13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Investment AdviceHigh-convictionMulti-bagger
BAM

BROOKFIELD ASSET MANAGEMENT LTD

663 institutions still hold BROOKFIELD ASSET MANAGEMENT LTD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 113004105·Investment Advice·663 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.3%
vs prior quarter
13F value held
$61.0B
65.0% inst. owned
of float
Holders
663
-7 QoQ
filers reporting
Activity
+53 / −21
+779 added · −738 reduced
this quarter
Concentration
86.87%
BROOKFIELD Corp /ON/ #1
top holder share
AI Holders Summary · Q1 2026

663 institutions reported BAM in Q1 2026. BROOKFIELD Corp /ON/ leads at 86.9% of the visible book. -7 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BROOKFIELD Corp /ON/
CIK 0001001085
$53.0B1.19B71.44%Q1 202602
Partners Value Investments L.P.
CIK 0001162777
$1.3B29.6M14.07%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$876M19.7M0.15%Q1 202604
TD ASSET MANAGEMENT INC
CIK 0001056053
$594M13.4M0.48%Q1 202605
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$566M12.7M0.30%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$514M11.6M0.01%Q1 202607
BANK OF MONTREAL /CAN/
CIK 0000927971
$470M10.6M0.17%Q1 202608
Capital World Investors
CIK 0001422849
$467M10.5M0.06%Q1 202609
MACKENZIE FINANCIAL CORP
CIK 0000919859
$434M9.8M0.52%Q1 202610
FMR LLC
CIK 0000315066
$407M9.1M0.02%Q1 202611
Capital International Investors
CIK 0001562230
$339M7.6M0.08%Q1 202612
MORGAN STANLEY
CIK 0000895421
$256M5.8M0.02%Q1 202613
FIL Ltd
CIK 0000318989
$252M5.7M0.20%Q1 202614
BlackRock, Inc.
CIK 0002012383
$245M5.5M0.00%Q1 202615
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$236M5.3M0.20%Q1 202616
CIBC Asset Management Inc
CIK 0001021926
$235M5.3M0.58%Q1 202617
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$224M4.9M0.01%Q1 202618
TD Waterhouse Canada Inc.
CIK 0001999606
$206M4.7M0.61%Q1 202619
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$198M3.9M0.07%Q1 202620
CITADEL ADVISORS LLC
CIK 0001423053
$177M3.4M0.03%Q4 2025
Page 1 of 34
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