Who owns BAM?
Institutional ownership of Brookfield Asset Management Inc from Form 13F, Q2 2026
620 institutional managers reported holding Brookfield Asset Management Inc (BAM) in Form 13F filings for Q2 2026, with 362,373,205 shares worth $16.4B. The largest reported holder was Brookfield Corp. Managers that filed both quarters added a net 8,742,794 shares (+2.5%). 66 opened new positions and 67 sold out.
- Funds holding
- 620
- Value held
- $16.4B
- New / sold out
- 66 / 67
- Net shares, same filers
- +2.5%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of BAM
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Brookfield Corp | $2.9B | 17.9% | 65,000,000 | Unchanged |
| Partners Value Investments L.P. | $1.3B | 8.2% | 29,588,407 | Unchanged |
| Royal Bank of Canada | $954M | 5.9% | 21,259,887 | Added |
| Principal Financial Group Inc | $608M | 3.7% | 13,551,754 | Added |
| Capital World Investors | $605M | 3.7% | 13,485,369 | Added |
| Vanguard Capital Management LLC | $521M | 3.2% | 11,604,929 | Added |
| Mackenzie Financial Corp | $493M | 2.1% | 7,748,249 | Trimmed |
| TD Asset Management Inc | $486M | 3.0% | 10,836,730 | Trimmed |
| Bank of Montreal | $482M | 3.0% | 10,754,386 | Added |
| Capital International Investors | $344M | 2.1% | 7,664,210 | Added |
| Morgan Stanley | $308M | 1.9% | 6,876,269 | Added |
| BlackRock, Inc. | $277M | 1.7% | 6,168,410 | Added |
| CIBC Asset Management Inc | $257M | 1.6% | 5,701,677 | Added |
| FMR LLC | $239M | 1.5% | 5,329,761 | Trimmed |
| TD Waterhouse Canada Inc. | $227M | 1.4% | 5,003,128 | Added |
| Norges Bank | $224M | 1.4% | 4,996,073 | New |
| Neuberger Berman Group LLC | $218M | 1.3% | 4,854,713 | Added |
| Geode Capital Management, LLC | $215M | 1.3% | 4,601,246 | Trimmed |
| Manufacturers Life Insurance Company, the | $210M | 1.3% | 4,686,883 | Trimmed |
| Beutel, Goodman & Co Ltd. | $205M | 1.3% | 4,579,477 | Trimmed |
| Massachusetts Financial Services Co | $190M | 1.0% | 3,629,105 | Trimmed |
| Goldman Sachs Group Inc | $176M | 1.1% | 3,918,684 | Added |
| State Street Corp | $168M | 1.0% | 3,755,973 | Trimmed |
| National Bank of Canada | $166M | 1.0% | 3,708,355 | Added |
| Caisse de depot et placement du Quebec | $165M | 1.0% | 3,679,099 | Added |
Share of 13F holdings is each fund's shares as a share of the 362,373,205 BAM shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Norges Bank New+$224M
- Caisse de depot et placement du Quebec Added+$134M
- Capital World Investors Added+$133M
- Polar Asset Management Partners Inc. New+$74.0M
- Royal Bank of Canada Added+$69.5M
- Millennium Management LLC Added+$58.2M
- National Bank of Canada Added+$55.0M
- Morgan Stanley Added+$50.0M
- Neuberger Berman Group LLC Added+$48.5M
- Alyeska Investment Group, L.P. New+$47.7M
Biggest sellers in Q2 2026
- FMR LLC Trimmed-$171M
- Mackenzie Financial Corp Trimmed-$128M
- FIL Ltd Trimmed-$128M
- TD Asset Management Inc Trimmed-$115M
- D. E. Shaw & Co., Inc. Trimmed-$62.3M
- Renaissance Technologies LLC Sold out-$49.0M
- Invesco Ltd. Trimmed-$43.8M
- Healthcare of Ontario Pension Plan Trust Fund Trimmed-$37.5M
- Manufacturers Life Insurance Company, the Trimmed-$28.3M
- Beutel, Goodman & Co Ltd. Trimmed-$27.3M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $1.5B and sold $1.1B; 209 added and 209 trimmed.
Schedule 13D and 13G filings on BAM
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-02-06BROOKFIELD Corp /ON/ SCHEDULE 13D filed by Brookfield Asset Management IncSchedule 13D
Questions about BAM ownership
- Who owns BAM stock?
- 620 institutional investment managers reported BAM positions in their Form 13F filings for Q2 2026, holding 362,373,205 shares worth $16.4B in total. Brookfield Corp reported the largest position.
- Are funds buying or selling BAM?
- In Q2 2026, 66 managers opened new BAM positions, 209 added, 209 trimmed and 67 sold out. Managers that filed in both quarters added a net 8,742,794 shares.
- How current is this BAM institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to BAM by CUSIP. Options are left out. BAM news and filings · BAM insider trades · Top funds