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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
Aspen Grove Capital, LLC5,006$277K0.05%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP4,948$274K0.01%013F-HRTimeline
Triasima Portfolio Management inc.4,917$272K0.05%-4,81113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,912$272K0.02%-2013F-HRTimeline
Laurus Global Equity Management Inc.4,827$267K0.17%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,741$262K0.01%-65513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,604$255K0.02%-22713F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT4,571$252K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,530$250K<0.01%+18313F-HRTimeline
Compass Ion Advisors, LLC4,529$250K0.03%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,521$250K0.01%new13F-HRTimeline
SageView Advisory Group, LLC3,904$245K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,415$244K<0.01%+13213F-HRTimelineGroup
Washington Trust Advisors, Inc.4,360$241K0.02%-13513F-HRTimeline
Allie Family Office LLC4,302$238K0.12%013F-HRTimeline
Focus Financial Network, Inc.4,242$234K0.01%-20013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,212$232K<0.01%+96613F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…4,078$225K0.01%13F-HRTimeline
Arkadios Wealth Advisors4,073$225K0.01%new13F-HRTimeline
Crescent Grove Advisors, LLC3,957$219K0.02%new13F-HRTimeline
Belmont Capital, LLC3,918$216K0.03%013F-HRTimeline
PDS Planning, Inc3,870$214K0.02%new13F-HRTimeline
SYON CAPITAL LLC3,851$213K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,836$212K0.01%-1,07113F-HRTimeline
Family Manage LLC3,788$209K0.03%new13F-HRTimeline
Verdence Capital Advisors LLC3,777$209K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,767$208K<0.01%-1,08113F-HRTimelineGroup
Heron Bay Capital Management3,759$208K0.04%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding3,753$207K-770Timeline
SIMPLEX TRADING, LLC3,729$206K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC3,688$204K<0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC3,670$203K0.01%013F-HRTimeline
Advisors Capital Management, LLC3,635$201K<0.01%new13F-HRTimeline
Trivium Point Advisory, LLC3,627$200K0.02%new13F-HRTimeline
Lineweaver Wealth Advisors, LLC3,622$200K0.03%new13F-HRTimeline
SBI Securities Co., Ltd.3,454$191K0.01%+25013F-HRTimeline
Versant Capital Management, Inc2,687$148K0.02%-2713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,606$144K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,519$139K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,514$139K<0.01%+8613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,512$139K<0.01%+49713F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO2,451$135K<0.01%+1,56213F-HRTimeline
Parallel Advisors, LLC2,407$133K<0.01%+84913F-HRTimeline
AdvisorNet Financial, Inc2,325$129K0.01%new13F-HRTimeline
GoalVest Advisory LLC2,180$121K0.03%+19013F-HRTimeline
Arax Advisory Partners694$116K0.01%+2613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,973$109K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.1,972$109K0.01%-16413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,947$108K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,886$104K<0.01%-36913F-HRTimelineGroup
DAGCO, INC.1,765$97.6K0.03%013F-HRTimeline
Anchor Investment Management, LLC1,759$97.2K0.01%-5613F-HRTimeline
Parkside Financial Bank & Trust1,714$94.8K0.01%013F-HRTimeline
Clearstead Trust, LLC1,676$92.7K0.02%+10113F-HRTimeline
Financial Perspectives, Inc1,620$89.6K0.03%013F-HRTimeline
Cromwell Holdings LLC1,591$88K0.05%013F-HRTimeline
PRIVATE TRUST CO NA1,532$84.7K0.01%+28113F-HRTimeline
Key Financial Inc1,513$83.6K0.02%013F-HRTimeline
Addison Advisors LLC1,407$77.8K0.02%+35313F-HRTimeline
LOUISBOURG INVESTMENTS INC.1,402$77.5K0.02%-48,75013F-HRTimeline
Hanson & Doremus Investment Management1,298$72K0.01%013F-HRTimeline
HM PAYSON & CO1,300$71.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,241$68.6K<0.01%+18113F-HRTimeline
Oslo Pensjonsforsikring AS1,200$66.3K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,190$65.4K0.04%-1013F-HRTimeline
Provenance Wealth Advisors, LLC1,124$62.1K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,070$59.1K<0.01%+50813F-HRTimeline
Larson Financial Group LLC1,057$58.4K<0.01%-4013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,035$57.2K<0.01%013F-HRTimeline
BFSG, LLC1,007$55.7K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,001$55.3K0.02%+1,00013F-HRTimeline
Princeton Global Asset Management LLC1,000$55.3K0.01%-5,16213F-HRTimeline
First Horizon Advisors, Inc.995$55K<0.01%+55813F-HRTimeline
HARBOUR INVESTMENTS, INC.940$52K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…921$50.9K<0.01%-73513F-HRTimelineGroup
Legacy Bridge, LLC909$50.2K0.02%013F-HRTimeline
NewEdge Advisors, LLC850$47K<0.01%-1113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC893$43K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…764$42.2K<0.01%-10,17413F-HRTimelineGroup
Sagard Holdings Management Inc.710$39.3K0.11%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.613$33.9K<0.01%+8813F-HRTimelineGroup
Mountain Hill Investment Partners Corp.597$33K0.03%013F-HRTimeline
Truvestments Capital LLC587$32.4K0.01%-35013F-HRTimeline
IFP Advisors, Inc584$32.3K<0.01%+513F-HRTimeline
Global Retirement Partners, LLC577$31.9K<0.01%13F-HRTimeline
Allworth Financial LP574$31.7K<0.01%+11213F-HRTimeline
CoreCap Advisors, LLC566$31.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC536$29.6K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC521$28.8K<0.01%+44213F-HRTimeline
Pinnacle Financial Partners Inc494$27.3K<0.01%013F-HRTimeline
Caitong International Asset Management …466$25.8K0.02%+43213F-HRTimeline
Hara Capital LLC451$24.9K0.02%013F-HRTimeline
GAMMA Investing LLC430$23.8K<0.01%+4313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC412$22.8K<0.01%+28213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management411$22.7K<0.01%-3013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC410$22.7K<0.01%new13F-HRTimeline
Briaud Financial Planning Inc408$22K0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC405$22K<0.01%-3013F-HRTimelineGroup
Community Bank, N.A.382$21.1K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC373$20.6K0.01%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…348$19.2K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC331$18.3K<0.01%013F-HR/ATimeline
Asset Dedication, LLC306$16.9K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton305$16.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC301$16.6K<0.01%-93013F-HRTimeline
Stone House Investment Management, LLC285$15.7K<0.01%-10013F-HRTimeline
CENTRAL TRUST Co282$15.6K<0.01%new13F-HRTimeline
MOTCO248$15.3K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC267$14.8K<0.01%-27213F-HRTimeline
Pinnacle Bancorp, Inc.262$14.5K<0.01%013F-HRTimeline
Promus Capital, LLC237$13.1K0.01%013F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC253$13K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC220$12.1K<0.01%+7813F-HRTimeline
Fortitude Family Office, LLC207$11.4K<0.01%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC200$11.1K<0.01%new13F-HRTimeline
FSA Wealth Management LLC196$10.8K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC190$10.5K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…190$10.5K0.01%013F-HRTimelineGroup
Kings Path Partners LLC188$10.4K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…183$10.1K<0.01%-113F-HRTimeline
Costello Asset Management, INC176$9.73K<0.01%+1613F-HRTimeline
Boreal Capital Management LLC175$9.67K0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC151$9.46K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN155$8.57K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.149$8.24K<0.01%013F-HRTimeline
Compass Planning Associates Inc136$7.51K0.01%+113F-HRTimeline
New England Capital Financial Advisors …133$7.33K<0.01%+113F-HRTimeline
CVA Family Office, LLC132$7.3K<0.01%013F-HRTimeline
JNBA Financial Advisors129$7.13K<0.01%013F-HRTimeline
Hilltop National Bank127$7.02K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc118$6.52K<0.01%+3613F-HRTimeline
North Capital, Inc.112$6.19K0.01%013F-HRTimeline
Accent Capital Management, LLC106$5.86K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$5.53K<0.01%013F-HRTimeline
Park Square Financial Group, LLC100$5.53K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC88$5.42K<0.01%+3613F-HRTimeline
Rossby Financial, LCC93$5.14K<0.01%-43013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.90$4.97K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC84$4.64K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.83$4.59K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC82$4.53K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC80$4.42K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC79$4.37K<0.01%013F-HRTimeline
NewSquare Capital LLC78$4.31K<0.01%+3313F-HRTimeline
Lowe Wealth Advisors, LLC78$4.31K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…77$4.26K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC76$4.22K<0.01%new13F-HRTimeline
Brooklyn Investment Group76$4.2K<0.01%+1713F-HR/ATimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…76$4.19K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…72$3.98K<0.01%+4713F-HRTimelineGroup
Accredited Wealth Management, LLC71$3.92K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.70$3.87K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC68$3.76K<0.01%new13F-HRTimeline
Robinswood Financial LLC66$3.65K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.65$3.59K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC65$3.59K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.62$3.43K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC62$3.43K<0.01%+1113F-HRTimeline
MAR VISTA INVESTMENT PARTNERS LLC61$3.37K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC59$3.27K<0.01%new13F-HR/ATimeline
Beacon Capital Management, LLC55$3.02K<0.01%-1913F-HRTimeline
Hughes Financial Services, LLC44$2.77K<0.01%013F-HRTimeline
Blue Trust, Inc.50$2.76K<0.01%+2213F-HRTimeline
VSM Wealth Advisory, LLC48$2.65K<0.01%013F-HRTimeline
Ridgewood Investments LLC45$2.49K<0.01%013F-HRTimeline
North Star Investment Management Corp.40$2.21K<0.01%013F-HRTimeline
Towne Trust Company, N.A37$2.04K<0.01%013F-HR/ATimeline
Abound Wealth Management33$1.83K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC33$1.82K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$1.71K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC26$1.44K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC20$1.11K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc20$1.11K<0.01%013F-HRTimeline
Covestor Ltd26$1K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC18$995<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.15$830<0.01%013F-HRTimeline
McIlrath & Eck, LLC14$774<0.01%013F-HRTimeline
St. Johns Investment Management Company…13$719<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11$608<0.01%013F-HRTimeline
Private Wealth Management Group, LLC8$443<0.01%013F-HRTimeline
Aventura Private Wealth, LLC7$387<0.01%013F-HRTimeline
Garde Capital, Inc.6$332<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$277<0.01%-313F-HRTimeline
ROTHSCHILD INVESTMENT LLC4$221<0.01%013F-HRTimeline
SITTNER & NELSON, LLC4$221<0.01%013F-HRTimeline
New Millennium Group LLC3$166<0.01%013F-HRTimeline
Transce3nd, LLC3$166<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$55<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$34<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.