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Institutional Ownership · SEC Form 13F

Who owns BBUC


Which tracked institutional funds hold BBUC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBUC company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

143
Institutional holders
189M
Shares held (tracked funds)

How the tape is positioned

48 tracked funds added or opened BBUC while 25 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BBUC’s largest tracked holder by dollar value, Brookfield Corp /ON/, sizes it at 5.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BBUC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 142 tracked filers holding BBUC, 86 increased or opened the position and 56 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BBUC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 9

  • CI INVESTMENTS INC.$61M
  • PRIVATE MANAGEMENT GROUP INC$27M
  • PICTON MAHONEY ASSET MANAGEMENT$17M
  • CIBC WORLD MARKET INC.$6M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$877K
  • Ethic Inc.$697K

Full exits 6

  • Beutel, Goodman & Co Ltd.$29M
  • Alpine Global Management, LLC$7M
  • HRT FINANCIAL LP$5M
  • STATE OF WISCONSIN INVESTMENT BOARD$5M
  • AGF MANAGEMENT LTD$4M
  • STRS OHIO$658K

Largest adds

  • BlackRock, Inc.$71M
  • VANGUARD CAPITAL MANAGEMENT LLC$39M
  • GEODE CAPITAL MANAGEMENT, LLC$20M
  • STATE STREET CORP$17M
  • BANK OF MONTREAL /CAN/$13M
  • VANGUARD FIDUCIARY TRUST CO$13M

