549 tracked 13F filers disclose a position in BAM as of the latest SEC 13F filings, a combined $64.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BROOKFIELD Corp /ON/ | $53.0B | 1.2B | —Held | Q1 2026 | |
| 2 | Partners Value Investments L.P. | $1.3B | 29.6M | ▼−3.9% Reduced · −1.2M sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $876.1M | 19.7M | ▼−2.3% Reduced · −469K sh | Q1 2026 | |
| 4 | TD ASSET MANAGEMENT INC | $594.1M | 13.4M | ▼−15% Reduced · −2.4M sh | Q1 2026 | |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $566.1M | 12.7M | ▲+62% Added · +4.9M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $514.3M | 11.6M | →First observed position No prior filed position | Q1 2026 | |
| 7 | BANK OF MONTREAL /CAN/ | $467.5M | 10.5M | ▼−14% Reduced · −1.7M sh | Q1 2026 | |
| 8 | FMR LLC | $406.7M | 9.1M | ▼−44% Reduced · −7.2M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $256.1M | 5.8M | ▲+46% Added · +1.8M sh | Q1 2026 | |
| 10 | CIBC Asset Management Inc | $256.7M | 5.7M | ▲+7.9% Added · +418K sh | Q2 2026 | |
| 11 | FIL Ltd | $252.3M | 5.7M | ▼−42% Reduced · −4.1M sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $245.2M | 5.5M | ▲+0.2% Added · +13K sh | Q1 2026 | |
| 13 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $236.3M | 5.3M | ▲+16% Added · +717K sh | Q1 2026 | |
| 14 | NORGES BANK | $263.4M | 5.0M | ▼−5.5% Reduced · −295K sh | Q4 2025 | |
| 15 | TD Waterhouse Canada Inc. | $227.4M | 5.0M | ▲+6.3% Added · +295K sh | Q2 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $215.1M | 4.6M | ▼−5.8% Reduced · −286K sh | Q2 2026 | |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $197.8M | 3.9M | ▼−14% Reduced · −620K sh | Q1 2026 | |
| 18 | Neuberger Berman Group LLC | $167.7M | 3.8M | ▲+17% Added · +554K sh | Q1 2026 | |
| 19 | STATE STREET CORP | $168.5M | 3.8M | ▼−1.6% Reduced · −61K sh | Q2 2026 | |
| 20 | CIBC WORLD MARKET INC. | $163.9M | 3.7M | ▼−15% Reduced · −626K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $153.3M | 3.4M | ▲+11% Added · +342K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $152.3M | 3.4M | →First observed position No prior filed position | Q1 2026 | |
| 23 | DAVENPORT & Co LLC | $149.7M | 3.4M | ▼−1.5% Reduced · −50K sh | Q2 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $143.7M | 3.2M | ▲+59% Added · +1.2M sh | Q1 2026 | |
| 25 | COOKE & BIELER LP | $137.1M | 3.1M | ▲+54% Added · +1.1M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in BAM and 22 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 322 funds | $262.9B |
| AMAZON.COM INCAMZN | 321 funds | $191.6B |
| ALPHABET INC-CL AGOOGL | 318 funds | $168.1B |
| NVIDIA CORPNVDA | 316 funds | $371.3B |
| APPLE INCAAPL | 315 funds | $287.0B |
| META PLATFORMS INC-CLASS AMETA | 310 funds | $109.6B |
| JPMORGAN CHASE & COJPM | 310 funds | $69.1B |
| ALPHABET INC-CL CGOOG | 308 funds | $115.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 306 funds | $37.8B |
| ELI LILLY & COLLY | 299 funds | $75.2B |
| VISA INC-CLASS A SHARESV | 299 funds | $64.0B |
| JOHNSON & JOHNSONJNJ | 293 funds | $49.1B |
Ranked by how many of BAM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BAMthis pagecs | 549 funds | $64.3B |
| 113004956EQUITY | 1 funds | $2.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BAM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BAM/capital-change-brief"
Use Arkolith's capital_change_brief for BAM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BAM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.