Brookfield (BN) Institutional Ownership

$44.22
-0.03 (-0.07%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for Brookfield (NYSE:BN)

Current
Institutional Ownership
Percentage
61.60%
Number of
Institutional Buyers
(last 12 months)
384
Total
Institutional Inflows
(last 12 months)
$6.87B
Number of
Institutional Sellers
(last 12 months)
275
Total
Institutional Outflows
(last 12 months)
$3.31B
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BN Institutional Buying and Selling by Quarter

Brookfield Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024Partners Group Holding AG235,648$9.87M0.9%-56.5%0.014%
5/11/2024Hillsdale Investment Management Inc.289,085$12.10M1.0%+665.1%0.018%
5/10/2024Acadian Asset Management LLC196,670$8.23M0.0%+352.5%0.012%
5/10/2024Bristol Gate Capital Partners Inc.23,385$978K0.0%+43.7%0.001%
5/10/2024Vanguard Group Inc.57,480,308$2.41B0.0%+1.9%3.501%
5/10/2024Intech Investment Management LLC64,591$2.71M0.0%N/A0.004%
5/10/2024Mitsubishi UFJ Trust & Banking Corp589,874$24.70M0.1%+45.6%0.036%
5/10/2024First Foundation Advisors279,244$11.69M0.5%-8.4%0.017%
5/10/2024M&G Plc2,648,140$111.22M0.7%N/A0.161%
5/10/2024Forge First Asset Management Inc.82,800$3.46M1.1%-7.1%0.005%
5/10/2024 Tocqueville Asset Management L.P.53,545$2.24M0.0%+35.8%0.003%
5/10/2024 Motco2,350$98K0.0%N/A0.000%
5/10/2024 Cumberland Partners Ltd5,600$235K0.0%N/A0.000%
5/9/2024 Dorsey & Whitney Trust CO LLC7,334$307K0.0%-30.0%0.000%
5/9/2024 Blair William & Co. IL114,275$4.79M0.0%+0.7%0.007%
5/9/2024 Private Management Group Inc.673,541$28.20M1.1%-0.6%0.041%
5/9/2024 Pembroke Management LTD7,339$307K0.0%+4.4%0.000%
5/9/2024 TD Asset Management Inc25,935,145$1.09B1.0%-2.3%1.579%
5/8/2024 Motley Fool Asset Management LLC219,970$9.21M0.3%-4.4%0.013%
5/8/2024 Motley Fool Wealth Management LLC405,665$16.99M0.9%-0.4%0.025%
5/8/2024 Bleakley Financial Group LLC22,030$922K0.0%+2.3%0.001%
5/8/2024 Heritage Wealth Advisors1,109,322$46.45M1.7%+4.4%0.068%
5/8/2024 US Bancorp DE35,961$1.51M0.0%-3.3%0.002%
5/8/2024 Russell Investments Group Ltd.554,906$23.21M0.0%+5.9%0.034%
5/8/2024 Headlands Technologies LLC6,927$290K0.1%N/A0.000%
5/7/2024 Atomi Financial Group Inc.7,119$298K0.0%N/A0.000%
5/7/2024Susquehanna Fundamental Investments LLC51,100$2.14M0.1%N/A0.003%
5/7/2024 New South Capital Management Inc.1,080,172$45.23M1.9%+0.3%0.066%
5/7/2024 Forsta AP Fonden259,800$10.88M0.1%+12.8%0.016%
5/7/2024 Avalon Trust Co40,248$1.69M0.1%+388.0%0.002%
5/7/2024 Oppenheimer Asset Management Inc.62,746$2.63M0.0%-15.4%0.004%
5/7/2024 Oppenheimer & Co. Inc.35,700$1.50M0.0%-1.1%0.002%
5/7/2024 Meixler Investment Management Ltd.13,310$557K0.4%-17.9%0.001%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,075$212K0.0%N/A0.000%
5/7/2024 Karpas Strategies LLC703,699$29.46M9.2%-5.4%0.043%
5/7/2024 Sciencast Management LP29,609$1.24M0.8%+29.9%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.11,369$476K0.0%+9.1%0.001%
5/4/2024 DAVENPORT & Co LLC9,492,928$396.67M2.4%-8.2%0.578%
5/3/2024 Gold Investment Management Ltd.109,533$4.58M1.9%-1.8%0.007%
5/3/2024 Catalina Capital Group LLC6,937$290K0.1%N/A0.000%
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5/3/2024 Callan Capital LLC5,116$214K0.0%N/A0.000%
5/3/2024 Mcdonald Capital Investors Inc. CA2,113,822$88.51M5.5%-1.8%0.129%
5/3/2024 GSA Capital Partners LLP17,127$717K0.1%+90.4%0.001%
5/3/2024 Lorne Steinberg Wealth Management Inc.137,683$5.76M1.8%+1.4%0.008%
5/3/2024 Rinkey Investments12,550$525K0.2%N/A0.001%
5/3/2024 Smith Salley Wealth Management393,532$16.48M1.3%-24.5%0.024%
