Brookfield Business PT-UnitBBU

13F holders, Q4 2025 (December 31)
67holders +1
6new positions
6sold out
1famous investor
$35.21avg. 13F price*

At the end of Q4 2025, 67 institutions reported holding Brookfield Business PT-Unit (BBU) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 6 sold out. The largest holders were Brookfield Corp ($1.5B), OMERS ADMINISTRATION Corp ($423.8M) and Royal Bank of Canada ($208.6M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$1.8M
Exits6$5.5M

All 13F filers, Q3 2025 → Q4 2025: 1,839,228 shares bought and 1,737,946 shares sold, net +101,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Brookfield Corp 1.91% No change 43,708,285 $1.5B
OMERS ADMINISTRATION Corp 3.02% No change 12,039,362 $423.8M
Royal Bank of Canada 0.04% Reduce -14.0% 5,925,499 $208.6M
Partners Value Investments L.P. 1.46% No change 4,449,109 $156.6M
CI Investments Inc. 0.34% Reduce -0.3% 2,225,532 $78.3M
PCJ Investment Counsel Ltd. 10.18% Reduce -13.1% 1,163,486 $41.2M
TD Waterhouse Canada Inc. 0.23% Reduce -2.4% 1,092,963 $37.5M
JPMorgan Chase & Co. 0.00% Add +214.0% 1,013,814 $35.5M
Bank of Montreal 0.01% Add +16.4% 643,920 $22.8M
Picton Mahoney Asset Management 0.24% Reduce -9.9% 627,777 $22.2M
Beutel, Goodman & Co Ltd. 0.13% Reduce -8.8% 584,663 $20.7M
Susquehanna International Group, LLP 0.01% Add +1132.5% 258,601 $9.1M
Morgan Stanley 0.00% Add +112.5% 252,703 $8.9M
Cardinal Point Capital Management ULC 0.55% Add +0.3% 236,389 $8.4M
Alpine Global Management, LLC 1.91% Add +151.2% 189,305 $8.0M
Toronto Dominion Bank 0.01% Add +59309.7% 215,063 $7.6M
Credit Industriel Et Commercial 1.57% Add +29.4% 194,668 $6.9M
State of Wisconsin Investment Board 0.01% Reduce -4.6% 186,562 $6.6M
Cibc World Market Inc. 0.01% Reduce -2.7% 167,700 $5.9M
Alberta Investment Management Corp 0.03% Add +1.9% 122,814 $4.3M
Agf Management Ltd. 0.02% Reduce -53.1% 117,066 $4.1M
TD Asset Management Inc 0.00% Reduce -43.8% 91,991 $3.3M
National Bank of Canada 0.00% Add +34.1% 90,533 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -24.2% 83,248 $2.9M
Jane Street Group, LLC 0.00% Add +528.6% 80,862 $2.8M
HRT Financial LP 0.01% Add +653.1% 73,620 $2.6M
Goldman Sachs Group Inc. 0.00% Add +111.7% 64,942 $2.3M
Gold Investment Management Ltd. 0.51% Add +1.8% 45,074 $1.6M
Bank of America Corp. 0.00% Add +8583.8% 44,027 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.5% 39,700 $1.4M
CIBC Asset Management Inc 0.00% Reduce -11.0% 34,671 $1.2M
Tandem Capital Management Corp. 0.47% No change 29,567 $1.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.00% Reduce -8.8% 23,124 $818K
Citadel Advisors 0.00% New 19,856 $699K
Northwest & Ethical Investments L.P. 0.01% Reduce -41.6% 17,616 $626K
CSS LLC 0.10% New 16,759 $590K
Barclays PLC 0.00% Add +766.1% 16,751 $590K
Rathbones Group PLC 0.00% Add +31.4% 13,437 $473K
Scotia Capital Inc. 0.00% Add +27.4% 13,758 $471K
Mackenzie Financial Corp. 0.00% Add +45.3% 11,766 $418K
BBR Partners, LLC 0.02% No change 10,277 $362K
Russell Investments Group, Ltd. 0.00% Add +47.8% 6,463 $229K
XTX Topco Ltd 0.01% New 5,962 $210K
Citigroup Inc. 0.00% New 4,375 $155K
Steward Partners Investment Advisory, LLC 0.00% No change 3,500 $123K
Intact Investment Management Inc. 0.00% New 2,000 $71K
UBS Group AG 0.00% Reduce -86.6% 1,585 $56K
Osaic Holdings, Inc. 0.00% Reduce -0.5% 1,016 $36K
Tower Research Capital LLC (TRC) 0.00% New 970 $34K
PenderFund Capital Management Ltd. 0.01% Reduce -24.9% 925 $33K
CIBC Private Wealth Group LLC 0.00% No change 680 $24K
Lanark Financial, Inc. 0.00% Reduce -1.3% 598 $21K
Purpose Unlimited Inc. 0.00% — 426 $15K
Wells Fargo & Company 0.00% Reduce -1.0% 200 $7K
Aviso Financial Inc. 0.00% No change 90 $3K
Jones Financial Companies LLLP 0.00% No change 58 $2K
Financial Perspectives, Inc 0.00% No change 40 $1K
Investment Research & Advisory Group, Inc. 0.00% No change 30 $1K
Cwm, LLC 0.00% No change 36 $1K
SHP Wealth Management 0.00% — 19 $669
Pacifica Partners Inc. 0.00% No change 14 $490
Fortis Group Advisors, LLC 0.00% No change 4 $141
Robinswood Financial LLC 0.00% No change 4 $140
US Bancorp \de 0.00% No change 3 $106
MAI Capital Management 0.00% No change 2 $71
Huntington National Bank 0.00% Reduce -99.6% 1 $35
FMR LLC 0.00% No change 1 $35

"% of holder's portfolio" is BBU's weight in each manager's 13F, not the share of Brookfield Business PT-Unit the manager owns.