$BAM

$46.75 -$0.29 (0.62%) Live

$BAM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 391.7M shares outstanding

Who owns BAM?

By type of holder

Institutions 100.0% Everyone else 0.0%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 639.5%

Bam Partners Trust 304.6% · Brookfield Corp /ON/ 304.6%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

619

-9 vs last qtr

Net shares bought

+8.4M

by institutions in Q2 2026

New / sold out

69 / 78

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +5.0M
Caisse de depot et placement du Quebec +3.0M

Biggest sellers in Q2 2026

FMR LLC −3.8M
FIL Ltd −2.8M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for BROOKFIELD ASSET MANAGEMENT LTD in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for BROOKFIELD ASSET MANAGEMENT LTD.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years15% 1–3 years83% Under 1 year1%

Quarterly turnover

2.0%

of institutional shares changed hands

Top 10 managers, median time held

3.5 years

Super Investors

Investment managers reporting BAM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B/ Brookfield Corp /ON/ 13D · 72.8%	1.19B	304.58%	Unchanged	2025	69.5%
Shares held by quarter Peak holding1.19B (Q2'25) Change over 8 quarters+1.19B Share of the company304.580% Disclosed stake13D · 72.8% Brookfield Corp /ON/'s full portfolio →
PV Partners Value Investments L.P. 13D · 1.9%	29.6M	7.55%	Unchanged	2023	13.6%
Shares held by quarter Peak holding30.8M (Q3'24) Change over 8 quarters−1.2M Share of the company7.550% Disclosed stake13D · 1.9% Partners Value Investments L.P.'s full portfolio →

Brookfield Corp /ON/

13D · 72.8%

1.19B

% of company

304.58%

Change vs last qtr

Unchanged

Held since

2025

Partners Value Investments L.P.

13D · 1.9%

29.6M

% of company

7.55%

Change vs last qtr

Unchanged

Held since

2023

28 more super investors behind a free account

See every manager holding BROOKFIELD ASSET MANAGEMENT LTD, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BAM on Form N-PORT; together they hold 18.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MF MidCap Fund Principal Funds, Inc	$444M	9.2M	2.34%	1.92%	July 31, 2026
IF Income Fund of America Income Fund of America	$345M	7.1M	1.82%	0.23%	July 31, 2026

MidCap Fund

Principal Funds, Inc

Position value

$444M

% of company

2.34%

% of the fund

1.92%

As of

July 31, 2026

Income Fund of America

Position value

$345M

% of company

1.82%

% of the fund

0.23%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding BROOKFIELD ASSET MANAGEMENT LTD and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BP Bam Partners Trust 5%+ holder 13D · 72.8%	1.19B	304.58%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company304.580% Disclosed stake13D · 72.8% View the 13D/G filing →

Bam Partners Trust

5%+ holder13D · 72.8%

1.19B

% of company

304.58%

Change vs last qtr

—

Held since

—

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