BROOKFIELD BUSINESS PARTNERS
UNIT LTD L P · CUSIP G16234109
57
institutional holders
+2 vs Q1 2023
60.6m
shares reported held*
$1.1bnreported value*
3 new
16 added
22 reduced
2 sold out
net bought ≈ $14.2m (+826.3k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($412.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $17.37. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 55 |
| Q4 2022 | 58 |
| Q1 2023 | 55 |
| Q2 2023 | 57 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 29 | 16 |
| Q1 2023 | 17 | 26 |
| Q2 2023 | 19 | 24 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $38.0k | — |
| Q4 2022 | $6.0k | $201.8k | 33.64 |
| Q1 2023 | $0 | $0 | — |
| Q2 2023 | $0 | $0 | — |
Biggest buyers
| Brookfield Corp /ON/ | Added | +686.6k |
| Hillsdale Investment Management Inc. | Added | +251.3k |
| Forge First Asset Management Inc. | Added | +126.8k |
| ROYAL BANK OF CANADA | Added | +114.8k |
| BANK OF MONTREAL /CAN/ | Added | +91.8k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +75.8k |
| Invesco Ltd. | Added | +61.3k |
| TD Waterhouse Canada Inc. | Added | +41.2k |
| MORGAN STANLEY | Added | +28.6k |
| CITADEL ADVISORS LLC | New | +18.7k |
Biggest sellers
| 1832 Asset Management L.P. | Reduced | -229.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -211.9k |
| CIBC Asset Management Inc | Reduced | -89.7k |
| Beutel, Goodman & Co Ltd. | Reduced | -54.2k |
| TD Asset Management Inc | Reduced | -43.3k |
| MONTRUSCO BOLTON INVESTMENTS INC. | Reduced | -31.5k |
| CIBC WORLD MARKET INC. | Reduced | -10.4k |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -5.9k |
| FIRST MANHATTAN CO. LLC. | Reduced | -4.0k |
| DORCHESTER WEALTH MANAGEMENT Co | Reduced | -3.8k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BROOKFIELD Corp /ON/
13D · may seek influence
+31.5 pts · filed 2026-03-30
Stated purposeItem 4 of the original Schedule 13D is hereby supplemented as follows: On March 27, 2026, BBUC (formerly 1559985 B.C. Ltd.) completed the previously announced plan of arrangement (the "Arrangement") pursuant to which, among other things, (i) all Units, BBHC exchangeable shares and REUs were exchanged for newly issued class A subordinate voting shares of BBUC ("BBUC Class A Shares") on a one-for-one basis, (ii) the special limited partnership units of Holding LP, which were held by a subsidiary of Brookfield Asset Management Ltd., were exchanged for special non-voting incentive shares of BBUC ("Special Shares") on a one-for-one basis, (iii) BN exchanged its share of Brookfield Business Partners Limited, the general partner of BBU, for class B multiple voting shares of BBUC ("Class B Share… Full filing |
100.0% |
Fell to 5% or below in the last year: ROYAL BANK OF CANADA (0.6%, 2026-05-15)
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Brookfield Corp /ON/ 1.91% of their portfolio | 28.0m $482.0m | Added +686.6k |
| OMERS ADMINISTRATION Corp 3.23% of their portfolio | 12.0m $207.4m | Unchanged |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 8.7m $149.1m | Added +114.8k |
| CIBC Asset Management Inc 0.18% of their portfolio | 2.7m $46.8m | Reduced -89.7k |
| CI INVESTMENTS INC. 0.18% of their portfolio | 2.1m $36.4m | Reduced -1.6k |
| 1832 Asset Management L.P. 0.04% of their portfolio | 1.1m $18.6m | Reduced -229.4k |
| TD Waterhouse Canada Inc. 0.24% of their portfolio | 1.0m $24.0m | Added +41.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 970.7k $19.5m | Added +91.8k |
| Beutel, Goodman & Co Ltd. 0.09% of their portfolio | 900.9k $15.5m | Reduced -54.2k |
| Forge First Asset Management Inc. 5.27% of their portfolio | 598.0k $10.3m | Added +126.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 425.9k $7.3m | Reduced -211.9k |
