Skip to content
Disclosery

BAM BROOKFIELD ASSET MANAGMT LTD

Follow

Stock (common), issuer CIK 1937926

599 managers (621 13F filers) reported a position in BAM shares at 2026-06-30, 1,490,331,711 shares in all. 64 filers opened a position and 67 filers sold out during the quarter.

Managers
599
13F filers
621
New
64
Added
216
Reduced
210
Sold out
67
Shares held by filers
1,490,331,711

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SEARLE & CO.5,662$254K0.06%013F-HRTimeline
Venturi Wealth Management, LLC5,655$254K0.01%+63113F-HRTimeline
Osmosis Investment Management UK Ltd5,607$251K0.01%-9,18813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,566$250K-110Timeline
Fiduciary Trust Coin group Fiduciary Trust Co5,517$247K<0.01%-5,71813F-HRTimelineGroup
Northwest Financial Advisors5,514$247K0.03%-14313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG5,487$246K<0.01%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.5,441$244K<0.01%+53513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,430$244K0.01%013F-HRTimeline
Moors & Cabot, Inc.5,391$242K0.01%-80013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC5,386$242K<0.01%-5,83013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…5,349$240K<0.01%-15,61013F-HR/ATimeline
UMB Bank, n.a.5,275$237K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Wealth, LLC5,266$236K<0.01%-47313F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.5,247$235K0.04%new13F-HRTimeline
BAKER BOYER NATIONAL BANK5,200$233K0.06%013F-HRTimeline
Intellectus Partners, LLC5,200$233K0.04%new13F-HRTimeline
Crescent Grove Advisors, LLC5,200$233K0.02%+10013F-HRTimeline
Round Rock Advisors LLC5,153$231K0.03%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,130$230K0.01%013F-HRTimeline
Verdence Capital Advisors LLC5,117$229K0.01%new13F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC5,081$228K<0.01%new13F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC5,037$226K<0.01%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP4,948$222K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.4,936$221K0.01%-30013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,933$221K<0.01%+11913F-HRTimelineGroup
Wealthspire Advisors, LLC4,919$221K<0.01%new13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC4,897$220K0.03%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC4,749$213K<0.01%-3,42813F-HRTimeline
MGO ONE SEVEN LLC4,725$212K<0.01%+19613F-HRTimeline
IEQ CAPITAL, LLC4,721$212K<0.01%-33,24413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,620$210K<0.01%new13F-HRTimelineGroup
SeaBridge Investment Advisors LLC4,565$205K0.03%-72413F-HRTimeline
Compass Ion Advisors, LLC4,529$203K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.4,360$196K0.01%013F-HRTimeline
Westerkirk Capital Inc.4,300$193K0.02%-18,10013F-HRTimeline
Farther Finance Advisors, LLC3,836$172K<0.01%+1213F-HRTimeline
Clearstead Advisors, LLC3,119$140K<0.01%-42,30813F-HRTimeline
GAMMA Investing LLC3,000$135K0.01%+1,00113F-HRTimeline
Allworth Financial LP2,958$133K<0.01%+40813F-HRTimeline
Quent Capital, LLC2,764$124K0.01%-413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,606$117K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,543$114K<0.01%+24713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,526$113K<0.01%+92713F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,519$113K<0.01%013F-HRTimelineGroup
Essential Partners LLC2,341$105K0.05%+3413F-HRTimeline
Smartleaf Asset Management LLC2,199$96.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,125$95.3K<0.01%-20013F-HRTimeline
Birchwood Financial Partners, Inc.2,102$94.3K0.08%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,072$92.9K<0.01%+28413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,973$88.5K<0.01%013F-HRTimelineGroup
Covestor Ltd1,878$84K0.05%+10813F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,870$83.9K<0.01%-51913F-HRTimeline
Global Retirement Partners, LLC1,782$79.9K<0.01%13F-HRTimeline
Stone House Investment Management, LLC1,676$75.2K0.01%+1,67513F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,674$75.1K<0.01%+30413F-HRTimeline
Parallel Advisors, LLC1,660$74.5K<0.01%-1,99013F-HRTimeline
Cromwell Holdings LLC1,591$71.4K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,562$70.1K<0.01%-1713F-HRTimeline
Financial Perspectives, Inc1,544$69.2K0.02%013F-HRTimeline
Versant Capital Management, Inc1,449$65K0.01%-10213F-HRTimeline
PRIVATE TRUST CO NA1,448$64.9K0.01%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.1,400$62.7K0.01%-213F-HRTimeline
Larson Financial Group LLC1,339$60K<0.01%+1913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,333$59.8K<0.01%-37613F-HRTimelineGroup
HM PAYSON & CO1,299$58.3K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,159$52K0.01%+85413F-HRTimeline
Provenance Wealth Advisors, LLC1,124$50.4K<0.01%013F-HRTimeline
LOM Asset Management Ltd750$47.7K0.01%+15013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,035$46.4K<0.01%013F-HRTimeline
BFSG, LLC1,007$45.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,001$44.9K0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,000$44.9K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC920$41.3K<0.01%+20613F-HRTimelineGroup
Legacy Bridge, LLC909$40.8K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.905$40.6K<0.01%-513F-HRTimeline
Hillsdale Investment Management Inc.900$40.3K<0.01%-74,97013F-HRTimeline
Allied Private Wealth LLC883$40.2K0.03%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC893$40K0.03%013F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…868$38.9K<0.01%+5213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC849$38.1K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC848$38K<0.01%+413F-HRTimeline
Key Financial Inc841$37.7K0.01%-58113F-HRTimeline
HARBOUR INVESTMENTS, INC.764$34.3K<0.01%+5513F-HRTimeline
Roble, Belko & Company, Inc755$34K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC600$31.2K<0.01%13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA600$26.9K<0.01%013F-HRTimelineGroup
Mountain Hill Investment Partners Corp.597$26.8K0.02%013F-HRTimeline
Truvestments Capital LLC587$26.3K<0.01%013F-HRTimeline
IFP Advisors, Inc582$26.1K<0.01%-41313F-HRTimeline
CoreCap Advisors, LLC569$25.5K<0.01%-213F-HRTimeline
TRUST CO OF VERMONT562$25.2K<0.01%13F-HRTimeline
Clearstead Trust, LLC523$23.5K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.489$21.9K<0.01%+16213F-HRTimeline
SHP Wealth Management459$20.6K<0.01%+5213F-HRTimeline
Neo Ivy Capital Management454$20.4K<0.01%-8,56913F-HRTimeline
Hara Capital LLC451$20.2K0.01%013F-HRTimeline
Continuum Advisory, LLC405$18.2K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.392$17.6K<0.01%-1,70513F-HRTimeline
Basecamp Wealth Advisors LLC392$17.6K<0.01%-26913F-HRTimeline
Community Bank, N.A.382$17.1K<0.01%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…348$15.6K<0.01%013F-HRTimelineGroup
GW&K Investment Management, LLC336$15K<0.01%new13F-HRTimeline
IFG Advisory, LLC310$13.9K<0.01%-3,10513F-HRTimeline
Asset Dedication, LLC306$13.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co304$13.6K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc294$13.2K<0.01%013F-HRTimeline
LRI Investments, LLC291$13.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.278$12.5K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC274$12.3K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.262$11.8K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC261$11.7K<0.01%new13F-HR/ATimeline
MOTCO248$11.1K<0.01%013F-HRTimeline
Avion Wealth250$11K<0.01%new13F-HRTimeline
True Wealth Design, LLC240$10.8K<0.01%-4913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC235$10.5K<0.01%+17013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC217$9.73K<0.01%-5,23813F-HRTimelineGroup
Fortitude Family Office, LLC207$9.28K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.207$9.26K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC200$8.97K0.01%-7213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC195$8.74K<0.01%-35513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…192$8.61K<0.01%-8013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN190$8.52K<0.01%+3513F-HRTimeline
WPG Advisers, LLC187$8.39K<0.01%013F-HRTimeline
Costello Asset Management, INC176$7.89K<0.01%013F-HRTimeline
NVWM, LLC168$7.53K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC167$7.49K0.01%+1413F-HR/ATimeline
Kemnay Advisory Services Inc.166$7.45K<0.01%+713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC166$7.45K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC154$6.91K<0.01%-9913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.150$6.73K<0.01%013F-HRTimeline
FIRST HORIZON CORP146$6.55K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC140$6.28K<0.01%-21013F-HRTimeline
New England Capital Financial Advisors …137$6.14K<0.01%+113F-HRTimeline
CVA Family Office, LLC132$5.92K<0.01%-2713F-HRTimeline
JNBA Financial Advisors129$5.79K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC121$5.43K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC106$4.75K<0.01%-13413F-HRTimeline
North Star Investment Management Corp.106$4.75K<0.01%+3813F-HRTimeline
Ares Financial Consulting, LLC105$4.71K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC101$4.53K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…100$4.49K<0.01%-5713F-HRTimeline
Triumph Capital Management100$4.49K<0.01%013F-HRTimeline
NFSG Corp90$4.04K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC87$3.9K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC83$3.85K<0.01%-1413F-HRTimeline
Fortis Group Advisors, LLC84$3.77K<0.01%013F-HRTimeline
Bravera Wealth81$3.63K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…80$3.59K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.80$3.59K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC80$3.59K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC79$3.54K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…76$3.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC72$3.27K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…72$3.23K<0.01%+4613F-HRTimeline
CX Institutional57$3K<0.01%013F-HRTimeline
Robinswood Financial LLC66$2.96K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.65$2.92K<0.01%new13F-HRTimeline
UNION SAVINGS BANK62$2.78K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.60$2.69K<0.01%+3813F-HR/ATimeline
SJS Investment Consulting Inc.58$2.6K<0.01%013F-HRTimeline
Hughes Financial Services, LLC57$2.56K<0.01%+413F-HRTimeline
JFS WEALTH ADVISORS, LLC54$2.42K<0.01%+413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC51$2.29K<0.01%013F-HRTimeline
Roxbury Financial LLC51$2.29K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.49$2.2K<0.01%-813F-HRTimeline
VSM Wealth Advisory, LLC48$2.15K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.45$2.02K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.41$2K<0.01%-20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitong International Asset Management …40$1.79K<0.01%-1313F-HRTimeline
JPL Wealth Management, LLC40$1.79K<0.01%-213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …39$1.75K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC39$1.75K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS38$1.61K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC33$1.48K<0.01%013F-HRTimeline
Nemes Rush Group LLC28$1.26K<0.01%-1813F-HRTimeline
Blue Trust, Inc.27$1.21K<0.01%013F-HRTimeline
Activest Wealth Management26$1.17K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC25$1K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…22$987<0.01%013F-HRTimeline
Advocate Investing Services LLC22$987<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21$942<0.01%013F-HRTimeline
Rossby Financial, LCC19$852<0.01%-1613F-HRTimeline
McMillan Office, Inc.19$852<0.01%013F-HRTimeline
Horizon Investments, LLC18$807<0.01%-3413F-HRTimeline
Private Wealth Asset Management, LLC18$807<0.01%013F-HRTimeline
Trust Co12$538<0.01%013F-HRTimeline
Sunrise Financial Services, LLC12$538<0.01%-1213F-HRTimeline
AMERIFLEX GROUP, INC.10$449<0.01%013F-HRTimeline
Aventura Private Wealth, LLC7$314<0.01%013F-HRTimeline
Torren Management, LLC6$278<0.01%013F-HRTimeline
Dorato Capital Management5$234<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5$225<0.01%-513F-HRTimelineGroup
Mosley Wealth Management5$224<0.01%013F-HRTimeline
Manchester Capital Management LLC4$180<0.01%-413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC4$179<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.4$179<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1$45<0.01%new13F-HRTimeline
Abound Wealth Management0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.