Brookfield Wealth Solutions Ownership | Who Owns Brookfield Wealth Solutions?
Brookfield Wealth Solutions Ownership Summary
Brookfield Wealth Solutions is owned by 5.37% institutional investors, 23.82% insiders, and 70.81% retail investors. Partners value investments lp is the largest institutional shareholder, holding 4.04% of BNT shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 0.13% of its assets in Brookfield Wealth Solutions shares.
BNT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brookfield Wealth Solutions | 5.37% | 23.82% | 70.81% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Diversified Insurance Stocks | 53.43% | 13.63% | 32.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Partners value investments lp | 12.32M | 4.04% | $510.06M |
| Brookfield corp /on/ | 1.36M | 0.44% | $56.13M |
| Royal bank of canada | 860.59K | 0.28% | $35.63M |
| Bank of nova scotia | 715.00K | 0.23% | $29.68M |
| Bank of montreal /can/ | 735.50K | 0.21% | $26.72M |
| Vanguard group | 624.30K | 0.20% | $28.74M |
| Vanguard fiduciary trust | 323.45K | 0.11% | $13.43M |
| Principal financial group | 332.62K | 0.09% | $12.15M |
| Canada pension plan investment board | 215.46K | 0.07% | $8.95M |
| Norges bank | 211.69K | 0.07% | $9.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Partners value investments lp | 12.32M | 5.46% | $510.06M |
| Tandem capital management corp /adv | 150.47K | 3.12% | $6.23M |
| Searle | 33.98K | 0.30% | $1.24M |
| Broad run investment management | 23.58K | 0.17% | $976.25K |
| Santa monica partners lp | 6.90K | 0.15% | $251.00K |
| Schwartz investment counsel | 103.88K | 0.13% | $3.79M |
| Proficio capital partners | 35.59K | 0.08% | $1.47M |
| Brookfield corp /on/ | 1.36M | 0.08% | $56.13M |
| Bank of nova scotia | 715.00K | 0.05% | $29.68M |
| Leavell investment management | 35.91K | 0.05% | $1.31M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of montreal /can/ | 735.50K | 0.01% | 640.05K |
| Vanguard group | 624.30K | 0.00% | 358.59K |
| Vanguard fiduciary trust | 323.45K | 0.00% | 323.45K |
| Norges bank | 211.69K | 0.00% | 211.69K |
| Vanguard global advisers | 117.57K | 0.00% | 117.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alberta investment management | - | - | -307.05K |
| Montrusco bolton investments | - | - | -179.20K |
| Ubs group | 20.38K | 0.00% | -80.05K |
| Clearbridge investments | - | - | -62.41K |
| Triasima portfolio management | - | - | -38.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 323.45K | 0.00% | 323.45K | $13.43M |
| Norges bank | 211.69K | 0.00% | 211.69K | $9.75M |
| Vanguard global advisers | 117.57K | 0.00% | 117.57K | $4.88M |
| Vanguard asset management | 24.70K | 0.00% | 24.70K | $1.03M |
| Two sigma investments, lp | 10.09K | 0.00% | 10.09K | $417.81K |
Sold Out
| Holder | Change |
|---|---|
| Root financial partners | -1.00 |
| Ancora advisors | -1.00 |
| Scarborough advisors | -1.00 |
| Nemes rush group | -1.00 |
| Manchester capital management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 115 | 2.68% | 19,204,871 | -1.30% | 5 | 10.55% | 44 | - | 38 | 35.71% |
| Mar 31, 2026 | 48 | -57.14% | 2,981,756 | -83.94% | - | 2.64% | 21 | -77.89% | 11 | - |
| Dec 31, 2025 | 85 | -28.57% | 17,063,424 | 38.18% | 5 | 9.59% | 72 | 56.52% | 9 | -76.32% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Intl Stock Index Inv | 390.86K | 0.13% | - |
| CI North Amer Sm/Mid Cap Eq Fd (Ser F U) | 358.51K | 0.12% | - |
| Vanguard Developed Markets Index Admiral | 259.97K | 0.09% | - |
| Principal Aligned MidCap Equity | 232.78K | 0.09% | - |
| Principal MidCap R5 | 229.88K | 0.08% | - |
| Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 193.76K | 0.07% | - |
| Montrusco Bolton Canadian Small Cap | 138.31K | 0.05% | -1.60K |
| Ave Maria Growth Focused | 103.88K | 0.03% | 5.00K |
| Vanguard FTSE All-Wld ex-US SmCp Idx Ins | 96.86K | 0.03% | -7.85K |
| Vanguard FTSE Canada All Cap ETF | 92.20K | 0.03% | 1.21K |
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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2008 Q3 | - | - |
| 2008 Q2 | - | - |
| 2008 Q1 | - | - |
| 2007 Q2 | - | - |
BNT Ownership FAQ
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