Capital World Investors
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Capital World Investors’s Brookfield Asset Management BAM Stock Holding History

Capital World Investors’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$467M Buy
10,516,128
+5,449,634
+108% +$266M 0.06% 211
2025
Q4 		$265M Sell
5,066,494
-10,381,941
-67% -$558M 0.04% 258
2025
Q3 		$880M Sell
15,448,435
-921,250
-6% -$54.8M 0.12% 154
2025
Q2 		$905M Sell
16,369,685
-7,760,427
-32% -$417M 0.13% 149
2025
Q1 		$1.17B Buy
24,130,112
+274,677
+1% +$15M 0.19% 118
2024
Q4 		$1.29B Sell
23,855,435
-2,795
-0% -$151K 0.2% 113
2024
Q3 		$1.13B Buy
23,858,230
+110,239
+0.5% +$4.62M 0.17% 129
2024
Q2 		$904M Sell
23,747,991
-775,883
-3% -$30.5M 0.15% 142
2024
Q1 		$1.03B Sell
24,523,874
-38,490
-0.2% -$1.56M 0.17% 132
2023
Q4 		$987M Buy
24,562,364
+2,241,372
+10% +$75.8M 0.18% 132
2023
Q3 		$744M Buy
22,320,992
+4,070,925
+22% +$137M 0.15% 144
2023
Q2 		$596M Buy
18,250,067
+2,625,505
+17% +$84.4M 0.11% 177
2023
Q1 		$511M Buy
15,624,562
+10,863,144
+228% +$353M 0.11% 186
2022
Q4 		$137M Buy
+4,761,418
New +$143M 0.03% 309

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors's BAM Position: Q1 2026 in Review

Capital World Investors increased its Brookfield Asset Management (BAM) stake by 108% in Q1 2026, buying an estimated $266M and bringing the position to 10,516,128 shares worth $467M. The position accounts for 0.06% of the portfolio, ranked #211.

Capital World Investors first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.29B in Q4 2024. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Capital World Investors held 10,516,128 shares of Brookfield Asset Management worth $467M as of Q1 2026.
  • Capital World Investors bought 5,449,634 Brookfield Asset Management shares in Q1 2026, an estimated $266M.
  • Brookfield Asset Management made up 0.06% of Capital World Investors's portfolio in Q1 2026, its #211 holding.
  • Capital World Investors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • Capital World Investors's Brookfield Asset Management position peaked at $1.29B in Q4 2024.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.