Vault-13

BROOKFIELD CORP BN

CL A LTD VT SH · Common Stock · CUSIP 11271J107 · ISIN CA11271J1075

Asset management company based in Canada

916 institutional holders -22 vs Q4 2025
1,456,032,6971.5bn shares reported held*
$59.0bnreported value*
74 new 324 added 291 reduced 97 sold out net sold ≈ $1.7bn (-43.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($887.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.53. Options: 18 managers hold calls ($163.7m notional), 17 hold puts ($57.1m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 3Q4 22: 632Q1 23: 617Q2 23: 603Q3 23: 615Q4 23: 672Q1 24: 683Q2 24: 696Q3 24: 750Q4 24: 823Q1 25: 821Q2 25: 855Q3 25: 882Q4 25: 938Q1 26: 916916Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20223
Q4 2022632
Q1 2023617
Q2 2023603
Q3 2023615
Q4 2023672
Q1 2024683
Q2 2024696
Q3 2024750
Q4 2024823
Q1 2025821
Q2 2025855
Q3 2025882
Q4 2025938
Q1 2026916

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ2 24: 270 bought or addedQ2 24: 306 cut or sold outQ3 24: 306 bought or addedQ3 24: 318 cut or sold outQ3 24Q4 24: 319 bought or addedQ4 24: 309 cut or sold outQ1 25: 350 bought or addedQ1 25: 345 cut or sold outQ1 25Q2 25: 367 bought or addedQ2 25: 343 cut or sold outQ3 25: 369 bought or addedQ3 25: 333 cut or sold outQ3 25Q4 25: 348 bought or addedQ4 25: 527 cut or sold outQ1 26: 398 bought or addedQ1 26: 388 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024270306
Q3 2024306318
Q4 2024319309
Q1 2025350345
Q2 2025367343
Q3 2025369333
Q4 2025348527
Q1 2026398388

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300mQ2 25 calls: $135.6mQ2 25 puts: $101.7mQ2 25P/C 0.75Q3 25 calls: $299.7mQ3 25 puts: $109.0mQ3 25P/C 0.36Q4 25 calls: $186.8mQ4 25 puts: $99.5mQ4 25P/C 0.53Q1 26 calls: $163.7mQ1 26 puts: $57.1mQ1 26P/C 0.35
Numbers
QuarterCallsPutsP/C
Q2 2025$135.6m$101.7m0.75
Q3 2025$299.7m$109.0m0.36
Q4 2025$186.8m$99.5m0.53
Q1 2026$163.7m$57.1m0.35

Biggest buyers

Dodge & Cox Added +17,906,535+17.9m
Capital International Investors New +13,179,614+13.2m
TD Waterhouse Canada Inc. Added +7,576,389+7.6m
JANE STREET GROUP, LLC Added +3,938,350+3.9m
D. E. Shaw & Co., Inc. Added +3,556,242+3.6m
Capital Research Global Investors Added +2,154,513+2.2m
CIBC WORLD MARKET INC. Added +1,852,534+1.9m
GOLDMAN SACHS GROUP INC Added +1,738,338+1.7m
BANK OF NOVA SCOTIA Added +1,575,668+1.6m
NATIONAL BANK OF CANADA /FI/ Added +1,180,821+1.2m

Biggest sellers

Capital World Investors Reduced -16,728,341-16.7m
AKRE CAPITAL MANAGEMENT LLC Reduced -9,816,556-9.8m
REGENTS OF THE UNIVERSITY OF CALIFORNIA Reduced -8,979,208-9.0m
Corient Private Wealth LP Reduced -7,470,742-7.5m
Third Point LLC Sold out -6,200,000-6.2m
Soroban Capital Partners LP Sold out -5,745,527-5.7m
LONE PINE CAPITAL LLC Reduced -4,714,391-4.7m
BANK OF MONTREAL /CAN/ Reduced -4,287,737-4.3m
FMR LLC Reduced -3,630,628-3.6m
FIL Ltd Reduced -3,474,427-3.5m

