Who owns BEP
Which tracked institutional funds hold BEP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BEP company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BEP is one-sided between 2025-Q4 and 2026-Q1: 85 added or opened and 20 trimmed or exited — on balance accumulating.
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
BEP’s largest tracked holder by dollar value, BROOKFIELD Corp /ON/, sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BEP 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 2025-Q4 and 2026-Q1, across 256 tracked filers holding BEP, 94 increased or opened the position and 92 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 BEP between the 2025-Q4 and 2026-Q1 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 12
- CIBC Bancorp USA Inc.$26M
- Waratah Capital Advisors Ltd.$16M
- EAGLE GLOBAL ADVISORS LLC$9M
- Foresight Group Ltd Liability Partnership$8M
- NIGHTVIEW CAPITAL, LLC$6M
- PCJ Investment Counsel Ltd.$6M
Full exits 6
- CCLA Investment Management$59M
- CIBC Private Wealth Group LLC$19M
- Ovata Capital Management Ltd$5M
- Arosa Capital Management LP$4M
- MIRABELLA FINANCIAL SERVICES LLP$2M
- Gunderson Capital Management Inc.$1M
Largest adds
- BROOKFIELD Corp /ON/$461M
- ROYAL BANK OF CANADA$96M
- Connor, Clark & Lunn Investment Management Ltd.$66M
- BANK OF MONTREAL /CAN/$58M
- MORGAN STANLEY$41M
- JPMORGAN CHASE & CO$38M
Largest trims
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$11M
- CITADEL ADVISORS LLC$10M
- Point72 Asset Management, L.P.$7M
- TORONTO DOMINION BANK$7M
- CREDIT INDUSTRIEL ET COMMERCIAL$6M
- INTACT INVESTMENT MANAGEMENT INC.$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BROOKFIELD Corp /ON/ | 81,306,719 | $2.7B | 43.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 17,590,382 | $574M | 9.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 8,769,824 | $286M | 4.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 8,720,826 | $285M | 4.7% | 2026-Q1 |
| FIL Ltd trimmed | 8,118,311 | $265M | 4.4% | 2026-Q1 |
| MORGAN STANLEY added | 4,596,701 | $150M | 2.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 4,288,912 | $140M | 2.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 4,220,282 | $138M | 2.3% | 2026-Q1 |
| CIBC Asset Management Inc trimmed | 3,894,157 | $127M | 2.1% | 2026-Q1 |
| TD Asset Management Inc added | 2,903,094 | $94M | 1.6% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 2,878,619 | $94M | 1.5% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 2,746,924 | $89M | 1.5% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 2,723,808 | $89M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,894,630 | $62M | 1.0% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 1,878,324 | $61M | 1.0% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 1,411,854 | $46M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,394,208 | $44M | 0.7% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 1,148,128 | $37M | 0.6% | 2026-Q1 |
| AGF MANAGEMENT LTD added | 1,080,354 | $36M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,070,294 | $35M | 0.6% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 1,052,174 | $34M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,043,242 | $34M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 973,260 | $32M | 0.5% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 787,431 | $26M | 0.4% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. trimmed | 783,147 | $26M | 0.4% | 2026-Q1 |
| BOWEN HANES & CO INC | 780,705 | $25M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 778,144 | $25M | 0.4% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 699,257 | $23M | 0.4% | 2026-Q1 |
| Liontrust Investment Partners LLP | 786,251 | $21M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 646,519 | $21M | 0.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 646,854 | $21M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 602,416 | $20M | 0.3% | 2026-Q1 |
| LINCLUDEN MANAGEMENT LTD trimmed | 572,389 | $19M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 510,435 | $17M | 0.3% | 2026-Q1 |
| Waratah Capital Advisors Ltd. added | 488,000 | $16M | 0.3% | 2026-Q1 |
| Purpose Unlimited Inc. added | 471,975 | $15M | 0.3% | 2026-Q1 |
| COMMERCE BANK | 468,575 | $15M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 454,648 | $15M | 0.2% | 2026-Q1 |
| UBS Group AG added | 445,565 | $15M | 0.2% | 2026-Q1 |
| Alberta Investment Management Corp added | 445,247 | $15M | 0.2% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 441,166 | $14M | 0.2% | 2026-Q1 |
| Advisors Capital Management, LLC added | 411,821 | $13M | 0.2% | 2026-Q1 |
| Beutel, Goodman & Co Ltd. trimmed | 344,295 | $11M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 343,545 | $11M | 0.2% | 2026-Q1 |
| Deltroit Asset Management (UK) LLP trimmed | 291,396 | $10M | 0.2% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC new | 290,400 | $9M | 0.2% | 2026-Q1 |
| Rempart Asset Management Inc. trimmed | 270,514 | $9M | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 255,159 | $8M | 0.1% | 2026-Q1 |
| Foresight Group Ltd Liability Partnership new | 213,209 | $8M | 0.1% | 2026-Q1 |
| NewGen Asset Management Ltd | 239,500 | $8M | 0.1% | 2026-Q1 |
| Northwest & Ethical Investments L.P. added | 235,440 | $8M | 0.1% | 2026-Q1 |
| SIG North Trading, ULC trimmed | 218,648 | $7M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 198,546 | $6M | 0.1% | 2026-Q1 |
| NIGHTVIEW CAPITAL, LLC added | 172,167 | $6M | 0.1% | 2026-Q1 |
| PCJ Investment Counsel Ltd. new | 170,580 | $6M | 0.1% | 2026-Q1 |
| WHITEBOX ADVISORS LLC | 170,000 | $6M | 0.1% | 2026-Q1 |
| CREDIT INDUSTRIEL ET COMMERCIAL trimmed | 165,530 | $5M | 0.1% | 2026-Q1 |
| Groupe la Francaise added | 159,894 | $5M | 0.1% | 2026-Q1 |
| Northern Right Capital Management, L.P. trimmed | 159,439 | $5M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 139,701 | $5M | 0.1% | 2026-Q1 |
| DAVIS-REA LTD. trimmed | 138,822 | $5M | 0.1% | 2026-Q1 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 131,804 | $4M | 0.1% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. trimmed | 125,800 | $4M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 121,582 | $4M | 0.1% | 2026-Q1 |
| Tacita Capital Inc trimmed | 113,880 | $4M | 0.1% | 2026-Q1 |
| Gold Investment Management Ltd. added | 104,790 | $3M | 0.1% | 2026-Q1 |
| EPIQ PARTNERS, LLC trimmed | 92,457 | $3M | 0.0% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 88,627 | $3M | 0.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 79,964 | $3M | 0.0% | 2026-Q1 |
| BROWN ADVISORY INC added | 79,911 | $3M | 0.0% | 2026-Q1 |
| MAI Capital Management added | 78,112 | $3M | 0.0% | 2026-Q1 |
| Edgemoor Investment Advisors, Inc. added | 77,112 | $3M | 0.0% | 2026-Q1 |
| NINE MASTS CAPITAL Ltd trimmed | 72,918 | $2M | 0.0% | 2026-Q1 |
| SCS Capital Management LLC added | 72,753 | $2M | 0.0% | 2026-Q1 |
| Fort Sheridan Advisors LLC added | 68,428 | $2M | 0.0% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 67,758 | $2M | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 65,934 | $2M | 0.0% | 2026-Q1 |
| SFE Investment Counsel trimmed | 65,845 | $2M | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 65,217 | $2M | 0.0% | 2026-Q1 |
| LPL Financial LLC added | 63,265 | $2M | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 60,189 | $2M | 0.0% | 2026-Q1 |
| BCV Asset Management Inc. new | 60,718 | $2M | 0.0% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 57,506 | $2M | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 53,847 | $2M | 0.0% | 2026-Q1 |
| PFG Investments, LLC trimmed | 52,633 | $2M | 0.0% | 2026-Q1 |
| Texas Yale Capital Corp. | 49,350 | $2M | 0.0% | 2026-Q1 |
| XTX Topco Ltd added | 49,099 | $2M | 0.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 48,234 | $2M | 0.0% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 47,882 | $2M | 0.0% | 2026-Q1 |
| CCLA Investment Management trimmed | 2,199,682 | $59M | 1.0% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 706,122 | $19M | 0.3% | 2025-Q4 stale |
| Ovata Capital Management Ltd added | 180,781 | $5M | 0.1% | 2025-Q4 stale |
| Arosa Capital Management LP new | 155,000 | $4M | 0.1% | 2025-Q4 stale |
| NICOLA WEALTH MANAGEMENT LTD. trimmed | 110,000 | $3M | 0.0% | 2025-Q2 stale |
| Point72 Europe (London) LLP trimmed | 96,400 | $2M | 0.0% | 2025-Q3 stale |
| TEMA ETFS LLC new | 83,130 | $2M | 0.0% | 2025-Q2 stale |
| NEOS Investment Management LLC trimmed | 72,683 | $2M | 0.0% | 2025-Q2 stale |
| Guardian Partners Inc. trimmed | 64,258 | $2M | 0.0% | 2025-Q3 stale |
| MIRABELLA FINANCIAL SERVICES LLP trimmed | 62,600 | $2M | 0.0% | 2025-Q4 stale |
| APG Asset Management N.V. | 74,776 | $2M | 0.0% | 2025-Q1 stale |
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.
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.