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Disclosery

BAM BROOKFIELD ASSET MANAGMT LTD

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Stock (common), issuer CIK 1937926

572 managers (587 13F filers) reported a position in BAM shares at 2025-09-30, 1,495,548,059 shares in all. 47 filers opened a position and 63 filers sold out during the quarter.

Managers
572
13F filers
587
New
47
Added
201
Reduced
200
Sold out
63
Shares held by filers
1,495,548,059

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cerity Partners LLCin group Cerity Partners LLC38,709$2.2M<0.01%+4,04313F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC38,722$2.2M0.02%+30,12213F-HRTimeline
Burgundy Asset Management Ltd.35,864$2.16M0.02%-4,43813F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV37,844$2.15M1%-1,14813F-HRTimeline
AMALGAMATED BANK35,924$2.05M0.01%+10913F-HRTimeline
Cannell & Spears LLC35,837$2.04M0.04%013F-HRTimeline
KIRR MARBACH & CO LLC /IN/35,641$2.03M0.37%-813F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP35,601$2.03M0.07%-3,00013F-HRTimelineGroup
Greenland Capital Management LP35,487$2.02M0.3%-19,31113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…34,722$2.01M<0.01%-7,06613F-HRTimeline
Avanza Fonder AB25,249$2M0.05%013F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding34,070$1.94MnewTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,123$1.94M<0.01%-6,78713F-HRTimelineGroup
Ervin Investment Management, LLC33,561$1.91M1.09%013F-HRTimeline
Machina Capital S.A.S.32,348$1.84M0.32%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC32,163$1.83M<0.01%-103,05513F-HRTimelineGroup
XPONANCE LLC31,545$1.8M0.01%+1,01113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,588$1.74M<0.01%-2,32113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp30,141$1.72M0.03%+12,71513F-HRTimelineGroup
SPROTT INC.29,717$1.69M0.06%-57413F-HRTimeline
Strategic Wealth Partners, Ltd.28,736$1.64M0.12%+30013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC28,079$1.6M0.4%-1,09013F-HRTimeline
Kathleen S. Wright Associates Inc.27,783$1.6M0.59%013F-HRTimeline
BLAIR WILLIAM & CO/IL27,262$1.55M<0.01%-1,83313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…26,637$1.52M0.01%-6,68513F-HRTimelineGroup
Timber Creek Capital Management LLC26,518$1.51M0.36%-14613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co26,244$1.49M<0.01%+2,66813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,816$1.47M0.01%+64513F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.25,802$1.47M0.1%-30013F-HRTimelineGroup
Hunting Hill Global Capital, LLC25,800$1.47M0.55%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,506$1.45M0.01%-3813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp25,232$1.44M<0.01%-12,28313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…24,232$1.38M<0.01%+11213F-HRTimeline
Lincoln Capital LLC23,019$1.33M0.25%-13213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC23,046$1.31M0.03%-37213F-HRTimelineGroup
Blue Fin Capital, Inc.22,994$1.31M0.21%-5013F-HRTimeline
Aigen Investment Management, LP16,508$1.31M0.2%-5,43413F-HRTimeline
MEKETA INVESTMENT GROUP INC /ADV22,505$1.28M4.21%+1,89013F-HRTimeline
Ensign Peak Advisors, Inc22,369$1.27M<0.01%-9,50013F-HR/ATimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC22,245$1.27M<0.01%+28513F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP22,210$1.26M<0.01%-31,34513F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding23,057$1.25M-2,561Timeline
Castle Rock Wealth Management, LLC22,033$1.25M0.28%+80513F-HRTimeline
Westerkirk Capital Inc.21,600$1.23M0.14%-2,40013F-HRTimeline
AXA Investment Managers S.A.21,267$1.21M<0.01%13F-HRTimeline
Concentric Capital Strategies, LP21,105$1.2M0.06%new13F-HRTimeline
Henshaw Capital LLC20,600$1.17M0.04%new13F-HRTimeline
Glenview Trust Co20,090$1.14M0.02%+8,73813F-HRTimeline
MML INVESTORS SERVICES, LLC20,003$1.14M<0.01%+20613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,900$1.13M<0.01%+1,40713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,221$1.09M<0.01%-1,28113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,219$1.09M0.01%-1,06813F-HRTimelineGroup
Jain Global LLC19,200$1.09M0.01%new13F-HRTimeline
Williams Jones Wealth Management, LLC.18,921$1.08M0.01%+45713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,862$1.07M0.02%+15813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC18,681$1.06M<0.01%-1,00713F-HRTimelineGroup
Maryland State Retirement & Pension Sys…18,585$1.06M0.02%013F-HRTimeline
Copeland Capital Management, LLC18,330$1.04M0.02%-4,30413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC17,760$1.01M0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC17,596$1M0.03%-39513F-HRTimeline
Waterfront Wealth Inc.18,478$1M0.2%013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.17,300$985K0.01%+1,30013F-HRTimeline
Advisors Asset Management, Inc.17,118$975K0.02%+3,68013F-HR/ATimeline
Chemistry Wealth Management LLC17,110$974K0.19%-37413F-HRTimeline
Foundations Investment Advisors, LLC16,939$965K0.01%-1,22613F-HRTimeline
GSA CAPITAL PARTNERS LLP16,488$939K0.08%+11,47213F-HRTimeline
&PARTNERS16,343$930K0.01%+99013F-HRTimeline
Summit Trail Advisors, LLC16,310$929K0.01%+6,99913F-HRTimeline
Compound Planning, Inc.16,269$926K0.03%+2,36813F-HRTimeline
Geneos Wealth Management Inc.16,082$916K0.02%-37913F-HRTimeline
Crossmark Global Holdings, Inc.15,927$907K0.01%+92213F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD15,795$899K<0.01%-146,22113F-HRTimeline
Gotham Asset Management, LLC15,788$899K<0.01%new13F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)15,724$895K0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC15,707$894K0.05%+10,96613F-HRTimelineGroup
Malaga Cove Capital, LLC15,607$889K0.32%-40013F-HRTimeline
Aviso Financial Inc.15,600$888K0.04%-6,29213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,198$865K0.02%+14,43413F-HRTimelineGroup
Resurgent Financial Advisors LLC15,087$859K0.42%new13F-HRTimeline
Laurion Capital Management LP15,000$854K0.12%new13F-HRTimeline
Maridea Wealth Management LLC14,953$816K0.13%new13F-HRTimeline
Chicago Capital, LLC14,284$813K0.02%013F-HRTimeline
Capital Advisors Wealth Management, LLC14,197$808K0.12%013F-HRTimeline
Investment Management Corp of Ontario14,071$801K0.01%-8,80013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC13,939$794K0.17%-2,08913F-HRTimeline
Metis Global Partners, LLC13,802$785K0.02%+43213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,625$776K0.03%-74413F-HRTimelineGroup
CULBERTSON A N & CO INC13,463$767K0.11%-24513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,240$754K<0.01%+18713F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC12,988$740K0.01%+3,09013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…12,623$719K<0.01%+24813F-HRTimelineGroup
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…12,570$716K0.05%013F-HRTimelineGroup
Equity Wealth Partners, LLC12,472$710K0.58%13F-HRTimeline
Carnegie Lake Advisors LLC12,301$700K0.27%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,300$700K<0.01%+4,47813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding12,090$688K-1,348Timeline
UMB Bank, n.a.11,942$680K0.01%+27113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,935$680K0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC11,913$678K<0.01%-63613F-HRTimeline
Advisory Services Network, LLC11,869$676K0.01%+1313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC11,839$674K0.58%+1,06713F-HRTimeline
Taylor Hoffman Capital Management LLC11,822$673K0.21%013F-HRTimeline
TBH Global Asset Management, LLC11,783$671K0.13%-48513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC11,759$670K0.01%013F-HRTimelineGroup
National Philanthropic Trust11,756$669K0.01%+51513F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA11,586$660K0.04%013F-HRTimeline
Herold Advisors, Inc.11,294$643K0.15%-1,49913F-HRTimeline
Assenagon Asset Management S.A.11,255$641K<0.01%-36413F-HRTimeline
Pacifica Partners Inc.11,324$630K0.23%+11313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC11,010$627K0.01%+22613F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC10,900$621K0.01%-78,16813F-HRTimelineGroup
Cambria Investment Management, L.P.10,898$621K0.04%+2,17813F-HR/ATimeline
Waverly Advisors, LLC10,804$615K0.01%-6913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,748$612K0.01%+3,95913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,730$611K<0.01%+1,22813F-HRTimeline
Cresset Asset Management, LLC10,675$608K<0.01%+1413F-HR/ATimeline
Verition Fund Management LLC10,449$595K<0.01%+3,53613F-HRTimeline
UniSuper Management Pty Ltd7,500$594K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC10,423$593K<0.01%-30,94313F-HR/ATimelineGroup
Avior Wealth Management, LLC10,221$582K0.02%+2,49713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,888$563K0.02%-56213F-HRTimeline
Salvus Wealth Management, LLC9,869$562K0.31%-50513F-HRTimeline
Jackson Hole Capital Partners, LLC9,866$562K0.1%-44413F-HRTimeline
Vise Technologies, Inc.9,853$561K0.02%+2,43013F-HRTimeline
Bragg Financial Advisors, Inc9,737$554K0.02%-61,09613F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP9,606$547K<0.01%-26413F-HRTimelineGroup
Atria Investments, Inc9,575$545K0.01%-82413F-HRTimeline
