Brookfield Asset Management (BAM) Institutional Ownership

$40.43
+0.46 (+1.15%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Brookfield Asset Management (NYSE:BAM)

Current
Institutional Ownership
Percentage
68.41%
Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$2.26B
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$1.30B
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BAM Institutional Buying and Selling by Quarter

Brookfield Asset Management Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 EdgePoint Investment Group Inc.145,200$6.10M0.0%+1.2%0.033%
5/17/2024 Tandem Capital Management Corp ADV41,563$1.75M1.0%-2.3%0.009%
5/17/2024 Adalta Capital Management LLC43,494$1.83M1.0%+0.8%0.010%
5/17/2024 Motley Fool Asset Management LLC55,470$2.33M0.1%-3.6%0.013%
5/16/2024 Ancora Advisors LLC23,399$983K0.0%+6.5%0.005%
5/16/2024 2Xideas AG471,000$19.80M2.4%-12.2%0.107%
5/16/2024 Janus Henderson Group PLC81,103$3.41M0.0%+28.3%0.018%
5/15/2024 Ascent Group LLC6,065$255K0.0%N/A0.001%
5/15/2024 Bamco Inc. NY732,019$30.76M0.1%+4.8%0.166%
5/15/2024 Bank of Nova Scotia Trust Co.6,202$261K0.0%+4.4%0.001%
5/15/2024 1832 Asset Management L.P.647,575$27.21M0.0%-2.1%0.147%
5/15/2024 Guardian Capital Advisors LP308,828$12.21M1.3%-1.1%0.070%
5/15/2024 Gabelli Funds LLC15,724$661K0.0%-5.3%0.004%
5/14/2024 Canada Pension Plan Investment Board1,779,015$74.80M0.1%+49.8%0.403%
5/14/2024 Guardian Capital LP60,851$2.56M0.1%-7.7%0.014%
5/14/2024 Capital World Investors24,523,874$1.03B0.2%-0.2%5.549%
5/14/2024 Capital International Sarl184,556$7.76M0.3%+7.1%0.042%
5/14/2024 Toronto Dominion Bank792,338$33.29M0.1%-49.2%0.179%
5/14/2024 Capital International Ltd. CA161,958$6.81M0.3%+3.4%0.037%
5/14/2024 Capital International Inc. CA 181,308$7.62M0.1%+4.1%0.041%
5/14/2024 Capital International Investors14,197,451$596.58M0.1%-0.9%3.212%
5/14/2024 Capital Group Private Client Services Inc.42,423$1.78M0.0%+57.1%0.010%
5/14/2024 Advisors Asset Management Inc.9,001$378K0.0%+23.0%0.002%
5/14/2024 Akre Capital Management LLC63,000$2.65M0.0%-98.2%0.014%
5/14/2024 Natixis35,581$1.50M0.0%N/A0.008%
5/14/2024 Pitcairn Co.12,498$525K0.0%N/A0.003%
5/14/2024 CANADA LIFE ASSURANCE Co424,636$17.85M0.0%+3.8%0.096%
5/14/2024 National Bank of Canada FI801,163$31.74M0.0%+15.5%0.181%
5/14/2024 Burgundy Asset Management Ltd.1,602,578$67.32M0.7%-4.0%0.363%
5/13/2024 Bessemer Group Inc.24,739$1.04M0.0%-1.3%0.006%
5/13/2024 UniSuper Management Pty Ltd5,000$210K0.0%+79.0%0.001%
5/13/2024 Clearbridge Investments LLC17,342$729K0.0%+14.5%0.004%
5/13/2024 O Shaughnessy Asset Management LLC71,729$3.01M0.0%N/A0.016%
5/11/2024 Partners Group Holding AG290,671$12.21M1.1%-32.0%0.070%
5/11/2024 Nicola Wealth Management LTD.279,558$11.75M1.3%-19.4%0.068%
5/10/2024 Vanguard Group Inc.10,760,414$452.15M0.0%+1.8%2.604%
5/10/2024 Intech Investment Management LLC8,089$340K0.0%N/A0.002%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp74,464$3.12M0.0%-1.3%0.018%
5/10/2024 Tocqueville Asset Management L.P.241,614$10.15M0.2%-0.4%0.058%
5/9/2024 Blair William & Co. IL22,824$959K0.0%+28.6%0.006%
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5/9/2024 Kingsview Wealth Management LLC5,944$250K0.0%N/A0.001%
5/9/2024 SageView Advisory Group LLC6,490$273K0.0%N/A0.002%
5/9/2024 Private Management Group Inc.71,988$3.03M0.1%-36.4%0.017%
5/9/2024 Texas Yale Capital Corp.70,233$2.95M0.1%-1.5%0.017%
5/9/2024 TD Asset Management Inc12,486,721$525.03M0.5%+8.6%3.022%
5/8/2024 Schneider Downs Wealth Management Advisors LP8,547$359K0.1%+6.0%0.002%
5/8/2024 Motley Fool Asset Management LLC55,470$2.33M0.1%-3.6%0.013%
5/8/2024 Motley Fool Wealth Management LLC101,382$4.26M0.2%-0.7%0.025%
5/8/2024 Heritage Wealth Advisors9,849$414K0.0%-9.2%0.002%
5/8/2024 US Bancorp DE12,908$542K0.0%-2.5%0.003%
5/8/2024 Russell Investments Group Ltd.140,125$5.89M0.0%+2.7%0.034%
5/8/2024 Headlands Technologies LLC1,255$53K0.0%N/A0.000%
5/7/2024 Choate Investment Advisors8,900$374K0.0%+3.3%0.002%
5/7/2024 New South Capital Management Inc.99,219$4.17M0.2%+1.0%0.024%
5/7/2024 Forsta AP Fonden231,900$9.75M0.1%+14.0%0.056%
5/7/2024 Oppenheimer Asset Management Inc.18,746$788K0.0%-17.9%0.005%
5/7/2024 Karpas Strategies LLC263,513$11.07M3.4%+0.7%0.064%
5/7/2024 JCIC Asset Management Inc.81,850$3.44M1.4%+1.0%0.020%
5/7/2024 SG Americas Securities LLC3,264$137K0.0%N/A0.001%
5/4/2024 DAVENPORT & Co LLC3,309,027$138.88M0.9%-0.5%0.801%
5/3/2024 Gold Investment Management Ltd.51,907$2.18M0.9%-1.7%0.013%
5/3/2024 Mcdonald Capital Investors Inc. CA414,389$17.41M1.1%+0.8%0.100%
5/3/2024 Smith Salley Wealth Management102,223$4.30M0.3%+10.0%0.025%
5/3/2024 Whittier Trust Co. of Nevada Inc.890$37K0.0%+574.2%0.000%
5/3/2024 Whittier Trust Co.22,357$939K0.0%+8.3%0.005%
5/2/2024 FORA Capital LLC34,433$1.45M0.1%+3.1%0.008%
5/2/2024 Quent Capital LLC1,132$48K0.0%+62.4%0.000%
5/2/2024 Gilbert & Cook Inc.6,076$255K0.0%-11.6%0.001%
5/2/2024 BNP Paribas47,704$2.01M0.1%N/A0.012%
5/1/2024 Janney Montgomery Scott LLC194,158$8.16M0.0%+2.5%0.047%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co9,527$400K0.1%-5.2%0.002%
5/1/2024 Diversify Advisory Services LLC13,491$566K0.0%N/A0.003%
4/30/2024 Culbertson A N & Co. Inc.15,140$636K0.1%-5.5%0.004%
4/30/2024Commonwealth Equity Services LLC29,928$1.26M0.0%-2.9%0.007%
4/29/2024 Principal Financial Group Inc.11,021,200$463.14M0.3%-2.3%2.667%
4/29/2024 Benjamin F. Edwards & Company Inc.7,505$316K0.0%+50.1%0.002%
4/29/2024 Heritage Investors Management Corp4,948$208K0.0%N/A0.001%
4/29/2024 Mn Services Vermogensbeheer B.V.141,800$5.96M0.0%-11.8%0.034%
4/29/2024 Marks Group Wealth Management Inc161,260$6.78M0.7%+2.8%0.039%
4/26/2024 Triasima Portfolio Management inc.591,518$24.85M2.1%-6.5%0.143%
4/26/2024 UMB Bank n.a.1,934$81K0.0%+78.9%0.000%
4/26/2024 YHB Investment Advisors Inc.622$26K0.0%N/A0.000%
4/26/2024 Tritonpoint Wealth LLC78,194$3.04M0.3%+0.4%0.019%
4/25/2024 WCM Investment Management LLC20,128$846K0.0%-5.7%0.005%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 286,733$12.06M0.0%+348.6%0.069%
4/25/2024 Cambridge Investment Research Advisors Inc.39,961$1.68M0.0%+212.1%0.010%
4/24/2024 Round Rock Advisors LLC5,153$217K0.1%N/A0.001%
4/24/2024 SOL Capital Management CO19,024$799K0.1%+23.6%0.005%
4/23/2024 Canal Capital Management LLC90,026$3.78M0.6%+10.3%0.022%
4/23/2024 Live Oak Private Wealth LLC48,406$2.03M0.4%-3.0%0.012%
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4/23/2024 Kirr Marbach & Co. LLC IN32,169$1.35M0.3%-1.4%0.008%
4/22/2024 Cortland Associates Inc. MO574,437$24.14M3.1%-0.1%0.139%
4/22/2024 America First Investment Advisors LLC427,358$17.96M4.4%+7.4%0.103%
4/22/2024 QV Investors Inc.562,162$23.64M2.1%-16.6%0.136%
4/22/2024 Raymond James & Associates301,262$12.66M0.0%+2.2%0.073%
4/22/2024 Lawson Kroeker Investment Management Inc. NE74,949$3.15M0.6%-39.3%0.018%
4/19/2024 Everett Harris & Co. CA8,078$339K0.0%+9.9%0.002%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.865,336$36.37M0.0%-1.0%0.209%
4/18/2024 Hi Line Capital Management LLC33,163$1.39M0.5%+2.1%0.008%
4/18/2024 Blue Zone Wealth Advisors LLC129,853$5.46M1.9%+4.6%0.031%
(Data available from 1/1/2016 forward)

BAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAM shares?

During the previous two years, 572 institutional investors and hedge funds held shares of Brookfield Asset Management. The most heavily invested institutionals were Partners Value Investments L.P. ($1.24B), TD Asset Management Inc. ($1.21B), Capital World Investors ($1.03B), Brookfield Corp ON ($998.88M), Capital International Investors ($596.58M), TD Asset Management Inc ($525.03M), and FMR LLC ($473.86M).Learn more on BAM's institutional investors.

What percentage of Brookfield Asset Management stock is owned by institutional investors?

68.41% of Brookfield Asset Management stock is owned by institutional investors. Learn more on BAM's institutional investor holdings.

Which institutional investors have been buying Brookfield Asset Management stock?

Of the 444 institutional investors that purchased Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($12.34M), FMR LLC ($8.21M), Capital International Investors ($7.33M), Norges Bank ($5.96M), FIL Ltd ($4.96M), Capital World Investors ($4.87M), and TD Asset Management Inc ($4.13M).

How much institutional buying is happening at Brookfield Asset Management?

Institutional investors have bought a total of 106,274,984 shares in the last 24 months. This purchase volume represents approximately $3.97B in transactions.

Which Brookfield Asset Management major shareholders have been selling company stock?

Of the 346 institutional investors that sold Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($49.60M), Principal Financial Group Inc. ($35.67M), TD Asset Management Inc ($22.70M), Jarislowsky Fraser Ltd ($20.85M), Bank of Nova Scotia ($16.14M), The Manufacturers Life Insurance Company ($16.09M), and CIBC Asset Management Inc ($15.91M).

How much institutional selling is happening at Brookfield Asset Management?

Institutional investors have sold a total of 363,686,640 shares in the last 24 months. This volume of shares sold represents approximately $11.21B in transactions.


This page (NYSE:BAM) was last updated on 5/18/2024 by MarketBeat.com Staff

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