Also trades as: BAM.TO (TSX) · $vol 68M
BAM Institutional Ownership
Brookfield Asset Management Ltd.
1W: +1.8%
1M: +5.1%
3M: -1.3%
YTD: -11.6%
1Y: -13.3%
3Y: +65.9%
$46.75
-0.29 (-0.62%)
Weekly Expected Move ±3.3%
$44
$45
$47
$49
$50
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $82.3M held by 197 funds, 109 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — BAM
700
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$67B
Total Invested
72
New Positions
217
Increased
279
Reduced
66
Closed
1.18
Put/Call Ratio
Ownership Trends
Top Institutional Holders (756 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Brookfield Corp /ON | 1,193,021,145 | $55.8B | — | +0.0% | 6Q | SEC ↗ |
| 2 | Partners Value Investments L.P. | 29,588,407 | $1.4B | — | +0.0% | 12Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 21,259,887 | $994M | +1,550,230 | +7.9% | 15Q | SEC ↗ |
| 4 | PRINCIPAL FINANCIAL GROUP INC | 13,551,754 | $634M | +816,207 | +6.4% | 15Q | SEC ↗ |
| 5 | Capital World Investors | 13,485,369 | $630M | +2,969,241 | +28.2% | 15Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 11,604,929 | $543M | +38,169 | +0.3% | 2Q | SEC ↗ |
| 7 | TD Asset Management Inc | 10,836,730 | $507M | -2,567,913 | -19.2% | 15Q | SEC ↗ |
| 8 | BANK OF MONTREAL /CAN | 10,754,386 | $503M | +241,375 | +2.3% | 15Q | SEC ↗ |
| 9 | MACKENZIE FINANCIAL CORP | 7,748,249 | $362M | -2,016,939 | -20.7% | 15Q | SEC ↗ |
| 10 | Capital International Investors | 7,664,210 | $358M | +41,526 | +0.5% | 15Q | SEC ↗ |
| 11 | MORGAN STANLEY | 6,876,269 | $321M | +1,114,907 | +19.4% | 15Q | SEC ↗ |
| 12 | BlackRock, Inc. | 6,168,410 | $288M | +651,765 | +11.8% | 8Q | SEC ↗ |
| 13 | CIBC Asset Management Inc | 5,701,677 | $267M | +418,467 | +7.9% | 15Q | SEC ↗ |
| 14 | FMR LLC | 5,329,761 | $249M | -3,819,423 | -41.7% | 15Q | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 5,003,128 | $234M | +294,966 | +6.3% | 15Q | SEC ↗ |
| 16 | NORGES BANK NEW | 4,996,073 | $234M | — | +0.0% | 1Q | SEC ↗ |
| 17 | NEUBERGER BERMAN GROUP LLC | 4,854,713 | $227M | +1,080,300 | +28.6% | 15Q | SEC ↗ |
| 18 | MANUFACTURERS LIFE INSURANCE COMPANY, | 4,686,883 | $219M | -632,623 | -11.9% | 15Q | SEC ↗ |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 4,601,246 | $215M | -286,007 | -5.9% | 15Q | SEC ↗ |
| 20 | Beutel, Goodman & Co Ltd. | 4,579,477 | $214M | -609,636 | -11.7% | 15Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 3,918,684 | $183M | +684,885 | +21.2% | 15Q | SEC ↗ |
| 22 | STATE STREET CORP | 3,755,973 | $176M | -61,425 | -1.6% | 9Q | SEC ↗ |
| 23 | NATIONAL BANK OF CANADA /FI | 3,708,355 | $173M | +1,228,096 | +49.5% | 14Q | SEC ↗ |
| 24 | Caisse de depot et placement du Quebec | 3,679,099 | $172M | +2,987,099 | +431.7% | 2Q | SEC ↗ |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 3,629,105 | $170M | -256,944 | -6.6% | 15Q | SEC ↗ |
| 26 | CIBC WORLD MARKET INC. | 3,568,168 | $167M | -118,415 | -3.2% | 15Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 3,445,377 | $161M | +18,905 | +0.6% | 2Q | SEC ↗ |
| 28 | DAVENPORT & Co LLC | 3,357,238 | $157M | -50,376 | -1.5% | 15Q | SEC ↗ |
