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Disclosery

BAM BROOKFIELD ASSET MANAGMT LTD

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Stock (common), issuer CIK 1937926

590 managers (606 13F filers) reported a position in BAM shares at 2025-06-30, 1,496,457,514 shares in all. 74 filers opened a position and 59 filers sold out during the quarter.

Managers
590
13F filers
606
New
74
Added
205
Reduced
180
Sold out
59
Shares held by filers
1,496,457,514

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Live Oak Private Wealth LLC44,021$2.43M0.36%-19113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,086$2.38M<0.01%-602,87513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,788$2.37M<0.01%-1,21413F-HRTimeline
Adalta Capital Management LLC42,728$2.36M1.19%-61313F-HRTimeline
Moerus Capital Management LLC41,366$2.29M0.98%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC41,366$2.29M<0.01%-1,37113F-HR/ATimelineGroup
Cetera Investment Advisers40,395$2.23M<0.01%+35313F-HRTimeline
Burgundy Asset Management Ltd.40,302$2.23M0.02%-7,17213F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV38,992$2.16M1.09%-8413F-HRTimeline
Cubist Systematic Strategies, LLC38,785$2.14M0.02%new13F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP38,601$2.13M0.08%013F-HRTimelineGroup
Rezny Wealth Management, Inc.38,381$2.12M0.48%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp37,515$2.07M0.01%+4213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,910$2.06M<0.01%+23,92313F-HR/ATimelineGroup
Public Sector Pension Investment Board36,336$2.01M0.01%013F-HRTimeline
Cannell & Spears LLC35,837$1.98M0.04%-2613F-HRTimeline
AMALGAMATED BANK35,815$1.98M0.02%new13F-HRTimeline
KIRR MARBACH & CO LLC /IN/35,649$1.97M0.39%+24913F-HRTimeline
OSSIAM34,937$1.93M0.02%-34,54913F-HRTimeline
Entropy Technologies, LP34,814$1.92M0.15%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,666$1.92M<0.01%+5,18413F-HRTimelineGroup
Avanza Fonder AB25,249$1.9M0.06%013F-HRTimeline
Ervin Investment Management, LLC33,561$1.86M1.16%-1,17813F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…33,322$1.84M0.02%-28,20813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,909$1.82M<0.01%-199,90613F-HR/ATimelineGroup
111 Capital32,022$1.77M0.3%+25,45813F-HRTimeline
Ensign Peak Advisors, Inc31,869$1.76M<0.01%-20013F-HRTimeline
XPONANCE LLC30,534$1.69M0.01%new13F-HRTimeline
SPROTT INC.30,291$1.67M0.08%+1,40013F-HRTimeline
Aigen Investment Management, LP21,942$1.65M0.23%+13,02413F-HRTimeline
Timber Creek Capital Management LLC26,664$1.64M0.42%-30013F-HRTimeline
Kathleen S. Wright Associates Inc.27,783$1.63M0.64%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC29,169$1.61M0.46%-8813F-HRTimeline
BLAIR WILLIAM & CO/IL29,095$1.61M<0.01%+6,14013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding25,618$1.61M+5,756Timeline
Strategic Wealth Partners, Ltd.28,436$1.57M0.12%13F-HRTimeline
Andra AP-fonden19,999$1.51M0.02%-30,60113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD19,351$1.46M<0.01%+4,55813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.26,102$1.44M0.1%-59013F-HRTimelineGroup
Hunting Hill Global Capital, LLC25,800$1.43M0.77%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,544$1.41M0.02%+3813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC25,562$1.41M<0.01%-23813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,171$1.39M0.01%-90013F-HRTimelineGroup
Prana Capital Management, LP24,592$1.36M0.05%-31,44013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…24,120$1.33M<0.01%new13F-HRTimeline
Westerkirk Capital Inc.24,000$1.33M0.16%13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co23,576$1.3M<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC23,418$1.29M0.03%-40613F-HRTimelineGroup
Castle Rock Wealth Management, LLC21,228$1.29M0.3%-1,79213F-HRTimeline
Lincoln Capital LLC23,151$1.28M0.25%013F-HRTimeline
Blue Fin Capital, Inc.23,044$1.27M0.22%-11913F-HRTimeline
Investment Management Corp of Ontario22,871$1.26M0.02%-1,20013F-HRTimeline
Copeland Capital Management, LLC22,634$1.25M0.03%-87413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC21,960$1.21M<0.01%new13F-HRTimelineGroup
Aviso Financial Inc.21,892$1.21M0.05%+71513F-HRTimeline
AXA S.A.in group AXA S.A.20,700$1.14M<0.01%-36313F-HRTimelineGroup
MEKETA INVESTMENT GROUP INC /ADV20,615$1.14M3.45%-69,37913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,502$1.13M<0.01%-213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,287$1.12M0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,797$1.09M<0.01%+1,52613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC19,688$1.09M<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,704$1.03M0.02%+46613F-HRTimelineGroup
