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Who owns BAMWhat BAM owns — n/a

Who owns Brookfield Asset Management Ltd.?

Institutional ownership of BAM from SEC Form 13F filings across 388 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

388

13F holders

$63.44B

value, 2026 filers

88.5%

of shares outstanding (1.41B sh)

50

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BAM's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Brookfield Corp /ON/1.19B$53.51B69.5%74.7%0.0%
2ROYAL BANK OF CANADA21.3M$953.5M0.1%1.3%+7.9%
3PRINCIPAL FINANCIAL GROUP INC13.6M$607.8M0.3%0.8%+6.4%
4Capital World Investors13.5M$604.8M0.1%0.8%+28.2%
5VANGUARD CAPITAL MANAGEMENT LLC11.6M$520.6M0.0%0.7%-49.8%
6TD Asset Management Inc10.8M$485.9M0.4%0.7%-19.2%
7BANK OF MONTREAL /CAN/10.8M$481.9M0.2%0.7%+2.3%
8MACKENZIE FINANCIAL CORP7.7M$492.9M0.5%0.5%-20.7%
9Capital International Investors7.7M$343.7M0.1%0.5%+0.5%
10MORGAN STANLEY6.9M$308.4M0.0%0.4%+19.4%
11BlackRock, Inc.6.2M$276.7M0.0%0.4%+11.8%
12CIBC Asset Management Inc5.7M$256.7M0.6%0.4%+7.9%
13FMR LLC5.3M$239.1M0.0%0.3%-41.7%
14TD Waterhouse Canada Inc.5.0M$227.4M0.6%0.3%+6.3%
15NORGES BANKNEW5.0M$223.9M0.0%0.3%new
16NEUBERGER BERMAN GROUP LLC4.9M$217.7M0.1%0.3%+28.6%
17MANUFACTURERS LIFE INSURANCE COMPANY, THE4.7M$209.9M0.2%0.3%-11.9%
18GEODE CAPITAL MANAGEMENT, LLC4.6M$215.1M0.0%0.3%-5.9%
19GOLDMAN SACHS GROUP INC3.9M$175.8M0.0%0.2%+21.2%
20NATIONAL BANK OF CANADA /FI/3.7M$166.0M0.1%0.2%+49.5%
21Caisse de depot et placement du Quebec3.7M$165.0M0.2%0.2%+431.7%
22MASSACHUSETTS FINANCIAL SERVICES CO /MA/3.6M$189.7M0.1%0.2%-6.6%
23CIBC WORLD MARKET INC.3.6M$160.0M0.3%0.2%-3.2%
24VANGUARD FIDUCIARY TRUST CO3.4M$154.6M0.0%0.2%+0.6%
25BANK OF AMERICA CORP /DE/3.0M$135.3M0.0%0.2%-12.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.