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BN · EQIX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BNEQIX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BN
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterBNEQIX
Q3 2020none listed holders, n.a.19 holders, $8.2bn
Q4 2020none listed holders, n.a.21 holders, $8.2bn
Q1 2021none listed holders, n.a.19 holders, $7.5bn
Q2 2021none listed holders, n.a.17 holders, $7.9bn
Q3 2021none listed holders, n.a.15 holders, $7.0bn
Q4 2021none listed holders, n.a.18 holders, $6.0bn
Q1 2022none listed holders, n.a.18 holders, $6.0bn
Q2 2022none listed holders, n.a.23 holders, $5.7bn
Q3 2022none listed holders, n.a.20 holders, $4.8bn
Q4 202212 holders, $2.8bn15 holders, $5.1bn
Q1 202310 holders, $2.3bn17 holders, $5.3bn
Q2 202311 holders, $2.5bn20 holders, $6.5bn
Q3 20238 holders, $2.2bn16 holders, $6.2bn
Q4 20239 holders, $4.5bn19 holders, $6.6bn
Q1 202411 holders, $4.6bn27 holders, $7.6bn
Q2 202411 holders, $4.9bn21 holders, $8.1bn
Q3 202413 holders, $8.1bn26 holders, $9.6bn
Q4 202413 holders, $9.2bn28 holders, $10.3bn
Q1 202513 holders, $8.9bn31 holders, $8.7bn
Q2 202513 holders, $10.9bn30 holders, $7.3bn
Q3 202515 holders, $12.5bn28 holders, $7.0bn
Q4 202515 holders, $14.2bn26 holders, $8.2bn
Q1 202614 holders, $11.1bn31 holders, $11.5bn
Q2 202615 holders, $10.7bn31 holders, $12.6bn
BN

Brookfield Corp

Holders
9
Reported value
$4.5bn
Buyers
4
Sellers
4

Breadth 0 among 93 comparable managers.

Real estate
EQIX

Equinix Inc

Holders
19
Reported value
$6.6bn
Buyers
12
Sellers
10

Breadth +2 among 93 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q4 2023

Among the 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BN (5)

Akre Capital Management LLC, Baillie Gifford & Co, Capital World Investors, Markel Group Inc, Soroban Capital Partners LP

Only EQIX (15)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Janus Henderson Group Ltd, Man Group PLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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