Ranked by reported Q2 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 Corp /ON/ | 1.19B | $53.51B | 0.0% | 74.714% | 69.50% |
| 2 | Partners Value Investments L.P. | 29.6M | $1.33B | 0.0% | 1.853% | 13.55% |
| 3 | ROYAL BANK OF CANADA | 21.7M | $971.4M | +9.9% | 1.357% | 0.14% |
| 4 | PRINCIPAL FINANCIAL GROUP INC | 13.6M | $607.8M | +6.4% | 0.849% | 0.30% |
| 5 | Capital World Investors | 13.5M | $604.8M | +28.2% | 0.844% | 0.07% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 11.6M | $520.6M | +0.3% | 0.727% | 0.01% |
| 7 | MACKENZIE FINANCIAL CORP | 7.7M | $492.9M | -20.6% | 0.485% | 0.49% |
| 8 | BANK OF MONTREAL /CAN/ | 11.0M | $492.8M | +4.1% | 0.689% | 0.16% |
| 9 | TD ASSET MANAGEMENT INC | 10.8M | $485.9M | -19.2% | 0.679% | 0.42% |
| 10 | Capital International Investors | 7.7M | $343.7M | +0.5% | 0.480% | 0.07% |
| 11 | MORGAN STANLEY | 6.9M | $308.4M | +19.4% | 0.431% | 0.02% |
| 12 | BlackRock, Inc. | 6.2M | $276.7M | +11.8% | 0.386% | 0.00% |
| 13 | CIBC Asset Management Inc | 5.7M | $256.7M | +7.9% | 0.357% | 0.56% |
| 14 | FMR LLC | 5.3M | $239.1M | -41.8% | 0.334% | 0.01% |
| 15 | TD Waterhouse Canada Inc. | 5.0M | $227.4M | +6.3% | 0.313% | 0.60% |
| 16 | NORGES BANK | 5.0M | $223.9M | — | 0.313% | 0.02% |
| 17 | Neuberger Berman Group LLC | 4.9M | $217.7M | +28.6% | 0.304% | 0.07% |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 4.6M | $215.1M | -5.9% | 0.288% | 0.01% |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.7M | $209.9M | -11.9% | 0.293% | 0.08% |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.6M | $189.7M | -6.6% | 0.227% | 0.06% |
| 21 | GOLDMAN SACHS GROUP INC | 3.9M | $175.8M | +21.2% | 0.245% | 0.02% |
| 22 | STATE STREET CORP | 3.8M | $168.5M | -1.6% | 0.235% | 0.00% |
| 23 | NATIONAL BANK OF CANADA /FI/ | 3.7M | $166.0M | +49.5% | 0.232% | 0.12% |
| 24 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3.7M | $165.0M | +431.7% | 0.230% | 0.24% |
| 25 | CIBC WORLD MARKET INC. | 3.6M | $160.0M | -3.2% | 0.224% | 0.26% |
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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 628 | 1.4% | 93.66% | +0.45 pp | $66.90B | +1.7% |
| Q1 2026 | 637 | +3.1% | 93.21% | +0.85 pp | $65.77B | 16% |
| Q4 2025 | 618 | +7.1% | 92.36% | +0.12 pp | $78.22B | 7.8% |
| Q3 2025 | 577 | 2.4% | 92.24% | 6.55 pp | $84.88B | +3.0% |
| Q2 2025 | 591 | +4.0% | 98.79% | +80.62 pp | $82.43B | +500% |
| Q1 2025 | 568 | +2.2% | 18.17% | 8.75 pp | $13.73B | 12% |
| Q4 2024 | 556 | +3.7% | 26.92% | +8.89 pp | $15.63B | +20% |
| Q3 2024 | 536 | — | 18.03% | — | $13.08B | — |
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 Q2 2026 13F filings, institutional ownership of Brookfield Asset Management Ltd. stands at 93.7%, held across 628 reporting institutions.
BROOKFIELD Corp /ON/ is the largest reported institutional holder of BAM, with approximately 1,193,021,145 shares worth $53.51B as of Q2 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 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
62 institutions opened new positions in BAM during Q2 2026, while 72 fully exited. 355 added to existing positions and 192 trimmed.
BAM institutional ownership rose by 0.45 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 88.7% of all reported 13F value in BAM, and the top 25 account for 93.5%.
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