— Know what they know.
Not Investment Advice
Also trades as: BAM.TO (TSX) · $vol 68M

BAM Smart Money

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
NYSE · Financial Services · Asset Management · Tech Score Buy · Power 61 · $74.7B mcap · 320M float · 0.854% daily turnover · Short 63% of daily vol
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.

🏦 Institutional Activity

Latest: Q2 2026
700
Institutions Holding
-5 vs prior
89.6%
Ownership
+1.32%
72 New
217 Increased
279 Reduced
66 Closed

👔 Insider Trades

0 records
Date Name Title Type Shares Price Value Filing
No insider trades found

🏛️ Congressional Trades

14 records
Date Politician Chamber Type Amount Filing
2022-04-05 Kurt Schrader House Buy $1,001 - $15,000 Filing
2021-06-04 Ro Khanna House Sell $15,001 - $50,000 Filing
2020-06-29 James Inhofe Senate Sell $1,001 - $15,000 Filing
2020-06-29 James Inhofe Senate Sell $1,001 - $15,000 Filing
2020-03-20 James Inhofe Senate Sell $1,001 - $15,000 Filing
2020-03-20 James Inhofe Senate Sell $1,001 - $15,000 Filing
2020-02-20 James Inhofe Senate Sell $50,001 - $100,000 Filing
2020-02-20 James Inhofe Senate Sell $50,001 - $100,000 Filing
2020-01-27 James Inhofe Senate Sell $50,001 - $100,000 Filing
2020-01-27 James Inhofe Senate Sell $50,001 - $100,000 Filing
2018-08-14 James Inhofe Senate Sell $15,001 - $50,000 Filing
2018-08-14 James Inhofe Senate Sell $15,001 - $50,000 Filing
2018-05-03 James Inhofe Senate Sell $15,001 - $50,000 Filing
2018-05-03 James Inhofe Senate Sell $15,001 - $50,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Brookfield Corp /ON 1,193,021,145 $53.5B — 2026-06-30 Filing
Partners Value Investments L.P. 29,588,407 $1.3B — 2026-06-30 Filing
ROYAL BANK OF CANADA 21,259,887 $954M +1,550,230 2026-06-30 Filing
PRINCIPAL FINANCIAL GROUP INC 13,551,754 $608M +816,207 2026-06-30 Filing
Capital World Investors 13,485,369 $605M +2,969,241 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 11,604,929 $521M +38,169 2026-06-30 Filing
MACKENZIE FINANCIAL CORP 7,748,249 $493M -2,016,939 2026-06-30 Filing
TD Asset Management Inc 10,836,730 $486M -2,567,913 2026-06-30 Filing
BANK OF MONTREAL /CAN 10,754,386 $482M +241,375 2026-06-30 Filing
Capital International Investors 7,664,210 $344M +41,526 2026-06-30 Filing
MORGAN STANLEY 6,876,269 $308M +1,114,907 2026-06-30 Filing
BlackRock, Inc. 6,168,410 $277M +651,765 2026-06-30 Filing
CIBC Asset Management Inc 5,701,677 $257M +418,467 2026-06-30 Filing
FMR LLC 5,329,761 $239M -3,819,423 2026-06-30 Filing
TD Waterhouse Canada Inc. 5,003,128 $227M +294,966 2026-06-30 Filing
NORGES BANK 4,996,073 $224M +4,996,073 2026-06-30 Filing
NEUBERGER BERMAN GROUP LLC 4,854,713 $218M +1,080,300 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 4,601,246 $215M -286,007 2026-06-30 Filing
MANUFACTURERS LIFE INSURANCE COMPANY, TH 4,686,883 $210M -632,623 2026-06-30 Filing
Beutel, Goodman & Co Ltd. 4,579,477 $205M -609,636 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms