Who owns Brookfield Asset Management (BAM)
Which tracked institutional funds hold BAM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BAM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
127 tracked funds added or opened BAM while 120 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BAM’s largest tracked holder by dollar value, Brookfield Corp /ON/, sizes it at 69.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 69.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BAM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 590 tracked filers holding BAM, 269 increased or opened the position and 306 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BAM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 30
- Polar Asset Management Partners Inc.$74M
- Alyeska Investment Group, L.P.$48M
- OMERS ADMINISTRATION Corp$30M
- DDD Partners, LLC$20M
- BALYASNY ASSET MANAGEMENT L.P.$19M
- PICTON MAHONEY ASSET MANAGEMENT$17M
Full exits 44
- Beutel, Goodman & Co Ltd.$230M
- RENAISSANCE TECHNOLOGIES LLC$49M
- NATIXIS ADVISORS, LLC$37M
- HRT FINANCIAL LP$37M
- Amundi$31M
- CANADA LIFE ASSURANCE Co$17M
Largest adds
- Brookfield Corp /ON/$477M
- Capital World Investors$137M
- Caisse de depot et placement du Quebec$134M
- ROYAL BANK OF CANADA$77M
- MACKENZIE FINANCIAL CORP$59M
- MILLENNIUM MANAGEMENT LLC$58M
Largest trims
- FMR LLC$167M
- FIL Ltd$125M
- TD Asset Management Inc$108M
- D. E. Shaw & Co., Inc.$62M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$37M
- NORGES BANK$33M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Brookfield Corp /ON/ | 1,193,021,145 | $53.5B | 81.2% | 2026-Q2 |
| Partners Value Investments L.P. | 29,588,407 | $1.3B | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 21,259,887 | $954M | 1.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 13,551,754 | $608M | 0.9% | 2026-Q2 |
| Capital World Investors added | 13,485,369 | $605M | 0.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 11,604,929 | $521M | 0.8% | 2026-Q2 |
| TD Asset Management Inc trimmed | 10,836,730 | $486M | 0.7% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 10,754,386 | $482M | 0.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 7,748,249 | $493M | 0.7% | 2026-Q2 |
| Capital International Investors added | 7,664,210 | $344M | 0.5% | 2026-Q2 |
| MORGAN STANLEY added | 6,876,269 | $308M | 0.5% | 2026-Q2 |
| BlackRock, Inc. added | 6,168,410 | $277M | 0.4% | 2026-Q2 |
| CIBC Asset Management Inc added | 5,701,677 | $257M | 0.4% | 2026-Q2 |
| FMR LLC trimmed | 5,329,761 | $239M | 0.4% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 5,003,128 | $227M | 0.3% | 2026-Q2 |
| NORGES BANK trimmed | 4,996,073 | $224M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 4,854,713 | $218M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 4,686,883 | $210M | 0.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 4,601,246 | $215M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,918,684 | $176M | 0.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 3,755,973 | $168M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 3,708,355 | $166M | 0.3% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 3,679,099 | $165M | 0.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,629,105 | $190M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 3,568,168 | $160M | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 3,445,377 | $155M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 3,357,238 | $150M | 0.2% | 2026-Q2 |
| COOKE & BIELER LP trimmed | 3,064,050 | $137M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,016,329 | $135M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 2,911,831 | $131M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 2,904,268 | $130M | 0.2% | 2026-Q2 |
| FIL Ltd trimmed | 2,828,174 | $127M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 2,329,537 | $104M | 0.2% | 2026-Q2 |
| Markel Group Inc. | 2,193,953 | $98M | 0.1% | 2026-Q2 |
| Douglass Winthrop Advisors, LLC trimmed | 2,095,371 | $94M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 2,053,526 | $92M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK added | 1,765,437 | $79M | 0.1% | 2026-Q2 |
| Polar Asset Management Partners Inc. new | 1,650,165 | $74M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 1,641,737 | $74M | 0.1% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. trimmed | 1,609,078 | $72M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,599,818 | $70M | 0.1% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 1,570,419 | $70M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,563,571 | $70M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,509,083 | $68M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 1,269,340 | $57M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,208,246 | $54M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 1,178,219 | $53M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 1,173,362 | $53M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,101,554 | $49M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,091,775 | $49M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 1,089,912 | $49M | 0.1% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 1,069,167 | $48M | 0.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 1,063,448 | $48M | 0.1% | 2026-Q2 |
| Sather Financial Group Inc added | 944,347 | $42M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 934,507 | $42M | 0.1% | 2026-Q2 |
| Fenimore Asset Management Inc trimmed | 908,085 | $41M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 839,902 | $38M | 0.1% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp trimmed | 768,961 | $34M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 702,508 | $32M | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 687,238 | $31M | 0.0% | 2026-Q2 |
| OMERS ADMINISTRATION Corp new | 675,600 | $30M | 0.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 672,964 | $30M | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 635,125 | $28M | 0.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 628,251 | $28M | 0.0% | 2026-Q2 |
| Broad Run Investment Management, LLC trimmed | 602,709 | $27M | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 594,032 | $27M | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 567,472 | $25M | 0.0% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 544,903 | $24M | 0.0% | 2026-Q2 |
| GFI Investment Counsel Ltd. trimmed | 541,297 | $24M | 0.0% | 2026-Q2 |
| MUFG SECURITIES (CANADA), LTD. trimmed | 532,989 | $24M | 0.0% | 2026-Q2 |
| NICOLA WEALTH MANAGEMENT LTD. added | 515,658 | $23M | 0.0% | 2026-Q2 |
| GUARDIAN CAPITAL LP added | 512,297 | $23M | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 489,638 | $22M | 0.0% | 2026-Q2 |
| DDD Partners, LLC new | 435,175 | $20M | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 431,006 | $19M | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 429,159 | $19M | 0.0% | 2026-Q2 |
| PORTLAND INVESTMENT COUNSEL INC. | 422,387 | $19M | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 418,500 | $19M | 0.0% | 2026-Q2 |
| Public Sector Pension Investment Board added | 417,834 | $19M | 0.0% | 2026-Q2 |
| CI INVESTMENTS INC. added | 410,315 | $18M | 0.0% | 2026-Q2 |
| MONTRUSCO BOLTON INVESTMENTS INC. added | 394,654 | $18M | 0.0% | 2026-Q2 |
| Fiera Capital Corp added | 380,446 | $17M | 0.0% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 373,792 | $17M | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 336,511 | $15M | 0.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 331,484 | $15M | 0.0% | 2026-Q2 |
| Guardian Partners Inc. trimmed | 329,729 | $15M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 321,557 | $14M | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 319,025 | $14M | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 313,116 | $14M | 0.0% | 2026-Q2 |
| Capital International, Inc./CA/ added | 296,720 | $13M | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 294,328 | $13M | 0.0% | 2026-Q2 |
| AVIVA PLC trimmed | 288,054 | $13M | 0.0% | 2026-Q2 |
| America First Investment Advisors, LLC added | 285,378 | $13M | 0.0% | 2026-Q2 |
| Marathon Asset Management Ltd trimmed | 283,088 | $13M | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 281,732 | $13M | 0.0% | 2026-Q2 |
| BRUNI J V & CO /CO trimmed | 270,666 | $12M | 0.0% | 2026-Q2 |
| Partners Group Holding AG trimmed | 269,350 | $12M | 0.0% | 2026-Q2 |
| Addenda Capital Inc. added | 259,947 | $17M | 0.0% | 2026-Q2 |
| MCDONALD CAPITAL INVESTORS INC/CA trimmed | 253,457 | $11M | 0.0% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac new | 252,291 | $16M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.