James Hambro & Partners 13F: Cuts Brookfield (BN) Stake by $17M

James Hambro & Partners reduced its holdings in Brookfield Corporation (NYSE:BN) by 464,288 shares during the quarter, according to a Form 13F filing disclosed on October 19, 2026. The move cut the firm's position by 21.9%, leaving it with 1,654,857 shares valued at roughly $60.38 million.

BN Brookfield Corporation

$37.33 ▼ -19.53% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in James Hambro & Partners's Brookfield Corporation Position

The reduction lowered the firm's stake from its previous total of 2,119,145 shares. Even after the trim, the remaining block of 1,654,857 shares represents a sizeable holding in the asset management firm, which closed at $36.46 on the filing date.

Other Institutional Activity in Brookfield Corporation

Other major institutional investors adjusted their positions in Brookfield Corporation around the same time. Pershing Square Inc grew its holdings by 28,740,524 shares, a 100.0% increase, ending with 57,481,047 shares worth about $2.14 billion. Royal Bank of Canada grew its holdings by 1,979,727 shares, a 1.7% increase, ending with 115,757,146 shares worth about $4.32 billion. Dodge & Cox Inc. grew its holdings by 2,024,177 shares, a 3.4% increase, ending with 61,210,651 shares worth about $2.28 billion. Bank of Montreal /CAN/ grew its holdings by 1,922,972 shares, a 3.5% increase, ending with 56,708,514 shares worth about $2.12 billion. Meanwhile, Partners Value Investments LP kept its stake steady at 181,405,955 shares worth about $6.77 billion with no unit change reported.

Brookfield Corporation Stock Down 0.4%

Brookfield Corporation shares recently traded around $36.47, down about 26.4% from their 52-week high of $49.57 and roughly 2.4% above their 52-week low of $35.61. The stock trades below its 50-day moving average of $39.14 and its 200-day moving average of $42.98. The company has a market capitalization of roughly $81.39 billion.

Recent Earnings

Brookfield Corporation reported trailing twelve-month revenue of $80.69 billion alongside trailing earnings per share of $0.54. The company's next financial update is scheduled for release on November 12, 2026.

Dividend

The company pays an annual dividend rate of $0.28 per share, translating to a dividend yield of 0.76% backed by a payout ratio of 48.2%.

Analysts Set New Price Targets

Wall Street firms maintain a positive view on the stock. On July 21, 2026, Morgan Stanley maintained its Overweight rating while lowering its price target from $61.00 to $59.00. Later, on August 14, 2026, Scotiabank maintained its Sector Outperform rating and raised its target from $53.00 to $54.00. The stock holds a consensus Buy recommendation with ten analyst opinions and a mean price target of $53.75.

About Brookfield Corporation

Brookfield Corporation is a multi-asset manager based in Toronto that invests in real estate, renewable power, infrastructure, credit, and private equity. The firm targets large, premier assets globally for both institutional and retail clients. Institutional shifts in its shares reflect ongoing portfolio adjustments among major financial managers.

Bottom Line

Investors will look toward Brookfield Corporation's upcoming earnings report on November 12, 2026, to assess operational results across its various asset classes. Additional 13F filings in upcoming quarters will show whether other asset managers follow the path set by recent portfolio trims or additions.