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BROOKFIELD ASSET MANAGMT LTD (BAM)

Name: BROOKFIELD ASSET MANAGMT LTD (BAM) — Institutional ownership, SEC filings and insider activity
Creator: Sightfile
License: https://www.sec.gov/privacy#dissemination

Institutional ownership, SEC filings and insider activity

Sector: Financials · SEC CIK 0001937926 · EDGAR filings · Updated 2026-07-27

BROOKFIELD ASSET MANAGMT LTD (BAM) has 621 institutional managers reporting positions valued at $65.9B per the latest 13F reporting period. SEC filings include an active substantial-doubt (going concern) disclosure per the filings.

Institutional managers

621

Reported 13F value

$65.9B

Data flags

1 active

from SEC filings

Filings this week (2)

2026-07-27 — Current report (8-K) filed
2026-07-23 — Current report (8-K) filed

Every filing links to the official SEC document. Real-time filing alerts for this company are available inside the app.

Latest updates

2026-07-06 — Current report (8-K) filed
2026-06-23 — Current report (8-K) filed
2026-06-09 — Current report (8-K) filed
2026-05-11 — Current report (8-K) filed
2026-05-08 — Current report (8-K) filed
2026-05-08 — Quarterly report (10-Q) filed
2026-05-08 — Current report (8-K) filed
2026-05-06 — Current report (8-K) filed

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, BROOKFIELD ASSET MANAGMT LTD has 621 institutional holders.

#	Institution	Reported value	% of tracked total
1	BROOKFIELD Corp /ON/	$53.0B	80.5%
2	Partners Value Investments L.P.	$1.32B	2.0%
3	ROYAL BANK OF CANADA	$876.1M	1.3%
4	TD Asset Management Inc	$594.1M	0.9%
5	PRINCIPAL FINANCIAL GROUP INC	$566.1M	0.9%
6	VANGUARD CAPITAL MANAGEMENT LLC	$514.3M	0.8%
7	BANK OF MONTREAL /CAN/	$467.5M	0.7%
8	Capital World Investors	$467.4M	0.7%
9	MACKENZIE FINANCIAL CORP	$434.1M	0.7%
10	FMR LLC	$406.7M	0.6%

Full holder history and quarter-over-quarter changes are available inside the app.

Data flags from SEC filings

Active substantial-doubt (going concern) disclosure per the filings, most recently filed 2026-03-02 (recurring since 2023-04-03) — source filing. The authoritative details are those stated in the filing itself.

Fails-to-deliver

The SEC's fails-to-deliver file for 2026-06-30 reports 488 failed-to-deliver shares ($435.2K) for BAM — an official data point published by the SEC, shown as reported.

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See full history, cross-references and alerts on Sightfile

Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-27.