5/3/2024 Wulff Hansen & CO.37,133$1.56M1.5%-4.2%0.002%
5/2/2024Value Partners Investments Inc.21,740$910K0.0%+11.4%0.001%
5/2/2024 Pittenger & Anderson Inc.1,238$52K0.0%+100.3%0.000%
5/2/2024 Quent Capital LLC3,604$151K0.0%+99.8%0.000%
5/2/2024 Gilbert & Cook Inc.34,340$1.44M0.2%-3.2%0.002%
5/2/2024 BNP Paribas189,225$7.93M0.4%N/A0.012%
5/2/2024 Mckinley Capital Management LLC32,649$1.37M0.2%+0.9%0.002%
5/2/2024 Cross Staff Investments Inc7,416$311K0.3%-3.3%0.000%
5/1/2024 Janney Montgomery Scott LLC60,785$2.55M0.0%-21.1%0.004%
5/1/2024 Baillie Gifford & Co.404,949$16.96M0.0%+67.0%0.025%
5/1/2024 Retirement Group LLC83,382$3.49M1.2%+0.5%0.005%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co42,218$1.77M0.3%-2.1%0.003%
5/1/2024 Sequoia Financial Advisors LLC15,882$665K0.0%+4.6%0.001%
4/30/2024 Private Advisor Group LLC15,359$643K0.0%+3.3%0.001%
4/30/2024 Norden Group LLC6,673$279K0.0%+20.8%0.000%
4/30/2024 Culbertson A N & Co. Inc.79,280$3.32M0.6%+2.8%0.005%
4/30/2024 Asset Management Advisors LLC166,860$6.99M5.4%+20.1%0.010%
4/29/2024Commonwealth Equity Services LLC275,379$11.53M0.0%-1.9%0.017%
4/29/2024 Principal Financial Group Inc.62,080,629$2.60B1.5%-1.9%3.781%
4/29/2024 Benjamin F. Edwards & Company Inc.7,540$316K0.0%+5.0%0.000%
4/29/2024 Marks Group Wealth Management Inc19,967$836K0.1%-1.3%0.001%
4/27/2024 K.J. Harrison & Partners Inc69,037$2.89M0.4%-0.4%0.004%
4/26/2024 Triasima Portfolio Management inc.885,814$37.07M3.1%+12.2%0.054%
4/26/2024 UMB Bank n.a.5,510$231K0.0%+27.2%0.000%
4/26/2024 YHB Investment Advisors Inc.2,478$104K0.0%N/A0.000%
4/26/2024 Chicago Partners Investment Group LLC294,002$11.87M0.5%+1.6%0.018%
4/26/2024 Checchi Capital Advisers LLC6,622$277K0.0%+4.5%0.000%
4/26/2024 Tritonpoint Wealth LLC54,229$2.22M0.2%-15.6%0.003%
4/25/2024 WCM Investment Management LLC19,525$818K0.0%-4.0%0.001%
4/25/2024 Carmel Capital Partners LLC44,364$1.86M0.8%-1.2%0.003%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 463,288$19.41M0.1%+6.2%0.028%
4/25/2024 Cambridge Investment Research Advisors Inc.122,491$5.13M0.0%+2.9%0.007%
4/24/2024 SOL Capital Management CO32,176$1.35M0.2%-26.5%0.002%
4/24/2024 Simplicity Wealth LLC22,030$922K0.0%N/A0.001%
4/24/2024 First Pacific Financial16,059$672K0.2%+3.6%0.001%
4/23/2024 Live Oak Private Wealth LLC226,598$9.49M1.6%-0.2%0.014%
4/23/2024 Kirr Marbach & Co. LLC IN176,512$7.39M1.8%-0.9%0.011%
4/23/2024 Fifth Third Bancorp2,629$110K0.0%+206.4%0.000%
4/23/2024 Clarus Group Inc.5,279$221K0.2%N/A0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.183,972$7.70M0.0%+1.7%0.011%
4/22/2024 America First Investment Advisors LLC457,154$19.14M4.7%+0.7%0.028%
4/22/2024 PFG Investments LLC10,378$435K0.0%N/A0.001%
4/22/2024 QV Investors Inc.553,145$23.17M2.0%-14.4%0.034%
4/22/2024 Raymond James & Associates1,427,792$59.78M0.0%-1.3%0.087%
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4/22/2024 Lakewood Asset Management LLC19,683$824K0.6%+15.2%0.001%
4/22/2024 Lawson Kroeker Investment Management Inc. NE227,425$9.52M1.8%-13.6%0.014%
4/22/2024 Hendershot Investments Inc.51,030$2.14M0.3%-1.0%0.003%
4/20/2024 Maryland State Retirement & Pension System81,623$3.16M0.1%+60.1%0.005%
4/19/2024 Everett Harris & Co. CA32,039$1.34M0.0%+9.9%0.002%
4/19/2024 American National Bank & Trust Co. VA136,556$5.72M1.4%N/A0.008%
4/19/2024 Check Capital Management Inc. CA3,037,695$127.19M4.2%+0.4%0.185%
4/19/2024 Norden Group LLC134,920$5.65M0.1%+2,342.0%0.008%
4/19/2024 Meadow Creek Wealth Advisors LLC8,693$364K0.3%-5.2%0.001%
4/19/2024 Trust Co. of Oklahoma6,100$255K0.1%+20.8%0.000%
(Data available from 1/1/2016 forward)

