BROOKFIELD RENEWABLE ENERGY (BEP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Brookfield Corp /ON/ | $2.8B | 81,306,719 | 3.67% | 31q | HELD |
| ROYAL BANK OF CANADA | $548.5M incl. $24.3M options PUT | 15,093,939 | 0.08% | 31q | -14.2%-$90.7M |
| PRINCIPAL FINANCIAL GROUP INC | $355.4M | 10,232,351 | 0.17% | 31q | +16.7%+$50.8M |
| BANK OF MONTREAL /CAN/ | $282.3M | 8,149,658 | 0.09% | 31q | -6.5%-$19.8M |
| FIL Ltd | $264.1M | 7,616,731 | 0.19% | 31q | -6.2%-$17.4M |
| MORGAN STANLEY | $236.1M | 6,797,319 | 0.01% | 35q | +47.9%+$76.4M |
| Connor, Clark & Lunn Investment Management Ltd. | $162.9M | 4,706,519 | 0.31% | 30q | +9.7%+$14.5M |
| UBS Group AG | $133.2M | 3,834,560 | 0.02% | 31q | +760.6%+$117.7M |
| CIBC Asset Management Inc | $120.1M | 3,470,804 | 0.26% | 31q | -10.9%-$14.7M |
| TD Asset Management Inc | $105.4M | 3,041,490 | 0.09% | 31q | +4.8%+$4.8M |
| SCOTIA CAPITAL INC. | $103.8M | 3,003,137 | 0.39% | 31q | +4.3%+$4.3M |
| CIBC WORLD MARKET INC. | $96.6M | 2,789,259 | 0.16% | 31q | +2.4%+$2.3M |
| NATIONAL BANK OF CANADA /FI/ | $94.5M | 2,745,280 | 0.07% | 19q | HELD |
| PICTON MAHONEY ASSET MANAGEMENT | $76.7M | 2,219,312 | 0.57% | 5q | +18.2%+$11.8M |
| GOLDMAN SACHS GROUP INC | $70.1M | 2,017,453 | 0.01% | 31q | +93.4%+$33.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $69.6M | 2,010,658 | 0.05% | 31q | +233.8%+$48.7M |
| STATE OF WISCONSIN INVESTMENT BOARD | $67.9M | 1,955,423 | 0.14% | 4q | -53.7%-$78.7M |
| AMERIPRISE FINANCIAL INC | $59.0M | 1,697,893 | 0.01% | 27q | -10.4%-$6.8M |
| JPMORGAN CHASE & CO | $48.9M | 1,400,731 | 0.00% | 25q | HELD |
| TD Waterhouse Canada Inc. | $36.9M | 1,072,131 | 0.10% | 19q | +1.9%+$687.6K |
| AGF MANAGEMENT LTD | $36.0M | 1,014,548 | 0.14% | 15q | -6.1%-$2.3M |
| BANK OF NOVA SCOTIA | $32.4M | 935,316 | 0.05% | 22q | -18.5%-$7.4M |
| CITIGROUP INC | $32.4M | 933,587 | 0.01% | 31q | +20.0%+$5.4M |
| SIG North Trading, ULC | $31.6M incl. $30.3M options CALL+PUT | 38,878 | 0.58% | 5q | -82.2%-$146.2M |
| 1832 Asset Management L.P. | $31.4M | 902,926 | 0.02% | 31q | +918.8%+$28.3M |
| CIBC Bancorp USA Inc. | $26.4M | 760,299 | 0.03% | 2q | -3.4%-$942.3K |
| FIRST TRUST ADVISORS LP | $26.3M | 756,757 | 0.02% | 31q | +17.1%+$3.8M |
| TORONTO DOMINION BANK | $25.5M incl. $893.8K options CALL+PUT | 710,619 | 0.03% | 31q | -49.7%-$25.2M |
| BOWEN HANES & CO INC | $25.5M | 780,705 | 0.62% | 31q | HELD |
| Oak Grove Capital LLC | $24.3M | 699,800 | 1.16% | 2q | +1717.7%+$23.0M |
| INTACT INVESTMENT MANAGEMENT INC. | $23.9M | 690,047 | 0.68% | 8q | -11.9%-$3.2M |
| Federation des caisses Desjardins du Quebec | $22.7M | 658,811 | 0.07% | 38q | +1.8%+$412.6K |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | $20.8M | 422,025 | 2.04% | 11q | -26.3%-$7.4M |
| Invesco Ltd. | $20.7M | 596,554 | 0.00% | 31q | -44.3%-$16.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $20.5M | 591,888 | 0.13% | 31q | +34.2%+$5.2M |
| Clearbridge Investments, LLC | $20.0M | 574,669 | 0.02% | 31q | -17.8%-$4.3M |
| Rockefeller Capital Management L.P. | $17.6M | 507,717 | 0.03% | 31q | -0.5%-$94.4K |
| Purpose Unlimited Inc. | $16.5M | 475,615 | 0.63% | 3q | +0.8%+$126.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.4M CALL+PUT | options only | 0.00% | 22q | OPTIONS |
| Advisors Capital Management, LLC | $14.0M | 404,122 | 0.15% | 11q | -1.9%-$267.4K |
| Waratah Capital Advisors Ltd. | $13.5M | 388,000 | 0.46% | 2q | -20.5%-$3.5M |
| BNP PARIBAS FINANCIAL MARKETS | $13.2M | 380,045 | 0.00% | 30q | +327525.0%+$13.2M |
| CITADEL ADVISORS LLC | $12.2M incl. $1.8M options CALL+PUT | 300,891 | 0.00% | 23q | +458.8%+$10.0M |
| DAVENPORT & Co LLC | $11.9M | 343,045 | 0.06% | 21q | HELD |
| Beutel, Goodman & Co Ltd. | $11.7M | 336,133 | 0.09% | 14q | -2.4%-$282.9K |
| JANE STREET GROUP, LLC | $11.5M incl. $2.0M options CALL+PUT | 271,760 | 0.00% | 23q | +123.5%+$6.3M |
| Alberta Investment Management Corp | $11.3M | 325,247 | 0.06% | 5q | -27.0%-$4.2M |
| EAGLE GLOBAL ADVISORS LLC | $10.1M | 290,400 | 0.33% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $9.4M | 271,327 | 0.00% | 31q | -72.1%-$24.4M |
| Rempart Asset Management Inc. | $9.2M | 265,247 | 1.88% | 23q | -1.9%-$182.3K |
| COMMERCE BANK | $8.0M | 231,375 | 0.04% | 6q | -50.6%-$8.2M |
| FIRST MANHATTAN CO. LLC. | $7.3M | 209,834 | 0.02% | 31q | -17.8%-$1.6M |
| Sequoia Financial Advisors, LLC | $6.9M | 198,536 | 0.03% | 8q | HELD |
| Northern Right Capital Management, L.P. | $6.2M | 179,871 | 1.85% | 6q | +12.8%+$709.6K |
| NIGHTVIEW CAPITAL, LLC | $6.0M | 172,167 | 4.48% | 2q | HELD |
| WHITEBOX ADVISORS LLC | $5.9M | 170,000 | 0.08% | 3q | HELD |
| Groupe la Francaise | $5.6M | 159,894 | 0.07% | 4q | HELD |
| Northwest & Ethical Investments L.P. | $5.1M | 145,380 | 0.12% | 8q | -38.3%-$3.1M |
| RAYMOND JAMES FINANCIAL INC | $4.9M | 142,079 | 0.00% | 7q | +1.7%+$82.6K |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | $4.6M | 131,804 | 2.47% | 28q | HELD |
| CREDIT INDUSTRIEL ET COMMERCIAL | $4.3M | 122,930 | 0.27% | 6q | -25.7%-$1.5M |
