BAM — Brookfield Asset Managmt Ltd Institutional Holders · Q3 2026

Name: Who Owns BAM? 23 Institutions Hold $45.6M (Q3 2026)
Creator: ko.io

Who owns Brookfield Asset Managmt Ltd (BAM)? 23 institutions reported holding $45.63M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Fenimore Asset Management Inc ($40.3M), Mn Services Vermogensbeheer B.V. ($2.4M), Lincoln Capital LLC ($885,916).

Rank	Institution	Value	Shares	Change
1	Fenimore Asset Management Inc	$40.3M	903,098	Trimmed
2	Mn Services Vermogensbeheer B.V.	$2.4M	53,100	Hold
3	Lincoln Capital LLC	$885,916	19,825	Added
4	Pacifica Partners Inc.	$509,005	11,547	Trimmed
5	Capital Advisors Wealth Management, LLC	$401,443	9,005	Added
6	Farther Finance Advisors, LLC	$235,172	5,275	Added
7	Wedmont Private Capital	$230,006	5,092	New
8	RHODES INVESTMENT ADVISORS INC /ADV	$224,549	5,037	Trimmed
9	GAMMA Investing LLC	$190,669	4,277	Added
10	Rosenberg Matthew Hamilton	$90,275	2,025	Added
11	Versant Capital Management, Inc	$87,319	1,953	Added
12	MassMutual Private Wealth & Trust, FSB	$70,303	1,577	Trimmed
13	CoreCap Advisors, LLC	$25,366	569	Hold
14	EASTERN BANK	$9,629	216	New
15	GILPIN WEALTH MANAGEMENT, LLC	$8,916	200	Hold
16	BURKETT FINANCIAL SERVICES, LLC	$7,400	166	Hold
17	ELEVATION WEALTH PARTNERS, LLC	$7,044	158	Added
18	CX Institutional	$7,000	151	Added
19	Grove Bank & Trust	$4,057	91	New
20	Roxbury Financial LLC	$2,274	51	Hold
21	Trust Co	$535	12	Hold
22	Dorato Capital Management	$223	5	Hold
23	Castle Rock Wealth Management, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30