# BROOKFIELD CORP (BN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BN/

- Reporting holders: 29
- Reported value: $175.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $125.2M | 3,434,689 | 2.7% | 16 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $30.5M | 835,459 | 1.4% | 16 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $6.1M | 169,335 | 1.9% | 16 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $3.3M | 91,725 | 1.4% | 16 |
| [Eleva Capital SAS](https://holderbook.com/funds/2054496-eleva-capital-sas/) | $1.9M | 51,719 | 1.7% | 1 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $1.9M | 51,052 | 1.3% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $676.2K | 18,546 | 0.0% | 12 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $670.8K | 18,396 | 0.1% | 16 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $603.7K | 16,556 | 0.4% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $600.4K | 16,466 | 0.0% | 16 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $524.9K | 14,397 | 0.0% | 16 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $472.2K | 12,950 | 0.0% | 4 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $402.5K | 11,040 | 0.0% | 16 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $381.6K | 10,466 | 0.1% | 6 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $365.9K | 10,035 | 0.0% | 9 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $361.1K | 9,873 | 0.0% | 12 |
| [CHICKASAW CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1276460-chickasaw-capital-management-llc/) | $254.5K | 6,981 | 0.0% | 1 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $219.6K | 5,972 | 0.0% | 9 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $212.9K | 5,840 | 0.0% | 16 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $131.3K | 3,600 | 0.0% | 16 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $129.1K | 3,540 | 0.1% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $112.0K | 3,071 | 0.0% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $78.6K | 2,156 | 0.0% | 16 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $76.6K | 2,100 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $60.6K | 1,658 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $175.3M |
| Q2 2026 | 949 | $65.8B |
| Q1 2026 | 921 | $60.4B |
| Q4 2025 | 943 | $71.5B |
| Q3 2025 | 890 | $69.7B |
| Q2 2025 | 861 | $68.7B |
| Q1 2025 | 823 | $56.9B |
| Q4 2024 | 833 | $63.5B |
| Q3 2024 | 754 | $55.1B |
| Q2 2024 | 700 | $42.7B |
| Q1 2024 | 685 | $43.8B |
| Q4 2023 | 669 | $41.7B |

