BROOKFIELD CORP (BN) Institutional Ownership Changes & 13F Activity
BROOKFIELD CORP (BN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Neuberger Berman Group Llc, River Road Asset Management, Llc, Oak Grove Capital Llc, and Purpose Unlimited Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +2,157,438 | +45.1% | 6,940,908 | $318.55M | Q4 2025 | Oct 27, 2026 |
| Oslo Pensjonsforsikring As | Buy | +2,350 | +50.0% | 7,050 | $324.15K | Q4 2025 | Oct 13, 2026 |
| Elm Partners Management Llc | Buy | +23,270 | +50.0% | 69,811 | $3.20M | Q4 2025 | Oct 07, 2026 |
| Cornerstone Financial Management Llc | Buy | +46 | — | 46 | $2.11K | Q4 2025 | Aug 28, 2026 |
| Ensign Peak Advisors, Inc | Buy | +29,838 | +50.0% | 89,515 | $4.12M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Sell | -30,332 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 11, 2026 |
| Robinswood Financial Llc | Buy | +132 | +50.0% | 396 | $18.17K | Q4 2025 | Jul 14, 2026 |
| National Philanthropic Trust | Buy | +72,842 | +50.0% | 218,527 | $10.03M | Q4 2025 | May 15, 2026 |
| Independent Financial Group, Llc | Buy | +1,553 | +51.1% | 4,590 | $211.05K | Q4 2025 | May 15, 2026 |
| Rhodes Investment Advisors Inc | Buy | +57,509 | — | 57,509 | $2.64M | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +91,372 | — | 91,372 | $4.19M | Q4 2025 | May 12, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +39,932 | — | 39,932 | $1.83M | Q4 2025 | Apr 29, 2026 |
| Purpose Unlimited Inc. | Buy | +332,889 | — | 332,889 | $15.28M | Q4 2025 | Mar 20, 2026 |
| Rubicon Advisors, Gp | Buy | +15,060 | — | 15,060 | $691.11K | Q4 2025 | Mar 09, 2026 |
| Lifetime Wealth Management P.C. | Buy | +60 | — | 60 | $2.53M | Q4 2025 | Mar 09, 2026 |
| Shp Wealth Management | Buy | +19,970 | — | 19,970 | $916.38K | Q4 2025 | Mar 04, 2026 |
| Rehmann Capital Advisory Group | Buy | +6,292 | — | 6,292 | $288.74K | Q4 2025 | Mar 04, 2026 |
| Midway Capital Research & Management | Buy | +115,706 | — | 115,706 | $5.31M | Q4 2025 | Mar 03, 2026 |
| S Harris Financial Group, Llc | Buy | +4,478 | — | 4,478 | $205.50K | Q4 2025 | Mar 03, 2026 |
| Tobam | Buy | +267 | — | 267 | $17.00K | Q4 2025 | Mar 02, 2026 |
| Cross Staff Investments Inc | Buy | +10,935 | — | 10,935 | $501.81K | Q4 2025 | Feb 27, 2026 |
| Oak Grove Capital Llc | Buy | +444,411 | — | 444,411 | $20.39M | Q4 2025 | Feb 26, 2026 |
| Anchor Investment Management, Llc | Buy | +13,024 | — | 13,024 | $597.67K | Q4 2025 | Feb 26, 2026 |
| River Road Asset Management, Llc | Buy | +1,704,456 | — | 1,704,456 | $78.22M | Q4 2025 | Feb 24, 2026 |
| Stone Wealth Partners | Buy | +4,848 | — | 4,848 | $222.47K | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +46 | — | 46 | $2.11K | Q4 2025 | Feb 24, 2026 |
| Mv Capital Management, Inc. | Buy | +25 | — | 25 | $1.15K | Q4 2025 | Feb 23, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +13 | — | 13 | $597.00 | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +412 | — | 412 | $18.91K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +4,909,299 | — | 4,909,299 | $220.96M | Q4 2025 | Feb 19, 2026 |
Frequently asked questions about BN activity
Which institutional owners are buying BN?
Institutional owners buying BN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BN activity?
"Buy" means an investor increased their reported position in BN compared to the prior reporting period. This reflects growing exposure to BROOKFIELD CORP (BN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BN increasing?
Institutional interest in BN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related BN Institutional Insights
- BN Overview
- BN 13F Institutional Holders
- BN Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BN Insider Trading & SEC Form 4 Activity
- BN Articles
- Top Institutional Investor Stock Rankings