Free Trial

Brookfield (BN) Institutional Ownership

Brookfield logo
$67.30 -0.84 (-1.23%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$68.31 +1.01 (+1.49%)
As of 07/18/2025 07:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
61.60%
Number of
Institutional Buyers
(last 12 months)
500
Total
Institutional Inflows
(last 12 months)
$4.90B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$4.51B
Get BN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Brookfield stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025Gold Investment Management Ltd.99,224$6.12M2.3%+0.8%0.006%
7/18/2025Newman Dignan & Sheerar Inc.4,540$281K0.1%N/A0.000%
7/18/2025First Pacific Financial12,628$781K0.1%-12.3%0.001%
7/18/2025Trust Co. of Vermont32,281$2.00M0.1%+4.7%0.002%
7/18/2025Institute for Wealth Management LLC.4,944$306K0.0%N/A0.000%
7/18/2025Truist Financial Corp125,767$7.78M0.0%-0.3%0.008%
7/18/2025Parkside Investments LLC148,240$9.17M1.2%-3.9%0.009%
7/18/2025Union Bancaire Privee UBP SA2,040$126K0.0%+96.2%0.000%
7/17/2025 Chicago Capital LLC56,563$3.50M0.1%+0.4%0.003%
7/17/2025 Mattern Wealth Management LLC9,661$598K0.1%-4.8%0.001%
7/17/2025 HB Wealth Management LLC92,547$5.72M0.0%-16.6%0.006%
7/17/2025 Janney Montgomery Scott LLC67,491$4.17M0.0%-7.1%0.004%
7/17/2025 Moody Lynn & Lieberson LLC5,103$316K0.0%-5.0%0.000%
7/17/2025 Smith Salley Wealth Management441,807$27.33M1.6%+2.2%0.027%
7/17/2025 Addenda Capital Inc.1,391,329$86.05M3.8%-16.8%0.084%
7/17/2025 Tritonpoint Wealth LLC47,263$2.92M0.3%-2.6%0.003%
7/17/2025 Avior Wealth Management LLC21,265$1.32M0.0%+1,489.3%0.001%
7/17/2025 Lakewood Asset Management LLC12,236$757K0.5%-2.5%0.001%
7/17/2025 TBH Global Asset Management LLC10,335$639K0.1%-10.1%0.001%
7/16/2025 Signaturefd LLC12,140$751K0.0%+18.4%0.001%
7/16/2025 Kirr Marbach & Co. LLC IN178,314$11.03M2.2%+0.9%0.011%
7/16/2025 Kathmere Capital Management LLC5,600$346K0.0%N/A0.000%
7/16/2025 Brave Asset Management Inc.3,600$222K0.1%N/A0.000%
7/15/2025 Evanson Asset Management LLC6,727$416K0.0%N/A0.000%
7/15/2025 Public Employees Retirement System of Ohio86,817$5.36M0.0%-30.9%0.005%
7/15/2025 Buttonwood Financial Advisors Inc.42,118$2.61M1.0%N/A0.003%
7/15/2025 Northside Capital Management LLC3,500$216K0.0%N/A0.000%
7/15/2025 Norden Group LLC22,177$1.37M0.1%-3.8%0.001%
7/14/2025 Occidental Asset Management LLC3,261$202K0.0%N/A0.000%
7/14/2025 Opal Wealth Advisors LLC3,212$199K0.1%-18.8%0.000%
7/14/2025 Golden State Equity Partners4,194$259K0.0%-9.3%0.000%
7/14/2025 Salvus Wealth Management LLC41,391$2.56M1.5%-1.8%0.003%
7/14/2025 GAMMA Investing LLC2,451$152K0.0%+7.4%0.000%
7/14/2025 Scharf Investments LLC2,823,153$174.61M5.0%-19.9%0.171%
7/14/2025 Pacifica Partners Inc.106,339$6.52M2.6%-0.4%0.006%
7/14/2025 Park Avenue Securities LLC37,520$2.32M0.0%+2.4%0.002%
7/14/2025 Avanza Fonder AB75,250$4.65M0.1%-10.4%0.005%
7/14/2025 Sowell Financial Services LLC33,354$2.06M0.1%+34.9%0.002%
7/11/2025 BTC Capital Management Inc.92,246$5.70M0.5%N/A0.006%
7/11/2025 Cardinal Capital Management Inc.2,208,764$136.66M4.3%-0.1%0.134%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
7/11/2025 Farther Finance Advisors LLC5,650$349K0.0%+10.0%0.000%
7/11/2025 Harbour Capital Advisors LLC3,450$215K0.0%N/A0.000%
7/11/2025 Essex Savings Bank5,609$347K0.1%+10.5%0.000%
7/11/2025 SeaCrest Wealth Management LLC3,530$218K0.0%N/A0.000%
7/11/2025 Perpetual Ltd20,131$1.25M0.0%-6.9%0.001%
7/11/2025 TCV Trust & Wealth Management Inc.3,332$206K0.0%N/A0.000%
7/10/2025 Triangle Securities Wealth Management97,469$6.03M1.5%+2.0%0.006%
7/10/2025 Carderock Capital Management Inc.1,100$68K0.0%N/A0.000%
7/10/2025 Baker Tilly Wealth Management LLC15,150$937K0.3%+7.4%0.001%
7/10/2025 Fulton Bank N.A.4,122$255K0.0%+6.7%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC113,119$7.27M0.0%-2.8%0.007%
7/9/2025 Sivia Capital Partners LLC5,714$353K0.1%+32.3%0.000%
7/9/2025 Eldred Rock Partners LLC283,048$17.51M5.3%-5.0%0.017%
7/9/2025 Gateway Investment Advisers LLC107,688$6.66M0.1%-10.6%0.007%
7/9/2025 Balefire LLC21,064$1.30M0.3%-8.4%0.001%
7/9/2025 Epiq Partners LLC55,792$3.45M1.8%-10.6%0.003%
7/9/2025 MassMutual Private Wealth & Trust FSB2,905$180K0.0%+15.9%0.000%
7/8/2025 Chemistry Wealth Management LLC275,812$17.06M3.7%+4.1%0.017%
7/8/2025 Canandaigua National Trust Co of Florida5,213$322K0.2%N/A0.000%
7/8/2025 Parallel Advisors LLC2,602$161K0.0%+89.2%0.000%
7/7/2025 Value Partners Investments Inc.35,030$2.16M0.2%+16.3%0.002%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.2,293$142K0.0%+16.4%0.000%
7/7/2025 Wilson & Boucher Capital Management LLC3,543$219K0.2%N/A0.000%
6/6/2025eCIO Inc.2,126$111K0.0%N/A0.000%
5/29/2025Rhumbline Advisers3,653$191K0.0%-42.5%0.000%
5/28/2025Anson Funds Management LP20,000$1.05M0.2%N/A0.001%
5/21/2025Acadian Asset Management LLC28,328$1.48M0.0%-59.3%0.002%
5/20/2025Belpointe Asset Management LLC4,047$212K0.0%N/A0.000%
5/20/2025Intech Investment Management LLC42,275$2.21M0.0%+14.5%0.003%
5/20/2025Focus Partners Wealth817,740$42.86M0.1%+7.4%0.050%
5/20/2025Integrity Alliance LLC.24,197$1.27M0.1%N/A0.001%
5/20/2025Ilmarinen Mutual Pension Insurance Co105,000$5.51M0.0%-48.8%0.006%
5/20/2025Plato Investment Management Ltd21,749$1.15M0.1%+1.3%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,814,632$95.11M0.0%+18.5%0.110%
5/16/2025Zurich Insurance Group Ltd FI1,306,303$68.44M0.6%+42.5%0.079%
5/16/2025Adalta Capital Management LLC172,613$9.05M4.8%-0.6%0.010%
5/16/2025United Services Automobile Association48,023$2.49M0.1%+3.0%0.003%
5/16/2025Arete Wealth Advisors LLC10,844$568K0.0%N/A0.001%
5/16/2025Guardian Partners Inc.279,100$13.75M1.4%-0.5%0.017%
5/16/2025Goldman Sachs Group Inc.7,699,178$403.51M0.1%+83.3%0.467%
5/16/2025Jones Financial Companies Lllp1,508$79K0.0%-81.7%0.000%
5/16/2025Third Point LLC4,240,000$222.22M3.4%-15.0%0.257%
5/16/2025Scientech Research LLC17,295$906K0.2%+51.5%0.001%
5/16/2025Select Equity Group L.P.3,840,414$200.95M0.9%-52.6%0.233%
5/16/2025Pershing Square Capital Management L.P.41,004,657$2.15B18.0%+17.5%2.489%
5/16/2025NFJ Investment Group LLC3,673$193K0.0%-41.8%0.000%
5/16/2025NewEdge Advisors LLC2,488$130K0.0%+13.5%0.000%
5/16/2025Millennium Management LLC371,093$19.45M0.0%-24.8%0.023%
5/16/2025Integrated Wealth Concepts LLC16,038$841K0.0%-27.2%0.001%
5/16/2025Duquesne Family Office LLC315,925$16.55M0.5%-48.2%0.019%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
5/16/2025EdgePoint Investment Group Inc.5,431,759$284.31M2.3%-33.5%0.330%
5/16/2025Curi RMB Capital LLC9,275$486K0.0%-30.2%0.001%
5/16/2025AQR Capital Management LLC18,571$963K0.0%+147.5%0.001%
5/16/2025AREX Capital Management LP13,659$716K1.5%-40.0%0.001%
5/16/2025Amundi872,803$43.95M0.0%+2.0%0.053%
5/15/2025Federation des caisses Desjardins du Quebec8,511,882$444.40M2.2%0.0%0.517%
5/15/2025Ashton Thomas Securities LLC80,372$4.21M1.2%-12.6%0.005%
5/15/2025First Manhattan CO. LLC.16,732,379$875.70M2.6%-1.0%1.016%
5/15/2025Focus Partners Advisor Solutions LLC10,315$541K0.0%+23.5%0.001%
5/15/2025Beck Mack & Oliver LLC565,655$29.65M0.6%-1.8%0.034%
(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, 825 institutional investors and hedge funds held shares of Brookfield. The most heavily invested institutionals were Partners Value Investments L.P. ($4.85B), Capital World Investors ($3.39B), Vanguard Group Inc. ($3.19B), Principal Financial Group Inc. ($2.65B), Pershing Square Capital Management L.P. ($2.15B), Bank of Montreal Can ($1.85B), and BROOKFIELD Corp ON ($1.78B).Learn more on Brookfield's institutional investors.

