BrookfieldBN

13F holders, Q3 2024 (September 30)
748holders +54
102new positions
42sold out
11famous investors
$53.20avg. 13F price*

At the end of Q3 2024, 748 institutions reported holding Brookfield Corp. (BN) in their 13F filings, up 54 from Q2 2024. 102 opened new positions and 42 sold out. The largest holders were Partners Value Investments L.P. ($6.4B), Royal Bank of Canada ($4.5B) and Principal Financial Group Inc. ($3.1B). 11 famous investors held it, including Bill Ackman (13.5% of Pershing Square's portfolio), Chuck Akre (8.4% of Akre Capital Management's portfolio) and Tom Gayner (4.2% of Markel Group'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions102$873.1M
Exits42$489.8M

All 13F filers, Q2 2024 → Q3 2024: 76,944,129 shares bought and 52,256,205 shares sold, net +24,687,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 748 holders

Partners Value Investments L.P. 76.02% No change 120,968,883 $6.4B
Royal Bank of Canada 1.00% Reduce -7.0% 84,241,391 $4.5B
Principal Financial Group Inc. 1.71% Reduce -2.9% 59,091,655 $3.1B
Vanguard Group Inc. 0.06% Add +1.8% 58,929,925 $3.1B
Capital World Investors 0.47% Add +2.3% 57,238,269 $3.0B
Bank of Montreal 1.31% Add +0.1% 52,597,295 $2.8B
Brookfield Corp 9.91% Add +0.1% 32,965,748 $1.8B
Pershing Square 13.48% Add +377.6% 32,735,883 $1.7B
TD Asset Management Inc 1.15% Reduce -2.1% 24,370,865 $1.3B
1832 Asset Management L.P. 2.06% Add +6.1% 23,123,203 $1.2B
JARISLOWSKY, FRASER Ltd 5.70% Reduce -9.4% 19,161,418 $1.0B
Akre Capital Management 8.38% Add +2.6% 18,938,431 $1.0B
FIL Ltd 0.90% Add +56.6% 18,713,613 $993.9M
Mackenzie Financial Corp. 1.29% Reduce -1.3% 17,402,913 $924.3M
First Manhattan Co. Llc. 2.70% Reduce -2.5% 17,132,898 $911.0M
Norges Bank 0.12% Add +0.9% 16,232,539 $862.2M
Bank of Nova Scotia 1.53% Reduce -13.2% 14,200,467 $754.4M
CIBC Asset Management Inc 2.31% Reduce -5.6% 13,354,705 $710.7M
Cibc World Market Inc. 1.43% Add +13.3% 11,951,369 $635.2M
Manufacturers Life Insurance Company, The 0.55% Add +31.6% 11,736,712 $623.8M
EdgePoint Investment Group Inc. 4.83% Add +1.7% 11,512,817 $611.4M
Soroban Capital Partners LP 8.15% Reduce -3.4% 11,082,391 $589.0M
FMR LLC 0.03% Reduce -2.0% 10,162,455 $539.9M
Select Equity Group, L.P. 1.89% New 9,723,279 $517.0M
DAVENPORT & Co LLC 2.95% Reduce -0.2% 9,439,335 $502.5M
Goldman Sachs Group Inc. 0.09% Reduce -23.7% 9,043,898 $480.7M
Markel Group 4.17% No change 8,715,741 $463.2M
Federation des caisses Desjardins du Quebec 2.25% Add +2.2% 8,584,071 $454.6M
Legal & General Group Plc 0.11% Add +3129.1% 7,622,581 $405.3M
Toronto Dominion Bank 0.64% Add +23.4% 6,851,397 $364.2M
Scotia Capital Inc. 1.90% Reduce -0.8% 6,698,321 $354.3M
Beutel, Goodman & Co Ltd. 1.71% Add +9.2% 6,524,898 $346.9M
Morgan Stanley 0.02% Reduce -29.1% 6,250,960 $332.2M
Geode Capital Management, LLC 0.03% Add +10.9% 6,029,880 $320.7M
Bank of America Corp. 0.03% Reduce -13.7% 5,931,279 $315.2M
Neuberger Berman Group LLC 0.24% Reduce -6.5% 5,891,229 $313.1M
Connor, Clark & Lunn Investment Management Ltd. 1.50% Reduce -15.2% 5,838,483 $310.1M
Aristotle Capital Management, LLC 0.48% Add +68.1% 4,929,869 $262.1M
JPMorgan Chase & Co. 0.02% Reduce -25.7% 4,905,380 $260.7M
Cooke & Bieler LP 2.32% Reduce -15.8% 4,797,076 $255.0M
Third Point 3.41% New 4,725,000 $251.1M
Scharf Investments, LLC 6.39% Reduce -9.3% 4,368,770 $232.2M
Invesco Ltd. 0.04% Reduce -20.1% 4,322,376 $229.7M
Alberta Investment Management Corp 2.03% Add +10.5% 4,205,956 $223.6M
TD Waterhouse Canada Inc. 1.60% Add +1.7% 3,745,355 $197.3M
Charles Schwab Investment Management Inc. 0.04% Add +10.9% 3,564,317 $189.5M
Novo Holdings A/S 9.22% Reduce -10.0% 3,491,230 $185.6M
CI Investments Inc. 0.70% Add +10.1% 3,462,983 $184.1M
Corient Private Wealth LP 0.28% Add +3.1% 3,302,253 $175.5M
Bessemer Group Inc. 0.28% Reduce -0.1% 3,186,332 $169.4M
Check Capital Management Inc. 11.48% Reduce -0.5% 3,034,784 $161.3M
National Bank of Canada 0.21% Add +28.7% 2,987,741 $158.8M
Wells Fargo & Company 0.04% Reduce -2.4% 2,856,290 $151.7M
Massachusetts Financial Services Co. 0.04% Reduce -8.2% 2,687,618 $142.8M
Ameriprise Financial Inc. 0.04% Reduce -9.2% 2,602,248 $139.5M
Fenimore Asset Management Inc 2.80% Reduce -0.1% 2,611,735 $138.8M
Canada Pension Plan Investment Board 0.13% No change 2,568,490 $136.6M
Addenda Capital Inc. 4.82% Add +5.1% 1,881,666 $135.2M
CIBC Private Wealth Group LLC 0.23% Reduce -2.1% 2,426,472 $129.0M
Bank of New York Mellon Corp 0.02% Reduce -1.6% 2,370,325 $126.0M
Cardinal Capital Management, Inc. 5.09% Reduce -1.3% 2,322,064 $123.5M
OMERS ADMINISTRATION Corp 1.13% No change 2,317,789 $123.2M
Caisse de depot et placement du Quebec 0.23% Reduce -13.6% 2,174,000 $115.6M
Agf Management Ltd. 0.59% Reduce -17.0% 2,168,017 $115.6M
Cannell & Spears LLC 2.14% Add +2.6% 2,045,905 $108.7M
McDonald Capital Investors Inc. 6.67% Reduce -2.6% 2,045,138 $108.7M
Guardian Capital LP 3.81% Reduce -13.6% 1,956,035 $104.0M
Baron Capital (BAMCO) 0.27% Add +62.6% 1,949,472 $103.6M
Dimensional Fund Advisors LP 0.02% Reduce -5.3% 1,882,571 $100.1M
Burgundy Asset Management Ltd. 0.97% Reduce -3.5% 1,852,540 $98.4M
Envestnet Asset Management Inc. 0.03% Add +1.5% 1,789,112 $95.1M
Dixon Mitchell Investment Counsel Inc. 4.25% Add +0.8% 1,757,035 $93.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -5.2% 1,739,450 $92.5M
Clearbridge Investments, LLC 0.07% Reduce -1.8% 1,716,917 $91.3M
Marathon Asset Management Ltd 2.48% Reduce -2.0% 1,686,185 $89.7M
M&G PLC 0.53% Reduce -35.3% 1,620,721 $85.9M
Stifel Financial Corp. 0.09% Reduce -4.0% 1,575,280 $83.7M
Deutsche Bank AG 0.03% Add +14.2% 1,561,879 $83.0M
Sather Financial Group Inc 5.28% Add +0.3% 1,543,740 $82.0M
Scheer, Rowlett & Associates Investment Management Ltd. 5.54% Reduce -2.1% 1,495,654 $79.4M
Aviso Financial Inc. 3.87% Add +2.7% 1,471,428 $78.2M
Bruni J V & Co. 8.71% Reduce -1.8% 1,470,598 $78.2M
Raymond James & Associates 0.04% Reduce -4.2% 1,308,188 $69.5M
Broad Run Investment Management, LLC 8.33% Reduce -6.1% 1,298,016 $69.0M
Mufg Securities (canada), LTD. 3.04% Add +69.0% 1,277,933 $68.0M
Madison Asset Management, LLC 0.73% Reduce -1.9% 1,218,119 $64.7M
Wellington Management Group LLP 0.01% Add +2.7% 1,170,931 $62.2M
Heritage Wealth Advisors 2.91% Add +1.2% 1,165,797 $62.0M
New South Capital Management Inc. 2.33% Reduce -1.0% 1,073,483 $57.1M
Horizon Kinetics Asset Management LLC 0.85% Reduce -8.2% 1,056,706 $56.2M
Blacksheep Fund Management Ltd 50.84% Reduce -36.2% 1,038,404 $55.2M
Greenlea Lane Capital Management, LLC 16.71% Reduce -33.0% 1,036,115 $55.1M
HughesLittle Investment Management Ltd. 11.19% No change 1,035,590 $55.0M
Northern Trust Corp. 0.01% Add +2.2% 982,828 $52.2M
Baskin Financial Services Inc. 4.08% Add +0.7% 938,058 $49.8M
UBS Group AG 0.01% Add +4.4% 933,041 $49.6M
Aviva PLC 0.13% Add +15.4% 928,282 $49.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 5.06% Reduce -4.5% 873,139 $46.4M
Florida Trust Wealth Management Co 1.45% Reduce -2.3% 850,278 $45.2M
Citadel Advisors 0.05% Add +2.6% 825,307 $43.9M

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

Show all 748 holders