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Brookfield Asset Management (BAM) Institutional Ownership

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$58.40 +0.44 (+0.76%)
Closing price 03:59 PM Eastern
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$58.46 +0.07 (+0.11%)
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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)
357
Total
Institutional Inflows
(last 12 months)
$2.90B
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$1.78B
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BAM Institutional Buying and Selling by Quarter

Brookfield Asset Management Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Fiduciary Alliance LLC89,078$5.07M0.3%N/A0.005%
10/7/2025Assenagon Asset Management S.A.11,255$641K0.0%-3.1%0.001%
10/6/2025 Heartwood Wealth Advisors LLC974$55K0.0%N/A0.000%
10/2/2025 GAMMA Investing LLC831$47K0.0%+93.3%0.000%
9/26/2025Corient Private Wealth LLC1,088,531$60.17M0.1%-1.1%0.066%
9/19/2025Canal Capital Management LLC92,046$5.09M0.8%+5.5%0.006%
9/4/2025Osaic Holdings Inc.39,910$2.06M0.0%+149.6%0.002%
8/27/2025Squarepoint Ops LLC135,218$7.48M0.0%-39.1%0.008%
8/19/2025B. Riley Wealth Advisors Inc.3,836$212K0.0%N/A0.000%
8/19/2025Advisory Services Network LLC11,856$655K0.0%+13.6%0.001%
8/18/2025Hudson Bay Capital Management LP13,040$721K0.0%-66.0%0.001%
8/18/2025Geneos Wealth Management Inc.16,461$910K0.0%+352.6%0.001%
8/16/2025FORA Capital LLC5,180$286K0.0%-74.9%0.000%
8/16/2025Evergreen Capital Management LLC4,521$250K0.0%N/A0.000%
8/15/2025Tower Research Capital LLC TRC 764$42K0.0%-93.0%0.000%
8/15/2025CANADA LIFE ASSURANCE Co346,880$19.07M0.0%+16.6%0.021%
8/15/2025Corient Private Wealth LLC1,089,699$60.24M0.1%-1.0%0.067%
8/15/2025Captrust Financial Advisors9,502$525K0.0%+13.1%0.001%
8/15/2025Royal London Asset Management Ltd.162,016$8.96M0.0%-0.4%0.010%
8/15/2025Onex Canada Asset Management Inc.12,752$706K0.1%-56.7%0.001%
8/15/2025MML Investors Services LLC19,797$1.09M0.0%+8.4%0.001%
8/15/2025Hudson Bay Capital Management LP13,040$721K0.0%-66.0%0.001%
8/15/2025ICONIQ Capital LLC6,628$366K0.0%N/A0.000%
8/15/2025Engineers Gate Manager LP8,801$487K0.0%N/A0.001%
8/15/2025Curi Capital LLC7,252$401K0.0%N/A0.000%
8/15/2025Beck Mack & Oliver LLC97,102$5.37M0.1%-5.1%0.006%
8/15/2025BNP Paribas Financial Markets53,677$2.97M0.0%+368.6%0.003%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp2,406,520$133.28M0.8%+36.3%0.149%
8/15/2025Bamco Inc. NY1,061,765$58.69M0.2%-11.6%0.066%
8/15/2025Bank of America Corp DE2,968,656$164.11M0.0%+12.0%0.184%
8/15/2025Ameriprise Financial Inc.286,166$15.99M0.0%-30.9%0.018%
8/14/2025Lighthouse Investment Partners LLC59,509$3.29M0.1%N/A0.004%
8/14/2025California State Teachers Retirement System24,120$1.33M0.0%N/A0.001%
8/14/2025Raymond James Financial Inc.222,412$12.30M0.0%+8.0%0.014%
8/14/2025Canada Pension Plan Investment Board1,699,374$94.12M0.1%+55.0%0.105%
8/14/2025Quantinno Capital Management LP78,387$4.33M0.0%+15.2%0.005%
8/14/2025Diversify Wealth Management LLC22,314$1.23M0.1%+12.3%0.001%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main6,213$343K0.0%+222.6%0.000%
8/14/2025Diversify Advisory Services LLC3,304$183K0.0%N/A0.000%
8/14/2025Treasurer of the State of North Carolina178,620$9.87M0.0%N/A0.011%
8/14/2025Glenview Trust co11,352$628K0.0%N/A0.001%
8/14/2025The Manufacturers Life Insurance Company 4,218,119$232.40M0.2%+25.5%0.261%
8/14/2025CIBC Asset Management Inc2,393,790$133.51M0.4%+1.5%0.148%
8/14/2025Squarepoint Ops LLC135,218$7.48M0.0%-39.1%0.008%
8/14/2025Sei Investments Co.82,423$4.56M0.0%+30.1%0.005%
8/14/2025Stamos Capital Partners L.P.13,626$753K0.1%+68.5%0.001%
8/14/2025Qube Research & Technologies Ltd121,457$6.72M0.0%-87.4%0.008%
8/14/2025Intact Investment Management Inc.259,590$14.36M0.5%+95.3%0.016%
