Brookfield Asset Management Ownership | Who Owns Brookfield Asset Management?


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Brookfield Asset Management Ownership Summary


Brookfield Asset Management is owned by 70.68% institutional investors, 3.78% insiders, and 25.54% retail investors. Partners value investments lp is the largest institutional shareholder, holding 7.35% of BAM shares. Principal Aligned MidCap Equity is the top mutual fund, with 1.70% of its assets in Brookfield Asset Management shares.

BAM Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBrookfield Asset Management70.68%3.78%25.54%
IndustryAsset Management Stocks33.65%9.09%57.26%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Partners value investments lp30.81M7.35%$1.67B
Capital world investors23.86M5.70%$1.29B
Royal bank of canada20.13M4.80%$1.09B
Fmr19.65M4.69%$1.06B
Vanguard group16.90M4.04%$916.68M
Td asset management16.66M3.98%$903.32M
Capital investors16.12M3.85%$873.35M
Fil15.37M3.67%$833.58M
Mackenzie financial11.83M2.82%$664.18M
Bank of montreal /can/9.58M2.29%$518.66M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Partners value investments lp30.81M18.10%$1.67B
Portland investment counsel394.15K5.47%$21.33M
America first investment advisors449.36K5.32%$24.35M
Meketa capital43.75K5.31%$2.37M
Cortland associates inc/mo565.62K3.49%$30.65M
Broad run investment management470.69K3.47%$25.51M
West ban93.09K3.31%$5.04M
Douglass winthrop advisors2.66M2.80%$144.08M
Blue zone wealth advisors152.11K2.38%$8.24M
Qv investors414.76K2.32%$22.48M

Top Buyers

HolderShares% AssetsChange
Norges bank5.30M0.04%5.30M
William blair investment management3.77M0.50%3.77M
National bank of canada /fi/4.09M0.23%3.05M
Connor, clark & lunn investment management4.00M0.98%2.03M
Madison investment advisors1.74M1.06%1.74M

Top Sellers

HolderShares% AssetsChange
Beutel, goodman2.65M0.78%-1.77M
Mackenzie financial11.83M0.95%-1.33M
Cibc asset management2.90M0.52%-1.05M
Cooke & bieler lp1.97M1.03%-1.04M
Neuberger berman group2.26M0.10%-991.26K

New Positions

HolderShares% AssetsChangeValue
Norges bank5.30M0.04%5.30M$287.36M
William blair investment management3.77M0.50%3.77M$204.17M
Madison investment advisors1.74M1.06%1.74M$94.12M
Marshall wace, llp799.43K0.05%799.43K$43.32M
Guardian partners322.19K1.83%322.19K$17.94M

Sold Out

HolderChange
Quest partners-1.00
Jaffetilchin investment partners-1.00
Evermay wealth management-11.00
Golden state equity partners-47.00
Castleview partners-51.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20245580.18%296,050,1932.85%701.50%2321.75%184-4.17%
Sep 30, 20245573.15%287,852,474-3.01%681.33%228-16.48%19220.00%
Jun 30, 20245408.65%296,775,5509.84%711.51%27321.88%1603.90%
Mar 31, 20244972.26%270,194,5340.84%681.53%2247.69%154-6.67%
Dec 31, 20234868.00%267,939,8021.91%671.48%2087.22%16513.01%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Principal Aligned MidCap Equity25.64M1.70%-1.77M
Principal MidCap R525.64M1.70%-781.24K
Vanguard Total Intl Stock Index Inv20.85M1.38%54.36K
Akre Focus Instl17.31M1.15%-
RBC Canadian Dividend Fund A13.06M0.87%-
Vanguard Developed Markets Index Admiral12.87M0.85%56.88K
American Funds Fundamental Invs A11.30M0.75%-
Capital Group Fundamental Invtrs Comp11.30M0.75%-
American Funds American Balanced A10.79M0.72%-
American Funds Europacific Growth A10.58M0.70%-11.99K

Recent Insider Transactions


DateNameRoleActivityValue
Jan 02, 2024BCP GP Ltd Former 10% OwnerSell$2.29M
Jan 02, 2024BCP GP Ltd Former 10% OwnerSell$4.06M
Jan 02, 2024BCP GP Ltd Former 10% OwnerSell$193.60
Jan 02, 2024BCP GP Ltd Former 10% OwnerSell$149.60
Jan 02, 2024BCP GP Ltd Former 10% OwnerSell$2.28M

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q1-5
2023 Q4-54
2023 Q3--
2023 Q2-1

BAM Ownership FAQ


Who Owns Brookfield Asset Management?

Brookfield Asset Management shareholders are primarily institutional investors at 70.68%, followed by 3.78% insiders and 25.54% retail investors. The average institutional ownership in Brookfield Asset Management's industry, Asset Management Stocks, is 33.65%, which Brookfield Asset Management exceeds.

Who owns the most shares of Brookfield Asset Management?

Brookfield Asset Management’s largest shareholders are Partners value investments lp (30.81M shares, 7.35%), Capital world investors (23.86M shares, 5.70%), and Royal bank of canada (20.13M shares, 4.80%). Together, they hold 17.85% of Brookfield Asset Management’s total shares outstanding.

Does Blackrock own Brookfield Asset Management?

BlackRock is not among the top 10 institutional shareholders of Brookfield Asset Management.

Who is Brookfield Asset Management’s biggest shareholder by percentage of total assets invested?

Partners value investments lp is Brookfield Asset Management’s biggest shareholder by percentage of total assets invested, with 18.10% of its assets in 30.81M Brookfield Asset Management shares, valued at 1.67B$.

Who is the top mutual fund holder of Brookfield Asset Management shares?

Principal Aligned MidCap Equity is the top mutual fund holder of Brookfield Asset Management shares, with 1.70% of its total shares outstanding invested in 25.64M Brookfield Asset Management shares.

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