Institutional Ownership Brookfield Business Partners L.P. (BBU)
This table provides information about the institutional ownership of Brookfield Business Partners L.P. (BBU). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 76.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$760
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
21
shares
|
$532
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20
shares
|
$507
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
18
shares
|
$456
0.0% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
16
shares
|
$405
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
14
shares
|
$354
0.0% of portfolio
|
Q2 2024
Reduced 99.23%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6
shares
|
$152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5
shares
|
$126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
4
shares
|
$101
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4
shares
|
$101
0.0% of portfolio
|
Q1 2025
Reduced 98.03%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3
shares
|
$76
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2
shares
|
$50
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|