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Brookfield Asset Management (BAM) Institutional Ownership

Brookfield Asset Management logo
$47.96 -1.46 (-2.96%)
Closing price 05/15/2026 03:59 PM Eastern
Extended Trading
$48.78 +0.82 (+1.72%)
As of 05/15/2026 07:57 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.
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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)
373
Total
Institutional Inflows
(last 12 months)
$3.21B
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$2.27B
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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
5/16/2026 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%
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%
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%
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%
2/19/2026 Invesco Ltd.1,682,808$88.16M0.0%-11.9%0.103%
2/19/2026 Birchwood Financial Partners Inc.2,102$110K0.1%N/A0.000%
2/19/2026 Corient Private Wealth LLC1,370,902$70.88M0.0%+0.3%0.084%
2/19/2026 Alberta Investment Management Corp531,167$27.83M0.1%-13.3%0.032%
2/18/2026 Mercer Global Advisors Inc. ADV11,385$596K0.0%+62.1%0.001%
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2/18/2026 State of Tennessee Department of Treasury199,714$9.98M0.0%-4.7%0.012%
2/18/2026 Mackenzie Financial Corp9,861,244$518.28M0.6%-6.4%0.602%
2/18/2026NewEdge Advisors LLC1,891$99K0.0%+125.4%0.000%
2/18/2026 XTX Topco Ltd29,823$1.56M0.0%+299.3%0.002%
2/18/2026 Guardian Capital LP40,701$2.13M0.1%+14.3%0.002%
2/18/2026 Uniplan Investment Counsel Inc.3,955$207K0.1%N/A0.000%
2/18/2026 Voloridge Investment Management LLC38,469$2.02M0.0%N/A0.002%
2/18/2026 Wellington Management Group LLP271,858$14.24M0.0%-6.3%0.017%
2/18/2026 SummitTX Capital L.P.11,847$621K0.0%N/A0.001%
2/18/2026 Quadrature Capital Ltd298,000$15.63M0.2%N/A0.018%


BAM Institutional Ownership - Frequently Asked Questions

During the previous two years, 622 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), Royal Bank of Canada ($1.06B), Vanguard Group Inc. ($928.41M), TD Asset Management Inc. ($903.32M), 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 527 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 60,663,870 shares in the last 24 months. This purchase volume represents approximately $3.21B in transactions.

Of the 245 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 ($4.68M), 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 42,604,661 shares in the last 24 months. This volume of shares sold represents approximately $2.27B in transactions.


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This page (NYSE:BAM) was last updated on 5/17/2026 by MarketBeat.com Staff.
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