BROOKFIELD ASSET MGMT-A (BAM) Institutional Ownership Changes & 13F Activity

BROOKFIELD ASSET MGMT-A (BAM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Caisse De Depot Et Placement Du Quebec, Polar Asset Management Partners Inc., Royal Bank Of Canada, D. E. Shaw & Co., Inc., and Millennium Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+38,582+8.6%489,638$21.96MQ2 2026Sep 23, 2026
State Street CorpSell-61,425-1.6%3,755,973$168.46MQ2 2026Sep 22, 2026
Silicon Valley Capital PartnersBuy+4+1.1%384$17.21KQ2 2026Sep 21, 2026
Anchor Investment Management, LlcSell-70-4.3%1,577$70.73KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-632,623-11.9%4,686,883$209.86MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-498-4.8%9,816$440.24KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+58+3.8%1,587$71.20KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-244,968-63.7%139,421$6.25MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+14+9.2%167$7.49KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-569,939-63.2%331,366$14.88MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-15,610-74.5%5,349$239.90KQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+377+1.5%25,353$1.14MQ2 2026Aug 19, 2026
Liontrust Investment Partners LlpBuy+235,594235,594$10.57MQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+49,636+864.9%55,375$2.48MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-27,908-13.2%183,593$8.24MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+2,265+22.3%12,417$556.90KQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+665+10.3%7,148$320.59KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-80-29.4%192$8.61KQ2 2026Aug 17, 2026
Caisse De Depot Et Placement Du QuebecBuy+2,987,099+431.7%3,679,099$164.98MQ2 2026Aug 14, 2026
Polar Asset Management Partners Inc.Buy+1,650,1651,650,165$74.00MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,550,230+7.9%21,259,887$953.50MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-1,391,080-71.0%567,472$25.43MQ2 2026Aug 14, 2026
Millennium Management LlcBuy+1,297,725+614.0%1,509,083$67.68MQ2 2026Aug 14, 2026
Alyeska Investment Group, L.P.Buy+1,063,4481,063,448$47.70MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+684,885+21.2%3,918,684$175.75MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+628,251628,251$28.18MQ2 2026Aug 14, 2026
Canada Pension Plan Investment BoardSell-530,155-24.4%1,641,737$73.57MQ2 2026Aug 14, 2026
Bank Of America CorpSell-432,022-12.5%3,016,329$135.28MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+429,159429,159$19.25MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+385,178+46.8%1,208,246$53.91MQ2 2026Aug 14, 2026
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Frequently asked questions about BAM activity

  • Which institutional owners are buying BAM?

    Institutional owners buying BAM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BAM activity?

    "Buy" means an investor increased their reported position in BAM compared to the prior reporting period. This reflects growing exposure to BROOKFIELD ASSET MGMT-A (BAM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BAM increasing?

    Institutional interest in BAM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.