Biggest calls

SIG North Trading, ULC Reduced $30.3m748.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $27.9m690.4k shares
TORONTO DOMINION BANK Reduced $23.9m590.9k shares
CITADEL ADVISORS LLC Added $14.5m357.1k shares
NATIONAL BANK OF CANADA /FI/ Added $13.7m3.4k shares
PEAK6 LLC Reduced $11.7m290.3k shares
SIMPLEX TRADING, LLC Added $10.3m268.9k shares
Tidal Investments LLC New $8.8m217.3k shares
JANE STREET GROUP, LLC Added $6.3m154.7k shares
IMC-Chicago, LLC Added $4.6m114.5k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $10.9m269.4k shares
SIG North Trading, ULC Added $7.7m189.8k shares
JANE STREET GROUP, LLC Reduced $5.7m141.0k shares
AYAL Capital Advisors Ltd New $5.3m132.0k shares
CITADEL ADVISORS LLC Added $5.2m128.6k shares
GROUP ONE TRADING LLC Reduced $5.1m126.9k shares
NATIONAL BANK OF CANADA /FI/ Added $4.8m1.2k shares
Lancaster Investment Management New $2.0m11.0k shares
IMC-Chicago, LLC Reduced $1.8m44.0k shares
TORONTO DOMINION BANK Added $1.7m41.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Partners Value Investments L.P. 78.56% of their portfolio Hamilton, D0 181,405,955181.4m $7.3bn $7.3bn 78.56% Unchanged
2 ROYAL BANK OF CANADA 0.87% of their portfolio TORONTO, A6 113,774,934113.8m $4.6bn $4.6bn 0.87% Added +122.6k +122,628
3 Capital World Investors 0.45% of their portfolio LOS ANGELES, CA 82,340,67582.3m $3.3bn $3.3bn 0.45% Reduced -16.7m -16,728,341
4 PRINCIPAL FINANCIAL GROUP INC 1.38% of their portfolio DES MOINES, IA 63,823,30863.8m $2.6bn $2.6bn 1.38% Reduced -1.2m -1,227,316
5 VANGUARD CAPITAL MANAGEMENT LLC 0.06% of their portfolio MALVERN, PA 61,444,91961.4m $2.5bn $2.5bn 0.06% First filing
6 Pershing Square Capital Management, L.P. 17.62% of their portfolio New York, NY 59,697,20859.7m $2.4bn $2.4bn 17.62% Reduced -1.7m -1,705,881
7 Dodge & Cox 1.32% of their portfolio San Francisco, CA 59,186,85559.2m $2.4bn $2.4bn 1.32% Added +17.9m +17,906,535
8 BANK OF MONTREAL /CAN/ 0.91% of their portfolio TORONTO, A6 54,786,93054.8m $2.2bn $2.2bn 0.91% Reduced -4.3m -4,287,737
9 Brookfield Corp /ON/ 2.54% of their portfolio TORONTO, A6 46,581,94346.6m $1.9bn $1.9bn 2.54% Unchanged
10 1832 Asset Management L.P. 2.30% of their portfolio TORONTO, A6 42,945,63042.9m $1.7bn $1.7bn 2.30% Reduced -2.6m -2,601,094
11 TD Asset Management Inc 1.19% of their portfolio Toronto, A6 36,208,45236.2m $1.5bn $1.5bn 1.19% Added +445.4k +445,405
12 NATIONAL BANK OF CANADA /FI/ 1.00% of their portfolio MONTREAL, A8 24,212,04124.2m $979.4m $979.4m 1.00% Added +1.2m +1,180,821
13 FIRST MANHATTAN CO. LLC. 2.61% of their portfolio NEW YORK, NY 23,265,68523.3m $940.0m $940.0m 2.61% Reduced -529.5k -529,456
14 FIL Ltd 0.71% of their portfolio HAMILTON, D0 22,471,35822.5m $910.6m $910.6m 0.71% Reduced -3.5m -3,474,427
15 MACKENZIE FINANCIAL CORP 1.08% of their portfolio TORONTO ONTARIO, A6 22,166,73722.2m $898.1m $898.1m 1.08% Reduced -1.7m -1,674,986
16 GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio BOSTON, MA 20,589,69520.6m $848.8m $848.8m 0.05% Added +910.3k +910,272
17 CIBC WORLD MARKET INC. 1.40% of their portfolio TORONTO, A6 19,676,74619.7m $796.3m $796.3m 1.40% Added +1.9m +1,852,534
18 VANGUARD FIDUCIARY TRUST CO 0.19% of their portfolio MALVERN, PA 18,611,00318.6m $754.2m $754.2m 0.19% First filing
19 AKRE CAPITAL MANAGEMENT LLC 11.27% of their portfolio Middleburg, VA 17,027,07717.0m $689.1m $689.1m 11.27% Reduced -9.8m -9,816,556
20 BANK OF NOVA SCOTIA 1.09% of their portfolio TORONTO, A6 15,340,92815.3m $621.4m $621.4m 1.09% Added +1.6m +1,575,668
21 CIBC Asset Management Inc 1.40% of their portfolio TORONTO, Z4 14,102,00414.1m $571.0m $571.0m 1.40% Reduced -3.2m -3,202,736
22 TD Waterhouse Canada Inc. 1.64% of their portfolio TORONTO, A6 13,654,79113.7m $551.6m $551.6m 1.64% Added +7.6m +7,576,389
23 Federation des caisses Desjardins du Quebec 1.94% of their portfolio LEVIS, A8 13,391,26213.4m $540.3m $540.3m 1.94% Added +284.4k +284,357
24 Capital International Investors 0.13% of their portfolio Los Angeles, CA 13,179,61413.2m $533.3m $533.3m 0.13% New
25 Markel Group Inc. 4.43% of their portfolio Glen Allen, VA 13,073,60913.1m $529.1m $529.1m 4.43% Unchanged
26 CANADA PENSION PLAN INVESTMENT BOARD 0.32% of their portfolio TORONTO ONTARIO, A6 12,190,70712.2m $494.1m $494.1m 0.32% Reduced -869.5k -869,490
27 FMR LLC 0.02% of their portfolio BOSTON, MA 11,546,81011.5m $467.7m $467.7m 0.02% Reduced -3.6m -3,630,628
28 Legal & General Group Plc 0.11% of their portfolio London, X0 11,428,12811.4m $461.7m $461.7m 0.11% Reduced -66.8k -66,756
29 LONE PINE CAPITAL LLC 3.62% of their portfolio GREENWICH, CT 11,208,96911.2m $453.6m $453.6m 3.62% Reduced -4.7m -4,714,391
30 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 11,115,00111.1m $449.8m $449.8m 0.03% Reduced -240.6k -240,564
31 SCOTIA CAPITAL INC. 1.84% of their portfolio TORONTO, A6 11,077,64011.1m $448.2m $448.2m 1.84% Reduced -135.9k -135,879
32 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 10,834,86710.8m $438.5m $438.5m 0.03% Reduced -30.2k -30,190
33 DAVENPORT & Co LLC 2.35% of their portfolio RICHMOND, VA 10,487,21910.5m $424.4m $424.4m 2.35% Reduced -1.3m -1,329,327
34 TORONTO DOMINION BANK 0.81% of their portfolio TORONTO, ONTARIO, A6 10,383,76910.4m $420.8m $420.8m 0.81% Reduced -805.2k -805,225
35 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.34% of their portfolio Toronto, A6 9,832,7899.8m $398.0m $398.0m 0.34% Reduced -1.3m -1,258,689
36 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 9,689,0509.7m $392.1m $392.1m 0.05% Added +1.7m +1,738,338
37 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 9,019,4159.0m $349.2m $349.2m 0.02% Reduced -164.2k -164,178
38 REGENTS OF THE UNIVERSITY OF CALIFORNIA 12.09% of their portfolio OAKLAND, CA 8,979,2049.0m $363.4m $363.4m 12.09% Reduced -9.0m -8,979,208
39 Vanguard Global Advisers, LLC 0.18% of their portfolio MALVERN, PA 8,486,4168.5m $343.9m $343.9m 0.18% First filing
40 NEUBERGER BERMAN GROUP LLC 0.22% of their portfolio NEW YORK, NY 7,149,6787.1m $288.9m $288.9m 0.22% Added +208.8k +208,770
41 BAILLIE GIFFORD & CO 0.27% of their portfolio EDINBURGH, X0 6,616,0336.6m $267.8m $267.8m 0.27% Reduced -397.6k -397,624
42 BESSEMER GROUP INC 0.36% of their portfolio WOODBRIDGE, NJ 5,661,5005.7m $229.1m $229.1m 0.36% Reduced -1.5m -1,459,259
43 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.35% of their portfolio TORONTO, A6 5,192,6065.2m $210.3m $210.3m 0.35% Reduced -1.1m -1,140,079
44 Connor, Clark & Lunn Investment Management Ltd. 0.46% of their portfolio VANCOUVER, A1 4,938,5994.9m $200.1m $200.1m 0.46% Reduced -548.3k -548,259
45 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 4,610,6424.6m $186.6m $186.6m 0.02% Reduced -40.4k -40,373
46 CHECK CAPITAL MANAGEMENT INC/CA 10.93% of their portfolio COSTA MESA, CA 4,379,9384.4m $177.3m $177.3m 10.93% Reduced -9.0k -9,030
47 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 4,289,3894.3m $173.8m $173.8m 0.03% Added +2.2m +2,154,513
48 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 4,261,6974.3m $172.4m $172.4m 0.03% Added +209.6k +209,588
49 JANE STREET GROUP, LLC 0.18% of their portfolio NEW YORK, NY 4,121,6684.1m $166.8m $166.8m 0.18% Added +3.9m +3,938,350
50 Beutel, Goodman & Co Ltd. 1.09% of their portfolio TORONTO, A6 3,977,9344.0m $160.7m $160.7m 1.09% Reduced -323.1k -323,133
51 CIBC Bancorp USA Inc. 0.21% of their portfolio CHICAGO, IL 3,765,0733.8m $152.5m $152.5m 0.21% First filing
52 BCV Asset Management Inc. 5.17% of their portfolio WINNIPEG, A2 3,722,8963.7m $150.3m $150.3m 5.17% Added +33.1k +33,104
53 Alberta Investment Management Corp 0.92% of their portfolio EDMONTON, A0 3,685,3093.7m $149.4m $149.4m 0.92% Added +220.7k +220,707
54 PICTON MAHONEY ASSET MANAGEMENT 1.54% of their portfolio Toronto, A6 3,655,1993.7m $148.2m $148.2m 1.54% Added +41.6k +41,561
55 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio Boston, MA 3,632,3203.6m $186.9m $186.9m 0.06% Added +109.0k +109,028
56 D. E. Shaw & Co., Inc. 0.11% of their portfolio New York, NY 3,600,6283.6m $145.8m $145.8m 0.11% Added +3.6m +3,556,242
57 COOKE & BIELER LP 1.61% of their portfolio PHILADELPHIA, PA 3,520,7353.5m $142.5m $142.5m 1.61% Reduced -7.7k -7,725
58 NOVO HOLDINGS A/S 11.46% of their portfolio HELLERUP, G7 3,496,2453.5m $141.5m $141.5m 11.46% Unchanged
59 Fenimore Asset Management Inc 3.10% of their portfolio Cobleskill, NY 3,436,2183.4m $139.1m $139.1m 3.10% Reduced -406.4k -406,438
60 CI INVESTMENTS INC. 0.67% of their portfolio TORONTO, Z4 3,429,5563.4m $138.8m $138.8m 0.67% Reduced -896.5k -896,484
61 VANGUARD ASSET MANAGEMENT, Ltd 0.12% of their portfolio London, EC4N 8AF, X0 3,374,5173.4m $136.7m $136.7m 0.12% First filing
62 MUFG SECURITIES (CANADA), LTD. 3.80% of their portfolio NEW YORK, NY 3,269,2783.3m $132.2m $132.2m 3.80% Reduced -18.9k -18,936
63 AGF MANAGEMENT LTD 0.59% of their portfolio TORONTO, A6 3,246,8233.2m $132.1m $132.1m 0.59% Added +1.1m +1,118,348
64 DEUTSCHE BANK AG\ 0.04% of their portfolio FRANKFURT AM MAIN, 2M 3,230,7333.2m $130.7m $130.7m 0.04% Reduced -452.6k -452,552
65 Cardinal Capital Management, Inc. 3.45% of their portfolio WINNIPEG, A2 3,166,8893.2m $127.9m $127.9m 3.45% Added +89.1k +89,141
66 Aristotle Capital Management, LLC 0.26% of their portfolio LOS ANGELES, CA 3,112,7543.1m $126.0m $126.0m 0.26% Reduced -3.3m -3,334,317
67 BAMCO INC /NY/ 0.35% of their portfolio NEW YORK, NY 2,905,5102.9m $117.6m $117.6m 0.35% Reduced -730.4k -730,407
68 Clearbridge Investments, LLC 0.10% of their portfolio NEW YORK, NY 2,761,9182.8m $111.8m $111.8m 0.10% Reduced -90.0k -90,019
69 Scharf Investments, LLC 3.44% of their portfolio LOS GATOS, CA 2,756,6602.8m $111.6m $111.6m 3.44% Reduced -759.1k -759,145
70 GUARDIAN CAPITAL LP 2.94% of their portfolio TORONTO, A6 2,751,8072.8m $111.2m $111.2m 2.94% Added +109.7k +109,732
71 Cannell & Spears LLC 2.14% of their portfolio NEW YORK, NY 2,702,6252.7m $109.4m $109.4m 2.14% Added +42.9k +42,859
72 Amundi 0.03% of their portfolio Paris, I0 2,696,7232.7m $109.1m $109.1m 0.03% Added +333.8k +333,843
