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Brookfield Asset Management (BAM) Institutional Ownership

Brookfield Asset Management logo
$53.27 -0.06 (-0.11%)
Closing price 03:59 PM Eastern
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$51.96 -1.31 (-2.46%)
As of 06:58 PM Eastern
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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)
279
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
218
Total
Institutional Outflows
(last 12 months)
$1.56B
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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
5/1/2025Cortland Associates Inc. MO313,637$15.20M1.8%-44.5%0.019%
5/1/2025Diversify Wealth Management LLC19,862$1.07M0.1%+15.5%0.001%
4/30/2025Cerity Partners LLC29,482$1.43M0.0%+36.6%0.002%
4/30/2025Mcdonald Capital Investors Inc. CA378,798$18.35M1.2%-2.2%0.023%
4/30/2025Bridges Investment Management Inc.13,057$633K0.0%+5.0%0.001%
4/30/2025DekaBank Deutsche Girozentrale66,665$3.19M0.0%-15.9%0.004%
4/30/2025M&T Bank Corp37,473$1.82M0.0%+53.1%0.002%
4/30/2025Crossmark Global Holdings Inc.15,270$740K0.0%-8.4%0.001%
4/29/2025 Envestnet Asset Management Inc.423,353$20.51M0.0%-1.9%0.026%
4/29/2025 Lee Danner & Bass Inc.68,383$3.31M0.3%-6.8%0.004%
4/29/2025 Bank of New York Mellon Corp654,715$31.72M0.0%-1.3%0.040%
4/28/2025 Principal Financial Group Inc.7,824,393$379.07M0.2%-12.4%0.478%
4/28/2025 Mutual Advisors LLC9,350$495K0.0%+11.3%0.001%
4/28/2025 Teacher Retirement System of Texas68,700$3.33M0.0%+9.9%0.004%
4/28/2025 Baskin Financial Services Inc.281,046$13.60M1.1%-2.3%0.017%
4/28/2025 Cannon Global Investment Management LLC26,000$1.26M2.2%N/A0.002%
4/28/2025 New South Capital Management Inc.81,684$3.96M0.2%-5.7%0.005%
4/28/2025 Lawson Kroeker Investment Management Inc. NE64,595$3.13M0.6%-3.7%0.004%
4/28/2025 Rossby Financial LCC523$28K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC3,170,875$153.57M0.9%-2.5%0.194%
4/25/2025 Smith Salley Wealth Management112,292$5.44M0.4%+0.5%0.007%
4/25/2025 WASHINGTON TRUST Co640$31K0.0%-39.8%0.000%
4/25/2025 Waterfront Wealth Inc.18,659$904K0.2%-1.3%0.001%
4/24/2025 Marathon Asset Management Ltd397,477$19.24M0.6%-2.4%0.024%
4/24/2025 Copeland Capital Management LLC23,508$1.14M0.0%-4.6%0.001%
4/24/2025 Gold Investment Management Ltd.45,979$2.23M0.9%+9.8%0.003%
4/24/2025 Mirae Asset Global Investments Co. Ltd.6,700$325K0.0%-28.6%0.000%
4/23/2025 Sequoia Financial Advisors LLC289,382$14.02M0.1%-14.9%0.018%
4/23/2025 SOL Capital Management CO51,372$2.49M0.3%+62.5%0.003%
4/23/2025 JCIC Asset Management Inc.82,921$4.02M1.7%-1.5%0.005%
4/23/2025 Kirr Marbach & Co. LLC IN35,400$1.72M0.4%+0.6%0.002%
4/23/2025 Davidson Kahn Capital Management LLC52,486$2.54M2.0%+10.5%0.003%
4/22/2025 Intact Investment Management Inc.132,900$6.43M0.2%N/A0.008%
4/22/2025 Woodmont Investment Counsel LLC119,337$5.78M0.4%N/A0.007%
4/17/2025 Louisbourg Investments Inc.50,152$2.43M0.6%+1.2%0.003%
