BROOKFIELD ASSET MANAGMT LTD

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BAM·113004105·US·Common Stock·Financial Services - Asset Management-Activist

BAM (BROOKFIELD ASSET MANAGMT LTD) is held by 219 institutional investors as of Q2 2026. Largest holders: BROOKFIELD Corp /ON/ ($53.5B), Partners Value Investments L.P. ($1.3B), ROYAL BANK OF CANADA ($953.5M). Net institutional sentiment: Mixed.

219

Holders

(22 Elite)

$65.7B

Total Value

59% (213)

Consensus

126 buying - 87 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)59

Activist (13D/13G)53

Congressional (STOCK Act)85

Holder Quality

11

★★★★★

Elite

19

★★★★

Strong

19

★★★

Solid

57

★★

Below

68

★

Weak

Held by 219 funds

22 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists Apr 6, 2026 · Congress none

ActivistBROOKFIELD CORPORATION72.8%Apr 6, 2026

ActivistCapital World Investors1.5%May 13, 2025

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Top Holders

Top Holders (219)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BROOKFIELD Corp /ON/	Unchanged	1.2B	$53.5B	69.5%	-2.93%	0
Partners Value Investments L.P.	Unchanged	29.6M	$1.3B	13.5%	+48.46%	0
ROYAL BANK OF CANADA	Increased	21.3M(+7.9%)	$953.5M	0.1%	+26.66%	41
PRINCIPAL FINANCIAL GROUP INC	Increased	13.6M(+6.4%)	$607.8M	0.3%	+29.10%	40
Capital World Investors	Increased	13.5M(+28.2%)	$604.8M	0.1%	+15.18%	39
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	11.6M(+0.3%)	$520.6M	0.0%	-1.25%	31
MACKENZIE FINANCIAL CORP	Decreased	7.7M(-20.6%)	$492.9M	0.5%	+35.29%	0
TD ASSET MANAGEMENT INC	Decreased	10.8M(-19.2%)	$485.9M	0.4%	+33.10%	0
BANK OF MONTREAL /CAN/	Increased	10.8M(+2.3%)	$481.9M	0.2%	+43.97%	38
Capital International Investors	Increased	7.7M(+0.5%)	$343.7M	0.1%	+52.02%	31
MORGAN STANLEY	Increased	6.9M(+19.4%)	$308.4M	0.0%	-3.99%	37
BlackRock, Inc.	Increased	6.2M(+11.8%)	$276.7M	0.0%	-10.71%	34
CIBC Asset Management Inc	Increased	5.7M(+7.9%)	$256.7M	0.6%	+10.01%	47
FMR LLC	Decreased	5.3M(-41.8%)	$239.1M	0.0%	+47.84%	0
TD Waterhouse Canada Inc.	Increased	5M(+6.3%)	$227.4M	0.6%	+7.48%	46
Neuberger Berman Group LLC	Increased	4.9M(+28.6%)	$217.7M	0.1%	+6.94%	46
GEODE CAPITAL MANAGEMENT, LLC	Decreased	4.6M(-5.8%)	$215.1M	0.0%	+0.93%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	4.7M(-11.9%)	$209.9M	0.2%	+3.68%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	3.6M(-6.6%)	$189.7M	0.1%	+56.81%	0
GOLDMAN SACHS GROUP INC	Increased	3.9M(+21.2%)	$175.8M	0.0%	+5.61%	36

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer