Brookfield Asset Management Ownership | Who Owns Brookfield Asset Management?
Brookfield Asset Management Ownership Summary
Brookfield Asset Management is owned by 2.01% institutional investors, 3.78% insiders, and 94.21% retail investors. Capital world investors is the largest institutional shareholder, holding 5.70% of BAM shares. Pershing Square Holdings Ord is the top mutual fund, with 2.04% of its assets in Brookfield Asset Management shares.
BAM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brookfield Asset Management | 2.01% | 3.78% | 94.21% |
| Industry | Asset Management Stocks | 32.54% | 9.77% | 57.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Capital world investors | 23.86M | 5.70% | $1.29B |
| Royal bank of canada | 20.13M | 4.80% | $1.09B |
| Fmr | 19.65M | 4.69% | $1.06B |
| Vanguard group | 16.90M | 4.04% | $916.68M |
| Td asset management | 16.66M | 3.98% | $903.32M |
| Capital investors | 16.12M | 3.85% | $873.35M |
| Fil | 15.37M | 3.67% | $833.58M |
| Mackenzie financial | 11.83M | 2.82% | $664.18M |
| Bank of montreal /can/ | 9.58M | 2.29% | $518.66M |
| Principal financial group | 8.93M | 2.13% | $483.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Partners value investments lp | 30.79M | 17.76% | $1.49B |
| Meketa investment group inc /adv | 89.99K | 5.87% | $4.36M |
| Portland investment counsel | 394.15K | 5.47% | $21.33M |
| America first investment advisors | 449.36K | 5.32% | $24.35M |
| Meketa capital | 43.75K | 5.31% | $2.37M |
| Broad run investment management | 470.69K | 3.47% | $25.51M |
| West ban | 93.09K | 3.31% | $5.04M |
| Douglass winthrop advisors | 2.66M | 2.80% | $144.08M |
| Blue zone wealth advisors | 152.11K | 2.38% | $8.24M |
| Qv investors | 414.76K | 2.32% | $22.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 5.30M | 0.04% | 5.30M |
| William blair investment management | 3.77M | 0.50% | 3.77M |
| National bank of canada /fi/ | 4.09M | 0.23% | 3.05M |
| Connor, clark & lunn investment management | 4.00M | 0.98% | 2.03M |
| Madison investment advisors | 1.74M | 1.06% | 1.74M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beutel, goodman | 2.65M | 0.78% | -1.77M |
| Mackenzie financial | 11.83M | 0.95% | -1.33M |
| Alberta investment management | - | - | -1.14M |
| Cibc asset management | 2.90M | 0.52% | -1.05M |
| Cooke & bieler lp | 1.97M | 1.03% | -1.04M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 5.30M | 0.04% | 5.30M | $287.36M |
| William blair investment management | 3.77M | 0.50% | 3.77M | $204.17M |
| Madison investment advisors | 1.74M | 1.06% | 1.74M | $94.12M |
| Marshall wace, llp | 799.43K | 0.05% | 799.43K | $43.32M |
| Guardian partners | 322.19K | 1.83% | 322.19K | $17.94M |
Sold Out
| Holder | Change |
|---|---|
| Salem investment counselors | -1.00 |
| Quest partners | -1.00 |
| Jaffetilchin investment partners | -1.00 |
| Allspring global investments | -2.00 |
| Physician wealth advisors | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 17 | -97.05% | 32,458,117 | -89.06% | 2 | 0.04% | 8 | -96.72% | 5 | -97.33% |
| Dec 31, 2024 | 558 | 0.18% | 296,050,193 | 2.85% | 70 | 1.50% | 232 | 1.75% | 184 | -4.17% |
| Sep 30, 2024 | 557 | 3.15% | 287,852,474 | -3.01% | 68 | 1.33% | 228 | -16.48% | 192 | 20.00% |
| Jun 30, 2024 | 540 | 8.65% | 296,775,550 | 9.84% | 71 | 1.51% | 273 | 21.88% | 160 | 3.90% |
| Mar 31, 2024 | 497 | 2.26% | 270,194,534 | 0.84% | 68 | 1.53% | 224 | 7.69% | 154 | -6.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Pershing Square Holdings Ord | 31.27M | 2.04% | 31.27M |
| Principal MidCap R5 | 27.26M | 1.78% | -555.16K |
| Principal Aligned MidCap Equity | 27.26M | 1.78% | 301.92K |
| Vanguard Total Intl Stock Index Inv | 20.40M | 1.33% | -853.38K |
| Akre Focus Instl | 17.31M | 1.06% | - |
| RBC Canadian Dividend Fund A | 14.03M | 0.91% | - |
| Capital Group EuroPacific Growth Comp | 12.92M | 0.86% | 2.34M |
| American Funds Europacific Growth A | 12.92M | 0.86% | 2.34M |
| Capital Group EUPAC Composite | 12.88M | 0.84% | -45.37K |
| American Funds EUPAC A | 12.88M | 0.84% | -45.37K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $2.29M |
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $4.06M |
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $193.60 |
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $149.60 |
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $2.28M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q1 | - | 5 |
| 2023 Q4 | - | 54 |
| 2023 Q3 | - | - |
| 2023 Q2 | - | 1 |
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