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'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

Brookfield Asset Management (BAM) Institutional Ownership

$38.42
-0.61 (-1.56%)
(As of 04/18/2024 ET)

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

Current
Institutional Ownership
Percentage
68.41%
Number of
Institutional Buyers
(last 12 months)
286
Total
Institutional Inflows
(last 12 months)
$2.78B
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$1.68B
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Skip Chart & View Institutional Buying and Selling Data

BAM Institutional Buying and Selling by Quarter

Brookfield Asset Management Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Hi Line Capital Management LLC33,163$1.39M0.5%+2.1%0.008%
4/18/2024Blue Zone Wealth Advisors LLC129,853$5.46M1.9%+4.6%0.031%
4/17/2024Kathleen S. Wright Associates Inc.28,339$1.15M0.5%-7.0%0.007%
4/16/2024Addenda Capital Inc.315,486$13.26M0.6%-3.9%0.076%
4/16/2024Lincoln Capital LLC24,490$1.03M0.2%-1.9%0.006%
4/16/2024Ervin Investment Management LLC37,959$1.60M1.1%N/A0.009%
4/15/2024DGS Capital Management LLC6,381$268K0.1%+16.1%0.002%
4/15/2024GoalVest Advisory LLC2,380$100K0.0%N/A0.001%
4/15/2024Chemistry Wealth Management LLC26,988$1.13M0.3%-19.6%0.007%
4/11/2024 Radnor Capital Management LLC8,478$356K0.1%-5.0%0.002%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.12,506$526K0.0%-19.2%0.003%
4/10/2024 Park Avenue Securities LLC15,721$661K0.0%+41.0%0.004%
4/5/2024 First Hawaiian Bank26,558$1.12M0.0%+127.6%0.006%
4/3/2024 Timber Creek Capital Management LLC27,073$1.14M0.4%-40.2%0.007%
4/1/2024 Confluence Investment Management LLC18,628$783K0.0%N/A0.005%
3/22/2024PNC Financial Services Group Inc.61,925$2.49M0.0%+4.9%0.015%
3/11/2024Vanguard Group Inc.10,573,649$424.74M0.0%+1.6%2.711%
3/5/2024Wellington Management Group LLP341,904$13.74M0.0%-10.0%0.088%
3/1/2024Royal London Asset Management Ltd.161,565$6.49M0.0%+1.6%0.039%
2/26/2024Virtu Financial LLC9,756$392K0.0%N/A0.002%
2/23/2024Chicago Partners Investment Group LLC56,482$2.23M0.1%-12.1%0.014%
2/17/2024FIL Ltd11,314,071$454.42M0.5%+66.1%2.739%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,926$77K0.0%-76.0%0.000%
2/16/2024Sanibel Captiva Trust Company Inc.112,829$4.53M0.2%N/A0.027%
2/16/2024GSA Capital Partners LLP43,166$1.73M0.1%N/A0.010%
2/15/2024Partners Group Holding AG427,281$17.16M1.5%-0.1%0.103%
2/15/2024Horizon Kinetics Asset Management LLC386,888$15.54M0.3%-10.4%0.094%
2/15/2024Moneta Group Investment Advisors LLC25,719$1.03M0.0%+1.4%0.006%
2/15/2024Vanguard Group Inc.10,573,649$424.74M0.0%+1.6%2.560%
2/15/2024Voya Investment Management LLC14,078$568K0.0%-8.2%0.003%
2/15/2024 Weiss Multi Strategy Advisers LLC166,244$6.68M0.2%N/A0.040%
2/15/2024Nuveen Asset Management LLC250,980$10.13M0.0%N/A0.061%
2/15/2024Onex Canada Asset Management Inc.76,510$3.07M0.3%-51.1%0.019%
2/15/2024Public Sector Pension Investment Board528,364$21.33M0.2%-2.5%0.128%
2/15/2024Partners Value Investments L.P.30,807,960$1.24B19.0%+0.9%7.459%
2/15/2024Baird Financial Group Inc.37,867$1.52M0.0%+57.1%0.009%
2/15/2024Bridgefront Capital LLC6,914$278K0.2%N/A0.002%
2/15/2024Broad Run Investment Management LLC451,378$18.13M2.4%-8.3%0.109%
2/14/2024Pathstone Holdings LLC25,435$1.02M0.0%N/A0.006%
2/14/2024Kestra Advisory Services LLC10,877$437K0.0%+6.4%0.003%
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2/14/2024Creative Planning76,714$3.08M0.0%-1.2%0.019%
2/14/2024Cubist Systematic Strategies LLC14,071$565K0.0%N/A0.003%
2/14/2024Bridgewater Associates LP65,259$2.63M0.0%+21.4%0.016%
2/14/2024State of Tennessee Treasury Department257,875$10.41M0.0%+24.4%0.062%
2/14/2024Verition Fund Management LLC5,119$206K0.0%-63.6%0.001%
2/14/2024Shell Asset Management Co.15,971$644K0.0%-20.3%0.004%
2/14/2024Ossiam32,430$1.31M0.0%+39.0%0.008%
2/14/2024Partners Group Holding AG427,281$17.16M2.1%-0.1%0.103%
2/14/2024Third Avenue Management LLC131,670$5.29M0.9%+0.9%0.032%
2/14/2024Prudential PLC223,536$8.98M0.1%+20.0%0.054%
2/14/2024Azimuth Capital Investment Management LLC97,058$3.90M0.2%-1.7%0.023%
2/13/2024Envestnet Asset Management Inc.458,370$18.42M0.0%+25.9%0.111%
2/13/2024Northern Trust Corp229,465$9.22M0.0%-1.2%0.056%
2/13/2024Gabelli Funds LLC16,599$667K0.0%-9.5%0.004%
2/13/20241832 Asset Management L.P.661,472$26.57M0.0%-6.0%0.160%
2/13/2024Cetera Advisor Networks LLC73,009$2.95M0.0%-35.5%0.018%
2/13/2024Crossmark Global Holdings Inc.35,349$1.42M0.0%-10.2%0.009%
2/13/2024Capital World Investors24,562,364$986.66M0.2%+10.0%5.947%
2/13/2024Capital International Sarl172,275$6.92M0.3%-9.5%0.042%
2/13/2024Capital International Ltd. CA156,559$6.29M0.3%-19.1%0.038%
2/13/2024Capital International Investors14,326,993$575.52M0.1%-39.0%3.469%
2/13/2024Burgundy Asset Management Ltd.1,668,649$67.15M0.7%-2.7%0.404%
2/13/2024First Trust Advisors LP188,372$7.57M0.0%+57.3%0.046%
2/13/2024Royal London Asset Management Ltd.161,565$6.49M0.0%+1.6%0.039%
2/13/2024CIBC Private Wealth Group LLC408,058$16.39M0.0%-3.0%0.099%
2/13/2024CIBC Asset Management Inc4,039,030$162.74M0.6%-17.8%0.978%
2/13/2024The Manufacturers Life Insurance Company 3,395,100$136.46M0.1%-38.9%0.822%
2/13/2024Rathbones Group PLC72,224$2.92M0.0%+40.0%0.017%
2/12/2024Alberta Investment Management Corp1,176,215$47.47M0.4%-1.1%0.285%
2/12/2024Oak Grove Capital LLC203,767$8.19M2.2%-20.4%0.049%
2/12/2024Madison Asset Management LLC1,440,023$57.85M0.8%+152.9%0.349%
2/12/2024Bank of Nova Scotia3,579,553$143.73M0.3%-21.6%0.867%
2/12/2024Scotia Capital Inc.1,003,957$40.27M0.3%+2.6%0.243%
2/12/2024Gold Investment Management Ltd.52,816$2.12M0.9%N/A0.013%
2/12/2024Bank of Nova Scotia Trust Co.5,939$239K0.0%-23.6%0.001%
2/12/2024Blacksheep Fund Management Ltd341,502$13.72M5.4%N/A0.083%
2/12/2024Fiduciary Trust Co5,840$235K0.0%-6.1%0.001%
2/12/2024Allianz Asset Management GmbH6,122$247K0.0%N/A0.001%
2/12/2024Stifel Financial Corp251,447$10.10M0.0%+49.6%0.061%
2/12/2024TD Asset Management Inc11,498,183$464.08M0.5%+29.2%2.784%
2/12/2024Steward Partners Investment Advisory LLC120,466$4.84M0.1%+46.4%0.029%
2/12/2024Douglass Winthrop Advisors LLC2,470,640$99.73M2.2%+5.3%0.598%
2/12/2024JARISLOWSKY FRASER Ltd13,865$559K0.0%-25.4%0.003%
