Who Owns Brookfield Stock?
NYSE: BNReal EstateBuilding operatorsUSD
Market open · Delayed 15 min · as of Oct 9, 10:45 AM ET
Ownership breakdown
- Held by institutions
- 59.44%
- Held by insiders
- 17.64%
- Institutional holders
- 1,346
- Institutions 59.4%
- Insiders 17.6%
- Public and other 22.9%
Who owns Brookfield stock?
Institutional investors own about 59.4% of Brookfield's shares, spread across 1,346 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 17.64% of BN.
The largest institutional holders are Partners Value Investments LP (7.40%), Royal Bank of Canada (4.72%) and Capital World Investors (3.21%). Together, the top 10 institutions control 30.9% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their BN positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Partners Value Investments LP | 181.41M | 7.40% | 0.0% |
| Royal Bank of Canada | 115.76M | 4.72% | +1.7% |
| Capital World Investors | 78.68M | 3.21% | -4.4% |
| Vanguard Capital Management LLC | 61.38M | 2.50% | -0.1% |
| Dodge & Cox Inc. | 61.21M | 2.50% | +3.4% |
| Pershing Square Inc | 57.48M | 2.34% | +100.0% |
| Bank of Montreal /CAN/ | 56.71M | 2.31% | +3.5% |
| Principal Financial Group, Inc. | 55.06M | 2.25% | -13.7% |
| Brookfield Corp /ON/ | 46.82M | 1.91% | +0.5% |
| 1832 Asset Management L.P. | 42.50M | 1.73% | -1.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BN
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | 30.82M | 1.26% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 28.86M | 1.18% |
| Principal Funds, Inc-MidCap Fund | 28.03M | 1.14% |
| AMERICAN BALANCED FUND | 27.70M | 1.13% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | 20.46M | 0.83% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | 14.61M | 0.60% |
| Growth Fund of America | 14.49M | 0.59% |
| Principal Funds, Inc-Blue Chip Fund | 13.36M | 0.54% |
| EuroPacific Growth Fund-EUPAC Fund | 12.89M | 0.53% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 12.72M | 0.52% |
Frequently asked questions
Who is the largest shareholder of Brookfield?
Partners Value Investments LP is the largest institutional shareholder of BN, owning 7.40% of shares outstanding (181.41M shares) as of its latest 13F filing.
What percentage of Brookfield is owned by institutions?
Institutions own about 59.4% of BN shares and 72.2% of the public float.
How much of Brookfield do insiders own?
Insiders, such as officers and directors, own about 17.64% of BN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.