BrookfieldBN

13F holders, Q4 2024 (December 31)
823holders +75
75new positions
31sold out
13famous investors
$57.50avg. 13F price*

At the end of Q4 2024, 823 institutions reported holding Brookfield Corp. (BN) in their 13F filings, up 75 from Q3 2024. 75 opened new positions and 31 sold out. The largest holders were Partners Value Investments L.P. ($6.9B), Royal Bank of Canada ($4.8B) and Vanguard Group Inc. ($3.4B). 13 famous investors held it, including Bill Ackman (15.8% of Pershing Square's portfolio), Chuck Akre (9.4% of Akre Capital Management's portfolio) and Tom Gayner (4.4% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions75$289.0M
Exits31$62.9M

All 13F filers, Q3 2024 → Q4 2024: 47,970,060 shares bought and 42,440,091 shares sold, net +5,529,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 823 holders

Partners Value Investments L.P. 75.36% No change 120,968,883 $6.9B
Royal Bank of Canada 1.04% Reduce -0.9% 83,487,281 $4.8B
Vanguard Group Inc. 0.06% Add +1.6% 59,904,458 $3.4B
Capital World Investors 0.52% Add +3.1% 59,020,303 $3.4B
Principal Financial Group Inc. 1.64% Reduce -11.5% 52,285,987 $3.0B
Bank of Montreal 1.43% Reduce -5.3% 49,801,459 $2.9B
Pershing Square 15.83% Add +6.6% 34,893,064 $2.0B
Brookfield Corp 10.78% Reduce -6.1% 30,965,748 $1.8B
TD Asset Management Inc 1.23% Reduce -0.6% 24,230,140 $1.4B
1832 Asset Management L.P. 2.28% Reduce -4.0% 22,196,935 $1.3B
FIL Ltd 1.09% Add +8.8% 20,354,516 $1.2B
National Bank of Canada 1.43% Add +543.3% 19,220,924 $1.1B
Akre Capital Management 9.43% Add +0.2% 18,969,179 $1.1B
JARISLOWSKY, FRASER Ltd 6.15% Reduce -4.5% 18,297,896 $1.1B
Norges Bank 0.13% Add +4.5% 16,956,500 $973.6M
First Manhattan Co. Llc. 2.85% Reduce -1.3% 16,907,751 $973.0M
Mackenzie Financial Corp. 1.31% Reduce -3.8% 16,739,530 $961.1M
CIBC Asset Management Inc 2.67% Add +6.2% 14,178,133 $814.6M
Manufacturers Life Insurance Company, The 0.60% Add +1.1% 11,866,447 $682.5M
Bank of Nova Scotia 1.19% Reduce -17.4% 11,730,863 $674.1M
Cibc World Market Inc. 1.47% Reduce -7.0% 11,116,400 $638.6M
Soroban Capital Partners LP 7.90% Reduce -7.3% 10,273,462 $590.2M
FMR LLC 0.03% Reduce -0.9% 10,070,599 $578.7M
DAVENPORT & Co LLC 3.18% Reduce -0.0% 9,437,172 $541.9M
Markel Group 4.41% No change 8,715,741 $500.7M
Federation des caisses Desjardins du Quebec 2.48% Reduce -0.8% 8,515,641 $486.5M
EdgePoint Investment Group Inc. 3.71% Reduce -29.1% 8,164,453 $468.7M
Select Equity Group, L.P. 1.90% Reduce -16.7% 8,097,315 $465.2M
Geode Capital Management, LLC 0.04% Add +32.0% 7,960,098 $460.5M
Legal & General Group Plc 0.11% Reduce -5.9% 7,174,692 $412.2M
Scotia Capital Inc. 2.07% Add +2.4% 6,857,180 $392.5M
Morgan Stanley 0.03% Add +5.1% 6,567,567 $377.3M
Connor, Clark & Lunn Investment Management Ltd. 1.69% Add +11.4% 6,507,113 $373.5M
Beutel, Goodman & Co Ltd. 1.83% Reduce -10.2% 5,860,619 $336.7M
Bank of America Corp. 0.03% Reduce -2.2% 5,801,159 $333.3M
Neuberger Berman Group LLC 0.26% Reduce -4.0% 5,652,342 $324.7M
Toronto Dominion Bank 0.62% Reduce -17.8% 5,633,876 $323.4M
JPMorgan Chase & Co. 0.02% Add +2.8% 5,043,091 $289.7M
Third Point 3.90% Add +5.6% 4,990,000 $286.7M
Bessemer Group Inc. 0.45% Add +51.9% 4,839,267 $278.0M
Aristotle Capital Management, LLC 0.53% Reduce -3.1% 4,777,064 $274.4M
Alberta Investment Management Corp 1.75% Add +3.1% 4,334,991 $249.0M
Goldman Sachs Group Inc. 0.05% Reduce -53.6% 4,199,175 $241.2M
Invesco Ltd. 0.04% Reduce -3.4% 4,176,158 $239.9M
Scharf Investments, LLC 7.01% Reduce -5.8% 4,114,865 $236.4M
