Security record · archived quarter
BAM
Brookfield Asset Management Ltd. · Financial Services · Asset Management
128Tracked holders
-1Δ holders
1.40BShares held
$62.32BReported value
+7New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -0.8% ·
share flow -0.4% ·
net new positions -1.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BROOKFIELD Corp /ON/ | 1.19B | 0.0% | $53.03B | 71.4% | Held | 2 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 19.71M | -2.3% | $876.09M | 0.2% | ▼ Trim | 2 | SEC ↗ ×12 |
| 3 | Td Asset Management Inc | 13.40M | -15.0% | $594.09M | 0.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Principal Financial Group Inc | 12.74M | +62.0% | $566.09M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Vanguard Capital Management Llc | 11.57M | n/a | $514.27M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of Montreal /Can/ | 10.51M | -14.2% | $467.51M | 0.2% | ▼ Trim | 2 | SEC ↗ ×10 |
| 7 | Capital World Investors ✦ | 10.52M | +107.6% | $467.44M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 8 | Mackenzie Financial Corp | 9.77M | -1.0% | $434.11M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 9.15M | -44.1% | $406.74M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 10 | Capital International Investors | 7.62M | -42.7% | $338.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.76M | +46.1% | $256.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 12 | FIL Ltd | 5.68M | -42.2% | $252.32M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | BlackRock ✦ (passive) | 5.52M | +0.2% | $245.21M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 14 | Manufacturers Life Insurance… | 5.32M | +15.6% | $236.31M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | CIBC Asset Management Inc | 5.28M | +8.8% | $235.42M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passive) | 4.89M | +6.1% | $224.11M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 17 | TD Waterhouse Canada Inc. | 4.71M | +220.4% | $206.14M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 18 | Massachusetts Financial Services Co… | 3.89M | -13.8% | $197.80M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 19 | State Street Global Advisors ✦ (passive) | 3.82M | +3.5% | $169.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Neuberger Berman Group LLC | 3.77M | +17.2% | $167.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Cibc World Market Inc. | 3.69M | -14.5% | $163.87M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 3.45M | +11.0% | $153.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 23 | Goldman Sachs Group ✦ | 3.23M | +59.0% | $143.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 24 | Bank Of Nova Scotia | 3.00M | -0.8% | $133.43M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 2.48M | -9.0% | $109.56M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 26 | Legal & General Group Plc | 2.22M | -5.2% | $98.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Markel Group ✦ | 2.19M | 0.0% | $97.52M | 0.8% | Held | 8 | SEC ↗ ×2 |
| 28 | Canada Pension Plan Investment Board | 2.17M | -13.9% | $96.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 1.96M | +40.9% | $87.06M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Jane Street Group, Llc | 1.88M | +11040.1% | $83.51M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Toronto Dominion Bank | 1.72M | -0.7% | $76.35M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 32 | Invesco Ltd. | 1.61M | -4.6% | $71.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 33 | JPMorgan Chase ✦ | 1.55M | +4.9% | $66.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 34 | First Manhattan Co. Llc. | 1.11M | -0.4% | $49.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 1.10M | +283.7% | $49.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Connor, Clark & Lunn Investment… | 1.06M | -70.4% | $47.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northern Trust Corp | 1.05M | +1.3% | $46.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Nuveen, LLC | 1.04M | -0.7% | $46.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Bank of New York Mellon Corp | 1.01M | -3.4% | $44.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 40 | Healthcare Of Ontario Pension Plan… | 942.00K | +17.8% | $41.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Corient Private Wealth LP | 901.30K | -67.3% | $40.35M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Hrt Financial Lp | 830.46K | +4065.6% | $36.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | 1832 Asset Management L.P. | 807.92K | +3.3% | $35.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 823.07K | +12050.4% | $35.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Deutsche Bank Ag\ | 791.87K | -10.7% | $35.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 46 | Amundi | 704.29K | +48.9% | $31.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Caisse De Depot Et Placement Du… | 692.00K | New | $30.67M | 0.0% | New | 1 | SEC ↗ |
| 48 | UBS Group AG | 654.49K | +15.3% | $29.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | Wells Fargo & Company/Mn | 645.82K | +28.6% | $28.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 50 | AQR Capital Management ✦ | 556.57K | +855.5% | $24.74M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 51 | Barclays Plc | 511.41K | +255.7% | $22.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Schroder Investment Management Group | 468.19K | n/a | $20.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | New York State Common Retirement… | 452.30K | 0.0% | $20.10M | 0.0% | Held | 2 | SEC ↗ |
