BROOKFIELD ASSET MANAGMT LTD (BAM): Institutional Ownership
Hedge funds and institutional managers reporting a position in BAM · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
21
13F filers
Aggregate Value
$189.0M
Across holders
Last Price
$44.62
2026-06-26
Sector
Financials
GICS
Holder activity12 new5 added4 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| MARKEL CORP (MKL) CIK 0001096343 | Hedge Fund | 1.24M | $55.1M | 29.1% | 0.5% | Added | +$12.6M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 1.10M | $49.0M | 26.0% | 0.1% | Added | +$36.3M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 548K | $24.4M | 12.9% | 0.0% | Added | +$21.8M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 387K | $18.7M | 9.9% | 0.0% | New | — | Q1 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 384K | $17.1M | 9.0% | 0.0% | Added | +$14.8M | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 101K | $5.7M | 3.0% | 0.0% | New | — | Q3 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 94K | $4.6M | 2.4% | 0.0% | New | — | Q1 2025 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 74K | $3.3M | 1.7% | 0.0% | New | — | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 60K | $2.7M | 1.4% | 0.0% | Added | +$2.5M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 31K | $1.6M | 0.9% | 0.0% | New | — | Q4 2025 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 30K | $1.4M | 0.7% | 0.0% | New | — | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 23K | $1.0M | 0.5% | 0.0% | Reduced | $-6K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 18K | $796K | 0.4% | 0.0% | New | — | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 12K | $610K | 0.3% | 0.0% | New | — | Q4 2025 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 10K | $595K | 0.3% | 0.0% | New | — | Q3 2025 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 12K | $592K | 0.3% | 0.0% | New | — | Q1 2025 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 11K | $490K | 0.3% | 0.0% | Reduced | $-171K | Q1 2026 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 9K | $473K | 0.3% | 0.0% | New | — | Q4 2025 |
| ICONIQ Capital, LLC CIK 0001569709 | Family Office | 7K | $366K | 0.2% | 0.0% | New | — | Q2 2025 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 5K | $242K | 0.1% | 0.0% | Reduced | $-775K | Q1 2026 |
Added
Hedge Fund
$55.1M· 29.1% of total· 0.5% port· 1.24M sh· +$12.6M QoQ· Q1 2026
Added
Hedge Fund
$49.0M· 26.0% of total· 0.1% port· 1.10M sh· +$36.3M QoQ· Q1 2026
Added
Hedge Fund
$24.4M· 12.9% of total· 0.0% port· 548K sh· +$21.8M QoQ· Q1 2026
New
Hedge Fund
$18.7M· 9.9% of total· 0.0% port· 387K sh· — QoQ· Q1 2025
Added
Hedge Fund
$17.1M· 9.0% of total· 0.0% port· 384K sh· +$14.8M QoQ· Q1 2026
New
Hedge Fund
$5.7M· 3.0% of total· 0.0% port· 101K sh· — QoQ· Q3 2025
New
Hedge Fund
$4.6M· 2.4% of total· 0.0% port· 94K sh· — QoQ· Q1 2025
New
Hedge Fund
$3.3M· 1.7% of total· 0.0% port· 74K sh· — QoQ· Q1 2026
Added
Hedge Fund
$2.7M· 1.4% of total· 0.0% port· 60K sh· +$2.5M QoQ· Q1 2026
New
Hedge Fund
$1.6M· 0.9% of total· 0.0% port· 31K sh· — QoQ· Q4 2025
New
Hedge Fund
$1.4M· 0.7% of total· 0.0% port· 30K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$1.0M· 0.5% of total· 0.0% port· 23K sh· $-6K QoQ· Q1 2026
New
Institutional Manager
$796K· 0.4% of total· 0.0% port· 18K sh· — QoQ· Q1 2026
New
Hedge Fund
$610K· 0.3% of total· 0.0% port· 12K sh· — QoQ· Q4 2025
New
Hedge Fund
$595K· 0.3% of total· 0.0% port· 10K sh· — QoQ· Q3 2025
New
Hedge Fund
$592K· 0.3% of total· 0.0% port· 12K sh· — QoQ· Q1 2025
Reduced
Hedge Fund
$490K· 0.3% of total· 0.0% port· 11K sh· $-171K QoQ· Q1 2026
New
Hedge Fund
$473K· 0.3% of total· 0.0% port· 9K sh· — QoQ· Q4 2025
New
Family Office
$366K· 0.2% of total· 0.0% port· 7K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$242K· 0.1% of total· 0.0% port· 5K sh· $-775K QoQ· Q1 2026
Reduced
Institutional Manager
$220K· 0.1% of total· 0.0% port· 5K sh· $-13K QoQ· Q1 2026
1–20 of 21
1 / 2