BAM · Company research
Brookfield Asset Management Ltd. (BAM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
35records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1674 | 75079 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Capricorn Fund Managers Ltd | 1901361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82400 | 3695640 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| COOKE & BIELER LP | 24386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2476050 | 111050843 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1044797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54669 | 2451905 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2072 | 92929 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| McMillan Office, Inc. | 2109205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 852 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Washington Trust Advisors, Inc. | 1900099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4360 | 195546 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2519 | 112977 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12948 | 580682 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Motley Fool Asset Management LLC | 1512814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169208 | 7588979 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Adalta Capital Management LLC | 1698926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29644 | 1329533 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2606 | 117 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AGF MANAGEMENT LTD | 1003518 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13874 | 622249 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Rheos Capital Works Inc. | 1735445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320000 | 14352 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Heritage Wealth Advisors | 1591122 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6648 | 298163 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Williams Jones Wealth Management, LLC. | 1788587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21212 | 951358 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 86 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bravera Wealth | 2126773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81 | 3633 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| BURKETT FINANCIAL SERVICES, LLC | 1762716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166 | 7445 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CHECK CAPITAL MANAGEMENT INC/CA | 1032814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13129 | 588836 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| LEE DANNER & BASS INC | 939219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60883 | 2730603 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Beutel, Goodman & Co Ltd. | 1361974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4579477 | 205354 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Uniplan Investment Counsel, Inc. | 1520710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39585 | 1775398 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50191 | 2251066 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Calydon Capital | 1759271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6650 | 298269 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BAKER BOYER NATIONAL BANK | 1079398 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5200 | 233220 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cardinal Capital Management, Inc. | 1518235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84812 | 3796982 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Baskin Financial Services Inc. | 1511098 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 257314 | 11526 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196372 | 8807280 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2883 | 129 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 932974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5730 | 256991 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 900 | 40330 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1448 | 64943 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3023 | 134 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 12990 | 629366 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.