- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 1 May 2026
- Managers listing it
- 32
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 13 listed it in both
- Shares listed
- 293,764,891
- combined, among listed positions
- Reported value
- $11.9bn
- combined, at the quarter end
1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 21 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -21,562,964.
Managers listing BN in Q1 2026
32 of 32 holders
What managers have written about BN
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Brookfield Asset Management's 2008 letter to shareholders · Brookfield Asset Management · 13 Feb 2009 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Dodge & Coxexisting position · 59,186,855 shares now+17,906,535
- Jane Street Group LLCexisting position · 4,121,668 shares now+3,938,350
- D. E. Shaw & Co.existing position · 3,600,628 shares now+3,556,242
- Capital Research Global Investorsexisting position · 4,289,389 shares now+2,154,513
- Voloridge Investment Management LLCexisting position · 839,662 shares now+609,235
Reductions
- Capital World Investorsexisting position · 82,340,675 shares now-16,728,341
- Akre Capital Management LLCexisting position · 17,027,077 shares now-9,816,556
- Lone Pine Capital LLCexisting position · 11,208,969 shares now-4,714,391
- Fidelity (FMR LLC)existing position · 11,546,810 shares now-3,630,628
- Wellington Management Group LLPexisting position · 1,680,811 shares now-2,333,267
New positions and exits
New (7)
Exited (3)
- Third Point LLCwas $285m
- Soroban Capital Partners LPwas $263m
- ExodusPoint Capital Management LPwas $4.5m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2022 | 12 | $2.8bn | n.a. | n.a. |
| Q1 2023 | 10 | $2.3bn | n.a. | n.a. |
| Q2 2023 | 11 | $2.5bn | n.a. | n.a. |
| Q3 2023 | 8 | $2.2bn | n.a. | n.a. |
| Q4 2023 | 9 | $4.5bn | 4 | 4 |
| Q1 2024 | 11 | $4.6bn | 7 | 2 |
| Q2 2024 | 11 | $4.9bn | 7 | 3 |
| Q3 2024 | 13 | $8.1bn | 5 | 8 |
| Q4 2024 | 13 | $9.2bn | 7 | 5 |
| Q1 2025 | 13 | $8.9bn | 7 | 5 |
| Q2 2025 | 13 | $10.9bn | 6 | 6 |
| Q3 2025 | 15 | $12.5bn | 6 | 7 |
| Q4 2025 | 15 | $14.2bn | 26 | 7 |
| Q1 2026 | 14 | $11.1bn | 21 | 13 |
| Q2 2026 | 15 | $10.7bn | 16 | 21 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
BN and WELL →BN and EQIX →BN and PLD →Choose a stock to compare with BN →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own BN, latest filings →Back to the 13F Explorer →