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Of the 15 tracked institutions holding BAM, 9 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +2.6pt. It's a gauge of who owns the name, not just how many.
Among the 15 tracked institutional investors we monitor, BAM (BROOKFIELD ASSET MANAGMT LTD) is held with a combined value of $1.97B across 41,185,233 shares. The largest holder is VANGUARD GROUP INC with a position worth $928.41M (0.01% of their portfolio). 2 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$1.97B
Total Shares Held
41,185,233
Institutional Holders
15
Days to Cover
5.8-3.7%
18.84M shares short · FINRA 2026-06-30
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $928.41M | 0.01% | +1.7% |
| 2 | FMR LLC | $406.74M | 0.02% | -44.1% |
| 3 | BlackRock, Inc. | $245.21M | 0.00% | +0.2% |
| 4 | STATE STREET CORP | $169.68M | 0.01% | +3.5% |
| 5 | MARKEL GROUP INC. | $97.52M | 0.82% | - |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $49.04M | 0.08% | +283.7% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $24.74M | 0.01% | +855.5% |
| 8 | CITADEL ADVISORS LLC | $17.09M | 0.01% | -88.3% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | $11.05M | 0.00% | -8.5% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $9.62M | 0.00% | +12.0% |
| Member | Type | Date |
|---|---|---|
| James M Inhofe | Sell | Jun 29, 2020 |
| James M Inhofe | Sell | Mar 20, 2020 |
| James M Inhofe | Sell | Feb 20, 2020 |
| James M Inhofe | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of BAM with a position worth $928.41M, representing 0.01% of their portfolio. In total, 15 institutional investors hold BAM with a combined value of $1.97B.
In the most recent quarter, 2 funds opened a new position in BAM. Additionally, 6 increased their holdings and 6 reduced their positions.
Institutional investors hold $1.97B worth of BAM stock across 15 positions. The largest institutional holder is VANGUARD GROUP INC with $928.41M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BAM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their BAM positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Jan 27, 2020 |
| James M Inhofe | Sell | Aug 14, 2018 |
| James M Inhofe | Sell | May 3, 2018 |
Last Close
$48.33
2026-07-17
YTD
-9.6%
27% of 52-week range