BN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BN shares?

During the previous two years, 640 institutional investors and hedge funds held shares of Brookfield. The most heavily invested institutionals were Partners Value Investments L.P. ($4.85B), Principal Financial Group Inc. ($2.60B), Vanguard Group Inc. ($2.41B), Capital World Investors ($1.98B), Bank of Montreal Can ($1.85B), TD Asset Management Inc ($1.09B), and JARISLOWSKY FRASER Ltd ($907.07M).Learn more on BN's institutional investors.

What percentage of Brookfield stock is owned by institutional investors?

61.60% of Brookfield stock is owned by institutional investors. Learn more on BN's institutional investor holdings.

Which institutional investors have been buying Brookfield stock?

Of the 594 institutional investors that purchased Brookfield stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($72.78M), Principal Financial Group Inc. ($63.73M), TD Asset Management Inc ($32.00M), Capital World Investors ($29.61M), Jarislowsky Fraser Ltd ($23.29M), The Manufacturers Life Insurance Company ($22.42M), and Bank of Nova Scotia ($19.40M).

How much institutional buying is happening at Brookfield?

Institutional investors have bought a total of 587,857,523 shares in the last 24 months. This purchase volume represents approximately $19.29B in transactions.

Which Brookfield major shareholders have been selling company stock?

Of the 293 institutional investors that sold Brookfield stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Partners Value Investments L.P. ($12.75M), FMR LLC ($8.47M), Fiera Capital Corp ($6.07M), Mackenzie Financial Corp ($5.47M), Franklin Resources Inc. ($5.31M), The Manufacturers Life Insurance Company ($4.85M), and TD Asset Management Inc ($4.84M).

How much institutional selling is happening at Brookfield?

Institutional investors have sold a total of 94,702,136 shares in the last 24 months. This volume of shares sold represents approximately $3.42B in transactions.


This page (NYSE:BN) was last updated on 5/11/2024 by MarketBeat.com Staff

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