Filing Research | BROOKFIELD CORP Institutional Holdings

Snapshot holdings

50 / 234 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	9.7MSH	$411.0M
2	FENIMORE ASSET MANAGEMENT INC	Shares	3.5MSH	$147.4M
3	Cardinal Capital Management, Inc.	Shares	3.2MSH	$138.3M
4	Addenda Capital Inc.	Shares	2.2MSH	$131.9M
5	SCHARF INVESTMENTS, LLC	Shares	2.6MSH	$110.4M
6	James Hambro & Partners LLP	Shares	2.1MSH	$90.3M
7	Sequoia Financial Advisors, LLC	Shares	1.2MSH	$50.5M
8	CAPITAL ADVISORS INC/OK	Shares	1.0MSH	$43.0M
9	Smith Salley Wealth Management	Shares	648.1KSH	$27.6M
10	FACTORY MUTUAL INSURANCE CO	Shares	476.6KSH	$20.3M
11	Mraz, Amerine & Associates, Inc.	Shares	466.7KSH	$19.9M
12	Pictet North America Advisors SA	Shares	464.6KSH	$19.8M
13	MIZUHO MARKETS AMERICAS LLC	Shares	450.0KSH	$19.2M
14	Chemistry Wealth Management LLC	Shares	445.4KSH	$19.0M
15	INTACT INVESTMENT MANAGEMENT INC.	Shares	398.2KSH	$17.0M
16	Bellecapital International Ltd.	Shares	346.1KSH	$14.7M
17	Asset Management Advisors, LLC	Shares	345.5KSH	$14.7M
18	Live Oak Private Wealth LLC	Shares	300.1KSH	$12.8M
19	PensionDanmark Pensionsforsikringsaktieselskab	Shares	282.6KSH	$12.1M
20	KIRR MARBACH & CO LLC /IN/	Shares	273.5KSH	$11.6M
21	LOUISBOURG INVESTMENTS INC.	Shares	269.6KSH	$11.5M
22	Blue Zone Wealth Advisors, LLC	Shares	258.0KSH	$11.0M
23	Parkside Investments, LLC	Shares	243.1KSH	$10.4M
24	Ervin Investment Management, LLC	Shares	232.3KSH	$9.9M
25	Avanza Fonder AB	Shares	160.2KSH	$9.7M
26	Pacifica Partners Inc.	Shares	169.5KSH	$7.4M
27	Triangle Securities Wealth Management	Shares	157.3KSH	$6.7M
28	LEE DANNER & BASS INC	Shares	149.0KSH	$6.3M
29	BTC Capital Management, Inc.	Shares	143.6KSH	$6.1M
30	Walleye Partners, LLC	Shares	134.2KSH	$5.7M
31	Manitou Investment Management Ltd.	Shares	126.4KSH	$5.4M
32	Sowell Financial Services LLC	Shares	122.0KSH	$5.2M
33	Midway Capital Research & Management	Shares	118.1KSH	$5.0M
34	Fideuram Asset Management (Ireland) dac	Shares	66.9KSH	$4.2M
35	Guardian Wealth Management, Inc.	Shares	95.4KSH	$4.1M
36	EPIQ PARTNERS, LLC	Shares	91.6KSH	$3.9M
37	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	88.2KSH	$3.8M
38	Davidson Kahn Capital Management, LLC	Shares	85.6KSH	$3.6M
39	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	76.2KSH	$3.3M
40	GATEWAY INVESTMENT ADVISERS LLC	Shares	76.2KSH	$3.2M
41	Buttonwood Financial Advisors Inc.	Shares	74.1KSH	$3.2M
42	Carnegie Lake Advisors LLC	Shares	72.8KSH	$3.1M
43	Salvus Wealth Management, LLC	Shares	68.6KSH	$2.9M
44	Capricorn Fund Managers Ltd	Shares	67.5KSH	$2.9M
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.5KSH	$2.7M
46	Herold Advisors, Inc.	Shares	62.0KSH	$2.6M
47	Sava Infond d.o.o.	Shares	57.0KSH	$2.4M
48	Value Partners Investments Inc.	Shares	56.6KSH	$2.4M
49	Assenagon Asset Management S.A.	Shares	55.8KSH	$2.4M
50	Sage Investment Counsel LLC	Shares	55.5KSH	$2.4M

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Manager changes2026-06-30 vs 2026-03-31