Cooke & Bieler LP 2.13% Reduce -19.7% 3,851,538 $221.3M
Charles Schwab Investment Management Inc. 0.04% Add +6.3% 3,788,312 $217.6M
Baillie Gifford & Co. 0.16% Add +809.5% 3,675,524 $211.2M
TD Waterhouse Canada Inc. 1.65% Reduce -4.5% 3,578,785 $204.6M
Corient Private Wealth LP 0.32% Add +0.8% 3,328,164 $191.2M
CI Investments Inc. 0.70% Reduce -7.0% 3,219,192 $184.9M
Check Capital Management Inc. 11.40% Reduce -1.3% 2,996,978 $172.2M
Wells Fargo & Company 0.04% Add +3.3% 2,950,587 $169.5M
Novo Holdings A/S 9.73% Reduce -19.8% 2,798,830 $160.8M
Regents of the University of California 47.75% New 2,683,035 $154.1M
Addenda Capital Inc. 5.31% Reduce -3.2% 1,821,935 $150.5M
Fenimore Asset Management Inc 3.14% Reduce -0.3% 2,603,553 $149.6M
Canada Pension Plan Investment Board 0.14% No change 2,568,490 $147.4M
Massachusetts Financial Services Co. 0.05% Reduce -7.2% 2,494,160 $143.3M
CIBC Private Wealth Group LLC 0.26% Reduce -0.7% 2,409,411 $140.7M
Bank of New York Mellon Corp 0.03% Add +3.1% 2,443,095 $140.4M
Baron Capital (BAMCO) 0.36% Add +22.7% 2,391,691 $137.4M
OMERS ADMINISTRATION Corp 1.16% No change 2,317,789 $133.2M
Cardinal Capital Management, Inc. 4.42% Reduce -2.2% 2,270,319 $130.2M
Clearbridge Investments, LLC 0.10% Add +29.4% 2,222,358 $127.7M
Mufg Securities (canada), LTD. 4.54% Add +71.4% 2,189,967 $125.8M
Caisse de depot et placement du Quebec 0.26% No change 2,174,000 $124.9M
Ameriprise Financial Inc. 0.03% Reduce -19.0% 2,108,535 $122.9M
UBS Group AG 0.03% Add +121.2% 2,064,112 $118.6M
McDonald Capital Investors Inc. 7.30% Reduce -1.1% 2,023,560 $116.3M
Cannell & Spears LLC 2.34% Reduce -2.9% 1,986,587 $114.1M
Envestnet Asset Management Inc. 0.04% Add +8.9% 1,948,797 $112.0M
Agf Management Ltd. 0.55% Reduce -12.7% 1,892,960 $109.4M
Guardian Capital LP 4.02% Reduce -3.7% 1,883,274 $108.2M
Deutsche Bank AG 0.04% Add +10.3% 1,722,720 $99.0M
Marathon Asset Management Ltd 2.62% Reduce -3.0% 1,634,736 $93.9M
Dixon Mitchell Investment Counsel Inc. 4.30% Reduce -8.0% 1,617,414 $93.0M
Stifel Financial Corp. 0.09% Reduce -0.4% 1,569,387 $90.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -11.9% 1,531,795 $88.0M
Sather Financial Group Inc 5.48% Reduce -1.3% 1,523,618 $87.5M
Dimensional Fund Advisors LP 0.02% Reduce -19.4% 1,517,942 $87.2M
Scheer, Rowlett & Associates Investment Management Ltd. 6.33% Add +1.1% 1,511,750 $86.8M
Aviso Financial Inc. 4.37% Add +2.4% 1,506,285 $86.6M
Bruni J V & Co. 9.59% Add +0.3% 1,474,458 $84.7M
Raymond James Financial Inc. 0.03% — 1,441,166 $82.8M
Northern Trust Corp. 0.01% Add +45.6% 1,430,941 $82.2M
M&G PLC 0.46% Reduce -22.6% 1,254,929 $71.5M
Horizon Kinetics Asset Management LLC 0.88% Add +15.3% 1,218,597 $70.0M
Madison Asset Management, LLC 0.79% Reduce -0.4% 1,213,230 $69.7M
Madison Investment Advisors, LLC 0.79% — 1,213,230 $69.7M
Burgundy Asset Management Ltd. 0.66% Reduce -39.0% 1,131,044 $64.9M
Broad Run Investment Management, LLC 8.38% Reduce -17.3% 1,073,486 $61.7M
Heritage Wealth Advisors 3.05% Reduce -8.1% 1,071,739 $61.6M
New South Capital Management Inc. 2.53% Reduce -2.6% 1,045,331 $60.1M
HughesLittle Investment Management Ltd. 11.36% Add +0.8% 1,044,344 $60.0M
Wellington Management Group LLP 0.01% Reduce -13.5% 1,012,718 $58.2M
Greenlea Lane Capital Management, LLC 17.23% Reduce -4.0% 994,895 $57.2M
Korea Investment CORP 0.13% Add +28.9% 960,214 $55.2M
Baskin Financial Services Inc. 4.24% Reduce -1.1% 927,430 $53.3M
Sequoia Financial Advisors, LLC 0.51% Add +18.4% 919,350 $52.8M

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

Show all 823 holders