| CIBC WORLD MARKET INC. 0.02% of their portfolio | 347.6k $6.0m | Reduced -10.4k |
| DORCHESTER WEALTH MANAGEMENT Co 0.97% of their portfolio | 292.8k $4.8m | Reduced -3.8k |
| Hillsdale Investment Management Inc. 0.40% of their portfolio | 251.3k $4.3m | Added +251.3k |
| Invesco Ltd. 0.00% of their portfolio | 231.2k $4.0m | Added +61.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 159.6k $2.7m | Added +75.8k |
| TD Asset Management Inc 0.00% of their portfolio | 155.7k $2.7m | Reduced -43.3k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 126.6k $2.2m | Added +3.0k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 70.4k $1.2m | Reduced -5.9k |
| CITIGROUP INC 0.00% of their portfolio | 68.4k $1.2m | Unchanged |
| SCOTIA CAPITAL INC. 0.01% of their portfolio | 68.2k $1.2m | Added +131 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV 0.55% of their portfolio | 48.8k $840.7k | Reduced -2.5k |
| MONTRUSCO BOLTON INVESTMENTS INC. 0.01% of their portfolio | 40.3k $695.0k | Reduced -31.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 37.5k $647.0k | Reduced -2.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 36.6k $631.2k | Added +12.6k |
| MORGAN STANLEY 0.00% of their portfolio | 35.8k $616.4k | Added +28.6k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.00% of their portfolio | 27.0k $465.1k | Added +701 |
| TORONTO DOMINION BANK 0.00% of their portfolio | 23.9k $412.0k | Added +9.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 18.7k $322.8k | New |
| GUARDIAN CAPITAL ADVISORS LP 0.03% of their portfolio | 15.7k $279.8k | Reduced -764 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 13.6k $234.2k | Reduced -1.3k |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 9.8k $168.7k | Reduced -1.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 6.6k $114.1k | Reduced -1.3k |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 4.0k $69.4k | Reduced -4.0k |
| UBS Group AG 0.00% of their portfolio | 3.7k $63.5k | Added +5 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 3.5k $60.3k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.3k $39.8k | New |
| Pacifica Partners Inc. 0.02% of their portfolio | 1.8k $31.6k | Unchanged |
| FIL Ltd 0.00% of their portfolio | 1.2k $21.1k | Reduced -35 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 484 $8.3k | Added +389 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 405 $7.0k | Reduced -2.7k |
| Princeton Global Asset Management LLC 0.00% of their portfolio | 324 $5.6k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 290 $5.0k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 200 $3.4k | Unchanged |
| Credential Qtrade Securities Inc. 0.00% of their portfolio | 90 $1.5k | New |
| Retirement Group, LLC 0.00% of their portfolio | 42 $724 | Unchanged |
| Financial Perspectives, Inc 0.00% of their portfolio | 40 $689 | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 34 $586 | Unchanged |
| Investment Research & Advisory Group, Inc. 0.00% of their portfolio | 30 $517 | Unchanged |
| RE Dickinson Investment Advisors, LLC 0.00% of their portfolio | 19 $0 | Unchanged |
| Robinswood Financial LLC 0.00% of their portfolio | 4 $68 | First filing |
| US BANCORP \DE\ 0.00% of their portfolio | 3 $52 | Reduced -1 |
| WHITTIER TRUST CO 0.00% of their portfolio | 2 $34 | Unchanged |
| Kelly Financial Services LLC 0.00% of their portfolio | 2 $35 | Unchanged |
| FMR LLC 0.00% of their portfolio | 1 $17 | Reduced -1 |
| Ridgewood Investments LLC 0.00% of their portfolio | 1 $25 | Reduced -1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |