BAM in the 13F filings
Brookfield Asset Managmt LTD · CUSIP 113004105
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 5
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 5 listed it in both
- Shares listed
- 42,616,283
- combined, among listed positions
- Reported value
- $2.4bn
- combined, at the quarter end
Among the 95 comparable managers: 2 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing BAM in Q3 2025
5 of 5 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 17,748,117 | $1.0bn | 0.05% | Added | +276,593 | 13 Nov 2025 (the filing on sec.gov) |
| Capital World Investors | 15,448,435 | $880m | 0.12% | Trimmed | -921,250 | 13 Nov 2025 (the filing on sec.gov) |
| MFS Investment Management | 4,806,972 | $274m | 0.08% | Trimmed | -327,586 | 29 Oct 2025 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 2,418,806 | $138m | 0.10% | Added | +55,559 | 27 Oct 2026 (the filing on sec.gov) |
| Markel Group Inc | 2,193,953 | $125m | 1.01% | Held | 0 | 31 Oct 2025 (the filing on sec.gov) |
What managers have written about BAM
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Bruce Flatt's March 2020 update to Brookfield shareholders · Brookfield Asset Management · 23 Mar 2020 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 17,748,117 shares now+276,593
- Neuberger Berman Group LLCexisting position · 2,418,806 shares now+55,559
Reductions
- Capital World Investorsexisting position · 15,448,435 shares now-921,250
- MFS Investment Managementexisting position · 4,806,972 shares now-327,586
New positions and exits
New (0)
No new position among listed positions.
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2022 | 5 | $373m | n.a. | n.a. |
| Q1 2023 | 5 | $784m | n.a. | n.a. |
| Q2 2023 | 6 | $1.4bn | n.a. | n.a. |
| Q3 2023 | 5 | $1.6bn | n.a. | n.a. |
| Q4 2023 | 8 | $2.1bn | 5 | 2 |
| Q1 2024 | 6 | $2.3bn | 2 | 4 |
| Q2 2024 | 6 | $2.1bn | 3 | 3 |
| Q3 2024 | 5 | $2.6bn | 2 | 2 |
| Q4 2024 | 6 | $2.9bn | 2 | 3 |
| Q1 2025 | 12 | $2.7bn | 8 | 3 |
| Q2 2025 | 8 | $2.4bn | 2 | 6 |
| Q3 2025 | 5 | $2.4bn | 2 | 2 |
| Q4 2025 | 5 | $1.6bn | 10 | 14 |
| Q1 2026 | 7 | $1.1bn | 13 | 12 |
| Q2 2026 | 5 | $1.1bn | 11 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
BAM and V →BAM and AXP →BAM and BAC →Choose a stock to compare with BAM →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own BAM, latest filings →Back to the 13F Explorer →