Brookfield Business PT-UnitBBU

13F holders, Q1 2024 (March 31)
70holders
1famous investor
$22.21avg. 13F price*

At the end of Q1 2024, 70 institutions reported holding Brookfield Business PT-Unit (BBU) in their 13F filings. The largest holders were Brookfield Corp ($555.9M), OMERS ADMINISTRATION Corp ($266.0M) and Royal Bank of Canada ($173.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Brookfield Business PT-Unit
CUSIP
G16234109
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 70Q1 2024Q2 2024: 59Q2 2024Q3 2024: 61Q3 2024Q4 2024: 64Q4 2024Q1 2025: 60Q1 2025Q2 2025: 64Q2 2025Q3 2025: 66Q3 2025Q4 2025: 67Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$2.6M
Exits5$2.8M

Ownership 70 holders

Brookfield Corp 3.28% No change 25,158,782 $555.9M
OMERS ADMINISTRATION Corp 3.04% No change 12,039,362 $266.0M
Royal Bank of Canada 0.04% Reduce -10.5% 7,856,278 $173.6M
Partners Value Investments L.P. 0.95% No change 2,941,062 $65.0M
CIBC Asset Management Inc 0.20% Reduce -2.6% 2,653,323 $58.8M
CI Investments Inc. 0.20% Add +5.5% 2,225,932 $49.2M
TD Waterhouse Canada Inc. 0.23% Reduce -5.5% 1,077,387 $30.9M
PCJ Investment Counsel Ltd. 8.49% Add +247.3% 1,160,814 $25.7M
1832 Asset Management L.P. 0.04% Reduce -0.6% 1,049,815 $23.2M
Beutel, Goodman & Co Ltd. 0.10% Reduce -2.1% 852,920 $18.9M
Bank of Montreal 0.01% Reduce -14.1% 744,840 $16.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +1409.5% 604,545 $13.4M
Scheer, Rowlett & Associates Investment Management Ltd. 0.92% Reduce -0.4% 561,533 $12.4M
Forge First Asset Management Inc. 3.05% Reduce -14.3% 439,020 $9.7M
TD Asset Management Inc 0.01% Add +57.1% 251,973 $5.6M
DORCHESTER WEALTH MANAGEMENT Co 0.98% Reduce -2.1% 255,499 $5.4M
Cibc World Market Inc. 0.01% Reduce -7.8% 201,503 $4.5M
Invesco Ltd. 0.00% Reduce -40.7% 157,073 $3.5M
K2 Principal Fund, L.P. 1.77% Add +58.3% 156,353 $3.5M
Citigroup Inc. 0.00% Add +99.3% 136,444 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +126.6% 112,400 $2.5M
Principal Financial Group Inc. 0.00% Add +35.7% 88,434 $2.0M
National Bank of Canada 0.00% Reduce -11.6% 86,653 $1.7M
Triasima Portfolio Management inc. 0.12% New 63,415 $1.4M
Scotia Capital Inc. 0.01% Reduce -18.4% 60,765 $1.3M
Montrusco Bolton Investments Inc. 0.01% Reduce -6.2% 55,662 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -4.7% 47,764 $1.1M
Morgan Stanley 0.00% Add +52.1% 40,725 $900K
Tandem Capital Management Corp. 0.50% Reduce -7.2% 40,281 $890K
Manufacturers Life Insurance Company, The 0.00% Add +11.4% 40,118 $889K
Gold Investment Management Ltd. 0.27% Add +0.7% 30,127 $667K
Citadel Advisors 0.00% Add +121.8% 27,280 $603K
AYAL Capital Advisors Ltd 0.36% New 22,800 $504K
Susquehanna International Group, LLP 0.00% New 18,146 $401K
Federation des caisses Desjardins du Quebec 0.00% Reduce -7.9% 11,055 $323K
UBS Group AG 0.00% Add +179.5% 7,352 $162K
Northwest & Ethical Investments L.P. 0.00% New 6,900 $153K
Intact Investment Management Inc. 0.00% New 4,960 $110K
Jamison Private Wealth Management, Inc. 0.02% No change 4,299 $95K
Steward Partners Investment Advisory, LLC 0.00% No change 3,500 $77K
JPMorgan Chase & Co. 0.00% Add +6038.6% 3,499 $77K
Tower Research Capital LLC (TRC) 0.00% New 2,481 $55K
Toronto Dominion Bank 0.00% Reduce -74.2% 2,445 $54K
FIL Ltd 0.00% Add +73.1% 2,280 $50K
Pacifica Partners Inc. 0.02% No change 1,814 $39K
First Manhattan Co. Llc. 0.00% Reduce -65.4% 1,310 $29K
Osaic Holdings, Inc. 0.00% Reduce -59.9% 1,283 $28K
Lanark Financial, Inc. 0.00% No change 1,231 $27K
CIBC Private Wealth Group LLC 0.00% New 680 $15K
Bank of America Corp. 0.00% Add +3.3% 311 $7K
PNC Financial Services Group, Inc. 0.00% Reduce -50.0% 200 $4K
Credential Qtrade Securities Inc. 0.00% Reduce -42.1% 103 $2K
Stone House Investment Management, LLC 0.00% No change 103 $2K
Briaud Financial Planning Inc 0.00% New 21 $1K
Cwm, LLC 0.00% No change 36 $1K
Financial Perspectives, Inc 0.00% No change 40 $884
Wells Fargo & Company 0.00% Reduce -72.9% 36 $803
Harbour Investments, Inc. 0.00% No change 34 $751
Investment Research & Advisory Group, Inc. 0.00% No change 30 $663
Hillsdale Investment Management Inc. 0.00% No change 21 $467
Retirement Group, LLC 0.00% Reduce -28.6% 20 $442
Barclays PLC 0.00% No change 14 $309
Dixon Mitchell Investment Counsel Inc. 0.00% New 6 $133
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 4 $88
Robinswood Financial LLC 0.00% No change 4 $86
US Bancorp \de 0.00% No change 3 $66
Kelly Financial Services LLC 0.00% No change 2 $45
Whittier Trust Co. 0.00% No change 2 $44
FMR LLC 0.00% No change 1 $22
RE Dickinson Investment Advisors, LLC 0.00% No change 19 $0

"% of holder's portfolio" is BBU's weight in each manager's 13F, not the share of Brookfield Business PT-Unit the manager owns.