BAM · Brookfield Asset Management Ltd. · Shareholders & Ownership
$47.33
+0.30 (+0.64%)
At close · Oct 26
Return incl. dividend (before tax)
Market Cap
$75.12B
Shares
1.60B
Volume · Oct 26
155K
Avg daily vol (3M)
2.77M
Every disclosed holder of BAM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns BAM
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 1,489,021,027 | 93.22% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 108,230,606 | 6.78% |
| Registered funds (N-PORT, not summed) | 71,188,312 | 4.46% |
Shares outstanding: 1,597,251,633, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of BAM
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BROOKFIELD Corp /ON/
13F
CIK 1001085 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,193,021,145 | ||
| 2 |
Partners Value Investments L.P.
13F
CIK 1162777 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,588,407 | ||
| 3 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,259,887 | ||
| 4 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,551,754 | ||
| 4.1 |
MidCap Fund
Fund
S000007075 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
9,166,959 | ||
| 4.2 |
MidCap Account
Fund
S000007662 · Registered fund · Jun 30, 2026
Principal Variable Contract Funds, Inc, not summed
|
211,112 | ||
| 4.3 |
Blue Chip Fund
Fund
S000037378 · Registered fund · May 31, 2026
Principal Funds, Inc, not summed
|
190,697 | ||
| 4.4 |
LargeCap Growth Fund I
Fund
S000007077 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
9,936 | ||
| 4.5 |
LargeCap Growth Account I
Fund
S000007682 · Registered fund · Jun 30, 2026
Principal Variable Contract Funds, Inc, not summed
|
1,174 | ||
| 5 |
Capital World Investors
13F
CIK 1422849 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,485,369 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,604,929 | ||
| 7 |
TD Asset Management Inc
13F
CIK 1056053 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,836,730 | ||
| 8 |
BANK OF MONTREAL /CAN/
13F
CIK 927971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,754,386 | ||
| 9 |
MACKENZIE FINANCIAL CORP
13F
CIK 919859 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,748,249 | ||
| 10 |
Capital International Investors
13F
CIK 1562230 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,664,210 | ||
| 11 |
Income Fund of America
Fund
S000008814 · Registered fund · Jul 31, 2026
Income Fund of America, not summed
|
7,125,198 | ||
| 12 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,876,269 | ||
| 12.1 |
Global Strategist Portfolio
Fund
S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
1,472 | ||
| 12.2 |
E*TRADE No Fee International Index Fund
Fund
S000090719 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
1,021 | ||
| 12.3 |
Global Strategist Portfolio
Fund
S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
194 | ||
| 13 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,168,410 | ||
| 13.1 |
iShares Russell 1000 Growth ETF
Fund
S000004346 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,350,714 | ||
| 13.2 |
iShares MSCI Canada ETF
Fund
S000004265 · Registered fund · May 31, 2026
iShares, Inc., not summed
|
729,396 | ||
| 13.3 |
iShares Core MSCI Total International Stock ETF
Fund
S000038931 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
449,958 | ||
| 13.4 |
iShares Core MSCI International Developed Markets ETF
Fund
S000056604 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
370,297 | ||
| 13.5 |
iShares Russell 1000 ETF
Fund
S000004347 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
267,133 | ||
| 14 |
Washington Mutual Investors Fund
Fund
S000009388 · Registered fund · Jul 31, 2026
Washington Mutual Investors Fund, not summed
|
6,105,079 | ||
| 15 |
CIBC Asset Management Inc
13F
CIK 1021926 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,701,677 | ||
| 16 |
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
Fund
S000002932 · Registered fund · Jul 31, 2026
VANGUARD STAR FUNDS, not summed
|
5,588,496 | ||
| 17 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,329,761 | ||
| 17.1 |
Fidelity Series Canada Fund
Fund
S000058342 · Registered fund · Jul 31, 2026
Fidelity Investment Trust, not summed
|
3,158,422 | ||
| 17.2 |
Fidelity SAI Canada Equity Index Fund
Fund
S000085736 · Registered fund · Jul 31, 2026
Fidelity Concord Street Trust, not summed
|
1,693,809 | ||
| 17.3 |
Fidelity Series Global ex U.S. Index Fund
Fund
S000026422 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
650,799 | ||
| 17.4 |
Fidelity Large Cap Growth Index Fund
Fund
S000054095 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
465,673 | ||
| 17.5 |
Fidelity Dividend Growth Fund
Fund
S000007197 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
442,700 | ||
| 18 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,996,073 | ||
| 19 |
NEUBERGER BERMAN GROUP LLC
13F
CIK 1465109 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,854,713 | ||
| 19.1 |
Neuberger Long Short Fund
Fund
S000035446 · Registered fund · Jul 31, 2026
NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed
|
2,760,889 | ||
| 19.2 |
Neuberger Large Cap Growth Fund
Fund
S000007849 · Registered fund · May 31, 2026
NEUBERGER BERMAN EQUITY FUNDS, not summed
|
731,064 | ||
| 19.3 |
Neuberger Growth ETF
Fund
S000089172 · Registered fund · May 31, 2026
Neuberger Berman ETF Trust, not summed
|
4,595 | ||
| 20 |
TD Waterhouse Canada Inc.
13F
CIK 1999606 · Unknown · Sep 30, 2026
|
4,721,969 | ||
| 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,686,883 | ||
| 21.1 |
International Strategic Equity Allocation Fund
Fund
S000055170 · Registered fund · May 31, 2026
John Hancock Funds II, not summed
|
59,431 | ||
| 21.2 |
Multi-Asset High Income Fund
Fund
S000045160 · Registered fund · May 31, 2026
John Hancock Funds II, not summed
|
2,485 | ||
| 22 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,601,246 | ||
| 23 |
Beutel, Goodman & Co Ltd.
13F
CIK 1361974 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,579,477 | ||
| 24 |
New Perspective Fund
Fund
S000009613 · Registered fund · Jun 30, 2026
New Perspective Fund, not summed
|
4,169,776 | ||
| 25 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,918,684 | ||
| 25.1 |
Goldman Sachs ActiveBeta(R) International Equity ETF
Fund
S000048289 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
194,601 | ||
| 25.2 |
Goldman Sachs Large Cap Growth Insights Fund
Fund
S000009328 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
39,068 | ||
| 25.3 |
Goldman Sachs MarketBeta Total International Equity ETF
Fund
S000078890 · Registered fund · May 29, 2026
Goldman Sachs ETF Trust II, not summed
|
6,061 | ||
| 25.4 |
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Fund
S000083006 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
3,019 | ||
| 25.5 |
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Fund
S000083005 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
2,325 | ||
| 26 |
|
3,755,973 | ||
| 26.1 |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
Fund
S000014038 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
446,734 | ||
| 26.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
132,500 | ||
| 26.3 |
State Street Global All Cap Equity ex-U.S. Index Portfolio
Fund
S000046032 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
115,308 | ||
| 26.4 |
State Street(R) SPDR(R) MSCI ACWI ex-US ETF
Fund
S000014042 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
27,936 | ||
| 26.5 |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund
S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
9,316 | ||
| 27 |
NATIONAL BANK OF CANADA /FI/
13F
CIK 926171 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,708,355 | ||
| 28 |
VANGUARD DEVELOPED MARKETS INDEX FUND
Fund
S000004386 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
3,697,265 | ||
| 29 |
Caisse de depot et placement du Quebec
13F
CIK 898286 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,679,099 | ||
| 30 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,629,105 | ||
| 30.1 |
MFS Massachusetts Investors Growth Stock Fund
Fund
S000000695 · Registered fund · May 31, 2026
MFS Massachusetts Investors Growth Stock Fund, not summed
|
1,634,404 | ||
| 30.2 |
MFS Massachusetts Investors Growth Stock Portfolio
Fund
S000002639 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST II, not summed
|
155,517 | ||
| 30.3 |
MFS Global Growth Fund
Fund
S000002490 · Registered fund · Jul 31, 2026
MFS Series Trust VIII, not summed
|
136,803 | ||
| 30.4 |
MFS Active Growth ETF
Fund
S000085667 · Registered fund · May 31, 2026
MFS Active Exchange Traded Funds Trust, not summed
|
19,945 | ||
| 30.5 |
MFS Global Growth Portfolio
Fund
S000002660 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST II, not summed
|
8,028 | ||
| 31 |
CIBC WORLD MARKET INC.
13F
CIK 1421224 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,568,168 | ||
| 32 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,445,377 | ||
| 33 |
DAVENPORT & Co LLC
13F
CIK 887777 · Registered investment adviser · Sep 30, 2026
|
3,311,327 | ||
| 33.1 |
DAVENPORT VALUE & INCOME FUND
Fund
S000030554 · Registered fund · Jun 30, 2026
Williamsburg Investment Trust, not summed
|
503,572 | ||
| 33.2 |
DAVENPORT EQUITY OPPORTUNITIES FUND
Fund
S000030555 · Registered fund · Jun 30, 2026
Williamsburg Investment Trust, not summed
|
412,820 | ||
| 33.3 |
DAVENPORT BALANCED INCOME FUND
Fund
S000052150 · Registered fund · Jun 30, 2026
Williamsburg Investment Trust, not summed
|
76,217 | ||
| 34 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,016,329 | ||
| 35 |
BANK OF NOVA SCOTIA
13F
CIK 9631 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,911,831 | ||
| 36 |
Vanguard Global Advisers, LLC
13F
CIK 1811242 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,904,268 | ||
| 37 |
FIL Ltd
13F
CIK 318989 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,828,174 | ||
| 38 |
American Balanced Fund
Fund
S000008801 · Registered fund · Jun 30, 2026
American Balanced Fund, not summed
|
2,662,697 | ||
| 39 |
COOKE & BIELER LP
13F
CIK 24386 · Registered investment adviser · Sep 30, 2026
|
2,417,157 | ||
| 40 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,329,537 | ||
| 41 |
Markel Group Inc.
13F
CIK 1096343 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,193,953 | ||
| 42 |
Douglass Winthrop Advisors, LLC
13F
CIK 1308527 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,095,371 | ||
| 43 |
SCOTIA CAPITAL INC.
13F
CIK 1335644 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,053,526 | ||
| 44 |
TORONTO DOMINION BANK
13F
CIK 947263 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,765,437 | ||
| 45 |
Polar Asset Management Partners Inc.
13F
CIK 1326389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,650,165 | ||
| 46 |
CANADA PENSION PLAN INVESTMENT BOARD
13F
CIK 1283718 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,641,737 | ||
| 47 |
INTACT INVESTMENT MANAGEMENT INC.
13F
CIK 1443077 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,609,078 | ||
| 48 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,599,818 | ||
| 49 |
Madison Asset Management, LLC
13F
CIK 1299351 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,570,419 | ||
| 49.1 |
Madison Mid Cap Fund
Fund
S000020651 · Registered fund · Jul 31, 2026
MADISON FUNDS, not summed
|
726,347 | ||
| 49.2 |
Mid Cap Fund
Fund
S000019983 · Registered fund · Jun 30, 2026
ULTRA SERIES FUND, not summed
|
43,531 | ||
| 50 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,563,571 |
42 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 729 holders
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Key facts
CIK
1937926
CUSIP
113004105
13F (30d)
130 filings
130 filers
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