Brookfield Business PT-UnitBBU
13F holders, Q4 2024 (December 31)64holders +3
7new positions
4sold out
1famous investor
$23.41avg. 13F price*
At the end of Q4 2024, 64 institutions reported holding Brookfield Business PT-Unit (BBU) in their 13F filings, up 3 from Q3 2024. 7 opened new positions and 4 sold out. The largest holders were Brookfield Corp ($599.6M), OMERS ADMINISTRATION Corp ($282.0M) and Royal Bank of Canada ($180.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $9.5M |
| Exits | 4 | $422K |
All 13F filers, Q3 2024 → Q4 2024: 1,147,442 shares bought and 819,785 shares sold, net +327,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Brookfield Corp | 3.63% | No change | 25,602,504 | $599.6M |
| OMERS ADMINISTRATION Corp | 2.47% | No change | 12,039,362 | $282.0M |
| Royal Bank of Canada | 0.04% | Add +0.8% | 7,718,131 | $180.8M |
| Partners Value Investments L.P. | 0.75% | No change | 2,941,062 | $68.9M |
| CI Investments Inc. | 0.20% | Reduce -0.1% | 2,226,475 | $52.1M |
| PCJ Investment Counsel Ltd. | 12.84% | Add +6.6% | 1,618,655 | $38.0M |
| 1832 Asset Management L.P. | 0.04% | Add +0.0% | 1,049,910 | $24.6M |
| CIBC Asset Management Inc | 0.08% | Reduce -27.4% | 1,024,303 | $24.1M |
| TD Waterhouse Canada Inc. | 0.18% | Add +2.3% | 1,020,778 | $22.5M |
| Bank of Montreal | 0.01% | Add +11.3% | 928,564 | $21.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.11% | Add +2.3% | 791,887 | $18.7M |
| Beutel, Goodman & Co Ltd. | 0.09% | Reduce -8.9% | 734,790 | $17.3M |
| Forge First Asset Management Inc. | 4.50% | Add +48.3% | 532,964 | $12.5M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.79% | Reduce -28.2% | 460,629 | $10.8M |
| Toronto Dominion Bank | 0.01% | Add +15.5% | 301,080 | $7.1M |
| Cibc World Market Inc. | 0.01% | Add +30.4% | 251,573 | $5.9M |
| DORCHESTER WEALTH MANAGEMENT Co | 1.12% | Reduce -0.9% | 244,547 | $5.6M |
| Agf Management Ltd. | 0.03% | New | 216,717 | $5.1M |
| National Bank of Canada | 0.00% | Add +63.8% | 159,883 | $3.8M |
| TD Asset Management Inc | 0.00% | Reduce -1.1% | 150,788 | $3.6M |
| NewGen Asset Management Ltd | 2.50% | New | 100,000 | $2.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +155.2% | 98,016 | $2.2M |
| Caldwell Investment Management Ltd. | 1.17% | New | 78,700 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +64.7% | 63,017 | $1.5M |
| K2 Principal Fund, L.P. | 0.61% | Add +5.8% | 52,385 | $1.2M |
| Montrusco Bolton Investments Inc. | 0.01% | Reduce -2.2% | 43,866 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.8% | 41,794 | $987K |
| Morgan Stanley | 0.00% | Add +62.5% | 39,975 | $936K |
| Scotia Capital Inc. | 0.00% | Reduce -39.2% | 35,214 | $778K |
| Gold Investment Management Ltd. | 0.32% | Add +3.2% | 32,518 | $767K |
| Tandem Capital Management Corp. | 0.38% | Reduce -4.7% | 30,170 | $707K |
| Citadel Advisors | 0.00% | Reduce -3.7% | 28,242 | $661K |
| Bank of New York Mellon Corp | 0.00% | Add +8.9% | 17,724 | $415K |
| BBR Partners, LLC | 0.02% | New | 10,277 | $241K |
| Principal Financial Group Inc. | 0.00% | Reduce -92.2% | 9,137 | $214K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.7% | 8,936 | $209K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,500 | $82K |
| Intact Investment Management Inc. | 0.00% | Add +52.6% | 2,900 | $68K |
| UBS Group AG | 0.00% | Reduce -3.2% | 2,300 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 680 | $15K |
| Osaic Holdings, Inc. | 0.00% | Add +546.0% | 491 | $11K |
| PenderFund Capital Management Ltd. | 0.00% | New | 316 | $11K |
| Hemington Wealth Management | 0.00% | No change | 277 | $6K |
| Huntington National Bank | 0.00% | New | 226 | $5K |
| Bank of America Corp. | 0.00% | Add +6666.7% | 203 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +37.1% | 144 | $3K |
| Aviso Financial Inc. | 0.00% | No change | 90 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 74 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.5% | 70 | $2K |
| Cwm, LLC | 0.00% | No change | 36 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 40 | $937 |
| Harbour Investments, Inc. | 0.00% | No change | 34 | $796 |
| Wells Fargo & Company | 0.00% | Add +79.0% | 34 | $791 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 30 | $703 |
| Pacifica Partners Inc. | 0.00% | No change | 14 | $312 |
| MAI Capital Management | 0.00% | New | 6 | $141 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 6 | $141 |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 6 | $129 |
| Fortis Group Advisors, LLC | 0.00% | No change | 4 | $94 |
| Robinswood Financial LLC | 0.00% | No change | 4 | $93 |
| US Bancorp \de | 0.00% | No change | 3 | $70 |
| Whittier Trust Co. | 0.00% | No change | 2 | $46 |
| FMR LLC | 0.00% | No change | 1 | $24 |
| 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.