4/17/2025 Janney Montgomery Scott LLC221,222$10.72M0.0%+4.0%0.014%
4/17/2025 Mn Services Vermogensbeheer B.V.62,000$3.00M0.0%-56.0%0.004%
4/16/2025 Wealth Enhancement Advisory Services LLC43,002$2.08M0.0%+2.0%0.003%
4/16/2025 Tritonpoint Wealth LLC75,688$3.67M0.3%-0.9%0.005%
4/15/2025 Focus Financial Network Inc.4,442$215K0.0%+5.2%0.000%
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4/15/2025 Assenagon Asset Management S.A.10,183$493K0.0%+157.3%0.001%
4/15/2025 Sanibel Captiva Trust Company Inc.95,598$4.63M0.2%-2.1%0.006%
4/15/2025 SG Americas Securities LLC96,865$4.77M0.0%N/A0.006%
4/15/2025 Avanza Fonder AB25,249$1.22M0.0%+37.2%0.002%
4/14/2025 Fenimore Asset Management Inc914,247$44.30M0.9%-2.3%0.056%
4/14/2025 GoodHaven Capital Management LLC14,909$722K0.2%-5.2%0.001%
4/11/2025 Gateway Investment Advisers LLC6,004$291K0.0%-30.6%0.000%
4/11/2025 Blue Zone Wealth Advisors LLC171,939$8.33M2.3%+13.0%0.011%
4/11/2025 Chemistry Wealth Management LLC17,630$854K0.2%-5.1%0.001%
4/11/2025 Procyon Advisors LLC9,889$479K0.0%+6.2%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,947$94K0.0%+58.7%0.000%
4/10/2025 Financial Management Professionals Inc.2,136$103K0.0%+55.6%0.000%
4/9/2025 ST Germain D J Co. Inc.536$26K0.0%N/A0.000%
4/9/2025 QV Investors Inc.407,616$19.73M2.0%-1.7%0.025%
4/9/2025 NBC Securities Inc.6,258$303K0.0%+104,200.0%0.000%
4/9/2025 Addenda Capital Inc.292,162$14.16M0.7%-7.2%0.018%
4/9/2025 Castle Rock Wealth Management LLC23,020$1.13M0.3%-27.6%0.001%
4/8/2025 Rhumbline Advisers997$48K0.0%-48.5%0.000%
4/8/2025 Parallel Advisors LLC1,558$75K0.0%+85.7%0.000%
4/7/2025 GAMMA Investing LLC18,750$908K0.0%+4,745.0%0.001%
4/3/2025 Versant Capital Management Inc2,714$131K0.0%+231.4%0.000%
3/24/2025Wellington Management Group LLP331,317$17.96M0.0%-5.4%0.075%
3/17/2025 Wealth Enhancement Advisory Services LLC42,148$2.28M0.0%+7.4%0.010%
3/5/2025 Castle Rock Wealth Management LLC31,786$1.90M0.5%+5.7%0.007%
2/26/2025Capital A Wealth Management LLC7,599$412K0.7%N/A0.002%
2/25/2025B. Riley Wealth Advisors Inc.4,851$263K0.0%-7.5%0.001%
2/21/2025Ascent Group LLC10,818$586K0.0%+6.5%0.002%
2/20/2025Mackenzie Financial Corp11,832,181$641.03M0.8%-10.1%2.670%
2/19/2025Blue Sky Capital Consultants Group Inc.43,600$2.36M1.4%N/A0.010%
2/19/2025Public Employees Retirement System of Ohio43,634$2.37M0.0%+26.4%0.010%
2/18/2025Burgundy Asset Management Ltd.32,536$1.76M0.0%-97.9%0.007%
2/18/2025Blue Fin Capital Inc.23,421$1.27M0.2%-1.6%0.005%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC237,037$12.85M0.0%-21.8%0.053%
2/17/2025USS Investment Management Ltd61,561$3.34M0.0%+60.3%0.014%
2/17/2025Squarepoint Ops LLC10,874$589K0.0%N/A0.002%
2/17/2025State of Wyoming6,536$354K0.0%+77.9%0.001%
2/17/2025Toronto Dominion Bank865,955$46.91M0.1%-18.1%0.195%
2/17/2025Quantinno Capital Management LP62,450$3.39M0.0%+6.1%0.014%
2/17/2025Man Group plc33,199$1.80M0.0%+15.4%0.007%