Maryland State Retirement & Pension Sys…18,585$1.03M0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,493$1.02M<0.01%+1,09113F-HRTimelineGroup
Waterfront Wealth Inc.18,478$1.02M0.23%-18113F-HRTimeline
Williams Jones Wealth Management, LLC.18,464$1.02M0.01%+15413F-HRTimeline
Foundations Investment Advisors, LLC18,165$1M0.02%+2,59613F-HRTimeline
WOLVERINE TRADING, LLC18,159$1M0.03%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC17,991$995K0.04%-3,22813F-HRTimeline
Chemistry Wealth Management LLC17,484$967K0.21%-14613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17,426$963K0.02%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC17,114$946K0.02%+7,69113F-HRTimeline
Geneos Wealth Management Inc.16,461$910K0.02%+8,83213F-HRTimeline
JACKSON SQUARE CAPITAL, LLC16,028$885K0.2%new13F-HRTimeline
Malaga Cove Capital, LLC16,007$885K0.35%-56813F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.16,000$884K0.01%new13F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)15,724$869K0.01%013F-HRTimelineGroup
HughesLittle Investment Management Ltd.15,511$857K0.15%013F-HR/ATimeline
&PARTNERS15,353$849K0.01%+1,76113F-HRTimeline
Crossmark Global Holdings, Inc.15,005$829K0.01%-26513F-HRTimeline
TWINBEECH CAPITAL LP14,885$823K0.02%+8,25013F-HRTimeline
Scientech Research LLC14,601$807K0.2%-9,06713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,369$794K0.03%+14913F-HRTimelineGroup
Chicago Capital, LLC14,284$790K0.02%+10013F-HRTimeline
Capital Advisors Wealth Management, LLC14,197$785K0.12%013F-HRTimeline
Compound Planning, Inc.13,901$768K0.03%+3,53913F-HRTimeline
CULBERTSON A N & CO INC13,708$758K0.12%-39713F-HRTimeline
Stamos Capital Partners, L.P.13,626$753K0.14%+5,53813F-HRTimeline
Advisors Asset Management, Inc.13,438$743K0.01%+3,26713F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding13,438$743K+66Timeline
Metis Global Partners, LLC13,370$740K0.02%+2,54213F-HRTimeline
Advisory Services Network, LLC11,856$731K0.01%+1,41613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,053$722K<0.01%+1,64013F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…13,040$721K<0.01%-25,35013F-HR/ATimelineGroup
Quinn Opportunity Partners LLC12,850$710K0.06%-5,05013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP12,767$708K0.07%-29,76113F-HRTimeline
Herold Advisors, Inc.12,793$707K0.15%013F-HRTimeline
Onex Canada Asset Management Inc.12,752$706K0.09%-16,72213F-HRTimeline
Calydon Capital12,724$703K0.07%+6,37813F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…12,570$694K0.06%013F-HRTimelineGroup
Private Advisor Group, LLC12,549$694K<0.01%-10413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…12,375$684K<0.01%new13F-HRTimelineGroup
Carnegie Lake Advisors LLC12,301$680K0.27%013F-HRTimeline
TBH Global Asset Management, LLC12,268$678K0.15%-14913F-HRTimeline
SIG North Trading, ULC12,093$669K0.15%new13F-HRTimeline
Taylor Hoffman Capital Management LLC11,822$654K0.22%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC11,759$650K0.01%013F-HRTimelineGroup
UMB Bank, n.a.11,671$645K0.01%+4,50013F-HR/ATimeline
Assenagon Asset Management S.A.11,619$642K<0.01%+1,43613F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA11,586$640K0.04%013F-HRTimeline
Centiva Capital, LP11,370$629K0.04%new13F-HRTimeline
Glenview Trust Co11,352$628K0.01%new13F-HRTimeline
National Philanthropic Trust11,241$621K0.01%013F-HRTimeline
Pacifica Partners Inc.11,211$618K0.25%-15013F-HRTimeline
Waverly Advisors, LLC10,873$601K0.01%+1,18013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC10,784$596K0.01%+4,53313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC10,772$595K0.56%+2113F-HRTimeline
Cresset Asset Management, LLC10,661$589K<0.01%-67813F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.10,509$581K<0.01%+90213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,450$578K0.03%-4813F-HRTimeline
Atria Investments, Inc10,399$575K0.01%-28213F-HRTimeline
Salvus Wealth Management, LLC10,374$573K0.33%-19113F-HRTimeline
Jackson Hole Capital Partners, LLC10,310$570K0.1%+51013F-HRTimeline
UniSuper Management Pty Ltd7,500$565K<0.01%+70013F-HRTimeline
Sterling Capital Management LLC10,185$563K0.01%+7,31513F-HR/ATimeline
BRIDGES INVESTMENT MANAGEMENT INC9,898$547K0.01%-3,15913F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP9,870$546K<0.01%+3,54713F-HRTimelineGroup
Mutual Advisors, LLC8,438$532K0.01%-91213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,502$525K<0.01%+1,09913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,378$518K<0.01%-8,39313F-HRTimelineGroup
Summit Trail Advisors, LLC9,311$515K0.01%new13F-HRTimeline
EVERETT HARRIS & CO /CA/9,149$506K0.01%+1,07113F-HRTimeline
NJ State Employees Deferred Compensatio…9,092$503K0.06%013F-HRTimeline
Summit Financial, LLC9,053$501K0.01%+213F-HRTimeline
Engineers Gate Manager LP8,801$487K0.01%new13F-HRTimeline
Cambria Investment Management, L.P.8,720$482K0.03%-24213F-HRTimeline
Cardinal Point Capital Management ULC8,702$481K0.04%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC8,600$475K<0.01%-1,05013F-HRTimeline
Carmel Capital Partners, LLC8,546$472K0.17%-1,18313F-HRTimeline
Radnor Capital Management, LLC8,421$466K0.07%-33913F-HRTimeline
Carson Advisory Inc.8,050$445K0.28%+40013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…8,000$442K<0.01%+1,30013F-HRTimelineGroup
K.J. Harrison & Partners Inc7,959$440K0.07%-1,69013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,822$432K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC7,724$427K0.01%+7,37413F-HRTimeline
WULFF, HANSEN & CO.7,590$420K0.36%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW7,488$413K0.07%+1,02213F-HRTimelineGroup
Vise Technologies, Inc.7,423$410K0.02%13F-HRTimeline
Integrated Wealth Concepts LLC7,340$406K<0.01%+1,03213F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC7,275$402K0.01%-230,00013F-HRTimeline
Curi Capital, LLC7,252$401K0.01%new13F-HRTimeline
Hendershot Investments Inc.7,158$396K0.05%013F-HRTimeline
Schneider Downs Wealth Management Advis…7,149$395K0.06%013F-HRTimeline
ASR Vermogensbeheer N.V.7,095$392K0.01%+50013F-HRTimeline
Cambridge Investment Research Advisors,…6,968$385K<0.01%-6,74313F-HRTimeline
HB Wealth Management, LLC6,931$383K<0.01%-1,07213F-HRTimeline
Verition Fund Management LLC6,913$382K<0.01%-186,52613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,789$375K<0.01%+1,08413F-HRTimelineGroup
Heritage Wealth Advisors6,649$368K0.02%-1913F-HRTimeline
SIGNATUREFD, LLC6,647$367K0.01%+2,43813F-HRTimeline
Quarry LP6,647$367K0.08%+5,06513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,628$366K0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC6,481$358K0.02%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE6,470$357K<0.01%-3,74613F-HRTimelineGroup
Northwest Financial Advisors6,280$347K0.48%+413F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.6,248$345K0.06%new13F-HRTimeline
Lester Murray Antman dba SimplyRich6,259$345K0.1%013F-HRTimeline
LANARK FINANCIAL, INC.6,249$345K0.03%-913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,213$343K<0.01%+4,28713F-HRTimelineGroup
Moors & Cabot, Inc.6,180$342K0.02%+2613F-HRTimeline
DENALI ADVISORS LLC6,134$339K0.04%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC6,004$332K<0.01%013F-HRTimeline
Evercore Wealth Management, LLC5,946$329K0.01%-25013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,824$322K+55Timeline
MOSELEY INVESTMENT MANAGEMENT INC5,811$321K0.11%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,789$320K0.01%+3413F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…5,778$319K0.04%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,750$318K0.01%013F-HRTimeline
GoodHaven Capital Management, LLC5,708$316K0.11%-9,20113F-HRTimeline
Sanctuary Advisors, LLC5,705$315K<0.01%+14913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,680$314K<0.01%+32413F-HRTimelineGroup
NewEdge Wealth, LLC5,147$314K<0.01%+9013F-HRTimeline
Morse Asset Management, Inc5,667$313K0.07%+89813F-HRTimeline
SEARLE & CO.5,662$313K0.09%013F-HRTimeline
Yorktown Management & Research Co Inc5,637$312K0.3%013F-HRTimeline
Hemington Wealth Management5,609$310K0.04%-7013F-HRTimeline
MGO ONE SEVEN LLC5,505$304K0.01%new13F-HRTimeline
My Legacy Advisors, LLC5,376$304K0.11%-9513F-HRTimeline
Fisher Asset Management, LLC5,363$296K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC5,347$296K0.01%-52013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,241$290K0.01%-7,76413F-HRTimeline
FORA Capital, LLC5,180$286K0.03%-15,41713F-HRTimeline
Wilmington Savings Fund Society, FSB5,174$286K0.01%-95313F-HRTimeline
Gilbert & Cook, Inc.5,163$285K0.04%+1613F-HRTimeline
Round Rock Advisors LLC5,153$285K0.05%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,147$285K<0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,134$284K<0.01%+42213F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI5,122$283K0.02%013F-HRTimeline
Argent Trust Co5,029$278K0.01%-1,69413F-HRTimeline
GSA CAPITAL PARTNERS LLP5,016$277K0.02%new13F-HRTimeline