Brookfield (BN) Institutional Ownership

$40.80
+0.57 (+1.42%)
(As of 12:16 PM ET)

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

Current
Institutional Ownership
Percentage
61.60%
Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$7.01B
Number of
Institutional Sellers
(last 12 months)
280
Total
Institutional Outflows
(last 12 months)
$3.28B
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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
4/26/2024Checchi Capital Advisers LLC6,622$277K0.0%+4.5%0.000%
4/26/2024Tritonpoint Wealth LLC54,229$2.22M0.2%-15.6%0.003%
4/25/2024WCM Investment Management LLC19,525$818K0.0%-4.0%0.001%
4/25/2024Carmel Capital Partners LLC44,364$1.86M0.8%-1.2%0.003%
4/25/2024Zurcher 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%
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%
4/19/2024 Sivia Capital Partners LLC4,957$208K0.1%N/A0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.3,243,771$135.82M0.1%-0.5%0.198%
4/18/2024 Dixon Mitchell Investment Counsel Inc.1,732,196$72.55M3.6%+1.1%0.105%
4/18/2024 Allspring Global Investments Holdings LLC89,053$3.73M0.0%-37.4%0.005%
4/18/2024 Park Place Capital Corp6,601$276K0.1%-32.8%0.000%
4/18/2024 Hi Line Capital Management LLC325,668$13.64M4.8%-0.5%0.020%
4/18/2024 Diversified Trust Co5,297$222K0.0%N/A0.000%
4/18/2024 Compass Ion Advisors LLC16,653$680K0.1%-35.3%0.001%
4/18/2024 Blue Zone Wealth Advisors LLC162,514$6.80M2.3%-4.6%0.010%
4/17/2024 Strata Wealth Advisors LLC16,835$705K0.2%-59.2%0.001%
4/17/2024 CRA Financial Services LLC11,250$471K0.1%-15.2%0.001%
4/17/2024 Kathleen S. Wright Associates Inc.85,794$3.53M1.6%+1.6%0.005%
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4/17/2024 Griffin Asset Management Inc.6,353$266K0.0%-4.9%0.000%
4/16/2024 MCF Advisors LLC712$30K0.0%-69.9%0.000%
4/16/2024 Atlantic Union Bankshares Corp15,121$633K0.1%-9.3%0.001%
4/16/2024 Addenda Capital Inc.1,861,606$77.95M3.7%-0.4%0.113%
4/16/2024 Scharf Investments LLC4,920,553$206.03M5.6%-3.7%0.300%
4/16/2024 Wealth Enhancement Advisory Services LLC24,916$1.04M0.0%-2.4%0.002%
4/16/2024 Procyon Advisors LLC46,388$1.94M0.2%-2.7%0.003%
4/15/2024 Graybill Wealth Management LTD.135,995$5.69M2.4%-0.3%0.008%
4/15/2024 Epiq Partners LLC78,630$3.29M2.2%+4.6%0.005%
4/15/2024 GoalVest Advisory LLC9,484$397K0.1%N/A0.001%
4/15/2024 Chemistry Wealth Management LLC210,382$8.81M2.4%+5.4%0.013%
4/13/2024 Parkside Investments LLC212,109$8.88M1.4%+0.8%0.013%
4/12/2024 Gateway Investment Advisers LLC214,842$9.00M0.1%+1.3%0.013%
4/12/2024 Salvus Wealth Management LLC43,499$1.82M1.2%-55.3%0.003%
4/12/2024 Pacifica Partners Inc.101,143$4.18M1.9%-0.3%0.006%
4/11/2024 Radnor Capital Management LLC34,140$1.43M0.2%-4.4%0.002%
4/11/2024 Salem Investment Counselors Inc.1,009$42K0.0%N/A0.000%
4/11/2024 Crestmont Private Wealth LLC11,253$471K0.2%+9.1%0.001%
4/11/2024 Gulf International Bank UK Ltd9,029$377K0.0%+7.6%0.001%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.11,927$499K0.0%-57.3%0.001%
4/11/2024 Eldred Rock Partners LLC248,381$10.40M5.7%+1.0%0.015%
4/10/2024 Nexus Investment Management ULC29,216$1.22M0.1%-9.1%0.002%
4/10/2024 Inscription Capital LLC5,430$223K0.1%N/A0.000%
4/10/2024 Park Avenue Securities LLC31,391$1.32M0.0%+28.2%0.002%
4/10/2024 Legacy Private Trust Co.9,598$402K0.0%-2.9%0.001%
