Security record · archived quarter
BAM
Brookfield Asset Management Ltd. · Financial Services · Asset Management
128Tracked holders
+3Δ holders
1.42BShares held
$74.28BReported value
+4New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow -0.5% ·
net new positions +3.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | +2 | 1.40B | $63.15B | +9 | −8 |
| Q1 2026 | 128 | -1 | 1.40B | $62.32B | +7 | −9 |
| Q4 2025 | 128 | +3 | 1.42B | $74.28B | +4 | n/a |
| Q3 2025 | 18 | -1 | 76.06M | $4.33B | +2 | −4 |
| Q2 2025 | 17 | -1 | 72.34M | $4.00B | +1 | −2 |
| Q1 2025 | 15 | +3 | 38.99M | $1.89B | +4 | −1 |
| Q4 2024 | 12 | +2 | 35.88M | $1.95B | +2 | n/a |
| Q3 2024 | 9 | -2 | 35.89M | $1.70B | n/a | −2 |
| Q2 2024 | 11 | n/a | 35.27M | $1.34B | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BROOKFIELD Corp /ON/ | 1.19B | n/a | $62.50B | 77.4% | n/c | 1 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 20.18M | n/a | $1.06B | 0.2% | n/c | 1 | SEC ↗ ×12 |
| 3 | The Vanguard Group ✦ (passive) | 17.72M | +1.7% | $928.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Fidelity (FMR) ✦ | 16.38M | -7.7% | $857.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 5 | Td Asset Management Inc | 15.77M | n/a | $827.14M | 0.7% | n/c | 1 | SEC ↗ ×2 |
| 6 | Capital International Investors | 13.31M | n/a | $697.41M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 12.26M | n/a | $642.10M | 0.3% | n/c | 1 | SEC ↗ ×9 |
| 8 | Mackenzie Financial Corp | 9.86M | n/a | $518.28M | 0.6% | n/c | 1 | SEC ↗ |
| 9 | FIL Ltd | 9.82M | n/a | $514.49M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 10 | Principal Financial Group Inc | 7.86M | n/a | $411.97M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 11 | BlackRock ✦ (passive) | 5.50M | +1.7% | $288.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 12 | Capital World Investors ✦ | 5.07M | -67.2% | $265.43M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 13 | Norges Bank ✦ (passive) | 5.03M | New | $263.44M | 0.0% | New | 1 | SEC ↗ |
| 14 | CIBC Asset Management Inc | 4.85M | n/a | $255.45M | 0.6% | n/c | 1 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passive) | 4.60M | +7.2% | $245.50M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 16 | Manufacturers Life Insurance… | 4.60M | n/a | $241.57M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Massachusetts Financial Services Co… | 4.51M | n/a | $236.08M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 18 | Cibc World Market Inc. | 4.31M | n/a | $225.95M | 0.4% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 3.94M | +10.7% | $206.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 20 | State Street Global Advisors ✦ (passive) | 3.69M | +1.7% | $193.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Connor, Clark & Lunn Investment… | 3.58M | n/a | $187.42M | 0.5% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 3.27M | +2601.0% | $171.58M | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 23 | Neuberger Berman Group LLC | 3.22M | n/a | $168.72M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 24 | Bank Of America Corp /De/ | 3.11M | n/a | $162.76M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 25 | Bank Of Nova Scotia | 3.03M | n/a | $158.57M | 0.2% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 2.76M | n/a | $143.18M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 27 | National Bank Of Canada /Fi/ | 2.73M | n/a | $142.49M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 28 | Canada Pension Plan Investment Board | 2.52M | n/a | $132.14M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Legal & General Group Plc | 2.34M | n/a | $122.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Markel Group ✦ | 2.19M | 0.0% | $114.94M | 0.9% | Held | 7 | SEC ↗ ×2 |
| 31 | Goldman Sachs Group ✦ | 2.03M | +27.7% | $106.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 32 | Toronto Dominion Bank | 1.73M | n/a | $90.61M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 33 | Invesco Ltd. | 1.68M | n/a | $88.16M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 34 | JPMorgan Chase ✦ | 1.48M | -53.9% | $77.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 35 | TD Waterhouse Canada Inc. | 1.47M | n/a | $76.94M | 0.5% | n/c | 1 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 1.39M | New | $72.81M | 0.1% | New | 1 | SEC ↗ |
| 37 | First Manhattan Co. Llc. | 1.11M | n/a | $58.33M | 0.2% | n/c | 1 | SEC ↗ |
| 38 | Nuveen, LLC | 1.05M | n/a | $54.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Bank of New York Mellon Corp | 1.04M | n/a | $54.63M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 40 | Northern Trust Corp | 1.04M | n/a | $54.51M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Bamco Inc /Ny/ | 984.87K | n/a | $51.60M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 886.93K | n/a | $46.47M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 43 | Healthcare Of Ontario Pension Plan… | 800.00K | n/a | $41.91M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | 1832 Asset Management L.P. | 782.24K | n/a | $40.98M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Millennium Management ✦ | 611.43K | -31.7% | $32.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | UBS Group AG | 567.78K | n/a | $29.75M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 47 | Wells Fargo & Company/Mn | 502.12K | n/a | $26.31M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 48 | Amundi | 472.89K | n/a | $24.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | New York State Common Retirement… | 452.30K | n/a | $23.70M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Envestnet Asset Management Inc | 371.76K | n/a | $19.48M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Aviva Plc | 341.61K | n/a | $17.91M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Rhumbline Advisers | 312.87K | n/a | $16.39M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Renaissance Technologies ✦ | 287.52K | New | $15.06M | 0.0% | New | 1 | SEC ↗ |
