Brookfield Asset Management Ownership | Who Owns Brookfield Asset Management?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Brookfield Asset Management | 70.68% | 3.78% | 25.54% |
Industry | Asset Management Stocks | 33.65% | 9.09% | 57.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Partners value investments lp | 30.81M | 7.35% | $1.67B |
Capital world investors | 23.86M | 5.70% | $1.29B |
Royal bank of canada | 20.13M | 4.80% | $1.09B |
Fmr | 19.65M | 4.69% | $1.06B |
Vanguard group | 16.90M | 4.04% | $916.68M |
Td asset management | 16.66M | 3.98% | $903.32M |
Capital investors | 16.12M | 3.85% | $873.35M |
Fil | 15.37M | 3.67% | $833.58M |
Mackenzie financial | 11.83M | 2.82% | $664.18M |
Bank of montreal /can/ | 9.58M | 2.29% | $518.66M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Partners value investments lp | 30.81M | 18.10% | $1.67B |
Portland investment counsel | 394.15K | 5.47% | $21.33M |
America first investment advisors | 449.36K | 5.32% | $24.35M |
Meketa capital | 43.75K | 5.31% | $2.37M |
Cortland associates inc/mo | 565.62K | 3.49% | $30.65M |
Broad run investment management | 470.69K | 3.47% | $25.51M |
West ban | 93.09K | 3.31% | $5.04M |
Douglass winthrop advisors | 2.66M | 2.80% | $144.08M |
Blue zone wealth advisors | 152.11K | 2.38% | $8.24M |
Qv investors | 414.76K | 2.32% | $22.48M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 5.30M | 0.04% | 5.30M |
William blair investment management | 3.77M | 0.50% | 3.77M |
National bank of canada /fi/ | 4.09M | 0.23% | 3.05M |
Connor, clark & lunn investment management | 4.00M | 0.98% | 2.03M |
Madison investment advisors | 1.74M | 1.06% | 1.74M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Beutel, goodman | 2.65M | 0.78% | -1.77M |
Mackenzie financial | 11.83M | 0.95% | -1.33M |
Cibc asset management | 2.90M | 0.52% | -1.05M |
Cooke & bieler lp | 1.97M | 1.03% | -1.04M |
Neuberger berman group | 2.26M | 0.10% | -991.26K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 5.30M | 0.04% | 5.30M | $287.36M |
William blair investment management | 3.77M | 0.50% | 3.77M | $204.17M |
Madison investment advisors | 1.74M | 1.06% | 1.74M | $94.12M |
Marshall wace, llp | 799.43K | 0.05% | 799.43K | $43.32M |
Guardian partners | 322.19K | 1.83% | 322.19K | $17.94M |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 558 | 0.18% | 296,050,193 | 2.85% | 70 | 1.50% | 232 | 1.75% | 184 | -4.17% |
Sep 30, 2024 | 557 | 3.15% | 287,852,474 | -3.01% | 68 | 1.33% | 228 | -16.48% | 192 | 20.00% |
Jun 30, 2024 | 540 | 8.65% | 296,775,550 | 9.84% | 71 | 1.51% | 273 | 21.88% | 160 | 3.90% |
Mar 31, 2024 | 497 | 2.26% | 270,194,534 | 0.84% | 68 | 1.53% | 224 | 7.69% | 154 | -6.67% |
Dec 31, 2023 | 486 | 8.00% | 267,939,802 | 1.91% | 67 | 1.48% | 208 | 7.22% | 165 | 13.01% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Principal Aligned MidCap Equity | 25.64M | 1.70% | -1.77M |
Principal MidCap R5 | 25.64M | 1.70% | -781.24K |
Vanguard Total Intl Stock Index Inv | 20.85M | 1.38% | 54.36K |
Akre Focus Instl | 17.31M | 1.15% | - |
RBC Canadian Dividend Fund A | 13.06M | 0.87% | - |
Vanguard Developed Markets Index Admiral | 12.87M | 0.85% | 56.88K |
American Funds Fundamental Invs A | 11.30M | 0.75% | - |
Capital Group Fundamental Invtrs Comp | 11.30M | 0.75% | - |
American Funds American Balanced A | 10.79M | 0.72% | - |
American Funds Europacific Growth A | 10.58M | 0.70% | -11.99K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $2.29M |
Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $4.06M |
Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $193.60 |
Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $149.60 |
Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $2.28M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q1 | - | 5 |
2023 Q4 | - | 54 |
2023 Q3 | - | - |
2023 Q2 | - | 1 |
BAM Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools