DaveManuel.com · Institutional Ownership · Who Owns It
BROOKFIELD CORP (BN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
952
Reporting holders
$65.1B
Reported value
0.2%
Calls
0.2%
Puts
+26
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Partners Value Investments L.P. | $7.7B | 181,405,955 | 78.87% | 12q | HELD |
| ROYAL BANK OF CANADA | $5.0B incl. $98.8M options CALL+PUT | 115,757,146 | 0.75% | 15q | +1.7%+$86.1M |
| Capital World Investors | $3.4B | 78,684,708 | 0.40% | 15q | -4.4%-$155.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.6B | 61,381,539 | 0.06% | 2q | HELD |
| Dodge & Cox | $2.6B | 61,210,651 | 1.36% | 3q | +3.4%+$86.2M |
| PERSHING SQUARE INC. | $2.4B | 57,481,047 | 12.58% | new | NEW |
| BANK OF MONTREAL /CAN/ | $2.4B | 56,708,514 | 0.80% | 15q | +3.5%+$81.9M |
| PRINCIPAL FINANCIAL GROUP INC | $2.3B | 55,057,354 | 1.15% | 15q | -13.7%-$373.3M |
| Brookfield Corp /ON/ | $2.0B | 46,824,404 | 2.59% | 15q | +0.5%+$10.3M |
| 1832 Asset Management L.P. | $1.8B | 42,497,472 | 0.91% | 15q | -1.0%-$19.1M |
| MACKENZIE FINANCIAL CORP | $1.5B | 24,936,347 | 1.50% | 15q | +12.5%+$166.3M |
| TD Asset Management Inc | $1.2B | 28,551,753 | 1.05% | 15q | -21.1%-$326.6M |
| NORGES BANK | $1.2B | 28,058,813 | 0.12% | 13q | +4.9%+$56.2M |
| FIL Ltd | $1.1B | 26,049,484 | 0.80% | 15q | +15.9%+$152.7M |
| NATIONAL BANK OF CANADA /FI/ | $1.0B incl. $13.4M options CALL+PUT | 24,328,364 | 0.75% | 14q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $970.9M | 22,299,618 | 0.05% | 15q | +8.3%+$74.4M |
| FIRST MANHATTAN CO. LLC. | $964.4M | 22,611,066 | 2.46% | 15q | -2.8%-$27.9M |
| CIBC WORLD MARKET INC. | $803.0M incl. $2.0M options CALL | 18,805,610 | 1.29% | 15q | -4.4%-$37.2M |
| VANGUARD FIDUCIARY TRUST CO | $791.3M | 18,547,608 | 0.17% | 2q | HELD |
| BANK OF NOVA SCOTIA | $707.5M | 16,584,463 | 1.07% | 15q | +8.1%+$53.0M |
| CIBC Asset Management Inc | $672.3M | 15,748,767 | 1.47% | 15q | +11.7%+$70.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $625.2M | 14,667,730 | 0.35% | 15q | +20.3%+$105.6M |
| TD Waterhouse Canada Inc. | $595.7M | 13,903,270 | 1.57% | 15q | +1.8%+$10.6M |
| MORGAN STANLEY | $585.1M | 13,738,306 | 0.03% | 15q | +26.8%+$123.7M |
| TORONTO DOMINION BANK | $565.6M incl. $6.4M options CALL+PUT | 13,120,954 | 0.65% | 15q | +26.4%+$118.0M |
| Capital International Investors | $564.2M | 13,247,143 | 0.12% | 2q | +0.5%+$2.9M |
| CHECK CAPITAL MANAGEMENT INC/CA | $563.1M | 13,221,326 | 5.05% | 15q | +201.9%+$376.6M |
| Markel Group Inc. | $556.8M | 13,073,609 | 4.24% | 15q | HELD |
| Federation des caisses Desjardins du Quebec | $546.6M | 12,858,377 | 1.67% | 15q | -4.0%-$22.7M |
| AKRE CAPITAL MANAGEMENT LLC | $516.2M | 12,119,927 | 10.08% | 15q | -28.8%-$209.0M |
| FMR LLC | $501.6M | 11,765,054 | 0.02% | 15q | +1.9%+$9.3M |
| UBS Group AG | $470.2M | 11,039,263 | 0.06% | 15q | +358.8%+$367.7M |
| SCOTIA CAPITAL INC. | $454.1M | 10,662,421 | 1.70% | 15q | -3.7%-$17.7M |
| Legal & General Group Plc | $445.5M | 10,447,234 | 0.09% | 15q | -8.6%-$41.8M |
| BANK OF AMERICA CORP /DE/ | $420.1M | 9,864,675 | 0.03% | 15q | -11.2%-$53.3M |
| DAVENPORT & Co LLC | $411.0M | 9,666,951 | 2.02% | 15q | -7.8%-$34.9M |
| GOLDMAN SACHS GROUP INC | $410.4M incl. $4.3M options CALL | 9,537,173 | 0.04% | 15q | -1.6%-$6.5M |
| JPMORGAN CHASE & CO | $383.5M | 9,100,060 | 0.02% | 15q | +0.9%+$3.4M |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | $382.4M | 8,979,204 | 8.76% | 7q | HELD |
| Vanguard Global Advisers, LLC | $380.0M | 8,906,672 | 0.18% | 2q | +5.0%+$17.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $345.5M | 8,112,388 | 0.27% | 15q | -17.5%-$73.3M |
| NEUBERGER BERMAN GROUP LLC | $300.4M | 7,053,087 | 0.20% | 15q | -1.4%-$4.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $295.6M | 6,936,231 | 0.42% | 4q | +33.6%+$74.3M |
| Beutel, Goodman & Co Ltd. | $263.9M | 6,186,707 | 1.94% | 15q | +55.5%+$94.2M |
| BAILLIE GIFFORD & CO | $248.7M | 5,838,391 | 0.23% | 13q | -11.8%-$33.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $218.0M | 4,030,678 | 0.07% | 15q | +11.0%+$21.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $206.0M | 4,832,734 | 0.39% | 15q | -2.1%-$4.5M |
| PICTON MAHONEY ASSET MANAGEMENT | $202.2M | 4,751,905 | 1.50% | 5q | +30.0%+$46.7M |
| BESSEMER GROUP INC | $182.0M | 4,273,425 | 0.25% | 15q | -24.5%-$59.1M |
| Alberta Investment Management Corp | $178.8M | 4,196,146 | 1.00% | 15q | +13.9%+$21.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $161.5M | 3,785,151 | 0.11% | 2q | +12.2%+$17.5M |
| Capital Research Global Investors | $159.3M | 3,734,786 | 0.02% | 4q | -12.9%-$23.7M |
| CIBC Bancorp USA Inc. | $154.5M | 3,621,876 | 0.19% | 2q | -3.8%-$6.1M |
| BCV Asset Management Inc. | $154.2M | 3,655,048 | 4.66% | 3q | -1.8%-$2.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $151.4M | 3,551,629 | 0.95% | 15q | +35.6%+$39.8M |
| NOVO HOLDINGS A/S | $149.5M | 3,496,245 | 8.68% | 12q | HELD |
| COOKE & BIELER LP | $148.1M | 3,477,413 | 1.71% | 15q | -1.2%-$1.8M |
| Fenimore Asset Management Inc | $147.4M | 3,459,743 | 3.05% | 15q | +0.7%+$1.0M |
| DEUTSCHE BANK AG\ | $142.2M | 3,339,870 | 0.04% | 15q | +3.4%+$4.6M |
| GUARDIAN CAPITAL LP | $142.2M | 3,333,406 | 3.46% | 15q | +21.1%+$24.8M |
| Cardinal Capital Management, Inc. | $138.3M | 3,247,627 | 3.35% | 13q | +2.5%+$3.4M |
| Public Sector Pension Investment Board | $136.7M | 3,207,581 | 0.35% | 15q | +111.4%+$72.0M |
| Addenda Capital Inc. | $131.9M | 2,179,602 | 3.59% | 15q | +0.5%+$660.2K |
| MUFG SECURITIES (CANADA), LTD. | $128.7M | 3,022,165 | 3.47% | 10q | -7.6%-$10.5M |
| Cannell & Spears LLC | $126.0M | 2,958,089 | 2.24% | 15q | +9.5%+$10.9M |
| Aristotle Capital Management, LLC | $125.5M | 2,947,402 | 0.26% | 15q | -5.3%-$7.0M |
| Quadrature Capital Ltd | $121.8M | 2,856,050 | 1.04% | 3q | +1851.5%+$115.6M |
| STIFEL FINANCIAL CORP | $120.8M | 2,837,188 | 0.10% | 15q | +15.9%+$16.6M |
| CI INVESTMENTS INC. | $119.0M | 2,795,175 | 0.38% | 14q | -18.5%-$27.0M |
| Amundi | $117.9M | 2,767,208 | 0.03% | 15q | +2.6%+$3.0M |
| D. E. Shaw & Co., Inc. | $114.8M | 2,694,174 | 0.05% | 8q | -25.2%-$38.6M |
| Clearbridge Investments, LLC | $113.9M | 2,674,360 | 0.09% | 11q | -3.2%-$3.7M |
| AGF MANAGEMENT LTD | $111.8M | 2,607,831 | 0.43% | 15q | -19.7%-$27.4M |
| Scharf Investments, LLC | $110.4M | 2,591,096 | 3.65% | 15q | -6.0%-$7.1M |
| WELLS FARGO & COMPANY/MN | $106.7M | 2,504,120 | 0.02% | 15q | -41.2%-$74.9M |
| MCDONALD CAPITAL INVESTORS INC/CA | $103.8M | 2,437,749 | 7.58% | 15q | -7.8%-$8.7M |
| DIMENSIONAL FUND ADVISORS LP | $103.7M | 2,436,233 | 0.02% | 15q | +6.4%+$6.2M |
| AMERIPRISE FINANCIAL INC | $102.6M | 2,387,558 | 0.02% | 15q | -6.9%-$7.6M |
| JANE STREET GROUP, LLC | $100.2M incl. $9.6M options CALL+PUT | 2,127,245 | 0.01% | 12q | -48.4%-$93.9M |
| RAYMOND JAMES FINANCIAL INC | $97.6M | 2,290,552 | 0.03% | 7q | -3.6%-$3.7M |
| NORTHERN TRUST CORP | $93.8M | 2,203,431 | 0.01% | 15q | -3.0%-$2.9M |
| ENVESTNET ASSET MANAGEMENT INC | $93.3M | 2,190,049 | 0.02% | 15q | -5.7%-$5.6M |
| Aviso Financial Inc. | $91.5M | 2,145,349 | 3.18% | 9q | -0.8%-$696.8K |
| Sather Financial Group Inc | $90.9M | 2,133,348 | 5.22% | 15q | HELD |
| BAMCO INC /NY/ | $90.8M | 2,132,011 | 0.14% | 15q | -26.6%-$32.9M |
| James Hambro & Partners LLP | $90.3M | 2,119,145 | 3.26% | 3q | +2.6%+$2.3M |
| BRUNI J V & CO /CO | $89.2M | 2,093,766 | 8.14% | 15q | HELD |
| Dixon Mitchell Investment Counsel Inc. | $87.0M | 2,038,905 | 2.83% | 15q | +0.6%+$538.5K |
| M&G PLC | $84.7M | 1,970,431 | 0.42% | 10q | -6.1%-$5.5M |
| Caisse de depot et placement du Quebec | $83.0M | 1,945,047 | 0.12% | 15q | -27.2%-$30.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | $82.8M | 1,942,657 | 5.95% | 15q | -0.7%-$569.9K |
| Bank of New York Mellon Corp | $80.6M | 1,891,296 | 0.01% | 15q | HELD |
| Corient Private Wealth LP | $80.1M | 1,881,844 | 0.11% | 15q | -19.2%-$19.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $77.4M | 1,816,951 | 0.03% | new | NEW |
| Polar Asset Management Partners Inc. | $75.1M | 1,763,103 | 1.24% | new | NEW |
| AVIVA PLC | $74.5M | 1,748,863 | 0.11% | 15q | -0.6%-$465.8K |
| WELLINGTON MANAGEMENT GROUP LLP | $73.5M | 1,724,065 | 0.01% | 15q | +2.6%+$1.8M |
| Marathon Asset Management Ltd | $72.7M | 1,705,303 | 2.95% | 15q | -12.8%-$10.7M |
| BARCLAYS PLC | $68.2M | 1,601,235 | 0.01% | 15q | +144.5%+$40.3M |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $67.6M | 1,587,339 | 0.77% | 15q | +1.0%+$656.0K |
Showing the largest 100 of 953 reported holders. The count of 952 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 276 | $2.4B | 65,508,262 | 22 | 85 | 80 | 0.0% |
| Q2 2026 | 952 | $65.1B | 1,507,666,827 | 94 | 278 | 300 | 0.5% |
| Q1 2026 | 926 | $60.1B | 1,478,234,628 | 79 | 294 | 263 | 0.4% |
| Q4 2025 | 947 | $71.5B | 1,547,311,309 | 88 | 226 | 318 | 0.4% |
| Q3 2025 | 893 | $69.7B | 1,016,530,810 | 81 | 253 | 264 | 0.6% |
| Q2 2025 | 864 | $68.7B | 1,105,976,743 | 98 | 248 | 254 | 0.4% |
| Q1 2025 | 826 | $56.9B | 1,082,387,223 | 64 | 261 | 250 | 0.2% |
| Q4 2024 | 835 | $63.5B | 1,101,504,242 | 82 | 220 | 249 | 0.3% |
| Q3 2024 | 755 | $55.1B | 1,032,623,735 | 102 | 183 | 245 | 0.3% |
| Q2 2024 | 701 | $42.7B | 1,010,236,473 | 72 | 181 | 233 | 1.2% |
| Q1 2024 | 687 | $43.8B | 1,040,952,990 | 66 | 198 | 204 | 0.1% |
| Q4 2023 | 670 | $41.7B | 1,035,575,765 | 97 | 147 | 238 | 0.5% |
| Q3 2023 | 613 | $32.0B | 1,011,530,151 | 57 | 215 | 145 | 1.3% |
| Q2 2023 | 602 | $33.5B | 992,678,715 | 50 | 177 | 194 | 0.2% |
| Q1 2023 | 618 | $32.1B | 979,430,257 | 66 | 209 | 170 | 0.5% |
| Q4 2022 | 631 | $29.5B | 929,039,395 | 616 | 0 | 2 | 0.3% |
| Q3 2022 | 3 | $1.1B | 26,632,019 | 0 | 0 | 2 | 0.0% |
| Q2 2022 | 3 | $1.2B | 27,704,019 | 0 | 1 | 1 | 0.0% |
| Q1 2022 | 4 | $1.7B | 29,468,873 | 2 | 0 | 0 | 0.0% |
| Q4 2021 | 3 | $1.1B | 18,214,717 | 0 | 0 | 1 | 0.0% |
| Q3 2021 | 3 | $1.5B | 27,235,019 | 1 | 0 | 1 | 0.0% |
| Q2 2021 | 2 | $1.0B | 20,291,019 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $900.9M | 20,246,019 | 1 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $573.9M | 13,906,000 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $450.2M | 13,617,000 | 0 | 0 | 1 | 0.0% |
| Q2 2020 | 2 | $455.1M | 13,834,000 | 0 | 2 | 0 | 0.0% |
| Q1 2020 | 2 | $433.1M | 9,787,000 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 2 | $577.4M | 9,989,000 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 2 | $729.9M | 13,749,000 | 1 | 0 | 1 | 0.0% |
| Q2 2019 | 1 | $472.6M | 9,891,000 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $461.4M | 9,891,000 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $395.3M | 10,307,000 | 0 | 0 | 1 | 0.0% |