4/10/2024 Perpetual Ltd33,375$1.39M0.0%N/A0.002%
4/9/2024 Cardinal Capital Management Inc.2,320,364$97.17M4.3%-0.5%0.141%
4/5/2024 First Hawaiian Bank13,499$565K0.0%-6.0%0.001%
4/5/2024 GAMMA Investing LLC1,047$44K0.0%+161.8%0.000%
4/3/2024 Duncan Williams Asset Management LLC11,111$465K0.4%N/A0.001%
4/3/2024 Timber Creek Capital Management LLC154,155$6.45M2.0%-16.1%0.009%
4/1/2024 Confluence Investment Management LLC1,317,556$55.17M0.7%N/A0.080%
3/25/2024Quadrature Capital Ltd44,457$1.78M0.0%+61.0%0.003%
3/22/2024PNC Financial Services Group Inc.194,907$7.82M0.0%+0.4%0.012%
3/15/2024B. Riley Wealth Advisors Inc.19,294$774K0.0%-3.6%0.001%
3/11/2024Vanguard Group Inc.56,417,198$2.26B0.0%+1.8%3.440%
3/8/2024Trust Co. of Vermont66,228$2.66M0.2%-18.1%0.004%
3/5/2024Fisher Asset Management LLC9,455$379K0.0%-8.6%0.001%
3/5/2024Wellington Management Group LLP1,100,913$44.20M0.0%+4.6%0.067%
3/4/2024Fortis Group Advisors LLC674$27K0.0%+100.0%0.000%
2/26/2024Virtu Financial LLC9,672$388K0.0%+19.2%0.001%
2/23/2024 Cardinal Capital Management Inc.2,331,942$93.84M4.4%-0.6%0.142%
2/23/2024Chicago Partners Investment Group LLC289,502$11.64M0.5%-13.8%0.018%
2/17/2024FIL Ltd11,735,432$470.73M0.5%-24.9%0.716%
2/16/2024Sanibel Captiva Trust Company Inc.902,062$36.19M1.3%N/A0.055%
2/15/2024Onex Canada Asset Management Inc.362,585$14.54M1.4%-55.5%0.022%
2/15/2024Partners Value Investments L.P.120,968,883$4.85B74.5%-9.5%7.377%
2/15/2024Broad Run Investment Management LLC1,607,699$64.50M8.6%-16.2%0.098%
2/14/2024PenderFund Capital Management Ltd.23,940$960K0.0%-41.2%0.001%
2/14/2024MGO One Seven LLC73,873$2.96M0.2%-4.2%0.005%
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2/14/2024Cassaday & Co Wealth Management LLC6,216$251K0.0%N/A0.000%
2/14/2024Shell Asset Management Co.63,888$2.58M0.1%-20.3%0.004%
2/14/2024Connectus Wealth LLC610,911$25K0.0%+1,049.1%0.037%
2/14/2024Quadrature Capital Ltd44,457$1.78M0.0%+61.0%0.003%
2/14/2024RE Dickinson Investment Advisors LLC7,313$293K0.2%+6.2%0.000%
2/14/2024Stamos Capital Partners L.P.38,260$1.54M0.4%-38.9%0.002%
2/14/2024Third Avenue Management LLC488,274$19.59M3.2%-6.2%0.030%
2/14/2024CenterBook Partners LP46,141$1.85M0.2%-34.5%0.003%
2/13/2024Envestnet Asset Management Inc.1,788,840$71.81M0.0%-3.2%0.109%
2/13/2024Gabelli Funds LLC67,200$2.70M0.0%-9.4%0.004%
(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, 624 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. ($2.54B), Vanguard Group Inc. ($2.26B), Capital World Investors ($1.98B), Bank of Montreal Can ($1.85B), TD Asset Management Inc ($1.07B), 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 579 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 582,716,587 shares in the last 24 months. This purchase volume represents approximately $19.08B in transactions.

Which Brookfield major shareholders have been selling company stock?

Of the 285 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 ($4.24M).

How much institutional selling is happening at Brookfield?

Institutional investors have sold a total of 91,415,868 shares in the last 24 months. This volume of shares sold represents approximately $3.29B in transactions.


This page (NYSE:BN) was last updated on 4/26/2024 by MarketBeat.com Staff

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