| 0.40% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 61.4M | $2.62B | -0.1% | 2.748% | 0.06% |
| 5 | DODGE & COX | 61.2M | $2.61B | +3.4% | 2.740% | 1.36% |
| 6 | PERSHING SQUARE INC. | 57.5M | $2.45B | — | 2.574% | 12.58% |
| 7 | BANK OF MONTREAL /CAN/ | 56.7M | $2.42B | +3.5% | 2.539% | 0.80% |
| 8 | PRINCIPAL FINANCIAL GROUP INC | 55.1M | $2.34B | -13.7% | 2.465% | 1.15% |
| 9 | BROOKFIELD Corp /ON/ | 46.8M | $1.99B | +0.5% | 2.096% | 2.59% |
| 10 | 1832 Asset Management L.P. | 42.5M | $1.81B | -1.0% | 1.903% | 0.91% |
| 11 | MACKENZIE FINANCIAL CORP | 24.9M | $1.50B | +12.5% | 1.116% | 1.50% |
| 12 | TD ASSET MANAGEMENT INC | 28.6M | $1.22B | -21.1% | 1.278% | 1.05% |
| 13 | NORGES BANK | 28.1M | $1.20B | — | 1.256% | 0.12% |
| 14 | FIL Ltd | 26.0M | $1.11B | +15.9% | 1.166% | 0.80% |
| 15 | NATIONAL BANK OF CANADA /FI/ | 24.3M | $1.04B | +0.5% | 1.089% | 0.74% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 22.3M | $970.9M | +8.3% | 0.998% | 0.05% |
| 17 | FIRST MANHATTAN CO. LLC. | 22.6M | $964.4M | -2.8% | 1.012% | 2.46% |
| 18 | CIBC WORLD MARKET INC. | 18.8M | $800.9M | -4.4% | 0.842% | 1.28% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 18.5M | $791.3M | -0.3% | 0.830% | 0.17% |
| 20 | BANK OF NOVA SCOTIA | 16.6M | $707.5M | +8.1% | 0.743% | 1.07% |
| 21 | CIBC Asset Management Inc | 15.7M | $672.3M | +11.7% | 0.705% | 1.47% |
| 22 | CANADA PENSION PLAN INVESTMENT BOARD | 14.7M | $625.2M | +20.3% | 0.657% | 0.35% |
| 23 | TD Waterhouse Canada Inc. | 13.9M | $595.7M | +1.8% | 0.622% | 1.57% |
| 24 | MORGAN STANLEY | 13.7M | $585.1M | +26.8% | 0.615% | 0.03% |
| 25 | TORONTO DOMINION BANK | 13.3M | $565.6M | +20.5% | 0.594% | 0.65% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BN — a direct measure of their conviction.
| 66.01% |
| 1.28 pp |
| $51.52B |
| 11% |
| Q4 2024 | 790 | +8.5% | 67.29% | +1.21 pp | $57.56B | +10% |
| Q3 2024 | 728 | — | 66.08% | — | $52.29B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
BN institutional ownership rose by 1.01 percentage points quarter-over-quarter, with a net change of +28 holders.
The top 10 institutions account for 50.7% of all reported 13F value in BN, and the top 25 account for 71.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Brookfield Corporation (BN) Institutional Ownership