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Brookfield Asset Management (BAM) Institutional Ownership

Brookfield Asset Management logo
$59.81 -1.86 (-3.02%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$61.15 +1.34 (+2.24%)
As of 08/1/2025 07:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
320
Total
Institutional Inflows
(last 12 months)
$2.25B
Number of
Institutional Sellers
(last 12 months)
228
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
8/1/2025Motley Fool Wealth Management LLC209,780$11.60M0.7%-19.8%0.013%
8/1/2025Motley Fool Asset Management LLC199,712$11.04M0.5%-1.8%0.012%
8/1/2025Lipe & Dalton48,015$2.65M1.4%-1.0%0.003%
8/1/2025Teacher Retirement System of Texas235,000$12.99M0.1%+242.1%0.014%
8/1/2025Bessemer Group Inc.25,562$1.41M0.0%-0.9%0.002%
8/1/2025GoalVest Advisory LLC2,180$121K0.0%+9.5%0.000%
8/1/2025Envestnet Asset Management Inc.430,081$23.77M0.0%+1.6%0.026%
7/31/2025 Oppenheimer Asset Management Inc.3,753$207K0.0%N/A0.000%
7/31/2025 QV Investors Inc.342,681$18.93M1.9%-15.9%0.021%
7/31/2025 Mcdonald Capital Investors Inc. CA366,595$20.27M1.3%-3.2%0.022%
7/31/2025 Blue Sky Capital Consultants Group Inc.48,883$2.70M1.4%+7.4%0.003%
7/31/2025 Jackson Hole Capital Partners LLC10,310$570K0.1%+5.2%0.001%
7/31/2025 Caitong International Asset Management Co. Ltd466$26K0.0%+1,270.6%0.000%
7/31/2025 Cardinal Point Capital Management ULC8,702$481K0.0%N/A0.001%
7/30/2025 Denali Advisors LLC6,134$339K0.0%N/A0.000%
7/30/2025 Schwartz Investment Counsel Inc.7,275$402K0.0%-96.9%0.000%
7/30/2025 Whittier Trust Co. of Nevada Inc.17,114$946K0.0%+81.6%0.001%
7/30/2025 Whittier Trust Co.45,508$2.52M0.0%+20.4%0.003%
7/30/2025 DekaBank Deutsche Girozentrale79,236$4.38M0.0%+18.9%0.005%
7/30/2025 Princeton Global Asset Management LLC1,000$55K0.0%-83.8%0.000%
7/29/2025 Chicago Partners Investment Group LLC61,017$3.37M0.1%-1.0%0.004%
7/29/2025 William Blair Investment Management LLC3,345,539$184.94M0.5%-10.9%0.204%
7/29/2025 Carmel Capital Partners LLC8,546$472K0.2%-12.2%0.001%
7/29/2025 Private Trust Co. NA1,532$85K0.0%+22.5%0.000%
7/28/2025 Allianz Asset Management GmbH6,470$357K0.0%-36.7%0.000%
7/28/2025 Bridges Investment Management Inc.9,898$547K0.0%-24.2%0.001%
7/28/2025 Mutual Advisors LLC8,438$466K0.0%-9.8%0.001%
7/28/2025 Ritholtz Wealth Management5,241$290K0.0%-59.7%0.000%
7/28/2025 TD Asset Management Inc15,589,384$861.10M0.7%+1.6%0.952%
7/25/2025 Verdence Capital Advisors LLC3,777$209K0.0%N/A0.000%
7/25/2025 Sequoia Financial Advisors LLC290,496$16.06M0.1%+0.4%0.018%
7/25/2025 Yousif Capital Management LLC10,784$596K0.0%+72.5%0.001%
7/25/2025 Montrusco Bolton Investments Inc.313,417$17.31M0.2%-25.8%0.019%
7/25/2025 MGO One Seven LLC5,505$304K0.0%N/A0.000%
7/25/2025 Lawson Kroeker Investment Management Inc. NE63,849$3.53M0.7%-1.2%0.004%
7/25/2025 Vanguard Personalized Indexing Management LLC33,362$1.85M0.0%+22.9%0.002%
7/25/2025 Sather Financial Group Inc483,377$26.72M1.6%-0.9%0.030%
7/25/2025 Apollon Wealth Management LLC18,704$1.03M0.0%+2.6%0.001%
7/24/2025 Louisbourg Investments Inc.1,402$77K0.0%-97.2%0.000%
7/24/2025 Inspire Investing LLC46,863$2.59M0.3%N/A0.003%
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7/24/2025 Blue Zone Wealth Advisors LLC174,916$9.67M2.4%+1.7%0.011%
7/24/2025 PDS Planning Inc3,870$214K0.0%N/A0.000%
7/24/2025 Baskin Financial Services Inc.277,686$15.37M1.2%-1.2%0.017%
7/24/2025 Blair William & Co. IL29,095$1.61M0.0%+26.7%0.002%
7/24/2025 US Bancorp DE18,493$1.02M0.0%+6.3%0.001%
7/23/2025 Maryland State Retirement & Pension System18,585$1.03M0.0%N/A0.001%
7/23/2025 Castle Rock Wealth Management LLC21,228$1.29M0.3%-7.8%0.001%
7/23/2025 NBT Bank N A NY26,102$1.44M0.1%-2.2%0.002%
7/23/2025 Triasima Portfolio Management inc.4,917$272K0.0%-49.5%0.000%
7/23/2025 Venturi Wealth Management LLC5,347$296K0.0%-8.9%0.000%
7/22/2025 Fenimore Asset Management Inc930,467$51.44M1.0%+1.8%0.057%
7/22/2025 DAVENPORT & Co LLC3,556,812$196.35M1.1%+12.2%0.217%
7/22/2025 Marks Group Wealth Management Inc161,906$8.95M0.8%-1.0%0.010%
7/22/2025 Woodmont Investment Counsel LLC129,533$7.16M0.5%+8.5%0.008%
7/21/2025 111 Capital32,022$1.77M0.3%+387.8%0.002%
