Brookfield Ownership | Who Owns Brookfield?
Brookfield Ownership Summary
Brookfield is owned by 65.82% institutional investors, 19.11% insiders, and 15.07% 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 | 65.82% | 19.11% | 15.07% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Asset Management Stocks | 39.89% | 8.77% | 51.34% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 604 | -3.21% | 976,326,008 | 0.67% | 62 | 1.64% | 259 | -11.60% | 204 | 7.37% |
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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