8/14/2025Investment Management Corp of Ontario22,871$1.26M0.0%-5.0%0.001%
8/14/2025AXA S.A.20,700$1.14M0.0%-1.7%0.001%
8/14/20252Xideas AG169,258$9.35M1.6%-9.4%0.010%
8/14/2025Hunting Hill Global Capital LLC25,800$1.43M0.4%N/A0.002%
8/14/2025Sagard Holdings Management Inc.710$39K0.1%N/A0.000%
8/14/2025State Street Corp3,524,700$194.85M0.0%+11,172.2%0.219%
8/14/2025Natixis42,684$2.36M0.0%+0.7%0.003%
8/14/2025Ossiam34,937$1.93M0.0%-49.7%0.002%
8/14/2025Bank of Nova Scotia2,402,604$132.92M0.3%+5.8%0.149%
8/14/2025Burgundy Asset Management Ltd.40,302$2.23M0.0%-15.1%0.002%
8/14/2025Cerity Partners LLC34,666$1.92M0.0%+17.6%0.002%
8/13/2025Capula Management Ltd159,608$8.82M0.1%+33.3%0.010%
8/13/2025SageView Advisory Group LLC3,904$216K0.0%N/A0.000%
8/13/2025Brown Advisory Inc.78,322$4.33M0.0%+3.3%0.005%
8/13/2025Amundi475,199$26.39M0.0%+57.6%0.029%
8/13/2025Marshall Wace LLP53,555$2.96M0.0%-95.5%0.003%
8/13/2025Mirabella Financial Services LLP12,767$708K0.1%-70.0%0.001%
8/13/2025Beutel Goodman & Co Ltd.2,278,022$125.83M0.7%-3.3%0.139%
8/13/2025First Trust Advisors LP9,378$518K0.0%-47.2%0.001%
8/13/2025Crescent Grove Advisors LLC3,957$219K0.0%N/A0.000%
8/13/2025EverSource Wealth Advisors LLC921$51K0.0%-44.4%0.000%
8/13/2025Invesco Ltd.1,867,350$103.23M0.0%+38.7%0.114%
8/13/20251832 Asset Management L.P.1,339,484$74.05M0.1%+36.4%0.082%
8/13/2025Westerkirk Capital Inc.24,000$1.33M0.2%N/A0.001%
8/13/2025Quantbot Technologies LP44,249$2.45M0.1%+1,660.1%0.003%
8/13/2025Fisher Asset Management LLC5,363$296K0.0%N/A0.000%
8/13/2025GoodHaven Capital Management LLC5,708$316K0.1%-61.7%0.000%
8/13/2025New York State Common Retirement Fund393,000$21.73M0.0%N/A0.024%
8/13/2025Schroder Investment Management Group310,712$17.18M0.0%+12.2%0.019%
8/13/2025Mackenzie Financial Corp11,400,930$631.41M0.8%+2.5%0.696%
8/13/2025Portland Investment Counsel Inc.414,100$22.91M6.7%+5.1%0.025%
8/13/2025Colonial Trust Advisors94,251$5.21M0.4%+2.9%0.006%
8/13/2025Norges Bank5,323,829$294.73M0.0%N/A0.325%
8/13/2025Scotia Capital Inc.1,164,066$63.97M0.3%+8.3%0.071%
8/13/2025Hsbc Holdings PLC140,394$7.78M0.0%-84.4%0.009%
8/13/2025Bank of Nova Scotia Trust Co.5,737$317K0.0%+6.1%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.2,512$139K0.0%+24.7%0.000%
8/13/2025State Board of Administration of Florida Retirement System68,820$3.80M0.0%N/A0.004%
8/13/2025Korea Investment CORP234,132$12.93M0.0%+2.1%0.014%
8/13/2025Quadrant Capital Group LLC17,991$995K0.0%-15.2%0.001%
8/13/2025Russell Investments Group Ltd.101,871$5.63M0.0%+4.1%0.006%
8/12/2025Manchester Capital Management LLC521$29K0.0%+559.5%0.000%
8/12/2025Advisors Asset Management Inc.13,438$743K0.0%+32.1%0.001%
8/12/2025Timber Creek Capital Management LLC26,664$1.47M0.4%-1.1%0.002%
8/12/2025Aviso Financial Inc.21,892$1.21M0.1%+3.4%0.001%
8/12/2025Steward Partners Investment Advisory LLC95,321$5.27M0.0%-9.2%0.006%
8/12/2025Adalta Capital Management LLC42,728$2.36M1.2%-1.4%0.003%
8/12/2025Horizon Kinetics Asset Management LLC213,573$11.81M0.1%-5.7%0.013%
8/12/2025Prudential Financial Inc.21,960$1.21M0.0%N/A0.001%
8/12/2025American Century Companies Inc.106,343$5.88M0.0%+29.9%0.006%
8/12/2025Segall Bryant & Hamill LLC360,221$19.91M0.3%-5.4%0.022%
8/12/2025Private Management Group Inc.65,624$3.63M0.1%-2.3%0.004%
(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, 553 institutional investors and hedge funds held shares of Brookfield Asset Management. The most heavily invested institutionals were Capital World Investors ($1.29B), Partners Value Investments L.P. ($1.24B), FMR LLC ($1.06B), TD Asset Management Inc. ($903.32M), Capital International Investors ($873.35M), TD Asset Management Inc ($861.10M), and FIL Ltd ($833.58M).Learn more on Brookfield Asset Management's institutional investors.

