Who owns BEPC
Which tracked institutional funds hold BEPC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BEPC 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.
How the tape is positioned
73 tracked funds added or opened BEPC while 105 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
BEPC’s largest tracked holder by dollar value, Clearbridge Investments, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BEPC 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 406 tracked filers holding BEPC, 210 increased or opened the position and 194 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 BEPC 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 20
- MACKENZIE FINANCIAL CORP$18M
- Foresight Group Ltd Liability Partnership$9M
- LGT Group Foundation$6M
- Trexquant Investment LP$5M
- PICTON MAHONEY ASSET MANAGEMENT$2M
- LMR Partners LLP$2M
Full exits 22
- Robeco Schweiz AG$53M
- Amundi$23M
- Edgestream Partners, L.P.$10M
- Ninety One UK Ltd$7M
- NATURAL INVESTMENTS, LLC$3M
- HighTower Advisors, LLC$2M
Largest adds
- D. E. Shaw & Co., Inc.$54M
- CITADEL ADVISORS LLC$23M
- NORGES BANK$18M
- Oak Grove Capital LLC$16M
- Legal & General Group Plc$8M
- LOS ANGELES CAPITAL MANAGEMENT LLC$7M
Largest trims
- Brookfield Corp /ON/$27M
- PRINCIPAL FINANCIAL GROUP INC$27M
- FMR LLC$21M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$16M
- PARNASSUS INVESTMENTS, LLC$14M
- MORGAN STANLEY$13M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Clearbridge Investments, LLC added | 10,341,055 | $384M | 10.0% | 2026-Q2 |
| Brookfield Corp /ON/ | 10,094,152 | $375M | 9.8% | 2026-Q2 |
| PARNASSUS INVESTMENTS, LLC trimmed | 5,028,808 | $187M | 4.9% | 2026-Q2 |
| Legal & General Group Plc added | 4,594,883 | $171M | 4.5% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 4,583,097 | $170M | 4.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,969,576 | $148M | 3.9% | 2026-Q2 |
| BlackRock, Inc. added | 3,463,244 | $129M | 3.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 3,335,117 | $124M | 3.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 3,017,418 | $112M | 2.9% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 2,701,204 | $100M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,217,815 | $82M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,190,576 | $81M | 2.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,004,204 | $74M | 1.9% | 2026-Q2 |
| Advisors Capital Management, LLC added | 1,806,688 | $67M | 1.8% | 2026-Q2 |
| NORGES BANK added | 1,800,168 | $67M | 1.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,670,298 | $62M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,634,998 | $61M | 1.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,548,497 | $57M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,501,708 | $56M | 1.5% | 2026-Q2 |
| STATE STREET CORP added | 1,404,353 | $52M | 1.4% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 1,391,791 | $51M | 1.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,382,253 | $51M | 1.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,341,214 | $50M | 1.3% | 2026-Q2 |
| FMR LLC trimmed | 1,232,742 | $46M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,221,278 | $45M | 1.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 1,129,513 | $40M | 1.0% | 2026-Q2 |
| Epoch Investment Partners, Inc. trimmed | 1,015,000 | $38M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 961,115 | $36M | 0.9% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 946,066 | $33M | 0.9% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 915,321 | $34M | 0.9% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 913,161 | $34M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 905,095 | $34M | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 883,115 | $33M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 859,212 | $32M | 0.8% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 765,374 | $27M | 0.7% | 2026-Q2 |
| UBS Group AG added | 669,863 | $25M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 634,999 | $24M | 0.6% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 619,516 | $23M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 589,488 | $22M | 0.6% | 2026-Q2 |
| NEW SOUTH CAPITAL MANAGEMENT INC added | 551,894 | $20M | 0.5% | 2026-Q2 |
| TD Asset Management Inc trimmed | 526,525 | $20M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 514,047 | $19M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 499,990 | $19M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 491,233 | $18M | 0.5% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 488,536 | $18M | 0.5% | 2026-Q2 |
| Oak Grove Capital LLC added | 486,100 | $18M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 459,003 | $17M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 455,212 | $17M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 446,750 | $17M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 435,636 | $16M | 0.4% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 397,517 | $15M | 0.4% | 2026-Q2 |
| Cannell & Spears LLC added | 364,308 | $14M | 0.4% | 2026-Q2 |
| Washington Trust Advisors, Inc. trimmed | 362,218 | $13M | 0.4% | 2026-Q2 |
| Man Group plc trimmed | 336,131 | $12M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP new | 332,160 | $18M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 326,160 | $12M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 319,443 | $12M | 0.3% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 312,909 | $12M | 0.3% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC trimmed | 307,006 | $11M | 0.3% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 295,300 | $11M | 0.3% | 2026-Q2 |
| AVIVA PLC added | 295,215 | $11M | 0.3% | 2026-Q2 |
| Rempart Asset Management Inc. trimmed | 286,535 | $11M | 0.3% | 2026-Q2 |
| Quantbot Technologies LP added | 278,812 | $10M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 273,218 | $10M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 270,938 | $10M | 0.3% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 258,321 | $10M | 0.3% | 2026-Q2 |
| Foresight Group Ltd Liability Partnership added | 253,428 | $9M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 251,548 | $9M | 0.2% | 2026-Q2 |
| ASR Vermogensbeheer N.V. trimmed | 241,235 | $9M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 224,791 | $8M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 217,286 | $8M | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 214,136 | $8M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 203,883 | $8M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 203,795 | $8M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 200,460 | $7M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 176,633 | $7M | 0.2% | 2026-Q2 |
| LGT Group Foundation new | 172,505 | $6M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 170,451 | $6M | 0.2% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 161,498 | $6M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 157,202 | $6M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 154,171 | $6M | 0.1% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 152,397 | $6M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 151,718 | $6M | 0.1% | 2026-Q2 |
| NIA IMPACT ADVISORS, LLC added | 145,697 | $5M | 0.1% | 2026-Q2 |
| Trexquant Investment LP added | 137,451 | $5M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 136,271 | $5M | 0.1% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 131,850 | $5M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 130,541 | $5M | 0.1% | 2026-Q2 |
| MIROVA added | 130,361 | $5M | 0.1% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 129,478 | $5M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 124,275 | $5M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 123,847 | $5M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 122,538 | $5M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 121,231 | $5M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 120,243 | $4M | 0.1% | 2026-Q2 |
| Harvest Portfolios Group Inc. added | 119,057 | $4M | 0.1% | 2026-Q2 |
| Green Alpha Advisors, LLC trimmed | 117,911 | $4M | 0.1% | 2026-Q2 |
| LBP AM SA trimmed | 116,859 | $4M | 0.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 116,072 | $4M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 113,160 | $4M | 0.1% | 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.
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.