BN — Brookfield Corp Institutional Holders · Q3 2026

Name: Who Owns BN? 34 Institutions Hold $175M (Q3 2026)
Creator: ko.io

Who owns Brookfield Corp (BN)? 34 institutions reported holding $175.31M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Fenimore Asset Management Inc ($125.2M), Oak Grove Capital LLC ($30.5M), Pacifica Partners Inc. ($6.1M).

Rank	Institution	Value	Shares	Change
1	Fenimore Asset Management Inc	$125.2M	3.4M	Trimmed
2	Oak Grove Capital LLC	$30.5M	835,459	Added
3	Pacifica Partners Inc.	$6.1M	169,335	Trimmed
4	EPIQ PARTNERS, LLC	$3.3M	91,725	Added
5	Eleva Capital SAS	$1.9M	51,719	New
6	RHODES INVESTMENT ADVISORS INC /ADV	$1.9M	51,052	Trimmed
7	GAMMA Investing LLC	$676,187	18,546	Added
8	Lincoln Capital LLC	$670,758	18,396	Added
9	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$603,652	16,556	Added
10	Farther Finance Advisors, LLC	$600,351	16,466	Added
11	Douglas Lane & Associates, LLC	$524,915	14,397	Trimmed
12	Central Pacific Bank - Trust Division	$472,157	12,950	Added
13	Legacy Private Trust Co.	$402,518	11,040	Hold
14	Tactive Advisors, LLC	$381,574	10,466	Added
15	Valeo Financial Advisors, LLC	$365,877	10,035	Added
16	Heartwood Wealth Advisors LLC	$361,091	9,873	Added
17	CHICKASAW CAPITAL MANAGEMENT LLC	$254,527	6,981	New
18	Wedmont Private Capital	$219,590	5,972	Added
19	BAKER TILLY WEALTH MANAGEMENT, LLC	$212,926	5,840	Trimmed
20	TOTH FINANCIAL ADVISORY CORP	$131,256	3,600	Trimmed
21	Roxbury Financial LLC	$129,068	3,540	New
22	MassMutual Private Wealth & Trust, FSB	$111,969	3,071	Trimmed
23	Rosenberg Matthew Hamilton	$78,608	2,156	Trimmed
24	Coastline Trust Co	$76,566	2,100	Trimmed
25	Versant Capital Management, Inc	$60,590	1,658	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30