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

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

Which institutional investors have been buying Brookfield Asset Management's stock?

Of the 459 institutional investors that purchased Brookfield Asset Management's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($16.59M), TD Asset Management Inc ($5.38M), FIL Ltd ($5.08M), Mackenzie Financial Corp ($4.99M), The Manufacturers Life Insurance Company ($4.89M), William Blair Investment Management LLC ($3.77M), and Beutel Goodman & Co Ltd. ($3.70M).

How much institutional buying is happening at Brookfield Asset Management?

Institutional investors have bought a total of 54,678,682 shares in the last 24 months. This purchase volume represents approximately $2.90B in transactions.

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

Of the 241 institutional investors that sold Brookfield Asset Management's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: The Manufacturers Life Insurance Company ($4.74M), Mackenzie Financial Corp ($2.05M), Beutel Goodman & Co Ltd. ($1.85M), Connor Clark & Lunn Investment Management Ltd. ($1.81M), Cooke & Bieler LP ($1.75M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($1.53M), and FMR LLC ($1.50M).

How much institutional selling is happening at Brookfield Asset Management?

Institutional investors have sold a total of 34,654,177 shares in the last 24 months. This volume of shares sold represents approximately $1.78B in transactions.



This page (NYSE:BAM) was last updated on 10/8/2025 by MarketBeat.com Staff
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