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Brookfield Asset Management (BAM) Institutional Ownership

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$48.72 +0.39 (+0.82%)
Closing price 03:59 PM Eastern
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$49.22 +0.50 (+1.02%)
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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)
283
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$1.50B
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BAM Institutional Buying and Selling by Quarter

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Brookfield Asset Management Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Focus Financial Network Inc.4,442$215K0.0%+5.2%0.000%
4/15/2025Assenagon Asset Management S.A.10,183$493K0.0%+157.3%0.001%
4/15/2025Sanibel Captiva Trust Company Inc.95,598$4.63M0.2%-2.1%0.006%
4/15/2025SG Americas Securities LLC96,865$4.77M0.0%N/A0.006%
4/15/2025Avanza Fonder AB25,249$1.22M0.0%+37.2%0.002%
4/14/2025 Fenimore Asset Management Inc914,247$44.30M0.9%-2.3%0.056%
4/14/2025 GoodHaven Capital Management LLC14,909$722K0.2%-5.2%0.001%
4/11/2025 Gateway Investment Advisers LLC6,004$291K0.0%-30.6%0.000%
4/11/2025 Blue Zone Wealth Advisors LLC171,939$8.33M2.3%+13.0%0.011%
4/11/2025 Chemistry Wealth Management LLC17,630$854K0.2%-5.1%0.001%
4/11/2025 Procyon Advisors LLC9,889$479K0.0%+6.2%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,947$94K0.0%+58.7%0.000%
4/10/2025 Financial Management Professionals Inc.2,136$103K0.0%+55.6%0.000%
4/9/2025 ST Germain D J Co. Inc.536$26K0.0%N/A0.000%
4/9/2025 QV Investors Inc.407,616$19.73M2.0%-1.7%0.025%
4/9/2025 NBC Securities Inc.6,258$303K0.0%+104,200.0%0.000%
4/9/2025 Addenda Capital Inc.292,162$14.16M0.7%-7.2%0.018%
4/9/2025 Castle Rock Wealth Management LLC23,020$1.13M0.3%-27.6%0.001%
4/8/2025 Rhumbline Advisers997$48K0.0%-48.5%0.000%
4/8/2025 Parallel Advisors LLC1,558$75K0.0%+85.7%0.000%
4/7/2025 GAMMA Investing LLC18,750$908K0.0%+4,745.0%0.001%
4/3/2025 Versant Capital Management Inc2,714$131K0.0%+231.4%0.000%
3/24/2025Wellington Management Group LLP331,317$17.96M0.0%-5.4%0.075%
3/17/2025Wealth Enhancement Advisory Services LLC42,148$2.28M0.0%+7.4%0.010%
3/5/2025 Castle Rock Wealth Management LLC31,786$1.90M0.5%+5.7%0.007%
2/26/2025Capital A Wealth Management LLC7,599$412K0.7%N/A0.002%
2/25/2025B. Riley Wealth Advisors Inc.4,851$263K0.0%-7.5%0.001%
2/21/2025Ascent Group LLC10,818$586K0.0%+6.5%0.002%
2/20/2025Mackenzie Financial Corp11,832,181$641.03M0.8%-10.1%2.670%
2/19/2025Blue Sky Capital Consultants Group Inc.43,600$2.36M1.4%N/A0.010%
2/19/2025Public Employees Retirement System of Ohio43,634$2.37M0.0%+26.4%0.010%
2/18/2025Burgundy Asset Management Ltd.32,536$1.76M0.0%-97.9%0.007%
2/18/2025Blue Fin Capital Inc.23,421$1.27M0.2%-1.6%0.005%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC237,037$12.85M0.0%-21.8%0.053%
2/17/2025USS Investment Management Ltd61,561$3.34M0.0%+60.3%0.014%
2/17/2025Squarepoint Ops LLC10,874$589K0.0%N/A0.002%
2/17/2025State of Wyoming6,536$354K0.0%+77.9%0.001%
2/17/2025Toronto Dominion Bank865,955$46.91M0.1%-18.1%0.195%
2/17/2025Quantinno Capital Management LP62,450$3.39M0.0%+6.1%0.014%
2/17/2025Man Group plc33,199$1.80M0.0%+15.4%0.007%
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2/17/2025Nomura Holdings Inc.25,881$1.40M0.0%N/A0.006%
2/17/2025Meketa Capital LLC43,751$2.37M5.3%N/A0.010%
2/17/2025Laird Norton Wetherby Wealth Management LLC3,902$211K0.0%N/A0.001%
2/17/2025Janus Henderson Group PLC87,033$4.72M0.0%-2.9%0.020%
2/17/2025JARISLOWSKY FRASER Ltd3,879$210K0.0%N/A0.001%
2/17/2025Focus Partners Wealth70,892$3.86M0.0%+1.1%0.016%
2/17/2025First Manhattan CO. LLC.1,238,866$67.60M0.2%-4.0%0.280%
2/17/2025Deutsche Bank AG515,607$27.94M0.0%+23.3%0.116%
2/17/2025Colonial Trust Co SC31,764$1.72M0.3%+2.0%0.007%
2/17/2025Cresset Asset Management LLC9,948$539K0.0%-35.3%0.002%
2/17/2025Cetera Investment Advisers29,034$1.57M0.0%+2.7%0.007%
2/17/2025Captrust Financial Advisors8,061$437K0.0%-5.1%0.002%
2/17/2025Baird Financial Group Inc.31,419$1.70M0.0%-9.5%0.007%
2/17/2025Bamco Inc. NY1,348,906$73.10M0.2%+22.6%0.304%
2/17/2025Bayesian Capital Management LP7,511$407K0.0%-78.7%0.002%
2/17/2025Bank of America Corp DE1,939,109$105.08M0.0%+12.5%0.438%
2/17/2025Benjamin Edwards Inc.15,540$842K0.0%+22.2%0.004%
2/17/2025BNP Paribas48,660$2.65M0.1%-2.8%0.011%
2/17/2025BNP Paribas Financial Markets3,371$183K0.0%N/A0.001%
2/17/2025Ameriprise Financial Inc.406,376$22.24M0.0%+139.2%0.092%
2/17/2025AXA S.A.21,149$1.15M0.0%-42.8%0.005%
2/14/2025Davidson Kahn Capital Management LLC47,491$2.57M2.4%N/A0.011%
2/14/2025Guardian Capital LP42,501$2.30M0.1%-3.0%0.010%
2/14/2025Kapitalo Investimentos Ltda995$54K0.0%N/A0.000%
2/14/2025Schonfeld Strategic Advisors LLC4,500$244K0.0%-11.8%0.001%
2/14/2025Northern Trust Corp426,594$23.12M0.0%+63.0%0.096%
2/14/2025The Manufacturers Life Insurance Company 2,114,114$114.72M0.1%-22.7%0.477%
2/14/2025Broad Run Investment Management LLC470,687$25.51M3.5%-12.0%0.106%
2/14/2025Nebula Research & Development LLC43,758$2.37M0.3%+20.7%0.010%
2/14/2025Van Den Berg Management I Inc.109,925$5.96M1.7%-0.3%0.025%
2/14/2025Evercore Wealth Management LLC6,196$336K0.0%-10.5%0.001%
2/14/2025Price T Rowe Associates Inc. MD13,910$754K0.0%+6.8%0.003%
2/14/2025Hsbc Holdings PLC707,892$38.38M0.0%+18.3%0.160%
2/14/2025IHT Wealth Management LLC4,926$267K0.0%-8.0%0.001%
2/14/2025Canal Capital Management LLC92,442$5.01M0.8%-1.2%0.021%
2/14/2025Stifel Financial Corp236,724$12.83M0.0%+3.2%0.053%
2/14/2025TD Waterhouse Canada Inc.1,303,653$70.42M0.6%+0.8%0.294%
2/14/2025Tower Research Capital LLC TRC 5,511$299K0.0%-48.1%0.001%
2/14/2025Mirabella Financial Services LLP15,402$832K0.1%N/A0.003%
2/14/2025Natixis29,584$1.60M0.0%-26.4%0.007%
2/14/2025Ossiam75,054$4.07M0.1%+1.1%0.017%
2/14/2025Bank of Nova Scotia Trust Co.5,235$284K0.0%-7.8%0.001%
2/14/2025Beck Mack & Oliver LLC103,651$5.62M0.1%-1.1%0.023%
2/14/2025Capital International Inc. CA 242,391$13.14M0.2%+13.5%0.055%
2/14/2025Dimensional Fund Advisors LP6,318$342K0.0%-38.8%0.001%
2/14/2025Capital World Investors23,855,435$1.29B0.2%0.0%5.383%
2/14/2025First Trust Advisors LP44,894$2.43M0.0%-16.6%0.010%
2/14/2025Capital International Ltd. CA161,077$8.73M0.4%+0.3%0.036%
2/14/2025Capital Group Private Client Services Inc.72,538$3.93M0.0%+75.3%0.016%
2/14/2025Capital International Investors16,116,518$873.35M0.2%+0.7%3.637%
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2/14/2025Capital International Sarl235,964$12.79M0.3%+7.1%0.053%
2/13/2025CANADA LIFE ASSURANCE Co300,112$16.21M0.0%-6.3%0.068%
2/13/2025Marshall Wace LLP799,435$43.32M0.1%N/A0.180%
2/13/2025NewEdge Advisors LLC858$47K0.0%+61.0%0.000%
2/13/2025United Capital Financial Advisors LLC5,352$290K0.0%-7.8%0.001%
2/13/2025XTX Topco Ltd4,840$262K0.0%-80.3%0.001%
2/13/2025Mariner LLC46,201$2.50M0.0%-5.3%0.010%
2/13/2025Barclays PLC7,492$406K0.0%+274.0%0.002%
2/13/2025Bragg Financial Advisors Inc201,323$10.92M0.4%+0.3%0.045%
2/13/2025Advisors Capital Management LLC6,285$341K0.0%-8.5%0.001%
(Data available from 1/1/2016 forward)

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BAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAM shares?

During the previous two years, 519 institutional investors and hedge funds held shares of Brookfield Asset Management. The most heavily invested institutionals were Capital World Investors ($1.29B), Partners Value Investments L.P. ($1.24B), FMR LLC ($1.06B), Brookfield Corp ON ($998.88M), Vanguard Group Inc. ($916.68M), TD Asset Management Inc. ($903.32M), and Capital International Investors ($873.35M).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 417 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 ($12.60M), Norges Bank ($11.27M), Capital International Investors ($7.45M), FIL Ltd ($5.53M), TD Asset Management Inc ($5.20M), 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 111,749,163 shares in the last 24 months. This purchase volume represents approximately $4.45B in transactions.

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

Of the 286 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: Capital International Investors ($9.28M), The Manufacturers Life Insurance Company ($9.10M), JARISLOWSKY FRASER Ltd ($4.87M), Principal Financial Group Inc. ($3.61M), Akre Capital Management LLC ($3.40M), Mackenzie Financial Corp ($2.48M), and CIBC Asset Management Inc ($2.20M).

How much institutional selling is happening at Brookfield Asset Management?

Institutional investors have sold a total of 72,398,721 shares in the last 24 months. This volume of shares sold represents approximately $2.97B in transactions.



This page (NYSE:BAM) was last updated on 4/15/2025 by MarketBeat.com Staff
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