Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BAM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BROOKFIELD ASSET MANAGEMENT INC. | 1.19B | $53.03B | 0.0% | 72.828% | 71.44% |
| 2 | Partners Value Investments LP | 29.6M | $1.32B | -3.9% | 1.806% | 14.07% |
| 3 | ROYAL BANK OF CANADA | 19.7M | $876.1M | -2.3% | 1.203% | 0.15% |
| 4 | TD ASSET MANAGEMENT INC | 13.4M | $594.1M | -15.0% | 0.818% | 0.48% |
| 5 | PRINCIPAL FINANCIAL GROUP INC | 12.7M | $566.1M | +62.0% | 0.777% | 0.30% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 11.6M | $514.3M | — | 0.706% | 0.01% |
| 7 | BANK OF MONTREAL /CAN/ | 10.6M | $469.7M | -15.5% | 0.645% | 0.18% |
| 8 | Capital World Investors | 10.5M | $467.4M | +107.6% | 0.642% | 0.06% |
| 9 | MACKENZIE FINANCIAL CORP | 9.8M | $434.1M | -1.0% | 0.596% | 0.52% |
| 10 | FMR LLC | 9.1M | $406.7M | -44.1% | 0.558% | 0.02% |
| 11 | Capital International Investors | 7.6M | $338.8M | -42.7% | 0.465% | 0.08% |
| 12 | MORGAN STANLEY | 5.8M | $256.1M | +46.1% | 0.352% | 0.02% |
| 13 | FIL Ltd | 5.7M | $252.3M | -42.2% | 0.346% | 0.20% |
| 14 | BlackRock, Inc. | 5.5M | $245.2M | +0.2% | 0.337% | 0.00% |
| 15 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5.3M | $236.3M | +15.6% | 0.325% | 0.20% |
| 16 | CIBC Asset Management Inc | 5.3M | $235.4M | +8.8% | 0.323% | 0.58% |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 4.9M | $224.1M | +6.1% | 0.298% | 0.01% |
| 18 | TD Waterhouse Canada Inc. | 4.7M | $206.1M | +220.4% | 0.287% | 0.61% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.9M | $197.8M | -13.8% | 0.237% | 0.07% |
| 20 | STATE STREET CORP | 3.8M | $169.7M | +3.5% | 0.233% | 0.01% |
| 21 | Neuberger Berman Group LLC | 3.8M | $167.7M | +17.2% | 0.230% | 0.13% |
| 22 | CIBC World Markets Inc. | 3.7M | $163.9M | -14.5% | 0.225% | 0.27% |
| 23 | BANK OF AMERICA CORP /DE/ | 3.4M | $153.3M | +11.0% | 0.211% | 0.01% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 3.4M | $152.3M | — | 0.209% | 0.04% |
| 25 | DAVENPORT & Co LLC | 3.4M | $151.5M | -1.7% | 0.208% | 0.83% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BAM — a direct measure of their conviction.
Filings activity in BAM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 613 | +0.0% | 84.79% | 16.49 pp | $65.46B | 16% |
| Q4 2025 | 613 | +7.5% | 101.28% | 8.63 pp | $78.20B | 7.9% |
| Q3 2025 | 570 | 3.6% | 109.91% | +3.15 pp | $84.86B | +3.0% |
| Q2 2025 | 591 | +4.0% | 106.76% | +88.98 pp | $82.43B | +500% |
| Q1 2025 | 568 | +2.2% | 17.78% | 2.47 pp | $13.73B | 12% |
| Q4 2024 | 556 | +3.7% | 20.25% | +3.31 pp | $15.63B | +20% |
| Q3 2024 | 536 | +4.3% | 16.94% | +2.83 pp | $13.08B | +20% |
| Q2 2024 | 514 | — | 14.11% | — | $10.89B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BAM stock.
Based on Q1 2026 13F filings, institutional ownership of Brookfield Asset Management Ltd. stands at 84.8%, held across 613 reporting institutions.
BROOKFIELD ASSET MANAGEMENT INC. is the largest reported institutional holder of BAM, with approximately 1,193,021,145 shares worth $53.03B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BAM.
Our composite Smart Money Score for BAM is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
86 institutions opened new positions in BAM during Q1 2026, while 86 fully exited. 113 added to existing positions and 411 trimmed.
BAM institutional ownership fell by 16.49 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 89.6% of all reported 13F value in BAM, and the top 25 account for 94.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Brookfield Asset Management Ltd. (BAM) Institutional Ownership