Brookfield Asset Mgmt-a (BAM) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $469.9M

BAM ranks #885 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BAM is a top-conviction position for BROOKFIELD Corp /ON/ — at 69.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Wealth Enhancement Advisory Services, LLC has added to its BAM position for two straight quarters, increasing it by $683.7K to reach $2.0M today.

DAVENPORT & Co LLC has trimmed its BAM position for two straight quarters, cutting it by $3.1M while still holding $148.4M.

BAM is down 1.4% today, but institutions show net buying of $469.9M this quarter — a divergence between today's price move and the underlying institutional flow.

BAM posted net income of $3.1B over the trailing twelve months, and currently trades at a P/E of 24.1.

• Profitable — net income of $3.1B over the trailing twelve months
• Revenue grew 11.9% year over year
• Net income improved year over year, from $2.3B to $3.1B
• Generated $2.1B in positive operating cash flow
• Liabilities run 0.76x equity — within a conventional range