BAM Institutional Ownership & Shareholders
BROOKFIELD ASSET MGMT-A (BAM) is currently held by 630 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $66.63B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Brookfield Corp is currently the largest disclosed institutional shareholder of BAM tracked by InsiderSet, reporting ownership valued at approximately $53.51B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $57.58B, representing an estimated gain of +7.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed BAM value among the investors covered in this analysis. Major shareholders include Brookfield Corp, Partners Value Investments L.P., Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in BROOKFIELD ASSET MGMT-A (BAM).
This page ranks the largest institutional BAM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
630
Total Reported Value
$66.63B
Largest Holder
Brookfield Corp
Largest Position
$53.51B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookfield Corp | 69.50% | 1,193,021,145 | $53,506,998,353 | $57,575,200,458 | +$4,068,202,105 | +7.60% | |
| Partners Value Investments L.P. | 13.55% | 29,588,407 | $1,327,040,054 | $1,427,936,522 | +$100,896,468 | +7.60% | |
| Royal Bank Of Canada | 0.16% | 21,259,887 | $953,505,000 | $1,026,002,147 | +$72,497,147 | +7.60% | |
| Capital World Investors | 0.07% | 13,485,369 | $604,819,035 | $650,803,908 | +$45,984,873 | +7.60% | |
| Principal Financial Group Inc | 0.27% | 11,846,000 | $528,096,519 | $571,687,960 | +$43,591,441 | +8.25% | |
| Vanguard Capital Management Llc | 0.01% | 11,604,929 | $520,573,832 | $560,053,874 | +$39,480,042 | +7.58% | |
| Td Asset Management Inc | 0.42% | 10,836,730 | $485,943,797 | $522,980,590 | +$37,036,793 | +7.62% | |
| Bank Of Montreal | 0.18% | 10,754,386 | $481,938,125 | $519,006,668 | +$37,068,543 | +7.69% | |
| Capital International Investors | 0.07% | 7,664,210 | $343,739,819 | $369,874,775 | +$26,134,956 | +7.60% | |
| Mackenzie Financial Corp | 0.37% | 7,634,190 | $340,602,323 | $368,426,009 | +$27,823,686 | +8.17% | |
| Morgan Stanley | 0.02% | 6,876,269 | $308,400,791 | $331,848,742 | +$23,447,951 | +7.60% | |
| Blackrock, Inc. | 0.00% | 6,168,410 | $276,653,208 | $297,687,467 | +$21,034,259 | +7.60% | |
| Cibc Asset Management Inc | 0.56% | 5,701,677 | $256,716,193 | $275,162,932 | +$18,446,739 | +7.19% | |
| Fmr Llc | 0.01% | 5,329,761 | $239,082,824 | $257,214,266 | +$18,131,442 | +7.58% | |
| Norges Bank | 0.02% | 4,996,073 | $223,933,154 | $241,110,483 | +$17,177,329 | +7.67% | |
| Geode Capital Management, Llc | 0.01% | 4,601,246 | $215,125,113 | $222,056,132 | +$6,931,019 | +3.22% | |
| Manufacturers Life Insurance Company, The | 0.16% | 4,686,883 | $209,860,225 | $226,188,974 | +$16,328,749 | +7.78% | |
| Td Waterhouse Canada Inc. | 0.54% | 4,721,969 | $208,581,272 | $227,882,224 | +$19,300,952 | +9.25% | |
| Beutel, Goodman & Co Ltd. | 1.51% | 4,579,477 | $205,354,000 | $221,005,560 | +$15,651,560 | +7.62% | |
| Massachusetts Financial Services Co | 0.06% | 3,629,105 | $189,658,648 | $175,140,607 | -$14,518,041 | -7.65% | |
| Goldman Sachs Group Inc | 0.02% | 3,918,684 | $175,753,000 | $189,115,690 | +$13,362,690 | +7.60% | |
| Neuberger Berman Group Llc | 0.13% | 3,220,306 | $168,717,118 | $155,411,968 | -$13,305,150 | -7.89% | |
| State Street Corp | 0.00% | 3,755,973 | $168,455,389 | $181,263,257 | +$12,807,868 | +7.60% | |
| National Bank Of Canada | 0.15% | 3,708,355 | $165,986,228 | $178,965,212 | +$12,978,984 | +7.82% | |
| Caisse De Depot Et Placement Du Quebec | 0.24% | 3,679,099 | $164,979,227 | $177,553,318 | +$12,574,091 | +7.62% | |
| Cibc World Market Inc. | 0.27% | 3,568,168 | $160,032,335 | $172,199,788 | +$12,167,453 | +7.60% | |
| Vanguard Fiduciary Trust Co | 0.03% | 3,445,377 | $154,552,008 | $166,273,894 | +$11,721,886 | +7.58% | |
