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Brookfield Asset Management (BAM) Institutional Ownership

Brookfield Asset Management logo
$58.27 +1.14 (+2.00%)
Closing price 03:59 PM Eastern
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$58.00 -0.27 (-0.46%)
As of 07:19 PM Eastern
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Institutional Ownership Changes (13F Filings) for Brookfield Asset Management (NYSE:BAM)

Current
Institutional Ownership
Percentage
68.41%
Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$1.51B
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BAM Institutional Buying and Selling by Quarter

Brookfield Asset Management Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/23/2025Lawson Kroeker Investment Management Inc. NE67,103$3.64M0.7%-3.9%0.015%
1/23/2025Cortland Associates Inc. MO565,620$30.65M3.5%-1.6%0.128%
1/23/2025Forsta AP Fonden187,900$10.19M0.1%-12.3%0.042%
1/23/2025Montrusco Bolton Investments Inc.519,006$28.13M0.3%-22.8%0.117%
1/23/2025Kirr Marbach & Co. LLC IN35,197$1.91M0.4%-1.4%0.008%
1/22/2025Northwest Financial Advisors6,271$340K0.3%-5.8%0.001%
1/22/2025Foundations Investment Advisors LLC11,650$631K0.0%+75.1%0.003%
1/21/2025 Grimes & Company Inc.3,742$203K0.0%N/A0.001%
1/21/2025 Fenimore Asset Management Inc936,094$50.73M1.1%-1.1%0.211%
1/21/2025 Geneos Wealth Management Inc.3,591$195K0.0%N/A0.001%
1/17/2025 Avior Wealth Management LLC9,950$539K0.0%-3.9%0.002%
1/17/2025 Mutual Advisors LLC8,398$462K0.0%-11.6%0.002%
1/17/2025 Janney Montgomery Scott LLC212,807$11.53M0.0%+7.9%0.048%
1/17/2025 Atomi Financial Group Inc.9,411$510K0.0%+53.5%0.002%
1/16/2025 Crossmark Global Holdings Inc.16,665$903K0.0%-18.5%0.004%
1/16/2025 Addenda Capital Inc.314,802$17.06M0.8%-2.5%0.071%
1/16/2025 Ervin Investment Management LLC34,852$1.89M1.3%-5.2%0.008%
1/16/2025 UMB Bank n.a.7,171$389K0.0%+565.2%0.002%
1/16/2025 Lincoln Capital LLC22,941$1.24M0.3%-3.8%0.005%
1/16/2025 Diversify Wealth Management LLC17,193$895K0.1%+14.8%0.004%
1/16/2025 My Legacy Advisors LLC5,387$292K0.1%+15.1%0.001%
1/15/2025 Nexus Investment Management ULC4,104$222K0.0%-27.1%0.001%
1/15/2025 Smith Salley Wealth Management111,718$6.05M0.4%+0.9%0.025%
1/15/2025 HB Wealth Management LLC4,687$254K0.0%-19.0%0.001%
1/15/2025 Sanibel Captiva Trust Company Inc.97,641$5.29M0.2%-1.0%0.022%
1/15/2025 Chemistry Wealth Management LLC18,587$1.01M0.2%-5.4%0.004%
1/15/2025 Avanza Fonder AB18,400$997K0.0%N/A0.004%
1/15/2025 Procyon Advisors LLC9,312$505K0.0%+2.7%0.002%
1/15/2025 Ritholtz Wealth Management13,079$709K0.0%+166.9%0.003%
1/15/2025 Gateway Investment Advisers LLC8,649$469K0.0%-30.8%0.002%
1/14/2025 Radnor Capital Management LLC8,760$475K0.1%-3.6%0.002%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,227$66K0.0%+35.1%0.000%
1/14/2025 Park Avenue Securities LLC19,771$1.07M0.0%+4.4%0.004%
1/14/2025 Assenagon Asset Management S.A.3,958$215K0.0%N/A0.001%
1/14/2025 Pacifica Partners Inc.11,351$617K0.3%-1.8%0.003%
1/13/2025 FNY Investment Advisers LLC3,600$195K0.1%N/A0.001%
1/13/2025 JCIC Asset Management Inc.84,179$4.56M1.8%+1.4%0.019%
1/13/2025 QV Investors Inc.414,765$22.48M2.3%-25.3%0.094%
1/3/2025 Versant Capital Management Inc819$44K0.0%+1,606.3%0.000%
1/2/2025 Confluence Investment Management LLC85,418$4.63M0.1%-3.9%0.019%
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12/26/2024JPMorgan Chase & Co.1,519,191$71.84M0.0%-9.6%0.343%
11/27/2024Franklin Resources Inc.126,871$6.27M0.0%-11.5%0.029%
11/25/2024Wilmington Savings Fund Society FSB4,414$209K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC20,155$953K0.0%-3.8%0.005%
11/20/2024Morse Asset Management Inc3,713$176K0.0%N/A0.001%
11/20/2024Virtu Financial LLC4,291$203K0.0%-44.0%0.001%
11/19/2024Barclays PLC2,003$95K0.0%-24.8%0.000%
11/18/2024Toronto Dominion Bank1,056,919$49.98M0.1%+7.7%0.239%
11/16/2024Geode Capital Management LLC1,611,859$77.29M0.0%+11.6%0.364%
11/15/2024M&T Bank Corp24,674$1.17M0.0%-0.8%0.006%
11/15/2024Barclays PLC2,003$95K0.0%-24.8%0.000%
11/15/2024Continuum Advisory LLC1,109$52K0.0%+42.2%0.000%
11/15/2024Public Employees Retirement System of Ohio34,521$1.63M0.0%N/A0.008%
11/15/2024Y Intercept Hong Kong Ltd38,841$1.84M0.1%+41.5%0.009%
11/15/2024MML Investors Services LLC17,511$828K0.0%+7.3%0.004%
11/15/2024K2 Principal Fund L.P.17,096$808K0.1%N/A0.004%
11/15/2024Orion Portfolio Solutions LLC4,670$221K0.0%-13.6%0.001%
11/15/2024XTX Topco Ltd24,584$1.16M0.1%+290.5%0.006%
11/15/2024National Bank of Canada FI1,040,365$49.20M0.1%+26.3%0.235%
11/15/2024Hendershot Investments Inc.7,738$366K0.0%-18.0%0.002%
11/15/2024United Services Automobile Association12,529$592K0.0%-12.7%0.003%
11/15/2024Wellington Management Group LLP350,268$16.57M0.0%+2.5%0.079%
11/15/2024State Street Corp33,418$1.58M0.0%-5.0%0.008%
11/15/2024Stifel Financial Corp229,382$10.85M0.0%-1.2%0.052%
11/15/2024SageView Advisory Group LLC4,352$206K0.0%-32.9%0.001%
11/15/2024Quantinno Capital Management LP58,860$2.79M0.0%+4.7%0.013%
11/15/2024Royal London Asset Management Ltd.144,774$6.85M0.0%-3.9%0.033%
11/15/2024Morse Asset Management Inc3,963$187K0.0%N/A0.001%
11/15/2024Motley Fool Asset Management LLC259,354$12.34M0.7%-3.3%0.059%
11/15/2024Motley Fool Wealth Management LLC324,806$15.36M0.8%-9.2%0.073%
11/15/2024IHT Wealth Management LLC5,355$256K0.0%N/A0.001%
11/15/2024Integrated Wealth Concepts LLC6,269$296K0.0%-4.8%0.001%
11/15/2024Investment Management Corp of Ontario16,571$784K0.0%-7.3%0.004%
11/15/2024Janus Henderson Group PLC89,635$4.24M0.0%-1.8%0.020%
11/15/2024HighTower Advisors LLC134,752$6.37M0.0%+3.7%0.030%
11/15/2024Hilltop Holdings Inc.4,488$212K0.0%N/A0.001%
11/15/2024Ascent Group LLC10,156$480K0.0%-4.7%0.002%
11/15/2024Benjamin Edwards Inc.12,720$602K0.0%N/A0.003%
11/15/2024Bamco Inc. NY1,100,435$52.04M0.1%+31.5%0.248%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp119,911$5.67M0.0%-92.7%0.027%
11/14/2024Verition Fund Management LLC8,271$391K0.0%N/A0.002%
11/14/2024Icon Wealth Advisors LLC2,128$101K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.237,198$11.22M0.0%-7.3%0.054%
11/14/2024Northwest & Ethical Investments L.P.273,162$12.92M0.3%+1.5%0.062%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC303,103$14.33M0.0%-29.0%0.068%
11/14/2024Public Sector Pension Investment Board46,513$2.20M0.0%+0.4%0.011%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank148,002$7.01M0.0%-2.4%0.033%
11/14/2024FORA Capital LLC31,968$1.51M0.2%-32.0%0.007%
11/14/2024RPg Family Wealth Advisory LLC565$27K0.0%N/A0.000%
11/14/2024BNP Paribas50,060$2.37M0.1%+5.1%0.011%
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11/13/2024Glenmede Trust Co. NA4,907$232K0.0%-10.2%0.001%
11/13/2024FMR LLC19,198,643$907.80M0.1%-7.3%4.334%
11/13/2024The Manufacturers Life Insurance Company2,733,967$129.32M0.1%-60.1%0.617%
11/13/2024Bank of Montreal Can9,236,374$435.73M0.2%+0.5%2.085%
11/13/2024Horizon Kinetics Asset Management LLC240,580$11.38M0.2%-11.0%0.054%
11/13/2024Hancock Whitney Corp5,319$252K0.0%N/A0.001%
11/13/2024Douglass Winthrop Advisors LLC2,670,488$126.29M2.4%+3.9%0.601%
11/12/2024Cerity Partners LLC25,996$1.23M0.0%+25.6%0.006%
11/12/2024Montrusco Bolton Investments Inc.672,034$31.81M0.3%-62.3%0.151%
11/12/2024Icon Wealth Advisors LLC2,489$118K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

BAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAM shares?

During the previous two years, 489 institutional investors and hedge funds held shares of Brookfield Asset Management. The most heavily invested institutionals were Partners Value Investments L.P. ($1.24B), Capital World Investors ($1.03B), Brookfield Corp ON ($998.88M), FMR LLC ($907.80M), Capital International Investors ($596.58M), TD Asset Management Inc ($515.82M), and Mackenzie Financial Corp ($514.87M).Learn more on BAM's institutional investors.

What percentage of Brookfield Asset Management stock is owned by institutional investors?

68.41% of Brookfield Asset Management stock is owned by institutional investors. Learn more on BAM's institutional investor holdings.

Which institutional investors have been buying Brookfield Asset Management stock?

Of the 364 institutional investors that purchased Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($12.26M), Capital International Investors ($7.33M), Norges Bank ($5.96M), TD Asset Management Inc ($5.20M), FIL Ltd ($4.96M), Capital World Investors ($4.87M), and Mackenzie Financial Corp ($4.72M).

How much institutional buying is happening at Brookfield Asset Management?

Institutional investors have bought a total of 93,458,533 shares in the last 24 months. This purchase volume represents approximately $3.37B in transactions.

Which Brookfield Asset Management major shareholders have been selling company stock?

Of the 297 institutional investors that sold Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($50.05M), Principal Financial Group Inc. ($37.85M), TD Asset Management Inc ($22.70M), JARISLOWSKY FRASER Ltd ($20.18M), The Manufacturers Life Insurance Company ($19.25M), Bank of Nova Scotia ($15.18M), and CIBC Asset Management Inc ($14.65M).

How much institutional selling is happening at Brookfield Asset Management?

Institutional investors have sold a total of 343,349,806 shares in the last 24 months. This volume of shares sold represents approximately $10.43B in transactions.


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This page (NYSE:BAM) was last updated on 1/23/2025 by MarketBeat.com Staff
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