Go Pro
→ Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (From Altimetry) (Ad)tc pixel Free BN Stock Alerts

Brookfield (BN) Institutional Ownership

Brookfield logo
$36.89 +0.35 (+0.96%)
As of 12:42 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
61.60%
Number of
Institutional Buyers
(last 12 months)
779
Total
Institutional Inflows
(last 12 months)
$22.21B
Number of
Institutional Sellers
(last 12 months)
249
Total
Institutional Outflows
(last 12 months)
$1.03B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BN Institutional Buying and Selling by Quarter

Brookfield Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026Versant Capital Management Inc1,658$61K0.0%-30.6%0.000%
10/1/2026Roxbury Financial LLC3,540$129K0.1%N/A0.000%
9/23/2026QRG Capital Management Inc.16,437$700K0.0%+80.6%0.001%
9/21/2026Silicon Valley Capital Partners763$32K0.0%N/A0.000%
9/17/2026Wellington Altus USA Inc.9,018$392K0.3%+34.1%0.000%
9/9/2026Sequoia Financial Advisors LLC1,185,621$50.50M0.3%-2.2%0.048%
9/9/2026Engineers Gate Manager LP42,209$1.80M0.0%+388.8%0.002%
9/9/2026Cidel Asset Management Inc.13,756$587K0.0%+119.5%0.001%
9/9/2026C WorldWide Group Holding A S15,567$663K0.0%-20.2%0.001%
9/9/2026Integrated Wealth Concepts LLC38,902$1.66M0.0%+6.4%0.002%
9/9/2026NewEdge Advisors LLC39,019$1.66M0.0%-14.2%0.002%
9/9/2026Squarepoint Ops LLC34,955$1.49M0.0%-86.1%0.001%
9/9/2026Baird Financial Group Inc.261,173$11.12M0.0%-2.2%0.011%
9/8/2026Mraz Amerine & Associates Inc.466,698$19.88M2.8%+3.0%0.019%
9/8/2026Allworth Financial LP19,491$830K0.0%-4.7%0.001%
9/8/2026West Family Investments Inc.7,890$336K0.1%+4.0%0.000%
9/8/2026Broad Run Investment Management LLC1,204,081$51.28M7.9%-0.6%0.049%
9/8/2026Waverly Advisors LLC36,222$1.54M0.0%-20.7%0.001%
9/8/2026Lipe & Dalton164,830$7.02M3.3%-2.3%0.007%
9/8/2026Nykredit A S415,875$17.74M0.1%N/A0.017%
8/27/2026Corient Private Wealth LP1,881,844$80.15M0.1%-19.2%0.077%
8/23/2026Greenland Capital Management LP29,150$1.24M0.2%-11.7%0.001%
8/23/2026Guardian Wealth Advisors LLC NC4,707$200K0.0%N/A0.000%
8/23/2026Wedmont Private Capital5,864$256K0.0%-13.9%0.000%
8/23/2026Guardian Wealth Management Inc.95,374$4.06M2.0%+3.0%0.004%
8/23/2026Kraematon Investment Advisors Inc.15,303$652K0.5%+3.4%0.001%
8/23/2026HB Wealth Management LLC156,576$6.67M0.0%+0.5%0.006%
8/22/2026Syon Capital LLC18,946$807K0.0%-4.9%0.001%
8/22/2026TD Waterhouse Canada Inc.13,903,270$595.68M1.6%+1.8%0.567%
8/22/2026Maestria Partners LLC609,896$25.98M9.0%-12.9%0.025%
8/22/2026Concurrent Investment Advisors LLC47,684$2.03M0.0%+520.1%0.002%
8/21/2026Ewing Morris & Co. Investment Partners Ltd.8,781$375K0.2%N/A0.000%
8/21/2026Nykredit A S552,075$23.55M0.1%N/A0.023%
8/21/2026Live Oak Private Wealth LLC300,061$12.78M1.7%-6.4%0.012%
8/21/2026Pacifica Partners Inc.169,482$7.35M2.2%-1.0%0.007%
8/21/2026Rinkey Investments42,547$1.81M0.4%-4.9%0.002%
8/21/2026Legacy Financial Advisors Inc.9,228$393K0.0%+7.3%0.000%
8/20/2026Mufg Securities Canada LTD.3,022,165$128.74M3.4%-7.6%0.123%
8/20/2026Clifford Swan Investment Counsel LLC32,100$1.37M0.0%-6.5%0.001%
8/20/2026Addenda Capital Inc.2,179,602$92.83M3.2%+0.5%0.089%
A bill in Congress would require the Treasury to reprice America's gold. Here is what it means for your 401k. (Ad)

