Free Trial
→ Musk about to 'upend another industry' (From Brownstone Research) (Ad)tc pixel Free BAM Stock Alerts

Brookfield Asset Management (BAM) Institutional Ownership

Brookfield Asset Management logo
$46.21 -0.50 (-1.07%)
Closing price 06/5/2026 03:59 PM Eastern
Extended Trading
$46.18 -0.03 (-0.07%)
As of 06/5/2026 08:00 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 Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
68.41%
Number of
Institutional Buyers
(last 12 months)
376
Total
Institutional Inflows
(last 12 months)
$3.25B
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$2.30B
Get BAM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Brookfield Asset Management stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BAM Institutional Buying and Selling by Quarter

Brookfield Asset Management Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
5/19/2026 Janus 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 Company 5,319,506$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%
Trump’s New Dollar revealed (Ad)

The last time something like this happened was 1974 - a secret deal that quietly determined the financial fate of an entire generation. According to Porter Stansberry, founder of one of the largest independent financial research firms in the world, it is happening again. Fortune calls it 'the biggest change to the world's relationship with the dollar' in a generation. Stansberry says Trump's money reset - enacted through executive orders and a treaty signed by 13 nations in December 2025 called Pax Silica - could determine whether you are enriched or quietly impoverished by the shift already underway.tc pixel

Read Porter Stansberry's full briefing and find out which moves to make now
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%
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%
4/28/2026 NBT Bank N A NY23,838$1.06M0.1%-5.3%0.001%
4/28/2026 Montrusco Bolton Investments Inc.345,381$15.31M0.2%+7.3%0.021%
4/27/2026 HB Wealth Management LLC12,097$538K0.0%+31.4%0.001%
4/27/2026 PFG Investments LLC6,895$307K0.0%N/A0.000%
4/27/2026 Canal Capital Management LLC19,957$887K0.1%-2.5%0.001%
4/27/2026 Leonteq Securities AG11,309$503K0.0%+83.7%0.001%
4/25/2026 Strs Ohio157,526$6.99M0.0%-46.9%0.010%
4/25/2026 Keybank National Association OH8,156$363K0.0%+56.4%0.000%
4/25/2026 Northwest Financial Advisors5,657$251K0.5%-4.0%0.000%
4/24/2026 Root Financial Partners LLC1,283$57K0.0%+184.5%0.000%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 97,691$4.33M0.0%+1.7%0.006%
4/23/2026 Apollon Wealth Management LLC19,898$884K0.0%+4.0%0.001%
4/23/2026 Canoe Financial LP162,000$7.20M0.1%N/A0.010%
4/22/2026 Janney Montgomery Scott LLC240,459$10.69M0.0%-0.9%0.015%
4/22/2026 Pictet Asset Management Holding SA156,969$6.96M0.0%-3.0%0.010%
4/22/2026 Summerhill Capital Management lnc.6,652$295K0.3%N/A0.000%
4/22/2026 Union Bancaire Privee UBP SA776$34K0.0%-92.7%0.000%
4/22/2026 Sterling Capital Management LLC6,594$293K0.0%-25.3%0.000%
4/22/2026 Venturi Wealth Management LLC5,024$223K0.0%+17.8%0.000%
4/21/2026 Maridea Wealth Management LLC24,351$1.08M0.2%+30.4%0.001%
4/20/2026 Ritholtz Wealth Management13,680$608K0.0%+160.7%0.001%
4/20/2026 Live Oak Private Wealth LLC43,133$1.92M0.3%-0.6%0.003%
4/20/2026 Assenagon Asset Management S.A.81,075$3.59M0.0%+689.0%0.005%
4/17/2026 Kirr Marbach & Co. LLC IN58,858$2.62M0.5%+14.3%0.004%
4/17/2026 Athena Wealth Management LLC5,251$233K0.2%+17.3%0.000%
I was right about SpaceX (Ad)

Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.tc pixel

See how to claim your stake in SpaceX before the public can
4/17/2026 Clear Trail Advisors LLC14,208$632K0.1%+6.6%0.001%
4/17/2026 Hanson & Doremus Investment Management1,548$69K0.0%+19.3%0.000%
4/16/2026 SG Americas Securities LLC329,364$14.64M0.0%+175.6%0.020%
4/16/2026 Smith Salley Wealth Management113,111$5.03M0.3%+0.4%0.007%
3/20/2026 Purpose Unlimited Inc.4,393$230K0.0%N/A0.000%
3/17/2026 Rockefeller Capital Management L.P.33,658$1.76M0.0%+10.0%0.002%
3/9/2026 Corient Private Wealth LLC1,387,375$72.30M0.1%+1.5%0.085%
3/3/2026 Midway Capital Research & Management15,820$829K0.8%N/A0.001%
2/25/2026 GFI Investment Counsel Ltd.588,390$30.84M3.3%N/A0.036%
2/19/2026 Compound Planning Inc.15,316$802K0.0%-5.9%0.001%


BAM Institutional Ownership - Frequently Asked Questions

During the previous two years, 625 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 529 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), The Manufacturers Life Insurance Company ($5.61M), 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), and William Blair Investment Management LLC ($3.77M).

Institutional investors have bought a total of 61,478,494 shares in the last 24 months. This purchase volume represents approximately $3.25B in transactions.

Of the 244 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), William Blair Investment Management LLC ($1.92M), Cibc World Market Inc. ($1.60M), and Mackenzie Financial Corp ($1.54M).

Institutional investors have sold a total of 43,258,381 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.


Related Companies

This page (NYSE:BAM) was last updated on 6/6/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
BUY THIS: Claim a backdoor stake in SpaceX before June 12
Marc Chaikin, the Wall Street veteran who spotted Nvidia before a 45,000% run, says there's a simple trade ava...
Chaikin Analytics | Sponsoredtc pixel
How to get into the SpaceX IPO before June 12
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel
One page of the SpaceX S-1 will move this stock overnight
When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including powe...
Behind the Markets | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel