Brookfield Business PT-UnitBBU
13F holders, Q2 2024 (June 30)59holders −11
4new positions
14sold out
1famous investor
$18.86avg. 13F price*
At the end of Q2 2024, 59 institutions reported holding Brookfield Business PT-Unit (BBU) in their 13F filings, down 11 from Q1 2024. 4 opened new positions and 14 sold out. The largest holders were Brookfield Corp ($474.5M), OMERS ADMINISTRATION Corp ($226.9M) and Royal Bank of Canada ($139.4M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $308K |
| Exits | 14 | $11.1M |
All 13F filers, Q1 2024 → Q2 2024: 429,569 shares bought and 1,965,607 shares sold, net −1,536,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Brookfield Corp | 2.98% | Add +0.1% | 25,173,993 | $474.5M |
| OMERS ADMINISTRATION Corp | 2.19% | No change | 12,039,362 | $226.9M |
| Royal Bank of Canada | 0.03% | Reduce -5.9% | 7,394,281 | $139.4M |
| Partners Value Investments L.P. | 0.83% | No change | 2,941,062 | $55.4M |
| CI Investments Inc. | 0.17% | Add +0.1% | 2,227,346 | $42.0M |
| CIBC Asset Management Inc | 0.13% | Reduce -25.4% | 1,978,114 | $37.4M |
| PCJ Investment Counsel Ltd. | 10.43% | Add +14.6% | 1,330,149 | $25.1M |
| 1832 Asset Management L.P. | 0.04% | No change | 1,049,815 | $19.8M |
| TD Waterhouse Canada Inc. | 0.18% | Reduce -3.1% | 1,044,258 | $19.6M |
| Beutel, Goodman & Co Ltd. | 0.08% | Reduce -4.3% | 816,660 | $15.5M |
| Bank of Montreal | 0.00% | Add +3.1% | 767,726 | $15.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.08% | Add +12.7% | 681,562 | $12.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.81% | Reduce -0.4% | 559,463 | $10.6M |
| Forge First Asset Management Inc. | 3.85% | Add +9.9% | 482,720 | $9.1M |
| DORCHESTER WEALTH MANAGEMENT Co | 0.91% | Reduce -0.4% | 254,524 | $4.7M |
| Cibc World Market Inc. | 0.01% | Reduce -0.6% | 200,299 | $3.8M |
| TD Asset Management Inc | 0.00% | Reduce -41.3% | 147,859 | $2.8M |
| Principal Financial Group Inc. | 0.00% | Add +2.0% | 90,242 | $1.7M |
| National Bank of Canada | 0.00% | Reduce -6.6% | 80,900 | $1.5M |
| Scotia Capital Inc. | 0.01% | Add +21.9% | 74,087 | $1.4M |
| K2 Principal Fund, L.P. | 0.60% | Reduce -61.7% | 59,893 | $1.1M |
| Morgan Stanley | 0.00% | Add +25.4% | 51,089 | $963K |
| Montrusco Bolton Investments Inc. | 0.01% | Reduce -18.3% | 45,502 | $862K |
| AYAL Capital Advisors Ltd | 0.54% | Add +97.4% | 45,000 | $848K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.7% | 40,725 | $771K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.5% | 40,726 | $770K |
| Tandem Capital Management Corp. | 0.32% | Reduce -19.7% | 32,342 | $589K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +187.9% | 31,832 | $583K |
| Gold Investment Management Ltd. | 0.23% | Reduce -2.6% | 29,332 | $555K |
| Citadel Advisors | 0.00% | Reduce -28.4% | 19,526 | $368K |
| JPMorgan Chase & Co. | 0.00% | Add +411.5% | 17,898 | $337K |
| Bank of New York Mellon Corp | 0.00% | New | 16,266 | $307K |
| Jamison Private Wealth Management, Inc. | 0.01% | No change | 4,299 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,500 | $66K |
| UBS Group AG | 0.00% | Reduce -69.3% | 2,255 | $43K |
| Toronto Dominion Bank | 0.00% | Reduce -13.8% | 2,107 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 680 | $13K |
| Lanark Financial, Inc. | 0.00% | Reduce -50.9% | 604 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.9% | 301 | $6K |
| Barclays PLC | 0.00% | Add +1285.7% | 194 | $4K |
| Bank of America Corp. | 0.00% | Reduce -61.7% | 119 | $2K |
| Aviso Financial Inc. | 0.00% | — | 122 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 74 | $1K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.3% | 61 | $1K |
| Cwm, LLC | 0.00% | No change | 36 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 40 | $754 |
| Harbour Investments, Inc. | 0.00% | No change | 34 | $641 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 30 | $566 |
| Wells Fargo & Company | 0.00% | Reduce -44.4% | 20 | $378 |
| Pacifica Partners Inc. | 0.00% | Reduce -99.2% | 14 | $253 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 6 | $122 |
| Fortis Group Advisors, LLC | 0.00% | No change | 4 | $75 |
| Robinswood Financial LLC | 0.00% | No change | 4 | $75 |
| US Bancorp \de | 0.00% | No change | 3 | $57 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $38 |
| Kelly Financial Services LLC | 0.00% | No change | 2 | $38 |
| Whittier Trust Co. | 0.00% | No change | 2 | $37 |
| Ridgewood Investments LLC | 0.00% | New | 1 | $27 |
| Briaud Financial Planning Inc | 0.00% | No change | 21 | $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.