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Brookfield (BN) Institutional Ownership

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$48.53 +3.44 (+7.62%)
As of 11:06 AM Eastern
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Institutional Ownership Changes (13F Filings) for Brookfield (NYSE:BN)

Current
Institutional Ownership
Percentage
61.60%
Number of
Institutional Buyers
(last 12 months)
806
Total
Institutional Inflows
(last 12 months)
$23.88B
Number of
Institutional Sellers
(last 12 months)
333
Total
Institutional Outflows
(last 12 months)
$2.15B
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BN Institutional Buying and Selling by Quarter

Brookfield Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Gibbs Wealth Management9,625$390K0.1%+38.2%0.000%
5/14/2026Sei Investments Co.315,082$12.75M0.0%+131.8%0.013%
5/14/2026Lido Advisors LLC37,788$1.53M0.0%+57.1%0.002%
5/14/2026 Walleye Capital LLC6,540$265K0.0%N/A0.000%
5/14/2026State of Wyoming5,151$208K0.0%+6.0%0.000%
5/13/2026Cetera Investment Advisers799,536$32.31M0.0%+18.9%0.033%
5/13/2026NewEdge Wealth LLC19,853$803K0.0%-18.0%0.001%
5/13/2026CI Investments Inc.3,429,556$138.79M0.7%-20.7%0.140%
5/13/2026First Trust Advisors LP30,650$1.24M0.0%+15.5%0.001%
5/8/2026 PNC Financial Services Group Inc.241,955$9.79M0.0%+4.6%0.010%
5/8/2026 Oslo Pensjonsforsikring AS8,850$357K0.1%N/A0.000%
5/8/2026 Burling Wealth Partners LLC11,072$448K0.1%-3.0%0.000%
5/8/2026 Madison Asset Management LLC1,369,676$55.43M0.7%-8.6%0.056%
5/8/2026 Johnson Financial Group Inc.770$31K0.0%-68.6%0.000%
5/7/2026 WCM Investment Management LLC1,103,817$42.74M0.1%+454.4%0.045%
5/7/2026 Dimensional Fund Advisors LP2,290,509$92.65M0.0%+8.7%0.093%
5/7/2026 AIA Group Ltd50,425$2.04M0.0%-30.3%0.002%
5/7/2026 Mediolanum International Funds Ltd8,766$340K0.0%-34.9%0.000%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC1,229$50K0.0%+203.5%0.000%
5/6/2026 GatePass Capital LLC54,450$2.20M1.0%+580.6%0.002%
5/6/2026 Clifford Swan Investment Counsel LLC34,332$1.39M0.0%-3.6%0.001%
5/6/2026 Modera Wealth Management LLC6,242$253K0.0%-5.3%0.000%
5/6/2026 Assetmark Inc.3,110$126K0.0%+121.4%0.000%
5/6/2026 Gould Asset Management LLC CA8,834$358K0.1%+3.6%0.000%
5/6/2026 HughesLittle Investment Management Ltd.1,541,385$62.33M12.2%-0.1%0.063%
5/6/2026 Clearstead Trust LLC24,121$976K0.2%-8.5%0.001%
5/6/2026 Bessemer Group Inc.5,661,500$229.12M0.4%-20.5%0.231%
5/6/2026 Avalon Trust Co18,000$728K0.1%-14.3%0.001%
5/6/2026 Frisch Financial Group Inc.9,610$389K0.1%-5.2%0.000%
5/6/2026 Independent Financial Group LLC5,321$215K0.0%N/A0.000%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co42,972$1.74M0.1%+15.9%0.002%
5/5/2026 Wealthfront Advisers LLC6,697$271K0.0%+13.6%0.000%
5/5/2026 Bank of New York Mellon Corp1,881,916$76.16M0.0%-3.6%0.077%
5/5/2026 Geneos Wealth Management Inc.23,107$935K0.0%-1.6%0.001%
5/5/2026 Sanctuary Advisors LLC58,058$2.35M0.0%-23.3%0.002%
5/5/2026 Cornerstone Advisory LLC21,383$865K0.1%+11.3%0.001%
5/5/2026 Nwam LLC12,988$526K0.0%+26.3%0.001%
5/5/2026 Maryland State Retirement & Pension System249,707$10.12M0.2%+5.0%0.010%
5/5/2026 Hillsdale Investment Management Inc.431,808$17.49M0.5%-11.9%0.018%
5/4/2026 AMG National Trust Bank8,286$335K0.0%-5.5%0.000%
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5/4/2026 Check Capital Management Inc. CA4,379,938$177.26M5.2%-0.2%0.179%
5/4/2026 Mcdonald Capital Investors Inc. CA2,642,836$106.96M7.3%-2.1%0.108%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,689$635K0.0%+26.1%0.001%
5/4/2026 Principal Financial Group Inc.63,823,308$2.58B1.4%-1.9%2.604%
