Brookfield Wealth Solutions Ownership | Who Owns Brookfield Wealth Solutions?

Brookfield Wealth Solutions Ownership Summary

Brookfield Wealth Solutions is owned by 7.63% institutional investors, 22.85% insiders, and 69.52% retail investors. Partners value investments lp is the largest institutional shareholder, holding 5.08% of BNT shares.

BNT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Brookfield Wealth Solutions	7.63%	22.85%	69.52%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Diversified Insurance Stocks	41.36%	7.12%	51.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Partners value investments lp	8.21M	5.08%	$562.55M
Brookfield corp /on/	903.84K	0.56%	$61.90M
Royal bank of canada	585.38K	0.36%	$40.09M
Bank of nova scotia	500.00K	0.31%	$34.28M
Principal financial group	279.95K	0.17%	$19.17M
Vanguard group	265.71K	0.16%	$18.22M
Montrusco bolton investments	134.44K	0.08%	$9.22M
Toronto dominion bank	109.05K	0.07%	$7.47M
Tandem capital management corp /adv	107.08K	0.07%	$7.33M
Goldman sachs group	104.62K	0.06%	$7.17M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Partners value investments lp	8.21M	5.21%	$562.55M
Tandem capital management corp /adv	107.08K	3.41%	$7.33M
Searle	22.65K	0.41%	$1.55M
Triasima portfolio management	25.14K	0.26%	$1.72M
Santa monica partners lp	4.60K	0.18%	$315.00K
Broad run investment management	15.72K	0.18%	$1.08M
Schwartz investment counsel	53.20K	0.12%	$3.64M
Montrusco bolton investments	134.44K	0.11%	$9.22M
Brookfield corp /on/	903.84K	0.07%	$61.90M
Leavell investment management	24.52K	0.07%	$1.68M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	265.71K	0.00%	249.17K
Goldman sachs group	104.62K	0.00%	49.75K
Ossiam	32.35K	0.03%	32.35K
Geode capital management	28.75K	0.00%	14.57K
Legal & general group	75.14K	0.00%	12.37K

Top Sellers

Holder	Shares	% Assets	Change
National bank of canada /fi/	5.62K	0.00%	-70.29K
Toronto dominion bank	109.05K	0.01%	-57.69K
Ci investments	96.27K	0.02%	-54.41K
Td asset management	69.33K	0.00%	-42.78K
Schwartz investment counsel	53.20K	0.12%	-31.52K

New Positions

Holder	Shares	% Assets	Change	Value
Ossiam	32.35K	0.03%	32.35K	$2.22M
Trexquant investment lp	6.04K	0.00%	6.04K	$413.68K
Amundi	4.92K	0.00%	4.92K	$334.43K
Cubist systematic strategies	3.63K	0.00%	3.63K	$248.89K
Xtx topco	3.44K	0.01%	3.44K	$235.61K

Sold Out

Holder	Change
Ancora advisors	-1.00
Manchester capital management	-2.00
Loring wolcott & coolidge fiduciary advisors llp/ma	-3.00
Washington trust	-3.00
Clearstead advisors	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	111	3.74%	12,339,486	0.47%	7	29.78%	44	25.71%	36	20.00%
Jun 30, 2025	107	3.88%	12,282,150	-9.37%	5	16.22%	35	20.69%	30	11.11%
Mar 31, 2025	103	0.98%	13,552,171	4.01%	5	7.44%	29	-17.14%	27	12.50%
Dec 31, 2024	102	2.00%	13,030,057	9.15%	8	10.06%	34	-26.09%	24	4.35%
Sep 30, 2024	100	4.17%	11,937,575	190.76%	9	162.96%	46	17.95%	23	15.00%

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 09, 2006	SPIEGEL JOHN W	-	Buy	$49.25K
Dec 19, 2005	PRICE MICHAEL DENNIS	VP, CFO, Secretary & Treasurer	Sell	$17.01K
Dec 19, 2005	PRICE MICHAEL DENNIS	VP, CFO, Secretary & Treasurer	Sell	$34.08K
Dec 19, 2005	PRICE MICHAEL DENNIS	VP, CFO, Secretary & Treasurer	Sell	$3.42K
Dec 19, 2005	PRICE MICHAEL DENNIS	VP, CFO, Secretary & Treasurer	Sell	$132.60K

BNT Ownership FAQ

Who Owns Brookfield Wealth Solutions?

Brookfield Wealth Solutions shareholders are primarily institutional investors at 7.63%, followed by 22.85% insiders and 69.52% retail investors. The average institutional ownership in Brookfield Wealth Solutions's industry, Diversified Insurance Stocks, is 41.36%, which Brookfield Wealth Solutions falls below.

Who owns the most shares of Brookfield Wealth Solutions?

Brookfield Wealth Solutions’s largest shareholders are Partners value investments lp (8.21M shares, 5.08%), Brookfield corp /on/ (903.84K shares, 0.56%), and Royal bank of canada (585.38K shares, 0.36%). Together, they hold 6.00% of Brookfield Wealth Solutions’s total shares outstanding.

Does Blackrock own Brookfield Wealth Solutions?

BlackRock is not among the top 10 institutional shareholders of Brookfield Wealth Solutions.

Who is Brookfield Wealth Solutions’s biggest shareholder by percentage of total assets invested?

Partners value investments lp is Brookfield Wealth Solutions’s biggest shareholder by percentage of total assets invested, with 5.21% of its assets in 8.21M Brookfield Wealth Solutions shares, valued at 562.55M$.

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