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