Brookfield Ownership | Who Owns Brookfield?
Brookfield Ownership Summary
Brookfield is owned by 20.10% institutional investors, 17.71% insiders, and 62.19% retail investors. Partners value investments lp is the largest institutional shareholder, holding 8.02% of BN shares.
BN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brookfield | 20.10% | 17.71% | 62.19% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Partners value investments lp | 120.97M | 8.02% | $6.95B |
| Royal bank of canada | 83.49M | 5.53% | $4.80B |
| Vanguard group | 59.90M | 3.97% | $3.44B |
| Capital world investors | 59.02M | 3.91% | $3.39B |
| Principal financial group | 52.29M | 3.47% | $3.00B |
| Bank of montreal /can/ | 49.80M | 3.30% | $2.86B |
| Pershing square capital management | 34.89M | 2.31% | $2.00B |
| Brookfield corp /on/ | 30.97M | 2.05% | $1.78B |
| Td asset management | 24.23M | 1.61% | $1.39B |
| 1832 asset management | 22.20M | 1.47% | $1.28B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Partners value investments lp | 120.97M | 75.36% | $6.95B |
| Regents of the university of california | 2.68M | 47.75% | $154.14M |
| Blacksheep fund management | 181.62K | 18.85% | $10.43M |
| Greenlea lane capital management | 994.89K | 17.23% | $57.16M |
| Pershing square capital management | 34.89M | 15.89% | $2.00B |
| Jackson hill advisors | 530.00K | 15.37% | $30.45M |
| Brookfield corp /on/ | 30.97M | 10.83% | $1.78B |
| Novo | 2.80M | 9.73% | $160.79M |
| Bruni j v & co /co | 1.47M | 9.59% | $84.71M |
| Akre capital management | 18.97M | 9.43% | $1.09B |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 16.96M | 0.13% | 16.96M |
| National bank of canada /fi/ | 19.22M | 1.17% | 16.23M |
| Nomura | 5.00M | 0.40% | 5.00M |
| Baillie gifford | 3.68M | 0.16% | 3.27M |
| Sg americas securities | 3.09M | 0.75% | 3.09M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 52.29M | 1.64% | -6.81M |
| Hudson bay capital management lp | - | - | -6.50M |
| Goldman sachs group | 4.20M | 0.04% | -4.84M |
| Edgepoint investment group | 8.16M | 3.70% | -3.35M |
| Sumitomo mitsui trust | - | - | -3.24M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 16.96M | 0.13% | 16.96M | $973.59M |
| Nomura | 5.00M | 0.40% | 5.00M | $207.70M |
| Sg americas securities | 3.09M | 0.75% | 3.09M | $128.32M |
| Regents of the university of california | 2.68M | 47.75% | 2.68M | $154.14M |
| Raymond james financial | 1.44M | 0.03% | 1.44M | $82.80M |
Sold Out
| Holder | Change |
|---|---|
| Central trust | -1.00 |
| Voisard asset management group | -3.00 |
| Jaffetilchin investment partners | -5.00 |
| First command advisory services | -5.00 |
| Kayne anderson rudnick investment management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 480 | -36.51% | 303,173,916 | -70.07% | 20 | 0.45% | 196 | -37.38% | 159 | -41.11% |
| Sep 30, 2024 | 750 | 6.69% | 1,012,099,265 | 0.99% | 67 | 1.52% | 310 | 9.54% | 267 | 6.80% |
| Jun 30, 2024 | 692 | 0.73% | 999,718,271 | 1.65% | 65 | 1.57% | 280 | -4.76% | 244 | 7.49% |
| Mar 31, 2024 | 687 | 2.69% | 983,446,223 | -3.15% | 64 | 1.49% | 294 | 2.80% | 227 | -9.92% |
| Dec 31, 2023 | 669 | 9.31% | 1,015,463,091 | 4.68% | 65 | 1.71% | 286 | -3.38% | 252 | 49.11% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $2.29M |
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $4.06M |
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $193.60 |
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $149.60 |
| Jan 02, 2024 | BCP GP Ltd | Former 10% Owner | Sell | $2.28M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q1 | - | 5 |
| 2023 Q4 | - | 54 |
| 2023 Q3 | - | - |
| 2023 Q2 | - | 1 |
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