73 Caisse de depot et placement du Quebec 0.17% of their portfolio Montreal, A8 2,670,4192.7m $107.9m $107.9m 0.17% Reduced -2.1m -2,089,975
74 MCDONALD CAPITAL INVESTORS INC/CA 7.32% of their portfolio ORINDA, CA 2,642,8362.6m $107.0m $107.0m 7.32% Reduced -56.3k -56,294
75 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.63% of their portfolio VICTORIA, A1 2,618,9472.6m $106.1m $106.1m 0.63% Reduced -947.0k -946,954
76 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 2,563,2842.6m $104.4m $104.4m 0.02% Added +427.5k +427,506
77 STIFEL FINANCIAL CORP 0.09% of their portfolio ST. LOUIS, MO 2,447,8592.4m $99.1m $99.1m 0.09% Added +6.3k +6,347
78 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,406,0792.4m $97.4m $97.4m 0.02% Reduced -69.0k -68,972
79 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,376,8332.4m $96.2m $96.2m 0.03% Added +81.9k +81,874
80 Corient Private Wealth LP 0.13% of their portfolio MIAMI, FL 2,329,9602.3m $94.0m $94.0m 0.13% Reduced -7.5m -7,470,742
81 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,322,0412.3m $94.0m $94.0m 0.03% Added +20.5k +20,535
82 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 2,290,5092.3m $92.7m $92.7m 0.02% Added +182.6k +182,628
83 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,270,4592.3m $91.9m $91.9m 0.01% Reduced -126.0k -126,024
84 Addenda Capital Inc. 3.44% of their portfolio MONTREAL, A8 2,168,6912.2m $122.2m $122.2m 3.44% Added +10.5k +10,530
85 Aviso Financial Inc. 3.11% of their portfolio TORONTO, A6 2,161,6882.2m $87.5m $87.5m 3.11% Added +28.4k +28,412
86 Sather Financial Group Inc 5.29% of their portfolio Victoria, TX 2,127,8762.1m $86.1m $86.1m 5.29% Added +8.5k +8,477
87 BRUNI J V & CO /CO 8.88% of their portfolio COLORADO SPRINGS, CO 2,102,4662.1m $85.1m $85.1m 8.88% Reduced -11.6k -11,565
88 M&G PLC 0.43% of their portfolio London, X0 2,098,6142.1m $83.9m $83.9m 0.43% Added +345.3k +345,301
89 James Hambro & Partners LLP 3.28% of their portfolio LONDON, X0 2,064,9362.1m $83.6m $83.6m 3.28% Added +79.6k +79,582
90 Dixon Mitchell Investment Counsel Inc. 2.85% of their portfolio VANCOUVER, A1 2,026,2782.0m $81.8m $81.8m 2.85% Reduced -337.6k -337,644
91 Scheer, Rowlett & Associates Investment Management Ltd. 5.70% of their portfolio TORONTO, A6 1,956,0282.0m $79.3m $79.3m 5.70% Reduced -75.5k -75,452
92 Marathon Asset Management Ltd 3.03% of their portfolio London, X0 1,955,7322.0m $79.0m $79.0m 3.03% Reduced -7.2k -7,247
93 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,881,9161.9m $76.2m $76.2m 0.01% Reduced -70.7k -70,729
94 AVIVA PLC 0.12% of their portfolio LONDON, X0 1,759,7981.8m $71.1m $71.1m 0.12% Added +35.1k +35,087
95 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 1,680,8111.7m $68.0m $68.0m 0.01% Reduced -2.3m -2,333,267
96 HORIZON KINETICS ASSET MANAGEMENT LLC 0.69% of their portfolio NEW YORK, NY 1,571,9361.6m $63.6m $63.6m 0.69% Reduced -11.8k -11,774
97 HughesLittle Investment Management Ltd. 12.20% of their portfolio Vancouver, A1 1,541,3851.5m $62.3m $62.3m 12.20% Reduced -800 -800
98 Public Sector Pension Investment Board 0.19% of their portfolio MONTREAL, A8 1,517,5241.5m $61.5m $61.5m 0.19% Added +348.2k +348,180
99 Korea Investment CORP 0.13% of their portfolio SEOUL, M5 1,506,7951.5m $60.9m $60.9m 0.13% Added +50.2k +50,244
100 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 1,434,5041.4m $58.1m $58.1m 0.06% Reduced -115.8k -115,788