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Brookfield Asset Management (BAM) Institutional Ownership

Brookfield Asset Management logo
$44.82 -0.03 (-0.07%)
Closing price 03:59 PM Eastern
Extended Trading
$45.00 +0.19 (+0.42%)
As of 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.
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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)
214
Total
Institutional Outflows
(last 12 months)
$1.97B
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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
10/5/2026Rosenberg Matthew Hamilton2,025$90K0.0%+74.7%0.000%
10/2/2026 Versant Capital Management Inc1,953$87K0.0%+34.8%0.000%
9/9/2026Sequoia Financial Advisors LLC281,732$12.64M0.1%-3.4%0.017%
9/9/2026Integrated Wealth Concepts LLC9,816$440K0.0%-4.8%0.001%
9/9/2026IFP Advisors Inc582$26K0.0%-41.5%0.000%
9/9/2026Baird Financial Group Inc.45,809$2.05M0.0%+131.4%0.003%
9/8/2026Allworth Financial LP2,958$133K0.0%+16.0%0.000%
9/8/2026Broad Run Investment Management LLC602,709$27.03M4.2%-0.2%0.037%
9/8/2026Waverly Advisors LLC15,264$685K0.0%+11.8%0.001%
9/8/2026Lipe & Dalton40,091$1.80M0.8%-10.5%0.002%
9/8/2026Nykredit A S59,963$2.69M0.0%N/A0.004%
8/27/2026Corient Private Wealth LP331,366$14.88M0.0%-63.2%0.020%
8/23/2026Kraematon Investment Advisors Inc.11,560$518K0.4%-3.8%0.001%
8/23/2026HB Wealth Management LLC13,614$611K0.0%+12.5%0.001%
8/23/2026Azimuth Capital Investment Management LLC91,948$4.12M0.1%-3.8%0.006%
8/22/2026Compass Financial Management LLC600$27K0.0%N/A0.000%
8/22/2026TD Waterhouse Canada Inc.5,003,128$227.42M0.6%+6.3%0.305%
8/21/2026AXQ Capital LP23,949$1.07M0.1%-41.5%0.001%
8/21/2026Nykredit A S76,963$3.45M0.0%N/A0.005%
8/21/2026Thrive Wealth Management LLC6,000$269K0.0%N/A0.000%
8/21/2026Live Oak Private Wealth LLC38,101$1.71M0.2%-11.7%0.002%
8/21/2026Pacifica Partners Inc.11,731$534K0.2%-2.7%0.001%
8/20/2026Proficio Capital Partners LLC7,148$321K0.0%+10.3%0.000%
8/20/2026Mufg Securities Canada LTD.532,989$23.87M0.6%-4.6%0.033%
8/20/2026Addenda Capital Inc.259,947$11.66M0.4%+3.5%0.016%
8/20/2026BTG Pactual Asset Management US LLC11,373$510K0.0%N/A0.001%
8/20/2026Ancora Advisors LLC22,184$995K0.0%-4.3%0.001%
8/19/2026Wellington Management Group LLP233,092$10.45M0.0%-6.3%0.014%
8/18/2026Public Employees Retirement System of Ohio183,593$8.24M0.0%N/A0.011%
8/14/2026Ancora Advisors LLC22,184$995K0.0%N/A0.001%
8/11/2026Madison Asset Management LLC1,570,419$70.43M0.8%N/A0.096%
8/7/2026Trust Co. of Vermont562$25K0.0%N/A0.000%
7/10/2026Cardinal Capital Management Inc.84,812$3.80M0.1%N/A0.005%
7/10/2026Salvus Wealth Management LLC9,084$407K0.2%-8.3%0.001%
7/9/2026Allied Private Wealth LLC883$40K0.0%N/A0.000%
7/9/2026Chemistry Wealth Management LLC15,789$708K0.1%-2.9%0.001%
7/8/2026Castle Rock Wealth Management LLC26,427$1.20M0.2%+5.3%0.002%
7/8/2026PensionDanmark Pensionsforsikringsaktieselskab48,110$2.16M0.0%+12.9%0.003%
7/8/2026Thrive Wealth Management LLC6,000$269K0.0%N/A0.000%
7/8/2026Lincoln Capital LLC19,801$888K0.2%-2.3%0.001%
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7/7/2026GAMMA Investing LLC3,000$135K0.0%+50.1%0.000%
7/7/2026Avior Wealth Management LLC15,686$704K0.0%-6.5%0.001%
7/2/2026MassMutual Private Wealth & Trust FSB1,674$75K0.0%+22.2%0.000%
6/18/2026Western Wealth Management LLC6,309$280K0.0%N/A0.000%
6/16/2026Empowered Funds LLC5,739$255K0.0%N/A0.000%
6/9/2026Rathbones Group PLC70,118$3.11M0.0%+13.6%0.004%
6/3/2026NewEdge Advisors LLC844$38K0.0%-55.4%0.000%
5/22/2026Summitry LLC167,381$7.44M0.3%+3.3%0.010%
5/22/2026Segall Bryant & Hamill LLC81,933$3.64M0.0%-76.3%0.005%
5/21/2026Essential Partners LLC2,307$103K0.0%+3,621.0%0.000%
5/20/2026Liontrust Investment Partners LLP251,090$11.16M0.2%N/A0.015%
5/19/2026Western Wealth Management LLC6,309$280K0.0%N/A0.000%
5/19/2026Bank 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%
5/18/2026Guardian Partners Inc.341,610$15.19M1.3%+0.4%0.021%
5/18/2026Amundi704,295$31.31M0.0%+48.9%0.043%
5/18/2026Adalta Capital Management LLC31,471$1.40M0.7%-25.4%0.002%
5/18/2026EverSource Wealth Advisors LLC1,709$76K0.0%+86.6%0.000%
5/18/2026California State Teachers Retirement System20,959$932K0.0%-11.9%0.001%
5/18/2026Royal Bank of Canada19,709,657$876.09M0.2%-2.3%1.203%
5/18/2026Empowered Funds LLC5,739$255K0.0%N/A0.000%
5/16/2026The Manufacturers Life Insurance Company5,319,506$236.31M0.2%+15.6%0.325%
5/16/2026Quantinno Capital Management LP281,533$12.51M0.0%+105.5%0.017%
5/16/2026SummitTX Capital L.P.9,546$424K0.0%-19.4%0.001%
5/16/2026Partners Value Investments L.P.29,588,407$1.32B14.1%-3.9%1.806%
5/15/2026Weiss Asset Management LP16,320$725K0.0%N/A0.001%
5/15/2026Waverly Advisors LLC13,656$607K0.0%+20.8%0.001%
5/15/2026Van Den Berg Management I Inc.42,080$1.87M0.4%+49.6%0.003%
5/15/2026Cumberland Partners Ltd27,310$1.21M0.1%-72.3%0.002%
5/15/2026Entropy Technologies LP80,257$3.57M0.2%+31.3%0.005%
5/15/2026Cannell & Spears LLC26,396$1.17M0.0%-25.8%0.002%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund942,000$41.87M0.1%+17.8%0.058%
5/14/2026Renaissance Technologies LLC1,103,325$49.04M0.1%+283.7%0.067%
5/14/2026Public Employees Retirement System of Ohio211,501$9.40M0.0%-0.5%0.013%
5/14/2026Compound Planning Inc.8,328$370K0.0%-45.6%0.001%
5/14/2026Capula Management Ltd37,800$1.68M0.0%-58.4%0.002%
5/14/2026Bank of Nova Scotia3,001,762$133.43M0.2%-0.8%0.183%
5/14/2026Sei Investments Co.195,489$8.69M0.0%+63.3%0.012%
5/13/2026Cetera Investment Advisers64,834$2.88M0.0%+26.5%0.004%
5/13/2026NewEdge Wealth LLC5,739$255K0.0%+6.4%0.000%
5/13/2026CI Investments Inc.410,270$18.24M0.1%-0.8%0.025%
5/13/2026First Trust Advisors LP6,507$289K0.0%-94.7%0.000%
5/8/2026PNC Financial Services Group Inc.54,570$2.43M0.0%+3.3%0.003%
5/8/2026NewGen Asset Management Ltd54,000$2.40M0.9%-46.0%0.003%
5/8/2026Madison Asset Management LLC1,675,100$74.46M0.9%-7.0%0.102%
5/8/2026Cassaday & Co Wealth Management LLC1,579$70K0.0%N/A0.000%
5/7/2026Carson Advisory Inc.8,754$389K0.2%+8.7%0.001%
5/7/2026Dimensional Fund Advisors LP7,135$317K0.0%-22.2%0.000%
5/7/2026Parallel Advisors LLC3,650$162K0.0%+56.7%0.000%
5/7/2026AIA Group Ltd40,263$1.79M0.0%-34.7%0.002%
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5/7/2026Crescent Grove Advisors LLC5,100$227K0.0%+6.3%0.000%
5/6/2026Copeland Capital Management LLC17,004$756K0.0%-3.4%0.001%
5/6/2026Bessemer Group Inc.11,945$531K0.0%-18.6%0.001%
5/5/2026Marks Group Wealth Management Inc83,825$3.73M0.4%-29.7%0.005%
5/5/2026Bank of New York Mellon Corp1,007,645$44.79M0.0%-3.4%0.062%
5/5/2026Sanctuary Advisors LLC5,389$239K0.0%+21.3%0.000%
5/5/2026Hillsdale Investment Management Inc.75,870$3.37M0.1%-70.4%0.005%
5/4/2026Mcdonald Capital Investors Inc. CA339,035$15.07M1.0%-1.1%0.021%
5/4/2026Principal Financial Group Inc.12,735,547$566.09M0.3%+62.0%0.777%
5/4/2026Schwartz Investment Counsel Inc.81,177$3.61M0.1%+1.3%0.005%


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 45,147,216 shares in the last 24 months. This purchase volume represents approximately $2.32B in transactions.

Of the 214 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 37,433,974 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.


Related Companies

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 10/5/2026. New 13F filings are added each quarter as they're published.
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