| Davenport & Co Llc | 0.77% | 3,311,327 | $148,371,535 | $159,804,641 | +$11,433,106 | +7.71% | |
| Bank Of America Corp | 0.01% | 3,016,329 | $135,282,338 | $145,568,038 | +$10,285,700 | +7.60% | |
| Bank Of Nova Scotia | 0.20% | 2,911,831 | $130,698,844 | $140,524,964 | +$9,826,120 | +7.52% | |
| Vanguard Global Advisers, Llc | 0.06% | 2,904,268 | $130,279,654 | $140,159,974 | +$9,880,320 | +7.58% | |
| Fil Ltd | 0.09% | 2,828,174 | $126,866,511 | $136,487,677 | +$9,621,166 | +7.58% | |
| Cooke & Bieler Lp | 1.70% | 2,417,157 | $107,756,859 | $116,651,997 | +$8,895,138 | +8.25% | |
| Legal & General Group Plc | 0.02% | 2,329,537 | $104,461,611 | $112,423,456 | +$7,961,845 | +7.62% | |
| Markel Group Inc. | Thomas Gayner | 0.75% | 2,173,953 | $96,914,825 | $104,914,972 | +$8,000,147 | +8.25% |
| Douglass Winthrop Advisors, Llc | 1.62% | 2,095,371 | $93,977,389 | $101,122,604 | +$7,145,215 | +7.60% | |
| Scotia Capital Inc. | 0.34% | 2,053,526 | $92,010,728 | $99,103,165 | +$7,092,437 | +7.71% | |
| Toronto Dominion Bank | 0.13% | 1,765,437 | $79,132,709 | $85,199,990 | +$6,067,281 | +7.67% | |
| Polar Asset Management Partners Inc. | 1.35% | 1,650,165 | $74,004,161 | $79,636,963 | +$5,632,802 | +7.61% | |
| Canada Pension Plan Investment Board | 0.04% | 1,641,737 | $73,571,436 | $79,230,228 | +$5,658,792 | +7.69% | |
| Intact Investment Management Inc. | 2.05% | 1,609,078 | $72,175,092 | $77,654,104 | +$5,479,012 | +7.59% | |
| Madison Asset Management, Llc | 0.84% | 1,570,419 | $70,433,280 | $75,788,421 | +$5,355,141 | +7.60% | |
| Jpmorgan Chase & Co | 0.00% | 1,599,818 | $70,407,993 | $77,207,217 | +$6,799,224 | +9.66% | |
| Jane Street Group, Llc | 0.04% | 1,563,571 | $70,126,159 | $75,457,936 | +$5,331,777 | +7.60% | |
| Millennium Management Llc | 0.05% | 1,509,083 | $67,682,373 | $72,828,346 | +$5,145,973 | +7.60% | |
| Sather Financial Group Inc | 3.58% | 1,428,295 | $63,673,397 | $68,929,517 | +$5,256,120 | +8.25% | |
| 1832 Asset Management L.P. | 0.07% | 1,269,340 | $56,929,899 | $61,258,348 | +$4,328,449 | +7.60% | |
| Natixis Advisors, Llc | 0.06% | 1,209,892 | $54,263,000 | $58,389,388 | +$4,126,388 | +7.60% | |
| Jones Financial Companies Lllp | 0.02% | 1,208,246 | $53,912,068 | $58,309,952 | +$4,397,884 | +8.16% | |
| Federation Des Caisses Desjardins Du Quebec | 0.16% | 1,178,219 | $52,697,245 | $56,860,849 | +$4,163,604 | +7.90% |
Frequently asked questions about BAM
Who are the largest institutional holders of BAM?
The largest institutional holders of BAM reported in the latest SEC Form 13F filings include Brookfield Corp, Partners Value Investments L.P., Royal Bank Of Canada, Capital World Investors, and Principal Financial Group Inc. InsiderSet ranks institutional holders by their latest reported BAM position.
What is BAM institutional ownership?
This page tracks BAM positions reported by institutional investment managers through SEC Form 13F. BROOKFIELD ASSET MGMT-A (BAM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BAM?
InsiderSet currently tracks 630 institutional managers reporting BAM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BAM shareholders.
How much BAM stock do institutions own?
Institutional investment managers disclosed approximately $66.63B in BAM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BAM institutional ownership last updated?
The latest BAM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BAM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BAM position after the reporting date.
Are institutions buying or selling BAM?
Institutional buying and selling can be analyzed by comparing BAM positions across consecutive 13F reporting periods. InsiderSet's BAM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BAM ownership changes.
How has BAM institutional ownership changed over time?
InsiderSet tracks BAM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.