7/21/2025 DHJJ Financial Advisors Ltd.1,001$55K0.0%+100,000.0%0.000%
7/21/2025 Copeland Capital Management LLC22,634$1.25M0.0%-3.7%0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.8,000$442K0.0%+19.4%0.000%
7/21/2025 ASR Vermogensbeheer N.V.7,095$392K0.0%+7.6%0.000%
7/18/2025 Gold Investment Management Ltd.47,138$2.58M1.0%+2.5%0.003%
7/18/2025 Trust Co. of Vermont1,070$59K0.0%+90.4%0.000%
7/18/2025 Truist Financial Corp13,053$722K0.0%+14.4%0.001%
7/17/2025 Trivium Point Advisory LLC3,627$200K0.0%N/A0.000%
7/17/2025 HB Wealth Management LLC6,931$383K0.0%-13.4%0.000%
7/17/2025 Janney Montgomery Scott LLC225,860$12.49M0.0%+2.1%0.014%
7/17/2025 Smith Salley Wealth Management116,233$6.43M0.4%+3.5%0.007%
7/17/2025 Addenda Capital Inc.285,133$15.76M0.7%-2.4%0.017%
7/17/2025 Tritonpoint Wealth LLC73,728$4.08M0.4%-2.6%0.005%
7/17/2025 Avior Wealth Management LLC7,724$427K0.0%+2,106.9%0.000%
7/16/2025 Signaturefd LLC6,647$367K0.0%+57.9%0.000%
7/16/2025 Rezny Wealth Management Inc.38,381$2.12M0.5%N/A0.002%
7/16/2025 Kirr Marbach & Co. LLC IN35,649$1.97M0.4%+0.7%0.002%
7/15/2025 Public Employees Retirement System of Ohio199,036$11.00M0.0%+373.3%0.012%
7/15/2025 Cigna Investments Inc. New7,488$413K0.1%+15.8%0.000%
7/15/2025 Compagnie Lombard Odier SCmA484,090$26.76M0.4%+0.9%0.030%
7/14/2025 AdvisorNet Financial Inc2,325$129K0.0%N/A0.000%
7/14/2025 Salvus Wealth Management LLC10,374$573K0.3%-1.8%0.001%
7/14/2025 Park Avenue Securities LLC20,287$1.12M0.0%N/A0.001%
7/11/2025 UMB Bank n.a.11,671$645K0.0%+62.8%0.001%
7/11/2025 Assenagon Asset Management S.A.11,619$642K0.0%+14.1%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC41,788$2.37M0.0%-2.8%0.003%
7/10/2025 Mn Services Vermogensbeheer B.V.74,500$4.12M0.0%+20.2%0.005%
7/10/2025 Focus Financial Network Inc.4,242$234K0.0%-4.5%0.000%
7/10/2025 Jackson Square Capital LLC16,028$885K0.2%N/A0.001%
7/9/2025 Lineweaver Wealth Advisors LLC3,622$200K0.0%N/A0.000%
7/9/2025 Radnor Capital Management LLC8,421$466K0.1%-3.9%0.001%
7/8/2025 Parallel Advisors LLC2,407$133K0.0%+54.5%0.000%
6/6/2025Nicola Wealth Management LTD.134,558$6.52M0.6%-38.5%0.008%
6/6/2025eCIO Inc.1,329$64K0.0%N/A0.000%
5/29/2025Rhumbline Advisers997$48K0.0%-48.5%0.000%
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5/20/2025Focus Partners Wealth68,946$3.34M0.0%-2.7%0.004%
5/20/2025Integrity Alliance LLC.5,797$281K0.0%N/A0.000%
5/20/2025Plato Investment Management Ltd1,075$53K0.0%-89.6%0.000%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC261,050$12.65M0.0%+10.1%0.016%
5/16/2025 Ascent Group LLC14,220$689K0.0%+31.4%0.001%
5/16/2025United Services Automobile Association12,824$623K0.0%+3.6%0.001%
5/16/2025CTC Alternative Strategies Ltd.6,800$329K0.4%N/A0.000%
5/16/2025Guardian Partners Inc.317,177$15.48M1.6%-1.6%0.019%
5/16/2025Goldman Sachs Group Inc.2,363,192$114.50M0.0%+107.4%0.144%
5/16/2025Jones Financial Companies Lllp1,989$96K0.0%-19.7%0.000%
(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, 529 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 432 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: Bank of Montreal Can ($12.60M), Norges Bank ($11.27M), Capital International Investors ($7.45M), TD Asset Management Inc ($5.45M), FIL Ltd ($5.08M), 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 45,546,547 shares in the last 24 months. This purchase volume represents approximately $2.25B in transactions.

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

Of the 228 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), Connor Clark & Lunn Investment Management Ltd. ($1.81M), Beutel Goodman & Co Ltd. ($1.77M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($1.70M), Burgundy Asset Management Ltd. ($1.53M), and FMR LLC ($1.50M).

How much institutional selling is happening at Brookfield Asset Management?

Institutional investors have sold a total of 31,239,180 shares in the last 24 months. This volume of shares sold represents approximately $1.56B in transactions.


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This page (NYSE:BAM) was last updated on 8/2/2025 by MarketBeat.com Staff
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