BN Brookfield Corporation

NYSE
$37.09

Brookfield Corporation (BN) Institutional Ownership

What the institutions did with BN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
11
filed both this quarter and last
Managers holding
10
+0 on the quarter
Buyers
3
1 opened new
Sellers
6
1 sold out entirely
Buyer share
33.3%
of managers who traded it
Breadth
-33.3
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Central Pacific Bank - Trust Division 13.0K 30.8%
Heartwood Wealth Advisors LLC 9.9K 23.5%
BAKER TILLY WEALTH MANAGEMENT, LLC 5.8K 13.9%
Roxbury Financial LLC 3.5K 8.4%
MassMutual Private Wealth & Trust, FSB 3.1K 7.3%
Rosenberg Matthew Hamilton 2.2K 5.1%
Coastline Trust Co 2.1K 5.0%
Versant Capital Management, Inc 1.7K 3.9%
BURKETT FINANCIAL SERVICES, LLC 543 1.3%
Miller Global Investments, LLC 315 0.7%

Largest changes

Manager Action Previous Current Change
BAKER TILLY WEALTH MANAGEMENT, LLC Reduced 16.0K 5.8K -10.1K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Sold Out 5.5K 0 -5.5K
Roxbury Financial LLC New 0 3.5K +3.5K
Central Pacific Bank - Trust Division Increased 11.8K 13.0K +1.2K
Versant Capital Management, Inc Reduced 2.4K 1.7K -732
Heartwood Wealth Advisors LLC Increased 9.2K 9.9K +695
MassMutual Private Wealth & Trust, FSB Reduced 3.5K 3.1K -417
Coastline Trust Co Reduced 2.3K 2.1K -177
Rosenberg Matthew Hamilton Reduced 2.3K 2.2K -157

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.