BrookfieldBN

13F holders, Q1 2024 (March 31)
681holders
10famous investors
$42.01avg. 13F price*

At the end of Q1 2024, 681 institutions reported holding Brookfield Corp. (BN) in their 13F filings. The largest holders were Partners Value Investments L.P. ($5.1B), Royal Bank of Canada ($4.1B) and Principal Financial Group Inc. ($2.6B). 10 famous investors held it, including Chuck Akre (6.2% of Akre Capital Management's portfolio), Tom Gayner (3.6% of Markel Group's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).

Company
Brookfield Corp.
CUSIP
11271J107
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 681Q1 2024Q2 2024: 694Q2 2024Q3 2024: 748Q3 2024Q4 2024: 823Q4 2024Q1 2025: 819Q1 2025Q2 2025: 853Q2 2025Q3 2025: 880Q3 2025Q4 2025: 937Q4 2025Q1 2026: 915Q1 2026Q2 2026: 941Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions65$119.0M
Exits50$168.7M

Ownership 681 holders

Partners Value Investments L.P. 74.23% No change 120,968,883 $5.1B
Royal Bank of Canada 0.99% Reduce -2.7% 97,093,406 $4.1B
Principal Financial Group Inc. 1.53% Reduce -1.9% 62,080,629 $2.6B
Vanguard Group Inc. 0.05% Add +1.9% 57,480,308 $2.4B
Bank of Montreal 0.72% Add +2.4% 54,797,175 $2.3B
Capital World Investors 0.36% Add +5.0% 51,922,031 $2.2B
Brookfield Corp 8.14% No change 32,934,574 $1.4B
TD Asset Management Inc 1.01% Reduce -2.3% 25,935,145 $1.1B
1832 Asset Management L.P. 1.73% Add +1.3% 22,605,567 $946.5M
JARISLOWSKY, FRASER Ltd 5.21% Reduce -3.7% 21,667,121 $907.5M
Bank of Nova Scotia 1.66% Add +11.4% 19,533,185 $817.4M
Mackenzie Financial Corp. 1.12% Reduce -4.0% 18,456,546 $772.6M
Akre Capital Management 6.22% Reduce -0.5% 17,958,415 $751.9M
First Manhattan Co. Llc. 2.42% Reduce -0.7% 17,833,751 $746.7M
Norges Bank 0.11% Add +4.7% 16,022,033 $670.8M
CIBC Asset Management Inc 2.28% Reduce -3.3% 15,659,301 $655.4M
FIL Ltd 0.65% Add +32.5% 15,550,329 $650.7M
Manufacturers Life Insurance Company, The 0.55% Reduce -13.7% 14,199,498 $594.4M
EdgePoint Investment Group Inc. 3.80% Reduce -18.6% 11,375,780 $476.2M
Goldman Sachs Group Inc. 0.10% Reduce -10.4% 11,082,658 $464.0M
Cibc World Market Inc. 1.15% Add +2.9% 10,712,406 $448.5M
FMR LLC 0.03% Reduce -1.3% 10,556,063 $441.8M
Soroban Capital Partners LP 6.37% No change 10,060,586 $421.2M
DAVENPORT & Co LLC 2.47% Reduce -8.2% 9,492,928 $396.7M
Markel Group 3.60% No change 8,715,741 $364.9M
Morgan Stanley 0.03% Add +9.7% 7,541,405 $315.8M
Connor, Clark & Lunn Investment Management Ltd. 1.36% Add +13.0% 7,531,142 $315.3M
Neuberger Berman Group LLC 0.25% Add +3.3% 7,136,033 $298.8M
Bank of America Corp. 0.03% Add +12.7% 6,707,764 $280.9M
Scotia Capital Inc. 1.65% Add +0.9% 6,637,629 $276.9M
Toronto Dominion Bank 0.42% Reduce -36.2% 6,373,493 $266.9M
Beutel, Goodman & Co Ltd. 1.32% Reduce -34.4% 6,107,202 $255.8M
Federation des caisses Desjardins du Quebec 1.77% Reduce -1.2% 4,344,749 $244.5M
JPMorgan Chase & Co. 0.02% Add +0.5% 5,820,974 $243.7M
Invesco Ltd. 0.05% Reduce -9.8% 5,625,946 $235.6M
Cooke & Bieler LP 2.10% Reduce -8.2% 5,428,960 $227.3M
Geode Capital Management, LLC 0.02% Add +1.5% 5,331,342 $221.8M
Scharf Investments, LLC 5.58% Reduce -3.7% 4,920,553 $206.0M
TD Waterhouse Canada Inc. 1.53% Reduce -1.3% 3,731,711 $203.7M
Novo Holdings A/S 11.21% No change 3,880,230 $162.5M
Alberta Investment Management Corp 1.65% No change 3,709,191 $155.4M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -0.5% 3,243,771 $135.8M
Bessemer Group Inc. 0.24% Add +3.6% 3,215,411 $134.6M
CI Investments Inc. 0.53% Add +4.7% 3,195,114 $133.8M
Corient Private Wealth LP 0.24% Add +6.1% 3,167,275 $132.6M
Ameriprise Financial Inc. 0.04% Reduce -3.7% 3,126,794 $132.5M
Caisse de depot et placement du Quebec 0.31% Reduce -20.3% 3,072,347 $128.7M
Check Capital Management Inc. 9.32% Add +0.4% 3,037,695 $127.2M
Massachusetts Financial Services Co. 0.04% Add +8.5% 2,992,042 $125.3M
Aristotle Capital Management, LLC 0.22% Add +0.2% 2,888,834 $121.0M
Agf Management Ltd. 0.64% Reduce -5.9% 2,757,334 $114.5M
M&G PLC 0.78% — 2,648,140 $111.2M
Fenimore Asset Management Inc 2.31% Add +0.3% 2,608,473 $109.2M
Canada Pension Plan Investment Board 0.11% No change 2,568,490 $107.6M
Addenda Capital Inc. 4.01% Reduce -0.4% 1,861,606 $105.5M
Wells Fargo & Company 0.03% Reduce -4.0% 2,507,400 $105.0M
National Bank of Canada 0.18% Reduce -25.8% 2,354,789 $103.7M
CIBC Private Wealth Group LLC 0.20% Reduce -1.2% 2,488,565 $102.5M
Bank of New York Mellon Corp 0.02% Reduce -13.2% 2,435,447 $102.0M
Guardian Capital LP 3.40% Reduce -0.6% 2,329,686 $97.6M
Cardinal Capital Management, Inc. 4.31% Reduce -0.5% 2,320,364 $97.2M
OMERS ADMINISTRATION Corp 1.11% No change 2,317,789 $97.0M
Dimensional Fund Advisors LP 0.03% Reduce -21.8% 2,221,756 $93.0M
McDonald Capital Investors Inc. 5.54% Reduce -1.8% 2,113,822 $88.5M
Credit Suisse AG/ 0.08% Reduce -8.6% 2,090,008 $87.5M
Marathon Asset Management Ltd 2.27% Reduce -1.6% 2,032,222 $85.1M
Burgundy Asset Management Ltd. 0.85% Reduce -11.1% 1,978,459 $82.8M
Cannell & Spears LLC 1.71% Add +9937.7% 1,975,527 $82.7M
Clearbridge Investments, LLC 0.06% Reduce -19.7% 1,784,907 $74.9M
Blacksheep Fund Management Ltd 50.32% Reduce -29.5% 1,787,884 $74.9M
Envestnet Asset Management Inc. 0.03% Reduce -2.9% 1,737,211 $72.7M
Dixon Mitchell Investment Counsel Inc. 3.61% Add +1.1% 1,732,196 $72.6M
Greenlea Lane Capital Management, LLC 18.35% Reduce -4.2% 1,547,135 $64.8M
Scheer, Rowlett & Associates Investment Management Ltd. 4.75% Reduce -0.4% 1,535,040 $64.3M
Broad Run Investment Management, LLC 7.86% Reduce -5.0% 1,527,249 $63.9M
Bruni J V & Co. 7.47% Reduce -0.5% 1,503,321 $62.9M
Raymond James & Associates 0.04% Reduce -1.3% 1,427,792 $59.8M
Sather Financial Group Inc 4.21% Add +0.8% 1,401,788 $58.7M
Deutsche Bank AG 0.03% Add +3.8% 1,392,132 $58.3M
Credential Qtrade Securities Inc. 3.06% Add +4.5% 1,360,726 $57.0M
Confluence Investment Management LLC 0.74% Reduce -1.0% 1,317,556 $55.2M
Baron Capital (BAMCO) 0.14% Add +6.7% 1,287,522 $53.9M
Madison Asset Management, LLC 0.66% Reduce -45.0% 1,274,290 $53.4M
Stifel Financial Corp. 0.06% Reduce -5.4% 1,254,281 $52.5M
Horizon Kinetics Asset Management LLC 0.98% Reduce -2.7% 1,222,972 $51.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 5.58% Add +10.3% 1,125,209 $47.1M
Heritage Wealth Advisors 2.12% Add +4.3% 1,109,322 $46.4M
Wellington Management Group LLP 0.01% Reduce -0.3% 1,098,179 $46.0M
New South Capital Management Inc. 1.89% Add +0.3% 1,080,172 $45.2M
HughesLittle Investment Management Ltd. 9.51% Reduce -0.3% 1,035,590 $43.3M
Korea Investment CORP 0.11% Reduce -7.8% 1,018,976 $42.7M
Cibc World Markets Corp. 0.27% New 1,000,000 $41.9M
Northern Trust Corp. 0.01% Add +0.9% 947,269 $39.7M
Baskin Financial Services Inc. 3.26% Add +1.9% 928,984 $38.9M
UBS Group AG 0.01% Add +6.1% 917,043 $38.4M
Florida Trust Wealth Management Co 1.29% Add +0.2% 904,200 $37.9M
Capital Advisors Inc. 0.80% Add +2.9% 893,853 $37.4M
Triasima Portfolio Management inc. 3.12% Add +12.2% 885,814 $37.1M
Royal London Asset Management Ltd. 0.09% Add +8.8% 879,310 $36.8M
Whitebox Advisors LLC 4.68% No change 865,340 $36.2M

"% of holder's portfolio" is BN's weight in each manager's 13F, not the share of Brookfield Corp. the manager owns.

Show all 681 holders