50 / 246 loaded

#		Instrument
1	Cardinal Capital Management, Inc. added	Shares	+80.7K	+$10.4M	$138.3M
2	Addenda Capital Inc. added	Shares	+10.9K	+$9.6M	$131.9M
3	FENIMORE ASSET MANAGEMENT INC added	Shares	+23.5K	+$8.3M	$147.4M
4	James Hambro & Partners LLP added	Shares	+54.2K	+$6.7M	$90.3M
5	Fideuram Asset Management (Ireland) dac added	Shares	+64.3K	+$4.0M	$4.2M
6	Avanza Fonder AB added	Shares	+33.4K	+$2.5M	$9.7M
7	Manitou Investment Management Ltd. added	Shares	+41.8K	+$2.0M	$5.4M
8	Pictet North America Advisors SA added	Shares	+20.6K	+$1.9M	$19.8M
9	CAPITAL ADVISORS INC/OK trimmed	Shares	-10.7K	+$1.7M	$43.0M
10	Mraz, Amerine & Associates, Inc. added	Shares	+13.4K	+$1.5M	$19.9M
11	Sava Infond d.o.o. added	Shares	+32.5K	+$1.4M	$2.4M
12	Sequoia Financial Advisors, LLC trimmed	Shares	-26.9K	+$1.4M	$50.5M
13	Chemistry Wealth Management LLC added	Shares	+3.7K	+$1.1M	$19.0M
14	Smith Salley Wealth Management trimmed	Shares	-9.4K	+$995.4K	$27.6M
15	Parkside Investments, LLC added	Shares	+11.6K	+$985.4K	$10.4M
16	Sowell Financial Services LLC added	Shares	+17.4K	+$963.2K	$5.2M
17	MIZUHO MARKETS AMERICAS LLC unchanged	Shares	0	+$954.0K	$19.2M
18	Asset Management Advisors, LLC added	Shares	+3.9K	+$891.3K	$14.7M
19	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-3.6K	+$862.6K	$20.3M
20	Boston Trust Walden Corp added	Shares	+18.8K	+$818.5K	$1.2M
21	LOUISBOURG INVESTMENTS INC. added	Shares	+4.6K	+$764.5K	$11.5M
22	INTACT INVESTMENT MANAGEMENT INC. trimmed	Shares	-4.4K	+$679.5K	$17.0M
23	Bellecapital International Ltd. trimmed	Shares	-1.5K	+$678.5K	$14.7M
24	KIRR MARBACH & CO LLC /IN/ trimmed	Shares	-260	+$569.3K	$11.6M
25	SIGNATUREFD, LLC added	Shares	+11.7K	+$541.6K	$1.4M
26	Blue Zone Wealth Advisors, LLC trimmed	Shares	-219	+$538.0K	$11.0M
27	Ervin Investment Management, LLC trimmed	Shares	-776	+$461.2K	$9.9M
28	Triangle Securities Wealth Management added	Shares	+2.6K	+$439.7K	$6.7M
29	Pacifica Partners Inc. trimmed	Shares	-1.7K	+$431.9K	$7.4M
30	Legal Advantage Investments, Inc. new	Shares	+10.0K	+$425.9K	$425.9K
31	EPIQ PARTNERS, LLC added	Shares	+5.1K	+$399.3K	$3.9M
32	Revolve Wealth Partners, LLC new	Shares	+8.6K	+$365.6K	$365.6K
33	BTC Capital Management, Inc. added	Shares	+1.1K	+$352.5K	$6.1M
34	CV Advisors LLC new	Shares	+8.1K	+$345.0K	$345.0K
35	CIDEL ASSET MANAGEMENT INC added	Shares	+7.5K	+$333.6K	$586.7K
36	QRG CAPITAL MANAGEMENT, INC. added	Shares	+7.3K	+$332.0K	$700.2K
37	Aaron Wealth Advisors LLC new	Shares	+7.7K	+$325.9K	$325.9K
38	LEE DANNER & BASS INC unchanged	Shares	0	+$315.9K	$6.3M
39	Midway Capital Research & Management added	Shares	+1.6K	+$313.5K	$5.0M
40	Guardian Wealth Management, Inc. added	Shares	+2.7K	+$313.0K	$4.1M
41	Falcon Wealth Planning new	Shares	+6.1K	+$260.8K	$260.8K
42	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5.8K	+$260.8K	$532.2K
43	Diversified Trust Co new	Shares	+5.5K	+$233.2K	$233.2K
44	Value Partners Investments Inc. added	Shares	+2.4K	+$219.2K	$2.4M
45	Balefire, LLC new	Shares	+5.1K	+$216.9K	$216.9K
46	Fulcrum Equity Management new	Shares	+4.8K	+$206.5K	$206.5K
47	Five Oceans Advisors new	Shares	+4.8K	+$205.4K	$205.4K
48	Dynamic Advisor Solutions LLC new	Shares	+4.8K	+$204.1K	$204.1K
49	Canvas Wealth Advisors, LLC new	Shares	+4.8K	+$203.5K	$203.5K
50	S Harris Financial Group, LLC new	Shares	+4.7K	+$200.5K	$200.5K

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