Sterling Capital Management LLC9,340$532K0.01%-84513F-HRTimeline
Triasima Portfolio Management inc.9,274$528K0.08%+4,35713F-HRTimeline
CWM, LLCin group CWM, LLC9,227$525K<0.01%+6,71313F-HRTimelineGroup
EVERETT HARRIS & CO /CA/9,149$521K0.01%013F-HRTimeline
NJ State Employees Deferred Compensatio…9,092$518K0.06%013F-HRTimeline
Scientech Research LLC8,936$509K0.18%-5,66513F-HRTimeline
Summit Financial, LLC8,896$507K0.01%-15713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,802$501K<0.01%+5,03513F-HRTimelineGroup
Cardinal Point Capital Management ULC8,702$495K0.03%013F-HRTimeline
HB Wealth Management, LLC8,527$486K<0.01%+1,59613F-HRTimeline
Radnor Capital Management, LLC8,365$476K0.07%-5613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC8,167$465K<0.01%+2,16313F-HRTimeline
Carson Advisory Inc.8,051$458K0.25%+113F-HRTimeline
K.J. Harrison & Partners Inc7,959$452K0.06%013F-HRTimeline
WULFF, HANSEN & CO.7,830$446K0.38%+24013F-HRTimeline
Mutual Advisors, LLC8,178$440K0.01%-26013F-HRTimeline
Integrated Wealth Concepts LLC7,578$431K<0.01%+23813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW7,488$427K0.06%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd7,468$425K0.02%new13F-HRTimelineGroup
SIGNATUREFD, LLC7,396$421K0.01%+74913F-HRTimeline
Cambridge Investment Research Advisors,…7,370$420K<0.01%+40213F-HRTimeline
AXQ CAPITAL, LP7,320$417K0.16%new13F-HRTimeline
SIG North Trading, ULC7,223$411K0.06%-4,87013F-HRTimeline
ASR Vermogensbeheer N.V.7,212$411K<0.01%+11713F-HRTimeline
Hendershot Investments Inc.7,158$408K0.05%013F-HRTimeline
Curi Capital, LLC7,153$407K0.01%-9913F-HRTimeline
Schneider Downs Wealth Management Advis…7,149$407K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,025$400K<0.01%+2,49513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE6,857$390K<0.01%+38713F-HRTimelineGroup
Heritage Wealth Advisors6,648$379K0.02%-113F-HRTimeline
Calydon Capital6,613$377K0.06%-6,11113F-HRTimeline
Proficio Capital Partners LLC6,454$367K0.03%-2713F-HR/ATimeline
Lester Murray Antman dba SimplyRich6,258$356K0.1%-113F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,213$354K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC6,148$350K<0.01%-19,41413F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO6,141$350K0.04%+3,69013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,985$347K<0.01%+1,77313F-HRTimelineGroup
Northwest Financial Advisors6,045$344K0.44%-23513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,005$342K<0.01%+32513F-HRTimelineGroup
Evercore Wealth Management, LLC5,946$339K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC5,907$336K0.02%+56013F-HRTimeline
LANARK FINANCIAL, INC.5,903$336K0.03%-34613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,823$332K0.01%+3413F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC5,811$331K0.1%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,750$327K0.01%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,740$327K<0.01%13F-HRTimelineGroup
GoodHaven Capital Management, LLC5,673$323K0.1%-3513F-HRTimeline
MGO ONE SEVEN LLC5,667$323K0.01%+16213F-HRTimeline
Moors & Cabot, Inc.5,667$323K0.01%-51313F-HRTimeline
SEARLE & CO.5,662$322K0.09%013F-HRTimeline
Morse Asset Management, Inc5,652$322K0.06%-1513F-HRTimeline
Yorktown Management & Research Co Inc5,637$321K0.26%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,575$317K-249Timeline
Hemington Wealth Management5,581$317K0.04%-2813F-HRTimeline
HRT FINANCIAL LP5,519$314K<0.01%new13F-HRTimeline
IEQ CAPITAL, LLC5,509$314K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB5,487$312K0.01%+31313F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,730$308K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,315$303K<0.01%+2,80313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,302$302K<0.01%+16813F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT5,185$295K0.01%-5613F-HRTimeline
Round Rock Advisors LLC5,153$293K0.05%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,147$293K<0.01%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,122$292K0.02%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,083$289K0.01%+56213F-HRTimeline
Argent Trust Co5,029$286K0.01%013F-HRTimeline
Arax Advisory Partners4,997$285K<0.01%+4,30313F-HRTimeline
Rossby Financial, LCC5,093$284K0.09%+5,00013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP4,948$282K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,946$282K0.02%+3413F-HRTimeline
Stamos Capital Partners, L.P.4,935$281K0.05%-8,69113F-HRTimeline
NewEdge Wealth, LLC5,099$275K<0.01%-4813F-HRTimeline
Laurus Global Equity Management Inc.4,827$275K0.19%013F-HRTimeline