Brookfield Business PT-UnitBBU
13F holders, Q2 2025 (June 30)64holders +4
8new positions
4sold out
1famous investor
$25.93avg. 13F price*
At the end of Q2 2025, 64 institutions reported holding Brookfield Business PT-Unit (BBU) in their 13F filings, up 4 from Q1 2025. 8 opened new positions and 4 sold out. The largest holders were Brookfield Corp ($1.1B), OMERS ADMINISTRATION Corp ($312.2M) and Royal Bank of Canada ($191.7M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $15.0M |
| Exits | 4 | $5.2M |
All 13F filers, Q1 2025 → Q2 2025: 2,177,885 shares bought and 2,658,088 shares sold, net −480,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Brookfield Corp | 1.38% | Reduce -1.0% | 43,708,285 | $1.1B |
| OMERS ADMINISTRATION Corp | 2.45% | No change | 12,039,362 | $312.2M |
| Royal Bank of Canada | 0.04% | Reduce -3.6% | 7,391,556 | $191.7M |
| Partners Value Investments L.P. | 1.17% | Add +51.3% | 4,449,109 | $115.4M |
| CI Investments Inc. | 0.22% | Add +0.2% | 2,230,613 | $57.8M |
| PCJ Investment Counsel Ltd. | 11.28% | Reduce -2.6% | 1,270,784 | $33.0M |
| TD Waterhouse Canada Inc. | 0.20% | Add +1.4% | 1,102,273 | $28.3M |
| Beutel, Goodman & Co Ltd. | 0.10% | Reduce -3.4% | 660,130 | $17.1M |
| Bank of Montreal | 0.01% | Reduce -50.5% | 483,491 | $12.6M |
| Picton Mahoney Asset Management | 0.15% | New | 399,499 | $10.4M |
| Forge First Asset Management Inc. | 3.38% | Reduce -3.8% | 357,465 | $9.3M |
| Agf Management Ltd. | 0.04% | Reduce -1.9% | 336,278 | $8.7M |
| Cardinal Point Capital Management ULC | 0.50% | Reduce -0.3% | 242,757 | $6.3M |
| Cibc World Market Inc. | 0.01% | Reduce -9.6% | 172,970 | $4.5M |
| TD Asset Management Inc | 0.00% | Reduce -3.6% | 149,315 | $3.9M |
| Triasima Portfolio Management inc. | 0.64% | Reduce -20.5% | 135,680 | $3.5M |
| Legal & General Group Plc | 0.00% | New | 129,894 | $3.4M |
| Morgan Stanley | 0.00% | Add +12.8% | 122,788 | $3.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.1% | 110,436 | $2.8M |
| National Bank of Canada | 0.00% | Reduce -53.7% | 73,150 | $1.9M |
| Gold Investment Management Ltd. | 0.41% | Add +6.8% | 41,994 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Reduce -95.7% | 41,410 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +636.5% | 36,027 | $934K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -10.7% | 32,568 | $843K |
| Citadel Advisors | 0.00% | Reduce -8.1% | 29,987 | $778K |
| Tandem Capital Management Corp. | 0.39% | Reduce -0.3% | 29,567 | $767K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -3.7% | 26,574 | $692K |
| K2 Principal Fund, L.P. | 0.25% | Reduce -53.0% | 22,500 | $583K |
| UBS Group AG | 0.00% | Add +722.7% | 18,922 | $491K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 15,427 | $391K |
| Scotia Capital Inc. | 0.00% | Reduce -7.2% | 14,893 | $375K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,552 | $351K |
| BBR Partners, LLC | 0.02% | No change | 10,277 | $266K |
| Rathbones Group PLC | 0.00% | New | 10,237 | $265K |
| Mackenzie Financial Corp. | 0.00% | New | 8,613 | $224K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.9% | 7,837 | $203K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -83.6% | 7,455 | $194K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,500 | $91K |
| Intact Investment Management Inc. | 0.00% | No change | 2,100 | $55K |
| PenderFund Capital Management Ltd. | 0.02% | Add +68.8% | 1,232 | $32K |
| Bank of America Corp. | 0.00% | Add +30100.0% | 1,208 | $31K |
| Osaic Holdings, Inc. | 0.00% | Add +10.7% | 1,031 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 680 | $18K |
| Lanark Financial, Inc. | 0.00% | Add +0.3% | 604 | $15K |
| Raymond James Financial Inc. | 0.00% | New | 571 | $15K |
| Hemington Wealth Management | 0.00% | No change | 277 | $7K |
| Huntington National Bank | 0.00% | No change | 226 | $6K |
| Wells Fargo & Company | 0.00% | Add +1116.7% | 219 | $6K |
| Aviso Financial Inc. | 0.00% | No change | 90 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 58 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 40 | $1K |
| Cwm, LLC | 0.00% | Reduce -10.0% | 36 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 34 | $882 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 30 | $778 |
| Pacifica Partners Inc. | 0.00% | No change | 14 | $345 |
| MAI Capital Management | 0.00% | No change | 6 | $156 |
| Barclays PLC | 0.00% | Reduce -91.2% | 5 | $130 |
| Ameritas Advisory Services, LLC | 0.00% | New | 5 | $117 |
| Fortis Group Advisors, LLC | 0.00% | No change | 4 | $104 |
| Robinswood Financial LLC | 0.00% | No change | 4 | $103 |
| US Bancorp \de | 0.00% | No change | 3 | $78 |
| Whittier Trust Co. | 0.00% | No change | 2 | $51 |
| FMR LLC | 0.00% | No change | 1 | $26 |
| 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.