BROOKFIELD ASSET MANAGMT LTD (BAM)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
598
Reporting holders
$67.0B
Reported value
0.4%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Brookfield Corp /ON/ | $53.5B | 1,193,021,145 | 69.50% | 6q | HELD |
| Partners Value Investments L.P. | $1.3B | 29,588,407 | 13.55% | 12q | HELD |
| ROYAL BANK OF CANADA | $971.4M | 21,259,887 | 0.14% | 15q | +7.9%+$70.8M |
| PRINCIPAL FINANCIAL GROUP INC | $607.8M | 13,551,754 | 0.30% | 15q | +6.4%+$36.6M |
| Capital World Investors | $604.8M | 13,485,369 | 0.07% | 15q | +28.2%+$133.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $520.6M | 11,604,929 | 0.01% | 2q | HELD |
| MACKENZIE FINANCIAL CORP | $492.9M | 7,748,249 | 0.49% | 15q | -20.7%-$128.3M |
| BANK OF MONTREAL /CAN/ | $492.8M | 10,754,386 | 0.16% | 15q | +2.3%+$11.1M |
| TD Asset Management Inc | $485.9M | 10,836,730 | 0.42% | 15q | -19.2%-$115.2M |
| Capital International Investors | $343.7M | 7,664,210 | 0.07% | 15q | +0.5%+$1.9M |
| MORGAN STANLEY | $308.4M | 6,876,269 | 0.02% | 15q | +19.4%+$50.0M |
| BlackRock, Inc. | $276.7M | 6,168,410 | 0.00% | 8q | +11.8%+$29.2M |
| CIBC Asset Management Inc | $256.7M | 5,701,677 | 0.56% | 15q | +7.9%+$18.8M |
| FMR LLC | $239.1M | 5,329,761 | 0.01% | 15q | -41.7%-$171.3M |
| TD Waterhouse Canada Inc. | $227.4M | 5,003,128 | 0.60% | 15q | +6.3%+$13.4M |
| NORGES BANK | $223.9M | 4,996,073 | 0.02% | 13q | -0.7%-$1.5M |
| NEUBERGER BERMAN GROUP LLC | $217.7M | 4,854,713 | 0.14% | 15q | +28.6%+$48.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $215.1M | 4,601,246 | 0.01% | 15q | -5.9%-$13.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $209.9M | 4,686,883 | 0.16% | 15q | -11.9%-$28.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $189.7M | 3,629,105 | 0.06% | 15q | -6.6%-$13.4M |
| GOLDMAN SACHS GROUP INC | $175.8M | 3,918,684 | 0.02% | 15q | +21.2%+$30.7M |
| NATIONAL BANK OF CANADA /FI/ | $170.6M | 3,708,355 | 0.12% | 14q | +49.5%+$56.5M |
| STATE STREET CORP | $168.5M | 3,755,973 | 0.00% | 9q | -1.6%-$2.8M |
| Caisse de depot et placement du Quebec | $165.0M | 3,679,099 | 0.24% | 2q | +431.7%+$133.9M |
| CIBC WORLD MARKET INC. | $160.0M | 3,568,168 | 0.26% | 15q | -3.2%-$5.3M |
| VANGUARD FIDUCIARY TRUST CO | $154.6M | 3,445,377 | 0.03% | 2q | +0.6%+$848.0K |
| DAVENPORT & Co LLC | $149.7M | 3,357,238 | 0.74% | 15q | -1.5%-$2.2M |
| COOKE & BIELER LP | $137.4M | 3,064,050 | 1.59% | 15q | -0.7%-$958.8K |
| BANK OF AMERICA CORP /DE/ | $135.3M | 3,016,329 | 0.01% | 15q | -12.5%-$19.4M |
| BANK OF NOVA SCOTIA | $130.7M | 2,911,831 | 0.20% | 15q | -3.0%-$4.0M |
| Vanguard Global Advisers, LLC | $130.3M | 2,904,268 | 0.06% | 2q | +8.2%+$9.9M |
| FIL Ltd | $126.9M | 2,828,174 | 0.09% | 15q | -50.2%-$127.7M |
| Legal & General Group Plc | $104.5M | 2,329,537 | 0.02% | 15q | +4.9%+$4.9M |
| Markel Group Inc. | $98.4M | 2,193,953 | 0.75% | 15q | HELD |
| Douglass Winthrop Advisors, LLC | $94.0M | 2,095,371 | 1.62% | 14q | -0.7%-$622.2K |
| SCOTIA CAPITAL INC. | $92.0M | 2,053,526 | 0.34% | 15q | +6.4%+$5.5M |
| JANE STREET GROUP, LLC | $82.9M | 1,563,571 | 0.01% | 15q | -16.8%-$16.7M |
| TORONTO DOMINION BANK | $80.0M | 1,765,437 | 0.09% | 15q | +2.8%+$2.2M |
| Polar Asset Management Partners Inc. | $74.0M | 1,650,165 | 1.22% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $73.6M | 1,641,737 | 0.04% | 15q | -24.4%-$23.8M |
| INTACT INVESTMENT MANAGEMENT INC. | $72.2M | 1,609,078 | 2.05% | 6q | -3.1%-$2.3M |
| MILLENNIUM MANAGEMENT LLC | $71.2M | 1,509,083 | 0.03% | 9q | +614.0%+$61.2M |
| Madison Asset Management, LLC | $70.4M | 1,570,419 | 0.84% | 15q | -6.2%-$4.7M |
| JPMORGAN CHASE & CO | $70.4M | 1,599,818 | 0.00% | 15q | +3.1%+$2.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $64.9M | 89,854 | 0.01% | 14q | -72.1%-$168.1M |
| 1832 Asset Management L.P. | $56.9M | 1,269,340 | 0.03% | 15q | +57.1%+$20.7M |
| JONES FINANCIAL COMPANIES LLLP | $53.9M | 1,208,246 | 0.02% | 9q | +46.8%+$17.2M |
| Federation des caisses Desjardins du Quebec | $52.7M | 1,178,219 | 0.16% | 15q | +27.3%+$11.3M |
| Quadrature Capital Ltd | $52.6M | 1,173,362 | 0.45% | 3q | +107.1%+$27.2M |
| NORTHERN TRUST CORP | $49.4M | 1,101,554 | 0.01% | 15q | +4.5%+$2.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $49.0M | 1,091,775 | 0.09% | 15q | +3.2%+$1.5M |
| Nuveen, LLC | $48.9M | 1,089,912 | 0.01% | 6q | +4.5%+$2.1M |
| FIRST MANHATTAN CO. LLC. | $47.9M | 1,069,167 | 0.12% | 15q | -3.4%-$1.7M |
| Alyeska Investment Group, L.P. | $47.7M | 1,063,448 | 0.12% | new | NEW |
| ADAPT Investment Managers SA | $44.9M | options only | 0.36% | 2q | OPTIONS |
| Sather Financial Group Inc | $42.4M | 944,347 | 2.43% | 15q | +65.2%+$16.7M |
| Bank of New York Mellon Corp | $41.9M | 934,507 | 0.01% | 15q | -7.3%-$3.3M |
| Fenimore Asset Management Inc | $40.7M | 908,085 | 0.84% | 15q | -1.1%-$440.2K |
| VANGUARD ASSET MANAGEMENT, Ltd | $37.7M | 839,902 | 0.03% | 2q | +8.5%+$2.9M |
| Public Sector Pension Investment Board | $37.5M | 835,668 | 0.05% | 15q | +1261.1%+$34.7M |
| Amundi | $35.0M | 778,923 | 0.01% | 15q | +10.6%+$3.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $34.5M | 768,961 | 0.22% | 15q | -16.8%-$6.9M |
| DEUTSCHE BANK AG\ | $31.5M | 702,508 | 0.01% | 15q | -11.3%-$4.0M |
| WELLS FARGO & COMPANY/MN | $30.8M | 687,238 | 0.00% | 15q | -46.8%-$27.1M |
| OMERS ADMINISTRATION Corp | $30.3M | 675,600 | 0.18% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $30.2M | 672,964 | 0.00% | 2q | +45.5%+$9.4M |
| Corient Private Wealth LP | $29.7M | 662,968 | 0.02% | 15q | -26.4%-$10.7M |
| AQR CAPITAL MANAGEMENT LLC | $28.5M | 635,125 | 0.01% | 6q | +14.1%+$3.5M |
| Invesco Ltd. | $28.2M | 628,251 | 0.00% | 15q | -60.9%-$43.8M |
| Broad Run Investment Management, LLC | $27.0M | 602,709 | 4.16% | 15q | HELD |
| UBS Group AG | $26.6M | 594,032 | 0.00% | 15q | -9.2%-$2.7M |
| SIG North Trading, ULC | $26.2M | options only | 0.48% | 13q | OPTIONS |
| D. E. Shaw & Co., Inc. | $25.4M | 567,472 | 0.01% | 3q | -71.0%-$62.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $24.4M | 544,903 | 0.02% | 7q | +16.4%+$3.4M |
| GFI Investment Counsel Ltd. | $24.2M | 541,297 | 3.29% | 3q | -2.4%-$602.4K |
| MUFG SECURITIES (CANADA), LTD. | $23.9M | 532,989 | 0.64% | 10q | -4.6%-$1.2M |
| NICOLA WEALTH MANAGEMENT LTD. | $23.1M | 515,658 | 2.66% | 15q | +18.9%+$3.7M |
| GUARDIAN CAPITAL LP | $23.0M | 512,297 | 0.56% | 15q | +42.8%+$6.9M |
| ENVESTNET ASSET MANAGEMENT INC | $22.0M | 489,638 | 0.01% | 15q | +8.6%+$1.7M |
| CITADEL ADVISORS LLC | $20.0M | 139,421 | 0.00% | 14q | -63.7%-$35.2M |
| Walleye Trading LLC | $19.8M | options only | 0.02% | 5q | OPTIONS |
| DDD Partners, LLC | $19.5M | 435,175 | 1.22% | new | NEW |
| Russell Investments Group, Ltd. | $19.3M | 431,006 | 0.02% | 15q | +274.2%+$14.1M |
| Balyasny Asset Management L.P. | $19.2M | 429,159 | 0.02% | new | NEW |
| PORTLAND INVESTMENT COUNSEL INC. | $18.9M | 422,387 | 5.28% | 15q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $18.8M | 418,500 | 0.02% | 5q | -7.5%-$1.5M |
| CI INVESTMENTS INC. | $18.4M | 410,315 | 0.06% | 14q | HELD |
| MONTRUSCO BOLTON INVESTMENTS INC. | $17.7M | 394,654 | 0.27% | 15q | +14.3%+$2.2M |
| Fiera Capital Corp | $17.1M | 380,446 | 0.06% | 15q | +2.4%+$403.6K |
| PICTON MAHONEY ASSET MANAGEMENT | $16.7M | 373,792 | 0.12% | new | NEW |
| Addenda Capital Inc. | $16.5M | 259,947 | 0.45% | 15q | +3.5%+$561.1K |
| Fideuram Asset Management (Ireland) dac | $16.5M | 252,291 | 0.31% | new | NEW |
| FRANKLIN RESOURCES INC | $15.1M | 336,511 | 0.00% | 15q | +109.7%+$7.9M |
| Guardian Partners Inc. | $14.8M | 329,729 | 1.34% | 7q | -3.5%-$533.4K |
| Quantinno Capital Management LP | $14.4M | 321,557 | 0.02% | 15q | +14.2%+$1.8M |
| RHUMBLINE ADVISERS | $14.3M | 319,025 | 0.01% | 13q | +1.5%+$216.5K |
| BARCLAYS PLC | $14.0M | 313,116 | 0.00% | 15q | -38.8%-$8.9M |
| Capital International, Inc./CA/ | $13.3M | 296,720 | 0.09% | 15q | HELD |
| RAYMOND JAMES FINANCIAL INC | $13.2M | 294,328 | 0.00% | 7q | +11.3%+$1.3M |
| AVIVA PLC | $12.9M | 288,054 | 0.02% | 15q | -18.0%-$2.8M |
Showing the largest 100 of 630 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 598 | $67.0B | 1,483,014,086 | 61 | 193 | 187 | 0.4% |
| Q1 2026 | 606 | $65.9B | 1,473,149,043 | 67 | 209 | 175 | 0.5% |
| Q4 2025 | 601 | $78.0B | 1,486,303,637 | 77 | 175 | 191 | 0.1% |
| Q3 2025 | 562 | $85.0B | 1,491,359,163 | 48 | 178 | 176 | 0.1% |
| Q2 2025 | 572 | $83.8B | 1,512,460,803 | 71 | 182 | 158 | 0.2% |
| Q1 2025 | 554 | $71.9B | 1,482,646,914 | 72 | 167 | 138 | 0.1% |
| Q4 2024 | 533 | $17.0B | 311,251,869 | 49 | 145 | 157 | 0.3% |
| Q3 2024 | 504 | $13.5B | 284,347,274 | 63 | 125 | 156 | 0.3% |
| Q2 2024 | 483 | $11.0B | 287,425,024 | 71 | 155 | 139 | 0.4% |
| Q1 2024 | 450 | $11.5B | 269,742,090 | 46 | 139 | 136 | 0.8% |
| Q4 2023 | 428 | $10.5B | 261,155,868 | 51 | 105 | 142 | 0.8% |
| Q3 2023 | 408 | $8.9B | 256,849,796 | 42 | 123 | 116 | 3.8% |
| Q2 2023 | 408 | $8.3B | 252,196,750 | 44 | 106 | 137 | 0.2% |
| Q1 2023 | 405 | $8.3B | 256,196,129 | 78 | 118 | 114 | 0.5% |
| Q4 2022 | 364 | $6.4B | 224,689,115 | 352 | 0 | 0 | 0.0% |