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Brookfield (BN) Institutional Ownership

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$56.79 -1.01 (-1.75%)
(As of 11/15/2024 ET)

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

Current
Institutional Ownership
Percentage
61.60%
Number of
Institutional Buyers
(last 12 months)
356
Total
Institutional Inflows
(last 12 months)
$3.65B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$3.25B
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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
11/16/2024 Geode Capital Management LLC6,029,880$320.67M0.0%+10.9%0.366%
11/15/2024Frisch Financial Group Inc.7,458$396K0.1%+11.4%0.000%
11/15/2024Prestige Wealth Management Group LLC865$46K0.0%+137.0%0.000%
11/15/2024M&T Bank Corp8,458$450K0.0%-16.8%0.001%
11/15/2024Guardian Wealth Management Inc.57,912$3.08M2.2%+1.0%0.004%
11/15/2024Adalta Capital Management LLC172,588$9.17M4.7%+0.4%0.010%
11/15/2024Barclays PLC71,402$3.79M0.0%+521.1%0.004%
11/15/2024Continuum Advisory LLC956$55K0.0%N/A0.000%
11/15/2024Public Employees Retirement System of Ohio121,973$6.49M0.0%N/A0.007%
11/15/2024MML Investors Services LLC13,372$711K0.0%+11.2%0.001%
11/15/2024Orion Portfolio Solutions LLC16,419$873K0.0%+12.4%0.001%
11/15/2024 Zurich Insurance Group Ltd FI732,327$38.94M0.3%N/A0.044%
11/15/2024 National Bank of Canada FI2,987,741$158.80M0.2%+28.7%0.181%
11/15/2024Hendershot Investments Inc.22,567$1.20M0.2%-53.5%0.001%
11/15/2024Brookfield Corp ON 32,965,748$1.75B9.9%+0.1%2.002%
11/15/2024United Services Automobile Association46,629$2.48M0.1%-11.4%0.003%
11/15/2024 EdgePoint Investment Group Inc.11,512,817$611.38M4.8%+1.7%0.699%
11/15/2024Kovitz Investment Group Partners LLC64,482$3.39M0.0%-4.2%0.004%
11/15/2024 Voya Financial Advisors Inc.9,069$484K0.1%-11.9%0.001%
11/15/2024 Wellington Management Group LLP1,170,931$62.24M0.0%+2.7%0.071%
11/15/2024 Stifel Financial Corp1,575,280$83.73M0.1%-4.0%0.096%
11/15/2024 Quantinno Capital Management LP26,783$1.42M0.0%+49.1%0.002%
11/15/2024 Royal London Asset Management Ltd.711,051$37.79M0.1%-0.2%0.043%
11/15/2024 Murchinson Ltd.5,343$284K0.1%N/A0.000%
11/15/2024 NFJ Investment Group LLC8,639$459K0.0%N/A0.001%
11/15/2024 IHT Wealth Management LLC11,044$593K0.0%+20.9%0.001%
11/15/2024 Investment Management Corp of Ontario63,875$3.40M0.1%-7.1%0.004%
11/15/2024 Janus Henderson Group PLC273,556$14.54M0.0%+2.1%0.017%
11/15/2024 HighTower Advisors LLC199,096$10.58M0.0%+1.0%0.012%
11/15/2024 Bamco Inc. NY1,949,472$103.61M0.3%+62.6%0.118%
11/15/2024 FSA Wealth Management LLC788$42K0.0%N/A0.000%
11/14/2024 Timber Creek Capital Management LLC155,735$8.28M2.3%+0.7%0.009%
11/14/2024 Cobblestone Capital Advisors LLC NY479,202$25.47M1.4%+0.5%0.029%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp463,125$24.59M0.1%+131.9%0.028%
11/14/2024 Caisse DE Depot ET Placement DU Quebec2,174,000$115.59M0.2%-13.6%0.132%
11/14/2024 PDT Partners LLC32,300$1.72M0.2%-40.0%0.002%
11/14/2024 Verition Fund Management LLC47,617$2.53M0.0%+216.3%0.003%
11/14/2024 Captrust Financial Advisors123,138$6.55M0.0%-1.1%0.007%
11/14/2024 Atlantic Union Bankshares Corp87,217$4.64M0.3%-3.2%0.005%
11/14/2024 Icon Wealth Advisors LLC10,851$577K0.0%+7.6%0.001%
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11/14/2024 Rockefeller Capital Management L.P.180,628$9.60M0.0%-3.9%0.011%
11/14/2024 Hantz Financial Services Inc.35,947$1.91M0.0%-5.9%0.002%
11/14/2024 Northwest & Ethical Investments L.P.385,045$20.45M0.5%-18.2%0.023%
11/14/2024 PEAK6 Investments LLC13,971$743K0.0%+181.1%0.001%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,739,450$92.45M0.0%-5.2%0.106%
11/14/2024 Public Sector Pension Investment Board178,305$9.48M0.1%+0.2%0.011%
11/14/2024 Fiduciary Trust Co35,587$1.89M0.0%-1.7%0.002%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 503,959$26.80M0.1%+3.4%0.031%
11/14/2024 Providence Capital Advisors LLC139,189$7.40M1.5%+1.0%0.008%
11/14/2024 Corsair Capital Management L.P.10,000$532K0.1%N/A0.001%
11/14/2024 RPg Family Wealth Advisory LLC2,250$120K0.0%N/A0.000%
11/14/2024 BNP Paribas197,225$10.57M0.4%+4.2%0.012%
11/13/2024 Glenmede Trust Co. NA31,268$1.66M0.0%-8.5%0.002%
11/13/2024 Freedom Investment Management Inc.11,652$619K0.0%N/A0.001%
11/13/2024 Townsquare Capital LLC118,534$6.30M0.1%-1.5%0.007%
11/13/2024 Partners Group Holding AG409,303$21.75M1.5%+53.5%0.025%
11/13/2024 FMR LLC10,162,455$539.88M0.0%-2.0%0.617%
11/13/2024 The Manufacturers Life Insurance Company 11,736,712$623.78M0.5%+31.6%0.713%
11/13/2024 Private Trust Co. NA889$47K0.0%-62.8%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC1,056,706$56.16M0.8%-8.2%0.064%
11/13/2024 Brown Brothers Harriman & Co.36,499$1.94M0.0%+4.5%0.002%
11/13/2024 Independent Advisor Alliance9,581$509K0.0%-2.4%0.001%
11/13/2024 Douglass Winthrop Advisors LLC4,299$229K0.0%N/A0.000%
11/13/2024Fisher Asset Management LLC9,618$511K0.0%-2.9%0.001%
11/12/2024 Summit Trail Advisors LLC29,242$1.55M0.0%-0.9%0.002%
11/12/2024 Pitcairn Co.26,117$1.39M0.1%+12.6%0.002%
11/12/2024 Algert Global LLC29,804$1.59M0.0%N/A0.002%
11/12/2024 Cerity Partners LLC97,719$5.19M0.0%+20.2%0.006%
11/12/2024 Montrusco Bolton Investments Inc.120,442$6.40M0.1%-1.1%0.007%
11/12/2024 Nwam LLC6,954$370K0.0%N/A0.000%
11/12/2024 Icon Wealth Advisors LLC1,214$65K0.0%-88.0%0.000%
11/12/2024 Biltmore Family Office LLC4,000$213K0.0%N/A0.000%
11/12/2024 Citigroup Inc.460,813$24.50M0.0%-4.6%0.028%
11/12/2024 Raymond James Trust N.A.11,148$593K0.0%-10.4%0.001%
11/12/2024 Charles Schwab Investment Management Inc.3,564,317$189.51M0.0%+10.9%0.217%
11/12/2024 Massachusetts Financial Services Co. MA2,687,618$142.85M0.0%-8.2%0.163%
11/12/2024 Thompson Siegel & Walmsley LLC22,656$1.20M0.0%-26.1%0.001%
11/9/2024 America First Investment Advisors LLC464,389$24.68M5.5%-0.2%0.028%
11/9/2024 Intech Investment Management LLC74,102$3.94M0.0%+8.3%0.005%
11/8/2024 King Luther Capital Management Corp102,580$5.45M0.0%+1.7%0.006%
11/8/2024 Citizens Financial Group Inc. RI4,110$218K0.0%N/A0.000%
11/8/2024 Scheer Rowlett & Associates Investment Management Ltd.1,495,654$79.43M5.5%-2.1%0.091%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.5,838,483$310.05M1.5%-15.2%0.355%
11/8/2024 PCJ Investment Counsel Ltd.163,280$8.67M2.7%+52.4%0.010%
11/8/2024 Commerce Bank7,994$425K0.0%-17.8%0.000%
11/8/2024 Avior Wealth Management LLC28,165$1.50M0.1%-12.7%0.002%
11/8/2024 PNC Financial Services Group Inc.183,698$9.76M0.0%+5.7%0.011%
11/8/2024 LGT Capital Partners LTD.792,000$42.11M1.5%-5.4%0.048%
11/8/2024 Prospera Financial Services Inc5,129$273K0.0%-7.1%0.000%
11/7/2024 Bruni J V & Co. Co.1,470,598$78.16M8.7%-1.8%0.089%
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11/7/2024 Verity & Verity LLC4,560$242K0.0%N/A0.000%
11/7/2024 Caprock Group LLC12,332$655K0.0%+2.5%0.001%
11/7/2024 Pathstone Holdings LLC97,293$5.17M0.0%+2.0%0.006%
11/7/2024 Jackson Hill Advisors LLC501,000$26.63M13.5%+8.9%0.030%
11/7/2024 First Western Trust Bank4,097$218K0.0%-23.9%0.000%
11/7/2024 MAI Capital Management185,739$9.87M0.1%-0.7%0.011%
11/7/2024 AMG National Trust Bank6,481$344K0.0%-6.5%0.000%
11/7/2024 Gilbert & Cook Inc.27,443$1.46M0.2%-8.2%0.002%
11/7/2024 Thrivent Financial for Lutherans4,197$223K0.0%N/A0.000%
11/6/2024 Sather Financial Group Inc1,543,740$82.05M5.3%+0.3%0.094%
(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, 748 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. ($3.14B), Vanguard Group Inc. ($2.41B), Capital World Investors ($2.17B), Bank of Montreal Can ($1.85B), Brookfield Corp ON ($1.75B), and TD Asset Management Inc ($1.03B).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 694 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), Capital World Investors ($32.11M), TD Asset Management Inc ($32.00M), The Manufacturers Life Insurance Company ($25.24M), Jarislowsky Fraser Ltd ($23.29M), and Bank of Nova Scotia ($19.40M).

How much institutional buying is happening at Brookfield?

Institutional investors have bought a total of 609,284,402 shares in the last 24 months. This purchase volume represents approximately $20.28B in transactions.

Which Brookfield major shareholders have been selling company stock?

Of the 365 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), The Manufacturers Life Insurance Company ($10.13M), FMR LLC ($8.68M), Mackenzie Financial Corp ($6.29M), Fiera Capital Corp ($6.09M), TD Asset Management Inc ($5.89M), and Franklin Resources Inc. ($5.31M).

How much institutional selling is happening at Brookfield?

Institutional investors have sold a total of 127,952,392 shares in the last 24 months. This volume of shares sold represents approximately $4.94B in transactions.



This page (NYSE:BN) was last updated on 11/17/2024 by MarketBeat.com Staff
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