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Who owns BAMWhat BAM owns — n/a

Who owns Brookfield Asset Management Ltd.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of BAM from SEC Form 13F filings across 621 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.

As of the 2026-06-30 reporting period, 621 institutions disclosed 1.49B shares of Brookfield Asset Management Ltd. worth $67.03B — about 92.8% of shares outstanding; the largest disclosed holder is Brookfield Corp /ON/. Source: SEC Form 13F filings, parsed by EvidInvest.

621

13F holders

$67.03B

value, 2026 filers

92.8%

of shares outstanding (1.49B sh)

77

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%74.3%0.0%
2Partners Value Investments L.P.29.6M$1.33B13.5%1.8%0.0%
3ROYAL BANK OF CANADA21.3M$953.5M0.1%1.3%+7.9%
4PRINCIPAL FINANCIAL GROUP INC13.6M$607.8M0.3%0.8%+6.4%
5Capital World Investors13.5M$604.8M0.1%0.8%+28.2%
6VANGUARD CAPITAL MANAGEMENT LLC11.6M$520.6M0.0%0.7%+0.3%
7TD Asset Management Inc10.8M$485.9M0.4%0.7%-19.2%
8BANK OF MONTREAL /CAN/10.8M$481.9M0.2%0.7%+2.3%
9MACKENZIE FINANCIAL CORP7.7M$492.9M0.5%0.5%-20.7%
10Capital International Investors7.7M$343.7M0.1%0.5%+0.5%
11MORGAN STANLEY6.9M$308.4M0.0%0.4%+19.4%
12BlackRock, Inc.6.2M$276.7M0.0%0.4%+11.8%
13CIBC Asset Management Inc5.7M$256.7M0.6%0.4%+7.9%
14FMR LLC5.3M$239.1M0.0%0.3%-41.7%
15TD Waterhouse Canada Inc.5.0M$227.4M0.6%0.3%+6.3%
16NORGES BANKNEW5.0M$223.9M0.0%0.3%new
17NEUBERGER BERMAN GROUP LLC4.9M$217.7M0.1%0.3%+28.6%
18MANUFACTURERS LIFE INSURANCE COMPANY, THE4.7M$209.9M0.2%0.3%-11.9%
19GEODE CAPITAL MANAGEMENT, LLC4.6M$215.1M0.0%0.3%-5.9%
20Beutel, Goodman & Co Ltd.4.6M$205.4M1.5%0.3%-11.7%
21GOLDMAN SACHS GROUP INC3.9M$175.8M0.0%0.2%+21.2%
22STATE STREET CORP3.8M$168.5M0.0%0.2%-1.6%
23NATIONAL BANK OF CANADA /FI/3.7M$166.0M0.1%0.2%+49.5%
24Caisse de depot et placement du Quebec3.7M$165.0M0.2%0.2%+431.7%
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/3.6M$189.7M0.1%0.2%-6.6%

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.