| 29 | COOKE & BIELER LP | 3,064,050 | $143M | -21,378 | -0.7% | 15Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 3,016,329 | $141M | -432,022 | -12.5% | 15Q | SEC ↗ |
| 31 | BANK OF NOVA SCOTIA | 2,911,831 | $136M | -89,931 | -3.0% | 15Q | SEC ↗ |
| 32 | Vanguard Global Advisers, LLC | 2,904,268 | $136M | +220,060 | +8.2% | 2Q | SEC ↗ |
| 33 | FIL Ltd | 2,828,174 | $132M | -2,846,986 | -50.2% | 15Q | SEC ↗ |
| 34 | Legal & General Group Plc | 2,329,537 | $109M | +108,398 | +4.9% | 15Q | SEC ↗ |
| 35 | Markel Group Inc. | 2,193,953 | $103M | — | +0.0% | 15Q | SEC ↗ |
| 36 | Douglass Winthrop Advisors, LLC | 2,095,371 | $98M | -13,872 | -0.7% | 14Q | SEC ↗ |
| 37 | SCOTIA CAPITAL INC. | 2,053,526 | $96M | +123,129 | +6.4% | 15Q | SEC ↗ |
| 38 | TORONTO DOMINION BANK | 1,765,437 | $83M | +48,349 | +2.8% | 15Q | SEC ↗ |
| 39 | Polar Asset Management Partners Inc. NEW | 1,650,165 | $77M | — | +0.0% | 1Q | SEC ↗ |
| 40 | CANADA PENSION PLAN INVESTMENT BOARD | 1,641,737 | $77M | -530,155 | -24.4% | 15Q | SEC ↗ |
| 41 | INTACT INVESTMENT MANAGEMENT INC. | 1,609,078 | $75M | -52,090 | -3.1% | 6Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 1,599,818 | $75M | +47,754 | +3.1% | 15Q | SEC ↗ |
| 43 | Madison Asset Management, LLC | 1,570,419 | $73M | -104,681 | -6.2% | 15Q | SEC ↗ |
| 44 | JANE STREET GROUP, LLC | 1,563,571 | $73M | -315,210 | -16.8% | 15Q | SEC ↗ |
| 45 | MILLENNIUM MANAGEMENT LLC | 1,509,083 | $71M | +1,297,725 | +614.0% | 4Q | SEC ↗ |
| 46 | 1832 Asset Management L.P. | 1,269,340 | $59M | +461,418 | +57.1% | 15Q | SEC ↗ |
| 47 | NATIXIS ADVISORS, LLC | 1,209,892 | $57M | +370,551 | +44.1% | 15Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP | 1,208,246 | $56M | +385,178 | +46.8% | 9Q | SEC ↗ |
| 49 | Federation des caisses Desjardins du Q | 1,178,219 | $55M | +252,875 | +27.3% | 15Q | SEC ↗ |
| 50 | Quadrature Capital Ltd | 1,173,362 | $55M | +606,762 | +107.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 4,996,073 | $234M |
| Polar Asset Management Partners Inc | 1,650,165 | $77M |
| Alyeska Investment Group, L.P. | 1,063,448 | $50M |
| OMERS ADMINISTRATION Corp | 675,600 | $32M |
| DDD Partners, LLC | 435,175 | $20M |
| Balyasny Asset Management L.P. | 429,159 | $20M |
| PICTON MAHONEY ASSET MANAGEMENT | 373,792 | $17M |
| Fideuram Asset Management (Ireland) | 252,291 | $12M |
| Sumitomo Mitsui DS Asset Management | 233,029 | $11M |
| VAUGHAN NELSON INVESTMENT MANAGEMEN | 217,310 | $10M |
| ARS Investment Partners, LLC | 211,158 | $10M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 200,133 | $9M |
| Point72 Asset Management, L.P. | 124,098 | $6M |
| Cardinal Capital Management, Inc. | 84,812 | $4M |
| Capricorn Fund Managers Ltd | 82,400 | $4M |
| Providence Capital Advisors, LLC | 74,510 | $3M |
| LANDMARK INVESTMENT PARTNERS, L.P. | 73,864 | $3M |
| SUSQUEHANNA ADVISORS GROUP, INC. | 72,337 | $3M |
| Brookstone Capital Management | 68,260 | $3M |
| Jupiter Topco LLC | 67,898 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 1,835,120 | $86M |
| RENAISSANCE TECHNOLOGIES LLC | 1,103,325 | $52M |
| QV Investors Inc. | 249,744 | $12M |
| APG Asset Management N.V. | 229,334 | $11M |
| MUFG Securities EMEA plc | 200,000 | $9M |
| Canoe Financial LP | 162,000 | $8M |
| Motley Fool Wealth Management, LLC | 98,935 | $5M |
