Brookfield Asset Management Ltd BAM
$45.87
+1.0% 52w: $42.43 – $59.70
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data42.4351.0659.70
Aug 18, 2025 Jul 2, 2026
Institutional holders
629
-1 QoQ
13F value
$65.89B
-15.7% QoQ
Smart-money holders
57
signal tier ≥ 2
New smart buyers
7
Q1 2026
Options barometer
0.2×
$55.5M calls / $244.2M puts
Institutional value by quarter
Number of holders
Who owns BAM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BROOKFIELD Corp /ON/ ★2 | Fundamental diversified | 1.19B | $53.03B | — | Held |
| Partners Value Investments L.P. ★3 | Fundamental concentrated | 29.6M | $1.32B | — | -3.9% |
| ROYAL BANK OF CANADA | Bank broker | 19.7M | $876.1M | 0.2% | -2.3% |
| TD Asset Management Inc | Diversified mechanical | 13.4M | $594.1M | 0.5% | -15.0% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 12.7M | $566.1M | 0.3% | +62.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 11.6M | $514.3M | — | — |
| BANK OF MONTREAL /CAN/ | Bank broker | 10.5M | $467.5M | 0.2% | -14.2% |
| Capital World Investors | Long only active | 10.5M | $467.4M | 0.1% | +107.6% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 9.8M | $434.1M | 0.5% | -1.0% |
| FMR LLC | Long only active | 9.1M | $406.7M | 0.0% | -44.1% |
| Capital International Investors | Long only active | 7.6M | $338.8M | 0.1% | -42.7% |
| MORGAN STANLEY | Bank broker | 5.8M | $256.1M | 0.0% | +46.1% |
| FIL Ltd | Other | 5.7M | $252.3M | 0.2% | -42.2% |
| BlackRock, Inc. | Index provider | 5.5M | $245.2M | 0.0% | +0.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 5.3M | $236.3M | 0.2% | +15.6% |
| CIBC Asset Management Inc | Diversified mechanical | 5.3M | $235.4M | 0.6% | +8.8% |
| Beutel, Goodman & Co Ltd. | Other | 5.2M | $230.0M | 1.6% | +167.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 4.9M | $224.1M | — | +6.1% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 4.7M | $206.1M | 0.6% | +220.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 3.9M | $197.8M | — | -13.8% |
| STATE STREET CORP | Index provider | 3.8M | $169.7M | 0.0% | +3.5% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 3.8M | $167.7M | 0.1% | +17.2% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 3.7M | $163.9M | 0.3% | -14.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.4M | $153.3M | 0.0% | +11.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 3.4M | $152.3M | — | — |
| DAVENPORT & Co LLC | Diversified mechanical | 3.4M | $151.5M | 0.8% | -1.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.2M | $143.7M | 0.0% | +59.0% |
| COOKE & BIELER LP | Other | 3.1M | $137.1M | — | +54.1% |
| BANK OF NOVA SCOTIA | Bank broker | 3.0M | $133.4M | 0.2% | -0.8% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 2.7M | $119.3M | — | — |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 2.5M | $109.6M | 0.1% | -9.0% |
| Legal & General Group Plc | Diversified mechanical | 2.2M | $98.5M | 0.0% | -5.2% |
| Markel Group Inc. ★2 | Value conviction | 2.2M | $97.5M | — | Held |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 2.2M | $96.6M | 0.1% | -13.9% |
| Douglass Winthrop Advisors, LLC | Other | 2.1M | $93.5M | 1.7% | -7.6% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 2.0M | $87.1M | 0.1% | +40.9% |
| SCOTIA CAPITAL INC. | Other | 1.9M | $85.2M | 0.4% | +52.9% |
| JANE STREET GROUP, LLC | Market maker | 1.9M | $83.5M | 0.1% | +11040.1% |
| TORONTO DOMINION BANK | Bank broker | 1.7M | $76.3M | 0.1% | -0.7% |
| Madison Asset Management, LLC | Other | 1.7M | $74.5M | 0.9% | -7.0% |
| INTACT INVESTMENT MANAGEMENT INC. | Other | 1.7M | $73.8M | 2.1% | +112.3% |
| Invesco Ltd. | Index provider | 1.6M | $71.4M | 0.0% | -4.6% |
| JPMORGAN CHASE & CO | Bank broker | 1.6M | $67.0M | 0.0% | +4.9% |
| FIRST MANHATTAN CO. LLC. | Other | 1.1M | $49.1M | 0.1% | -0.4% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 1.1M | $49.0M | — | +283.7% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 1.1M | $47.1M | — | -70.4% |
| NORTHERN TRUST CORP | Index provider | 1.1M | $46.8M | 0.0% | +1.3% |
| Nuveen, LLC | Diversified mechanical | 1.0M | $46.3M | 0.0% | -0.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.0M | $44.8M | 0.0% | -3.4% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 942.0K | $41.9M | 0.1% | +17.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding BAM
More financials stocks held by institutions