13FPulse
BA

BAM BROOKFIELD ASSET MGMT-A

2026Q2 · CUSIP 113004105 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
611
Institutions that reported holding it to the SEC
Net decrease in holders
11
Last quarter 622 → now 611
How unusual is that
Bottom 20%
Stronger than only 12% of US stocks
What the filings say, in one paragraph

611 funds held BAM at the end of 2026Q2, down 11 from the quarter before. Fund flows are within the usual range — nothing unusual. BAM has had 7 buying rushes in its history, and the price moved +6.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2023Q1: holders=457 2023Q2: holders=448 2023Q3: holders=444 2023Q4: holders=474 2024Q1: holders=486 2024Q2: holders=527 2024Q3: holders=549 2024Q4: holders=569 2025Q1: holders=585 2025Q2: holders=602 2025Q3: holders=588 2025Q4: holders=628 2026Q1: holders=622 2026Q2: holders=611 -41 -20.5 +0 +20.5 +41 399530660 23Q123Q223Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20% -3.0%
2025Q2 Top 20% -15.2% -13.2%
2025Q1 Top 20% +2.1% -15.3%
2024Q3 Top 20% +6.3% +4.7%
2024Q2 Top 5% +38.4% +50.8%
2023Q4 Top 20% -0.1% +1.3%
2023Q1 Top 10% +6.7% +8.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
215
Change in large funds
+12
Total value they hold
$67.0B
Funds buying for the first time
73
Funds that sold out entirely
84
Price change that quarter
+3.2%
Funds holding puts (bearish)
14
Funds holding calls (bullish)
14

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.