2/12/2024Hsbc Holdings PLC628,945$25.27M0.0%+42.4%0.152%
2/9/2024Advisory Services Network LLC6,374$256K0.0%-27.3%0.002%
2/9/2024Orion Portfolio Solutions LLC5,159$200K0.0%N/A0.001%
2/9/2024US Bancorp DE13,236$532K0.0%-3.4%0.003%
2/9/2024Cambridge Investment Research Advisors Inc.12,805$514K0.0%-26.3%0.003%
2/9/2024Balboa Wealth Partners15,300$615K0.2%+70.5%0.004%
2/9/2024EverSource Wealth Advisors LLC3,680$148K0.0%+87.8%0.001%
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2/9/2024Akre Capital Management LLC3,455,966$138.83M1.2%-0.2%0.837%
2/9/2024Franklin Resources Inc.184,752$7.42M0.0%+12.4%0.045%
2/9/2024Trexquant Investment LP11,494$462K0.0%-73.9%0.003%
2/9/2024Corient Private Wealth LLC1,207,346$48.47M0.1%+19.0%0.292%
2/9/2024Clearbridge Investments LLC15,144$608K0.0%N/A0.004%
2/9/2024Wells Fargo & Company MN692,801$27.84M0.0%+17.1%0.168%
2/9/2024Beutel Goodman & Co Ltd.6,922,224$279.39M1.5%+114.5%1.676%
2/9/2024PNC Financial Services Group Inc.61,925$2.49M0.0%+4.9%0.015%
2/9/2024Norges Bank5,960,434$239.42M0.0%N/A1.443%
2/8/2024Brown Advisory Inc.84,033$3.38M0.0%-1.7%0.020%
(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, 660 institutional investors and hedge funds held shares of Brookfield Asset Management. The most heavily invested institutionals were Royal Bank of Canada ($5.44B), Partners Value Investments L.P. ($1.24B), TD Asset Management Inc. ($1.21B), Brookfield Corp ON ($998.88M), Capital World Investors ($986.66M), Viking Global Investors LP ($922.37M), and Capital International Investors ($575.52M).Learn more on BAM's institutional investors.

What percentage of Brookfield Asset Management stock is owned by institutional investors?

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

Which institutional investors have been buying Brookfield Asset Management stock?

Of the 529 institutional investors that purchased Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($31.03M), Bank of Montreal Can ($12.34M), Norges Bank ($11.27M), FMR LLC ($8.21M), Principal Financial Group Inc. ($7.40M), Capital International Investors ($7.33M), and FIL Ltd ($4.96M).

How much institutional buying is happening at Brookfield Asset Management?

Institutional investors have bought a total of 169,394,096 shares in the last 24 months. This purchase volume represents approximately $6.44B in transactions.

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

Of the 427 institutional investors that sold Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($52.32M), Principal Financial Group Inc. ($35.41M), Jarislowsky Fraser Ltd ($23.43M), TD Asset Management Inc ($22.70M), 1832 Asset Management L.P. ($22.57M), Mackenzie Financial Corp ($19.94M), and Bank of Nova Scotia ($16.86M).

How much institutional selling is happening at Brookfield Asset Management?

Institutional investors have sold a total of 461,456,987 shares in the last 24 months. This volume of shares sold represents approximately $14.49B in transactions.


This page (NYSE:BAM) was last updated on 4/18/2024 by MarketBeat.com Staff

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