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Brookfield Asset Management (BAM) Institutional Ownership

Brookfield Asset Management logo
$49.51 +0.49 (+1.00%)
Closing price 07/16/2026 03:59 PM Eastern
Extended Trading
$49.53 +0.02 (+0.04%)
As of 07/16/2026 07:44 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)
374
Total
Institutional Inflows
(last 12 months)
$3.23B
Number of
Institutional Sellers
(last 12 months)
243
Total
Institutional Outflows
(last 12 months)
$2.29B
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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
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%
6/18/2026Western 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 Company 5,319,506$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%
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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%
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%
5/4/2026Chicago Partners Investment Group LLC57,572$2.79M0.1%+1.1%0.004%
5/2/2026Diversify Wealth Management LLC23,910$1.10M0.0%+31.2%0.001%
5/1/2026 Lincoln Capital LLC20,260$900K0.2%-11.2%0.001%
5/1/2026Citizens Financial Group Inc. RI7,907$351K0.0%-20.0%0.000%
5/1/2026Fifth Third Bancorp1,599$71K0.0%+49.6%0.000%
5/1/2026Sequoia Financial Advisors LLC291,685$12.97M0.1%+0.8%0.018%
4/30/2026Griffin Asset Management Inc.9,260$412K0.0%-36.3%0.001%
4/30/2026Kestra Advisory Services LLC5,895$262K0.0%-6.4%0.000%
4/30/2026Demars Financial Group LLC17,740$789K0.3%N/A0.001%
4/30/2026Frank Rimerman Advisors LLC9,098$404K0.0%N/A0.001%
4/29/2026Sather Financial Group Inc571,709$25.41M1.6%+18.4%0.035%
4/28/2026NBT Bank N A NY23,838$1.06M0.1%-5.3%0.001%
4/28/2026Montrusco Bolton Investments Inc.345,381$15.31M0.2%+7.3%0.021%
4/27/2026HB Wealth Management LLC12,097$538K0.0%+31.4%0.001%
4/27/2026PFG Investments LLC6,895$307K0.0%N/A0.000%
4/27/2026Canal Capital Management LLC19,957$887K0.1%-2.5%0.001%
4/27/2026Leonteq Securities AG11,309$503K0.0%+83.7%0.001%
4/25/2026Strs Ohio157,526$6.99M0.0%-46.9%0.010%
4/25/2026Keybank National Association OH8,156$363K0.0%+56.4%0.000%
4/25/2026Northwest Financial Advisors5,657$251K0.5%-4.0%0.000%
4/24/2026Root Financial Partners LLC1,283$57K0.0%+184.5%0.000%
4/23/2026Lansforsakringar Fondforvaltning AB publ97,691$4.33M0.0%+1.7%0.006%
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4/23/2026Apollon Wealth Management LLC19,898$884K0.0%+4.0%0.001%
4/23/2026Canoe Financial LP162,000$7.20M0.1%N/A0.010%
4/22/2026Janney Montgomery Scott LLC240,459$10.69M0.0%-0.9%0.015%
4/22/2026Pictet Asset Management Holding SA156,969$6.96M0.0%-3.0%0.010%
4/22/2026Summerhill Capital Management lnc.6,652$295K0.3%N/A0.000%
4/22/2026Union Bancaire Privee UBP SA776$34K0.0%-92.7%0.000%
4/22/2026Sterling Capital Management LLC6,594$293K0.0%-25.3%0.000%
4/22/2026Venturi Wealth Management LLC5,024$223K0.0%+17.8%0.000%
4/21/2026Maridea Wealth Management LLC24,351$1.08M0.2%+30.4%0.001%
4/20/2026Ritholtz Wealth Management13,680$608K0.0%+160.7%0.001%


BAM Institutional Ownership - Frequently Asked Questions

During the previous two years, 627 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 61,314,351 shares in the last 24 months. This purchase volume represents approximately $3.23B in transactions.

Of the 242 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 43,249,210 shares in the last 24 months. This volume of shares sold represents approximately $2.29B in transactions.


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This page (NYSE:BAM) was last updated on 7/17/2026 by MarketBeat.com Staff.
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