2/17/2025Nomura Holdings Inc.25,881$1.40M0.0%N/A0.006%
2/17/2025Meketa Capital LLC43,751$2.37M5.3%N/A0.010%
2/17/2025Laird Norton Wetherby Wealth Management LLC3,902$211K0.0%N/A0.001%
2/17/2025Janus Henderson Group PLC87,033$4.72M0.0%-2.9%0.020%
2/17/2025JARISLOWSKY FRASER Ltd3,879$210K0.0%N/A0.001%
2/17/2025Focus Partners Wealth70,892$3.86M0.0%+1.1%0.016%
2/17/2025First Manhattan CO. LLC.1,238,866$67.60M0.2%-4.0%0.280%
2/17/2025Deutsche Bank AG515,607$27.94M0.0%+23.3%0.116%
2/17/2025Colonial Trust Co SC31,764$1.72M0.3%+2.0%0.007%
2/17/2025Cresset Asset Management LLC9,948$539K0.0%-35.3%0.002%
2/17/2025Cetera Investment Advisers29,034$1.57M0.0%+2.7%0.007%
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2/17/2025Captrust Financial Advisors8,061$437K0.0%-5.1%0.002%
2/17/2025Baird Financial Group Inc.31,419$1.70M0.0%-9.5%0.007%
2/17/2025Bamco Inc. NY1,348,906$73.10M0.2%+22.6%0.304%
2/17/2025Bayesian Capital Management LP7,511$407K0.0%-78.7%0.002%
2/17/2025Bank of America Corp DE1,939,109$105.08M0.0%+12.5%0.438%
2/17/2025Benjamin Edwards Inc.15,540$842K0.0%+22.2%0.004%
2/17/2025BNP Paribas48,660$2.65M0.1%-2.8%0.011%
2/17/2025BNP Paribas Financial Markets3,371$183K0.0%N/A0.001%
2/17/2025Ameriprise Financial Inc.406,376$22.24M0.0%+139.2%0.092%
2/17/2025AXA S.A.21,149$1.15M0.0%-42.8%0.005%
(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, 517 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), Brookfield Corp ON ($998.88M), Vanguard Group Inc. ($916.68M), TD Asset Management Inc. ($903.32M), and Capital International Investors ($873.35M).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 413 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 ($12.60M), Norges Bank ($11.27M), Capital International Investors ($7.45M), FIL Ltd ($5.53M), TD Asset Management Inc ($5.20M), Capital World Investors ($4.87M), and Mackenzie Financial Corp ($4.71M).

How much institutional buying is happening at Brookfield Asset Management?

Institutional investors have bought a total of 110,776,905 shares in the last 24 months. This purchase volume represents approximately $4.42B in transactions.

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

Of the 288 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: Capital International Investors ($9.28M), The Manufacturers Life Insurance Company ($9.10M), JARISLOWSKY FRASER Ltd ($4.87M), Principal Financial Group Inc. ($4.72M), Akre Capital Management LLC ($3.40M), Mackenzie Financial Corp ($2.48M), and CIBC Asset Management Inc ($2.20M).

How much institutional selling is happening at Brookfield Asset Management?

Institutional investors have sold a total of 73,898,853 shares in the last 24 months. This volume of shares sold represents approximately $3.04B in transactions.


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This page (NYSE:BAM) was last updated on 5/1/2025 by MarketBeat.com Staff
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