BN · Company research
Brookfield Corporation (BN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1812103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1159 | 51981 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Family Manage LLC | 1539947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7945 | 338892 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6972 | 258803 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 14107 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319025 | 14308241 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2686 | 103411 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Gotham Asset Management, LLC | 1510387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39859 | 1697595 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43606 | 1857180 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8112388 | 345453446 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Net Worth Advisory Group | 1791998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7121 | 303265 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74107 | 3156217 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Radnor Capital Management, LLC | 1696867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51136 | 2177882 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Princeton Global Asset Management LLC | 1767349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 972 | 35468 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| DDD Partners, LLC | 1729673 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 435175 | 19517599 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Clean Yield Group | 1525865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1384 | 51374 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Union Bancaire Privee, UBP SA | 1716607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3060 | 112887 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48234 | 2054287 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STANSBERRY ASSET MANAGEMENT, LLC | 1725910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17698 | 754903 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23517 | 858 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8930 | 380329 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| A. D. Beadell Investment Counsel, Inc. | 1569102 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6788 | 235 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Banco BTG Pactual S.A. | 1536080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157392 | 6703325 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Partners Value Investments L.P. | 1162777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 181405955 | 7726079623 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11028 | 469696 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14141 | 182140 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12602 | 536738 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1367401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 276412 | 16725690 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85450 | 3643672 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parkside Investments, LLC | 1706248 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243136 | 10355172 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 1794 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Guardian Wealth Management, Inc. | 1910205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95374 | 4061979 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174 | 6044 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 1167212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49304 | 2099857 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JACKSON HILL ADVISORS, LLC | 1911159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 420000 | 17887800 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2210 | 82035 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Murchinson Ltd. | 1838556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127500 | 5718375 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RWA WEALTH PARTNERS, LLC | 1544576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5092 | 216868 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Templeton & Phillips Capital Management, LLC | 1961304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235746 | 10040422 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Western Pacific Wealth Management, LP | 1907320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 772 | 28170 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280 | 3601 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Baskin Financial Services Inc. | 1511098 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1286021 | 54791 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Hendershot Investments Inc. | 1541496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32178 | 1370461 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5920 | 216 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10036 | 427433 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1012 | 43102 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4691 | 199790 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Roehl & Yi Investment Advisors, LLC | 2097566 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5402 | 230134 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| West Branch Capital LLC | 1738723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51 | 1772 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21461 | 962526 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cardinal Capital Management, Inc. | 1518235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3247627 | 138287002 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 333 | 14183 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28551753 | 1217738554 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Salvus Wealth Management, LLC | 1809236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68596 | 2921504 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| HERITAGE INVESTORS MANAGEMENT CORP | 937589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30433 | 1296 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1438 | 59821 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TT Capital Management LLC | 2056338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27100 | 1154189 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Revolve Wealth Partners, LLC | 1808992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8583 | 365550 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 807 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2114795 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 229 | 9753 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ARS Investment Partners, LLC | 733020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211158 | 9470436 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| C WorldWide Group Holding A/S | 1625244 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15567 | 663 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SeaCrest Wealth Management, LLC | 1728121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17130 | 220634 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Boston Trust Walden Corp | 1534866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28105 | 1196992 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 650000 | 27688039 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25457 | 1084203 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22759 | 969333 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Greykasell Wealth Strategies, Inc. | 2041220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207 | 9262 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bahl & Gaynor LLC | 872259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9111 | 332460 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1228242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3551629 | 151379383 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRUST POINT INC. | 1635633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6242 | 265847 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42252 | 1799513 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Daytona Street Capital LLC | 2101936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 670 | 8643 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| OPPENHEIMER ASSET MANAGEMENT INC. | 1269119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136727 | 5823203 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mascoma Wealth Management LLC | 1695664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 1533 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145564 | 5604214 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mallini Complete Financial Planning LLC | 2049540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19121 | 246284 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Frec Markets, Inc. | 2111359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16828 | 754736 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 282560 | 12051246 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17500 | 784875 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| HughesLittle Investment Management Ltd. | 2106035 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1547195 | 65883722 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.