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BAM · Brookfield Asset Management Ltd.
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BAM Brookfield Asset Management (BAM) Insider Trading, Ownership & Congress Trades

Financial Services · Investment advice · CIK 0001937926
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
290
13F, latest reported quarter

Brookfield Asset Management insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for Brookfield Asset Management Ltd. in the period covered. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing

no insider purchases or sales on record

0 transactions on record
See all insider buying · insider selling
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
290 funds bought in last quarter
more than 86% of Financial Services
Revenue
+16.7% year over year
more than 57% of Financial Services
Margin
60.8% net margin
more than 88% of Financial Services
Buybacks
no share repurchases reported
Short interest
6.2% of the float short (float per yahoo 2026-10-26) · 6.5 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days

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A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

Who owns BAM: institutional holders (13F)

13F holdings, latest reported quarter
Brookfield Corp /ON/
1,193,021,145 sh
$53.5B
Partners Value Investments L.P.
29,588,407 sh
$1.3B
ROYAL BANK OF CANADA
21,259,887 sh
$953.5M
PRINCIPAL FINANCIAL GROUP INC
13,551,754 sh
$607.8M
Capital World Investors
13,485,369 sh
$604.8M

Congress trades in BAM

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

BAM planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

BAM mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Hennessy Focus Fund
$27.0M position · as of 2026-07-31
5.8%
VanEck Alternative Asset Manager ETF
$10.3M position · as of 2026-06-30
4.6%
Vaughan Nelson International Fund
$2.1M position · as of 2026-07-31
4.3%
Meridian Hedged Equity Fund
$1.3M position · as of 2026-06-30
3.7%
ARS Core Equity Portfolio ETF
$2.4M position · as of 2026-05-29
2.4%
DAVENPORT EQUITY OPPORTUNITIES FUND
$18.5M position · as of 2026-06-30
2.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 290 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

BAM financials

Revenue growth
+16.7%
XBRL, annual
Net margin
60.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$5.7B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+53.4%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$2.3B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.44x
long-term debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
0.57x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
+34.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+16.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Enterprise value
n/a
no close on file at or before the as-of date
FCF yield
n/a
no close on file at or before the as-of date
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$4.8B$4.0B$4.1Bn/a
Net income$2.4B$2.1B$2.1Bn/a
EPS (diluted)n/an/a1.13n/a
Operating cash flow$2.1B$1.6B$1.4Bn/a
Cash$1.6B$404.0M$9.0M$1.0M
Buybacksn/an/a$319.0Mn/a
Dividends paid$2.8B$2.5B$2.1Bn/a
SEC XBRL, fiscal years, as known on 2026-10-27

BAM Stock Sonar score 5/7 axes

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BAM ranks highest on profitability (89th percentile) and institutional and government (86th), and lowest on growth (57th), among Financial Services peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
89
Inputs
  • Return on equity+34.7% · 90 pct, sector of 205
  • Return on assets+16.9% · 88 pct, sector of 266
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
64
Inputs
  • Debt to equity0.44x · 47 pct, sector of 181
  • Cash flow to debt0.57x · 80 pct, sector of 141
Growth
57
Inputs
  • Revenue growth, YoY+16.7% · 57 pct, sector of 245
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Institutional and government
86
Inputs
  • Funds adding, latest quarter290 · 86 pct, sector of 278
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
60
Inputs
  • Short interest, % of float+6.2% · 33 pct, sector of 390
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+4.1% · 88 pct, sector of 175
2 not measured: Insider conviction, US patents
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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