# BROOKFIELD ASSET MANAGMT LTD (BAM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BAM/

- Reporting holders: 20
- Reported value: $43.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $40.3M | 903,098 | 0.9% | 16 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $885.9K | 19,825 | 0.2% | 15 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $509.0K | 11,547 | 0.2% | 16 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $401.4K | 9,005 | 0.0% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $235.2K | 5,275 | 0.0% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $230.0K | 5,092 | 0.0% | 1 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $224.5K | 5,037 | 0.2% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $190.7K | 4,277 | 0.0% | 12 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $90.3K | 2,025 | 0.0% | 15 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $87.3K | 1,953 | 0.0% | 10 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $70.3K | 1,577 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $25.4K | 569 | 0.0% | 9 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $9.6K | 216 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $8.9K | 200 | 0.0% | 4 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $7.4K | 166 | 0.0% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $7.0K | 158 | 0.0% | 2 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $4.1K | 91 | 0.0% | 1 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $2.4K | 53,100 | 0.0% | 14 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $2.3K | 51 | 0.0% | 2 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $535 | 12 | 0.0% | 4 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $223 | 5 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $7 | 151 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $43.3M |
| Q2 2026 | 633 | $67.8B |
| Q1 2026 | 637 | $66.3B |
| Q4 2025 | 632 | $78.2B |
| Q3 2025 | 596 | $85.4B |
| Q2 2025 | 611 | $84.2B |
| Q1 2025 | 595 | $72.2B |
| Q4 2024 | 575 | $17.5B |
| Q3 2024 | 554 | $14.1B |
| Q2 2024 | 531 | $11.4B |
| Q1 2024 | 497 | $11.9B |
| Q4 2023 | 480 | $11.0B |