| XTX Topco Ltd | 96,000 | $4M |
| Assenagon Asset Management S.A. | 81,075 | $4M |
| Entropy Technologies, LP | 80,257 | $4M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 70,000 | $3M |
| SOL Capital Management CO | 69,741 | $3M |
| Timelo Investment Management Inc. | 65,000 | $3M |
| NewGen Asset Management Ltd | 54,000 | $3M |
| Sciencast Management LP | 51,850 | $2M |
| Squarepoint Ops LLC | 50,897 | $2M |
| Strategic Advisors LLC | 43,072 | $2M |
| Rezny Wealth Management, Inc. | 40,913 | $2M |
| Catalyst Funds Management Pty Ltd | 40,278 | $2M |
| Fiduciary Alliance LLC | 39,286 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Caisse de depot et placement du Que | +2,987,099 | +431.7% | 3,679,099 |
| Capital World Investors | +2,969,241 | +28.2% | 13,485,369 |
| ROYAL BANK OF CANADA | +1,550,230 | +7.9% | 21,259,887 |
| MILLENNIUM MANAGEMENT LLC | +1,297,725 | +614.0% | 1,509,083 |
| NATIONAL BANK OF CANADA /FI | +1,228,096 | +49.5% | 3,708,355 |
| MORGAN STANLEY | +1,114,907 | +19.4% | 6,876,269 |
| NEUBERGER BERMAN GROUP LLC | +1,080,300 | +28.6% | 4,854,713 |
| PRINCIPAL FINANCIAL GROUP INC | +816,207 | +6.4% | 13,551,754 |
| GOLDMAN SACHS GROUP INC | +684,885 | +21.2% | 3,918,684 |
| BlackRock, Inc. | +651,765 | +11.8% | 6,168,410 |
| Quadrature Capital Ltd | +606,762 | +107.1% | 1,173,362 |
| 1832 Asset Management L.P. | +461,418 | +57.1% | 1,269,340 |
| CIBC Asset Management Inc | +418,467 | +7.9% | 5,701,677 |
| JONES FINANCIAL COMPANIES LLLP | +385,178 | +46.8% | 1,208,246 |
| Sather Financial Group Inc | +372,638 | +65.2% | 944,347 |
| NATIXIS ADVISORS, LLC | +370,551 | +44.1% | 1,209,892 |
| Public Sector Pension Investment Bo | +356,437 | +580.5% | 417,834 |
| Russell Investments Group, Ltd. | +315,831 | +274.2% | 431,006 |
| TD Waterhouse Canada Inc. | +294,966 | +6.3% | 5,003,128 |
| Federation des caisses Desjardins d | +252,875 | +27.3% | 1,178,219 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -3,819,423 | -41.7% | 5,329,761 |
| FIL Ltd | -2,846,986 | -50.2% | 2,828,174 |
| TD Asset Management Inc | -2,567,913 | -19.2% | 10,836,730 |
| MACKENZIE FINANCIAL CORP | -2,016,939 | -20.7% | 7,748,249 |
| D. E. Shaw & Co., Inc. | -1,391,080 | -71.0% | 567,472 |
| Invesco Ltd. | -977,608 | -60.9% | 628,251 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -837,400 | -88.9% | 104,600 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -632,623 | -11.9% | 4,686,883 |
| Beutel, Goodman & Co Ltd. | -609,636 | -11.7% | 4,579,477 |
| Corient Private Wealth LP | -569,939 | -63.2% | 331,366 |
| CANADA PENSION PLAN INVESTMENT BOAR | -530,155 | -24.4% | 1,641,737 |
| BANK OF AMERICA CORP /DE | -432,022 | -12.5% | 3,016,329 |
| HRT FINANCIAL LP | -354,339 | -42.7% | 476,116 |
| JANE STREET GROUP, LLC | -315,210 | -16.8% | 1,563,571 |
| BAMCO INC /NY | -295,559 | -74.2% | 102,513 |
| GEODE CAPITAL MANAGEMENT, LLC | -286,007 | -5.9% | 4,601,246 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -256,944 | -6.6% | 3,629,105 |
| CITADEL ADVISORS LLC | -244,968 | -63.7% | 139,421 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -232,700 | -72.1% | 89,854 |
| BARCLAYS PLC | -198,293 | -38.8% | 313,116 |