Largest trims

  • Brookfield Corp /ON/$256M
  • ROYAL BANK OF CANADA$113M
  • OMERS ADMINISTRATION Corp$32M
  • TD Waterhouse Canada Inc.$13M
  • Partners Value Investments L.P.$11M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$10M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Brookfield Corp /ON/142,749,301$4.3B75.4%2026-Q2
OMERS ADMINISTRATION Corp18,059,043$539M9.5%2026-Q2
Partners Value Investments L.P. trimmed5,157,268$154M2.7%2026-Q2
BlackRock, Inc. added4,735,636$141M2.5%2026-Q2
CI INVESTMENTS INC. new2,038,648$61M1.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,976,952$59M1.0%2026-Q2
ROYAL BANK OF CANADA trimmed1,835,667$55M1.0%2026-Q2
STATE STREET CORP added992,179$30M0.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added991,157$30M0.5%2026-Q2
PRIVATE MANAGEMENT GROUP INC new909,400$27M0.5%2026-Q2
PCJ Investment Counsel Ltd. trimmed781,064$23M0.4%2026-Q2
TD Waterhouse Canada Inc. trimmed771,618$23M0.4%2026-Q2
BANK OF MONTREAL /CAN/ added755,051$23M0.4%2026-Q2
VANGUARD FIDUCIARY TRUST CO added647,178$19M0.3%2026-Q2
PICTON MAHONEY ASSET MANAGEMENT new573,121$17M0.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added485,089$14M0.3%2026-Q2
NORTHERN TRUST CORP added397,433$12M0.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added359,988$11M0.2%2026-Q2
Cardinal Point Capital Management ULC added354,970$11M0.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added319,977$10M0.2%2026-Q2
TD Asset Management Inc added229,130$7M0.1%2026-Q2
Vanguard Global Advisers, LLC added228,248$7M0.1%2026-Q2
MORGAN STANLEY added223,189$7M0.1%2026-Q2
Invesco Ltd. added218,707$7M0.1%2026-Q2
CIBC WORLD MARKET INC. new195,243$6M0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added190,102$6M0.1%2026-Q2
Bank of New York Mellon Corp added179,598$5M0.1%2026-Q2
Nuveen, LLC added178,580$5M0.1%2026-Q2
MARSHALL WACE, LLP trimmed150,527$4M0.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed127,357$4M0.1%2026-Q2
UBS Group AG added125,389$4M0.1%2026-Q2
NATIONAL BANK OF CANADA /FI/ added117,437$3M0.1%2026-Q2
Swiss National Bank added114,387$3M0.1%2026-Q2
D. E. Shaw & Co., Inc.93,626$3M0.0%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed87,715$3M0.0%2026-Q2
RHUMBLINE ADVISERS added85,355$3M0.0%2026-Q2
TANDEM CAPITAL MANAGEMENT CORP /ADV added84,894$3M0.0%2026-Q2
ALLIANCEBERNSTEIN L.P. added82,731$3M0.0%2026-Q2
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added81,624$2M0.0%2026-Q2
Federation des caisses Desjardins du Quebec added78,707$2M0.0%2026-Q2
MACKENZIE FINANCIAL CORP added77,892$3M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added76,533$2M0.0%2026-Q2
Creative Planning trimmed75,833$2M0.0%2026-Q2
DEUTSCHE BANK AG\ added74,864$2M0.0%2026-Q2
Legal & General Group Plc added69,526$2M0.0%2026-Q2
CIBC Asset Management Inc added68,478$2M0.0%2026-Q2
WELLS FARGO & COMPANY/MN added61,081$2M0.0%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed60,643$2M0.0%2026-Q2
SCOTIA CAPITAL INC. added59,106$2M0.0%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added58,393$2M0.0%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added51,210$2M0.0%2026-Q2
CITIGROUP INC added44,050$1M0.0%2026-Q2
Gold Investment Management Ltd. trimmed41,400$1M0.0%2026-Q2
AMERICAN CENTURY COMPANIES INC added41,003$1M0.0%2026-Q2
MetLife Investment Management, LLC added41,003$1M0.0%2026-Q2
CITADEL ADVISORS LLC trimmed38,196$1M0.0%2026-Q2
Qube Research & Technologies Ltd trimmed37,064$1M0.0%2026-Q2
Quantinno Capital Management LP trimmed34,562$1M0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added32,243$962K0.0%2026-Q2
JPMORGAN CHASE & CO trimmed30,115$1M0.0%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC new29,368$877K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added27,970$835K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added24,619$735K0.0%2026-Q2
Ethic Inc. new23,338$697K0.0%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed23,098$689K0.0%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) added21,936$655K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added21,765$650K0.0%2026-Q2
JANE STREET GROUP, LLC trimmed21,161$632K0.0%2026-Q2
Gotham Asset Management, LLC new21,091$630K0.0%2026-Q2
TORONTO DOMINION BANK new19,754$590K0.0%2026-Q2
Alberta Investment Management Corp trimmed17,744$530K0.0%2026-Q2
Tidal Investments LLC new17,717$529K0.0%2026-Q2
Northwest & Ethical Investments L.P. trimmed16,943$503K0.0%2026-Q2
Russell Investments Group, Ltd. added16,060$479K0.0%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed16,034$479K0.0%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added16,012$478K0.0%2026-Q2
SEI INVESTMENTS CO new15,468$462K0.0%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC new14,245$425K0.0%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC new13,433$401K0.0%2026-Q2
Vanguard Investments Australia, Ltd. added13,338$399K0.0%2026-Q2
BARCLAYS PLC trimmed11,738$350K0.0%2026-Q2
Pictet Asset Management Holding SA new11,630$347K0.0%2026-Q2
Jump Financial, LLC new11,492$343K0.0%2026-Q2
PRUDENTIAL FINANCIAL INC new9,495$283K0.0%2026-Q2
Investment Management Corp of Ontario added9,433$282K0.0%2026-Q2
ProShare Advisors LLC new9,166$274K0.0%2026-Q2
Cetera Investment Advisers trimmed9,164$274K0.0%2026-Q2
SUSQUEHANNA ADVISORS GROUP, INC. new8,224$245K0.0%2026-Q2
Carmel Capital Partners, LLC added7,902$236K0.0%2026-Q2
BFSG, LLC trimmed7,752$231K0.0%2026-Q2
Tower Research Capital LLC (TRC) added7,701$230K0.0%2026-Q2
ArrowMark Colorado Holdings LLC7,668$229K0.0%2026-Q2
Guardian Partners Inc.7,550$225K0.0%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM7,430$222K0.0%2026-Q2
XPONANCE LLC new6,964$208K0.0%2026-Q2
Ameritas Investment Partners, Inc. added6,354$190K0.0%2026-Q2
State of Wyoming new6,000$179K0.0%2026-Q2
Steward Partners Investment Advisory, LLC new5,150$154K0.0%2026-Q2
SIGNATUREFD, LLC new2,262$68K0.0%2026-Q2
FMR LLC trimmed1,600$48K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership