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Brookfield (BN) Institutional Ownership

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$58.16 +0.58 (+1.01%)
As of 01/17/2025 03:59 PM 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)
363
Total
Institutional Inflows
(last 12 months)
$3.71B
Number of
Institutional Sellers
(last 12 months)
279
Total
Institutional Outflows
(last 12 months)
$3.35B
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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
1/17/2025Cardinal Capital Management Inc.2,270,319$130.20M4.4%-2.2%0.151%
1/17/2025Avior Wealth Management LLC21,265$1.22M0.0%-24.5%0.001%
1/17/2025Janney Montgomery Scott LLC68,583$3.94M0.0%+19.4%0.005%
1/17/2025Bartlett & CO. Wealth Management LLC5,975$343K0.0%-4.3%0.000%
1/17/2025SG Americas Securities LLC4,867$280K0.0%-19.4%0.000%
1/17/2025Albion Financial Group UT1,000$57K0.0%N/A0.000%
1/17/2025Simon Quick Advisors LLC7,815$449K0.0%N/A0.001%
1/17/2025Atomi Financial Group Inc.13,999$804K0.0%+15.5%0.001%
1/16/2025Crossmark Global Holdings Inc.54,771$3.15M0.1%+1.3%0.004%
1/16/2025Culbertson A N & Co. Inc.82,201$4.72M0.8%-0.3%0.005%
1/16/2025Addenda Capital Inc.1,821,935$104.67M4.8%-3.2%0.121%
1/16/2025MassMutual Private Wealth & Trust FSB2,579$148K0.0%+10.5%0.000%
1/16/2025Ervin Investment Management LLC161,430$9.27M6.1%-2.2%0.011%
1/16/2025UMB Bank n.a.5,721$329K0.0%-24.0%0.000%
1/16/2025Lincoln Capital LLC13,360$768K0.2%-3.6%0.001%
1/16/2025Diversify Wealth Management LLC6,215$341K0.0%-11.8%0.000%
1/16/2025Eldred Rock Partners LLC270,540$15.53M5.2%+0.3%0.018%
1/15/2025 Portside Wealth Group LLC19,678$1.05M0.2%-1.3%0.001%
1/15/2025 Nexus Investment Management ULC27,901$1.60M0.2%-4.5%0.002%
1/15/2025 Smith Salley Wealth Management429,698$24.69M1.6%+1.0%0.028%
1/15/2025 Triangle Securities Wealth Management90,137$5.18M1.3%+11.2%0.006%
1/15/2025 Trust Co. of Vermont32,008$1.84M0.1%-10.0%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.831,289$47.76M1.5%-2.2%0.055%
1/15/2025 Chemistry Wealth Management LLC252,597$14.51M3.4%+10.1%0.017%
1/15/2025 Avanza Fonder AB83,961$4.82M0.1%N/A0.006%
1/15/2025 Procyon Advisors LLC48,012$2.76M0.2%-0.8%0.003%
1/15/2025 First Pacific Financial16,397$942K0.2%-3.1%0.001%
1/15/2025 Empirical Asset Management LLC96,282$5.53M0.2%N/A0.006%
1/15/2025 Salvus Wealth Management LLC42,071$2.42M1.5%-1.0%0.003%
1/15/2025 Ritholtz Wealth Management41,532$2.39M0.1%+9.7%0.003%
1/15/2025 Carnegie Investment Counsel3,499$201K0.0%N/A0.000%
1/15/2025 Gateway Investment Advisers LLC102,804$5.91M0.1%-31.1%0.007%
1/15/2025 Dixon Mitchell Investment Counsel Inc.1,617,414$92.96M4.3%-7.9%0.107%
1/14/2025 Connective Portfolio Management LLC33,310$1.91M2.8%N/A0.002%
1/14/2025 Brave Asset Management Inc.3,600$207K0.1%N/A0.000%
1/14/2025 Pinnacle Bancorp Inc.969$56K0.0%+29.5%0.000%
1/14/2025 Radnor Capital Management LLC35,265$2.03M0.3%-4.1%0.002%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,970$113K0.0%+23.0%0.000%
1/14/2025 Assenagon Asset Management S.A.43,036$2.47M0.0%-1.9%0.003%
1/14/2025 Fifth Third Wealth Advisors LLC4,037$232K0.0%N/A0.000%
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1/14/2025 SeaCrest Wealth Management LLC3,557$204K0.0%N/A0.000%
1/14/2025 Pacifica Partners Inc.98,771$5.67M2.5%-1.2%0.007%
1/14/2025 Tuttle Capital Management LLC8,807$506K3.0%+34.8%0.001%
1/13/2025 Miracle Mile Advisors LLC8,607$494K0.0%-25.3%0.001%
1/13/2025 Wedmont Private Capital4,237$233K0.0%-25.8%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC113,397$6.03M0.0%+0.3%0.008%
1/10/2025 Baker Tilly Wealth Management LLC13,467$774K0.3%-2.6%0.001%
1/8/2025 Legacy Private Trust Co.7,760$446K0.0%-7.6%0.001%
1/8/2025 Douglas Lane & Associates LLC11,305$649K0.0%+28.8%0.001%
1/6/2025 Canandaigua National Trust Co of Florida6,412$368K0.3%N/A0.000%
1/3/2025 GAMMA Investing LLC1,957$112K0.0%+85.5%0.000%
12/26/2024JPMorgan Chase & Co.4,905,380$260.72M0.0%-25.7%0.325%
11/27/2024Franklin Resources Inc.623,098$33.94M0.0%-7.0%0.041%
11/25/2024Synovus Financial Corp91,391$4.86M0.1%-9.7%0.006%
11/25/2024Blankinship & Foster LLC609,387$32.39M5.3%N/A0.040%
11/25/2024Wilmington Savings Fund Society FSB14,750$784K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC40,160$2.34M0.0%-16.0%0.002%
11/21/2024Anchor Investment Management LLC9,169$487K0.0%-3.2%0.001%
11/20/2024Virtu Financial LLC3,966$211K0.0%N/A0.000%
11/19/2024Hohimer Wealth Management LLC101,097$5.37M1.2%-0.2%0.006%
11/18/2024Rehmann Capital Advisory Group4,536$241K0.0%N/A0.000%
11/18/2024Toronto Dominion Bank6,851,397$364.15M0.6%+23.4%0.416%
11/18/2024Wilson & Boucher Capital Management LLC3,543$188K0.1%N/A0.000%
11/16/2024Geode 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%0.005%
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%
11/15/2024Zurich Insurance Group Ltd FI732,327$38.94M0.3%N/A0.044%
11/15/2024National 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 ON32,965,748$1.75B9.9%+0.1%2.002%
11/15/2024United Services Automobile Association46,629$2.48M0.1%-11.4%0.003%
11/15/2024EdgePoint 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%
11/15/2024Voya Financial Advisors Inc.9,069$484K0.1%-11.9%0.001%
11/15/2024Wellington Management Group LLP1,170,931$62.24M0.0%+2.7%0.071%
11/15/2024Stifel Financial Corp1,575,280$83.73M0.1%-4.0%0.096%
11/15/2024Quantinno Capital Management LP26,783$1.42M0.0%+49.1%0.002%
11/15/2024Royal London Asset Management Ltd.711,051$37.79M0.1%-0.2%0.043%
11/15/2024Murchinson Ltd.5,343$284K0.1%N/A0.000%
11/15/2024NFJ Investment Group LLC8,639$459K0.0%N/A0.001%
11/15/2024IHT Wealth Management LLC11,044$593K0.0%+20.9%0.001%
11/15/2024Investment Management Corp of Ontario63,875$3.40M0.1%-7.1%0.004%
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11/15/2024Janus Henderson Group PLC273,556$14.54M0.0%+2.1%0.017%
11/15/2024HighTower Advisors LLC199,096$10.58M0.0%+1.0%0.012%
11/15/2024Bamco Inc. NY1,949,472$103.61M0.3%+62.6%0.118%
11/15/2024FSA Wealth Management LLC788$42K0.0%N/A0.000%
11/14/2024Timber Creek Capital Management LLC155,735$8.28M2.3%+0.7%0.009%
11/14/2024Cobblestone Capital Advisors LLC NY479,202$25.47M1.4%+0.5%0.029%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp463,125$24.59M0.1%+131.9%0.028%
11/14/2024Caisse DE Depot ET Placement DU Quebec2,174,000$115.59M0.2%-13.6%0.132%
11/14/2024PDT Partners LLC32,300$1.72M0.2%-40.0%0.002%
11/14/2024Verition Fund Management LLC47,617$2.53M0.0%+216.3%0.003%
(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, 761 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 704 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 605,399,442 shares in the last 24 months. This purchase volume represents approximately $20.21B in transactions.

Which Brookfield major shareholders have been selling company stock?

Of the 373 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. ($5.35M).

How much institutional selling is happening at Brookfield?

Institutional investors have sold a total of 130,064,326 shares in the last 24 months. This volume of shares sold represents approximately $5.05B in transactions.


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This page (NYSE:BN) was last updated on 1/18/2025 by MarketBeat.com Staff
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