16 institutions reported holding $5.5M of BROOKFIELD ASSET MANAGMT LTD (BAM) in SEC 13F filings for 2026-06-30. Largest institutional holders: PensionDanmark Pensionsforsikringsaktieselskab ($2.2M), Castle Rock Wealth Management, LLC ($1.2M), Lincoln Capital LLC ($888,060), Avior Wealth Management, LLC ($703,517), Thrive Wealth Management, LLC ($269,100). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PensionDanmark Pensionsforsikringsaktieselskab | $2.2M | 48,110 | New |
| 2 | Castle Rock Wealth Management, LLC | $1.2M | 26,427 | Added |
| 3 | Lincoln Capital LLC | $888,060 | 19,801 | Trimmed |
| 4 | Avior Wealth Management, LLC | $703,517 | 15,686 | Trimmed |
| 5 | Thrive Wealth Management, LLC | $269,100 | 6,000 | New |
| 6 | GAMMA Investing LLC | $134,550 | 3,000 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $75,079 | 1,674 | Added |
| 8 | Versant Capital Management, Inc | $64,984 | 1,449 | Trimmed |
| 9 | CoreCap Advisors, LLC | $25,520 | 569 | Trimmed |
| 10 | BURKETT FINANCIAL SERVICES, LLC | $7,445 | 166 | New |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $4,530 | 101 | New |
| 12 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $4,485 | 100 | Trimmed |
| 13 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $3,588 | 80 | Hold |
| 14 | CX Institutional | $3,000 | 57 | Hold |
| 15 | Roxbury Financial LLC | $2,287 | 51 | New |
| 16 | Assenagon Asset Management S.A. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30