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Brookfield Asset Management (BAM) Institutional Ownership

Brookfield Asset Management logo
$52.53 +0.22 (+0.43%)
Closing price 08/25/2026 03:59 PM Eastern
Extended Trading
$52.44 -0.09 (-0.17%)
As of 04:46 AM 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 Massive. 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)
321
Total
Institutional Inflows
(last 12 months)
$2.32B
Number of
Institutional Sellers
(last 12 months)
213
Total
Institutional Outflows
(last 12 months)
$1.95B
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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
8/24/2026 California State Teachers Retirement System239,903$10.76M0.0%+1,044.6%0.015%
8/23/2026 Kraematon Investment Advisors Inc.11,560$518K0.4%-3.8%0.001%
8/23/2026 HB Wealth Management LLC13,614$611K0.0%+12.5%0.001%
8/23/2026 Azimuth Capital Investment Management LLC91,948$4.12M0.1%-3.8%0.006%
8/22/2026 Compass Financial Management LLC600$27K0.0%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.5,003,128$227.42M0.6%+6.3%0.305%
8/21/2026 AXQ Capital LP23,949$1.07M0.1%-41.5%0.001%
8/21/2026 Nykredit A S76,963$3.45M0.0%N/A0.005%
8/21/2026 Thrive Wealth Management LLC6,000$269K0.0%N/A0.000%
8/21/2026 Live Oak Private Wealth LLC38,101$1.71M0.2%-11.7%0.002%
8/21/2026 Pacifica Partners Inc.11,731$534K0.2%-2.7%0.001%
8/20/2026 Proficio Capital Partners LLC7,148$321K0.0%+10.3%0.000%
8/20/2026 Mufg Securities Canada LTD.532,989$23.87M0.6%-4.6%0.033%
8/20/2026 Addenda Capital Inc.259,947$11.66M0.4%+3.5%0.016%
8/20/2026 BTG Pactual Asset Management US LLC11,373$510K0.0%N/A0.001%
8/20/2026 Ancora Advisors LLC22,184$995K0.0%-4.3%0.001%
8/19/2026 Wellington Management Group LLP233,092$10.45M0.0%-6.3%0.014%
8/18/2026 Public Employees Retirement System of Ohio183,593$8.24M0.0%N/A0.011%
8/14/2026 Ancora Advisors LLC22,184$995K0.0%N/A0.001%
8/11/2026 Madison Asset Management LLC1,570,419$70.43M0.8%N/A0.096%
8/7/2026 Trust Co. of Vermont562$25K0.0%N/A0.000%
7/10/2026 Cardinal Capital Management Inc.84,812$3.80M0.1%N/A0.005%
7/10/2026 Salvus Wealth Management LLC9,084$407K0.2%-8.3%0.001%
7/9/2026 Allied Private Wealth LLC883$40K0.0%N/A0.000%
7/9/2026 Chemistry Wealth Management LLC15,789$708K0.1%-2.9%0.001%
7/8/2026 Castle Rock Wealth Management LLC26,427$1.20M0.2%+5.3%0.002%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab48,110$2.16M0.0%+12.9%0.003%
7/8/2026 Thrive Wealth Management LLC6,000$269K0.0%N/A0.000%
7/8/2026 Lincoln Capital LLC19,801$888K0.2%-2.3%0.001%
7/7/2026 GAMMA Investing LLC3,000$135K0.0%+50.1%0.000%
7/7/2026 Avior Wealth Management LLC15,686$704K0.0%-6.5%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB1,674$75K0.0%+22.2%0.000%
6/18/2026 Western Wealth Management LLC6,309$280K0.0%N/A0.000%
6/16/2026 Empowered Funds LLC5,739$255K0.0%N/A0.000%
6/9/2026 Rathbones Group PLC70,118$3.11M0.0%+13.6%0.004%
6/3/2026 NewEdge Advisors LLC844$38K0.0%-55.4%0.000%
5/22/2026 Summitry LLC167,381$7.44M0.3%+3.3%0.010%
5/22/2026 Segall Bryant & Hamill LLC81,933$3.64M0.0%-76.3%0.005%
5/21/2026 Essential Partners LLC2,307$103K0.0%+3,621.0%0.000%
5/20/2026 Liontrust Investment Partners LLP251,090$11.16M0.2%N/A0.015%
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5/19/2026 Western Wealth Management LLC6,309$280K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE3,448,351$153.28M0.0%+11.0%0.210%
5/19/2026Janus Henderson Group PLC69,793$3.10M0.0%-4.6%0.004%
5/18/2026 Guardian Partners Inc.341,610$15.19M1.3%+0.4%0.021%
5/18/2026 Amundi704,295$31.31M0.0%+48.9%0.043%
5/18/2026 Adalta Capital Management LLC31,471$1.40M0.7%-25.4%0.002%
