Brookfield Ownership | Who Owns Brookfield?
Brookfield Ownership Summary
Brookfield is owned by 59.89% institutional investors, 17.64% insiders, and 22.47% retail investors. Partners value investments lp is the largest institutional shareholder, holding 7.25% of BN shares. Pershing Square Holdings Ord is the top mutual fund, with 2.24% of its assets in Brookfield shares.
BN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brookfield | 59.89% | 17.64% | 22.47% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Asset Management Stocks | 43.50% | 10.79% | 45.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Partners value investments lp | 181.41M | 7.25% | $7.73B |
| Royal bank of canada | 115.76M | 4.63% | $4.93B |
| Vanguard group | 92.10M | 4.10% | $4.23B |
| Capital world investors | 78.68M | 3.15% | $3.35B |
| Vanguard capital management | 61.38M | 2.45% | $2.62B |
| Dodge & cox | 61.21M | 2.45% | $2.61B |
| Pershing square capital management | 59.70M | 2.39% | $2.42B |
| Pershing square holdco | 57.48M | 2.30% | $2.45B |
| Bank of montreal /can/ | 56.71M | 2.27% | $2.42B |
| Principal financial group | 55.06M | 2.20% | $2.34B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Partners value investments lp | 181.41M | 78.87% | $7.73B |
| Pershing square capital management | 59.70M | 17.62% | $2.42B |
| Greenlea lane capital management | 1.39M | 16.29% | $59.32M |
| Argosy-lionbridge management | 481.50K | 12.89% | $20.51M |
| Pershing square holdco | 57.48M | 12.58% | $2.45B |
| Akre capital management | 12.12M | 10.08% | $516.19M |
| Karpas strategies | 717.84K | 9.35% | $29.82M |
| Jackson hill advisors | 420.00K | 9.06% | $17.89M |
| Maestria partners | 609.90K | 9.03% | $25.98M |
| Regents of the university of california | 8.98M | 8.76% | $382.42M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pershing square holdco | 57.48M | 12.58% | 57.48M |
| Vanguard group | 92.10M | 0.06% | 31.54M |
| Norges bank | 28.06M | 0.12% | 28.06M |
| Ubs group | 11.04M | 0.06% | 8.63M |
| Fil | 26.05M | 0.80% | 3.58M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lone pine capital | 792.72K | 0.21% | -10.42M |
| Principal financial group | 55.06M | 1.15% | -8.77M |
| Td asset management | 28.55M | 1.05% | -7.66M |
| Hudson bay capital management lp | - | - | -6.50M |
| Third point | - | - | -6.20M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pershing square holdco | 57.48M | 12.58% | 57.48M | $2.45B |
| Norges bank | 28.06M | 0.12% | 28.06M | $1.20B |
| Arrowstreet capital, limited partnership | 1.82M | 0.03% | 1.82M | $77.42M |
| Polar asset management partners | 1.76M | 1.24% | 1.76M | $75.11M |
| Heritage wealth advisors | 1.24M | 1.82% | 1.24M | $52.92M |
Sold Out
| Holder | Change |
|---|---|
| Sachetta | -1.00 |
| Highmark wealth management | -1.00 |
| Voisard asset management group | -3.00 |
| Salem investment counselors | -5.00 |
| Jaffetilchin investment partners | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 960 | 2.35% | 1,498,203,770 | 1.44% | 59 | 1.72% | 410 | -1.20% | 322 | 10.65% |
| Mar 31, 2026 | 915 | -3.99% | 1,461,284,826 | -4.64% | 58 | 1.25% | 409 | -53.68% | 282 | 513.04% |
| Dec 31, 2025 | 704 | -21.78% | 735,470,733 | -26.71% | 32 | 0.73% | 660 | 71.43% | 31 | -88.81% |
| Sep 30, 2025 | 623 | -27.30% | 492,955,398 | -50.55% | 32 | 0.75% | 241 | -37.08% | 200 | -26.74% |
| Jun 30, 2025 | 857 | 4.38% | 1,013,511,790 | 1.22% | 67 | 1.52% | 385 | 9.38% | 273 | 0.74% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Pershing Square Holdings Ord | 54.98M | 2.24% | 8.07M |
| Vanguard Total Intl Stock Index Inv | 30.77M | 1.26% | -282.71K |
| Dodge & Cox Stock I | 28.86M | 1.18% | 640.60K |
| American Funds American Balanced A | 27.70M | 1.13% | -1.45M |
| Principal Aligned MidCap Equity | 27.63M | 1.13% | -4.33M |
| Principal MidCap R5 | 27.38M | 1.12% | 1.03M |
| Vanguard Developed Markets Index Admiral | 20.46M | 0.83% | -186.68K |
| RBC Canadian Dividend Fund A | 20.37M | 0.83% | 157.31K |
| American Funds Growth Fund of Amer A | 15.16M | 0.68% | - |
| Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 15.50M | 0.63% | -127.66K |
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