| Tacita Capital Inc | $3.8M | 108,580 | 2.04% | 23q | -4.7%-$183.4K |
| Gold Investment Management Ltd. | $3.7M | 107,215 | 1.01% | 11q | +2.3%+$84.1K |
| Alpine Global Management, LLC | $3.5M | 100,000 | 0.56% | new | NEW |
| EPIQ PARTNERS, LLC | $3.1M | 90,149 | 1.33% | 27q | -2.5%-$80.2K |
| MAI Capital Management | $3.1M | 88,757 | 0.01% | 10q | +13.6%+$369.7K |
| MACKENZIE FINANCIAL CORP | $2.9M | 59,245 | 0.00% | 14q | -12.6%-$418.7K |
| Russell Investments Group, Ltd. | $2.8M | 81,445 | 0.00% | 5q | +5627.5%+$2.8M |
| Cambridge Investment Research Advisors, Inc. | $2.8M | 79,360 | 0.00% | 31q | +103.3%+$1.4M |
| BROWN ADVISORY INC | $2.8M | 79,344 | 0.00% | 6q | -0.7%-$19.7K |
| Edgemoor Investment Advisors, Inc. | $2.7M | 79,102 | 0.19% | 20q | +2.6%+$69.1K |
| Cetera Investment Advisers | $2.5M | 73,334 | 0.00% | 10q | -8.3%-$230.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.5M | 73,445 | 0.00% | 8q | +22.0%+$459.5K |
| SCS Capital Management LLC | $2.5M | 72,954 | 0.02% | 6q | HELD |
| Fort Sheridan Advisors LLC | $2.4M | 68,436 | 0.26% | 20q | HELD |
| BCV Asset Management Inc. | $2.4M | 67,889 | 0.07% | 2q | +11.8%+$249.9K |
| Sanctuary Advisors, LLC | $2.3M | 66,585 | 0.01% | 5q | +2.1%+$47.5K |
| K2 PRINCIPAL FUND, L.P. | $2.3M | 65,400 | 0.17% | 3q | -48.0%-$2.1M |
| LPL Financial LLC | $2.2M | 64,566 | 0.00% | 30q | +2.1%+$45.2K |
| SFE Investment Counsel | $2.2M | 64,135 | 0.30% | 31q | -2.6%-$59.4K |
| K.J. Harrison & Partners Inc | $1.9M | 55,512 | 0.27% | new | NEW |
| Texas Yale Capital Corp. | $1.7M | 49,350 | 0.04% | 24q | HELD |
| PFG Investments, LLC | $1.7M | 48,242 | 0.06% | 14q | -8.3%-$152.5K |
| SUMITOMO LIFE INSURANCE CO | $1.7M | 47,700 | 0.03% | new | NEW |
| Arkadios Wealth Advisors | $1.6M | 46,324 | 0.02% | 8q | -0.6%-$9.0K |
| Deltroit Asset Management (UK) LLP | $1.6M | 44,775 | 0.22% | 3q | -84.6%-$8.6M |
| NEUBERGER BERMAN GROUP LLC | $1.5M | 43,247 | 0.00% | 31q | -9.7%-$161.0K |
| SIMPLEX TRADING, LLC | $1.5M CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| HighTower Advisors, LLC | $1.5M | 42,861 | 0.00% | 30q | +2.3%+$33.7K |
| WELLS FARGO & COMPANY/MN | $1.5M | 42,339 | 0.00% | 31q | -35.8%-$819.4K |
| HB Wealth Management, LLC | $1.3M | 37,975 | 0.01% | 4q | HELD |
| STIFEL FINANCIAL CORP | $1.3M | 37,073 | 0.00% | 31q | +3.2%+$40.3K |
| NORTHERN TRUST CORP | $1.3M | 36,999 | 0.00% | 31q | -23.3%-$390.2K |
| EXCHANGE TRADED CONCEPTS, LLC | $1.3M | 36,015 | 0.01% | 2q | -15.9%-$237.3K |
| Arax Advisory Partners | $1.2M | 35,132 | 0.01% | new | NEW |
| NATURAL INVESTMENTS, LLC | $1.1M | 32,860 | 0.25% | 7q | -5.5%-$66.8K |
| Investment Management Corp of Ontario | $1.1M | 32,453 | 0.01% | 3q | -0.6%-$6.9K |
| EVERETT HARRIS & CO /CA/ | $1.0M | 30,000 | 0.01% | 10q | HELD |
| IMC-Chicago, LLC | $1.0M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| PenderFund Capital Management Ltd. | $1.0M | 30,000 | 0.13% | 4q | HELD |
Showing the largest 100 of 258 reported holders. The count of 257 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $126.7M | 4,255,259 | 10 | 14 | 4 | 0.0% |
| Q2 2026 | 257 | $6.5B | 185,931,338 | 25 | 62 | 61 | 1.2% |
| Q1 2026 | 258 | $6.1B | 183,951,413 | 35 | 56 | 62 | 1.3% |
| Q4 2025 | 246 | $5.1B | 187,091,989 | 29 | 60 | 55 | 1.4% |
| Q3 2025 | 234 | $4.4B | 168,432,467 | 26 | 70 | 64 | 0.7% |
| Q2 2025 | 225 | $3.2B | 117,653,408 | 24 | 58 | 60 | 0.9% |
| Q1 2025 | 214 | $7.1B | 318,340,977 | 24 | 58 | 59 | 0.4% |
| Q4 2024 | 220 | $5.8B | 255,160,961 | 13 | 66 | 51 | 0.4% |
| Q3 2024 | 221 | $5.1B | 181,322,822 | 25 | 65 | 54 | 0.3% |
| Q2 2024 | 214 | $2.8B | 110,676,450 | 23 | 58 | 61 | 0.4% |
| Q1 2024 | 213 | $4.4B | 187,858,067 | 21 | 61 | 64 | 0.3% |
| Q4 2023 | 219 | $4.8B | 183,365,830 | 22 | 62 | 63 | 0.2% |
| Q3 2023 | 212 | $4.0B | 181,724,143 | 20 | 62 | 59 | 0.2% |
| Q2 2023 | 218 | $5.3B | 180,855,685 | 9 | 54 | 69 | 0.2% |
| Q1 2023 | 239 | $5.3B | 167,428,679 | 32 | 78 | 57 | 0.2% |
| Q4 2022 | 229 | $4.0B | 156,771,482 | 31 | 51 | 82 | 0.2% |
| Q3 2022 | 226 | $14.5B | 460,384,305 | 20 | 61 | 53 | 0.1% |
| Q2 2022 | 241 | $31.4B | 903,347,760 | 19 | 74 | 53 | 0.0% |
| Q1 2022 | 254 | $37.0B | 898,721,778 | 26 | 61 | 76 | 0.0% |
| Q4 2021 | 250 | $32.2B | 916,132,802 | 21 | 67 | 70 | 0.0% |
| Q3 2021 | 248 | $32.5B | 878,063,460 | 15 | 67 | 67 | 0.0% |
| Q2 2021 | 261 | $33.0B | 850,099,758 | 28 | 82 | 68 | 0.0% |
| Q1 2021 | 260 | $41.2B | 963,648,875 | 39 | 73 | 68 | 0.0% |
| Q4 2020 | 248 | $13.3B | 307,717,406 | 39 | 64 | 74 | 0.0% |
| Q3 2020 | 226 | $49.7B | 952,655,958 | 43 | 69 | 65 | 0.0% |
| Q2 2020 | 198 | $37.1B | 785,652,539 | 38 | 62 | 54 | 0.0% |
| Q1 2020 | 183 | $26.9B | 640,291,243 | 35 | 47 | 57 | 0.0% |
| Q4 2019 | 167 | $25.6B | 551,112,753 | 18 | 47 | 56 | 0.0% |
| Q3 2019 | 154 | $23.4B | 578,715,140 | 24 | 46 | 45 | 0.0% |
| Q2 2019 | 140 | $19.8B | 574,303,564 | 22 | 49 | 34 | 0.0% |
| Q1 2019 | 133 | $17.8B | 558,514,626 | 16 | 39 | 43 | 0.0% |
| Q4 2018 | 120 | $14.1B | 547,020,903 | 2 | 3 | 2 | 0.1% |