5/18/2026 EverSource Wealth Advisors LLC1,709$76K0.0%+86.6%0.000%
5/18/2026 California State Teachers Retirement System20,959$932K0.0%-11.9%0.001%
5/18/2026 Royal Bank of Canada19,709,657$876.09M0.2%-2.3%1.203%
5/18/2026 Empowered Funds LLC5,739$255K0.0%N/A0.000%
5/16/2026 The Manufacturers Life Insurance Company5,319,506$236.31M0.2%+15.6%0.325%
5/16/2026 Quantinno Capital Management LP281,533$12.51M0.0%+105.5%0.017%
5/16/2026 SummitTX Capital L.P.9,546$424K0.0%-19.4%0.001%
5/16/2026 Partners Value Investments L.P.29,588,407$1.32B14.1%-3.9%1.806%
5/15/2026 Weiss Asset Management LP16,320$725K0.0%N/A0.001%
5/15/2026 Waverly Advisors LLC13,656$607K0.0%+20.8%0.001%
5/15/2026 Van Den Berg Management I Inc.42,080$1.87M0.4%+49.6%0.003%
5/15/2026 Cumberland Partners Ltd27,310$1.21M0.1%-72.3%0.002%
5/15/2026 Entropy Technologies LP80,257$3.57M0.2%+31.3%0.005%
5/15/2026 Cannell & Spears LLC26,396$1.17M0.0%-25.8%0.002%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund942,000$41.87M0.1%+17.8%0.058%
5/14/2026 Renaissance Technologies LLC1,103,325$49.04M0.1%+283.7%0.067%
5/14/2026 Public Employees Retirement System of Ohio211,501$9.40M0.0%-0.5%0.013%
5/14/2026 Compound Planning Inc.8,328$370K0.0%-45.6%0.001%
5/14/2026 Capula Management Ltd37,800$1.68M0.0%-58.4%0.002%
5/14/2026 Bank of Nova Scotia3,001,762$133.43M0.2%-0.8%0.183%
5/14/2026 Sei Investments Co.195,489$8.69M0.0%+63.3%0.012%
5/13/2026 Cetera Investment Advisers64,834$2.88M0.0%+26.5%0.004%
5/13/2026 NewEdge Wealth LLC5,739$255K0.0%+6.4%0.000%
5/13/2026 CI Investments Inc.410,270$18.24M0.1%-0.8%0.025%
5/13/2026 First Trust Advisors LP6,507$289K0.0%-94.7%0.000%
5/8/2026 PNC Financial Services Group Inc.54,570$2.43M0.0%+3.3%0.003%
5/8/2026 NewGen Asset Management Ltd54,000$2.40M0.9%-46.0%0.003%
5/8/2026 Madison Asset Management LLC1,675,100$74.46M0.9%-7.0%0.102%
5/8/2026 Cassaday & Co Wealth Management LLC1,579$70K0.0%N/A0.000%
5/7/2026 Carson Advisory Inc.8,754$389K0.2%+8.7%0.001%
5/7/2026 Dimensional Fund Advisors LP7,135$317K0.0%-22.2%0.000%
5/7/2026 Parallel Advisors LLC3,650$162K0.0%+56.7%0.000%
5/7/2026 AIA Group Ltd40,263$1.79M0.0%-34.7%0.002%
5/7/2026 Crescent Grove Advisors LLC5,100$227K0.0%+6.3%0.000%
5/6/2026 Copeland Capital Management LLC17,004$756K0.0%-3.4%0.001%
5/6/2026 Bessemer Group Inc.11,945$531K0.0%-18.6%0.001%
5/5/2026 Marks Group Wealth Management Inc83,825$3.73M0.4%-29.7%0.005%
5/5/2026 Bank of New York Mellon Corp1,007,645$44.79M0.0%-3.4%0.062%
5/5/2026 Sanctuary Advisors LLC5,389$239K0.0%+21.3%0.000%
5/5/2026 Hillsdale Investment Management Inc.75,870$3.37M0.1%-70.4%0.005%
5/4/2026 Mcdonald Capital Investors Inc. CA339,035$15.07M1.0%-1.1%0.021%
5/4/2026 Principal Financial Group Inc.12,735,547$566.09M0.3%+62.0%0.777%
5/4/2026 Schwartz Investment Counsel Inc.81,177$3.61M0.1%+1.3%0.005%
5/4/2026 Chicago Partners Investment Group LLC57,572$2.79M0.1%+1.1%0.004%
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5/2/2026 Diversify Wealth Management LLC23,910$1.10M0.0%+31.2%0.001%
5/1/2026 Lincoln Capital LLC20,260$900K0.2%-11.2%0.001%
5/1/2026 Citizens Financial Group Inc. RI7,907$351K0.0%-20.0%0.000%
5/1/2026 Fifth Third Bancorp1,599$71K0.0%+49.6%0.000%
5/1/2026 Sequoia Financial Advisors LLC291,685$12.97M0.1%+0.8%0.018%
4/30/2026 Griffin Asset Management Inc.9,260$412K0.0%-36.3%0.001%
4/30/2026 Kestra Advisory Services LLC5,895$262K0.0%-6.4%0.000%
4/30/2026 Demars Financial Group LLC17,740$789K0.3%N/A0.001%
4/30/2026 Frank Rimerman Advisors LLC9,098$404K0.0%N/A0.001%
4/29/2026 Sather Financial Group Inc571,709$25.41M1.6%+18.4%0.035%


BAM Institutional Ownership - Frequently Asked Questions

During the previous two years, 612 institutional investors and hedge funds held shares of Brookfield Asset Management. The most heavily invested institutionals were Partners Value Investments L.P. ($1.32B), FMR LLC ($1.06B), Vanguard Group Inc. ($928.41M), TD Asset Management Inc. ($903.32M), Royal Bank of Canada ($876.09M), TD Asset Management Inc ($827.14M), and Capital International Investors ($697.41M).Learn more on Brookfield Asset Management's institutional investors.

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

Of the 514 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 ($15.66M), Principal Financial Group Inc. ($5.49M), Northwestern Mutual Wealth Management Co. ($4.74M), Connor Clark & Lunn Investment Management Ltd. ($4.53M), GFI Investment Counsel Ltd. ($4.06M), William Blair Investment Management LLC ($3.77M), and State Street Corp ($3.55M).

Institutional investors have bought a total of 45,306,798 shares in the last 24 months. This purchase volume represents approximately $2.32B in transactions.

Of the 213 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: Capital World Investors ($11.30M), Royal Bank of Canada ($5.15M), FIL Ltd ($3.01M), Capital International Investors ($2.96M), Cibc World Market Inc. ($1.60M), Mackenzie Financial Corp ($1.54M), and William Blair Investment Management LLC ($1.51M).

Institutional investors have sold a total of 36,946,953 shares in the last 24 months. This volume of shares sold represents approximately $1.95B in transactions.


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Institutional ownership data for NYSE:BAM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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