Brookfield Ownership | Who Owns Brookfield?
Brookfield Ownership Summary
Brookfield is owned by 67.04% institutional investors, 19.11% insiders, and 13.85% retail investors. Partners value investments lp is the largest institutional shareholder, holding 7.96% of BN shares.
BN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brookfield | 67.04% | 19.11% | 13.85% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Partners value investments lp | 120.97M | 7.96% | $5.03B |
| Principal financial group | 60.86M | 4.01% | $2.53B |
| Vanguard group | 57.90M | 3.81% | $2.41B |
| Capital world investors | 55.97M | 3.69% | $2.33B |
| Brookfield corp /on/ | 32.93M | 2.17% | $1.37B |
| Td asset management | 24.89M | 1.64% | $1.03B |
| 1832 asset management | 21.79M | 1.43% | $905.15M |
| Jarislowsky, fraser | 21.14M | 1.39% | $879.23M |
| Akre capital management | 18.47M | 1.22% | $767.07M |
| Mackenzie financial | 17.64M | 1.16% | $733.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Partners value investments lp | 120.97M | 75.56% | $5.03B |
| Blacksheep fund management | 1.63M | 51.98% | $67.62M |
| Greenlea lane capital management | 1.55M | 17.54% | $64.27M |
| Jackson hill advisors | 460.00K | 10.48% | $19.11M |
| Karpas strategies | 717.84K | 9.35% | $29.82M |
| Brookfield corp /on/ | 32.93M | 8.58% | $1.37B |
| Novo | 3.88M | 8.09% | $161.18M |
| Broad run investment management | 1.38M | 7.86% | $57.40M |
| Bruni j v & co /co | 1.50M | 7.75% | $62.23M |
| Soroban capital partners lp | 11.48M | 7.00% | $476.73M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 16.09M | 0.10% | 16.09M |
| Pershing square capital management | 6.85M | 2.73% | 6.85M |
| Nomura | 5.00M | 0.40% | 5.00M |
| Federation des caisses desjardins du quebec | 8.40M | 1.87% | 4.05M |
| Capital world investors | 55.97M | 0.38% | 4.05M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hudson bay capital management lp | - | - | -6.50M |
| Manufacturers life insurance company, the | 8.92M | 0.35% | -5.28M |
| Fil | 11.95M | 0.49% | -3.60M |
| Sumitomo mitsui trust | - | - | -3.24M |
| Bank of nova scotia | 16.35M | 1.33% | -3.18M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 16.09M | 0.10% | 16.09M | $669.09M |
| Pershing square capital management | 6.85M | 2.73% | 6.85M | $284.74M |
| Nomura | 5.00M | 0.40% | 5.00M | $207.70M |
| Charles schwab investment management | 3.21M | 0.03% | 3.21M | $133.61M |
| Sg americas securities | 3.09M | 0.75% | 3.09M | $128.32M |
Sold Out
| Holder | Change |
|---|---|
| Central trust | -1.00 |
| First command advisory services | -5.00 |
| Kayne anderson rudnick investment management | -6.00 |
| Truvestments capital | -9.00 |
| Atlantic edge private wealth management | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 612 | 1.32% | 970,050,615 | -0.64% | 62 | 1.59% | 296 | 14.29% | 169 | -17.16% |
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 |
BN Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools