Free · no sign-up · Q2 2026

Which funds own BAM

Brookfield Asset Management Voting A in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $316m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $316m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 2; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Neuberger Berman Group LLC Long-only · $150bn book	$218m	0.1%	4,854,713	+$50m+1,080,300	Added
Markel Group Inc Activist · $13.1bn book	$98m	0.7%	2,193,953	+$900k0	Held

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Renaissance Technologies LLC · Quantitative$49m held before
PDT Partners LLC · Quantitative$1.0m held before

Ownership through time

At least 5 of the 95 managers whose filings are on file listed BAM in Q2 2026, against 5 in Q4 2022. 2 managers fewer than in Q1 2026: 1 started a position; 1 sold out, by its own filing; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Voloridge Investment Management LLC$9.0m

Largest increases, by shares

Capital World Investors10,516,128 to 13,485,369 shares+$133m
Neuberger Berman Group LLC3,774,413 to 4,854,713 shares+$48m
Voloridge Investment Management LLCnew: 200,133 shares+$9.0m

Largest decreases, by shares

MFS Investment Management3,886,049 to 3,629,105 shares-$13m

Left it

PDT Partners LLCwas $1.0m

Manager	First listed	Largest	Q2 2026
Capital World Investors	Q4 2022	$1.3bn	$605m
Neuberger Berman Group LLC	Q4 2022	$218m	$218m
MFS Investment Management	Q1 2023	$298m	$190m
Markel Group Inc	Q4 2022	$125m	$98m
Voloridge Investment Management LLC	Q2 2026	$9.0m	$9.0m
Fidelity (FMR LLC)	Q2 2023	$1.1bn	last listed Q4 2025
Akre Capital Management LLC	Q4 2022	$139m	last listed Q1 2024
D. E. Shaw & Co.	Q1 2026	$87m	last listed Q1 2026
Millennium Management LLC	Q1 2025	$83m	last listed Q1 2025
Marshall Wace LLP	Q4 2024	$58m	last listed Q1 2025
Renaissance Technologies LLC	Q1 2026	$49m	last listed Q1 2026
Holocene Advisors LP	Q4 2022	$19m	last listed Q1 2023
Bridgewater Associates LP	Q4 2023	$11m	last listed Q2 2025
Verition Fund Management LLC	Q1 2025	$9.4m	last listed Q1 2025
ExodusPoint Capital Management LP	Q2 2024	$9.4m	last listed Q1 2025

What BAM is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around BAM →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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