BBU — BROOKFIELD BUSINESS PARTNERS
Reported value held$61.08M
Funds holding (latest)19
Sector—
BBU (BROOKFIELD BUSINESS PARTNERS) is tracked on HoldingsHub across five years of quarterly 13F filings. 19 funds have reported positions historically, with the sum of their latest reported stakes valued at $61.08M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q4 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 1.01M | $35.48M | 0.01% | Add |
| Morgan Stanley history | 252.70K | $8.90M | 0.00% | Add |
| Goldman Sachs Group history | 64.94K | $2.29M | 0.00% | Add |
| Bank of America Corp history | 44.03K | $1.55M | 0.00% | Add |
| Manulife Financial history | 39.70K | $1.41M | 0.00% | Reduce |
| Citadel Advisors history | 19.86K | $698.93K | 0.00% | New |
| Citigroup Inc history | 4.38K | $155.02K | 0.00% | New |
| UBS Group AG history | 1.58K | $55.79K | 0.00% | Reduce |
| Wells Fargo & Co history | 200 | $7.05K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $35 | 0.00% | Hold |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 322.90K | $10.53M | 0.00% | Add |
| Legal & General Investment Management America history | 130.62K | $4.29M | 0.00% | Add |
| Morgan Stanley history | 118.89K | $3.88M | 0.00% | Reduce |
| Manulife Financial history | 39.91K | $1.31M | 0.00% | Add |
| Goldman Sachs Group history | 30.68K | $1.00M | 0.00% | Add |
| UBS Group AG history | 11.81K | $385.09K | 0.00% | Reduce |
| BNY Mellon history | 7.36K | $239.91K | 0.00% | New |
| Bank of America Corp history | 507 | $16.53K | 0.00% | Reduce |
| Wells Fargo & Co history | 202 | $6.58K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $33 | 0.00% | Hold |
Q2 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Legal & General Investment Management America history | 129.89K | $3.37M | 0.00% | New |
| Morgan Stanley history | 122.79K | $3.18M | 0.00% | Add |
| JPMorgan Chase & Co history | 36.03K | $934.18K | 0.00% | Add |
| Manulife Financial history | 32.57K | $842.91K | 0.00% | Reduce |
| Citadel Advisors history | 29.99K | $777.56K | 0.00% | Reduce |
| UBS Group AG history | 18.92K | $490.65K | 0.00% | Add |
| Goldman Sachs Group history | 13.55K | $351.40K | 0.00% | New |
| Bank of America Corp history | 1.21K | $31.32K | 0.00% | Add |
| Wells Fargo & Co history | 219 | $5.69K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1 | $26 | 0.00% | Hold |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 108.88K | $2.55M | 0.00% | Add |
| Manulife Financial history | 36.48K | $858.85K | 0.00% | Reduce |
| Citadel Advisors history | 36.01K | $844.89K | 0.00% | Reduce |
| BNY Mellon history | 19.80K | $464.56K | 0.00% | Add |
| JPMorgan Chase & Co history | 4.89K | $114.77K | 0.00% | Add |
| UBS Group AG history | 2.30K | $53.96K | 0.00% | Hold |
| Wells Fargo & Co history | 18 | $425 | 0.00% | Reduce |
| Bank of America Corp history | 4 | $94 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $23 | 0.00% | Hold |
Q4 2024 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 41.79K | $986.95K | 0.00% | Add |
| Morgan Stanley history | 39.98K | $936.22K | 0.00% | Add |
| Citadel Advisors history | 38.44K | $900.31K | 0.00% | Reduce |
| BNY Mellon history | 17.72K | $415.10K | 0.00% | Add |
| Principal Global Investors history | 9.14K | $213.99K | 0.00% | Reduce |
| UBS Group AG history | 2.30K | $53.87K | 0.00% | Reduce |
| Bank of America Corp history | 203 | $4.75K | 0.00% | Add |
| JPMorgan Chase & Co history | 70 | $1.64K | 0.00% | Reduce |
