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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Royal Bank Of Canada, Fmr Llc, Mackenzie Financial Corp, Fil Ltd, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+96—96$5.03KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-17,118-100.0%0$0.00Q4 2025Aug 26, 2026
National Philanthropic TrustSell-11,756-100.0%0$0.00Q4 2025May 15, 2026
Rhodes Investment Advisors IncBuy+7,648—7,648$400.68KQ4 2025May 13, 2026
Strategic Wealth Partners, Ltd.Buy+5,236—5,236$274.31KQ4 2025May 12, 2026
Bravera WealthBuy+99—99$5.19KQ4 2025Apr 22, 2026
Athena Wealth Management, LlcBuy+4,475—4,475$234.43KQ4 2025Apr 17, 2026
Purpose Unlimited Inc.Buy+4,393—4,393$230.12KQ4 2025Mar 20, 2026
Lifetime Wealth Management P.C.Buy+41—41$362.29KQ4 2025Mar 09, 2026
Union Savings BankBuy+62—62$3.25KQ4 2025Mar 06, 2026
Shp Wealth ManagementBuy+366—366$19.18KQ4 2025Mar 04, 2026
Midway Capital Research & ManagementBuy+15,820—15,820$828.81KQ4 2025Mar 03, 2026
Anchor Investment Management, LlcBuy+1,647—1,647$86.29KQ4 2025Feb 26, 2026
Bell Investment Advisors, IncBuy+71—71$3.72KQ4 2025Feb 24, 2026
Mv Capital Management, Inc.Buy+5—5$262.00Q4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+75—75$3.93KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+1,370,902—1,370,902$70.88MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+15,316—15,316$802.41KQ4 2025Feb 19, 2026
Birchwood Financial Partners, Inc.Buy+2,102—2,102$110.12KQ4 2025Feb 19, 2026
Mackenzie Financial CorpBuy+9,861,244—9,861,244$518.28MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+267,255—267,255$14.00MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+199,714—199,714$9.98MQ4 2025Feb 18, 2026
Guardian Capital LpBuy+40,701—40,701$2.13MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+11,385—11,385$596.46KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+1,891—1,891$99.07KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+10—10$524.00Q4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+20,178,358—20,178,358$1.06BQ4 2025Feb 17, 2026
Fmr LlcBuy+16,375,325—16,375,325$857.86MQ4 2025Feb 17, 2026
Fil LtdBuy+9,821,508—9,821,508$514.49MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+3,274,990—3,274,990$171.58MQ4 2025Feb 17, 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.