research Advisors Inc.39,961$1.68M0.0%+212.1%0.010%
4/24/2024 Round Rock Advisors LLC5,153$217K0.1%N/A0.001%
4/24/2024 SOL Capital Management CO19,024$799K0.1%+23.6%0.005%
4/23/2024 Canal Capital Management LLC90,026$3.78M0.6%+10.3%0.022%
4/23/2024 Live Oak Private Wealth LLC48,406$2.03M0.4%-3.0%0.012%
4/23/2024 Kirr Marbach & Co. LLC IN32,169$1.35M0.3%-1.4%0.008%
4/22/2024 Cortland Associates Inc. MO574,437$24.14M3.1%-0.1%0.139%
4/22/2024 America First Investment Advisors LLC427,358$17.96M4.4%+7.4%0.103%
4/22/2024 QV Investors Inc.562,162$23.64M2.1%-16.6%0.136%
4/22/2024 Raymond James & Associates301,262$12.66M0.0%+2.2%0.073%
4/22/2024 Lawson Kroeker Investment Management Inc. NE74,949$3.15M0.6%-39.3%0.018%
4/19/2024 Everett Harris & Co. CA8,078$339K0.0%+9.9%0.002%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.865,336$36.37M0.0%-1.0%0.209%
4/18/2024 Hi Line Capital Management LLC33,163$1.39M0.5%+2.1%0.008%
4/18/2024 Blue Zone Wealth Advisors LLC129,853$5.46M1.9%+4.6%0.031%
4/17/2024 Kathleen S. Wright Associates Inc.28,339$1.15M0.5%-7.0%0.007%
4/16/2024 Addenda Capital Inc.315,486$13.26M0.6%-3.9%0.076%
4/16/2024 Lincoln Capital LLC24,490$1.03M0.2%-1.9%0.006%
4/16/2024 Ervin Investment Management LLC37,959$1.60M1.1%N/A0.009%
4/15/2024 DGS Capital Management LLC6,381$268K0.1%+16.1%0.002%
4/15/2024 GoalVest Advisory LLC2,380$100K0.0%N/A0.001%
4/15/2024 Chemistry Wealth Management LLC26,988$1.13M0.3%-19.6%0.007%
4/11/2024 Radnor Capital Management LLC8,478$356K0.1%-5.0%0.002%
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4/11/2024 Financiere des Professionnels Fonds d investissement inc.12,506$526K0.0%-19.2%0.003%
4/10/2024 Park Avenue Securities LLC15,721$661K0.0%+41.0%0.004%
4/5/2024 First Hawaiian Bank26,558$1.12M0.0%+127.6%0.006%
4/3/2024 Timber Creek Capital Management LLC27,073$1.14M0.4%-40.2%0.007%
4/1/2024 Confluence Investment Management LLC18,628$783K0.0%N/A0.005%
3/22/2024PNC Financial Services Group Inc.61,925$2.49M0.0%+4.9%0.015%
3/11/2024Vanguard Group Inc.10,573,649$424.74M0.0%+1.6%2.711%
3/5/2024Wellington Management Group LLP341,904$13.74M0.0%-10.0%0.088%
3/1/2024Royal London Asset Management Ltd.161,565$6.49M0.0%+1.6%0.039%
2/26/2024Virtu Financial LLC9,756$392K0.0%N/A0.002%
2/23/2024 Chicago Partners Investment Group LLC56,482$2.23M0.1%-12.1%0.014%
2/17/2024FIL Ltd11,314,071$454.42M0.5%+66.1%2.739%
2/15/2024Public Sector Pension Investment Board528,364$21.33M0.2%-2.5%0.128%
2/15/2024Partners Value Investments L.P.30,807,960$1.24B19.0%+0.9%7.459%
2/15/2024Broad Run Investment Management LLC451,378$18.13M2.4%-8.3%0.109%
2/14/2024Ossiam32,430$1.31M0.0%+39.0%0.008%
2/14/2024Partners Group Holding AG427,281$17.16M2.1%-0.1%0.103%
2/14/2024Third Avenue Management LLC131,670$5.29M0.9%+0.9%0.032%
2/14/2024Prudential PLC223,536$8.98M0.1%+20.0%0.054%
2/14/2024Azimuth Capital Investment Management LLC97,058$3.90M0.2%-1.7%0.023%
2/13/2024Gabelli Funds LLC16,599$667K0.0%-9.5%0.004%
2/13/20241832 Asset Management L.P.661,472$26.57M0.0%-6.0%0.160%
2/13/2024Crossmark Global Holdings Inc.35,349$1.42M0.0%-10.2%0.009%
2/13/2024Capital World Investors24,562,364$986.66M0.2%+10.0%5.947%
2/13/2024Capital International Sarl172,275$6.92M0.3%-9.5%0.042%
2/13/2024Capital International Ltd. CA156,559$6.29M0.3%-19.1%0.038%
2/13/2024Capital International Investors14,326,993$575.52M0.1%-39.0%3.469%
2/13/2024Burgundy Asset Management Ltd.1,668,649$67.15M0.7%-2.7%0.404%
2/13/2024Royal London Asset Management Ltd.161,565$6.49M0.0%+1.6%0.039%
2/13/2024CIBC Private Wealth Group LLC408,058$16.39M0.0%-3.0%0.099%
2/13/2024CIBC Asset Management Inc4,039,030$162.74M0.6%-17.8%0.978%
2/13/2024The Manufacturers Life Insurance Company 3,395,100$136.46M0.1%-38.9%0.822%
2/13/2024Rathbones Group PLC72,224$2.92M0.0%+40.0%0.017%
2/12/2024Alberta Investment Management Corp1,176,215$47.47M0.4%-1.1%0.285%
2/12/2024Oak Grove Capital LLC203,767$8.19M2.2%-20.4%0.049%
2/12/2024Madison Asset Management LLC1,440,023$57.85M0.8%+152.9%0.349%
2/12/2024Bank of Nova Scotia3,579,553$143.73M0.3%-21.6%0.867%
2/12/2024Scotia Capital Inc.1,003,957$40.27M0.3%+2.6%0.243%
2/12/2024Gold Investment Management Ltd.52,816$2.12M0.9%N/A0.013%
2/12/2024Bank of Nova Scotia Trust Co.5,939$239K0.0%-23.6%0.001%
2/12/2024Blacksheep Fund Management Ltd341,502$13.72M5.4%N/A0.083%
2/12/2024Fiduciary Trust Co5,840$235K0.0%-6.1%0.001%
2/12/2024Stifel Financial Corp251,447$10.10M0.0%+49.6%0.061%
2/12/2024TD Asset Management Inc11,498,183$464.08M0.5%+29.2%2.784%
2/12/2024Steward Partners Investment Advisory LLC120,466$4.84M0.1%+46.4%0.029%
2/12/2024Douglass Winthrop Advisors LLC2,470,640$99.73M2.2%+5.3%0.598%
2/12/2024JARISLOWSKY FRASER Ltd13,865$559K0.0%-25.4%0.003%
2/12/2024Hsbc Holdings PLC628,945$25.27M0.0%+42.4%0.152%
2/9/2024Advisory Services Network LLC6,374$256K0.0%-27.3%0.002%
2/9/2024Balboa Wealth Partners15,300$615K0.2%+70.5%0.004%
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2/9/2024EverSource Wealth Advisors LLC3,680$148K0.0%+87.8%0.001%
2/9/2024Akre Capital Management LLC3,455,966$138.83M1.2%-0.2%0.837%
2/9/2024Franklin Resources Inc.184,752$7.42M0.0%+12.4%0.045%
2/9/2024Trexquant Investment LP11,494$462K0.0%-73.9%0.003%
2/9/2024Corient Private Wealth LLC1,207,346$48.47M0.1%+19.0%0.292%
2/9/2024Clearbridge Investments LLC15,144$608K0.0%N/A0.004%
2/9/2024Wells Fargo & Company MN692,801$27.84M0.0%+17.1%0.168%
2/9/2024Beutel Goodman & Co Ltd.6,922,224$279.39M1.5%+114.5%1.676%
2/9/2024PNC Financial Services Group Inc.61,925$2.49M0.0%+4.9%0.015%
2/9/2024Norges Bank5,960,434$239.42M0.0%N/A1.443%
(Data available from 1/1/2016 forward)

BAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAM shares?

During the previous two years, 597 institutional investors and hedge funds held shares of Brookfield Asset Management. The most heavily invested institutionals were Royal Bank of Canada ($5.44B), Partners Value Investments L.P. ($1.24B), TD Asset Management Inc. ($1.21B), Brookfield Corp ON ($998.88M), Capital World Investors ($986.66M), Viking Global Investors LP ($922.37M), and Capital International Investors ($575.52M).Learn more on BAM's institutional investors.

What percentage of Brookfield Asset Management stock is owned by institutional investors?

68.41% of Brookfield Asset Management stock is owned by institutional investors. Learn more on BAM's institutional investor holdings.

Which institutional investors have been buying Brookfield Asset Management stock?

Of the 465 institutional investors that purchased Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($12.34M), FMR LLC ($8.21M), Principal Financial Group Inc. ($7.40M), Capital International Investors ($7.33M), Norges Bank ($5.96M), FIL Ltd ($4.96M), and Capital World Investors ($4.87M).

How much institutional buying is happening at Brookfield Asset Management?

Institutional investors have bought a total of 120,580,153 shares in the last 24 months. This purchase volume represents approximately $4.81B in transactions.

Which Brookfield Asset Management major shareholders have been selling company stock?

Of the 368 institutional investors that sold Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($52.32M), Principal Financial Group Inc. ($35.67M), Jarislowsky Fraser Ltd ($23.43M), TD Asset Management Inc ($22.70M), Bank of Nova Scotia ($16.86M), The Manufacturers Life Insurance Company ($16.09M), and CIBC Asset Management Inc ($15.91M).

How much institutional selling is happening at Brookfield Asset Management?

Institutional investors have sold a total of 372,346,622 shares in the last 24 months. This volume of shares sold represents approximately $11.77B in transactions.


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This page (NYSE:BAM) was last updated on 5/2/2024 by MarketBeat.com Staff

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