| 54 | Envestnet Asset Management Inc | 451.06K | +21.3% | $20.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bamco Inc /Ny/ | 398.07K | -59.6% | $17.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 56 | Citadel Advisors ✦ | 384.39K | -88.3% | $17.09M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 57 | Aviva Plc | 351.21K | +2.8% | $15.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Susquehanna International Group, Llp | 322.55K | New | $14.34M | 0.0% | New | 1 | SEC ↗ |
| 59 | Rhumbline Advisers | 314.20K | +0.4% | $13.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Korea Investment CORP | 294.38K | +2.8% | $13.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 281.53K | +105.5% | $12.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Raymond James Financial Inc | 264.46K | -1.0% | $11.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 63 | Wellington Management ✦ | 248.70K | -8.5% | $11.05M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 64 | T. Rowe Price ✦ | 216.28K | +12.0% | $9.62M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 65 | State Board Of Administration Of… | 213.56K | +2.3% | $9.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Millennium Management ✦ | 211.36K | -65.4% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Stifel Financial Corp | 209.51K | -0.1% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 68 | UBS AM, a distinct business unit of… | 198.72K | +1.6% | $8.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Sei Investments Co | 195.49K | +63.4% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | Alliancebernstein L.P. | 150.30K | 0.0% | $7.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Clearbridge Investments, LLC | 176.62K | +85.2% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Citigroup Inc | 169.14K | -6.2% | $7.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | Franklin Resources Inc | 160.47K | +26.4% | $7.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 74 | Pictet Asset Management Holding SA | 156.97K | -3.0% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Creative Planning | 138.73K | -7.2% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | State Of Wisconsin Investment Board | 129.18K | -10.2% | $5.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Cerity Partners LLC | 114.73K | +132.3% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 78 | Russell Investments Group, Ltd. | 115.17K | -0.9% | $5.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 79 | Zurcher Kantonalbank (Zurich… | 106.56K | +2.5% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | HighTower Advisors, LLC | 94.10K | -58.4% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Mariner, LLC | 85.30K | +104.3% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Assenagon Asset Management S.A. | 81.08K | +689.0% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Focus Partners Wealth | 76.05K | +14.3% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | American Century Companies Inc | 74.59K | +34.5% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Brown Advisory Inc | 74.59K | -6.6% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Two Sigma Investments ✦ | 73.77K | New | $3.28M | 0.0% | New | 1 | SEC ↗ |
| 87 | Ameriprise Financial Inc | 68.92K | -75.1% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 88 | Janus Henderson Group Plc | 69.79K | -4.6% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 89 | Cetera Investment Advisers | 64.83K | +26.5% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Asset Management One Co., Ltd. | 61.92K | 0.0% | $2.75M | 0.0% | Held | 2 | SEC ↗ |
| 91 | LPL Financial LLC | 55.76K | -27.7% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Pnc Financial Services Group, Inc. | 54.57K | +3.3% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 93 | Squarepoint Ops LLC | 50.90K | New | $2.26M | 0.0% | New | 1 | SEC ↗ |
| 94 | Cwm, Llc | 33.89K | +193.5% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Rockefeller Capital Management L.P. | 33.63K | -0.1% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 96 | BNP Paribas Asset Management… | 33.03K | +12.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 97 | Bridgewater Associates ✦ | 30.38K | New | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 98 | Wealth Enhancement Advisory… | 30.15K | +3.0% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Charles Schwab Investment… | 28.25K | +2.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Bnp Paribas Financial Markets | 27.54K | +18.1% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Caisse De Depot Et Placement… | $30.67M | 0.0% |
| Susquehanna International… | $14.34M | 0.0% |
| Two Sigma Investments | $3.28M | 0.0% |
| Squarepoint Ops LLC | $2.26M | 0.0% |
| Bridgewater Associates | $1.35M | 0.0% |
Exited
| Norges Bank | $263.44M | was 0.0% |
| Point72 Asset Management | $2.04M | was 0.0% |
| Qube Research & Technologies… | $1.62M | was 0.0% |
| Capstone Investment Advisors… | $1.34M | was 0.0% |
| Marshall Wace | $609,715 | was 0.0% |
| Lido Advisors, LLC | $205,349 | was 0.0% |
| Group One Trading Llc | $111,172 | was 0.0% |
| Mirae Asset Global… | $95,717 | was 0.0% |
| Optiver Holding B.V. | $6,654 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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