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BAM

Brookfield Asset Management Ltd.
$45.87 +0.47 (+1.04%) At close · Jul 2
Market Cap
$73.25B
Shares
1,596,786,435

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 633
Total Value: $66,135,982,749
Total Shares: 1,487,873,601
Showing 1–100 of 652 holdings by value · page 1 of 7

Institutional Ownership Trend

15 quarters

Superinvestors Holding BAM

All superinvestors →
Thomas Gayner $97,521,210 Ray Dalio $1,350,346 Joel Greenblatt $490,061

Holder Concentration

Across 631 13F filers
Top Holder
80.2%
Jun 2023 → Mar 2026 · range 10.3% – 80.2%
of institutional value
Top 5
85.3%
Jun 2023 → Mar 2026 · range 36.1% – 86.2%
of institutional value
Top 10
88.7%
Jun 2023 → Mar 2026 · range 57.2% – 90.9%
of institutional value
HHI
6,441
Jun 2023 → Mar 2026 · range 421 – 6,441
Highly concentrated
Showing 100 of 652
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Large BROOKFIELD Corp /ON/ $53,029,789,895 80.18% 1,193,021,145
Mid Partners Value Investments L.P. $1,315,204,691 1.99% 29,588,407
Mega ROYAL BANK OF CANADA Bank $876,094,248 1.32% 19,709,657
Mega TD Asset Management Inc $595,836,380 0.90% 13,404,643
Mega PRINCIPAL FINANCIAL GROUP INC $566,095,063 0.86% 12,735,547
Mega VANGUARD CAPITAL MANAGEMENT LLC $514,142,482 0.78% 11,566,760
Mega Capital World Investors $467,441,889 0.71% 10,516,128
Mega BANK OF MONTREAL /CAN/ Bank $467,303,334 0.71% 10,513,011
Large MACKENZIE FINANCIAL CORP $434,062,606 0.66% 9,765,188
Mega FMR LLC $406,681,227 0.61% 9,149,184
Mega Capital International Investors $338,828,303 0.51% 7,622,684
Mega MORGAN STANLEY $256,092,536 0.39% 5,761,362
Mega FIL Ltd $252,260,861 0.38% 5,675,160
Mega BlackRock, Inc. $245,214,864 0.37% 5,516,645
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $236,452,041 0.36% 5,319,506
Large CIBC Asset Management Inc $234,838,684 0.36% 5,283,210
Large Beutel, Goodman & Co Ltd. $230,656,072 0.35% 5,189,113
Mega GEODE CAPITAL MANAGEMENT, LLC $217,238,395 0.33% 4,887,253
Large TD Waterhouse Canada Inc. $209,277,800 0.32% 4,708,162
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $172,734,875 0.26% 3,886,049
Mega STATE STREET CORP $169,683,341 0.26% 3,817,398
Mega NEUBERGER BERMAN GROUP LLC $167,772,656 0.25% 3,774,413
Large CIBC WORLD MARKET INC. $163,868,614 0.25% 3,686,583
Mega BANK OF AMERICA CORP /DE/ Bank $153,279,199 0.23% 3,448,351
Mega VANGUARD FIDUCIARY TRUST CO Bank $152,306,680 0.23% 3,426,472
Large DAVENPORT & Co LLC $151,468,442 0.23% 3,407,614
Mega GOLDMAN SACHS GROUP INC $143,742,362 0.22% 3,233,799
Mid COOKE & BIELER LP $137,147,274 0.21% 3,085,428
Large BANK OF NOVA SCOTIA Bank $133,428,320 0.20% 3,001,762
Mega Vanguard Global Advisers, LLC $119,313,045 0.18% 2,684,208
Large NATIONAL BANK OF CANADA /FI/ Bank $110,247,511 0.17% 2,480,259
Mega Legal & General Group Plc $98,729,627 0.15% 2,221,139
Large Markel Group Inc. $97,521,210 0.15% 2,193,953
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $96,540,599 0.15% 2,171,892
Mid Douglass Winthrop Advisors, LLC $93,755,851 0.14% 2,109,243
Mega D. E. Shaw & Co., Inc. $87,057,636 0.13% 1,958,552
Large SCOTIA CAPITAL INC. $85,806,146 0.13% 1,930,397
Mega JANE STREET GROUP, LLC $83,511,814 0.13% 1,878,781
Large TORONTO DOMINION BANK Bank $76,324,560 0.12% 1,717,088
Mid Madison Asset Management, LLC $74,458,195 0.11% 1,675,100
Mid INTACT INVESTMENT MANAGEMENT INC. $73,838,917 0.11% 1,661,168
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $71,595,615 0.11% 1,610,700
Mega Invesco Ltd. $71,380,428 0.11% 1,605,859
Large Walleye Trading LLC $69,897,625 0.11% 1,572,500
Mega JPMORGAN CHASE & CO $68,989,240 0.10% 1,552,064
Large FIRST MANHATTAN CO. LLC. $49,208,150 0.07% 1,107,045
Large RENAISSANCE TECHNOLOGIES LLC $49,042,796 0.07% 1,103,325
Large Connor, Clark & Lunn Investment Management Ltd. $47,031,344 0.07% 1,058,073
Mega NORTHERN TRUST CORP Bank $46,840,297 0.07% 1,053,775
Mega Nuveen, LLC $46,339,612 0.07% 1,042,511
Mega Bank of New York Mellon Corp Bank $44,789,815 0.07% 1,007,645
Mid ADAPT Investment Managers SA $44,450,000 0.07% 1,000,000
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $41,871,900 0.06% 942,000
Large Federation des caisses Desjardins du Quebec $41,131,540 0.06% 925,344
Large BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp $41,058,465 0.06% 923,700
Mid Fenimore Asset Management Inc $40,800,610 0.06% 917,899
Large Corient Private Wealth LLC $40,063,006 0.06% 901,305
Large NATIXIS ADVISORS, LLC $37,308,707 0.06% 839,341
Large HRT FINANCIAL LP $36,913,724 0.06% 830,455
Large JONES FINANCIAL COMPANIES LLLP $36,585,371 0.06% 823,068
Large 1832 Asset Management L.P. $35,912,132 0.05% 807,922
Mega DEUTSCHE BANK AG\ Bank $35,198,441 0.05% 791,866
Mega VANGUARD ASSET MANAGEMENT, Ltd $34,419,279 0.05% 774,337
Mega Amundi $31,305,912 0.05% 704,295
Large Caisse de depot et placement du Quebec $30,759,400 0.05% 692,000
Mega UBS Group AG $29,092,256 0.04% 654,494
Mega CITADEL ADVISORS LLC $29,043,630 0.04% 653,400
Mega WELLS FARGO & COMPANY/MN $28,706,564 0.04% 645,817
Small Broad Run Investment Management, LLC $26,831,664 0.04% 603,637
Mid Sather Financial Group Inc $25,412,465 0.04% 571,709
Mid Quadrature Capital Ltd $25,185,370 0.04% 566,600
Mid MUFG SECURITIES (CANADA), LTD. Broker-Dealer $24,838,882 0.04% 558,805
Mega AQR CAPITAL MANAGEMENT LLC $24,739,623 0.04% 556,572
Small GFI Investment Counsel Ltd. $24,658,770 0.04% 554,753
Mega BARCLAYS PLC $22,732,129 0.03% 511,409
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $20,810,955 0.03% 468,188
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $20,104,735 0.03% 452,300
Mega ENVESTNET ASSET MANAGEMENT INC $20,049,439 0.03% 451,056
Small NICOLA WEALTH MANAGEMENT LTD. $19,280,543 0.03% 433,758
Small PORTLAND INVESTMENT COUNSEL INC. $18,775,102 0.03% 422,387
Large CI INVESTMENTS INC. $18,236,501 0.03% 410,270
Large BAMCO INC /NY/ $17,694,300 0.03% 398,072
Mega CITADEL ADVISORS LLC $17,086,091 0.03% 384,389
Large CANADA LIFE ASSURANCE Co Insurance $16,958,564 0.03% 381,520
Mega VAN ECK ASSOCIATES CORP $16,741,380 0.03% 376,634
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $16,664,305 0.03% 374,900
Large Fiera Capital Corp $16,510,685 0.02% 371,444
Mid GUARDIAN CAPITAL LP $15,941,814 0.02% 358,646
Large AVIVA PLC $15,611,373 0.02% 351,212
Mid MONTRUSCO BOLTON INVESTMENTS INC. $15,352,185 0.02% 345,381
Mid Guardian Partners Inc. $15,184,564 0.02% 341,610
Mid MCDONALD CAPITAL INVESTORS INC/CA $15,070,105 0.02% 339,035
Large SG Americas Securities, LLC Broker-Dealer $14,640,229 0.02% 329,364
Mid Marathon Asset Management Ltd $14,435,226 0.02% 324,752
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $14,337,525 0.02% 322,554
Mega RHUMBLINE ADVISERS $13,966,101 0.02% 314,198
Mid Partners Group Holding AG $13,695,045 0.02% 308,100
Large Capital International, Inc./CA/ $13,162,534 0.02% 296,120
Large Korea Investment CORP $13,085,324 0.02% 294,383
Mid Sequoia Financial Advisors, LLC $12,965,398 0.02% 291,685
Key facts CIK 1937926 CUSIP 113004105 13F (30d) 10 filings 9 filers Visit website Investor relations

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