Who Owns Brookfield Asset Management Stock?
NYSE: BAMFinancial ServicesAsset ManagementUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 90.10%
- Held by insiders
- 3.57%
- Institutional holders
- 899
- Institutions 90.1%
- Insiders 3.6%
- Public and other 6.3%
Who owns Brookfield Asset Management stock?
Institutional investors own about 90.1% of Brookfield Asset Management's shares, spread across 899 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.57% of BAM.
The largest institutional holders are Brookfield Corp /ON/ (72.82%), Partners Value Investments LP (1.81%) and Royal Bank of Canada (1.30%). Together, the top 10 institutions control 80.5% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their BAM positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BAM
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Brookfield Corp /ON/ | 1.19B | 72.82% | 0.0% |
| Partners Value Investments LP | 29.59M | 1.81% | 0.0% |
| Royal Bank of Canada | 21.26M | 1.30% | +7.9% |
| Principal Financial Group, Inc. | 13.55M | 0.83% | +6.4% |
| Capital World Investors | 13.49M | 0.82% | +28.2% |
| Vanguard Capital Management LLC | 11.60M | 0.71% | +0.3% |
| TD Asset Management, Inc | 10.84M | 0.66% | -19.2% |
| Bank of Montreal /CAN/ | 10.75M | 0.66% | +2.3% |
| Mackenzie Financial Corporation | 7.75M | 0.47% | -20.6% |
| Capital International Investors | 7.66M | 0.47% | +0.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BAM
| Fund | Shares | % Held |
|---|---|---|
| Principal Funds, Inc-MidCap Fund | 9.17M | 0.56% |
| Income Fund of America | 7.13M | 0.43% |
| WASHINGTON MUTUAL INVESTORS FUND | 6.11M | 0.37% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | 5.59M | 0.34% |
| NEW PERSPECTIVE FUND | 4.17M | 0.25% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | 3.70M | 0.23% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | 3.08M | 0.19% |
| NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Long Short Fund | 2.66M | 0.16% |
| AMERICAN BALANCED FUND | 2.66M | 0.16% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | 1.74M | 0.11% |
Frequently asked questions
Who is the largest shareholder of Brookfield Asset Management?
Brookfield Corp /ON/ is the largest institutional shareholder of BAM, owning 72.82% of shares outstanding (1.19B shares) as of its latest 13F filing.
What percentage of Brookfield Asset Management is owned by institutions?
Institutions own about 90.1% of BAM shares and 93.4% of the public float.
How much of Brookfield Asset Management do insiders own?
Insiders, such as officers and directors, own about 3.57% of BAM shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.