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Brookfield Asset Management Ltd. (BAM) institutional ownership

Latest close $46.58 Jul 7, 2026
Market cap$96.3B 52-week range SectorFinancial Services
Funds holding · Q1 2026
567
reported BAM position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $413M
299 buyers · 268 sellers

Brookfield Asset Management Ltd. (BAM) price and institutional activity

Dates

Q1 2026

$1.9B bought by 299 investors
Capital World Investors$266MPrincipal Financial Group Inc$238M +297 more
$2.3B sold by 268 investors
FMR LLC-$353MCapital International Investors-$278M +266 more
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Bought Sold Totals per quarter; hover a bar for the names.

Brookfield Asset Management Ltd. (BAM) institutional activity · 567

Investor Type Est. change Change Δ Own Date
FMR LLC · Reduced −$353M
Change −7.2M Δ Own −44.1% Date Q1 2026
FMR LLC Reduced· Q1 2026 −$353M −7.2M −44.1% Q1 2026
Capital International Investors · Reduced −$278M
Change −5.7M Date Q1 2026
Capital International Investors Reduced· Q1 2026 −$278M −5.7M Q1 2026
Capital World Investors · Added +$266M
Change +5.4M Date Q1 2026
Capital World Investors Added· Q1 2026 +$266M +5.4M Q1 2026
Norges · Exited −$246M
Change −5.0M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$246M −5.0M −100.0% Q1 2026
Principal Financial Group Inc · Added +$238M
Change +4.9M Date Q1 2026
Principal Financial Group Inc Added· Q1 2026 +$238M +4.9M Q1 2026
Fil Ltd · Reduced −$203M
Change −4.1M Date Q1 2026
Fil Ltd Reduced· Q1 2026 −$203M −4.1M Q1 2026
Beutel, Goodman & Co Ltd. · Added +$159M
Change +3.3M Date Q1 2026
Beutel, Goodman & Co Ltd. Added· Q1 2026 +$159M +3.3M Q1 2026
Td Waterhouse Canada Inc. · Added +$158M
Change +3.2M Date Q1 2026
Td Waterhouse Canada Inc. Added· Q1 2026 +$158M +3.2M Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −$141M −2.9M −88.3% Q1 2026
Connor, Clark & Lunn Investment Management Ltd. · Reduced −$123M
Change −2.5M Date Q1 2026
Connor, Clark & Lunn Investment Management Ltd. Reduced· Q1 2026 −$123M −2.5M Q1 2026
Td Asset Management Inc · Reduced −$115M
Change −2.4M Date Q1 2026
Td Asset Management Inc Reduced· Q1 2026 −$115M −2.4M Q1 2026
Jane Street Group, LLC · Added +$91M
Change +1.9M Date Q1 2026
Jane Street Group, LLC Added· Q1 2026 +$91M +1.9M Q1 2026
William Blair Investment Management, LLC · Exited −$90M
Change −1.8M Δ Own −100.0% Date Q1 2026
William Blair Investment Management, LLC Exited· Q1 2026 −$90M −1.8M −100.0% Q1 2026
Morgan Stanley · Added +$89M
Change +1.8M Date Q1 2026
Morgan Stanley Added· Q1 2026 +$89M +1.8M Q1 2026
Bank of Montreal · Reduced −$85M
Change −1.7M Date Q1 2026
Bank of Montreal Reduced· Q1 2026 −$85M −1.7M Q1 2026
Data through Q1 2026 · filed Jun 9, 2026
15 of 567

Famous investor activity in Brookfield Asset Management Ltd. (BAM)

Brookfield Asset Management Ltd. (BAM) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Partners Value Investments LP 32.6M
% of shares outstanding 7.9% Filing date Dec 20, 2022
Partners Value Investments LP 32.6M 7.9% Dec 20, 2022
Capital World Investors 24.6M
% of shares outstanding 6.0% Filing date Feb 9, 2024
Capital World Investors 24.6M 6.0% Feb 9, 2024
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Brookfield Asset Management Ltd. (BAM) ownership FAQ

Who owns BAM?

567 reporting institutions disclosed BAM position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.