What percentage of Brookfield's stock is owned by institutional investors?

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

Which institutional investors have been buying Brookfield's stock?

Of the 692 institutional investors that purchased Brookfield's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($54.81M), Capital World Investors ($33.89M), Norges Bank ($32.26M), Principal Financial Group Inc. ($10.71M), Goldman Sachs Group Inc. ($7.00M), The Manufacturers Life Insurance Company ($6.28M), and Pershing Square Capital Management L.P. ($6.11M).

How much institutional buying is happening at Brookfield?

Institutional investors have bought a total of 90,026,969 shares in the last 24 months. This purchase volume represents approximately $4.90B in transactions.

Which of Brookfield's major shareholders have been selling company stock?

Of the 372 institutional investors that sold Brookfield's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($11.52M), The Manufacturers Life Insurance Company ($10.99M), EdgePoint Investment Group Inc. ($6.14M), Select Equity Group L.P. ($5.88M), 1832 Asset Management L.P. ($3.67M), SG Americas Securities LLC ($3.08M), and Legal & General Group Plc ($2.71M).

How much institutional selling is happening at Brookfield?

Institutional investors have sold a total of 85,449,416 shares in the last 24 months. This volume of shares sold represents approximately $4.51B in transactions.



This page (NYSE:BN) was last updated on 7/19/2025 by MarketBeat.com Staff
From Our Partners