5/4/2026 Schwartz Investment Counsel Inc.479,703$19.41M0.7%+0.4%0.020%
5/4/2026 Chicago Partners Investment Group LLC408,338$16.53M0.3%-3.3%0.017%
5/2/2026 Anchor Investment Management LLC9,945$402K0.0%-23.6%0.000%
5/2/2026 Diversify Wealth Management LLC10,921$471K0.0%+86.7%0.000%
5/1/2026 Lincoln Capital LLC19,216$777K0.1%-3.7%0.001%
5/1/2026 Citizens Financial Group Inc. RI52,851$2.14M0.0%-0.6%0.002%
5/1/2026 Fifth Third Bancorp1,247$50K0.0%-47.8%0.000%
5/1/2026 Sovran Advisors LLC4,829$195K0.0%N/A0.000%
5/1/2026 Candriam S.C.A.36,097$1.46M0.0%+4.9%0.001%
5/1/2026 Sequoia Financial Advisors LLC1,212,503$49.07M0.3%+1.4%0.049%
5/1/2026 Carmel Capital Partners LLC72,520$2.94M1.1%+5.2%0.003%
4/30/2026 Waterfront Wealth Inc.110,789$4.48M0.8%-0.4%0.005%
4/30/2026 Meadow Creek Wealth Advisors LLC10,308$417K0.3%+2.3%0.000%
4/30/2026 Griffin Asset Management Inc.6,923$280K0.0%-17.7%0.000%
4/30/2026 First Horizon Corp1,553$63K0.0%+71.0%0.000%
4/30/2026 Kestra Advisory Services LLC21,993$890K0.0%-11.8%0.001%
4/30/2026 Lipe & Dalton168,636$6.83M3.6%-0.2%0.007%
4/29/2026 Montag A & Associates Inc.5,568$225K0.0%-5.3%0.000%
4/29/2026 Corus Family Wealth Advisors13,057$528K0.4%-2.4%0.001%
4/29/2026 Sather Financial Group Inc2,127,876$86.12M5.3%+0.4%0.087%
4/28/2026 Stephens Inc. AR10,153$411K0.0%-4.2%0.000%
4/28/2026 K.J. Harrison & Partners Inc100,811$4.08M0.7%-1.3%0.004%
4/28/2026 QRG Capital Management Inc.9,099$368K0.0%+17.0%0.000%
4/27/2026 World Investment Advisors8,042$325K0.0%+61.1%0.000%
4/27/2026 Canal Capital Management LLC102,914$4.17M0.6%+7.1%0.004%
4/27/2026 Leonteq Securities AG21,137$855K0.0%+26.5%0.001%
4/27/2026 Elevation Point Wealth Partners LLC20,896$845K0.0%-10.6%0.001%
4/25/2026 Boston Trust Walden Corp9,352$378K0.0%+19.6%0.000%
4/25/2026 Sage Investment Counsel LLC55,408$2.24M2.5%+2.8%0.002%
4/25/2026 Northwest Financial Advisors46,916$1.90M3.7%-1.6%0.002%
4/24/2026 Fulton Bank N.A.5,656$229K0.0%+10.0%0.000%
4/24/2026 USS Investment Management Ltd334,745$13.57M0.1%+3.9%0.014%
4/24/2026 Capricorn Fund Managers Ltd67,500$2.73M0.4%+140.1%0.003%
4/24/2026 First Pacific Financial16,433$665K0.1%-3.1%0.001%
4/23/2026 Powell Investment Advisors LLC25,477$1.03M0.4%-20.6%0.001%
4/23/2026 EWA LLC5,241$212K0.0%+9.9%0.000%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 487,677$19.70M0.1%+1.7%0.020%
4/23/2026 Apollon Wealth Management LLC50,310$2.04M0.0%-1.7%0.002%
4/22/2026 Janney Montgomery Scott LLC83,544$3.38M0.0%-5.0%0.003%
4/22/2026 Louisbourg Investments Inc.264,944$10.71M1.9%+58.5%0.011%
4/22/2026 Pictet Asset Management Holding SA853,730$34.48M0.0%-2.3%0.035%
4/22/2026 Summerhill Capital Management lnc.7,802$316K0.3%N/A0.000%
4/22/2026 Value Partners Investments Inc.54,130$2.19M0.2%+6.1%0.002%
4/22/2026 Venturi Wealth Management LLC48,368$1.95M0.1%+7.9%0.002%
4/21/2026 GHP Investment Advisors Inc.5,362$217K0.0%N/A0.000%
4/21/2026 Triangle Securities Wealth Management154,705$6.26M1.4%+3.7%0.006%
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4/20/2026 Kestra Private Wealth Services LLC112,155$4.54M0.1%-3.8%0.005%
4/20/2026 Ritholtz Wealth Management75,877$3.07M0.1%+5.3%0.003%
4/20/2026 BTC Capital Management Inc.142,440$5.76M0.4%+4.6%0.006%
4/20/2026 Live Oak Private Wealth LLC320,718$12.98M1.8%-0.9%0.013%
4/20/2026 Fifth Third Wealth Advisors LLC6,308$255K0.0%-5.6%0.000%
4/20/2026 Assenagon Asset Management S.A.61,393$2.48M0.0%-0.6%0.003%
4/18/2026 Cidel Asset Management Inc.6,267$253K0.0%-28.0%0.000%
4/17/2026 Kirr Marbach & Co. LLC IN273,753$11.08M2.0%+2.5%0.011%
4/17/2026 Maestria Partners LLC699,896$28.33M10.3%-13.1%0.029%
4/16/2026 SG Americas Securities LLC83,511$3.38M0.0%+2,112.8%0.003%


BN Institutional Ownership - Frequently Asked Questions

During the previous two years, 994 institutional investors and hedge funds held shares of Brookfield. The most heavily invested institutionals were Partners Value Investments L.P. ($8.32B), Royal Bank of Canada ($5.22B), Capital World Investors ($4.55B), Vanguard Group Inc. ($4.23B), Bank of Montreal Can ($2.88B), Principal Financial Group Inc. ($2.58B), and Pershing Square Capital Management L.P. ($2.15B).Learn more on Brookfield's institutional investors.

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

Of the 932 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: Norges Bank ($60.50M), Partners Value Investments L.P. ($60.47M), Dodge & Cox ($41.28M), Capital World Investors ($36.66M), Vanguard Group Inc. ($34.40M), Royal Bank of Canada ($32.76M), and Northwestern Mutual Wealth Management Co. ($18.56M).

Institutional investors have bought a total of 527,033,164 shares in the last 24 months. This purchase volume represents approximately $23.88B in transactions.

Of the 325 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: EdgePoint Investment Group Inc. ($7.89M), The Manufacturers Life Insurance Company ($7.88M), Select Equity Group L.P. ($6.62M), Connor Clark & Lunn Investment Management Ltd. ($2.54M), CIBC Asset Management Inc ($1.70M), Soroban Capital Partners LP ($1.58M), and Bessemer Group Inc. ($1.52M).

Institutional investors have sold a total of 52,945,956 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.


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This page (NYSE:BN) was last updated on 5/14/2026 by MarketBeat.com Staff.
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