The US government still values its gold reserves at $42 an ounce, a price set by Congress back in 1973 and never updated. Gold trades above $4,000 today, meaning America's official gold holdings are booked at roughly $11 billion when they're actually worth more than $1 trillion. A bill moving through Congress right now would require the Treasury to reprice America's gold at true market value, and separate proposals would allow the first audit of US gold reserves in over 65 years. The 2026 Gold Guide breaks down what a repricing could mean and how eligible Americans can move savings into physical gold, tax-free and penalty-free.tc pixel

Request your free 2026 Gold Guide in 30 seconds
8/20/2026QV Investors Inc.649,449$27.70M2.1%-5.1%0.026%
8/20/2026Headlands Technologies LLC91,785$3.91M0.4%+181.4%0.004%
8/20/2026Ancora Advisors LLC64,787$2.76M0.1%-3.8%0.003%
8/20/2026Greenleaf Trust10,104$430K0.0%-5.2%0.000%
8/19/2026Ferguson Wellman Capital Management Inc.5,481$233K0.0%N/A0.000%
8/18/2026Public Employees Retirement System of Ohio128,920$5.50M0.0%N/A0.005%
8/14/2026Ancora Advisors LLC64,787$2.76M0.1%N/A0.003%
8/12/2026Shelter Mutual Insurance Co84,196$3.59M0.8%N/A0.003%
8/11/2026Madison Asset Management LLC1,306,755$55.66M0.7%N/A0.053%
8/7/2026Trust Co. of Vermont42,372$1.81M0.1%N/A0.002%
8/7/2026Hikari Power Ltd6,150$262K0.0%N/A0.000%
8/7/2026Plato Investment Management Ltd4,989$212K0.0%N/A0.000%
8/6/2026Clearstead Trust LLC24,121$1.03M0.1%N/A0.001%
7/10/2026Cardinal Capital Management Inc.3,247,627$138.29M3.3%+2.5%0.132%
7/10/2026Canvas Wealth Advisors LLC4,779$204K0.0%N/A0.000%
7/10/2026Salvus Wealth Management LLC68,596$2.92M1.6%-8.2%0.003%
7/10/2026Fulcrum Equity Management4,848$206K0.2%N/A0.000%
7/10/2026Fulton Bank N.A.4,936$210K0.0%-12.7%0.000%
7/9/2026Revolve Wealth Partners LLC8,583$366K0.0%N/A0.000%
7/9/2026Allied Private Wealth LLC3,000$129K0.1%N/A0.000%
7/9/2026Tactive Advisors LLC9,829$419K0.1%+12.3%0.000%
7/9/2026Chemistry Wealth Management LLC445,436$18.97M3.0%+0.8%0.018%
7/8/2026PensionDanmark Pensionsforsikringsaktieselskab282,560$12.05M0.1%-21.9%0.012%
7/8/2026Assenagon Asset Management S.A.55,801$2.38M0.0%-9.1%0.002%
7/8/2026Manitou Investment Management Ltd.126,445$5.39M1.0%+49.5%0.005%
7/8/202655 North Private Wealth LLC6,842$291K0.1%+31.3%0.000%
7/8/2026Evanson Financial LLC6,000$256K0.0%N/A0.000%
7/8/2026Lincoln Capital LLC18,278$778K0.1%-4.9%0.001%
7/7/2026Balefire LLC5,093$217K0.0%N/A0.000%
7/7/2026Dynamic Advisor Solutions LLC4,792$204K0.0%N/A0.000%
7/7/2026GAMMA Investing LLC10,501$447K0.0%+28.0%0.000%
7/7/2026Avior Wealth Management LLC21,103$899K0.0%-9.5%0.001%
7/7/2026Central Pacific Bank Trust Division11,800$503K0.1%+2.6%0.000%
7/7/2026Epiq Partners LLC91,622$3.90M1.7%+5.9%0.004%
7/2/2026Asset Management Advisors LLC345,500$14.72M8.1%+1.1%0.014%
7/2/2026Versant Capital Management Inc2,390$102K0.0%+778.7%0.000%
6/26/2026Ravenstone Capital Management Inc.271,521$10.97M5.5%+5.4%0.011%
6/9/2026Rathbones Group PLC48,475$1.96M0.0%+5.5%0.002%
6/3/2026NewEdge Advisors LLC45,486$1.84M0.0%-8.5%0.002%
5/28/2026Blue Fin Capital Inc.97,107$3.93M0.6%-5.9%0.004%
5/22/2026Segall Bryant & Hamill LLC235,916$9.56M0.1%N/A0.010%
5/19/2026Western Wealth Management LLC2,291$93K0.0%N/A0.000%
5/19/2026Bank of America Corp DE11,115,001$449.82M0.0%-2.1%0.454%
5/19/2026Janus Henderson Group PLC341,520$13.81M0.0%+7.4%0.014%
5/19/2026Ashton Thomas Securities LLC63,159$2.55M0.3%-25.3%0.003%
5/19/2026Arkadios Wealth Advisors18,206$737K0.0%+15.0%0.001%
5/19/2026Opal Capital LLC103,379$4.18M0.7%+2,167.6%0.004%
5/18/2026Guardian Partners Inc.508,806$20.70M1.7%-4.2%0.021%
5/18/2026Amundi2,696,723$109.14M0.0%+14.1%0.110%
5/18/2026Adalta Capital Management LLC265,083$10.73M5.1%-0.5%0.011%
The SEC Just Opened The Floodgates… (Ad)