| Wells Fargo & Co history | 34 | $791 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1 | $24 | 0.00% | Hold |
Q3 2024 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 117.19K | $2.73M | 0.00% | Add |
| Manulife Financial history | 40.65K | $953.69K | 0.00% | Hold |
| Citadel Advisors history | 40.63K | $946.80K | 0.00% | Add |
| Morgan Stanley history | 24.60K | $573.13K | 0.00% | Reduce |
| BNY Mellon history | 16.28K | $379.22K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.82K | $65.68K | 0.00% | Reduce |
| UBS Group AG history | 2.38K | $55.38K | 0.00% | Add |
| Wells Fargo & Co history | 19 | $442 | 0.00% | Reduce |
| Bank of America Corp history | 3 | $70 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $23 | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1.01M | 322.90K | 36.03K | 4.89K | 70 | 2.82K | 17.90K | 3.50K | 57 | 242 | 484 | 95 | 6.14K | 5.99K | 73 | 73 | 73 | 252 |
| Morgan Stanley | 252.70K | 118.89K | 122.79K | 108.88K | 39.98K | 24.60K | 51.09K | 40.73K | 26.77K | 34.27K | 35.77K | 7.19K | 124.64K | 118.57K | 14.22K | 8.93K | 18.43K | 16.08K |
| Goldman Sachs Group | 64.94K | 30.68K | 13.55K | — | — | — | — | — | — | 17.61K | — | — | — | — | — | — | — | — |
| Bank of America Corp | 44.03K | 507 | 1.21K | 4 | 203 | 3 | 119 | 311 | 301 | 290 | 290 | 290 | 922 | 2.17K | 2.24K | 8.16K | 1.75K | 2.61K |
| Manulife Financial | 39.70K | 39.91K | 32.57K | 36.48K | 41.79K | 40.65K | 40.73K | 40.12K | 36.03K | 35.75K | 425.93K | 637.78K | 608.23K | 328.15K | 329.50K | 425.24K | 569.32K | 617.34K |
| Citadel Advisors | 19.86K | — | 29.99K | 36.01K | 38.44K | 40.63K | 19.53K | 27.28K | 12.30K | 13.17K | 18.74K | — | — | — | 20.35K | 7.17K | 26.93K | 29.82K |
| Citigroup Inc | 4.38K | — | — | — | — | — | — | 136.44K | 68.44K | 68.44K | 68.44K | 68.44K | 68.45K | 68.44K | 68.44K | 68.44K | 68.44K | 68.44K |
| UBS Group AG | 1.58K | 11.81K | 18.92K | 2.30K | 2.30K | 2.38K | 2.25K | 7.35K | 2.63K | 3.63K | 3.69K | 3.68K | 7.88K | 3.69K | 12.90K | 6.13K | 4.67K | 4.14K |
| Wells Fargo & Co | 200 | 202 | 219 | 18 | 34 | 19 | 20 | 36 | 133 | 132 | 405 | 3.12K | 5.55K | 20.50K | 32.40K | 43.00K | 4.98K | 9.28K |
| Fidelity Management & Research (FMR) | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 1 | 1 | 1 | 1 | 1 | 2 | 1 | 1 | 1 | — | — |
| BNY Mellon | — | 7.36K | — | 19.80K | 17.72K | 16.28K | 16.27K | — | — | — | — | — | — | — | — | — | — | — |
| Legal & General Investment Management America | — | 130.62K | 129.89K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity International (FIL) | — | — | — | — | — | — | — | 2.28K | 1.32K | 1.31K | 1.22K | 1.26K | 1.47K | 987 | — | — | — | — |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | 9 | — | — | — | — | 15.33K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | 16.43K | 23.90K | 38.70K | 32.70K | 82.70K | 52.20K |
| Invesco Ltd | — | — | — | — | — | — | — | 157.07K | 264.93K | 237.10K | 231.22K | 169.88K | 226.97K | 154.05K | 170.93K | 129.66K | 135.51K | 97.55K |
| PNC Financial Services | — | — | — | — | — | — | — | 200 | 400 | 400 | 200 | 200 | 200 | 200 | 200 | 200 | 242 | 242 |
| Principal Global Investors | — | — | — | — | 9.14K | 117.19K | 90.24K | 88.43K | 65.18K | 65.18K | 36.63K | 24.03K | 24.03K | 18.69K | — | — | — | — |
| PSP Investments | — | — | — | — | — | — | — | — | 109.55K | 105.53K | 126.65K | 123.64K | 122.14K | 122.14K | 130.35K | 134.21K | 146.58K | 150.41K |