BAM — BROOKFIELD ASSET MANAGEMENT IN

Ownership history in BROOKFIELD Corp /ON/  ·  12 quarters on record

This page tracks every 13F SEC filing in which BROOKFIELD Corp /ON/ reported a position in BROOKFIELD ASSET MANAGEMENT IN (BAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
80.25% (2025 Q2)
Avg. % of fund
30.22%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,193,021,145 — 0% 77.40% $62.50B $51.85
2025 Q3 UNCHANGED 1,193,021,145 — 0% 79.13% $67.93B $55.88
2025 Q2 ADDED 1,193,021,145 +1,193,020,992 +779752282.4% 80.25% $65.95B $53.86
2023 Q3 REDUCED 153 -30,527,862 -100.0% 0.00% $5K $30.59
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BAM price (monthly, adj. close)

Other funds also holding BAM

As of 2025 Q4 — sorted by position size

GFI Investment Counsel Ltd. 3Y 7Y 16.72% Partners Value Investments L.P. 3Y 7Y 15.07% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 6.68% Broad Run Investment Management, LLC 3Y 7Y 3.92% NewGen Asset Management Ltd 3Y 3.23% America First Investment Advisors, LLC 3Y 7Y 2.77% Douglass Winthrop Advisors, LLC 3Y 7Y 2.09% Blue Zone Wealth Advisors, LLC 3Y 1.81% Tacita Capital Inc 3Y 1.68% BRUNI J V & CO /CO 3Y 7Y 1.42%
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