Brookfield Business PT-UnitBBU

13F holders, Q3 2024 (September 30)
61holders +2
5new positions
3sold out
1famous investor
$23.29avg. 13F price*

At the end of Q3 2024, 61 institutions reported holding Brookfield Business PT-Unit (BBU) in their 13F filings, up 2 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were Brookfield Corp ($596.5M), OMERS ADMINISTRATION Corp ($280.5M) and Royal Bank of Canada ($178.3M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions5$1.0M
Exits3$852K

All 13F filers, Q2 2024 → Q3 2024: 1,488,428 shares bought and 878,481 shares sold, net +609,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Brookfield Corp 3.37% Add +1.7% 25,602,504 $596.5M
OMERS ADMINISTRATION Corp 2.58% No change 12,039,362 $280.5M
Royal Bank of Canada 0.04% Add +3.5% 7,654,124 $178.3M
Partners Value Investments L.P. 0.81% No change 2,941,062 $68.5M
CI Investments Inc. 0.20% Add +0.0% 2,227,855 $51.9M
PCJ Investment Counsel Ltd. 11.25% Add +14.2% 1,518,892 $35.5M
CIBC Asset Management Inc 0.11% Reduce -28.6% 1,411,901 $33.1M
1832 Asset Management L.P. 0.04% No change 1,049,815 $24.5M
TD Waterhouse Canada Inc. 0.17% Reduce -4.4% 998,065 $20.8M
Bank of Montreal 0.01% Add +8.7% 834,512 $20.2M
Beutel, Goodman & Co Ltd. 0.09% Reduce -1.2% 806,540 $18.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +13.6% 773,975 $18.1M
Scheer, Rowlett & Associates Investment Management Ltd. 1.05% Add +14.7% 641,835 $15.0M
Forge First Asset Management Inc. 4.59% Reduce -25.5% 359,464 $8.4M
Toronto Dominion Bank 0.01% Add +12276.3% 260,769 $6.1M
DORCHESTER WEALTH MANAGEMENT Co 1.03% Reduce -3.1% 246,712 $5.6M
Cibc World Market Inc. 0.01% Reduce -3.7% 192,933 $4.5M
TD Asset Management Inc 0.00% Add +3.1% 152,433 $3.7M
Principal Financial Group Inc. 0.00% Add +29.9% 117,189 $2.7M
National Bank of Canada 0.00% Add +20.6% 97,584 $2.3M
Scotia Capital Inc. 0.01% Reduce -21.8% 57,933 $1.3M
K2 Principal Fund, L.P. 0.58% Reduce -17.3% 49,505 $1.2M
Montrusco Bolton Investments Inc. 0.01% Reduce -1.4% 44,848 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.2% 40,648 $954K
Russell Investments Group, Ltd. 0.00% Reduce -6.0% 38,262 $898K
Federation des caisses Desjardins du Quebec 0.00% Add +20.6% 38,406 $896K
Gold Investment Management Ltd. 0.31% Add +7.4% 31,501 $739K
Tandem Capital Management Corp. 0.39% Reduce -2.1% 31,670 $738K
Citadel Advisors 0.00% Add +50.2% 29,335 $684K
Susquehanna International Group, LLP 0.00% New 27,668 $645K
Morgan Stanley 0.00% Reduce -51.9% 24,598 $573K
Bank of New York Mellon Corp 0.00% Add +0.1% 16,276 $379K
Acadian Asset Management LLC 0.00% New 13,700 $319K
Jamison Private Wealth Management, Inc. 0.02% No change 4,299 $100K
Steward Partners Investment Advisory, LLC 0.00% No change 3,500 $82K
JPMorgan Chase & Co. 0.00% Reduce -84.3% 2,819 $66K
UBS Group AG 0.00% Add +5.4% 2,377 $55K
Intact Investment Management Inc. 0.00% New 1,900 $45K
CIBC Private Wealth Group LLC 0.00% No change 680 $16K
Lanark Financial, Inc. 0.00% Add +0.5% 607 $14K
Hemington Wealth Management 0.00% New 277 $6K
Stone House Investment Management, LLC 0.00% New 137 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -65.1% 105 $2K
Aviso Financial Inc. 0.00% Reduce -26.2% 90 $2K
Osaic Holdings, Inc. 0.00% Add +24.6% 76 $2K
Farmers & Merchants Investments Inc. 0.00% No change 74 $2K
Cwm, LLC 0.00% No change 36 $1K
Financial Perspectives, Inc 0.00% No change 40 $932
Harbour Investments, Inc. 0.00% No change 34 $792
Investment Research & Advisory Group, Inc. 0.00% No change 30 $699
Wells Fargo & Company 0.00% Reduce -5.0% 19 $442
Pacifica Partners Inc. 0.00% No change 14 $329
EverSource Wealth Advisors, LLC 0.00% No change 6 $140
Fortis Group Advisors, LLC 0.00% No change 4 $93
Robinswood Financial LLC 0.00% No change 4 $93
US Bancorp \de 0.00% No change 3 $70
Bank of America Corp. 0.00% Reduce -97.5% 3 $70
Whittier Trust Co. 0.00% No change 2 $46
FMR LLC 0.00% Reduce -50.0% 1 $23
Ridgewood Investments LLC 0.00% No change 1 $13
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.