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Brookfield Asset Management Ltd. (BAM) Institutional Ownership & Insider Trading

620 institutions reported holding Brookfield Asset Management Ltd. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

BAMBrookfield Asset Management Ltd.Follow BAM — free
Asset Management · Financials
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Price chart with a free account
Market cap
75.1B
P/E TTM
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Dividend yield
4.0%
52-week
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Next earnings
6 Nov, in 13 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

620 institutions held 93.3% of the shares. Across filers that reported both quarters, shares held changed +0.3%.

Increased+186New+55Decreased-186Closed-54

Largest moves, shares (millions)

Caisse de depot et…+3.0MCapital World Investors+3.0MPolar Asset Management…+1.7MFMR-3.8MFil-2.8MTD Asset Management-2.6M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-4.0Sep 24+12.3Dec 24-22.5Mar 25+7.4Jun 25-15.6Sep 25-12.2Dec 25-5.2Mar 26+3.7Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 266201490+0.3%1865518654
Mar 266201482-0.4%2095516161
Dec 256131490-0.8%1646718745
Sep 255681496-1.0%1693615943
Jun 255921496+0.5%1776714644
Mar 25569290-7.2%1646113345
Dec 24556308+4.3%1434214738
Sep 24535288-1.4%1245415838

Brookfield Asset Management Ltd. — questions

Who owns Brookfield Asset Management Ltd. stock?
620 institutions reported Brookfield Asset Management Ltd. shares in 13F filings for the quarter ended 2026-06-30. The largest: BROOKFIELD Corp /ON/ (74.7%), Partners Value Investments L.P. (1.9%), ROYAL BANK OF CANADA (1.3%).

Every figure on this page comes from Brookfield Asset Management Ltd.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.