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Who Owns BROOKFIELD ASSET MANAGEMENT LTD

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in BROOKFIELD ASSET MANAGEMENT LTD.

Who crossed 5% of BAM →
Managers holding
18
as of 2026-09-30
Reported value
$45.5M
summed across filings
Shares held
1M
Added vs trimmed
6 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Fenimore Asset Management IncCOM903.1K shtrimmed$40.3M
Mn Services Vermogensbeheer B.V.CL A LMT VTG SHS53.1K shheld$2.4M
Lincoln Capital LLCCL A LMT VTG SHS19.8K shadded$885.9K
Pacifica Partners Inc.CL A LMT VTG SHS11.5K shtrimmed$509K
Capital Advisors Wealth Management, LLCCL A LMT VTG SHS9K shadded$401.4K
Farther Finance Advisors, LLCStock5.3K shadded$235.2K
Wedmont Private CapitalCL A LMT VTG SHS5.1K sh—$230K
RHODES INVESTMENT ADVISORS INC /ADVCL A LMT VTG SHS5K shtrimmed$224.5K
GAMMA Investing LLCCommon Stock4.3K shadded$190.7K
Rosenberg Matthew HamiltonStock2K shadded$90.3K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.6K shtrimmed$70.3K
CoreCap Advisors, LLCStock569 shheld$25.4K
EASTERN BANKCL A LMT VTG SHS216 sh—$9.6K
GILPIN WEALTH MANAGEMENT, LLCCL A LMT VTG SHS200 shheld$8.9K
ELEVATION WEALTH PARTNERS, LLCCL A LMT VTG SHS158 shadded$7K
Grove Bank & TrustCL A LMT VTG SHS91 sh—$4.1K
Trust CoStock12 shheld$535
Dorato Capital ManagementCL A LMT VTG SHS5 shheld$223

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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