Who Holds Brookfield Asset Management Ltd. (BAM)? 620 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 620 holders, $66.7 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Brookfield Corp /ON/ | 1,193,021,145 | $53.5 billion | +0% | 13F |
| Partners Value Investments L.P. | 29,588,407 | $1.3 billion | +0% | 13F |
| ROYAL BANK OF CANADA | 21,259,887 | $954 million | +8% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | 13,551,754 | $608 million | +6% | 13F |
| Capital World Investors | 13,485,369 | $605 million | +28% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,604,929 | $521 million | +0% | 13F |
| MACKENZIE FINANCIAL CORP | 7,748,249 | $493 million | -21% | 13F |
| TD Asset Management Inc | 10,836,730 | $486 million | -19% | 13F |
| BANK OF MONTREAL /CAN/ | 10,754,386 | $482 million | +2% | 13F |
| Capital International Investors | 7,664,210 | $344 million | +1% | 13F |
| MORGAN STANLEY | 6,876,269 | $308 million | +19% | 13F |
| BlackRock, Inc. | 6,168,410 | $277 million | +12% | 13F |
| CIBC Asset Management Inc | 5,701,677 | $257 million | +8% | 13F |
| FMR LLC | 5,329,761 | $239 million | -42% | 13F |
| TD Waterhouse Canada Inc. | 5,003,128 | $227 million | +6% | 13F |
| NORGES BANK | 4,996,073 | $224 million | New | 13F |
| NEUBERGER BERMAN GROUP LLC | 4,854,713 | $218 million | +29% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 4,601,246 | $215 million | -6% | 13F |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,686,883 | $210 million | -12% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,629,105 | $190 million | -7% | 13F |
| GOLDMAN SACHS GROUP INC | 3,918,684 | $176 million | +21% | 13F |
| STATE STREET CORP | 3,755,973 | $168 million | -2% | 13F |
| NATIONAL BANK OF CANADA /FI/ | 3,708,355 | $166 million | +50% | 13F |
| Caisse de depot et placement du Quebec | 3,679,099 | $165 million | +432% | 13F |
| CIBC WORLD MARKET INC. | 3,568,168 | $160 million | -3% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 3,445,377 | $155 million | +1% | 13F |
| DAVENPORT & Co LLC | 3,357,238 | $150 million | -1% | 13F |
| COOKE & BIELER LP | 3,064,050 | $137 million | -1% | 13F |
| BANK OF AMERICA CORP /DE/ | 3,016,329 | $135 million | -13% | 13F |
| BANK OF NOVA SCOTIA | 2,911,831 | $131 million | -3% | 13F |
| Vanguard Global Advisers, LLC | 2,904,268 | $130 million | +8% | 13F |
| FIL Ltd | 2,828,174 | $127 million | -50% | 13F |
| Legal & General Group Plc | 2,329,537 | $104 million | +5% | 13F |
| Markel Group Inc. | 2,193,953 | $98 million | +0% | 13F |
| Douglass Winthrop Advisors, LLC | 2,095,371 | $94 million | -1% | 13F |
| SCOTIA CAPITAL INC. | 2,053,526 | $92 million | +6% | 13F |
| TORONTO DOMINION BANK | 1,765,437 | $79 million | +3% | 13F |
| Polar Asset Management Partners Inc. | 1,650,165 | $74 million | New | 13F |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,641,737 | $74 million | -24% | 13F |
| INTACT INVESTMENT MANAGEMENT INC. | 1,609,078 | $72 million | -3% | 13F |
| Madison Asset Management, LLC | 1,570,419 | $70 million | -6% | 13F |
| JPMORGAN CHASE & CO | 1,599,818 | $70 million | +3% | 13F |
| JANE STREET GROUP, LLC | 1,563,571 | $70 million | -17% | 13F |
| MILLENNIUM MANAGEMENT LLC | 1,509,083 | $68 million | +614% | 13F |
| 1832 Asset Management L.P. | 1,269,340 | $57 million | +57% | 13F |
| JONES FINANCIAL COMPANIES LLLP | 1,208,246 | $54 million | +47% | 13F |
| Federation des caisses Desjardins du Quebec | 1,178,219 | $53 million | +27% | 13F |
| Quadrature Capital Ltd | 1,173,362 | $53 million | +107% | 13F |
| NORTHERN TRUST CORP | 1,101,554 | $49 million | +5% | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 1,091,775 | $49 million | +3% | 13F |
| Nuveen, LLC | 1,089,912 | $49 million | +5% | 13F |
| FIRST MANHATTAN CO. LLC. | 1,069,167 | $48 million | -3% | 13F |
| Alyeska Investment Group, L.P. | 1,063,448 | $48 million | New | 13F |
| Sather Financial Group Inc | 944,347 | $42 million | +65% | 13F |
| Bank of New York Mellon Corp | 934,507 | $42 million | -7% | 13F |
| Fenimore Asset Management Inc | 908,085 | $41 million | -1% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 839,902 | $38 million | +8% | 13F |
| Amundi | 778,923 | $35 million | +11% | 13F |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 768,961 | $34 million | -17% | 13F |
| DEUTSCHE BANK AG\ | 702,508 | $32 million | -11% | 13F |
| WELLS FARGO & COMPANY/MN | 687,238 | $31 million | +6% | 13F |
| OMERS ADMINISTRATION Corp | 675,600 | $30 million | New | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 672,964 | $30 million | +46% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 635,125 | $28 million | +14% | 13F |
| Invesco Ltd. | 628,251 | $28 million | -61% | 13F |
| Broad Run Investment Management, LLC | 602,709 | $27 million | 0% | 13F |
| UBS Group AG | 594,032 | $27 million | -9% | 13F |
| D. E. Shaw & Co., Inc. | 567,472 | $25 million | -71% | 13F |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 544,903 | $24 million | +16% | 13F |
| GFI Investment Counsel Ltd. | 541,297 | $24 million | -2% | 13F |
| MUFG SECURITIES (CANADA), LTD. | 532,989 | $24 million | -5% | 13F |
| NICOLA WEALTH MANAGEMENT LTD. | 515,658 | $23 million | +19% | 13F |
| GUARDIAN CAPITAL LP | 512,297 | $23 million | +43% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 489,638 | $22 million | +9% | 13F |
| DDD Partners, LLC | 435,175 | $20 million | New | 13F |
| Russell Investments Group, Ltd. | 431,006 | $19 million | +274% | 13F |
| Balyasny Asset Management L.P. | 429,159 | $19 million | New | 13F |
| PORTLAND INVESTMENT COUNSEL INC. | 422,387 | $19 million | +0% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | 418,500 | $19 million | -7% | 13F |
| Public Sector Pension Investment Board | 417,834 | $19 million | +581% | 13F |
| CI INVESTMENTS INC. | 410,315 | $18 million | +0% | 13F |
| MONTRUSCO BOLTON INVESTMENTS INC. | 394,654 | $18 million | +14% | 13F |
| Fiera Capital Corp | 380,446 | $17 million | +2% | 13F |
| PICTON MAHONEY ASSET MANAGEMENT | 373,792 | $17 million | New | 13F |
| Addenda Capital Inc. | 259,947 | $17 million | +4% | 13F |
| Fideuram Asset Management (Ireland) dac | 252,291 | $16 million | New | 13F |
| FRANKLIN RESOURCES INC | 336,511 | $15 million | +110% | 13F |
| Corient Private Wealth LP | 331,366 | $15 million | -63% | 13F |
| Guardian Partners Inc. | 329,729 | $15 million | -3% | 13F |
| Quantinno Capital Management LP | 321,557 | $14 million | +14% | 13F |
| RHUMBLINE ADVISERS | 319,025 | $14 million | +2% | 13F |
| BARCLAYS PLC | 313,116 | $14 million | -39% | 13F |
| Capital International, Inc./CA/ | 296,720 | $13 million | +0% | 13F |
| RAYMOND JAMES FINANCIAL INC | 294,328 | $13 million | +11% | 13F |
| AVIVA PLC | 288,054 | $13 million | -18% | 13F |
| America First Investment Advisors, LLC | 285,378 | $13 million | +0% | 13F |
| Marathon Asset Management Ltd | 283,088 | $13 million | -13% | 13F |
| Sequoia Financial Advisors, LLC | 281,732 | $13 million | -3% | 13F |
| BRUNI J V & CO /CO | 270,666 | $12 million | -1% | 13F |
| Partners Group Holding AG | 269,350 | $12 million | -13% | 13F |
Questions and answers
- How many institutions hold Brookfield Asset Management Ltd.?
- 620 managers reported Brookfield Asset Management Ltd. on Form 13F for the quarter ended 30 June 2026, against 627 the quarter before.
- Who is the largest institutional holder of Brookfield Asset Management Ltd.?
- Brookfield Corp /ON/, with 1,193,021,145 shares worth $53.5 billion on its 13F for Q2 2026.
- How many institutions bought or sold out of Brookfield Asset Management Ltd. in Q2 2026?
- 70 managers reported a new position and 77 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Brookfield Asset Management Ltd., Q2 2026", https://app.tamarly.ai/holders/brookfield-asset-management, built from SEC EDGAR.
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