Brookfield Asset Management Ltd.
Brookfield Asset Management Ltd. (BAM) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · BAM · as of Sep 30, 2024
Ownership Breakdown
563
Institutional Holders
▲ 17 vs Q2
$13.96B
Total Inst. Value
▲ $2.65B vs Q2
1.60B
Shares Outstanding
freeFloat 20.10%
294.66M
13F Shares Held
▼ 2.18M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
BAM largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
PARTNERS VALUE INVESTMENTS LP investment advice | 30.81M | 1.84% | 1.84% | $1.46T | Nov 15, 2024 | — held |
CAPITAL WORLD INVESTORS investment advice | 23.86M | 1.42% | 1.42% | $1.13T | Nov 13, 2024 | ▲ 110.2K |
ROYAL BANK OF CANADA investment advice | 19.97M | 1.19% | 1.19% | $944.20B | Nov 14, 2024 | ▲ 4.06M |
FMR LLC investment advice | 19.20M | 1.15% | 1.15% | $907.80B | Nov 13, 2024 | ▼ 1.50M |
VANGUARD GROUP INC investment advice | 16.64M | 99.27% | 99.27% | $786.61B | Nov 13, 2024 | ▲ 335.4K |
CAPITAL INTERNATIONAL INVESTORS investment advice | 16.00M | 95.47% | 95.47% | $756.66B | Nov 13, 2024 | ▲ 45.6K |
TD ASSET MANAGEMENT INC investment advice | 15.31M | 91.32% | 91.32% | $724.26B | Nov 1, 2024 | ▲ 1.75M |
FIL LTD investment advice | 14.79M | 88.27% | 88.27% | $699.46B | Nov 13, 2024 | ▲ 406.9K |
MACKENZIE FINANCIAL CORP investment advice | 13.17M | 78.56% | 78.56% | $622.47B | Nov 13, 2024 | ▼ 356.5K |
BANK OF MONTREAL /CAN/ investment advice | 9.24M | 55.11% | 55.11% | $435.73B | Nov 13, 2024 | ▲ 43.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
29
Increased
+11.88M shares0
New Positions
first time holders18
Decreased
−11.44M shares0
Sold Out
fully exitedNet shares change (top 50)
+446.2K
+11.88M / −11.44M
Net new holders
+11
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
BAM insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
BCP GP Ltd Former 10% Owner | Jan 2, 2024 | Sale | 1,037,120 | $2.20 | $2.28M | 26.24M | Form 4 ↗ |
BCP GP Ltd Former 10% Owner | Jan 2, 2024 | Sale | 1,038,919 | $2.20 | $2.29M | 25.20M | Form 4 ↗ |
BCP GP Ltd Former 10% Owner | Jan 2, 2024 | Sale | 1,846,591 | $2.20 | $4.06M | 23.35M | Form 4 ↗ |
BCP GP Ltd Former 10% Owner | Jan 2, 2024 | Sale | 88 | $2.20 | $193.6 | 23.35M | Form 4 ↗ |
BCP GP Ltd Former 10% Owner | Jan 2, 2024 | Sale | 68 | $2.20 | $149.6 | 23.35M | Form 4 ↗ |
Brookfield REIT Adviser LLC 10 percent owner | Dec 31, 2024 | J-Other | 277,691 | $12.07 | $3.35M | 186.4K | Form 4 ↗ |
BCP GP Ltd 10 percent owner | Dec 28, 2023 | Sale | 101,174 | $2.23 | $225.9K | 27.69M | Form 4 ↗ |
BCP GP Ltd 10 percent owner | Dec 28, 2023 | Sale | 101,350 | $2.23 | $226.2K | 27.58M | Form 4 ↗ |
BCP GP Ltd 10 percent owner | Dec 28, 2023 | Sale | 180,142 | $2.23 | $402.1K | 27.40M | Form 4 ↗ |
BCP GP Ltd 10 percent owner | Dec 28, 2023 | Sale | 9 | $2.23 | $20.091 | 27.40M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Brookfield Asset Management Ltd. (BAM) is primarily owned by institutional investors, who hold approximately 18.4% of total shares outstanding. Company insiders own approximately 79.90%, while retail and public investors account for the remaining 1.65%.
The largest institutional shareholder of Brookfield Asset Management Ltd. is PARTNERS VALUE INVESTMENTS LP, holding approximately 30.81 million shares — equal to 1.84% of outstanding shares — as of September 30, 2024.
A total of 563 institutional investors currently hold BAM stock, with a combined institutional value of approximately $13.96 billion as of the most recent 13F filing period.
Frequently asked questions
BAM ownershipBrookfield Asset Management Ltd. (BAM) is primarily owned by institutional investors, who hold approximately 18.4% of shares. The largest shareholder is PARTNERS VALUE INVESTMENTS LP with a 1.84% stake. Company insiders hold 79.90%. Data sourced from SEC Form 13F as of September 30, 2024.