Brookfield Asset Management Ltd BAM

US Financials Investment Advice
$45.87
+1.0%
52w: $42.43 – $60.94

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
42.4351.6860.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
625
-2 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

$12.03B
Q1 2024
$11.37B
Q2 2024
$14.03B
Q3 2024
$17.40B
Q4 2024
$72.15B
Q1 2025
$83.93B
Q2 2025
$85.26B
Q3 2025
$78.15B
Q4 2025
$65.89B
Q1 2026

Number of holders

483
Q1 2024
526
Q2 2024
547
Q3 2024
567
Q4 2024
586
Q1 2025
604
Q2 2025
585
Q3 2025
627
Q4 2025
625
Q1 2026

Who owns BAM?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BROOKFIELD Corp /ON/ ★2Fundamental diversified1.19B$53.03B71.4%Held
Partners Value Investments L.P. ★3Fundamental concentrated29.6M$1.32B14.1%-3.9%
ROYAL BANK OF CANADA Bank broker19.7M$876.1M0.2%-2.3%
TD Asset Management Inc Diversified mechanical13.4M$594.1M0.5%-15.0%
PRINCIPAL FINANCIAL GROUP INC Diversified mechanical12.7M$566.1M0.3%+62.0%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical11.6M$514.3M0.0%
BANK OF MONTREAL /CAN/ Bank broker10.5M$467.5M0.2%-14.2%
Capital World Investors Long only active10.5M$467.4M0.1%+107.6%
MACKENZIE FINANCIAL CORP Diversified mechanical9.8M$434.1M0.5%-1.0%
FMR LLC Long only active9.1M$406.7M0.0%-44.1%
Capital International Investors Long only active7.6M$338.8M0.1%-42.7%
MORGAN STANLEY Bank broker5.8M$256.1M0.0%+46.1%
FIL Ltd Other5.7M$252.3M0.2%-42.2%
BlackRock, Inc. Index provider5.5M$245.2M0.0%+0.2%
MANUFACTURERS LIFE INSURANCE COMPANY, THE Diversified mechanical5.3M$236.3M0.2%+15.6%
CIBC Asset Management Inc Diversified mechanical5.3M$235.4M0.6%+8.8%
Beutel, Goodman & Co Ltd. Other5.2M$230.0M1.6%+167.9%
GEODE CAPITAL MANAGEMENT, LLC Index provider4.9M$224.1M0.0%+6.1%
TD Waterhouse Canada Inc. Diversified mechanical4.7M$206.1M0.6%+220.4%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Other3.9M$197.8M0.1%-13.8%
STATE STREET CORP Index provider3.8M$169.7M0.0%+3.5%
NEUBERGER BERMAN GROUP LLC Diversified mechanical3.8M$167.7M0.1%+17.2%
CIBC WORLD MARKET INC. Diversified mechanical3.7M$163.9M0.3%-14.5%
BANK OF AMERICA CORP /DE/ Bank broker3.4M$153.3M0.0%+11.0%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical3.4M$152.3M0.0%
DAVENPORT & Co LLC Diversified mechanical3.4M$151.5M0.8%-1.7%
GOLDMAN SACHS GROUP INC Bank broker3.2M$143.7M0.0%+59.0%
COOKE & BIELER LP Other3.1M$137.1M1.6%+54.1%
BANK OF NOVA SCOTIA Bank broker3.0M$133.4M0.2%-0.8%
Vanguard Global Advisers, LLC Diversified mechanical2.7M$119.3M0.1%
NATIONAL BANK OF CANADA /FI/ Diversified mechanical2.5M$109.6M0.1%-9.0%
Legal & General Group Plc Diversified mechanical2.2M$98.5M0.0%-5.2%
Markel Group Inc. ★2Value conviction2.2M$97.5M0.8%Held
CANADA PENSION PLAN INVESTMENT BOARD Pension sovereign2.2M$96.6M0.1%-13.9%
Douglass Winthrop Advisors, LLC Other2.1M$93.5M1.7%-7.6%
D. E. Shaw & Co., Inc. Quant stat arb2.0M$87.1M0.1%+40.9%
SCOTIA CAPITAL INC. Other1.9M$85.2M0.4%+52.9%
JANE STREET GROUP, LLC Market maker1.9M$83.5M0.1%+11040.1%
TORONTO DOMINION BANK Bank broker1.7M$76.3M0.1%-0.7%
Madison Asset Management, LLC Other1.7M$74.5M0.9%-7.0%
INTACT INVESTMENT MANAGEMENT INC. Other1.7M$73.8M2.1%+112.3%
Invesco Ltd. Index provider1.6M$71.4M0.0%-4.6%
JPMORGAN CHASE & CO Bank broker1.6M$67.0M0.0%+4.9%
FIRST MANHATTAN CO. LLC. Other1.1M$49.1M0.1%-0.4%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb1.1M$49.0M0.1%+283.7%
Connor, Clark & Lunn Investment Management Ltd. Diversified mechanical1.1M$47.1M0.1%-70.4%
NORTHERN TRUST CORP Index provider1.1M$46.8M0.0%+1.3%
Nuveen, LLC Diversified mechanical1.0M$46.3M0.0%-0.6%
Bank of New York Mellon Corp Diversified mechanical1.0M$44.8M0.0%-3.4%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Diversified mechanical942.0K$41.9M0.1%+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.