BrookfieldBN

13F holders, Q2 2024 (June 30)
694holders +13
67new positions
51sold out
8famous investors
$41.72avg. 13F price*

At the end of Q2 2024, 694 institutions reported holding Brookfield Corp. (BN) in their 13F filings, up 13 from Q1 2024. 67 opened new positions and 51 sold out. The largest holders were Partners Value Investments L.P. ($5.0B), Royal Bank of Canada ($3.8B) and Principal Financial Group Inc. ($2.5B). 8 famous investors held it, including Chuck Akre (6.7% of Akre Capital Management's portfolio), Tom Gayner (3.6% of Markel Group's portfolio) and Bill Ackman (2.7% of Pershing Square'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 → Q2 2024

InstitutionsTotal Value
New Positions67$1.1B
Exits51$313.6M

All 13F filers, Q1 2024 → Q2 2024: 47,293,658 shares bought and 43,608,352 shares sold, net +3,685,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 694 holders

Partners Value Investments L.P. 75.56% No change 120,968,883 $5.0B
Royal Bank of Canada 0.91% Reduce -6.7% 90,598,183 $3.8B
Principal Financial Group Inc. 1.50% Reduce -2.0% 60,858,459 $2.5B
Vanguard Group Inc. 0.05% Add +0.7% 57,899,328 $2.4B
Capital World Investors 0.38% Add +7.8% 55,969,398 $2.3B
Bank of Montreal 0.70% Reduce -4.1% 52,554,152 $2.3B
Brookfield Corp 8.58% No change 32,934,574 $1.4B
TD Asset Management Inc 0.96% Reduce -4.0% 24,885,202 $1.0B
1832 Asset Management L.P. 1.64% Reduce -3.6% 21,789,751 $905.1M
JARISLOWSKY, FRASER Ltd 5.34% Reduce -2.4% 21,144,135 $879.2M
Akre Capital Management 6.75% Add +2.8% 18,465,882 $767.1M
Mackenzie Financial Corp. 1.09% Reduce -4.5% 17,635,388 $733.6M
First Manhattan Co. Llc. 2.34% Reduce -1.5% 17,569,190 $730.7M
Bank of Nova Scotia 1.35% Reduce -16.3% 16,350,082 $679.8M
Norges Bank 0.10% Add +0.4% 16,091,124 $669.1M
CIBC Asset Management Inc 2.09% Reduce -9.7% 14,144,319 $587.9M
FIL Ltd 0.49% Reduce -23.1% 11,953,352 $497.2M
Goldman Sachs Group Inc. 0.10% Add +7.0% 11,857,730 $492.6M
Soroban Capital Partners LP 7.00% Add +14.1% 11,476,297 $476.7M
EdgePoint Investment Group Inc. 3.98% Reduce -0.5% 11,316,027 $470.7M
Cibc World Market Inc. 1.09% Reduce -1.5% 10,549,682 $438.2M
FMR LLC 0.03% Reduce -1.8% 10,366,482 $431.0M
DAVENPORT & Co LLC 2.49% Reduce -0.4% 9,457,786 $393.1M
Manufacturers Life Insurance Company, The 0.35% Reduce -37.2% 8,917,996 $370.4M
Morgan Stanley 0.03% Add +16.9% 8,819,391 $366.4M
Markel Group 3.56% No change 8,715,741 $362.1M
Federation des caisses Desjardins du Quebec 1.87% Add +93.3% 8,397,896 $349.2M
Connor, Clark & Lunn Investment Management Ltd. 1.20% Reduce -8.6% 6,881,098 $286.2M
Bank of America Corp. 0.03% Add +2.4% 6,871,366 $285.4M
Pershing Square 2.73% New 6,854,510 $284.7M
Scotia Capital Inc. 1.63% Add +1.7% 6,749,069 $278.7M
JPMorgan Chase & Co. 0.02% Add +13.5% 6,605,033 $274.4M
Hudson Bay Capital Management LP 2.37% New 6,500,000 $270.0M
Neuberger Berman Group LLC 0.21% Reduce -11.8% 6,297,610 $261.6M
Beutel, Goodman & Co Ltd. 1.32% Reduce -2.2% 5,972,914 $248.4M
Cooke & Bieler LP 2.28% Add +5.0% 5,698,773 $236.7M
Toronto Dominion Bank 0.37% Reduce -12.9% 5,550,325 $230.6M
Geode Capital Management, LLC 0.02% Add +2.0% 5,438,123 $225.0M
Invesco Ltd. 0.05% Reduce -3.9% 5,406,240 $224.6M
Scharf Investments, LLC 5.71% Reduce -2.1% 4,816,425 $200.1M
Novo Holdings A/S 8.69% No change 3,880,230 $161.2M
Alberta Investment Management Corp 1.76% Add +2.6% 3,807,591 $158.3M
TD Waterhouse Canada Inc. 1.36% Reduce -1.3% 3,682,976 $151.8M
Charles Schwab Investment Management Inc. 0.03% New 3,213,086 $133.6M
Corient Private Wealth LP 0.23% Add +1.2% 3,203,872 $133.1M
Bessemer Group Inc. 0.23% Reduce -0.8% 3,189,459 $132.5M
CI Investments Inc. 0.51% Reduce -1.5% 3,146,221 $130.7M
SG Americas Securities, LLC 0.83% New 3,089,101 $128.3M
Check Capital Management Inc. 9.27% Add +0.4% 3,050,887 $126.7M
Aristotle Capital Management, LLC 0.24% Add +1.5% 2,932,804 $121.8M
Massachusetts Financial Services Co. 0.04% Reduce -2.1% 2,928,528 $121.7M
Wells Fargo & Company 0.03% Add +16.7% 2,926,825 $121.6M
Ameriprise Financial Inc. 0.03% Reduce -8.3% 2,867,006 $120.0M
Agf Management Ltd. 0.61% Reduce -5.2% 2,613,168 $109.0M
Fenimore Asset Management Inc 2.38% Add +0.2% 2,613,888 $108.6M
Canada Pension Plan Investment Board 0.10% No change 2,568,490 $106.8M
CIBC Private Wealth Group LLC 0.20% Reduce -0.4% 2,478,507 $105.9M
M&G PLC 0.72% Reduce -5.4% 2,504,753 $105.2M
Caisse de depot et placement du Quebec 0.25% Reduce -18.1% 2,515,285 $104.6M
Addenda Capital Inc. 3.99% Reduce -3.8% 1,790,787 $101.9M
Bank of New York Mellon Corp 0.02% Reduce -1.1% 2,408,969 $100.1M
Cardinal Capital Management, Inc. 3.76% Add +1.4% 2,352,094 $97.8M
OMERS ADMINISTRATION Corp 0.93% No change 2,317,789 $96.3M
National Bank of Canada 0.15% Reduce -1.4% 2,321,306 $94.7M
Guardian Capital LP 3.55% Reduce -2.8% 2,264,087 $94.1M
McDonald Capital Investors Inc. 5.45% Reduce -0.6% 2,100,395 $87.3M
Cannell & Spears LLC 1.72% Add +0.9% 1,993,162 $82.8M
Dimensional Fund Advisors LP 0.02% Reduce -10.5% 1,988,491 $82.6M
Burgundy Asset Management Ltd. 0.84% Reduce -2.9% 1,920,702 $79.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% New 1,834,401 $76.2M
Envestnet Asset Management Inc. 0.03% Add +1.5% 1,763,283 $73.3M
Clearbridge Investments, LLC 0.06% Reduce -2.1% 1,748,176 $72.6M
Dixon Mitchell Investment Counsel Inc. 3.64% Add +0.6% 1,742,374 $72.6M
Marathon Asset Management Ltd 2.24% Reduce -15.3% 1,720,676 $71.6M
Stifel Financial Corp. 0.08% Add +30.8% 1,640,630 $68.2M
Blacksheep Fund Management Ltd 51.98% Reduce -9.0% 1,627,774 $67.6M
Greenlea Lane Capital Management, LLC 17.54% No change 1,547,135 $64.3M
Sather Financial Group Inc 4.43% Add +9.8% 1,539,101 $63.9M
Scheer, Rowlett & Associates Investment Management Ltd. 4.87% Reduce -0.5% 1,528,080 $63.6M
ING Groep NV 0.37% New 1,500,000 $62.3M
Bruni J V & Co. 7.75% Reduce -0.4% 1,497,968 $62.2M
Aviso Financial Inc. 3.30% — 1,432,323 $59.1M
Broad Run Investment Management, LLC 7.86% Reduce -9.5% 1,381,815 $57.4M
Deutsche Bank AG 0.03% Reduce -1.8% 1,367,373 $56.8M
Raymond James & Associates 0.04% Reduce -4.3% 1,366,170 $56.8M
HSBC Holdings PLC 0.03% Add +124.0% 1,262,139 $52.2M
Madison Asset Management, LLC 0.64% Reduce -2.6% 1,241,426 $51.6M
Triasima Portfolio Management inc. 4.56% Add +35.4% 1,199,250 $49.9M
Baron Capital (BAMCO) 0.14% Reduce -6.9% 1,198,746 $49.8M
Heritage Wealth Advisors 2.16% Add +3.8% 1,151,545 $47.8M
Horizon Kinetics Asset Management LLC 0.85% Reduce -5.9% 1,150,865 $47.8M
Wellington Management Group LLP 0.01% Add +3.8% 1,140,365 $47.4M
Cibc World Markets Corp. 0.30% Add +10.0% 1,100,000 $45.7M
New South Capital Management Inc. 2.01% Add +0.3% 1,083,847 $45.0M
Voloridge Investment Management, LLC 0.16% Add +80.7% 1,051,002 $43.7M
HughesLittle Investment Management Ltd. 9.45% No change 1,035,590 $43.1M
Northern Trust Corp. 0.01% Add +1.5% 961,611 $39.9M
Baskin Financial Services Inc. 3.32% Add +0.3% 932,007 $38.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 4.62% Reduce -18.7% 914,647 $38.1M
Lazard Asset Management LLC 0.05% New 895,929 $37.2M

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

Show all 694 holders