Brookfield Wealth Solutions Ownership | Who Owns Brookfield Wealth Solutions?

Brookfield Wealth Solutions Ownership Summary

Brookfield Wealth Solutions is owned by 5.06% institutional investors, 21.01% insiders, and 73.93% retail investors. Brookfield corp /on/ is the largest institutional shareholder, holding 0.37% of BNT shares.

BNT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Brookfield Wealth Solutions	5.06%	21.01%	73.93%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Brookfield corp /on/	903.84K	0.37%	$55.84M
Bank of nova scotia	500.01K	0.21%	$30.90M
Toronto dominion bank	166.74K	0.07%	$10.28M
Montrusco bolton investments	134.66K	0.06%	$8.31M
Tandem capital management corp /adv	108.07K	0.04%	$6.68M
Canada pension plan investment board	96.49K	0.04%	$5.97M
Schwartz investment counsel	84.72K	0.03%	$5.23M
National bank of canada /fi/	75.91K	0.03%	$4.67M
Mackenzie financial	59.02K	0.02%	$3.65M
Cibc world market	33.32K	0.01%	$2.06M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tandem capital management corp /adv	108.07K	3.38%	$6.68M
Searle	22.65K	0.40%	$1.40M
Triasima portfolio management	25.02K	0.28%	$1.54M
Schwartz investment counsel	84.72K	0.17%	$5.23M
Santa monica partners lp	4.60K	0.17%	$285.00K
Broad run investment management	15.72K	0.15%	$971.24K
Montrusco bolton investments	134.66K	0.09%	$8.31M
Proficio capital partners	23.73K	0.09%	$1.47M
Leavell investment management	26.02K	0.07%	$1.61M
Brookfield corp /on/	903.84K	0.07%	$55.84M

Top Buyers

Holder	Shares	% Assets	Change
Mackenzie financial	59.02K	0.00%	6.59K
Toronto dominion bank	166.74K	0.02%	4.67K
Arkadios wealth advisors	3.35K	0.01%	3.35K
Woodbridge	2.03K	0.00%	2.03K
Strategic wealth partners	1.59K	0.01%	1.59K

Top Sellers

Holder	Shares	% Assets	Change
National bank of canada /fi/	75.91K	0.00%	-181.88K
Montrusco bolton investments	134.66K	0.09%	-33.98K
First trust advisors lp	-	-	-17.57K
Css llc/il	-	-	-12.77K
Jane street group	-	-	-9.00K

New Positions

Holder	Shares	% Assets	Change	Value
Arkadios wealth advisors	3.35K	0.01%	3.35K	$206.96K
Woodbridge	2.03K	0.00%	2.03K	$125.66K
Strategic wealth partners	1.59K	0.01%	1.59K	$98.42K
Raymond james financial	267.00	-	267.00	$16.51K
Newsquare capital	45.00	0.00%	45.00	$2.78K

Sold Out

Holder	Change
Ancora advisors	-1.00
Loring wolcott & coolidge fiduciary advisors llp/ma	-3.00
Washington trust	-3.00
Quent capital	-11.00
Us bancorp \de\	-16.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	96	10.34%	4,105,703	-0.64%	2	29.58%	39	85.71%	20	-31.03%

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 the most shares of Brookfield Wealth Solutions?

Brookfield Wealth Solutions’s largest shareholders are Brookfield corp /on/ (903.84K shares, 0.37%), Bank of nova scotia (500.01K shares, 0.21%), and Toronto dominion bank (166.74K shares, 0.07%). Together, they hold 0.65% 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?

Tandem capital management corp /adv is Brookfield Wealth Solutions’s biggest shareholder by percentage of total assets invested, with 3.38% of its assets in 108.07K Brookfield Wealth Solutions shares, valued at 6.68M$.

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