| 54 | Korea Investment CORP | 286.39K | n/a | $15.02M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 276.47K | n/a | $14.64M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 56 | Wellington Management ✦ | 271.86K | -6.2% | $14.24M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 57 | Raymond James Financial Inc | 267.25K | n/a | $14.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 58 | HighTower Advisors, LLC | 226.14K | n/a | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Stifel Financial Corp | 209.71K | n/a | $10.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 60 | State Board Of Administration Of… | 208.69K | n/a | $10.93M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 195.65K | n/a | $10.25M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | T. Rowe Price ✦ | 193.09K | +7.4% | $10.12M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 63 | Citigroup Inc | 180.42K | n/a | $9.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Pictet Asset Management Holding SA | 161.87K | n/a | $8.49M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Alliancebernstein L.P. | 150.32K | n/a | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Creative Planning | 149.53K | n/a | $7.83M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | State Of Wisconsin Investment Board | 143.88K | n/a | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Barclays Plc | 143.79K | n/a | $7.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Quantinno Capital Management LP | 137.02K | n/a | $7.18M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Franklin Resources Inc | 126.91K | n/a | $6.65M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 71 | First Trust Advisors Lp | 122.67K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Sei Investments Co | 119.67K | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Russell Investments Group, Ltd. | 116.25K | n/a | $6.10M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 74 | Zurcher Kantonalbank (Zurich… | 103.90K | n/a | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Clearbridge Investments, LLC | 95.35K | n/a | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Brown Advisory Inc | 79.86K | n/a | $4.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | LPL Financial LLC | 77.07K | n/a | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Janus Henderson Group Plc | 73.15K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 79 | Focus Partners Wealth | 66.54K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Asset Management One Co., Ltd. | 61.92K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 58.25K | +561.8% | $3.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 82 | American Century Companies Inc | 55.47K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 52.81K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 84 | Cetera Investment Advisers | 51.24K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cerity Partners LLC | 49.39K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 86 | Mariner, LLC | 41.75K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | BNP Paribas Asset Management… | 29.35K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 88 | Point72 Asset Management ✦ | 39.04K | New | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 89 | Commonwealth Equity Services, Llc | 35.59K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Rockefeller Capital Management L.P. | 33.66K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 91 | Qube Research & Technologies Ltd | 30.93K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Wealth Enhancement Advisory… | 29.28K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Charles Schwab Investment… | 27.60K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Capstone Investment Advisors, Llc | 25.63K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Blair William & Co/Il | 24.99K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | California State Teachers… | 23.80K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bnp Paribas Financial Markets | 23.32K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Ensign Peak Advisors, Inc | 22.37K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Mml Investors Services, Llc | 22.07K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Us Bancorp \De\ | 20.61K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $263.44M | 0.0% |
| D. E. Shaw & Co. | $72.81M | 0.1% |
| Renaissance Technologies | $15.06M | 0.0% |
| Point72 Asset Management | $2.04M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 617 holders, 1.48B shares, $65.39B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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