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Brookfield (BN) Institutional Ownership

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$41.73 +0.36 (+0.87%)
As of 08/21/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
61.60%
Number of
Institutional Buyers
(last 12 months)
775
Total
Institutional Inflows
(last 12 months)
$22.19B
Number of
Institutional Sellers
(last 12 months)
240
Total
Institutional Outflows
(last 12 months)
$999.60M
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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
8/22/2026 Syon Capital LLC18,946$807K0.0%-4.9%0.001%
8/22/2026 TD Waterhouse Canada Inc.13,903,270$595.68M1.6%+1.8%0.567%
8/22/2026 Maestria Partners LLC609,896$25.98M9.0%-12.9%0.025%
8/22/2026 Concurrent Investment Advisors LLC47,684$2.03M0.0%+520.1%0.002%
8/21/2026 Ewing Morris & Co. Investment Partners Ltd.8,781$375K0.2%N/A0.000%
8/21/2026 Nykredit A S552,075$23.55M0.1%N/A0.023%
8/21/2026 Live Oak Private Wealth LLC300,061$12.78M1.7%-6.4%0.012%
8/21/2026 Pacifica Partners Inc.169,482$7.35M2.2%-1.0%0.007%
8/21/2026 Rinkey Investments42,547$1.81M0.4%-4.9%0.002%
8/21/2026 Legacy Financial Advisors Inc.9,228$393K0.0%+7.3%0.000%
8/20/2026 Mufg Securities Canada LTD.3,022,165$128.74M3.4%-7.6%0.123%
8/20/2026 Clifford Swan Investment Counsel LLC32,100$1.37M0.0%-6.5%0.001%
8/20/2026 Addenda Capital Inc.2,179,602$92.83M3.2%+0.5%0.089%
8/20/2026 QV Investors Inc.649,449$27.70M2.1%-5.1%0.026%
8/20/2026 Headlands Technologies LLC91,785$3.91M0.4%+181.4%0.004%
8/20/2026 Ancora Advisors LLC64,787$2.76M0.1%-3.8%0.003%
8/20/2026 Greenleaf Trust10,104$430K0.0%-5.2%0.000%
8/19/2026 Ferguson Wellman Capital Management Inc.5,481$233K0.0%N/A0.000%
8/18/2026 Public Employees Retirement System of Ohio128,920$5.50M0.0%N/A0.005%
8/14/2026 Ancora Advisors LLC64,787$2.76M0.1%N/A0.003%
8/12/2026 Shelter Mutual Insurance Co84,196$3.59M0.8%N/A0.003%
8/11/2026 Madison Asset Management LLC1,306,755$55.66M0.7%N/A0.053%
8/7/2026 Trust Co. of Vermont42,372$1.81M0.1%N/A0.002%
8/7/2026 Hikari Power Ltd6,150$262K0.0%N/A0.000%
8/7/2026 Plato Investment Management Ltd4,989$212K0.0%N/A0.000%
8/6/2026 Clearstead Trust LLC24,121$1.03M0.1%N/A0.001%
7/10/2026 Cardinal Capital Management Inc.3,247,627$138.29M3.3%+2.5%0.132%
7/10/2026 Canvas Wealth Advisors LLC4,779$204K0.0%N/A0.000%
7/10/2026 Salvus Wealth Management LLC68,596$2.92M1.6%-8.2%0.003%
7/10/2026 Fulcrum Equity Management4,848$206K0.2%N/A0.000%
7/10/2026 Fulton Bank N.A.4,936$210K0.0%-12.7%0.000%
7/9/2026 Revolve Wealth Partners LLC8,583$366K0.0%N/A0.000%
7/9/2026 Allied Private Wealth LLC3,000$129K0.1%N/A0.000%
7/9/2026 Tactive Advisors LLC9,829$419K0.1%+12.3%0.000%
7/9/2026 Chemistry Wealth Management LLC445,436$18.97M3.0%+0.8%0.018%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab282,560$12.05M0.1%-21.9%0.012%
7/8/2026 Assenagon Asset Management S.A.55,801$2.38M0.0%-9.1%0.002%
7/8/2026 Manitou Investment Management Ltd.126,445$5.39M1.0%+49.5%0.005%
7/8/2026 55 North Private Wealth LLC6,842$291K0.1%+31.3%0.000%
7/8/2026 Evanson Financial LLC6,000$256K0.0%N/A0.000%
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7/8/2026 Lincoln Capital LLC18,278$778K0.1%-4.9%0.001%
7/7/2026 Balefire LLC5,093$217K0.0%N/A0.000%
7/7/2026 Dynamic Advisor Solutions LLC4,792$204K0.0%N/A0.000%
7/7/2026 GAMMA Investing LLC10,501$447K0.0%+28.0%0.000%
7/7/2026 Avior Wealth Management LLC21,103$899K0.0%-9.5%0.001%
7/7/2026 Central Pacific Bank Trust Division11,800$503K0.1%+2.6%0.000%
7/7/2026 Epiq Partners LLC91,622$3.90M1.7%+5.9%0.004%
7/2/2026 Asset Management Advisors LLC345,500$14.72M8.1%+1.1%0.014%
7/2/2026 Versant Capital Management Inc2,390$102K0.0%+778.7%0.000%
6/26/2026 Ravenstone Capital Management Inc.271,521$10.97M5.5%+5.4%0.011%
6/9/2026 Rathbones Group PLC48,475$1.96M0.0%+5.5%0.002%
6/3/2026 NewEdge Advisors LLC45,486$1.84M0.0%-8.5%0.002%
5/28/2026 Blue Fin Capital Inc.97,107$3.93M0.6%-5.9%0.004%
5/22/2026 Segall Bryant & Hamill LLC235,916$9.56M0.1%N/A0.010%
5/19/2026 Western Wealth Management LLC2,291$93K0.0%N/A0.000%
5/19/2026 Bank 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%
5/19/2026 Ashton Thomas Securities LLC63,159$2.55M0.3%-25.3%0.003%
5/19/2026 Arkadios Wealth Advisors18,206$737K0.0%+15.0%0.001%
5/19/2026 Opal Capital LLC103,379$4.18M0.7%+2,167.6%0.004%
5/18/2026 Guardian Partners Inc.508,806$20.70M1.7%-4.2%0.021%
5/18/2026 Amundi2,696,723$109.14M0.0%+14.1%0.110%
5/18/2026 Adalta Capital Management LLC265,083$10.73M5.1%-0.5%0.011%
5/18/2026 Royal Bank of Canada113,774,934$4.60B0.8%+0.1%4.642%
5/18/2026 Evercore Wealth Management LLC24,747$1.00M0.0%-37.3%0.001%
5/16/2026 The Manufacturers Life Insurance Company9,832,789$398.04M0.3%-11.3%0.401%
5/16/2026 Excelsior Advisor Network LLC5,796$235K0.1%N/A0.000%
5/16/2026 Quantinno Capital Management LP272,513$11.03M0.0%+24.6%0.011%
5/16/2026 Whitebox Advisors LLC96,265$3.90M0.0%N/A0.004%
5/16/2026 SummitTX Capital L.P.5,797$235K0.0%N/A0.000%
5/16/2026 Lazard Asset Management LLC847,412$34.35M0.1%-23.8%0.035%
5/15/2026 OMERS ADMINISTRATION Corp1,427,505$57.77M0.4%-58.9%0.058%
5/15/2026 Lombard Odier Asset Management Switzerland SA34,480$1.40M0.1%-18.6%0.001%
5/15/2026 Archon Partners LLC135,000$5.46M0.6%N/A0.006%
5/15/2026 Van Den Berg Management I Inc.236,693$9.58M2.2%-20.4%0.010%
5/15/2026 Entropy Technologies LP180,092$7.29M0.3%N/A0.007%
5/15/2026 Cannell & Spears LLC2,702,625$109.28M2.2%+1.6%0.110%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund5,192,606$210.31M0.3%-18.0%0.212%
5/14/2026 Dai ichi Life Insurance Company Ltd5,000$202K0.0%-44.4%0.000%
5/14/2026 Public Employees Retirement System of Ohio127,973$5.17M0.0%-44.6%0.005%
5/14/2026 Compound Planning Inc.27,036$1.09M0.0%-11.2%0.001%
5/14/2026 Modern Wealth Management LLC11,205$456K0.0%-5.3%0.000%
5/14/2026 Cloverfields Capital Group LP124,362$5.03M1.6%N/A0.005%
5/14/2026 Bank of Nova Scotia15,340,928$621.44M1.0%+11.4%0.626%
5/14/2026Gibbs Wealth Management9,625$390K0.1%+38.2%0.000%
5/14/2026 Sei Investments Co.315,082$12.75M0.0%+131.8%0.013%
5/14/2026 Lido Advisors LLC37,788$1.53M0.0%+57.1%0.002%
5/14/2026 Walleye Capital LLC6,540$265K0.0%N/A0.000%
5/14/2026 State of Wyoming5,151$208K0.0%+6.0%0.000%
5/13/2026 Cetera Investment Advisers799,536$32.31M0.0%+18.9%0.033%
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5/13/2026 NewEdge Wealth LLC19,853$803K0.0%-18.0%0.001%
5/13/2026 CI Investments Inc.3,429,556$138.79M0.7%-20.7%0.140%
5/13/2026 First 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%


BN Institutional Ownership - Frequently Asked Questions

During the previous two years, 989 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 923 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 484,356,092 shares in the last 24 months. This purchase volume represents approximately $22.19B in transactions.

Of the 240 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 22,973,483 shares in the last 24 months. This volume of shares sold represents approximately $999.60M in transactions.



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 8/22/2026. New 13F filings are added each quarter as they're published.
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