§ FINANCIAL SERVICES
USD · Financial ServicesBAM
BROOKFIELD ASSET MGMT-A
USDSector · Financial ServicesBeta · 1.78
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 48.24HIGH 48.33LOW 47.5552W 41.78 — 64.10
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
282 increased/new, 215 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 29.3 | P/B | 8.32 |
| EPS (TTM) | 1.52 | Dividend | 4.65% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BROOKFIELD Corp /ON/ | 1193.0M | 71.4% | ±0% |
| Partners Value Investments L.P. | 29.6M | 14.1% | −4% |
| ROYAL BANK OF CANADA | 19.7M | 0.2% | −2% |
| TD Asset Management Inc | 13.4M | 0.5% | −15% |
| PRINCIPAL FINANCIAL GROUP INC | 12.7M | 0.3% | +62% |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.6M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for BAM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER8.4% · 0 holders
OTHER81.1% · 512 holders
DEALER / BANK4.3% · 47 holders
QUALITY / COMPOUNDER3.5% · 28 holders
INCOME / DEFENSIVE1.4% · 22 holders
PASSIVE / INDEX0.9% · 9 holders
SYSTEMATIC / QUANT0.2% · 8 holders
ACTIVIST0.1% · 1 holder
TACTICAL / MACRO0.1% · 4 holders
DEEP VALUE0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BAM in the last 180 days.