The SEC removed the 25 year old Pattern Day Trader rule in June 2026, cutting the minimum to open a trading account to just 2,000 dollars. Small cap stocks like ONFO, CURR, RMSG, TMDE and VSME have already posted gains ranging from 140 percent to 482 percent, some in a single day. Tim Bohen, known for flagging Tesla at 37 and Nvidia at 6.93, believes this shift could trigger the next major small cap breakout.tc pixel

See how to spot the next small cap breakout before the crowd
5/18/2026Royal Bank of Canada113,774,934$4.60B0.8%+0.1%4.642%
5/18/2026Evercore Wealth Management LLC24,747$1.00M0.0%-37.3%0.001%
5/16/2026The Manufacturers Life Insurance Company9,832,789$398.04M0.3%-11.3%0.401%
5/16/2026Excelsior Advisor Network LLC5,796$235K0.1%N/A0.000%
5/16/2026Quantinno Capital Management LP272,513$11.03M0.0%+24.6%0.011%
5/16/2026Whitebox Advisors LLC96,265$3.90M0.0%N/A0.004%
5/16/2026SummitTX Capital L.P.5,797$235K0.0%N/A0.000%
5/16/2026Lazard Asset Management LLC847,412$34.35M0.1%-23.8%0.035%
5/15/2026OMERS ADMINISTRATION Corp1,427,505$57.77M0.4%-58.9%0.058%
5/15/2026Lombard Odier Asset Management Switzerland SA34,480$1.40M0.1%-18.6%0.001%


BN Institutional Ownership - Frequently Asked Questions

During the previous two years, 993 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 ($4.60B), 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 926 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), Vanguard Group Inc. ($34.40M), Capital World Investors ($34.16M), Royal Bank of Canada ($32.88M), and Northwestern Mutual Wealth Management Co. ($18.56M).

Institutional investors have bought a total of 484,725,362 shares in the last 24 months. This purchase volume represents approximately $22.21B in transactions.

Of the 249 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: OMERS ADMINISTRATION Corp ($2.05M), Connor Clark & Lunn Investment Management Ltd. ($1.92M), Bessemer Group Inc. ($1.51M), The Manufacturers Life Insurance Company ($1.26M), Principal Financial Group Inc. ($1.23M), Bank of Nova Scotia ($1.20M), and CI Investments Inc. ($1.20M).

Institutional investors have sold a total of 23,708,037 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


Related Companies

Institutional ownership data for NYSE:BN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.
National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...
American Hartford Gold | Sponsoredtc pixel
The SEC Just Opened The Floodgates…
The SEC removed the 25 year old Pattern Day Trader rule in June 2026, cutting the minimum to open a trading ac...
StocksToTrade | Sponsoredtc pixel
A new kind of civil war is coming after election day?
Across America, AI-driven backlash is fueling protests, lawsuits, and moratoria that could reshape the politic...
Stansberry Research | Sponsoredtc pixel
Trump's crypto bank just got approved
Here's a detail almost everyone missed about last October. When crypto stumbled in October 2025, Trump's cr...
Crypto 101 Media | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The rich already moved their money
By the time a crash hits the news, it's already too late to protect your money. Parkview Capital's free Mar...
Parkview Capital Group | Sponsoredtc pixel