Brookfield Business PT-UnitBBU
13F holders, Q1 2025 (March 31)60holders −4
4new positions
7sold out
1famous investor
$23.45avg. 13F price*
At the end of Q1 2025, 60 institutions reported holding Brookfield Business PT-Unit (BBU) in their 13F filings, down 4 from Q4 2024. 4 opened new positions and 7 sold out. The largest holders were Brookfield Corp ($1.0B), OMERS ADMINISTRATION Corp ($282.4M) and Royal Bank of Canada ($180.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $9.6M |
| Exits | 7 | $39.7M |
All 13F filers, Q4 2024 → Q1 2025: 19,305,088 shares bought and 3,351,343 shares sold, net +15,953,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Brookfield Corp | 1.37% | Add +72.5% | 44,152,007 | $1.0B |
| OMERS ADMINISTRATION Corp | 2.47% | No change | 12,039,362 | $282.4M |
| Royal Bank of Canada | 0.04% | Reduce -0.6% | 7,671,149 | $180.0M |
| Partners Value Investments L.P. | 0.82% | No change | 2,941,062 | $69.0M |
| CI Investments Inc. | 0.22% | Reduce -0.0% | 2,226,245 | $52.2M |
| PCJ Investment Counsel Ltd. | 11.96% | Reduce -19.4% | 1,305,154 | $30.6M |
| TD Waterhouse Canada Inc. | 0.20% | Add +6.5% | 1,087,292 | $24.8M |
| Bank of Montreal | 0.01% | Add +5.2% | 976,715 | $22.9M |
| CIBC Asset Management Inc | 0.08% | Reduce -5.8% | 964,759 | $22.6M |
| Beutel, Goodman & Co Ltd. | 0.09% | Reduce -7.0% | 683,180 | $16.0M |
| Forge First Asset Management Inc. | 3.80% | Reduce -30.3% | 371,565 | $8.7M |
| Agf Management Ltd. | 0.04% | Add +58.2% | 342,906 | $8.0M |
| Cardinal Point Capital Management ULC | 0.51% | New | 243,432 | $5.6M |
| Cibc World Market Inc. | 0.01% | Reduce -23.9% | 191,412 | $4.5M |
| Triasima Portfolio Management inc. | 0.79% | New | 170,685 | $4.0M |
| Toronto Dominion Bank | 0.01% | Reduce -43.9% | 169,007 | $4.0M |
| National Bank of Canada | 0.00% | Reduce -1.2% | 158,022 | $3.7M |
| TD Asset Management Inc | 0.00% | Add +2.7% | 154,820 | $3.6M |
| Morgan Stanley | 0.00% | Add +172.4% | 108,878 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.2% | 104,106 | $2.4M |
| K2 Principal Fund, L.P. | 0.64% | Reduce -8.7% | 47,851 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -28.0% | 45,389 | $1.1M |
| Gold Investment Management Ltd. | 0.39% | Add +20.9% | 39,309 | $921K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -12.7% | 36,475 | $859K |
| Citadel Advisors | 0.00% | Add +15.5% | 32,614 | $765K |
| Montrusco Bolton Investments Inc. | 0.01% | Reduce -29.8% | 30,783 | $721K |
| Tandem Capital Management Corp. | 0.39% | Reduce -1.7% | 29,670 | $696K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -96.5% | 27,606 | $647K |
| Bank of New York Mellon Corp | 0.00% | Add +11.7% | 19,802 | $465K |
| Scotia Capital Inc. | 0.00% | Reduce -54.4% | 16,048 | $376K |
| BBR Partners, LLC | 0.02% | No change | 10,277 | $241K |
| Susquehanna International Group, LLP | 0.00% | Add +5.5% | 9,426 | $221K |
| JPMorgan Chase & Co. | 0.00% | Add +6888.6% | 4,892 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,500 | $82K |
| UBS Group AG | 0.00% | No change | 2,300 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1432.6% | 2,207 | $52K |
| Intact Investment Management Inc. | 0.00% | Reduce -27.6% | 2,100 | $49K |
| Osaic Holdings, Inc. | 0.00% | Add +89.6% | 931 | $22K |
| Lanark Financial, Inc. | 0.00% | — | 602 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 680 | $13K |
| Hemington Wealth Management | 0.00% | No change | 277 | $6K |
| Huntington National Bank | 0.00% | No change | 226 | $5K |
| Aviso Financial Inc. | 0.00% | No change | 90 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 58 | $1K |
| Barclays PLC | 0.00% | New | 57 | $1K |
| Cwm, LLC | 0.00% | Add +11.1% | 40 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 40 | $938 |
| Harbour Investments, Inc. | 0.00% | No change | 34 | $798 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 30 | $704 |
| Wells Fargo & Company | 0.00% | Reduce -47.1% | 18 | $425 |
| Pacifica Partners Inc. | 0.00% | No change | 14 | $319 |
| MAI Capital Management | 0.00% | No change | 6 | $141 |
| Bank of America Corp. | 0.00% | Reduce -98.0% | 4 | $94 |
| 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 |
| PenderFund Capital Management Ltd. | 0.00% | Add +131.0% | 730 | $50 |
| Whittier Trust Co. | 0.00% | No change | 2 | $46 |
| FMR LLC | 0.00% | No change | 1 | $23 |
| 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.