Brookfield Wealth Solutions Ownership | Who Owns Brookfield Wealth Solutions?

Brookfield Wealth Solutions Ownership Summary

Brookfield Wealth Solutions is owned by 5.60% institutional investors, 22.85% insiders, and 71.56% 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	5.60%	22.85%	71.56%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Diversified Insurance Stocks	36.79%	11.93%	51.28%

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	715.00K	0.23%	$29.68M
Vanguard group	624.30K	0.20%	$28.74M
Principal financial group	362.39K	0.12%	$15.00M
Vanguard fiduciary trust	323.45K	0.11%	$13.43M
Montrusco bolton investments	307.41K	0.10%	$12.72M
Alberta investment management	307.05K	0.10%	$12.75M
Norges bank	211.69K	0.07%	$9.75M

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	150.47K	3.12%	$6.23M
Searle	33.98K	0.35%	$1.41M
Montrusco bolton investments	307.41K	0.19%	$12.72M
Broad run investment management	15.72K	0.18%	$1.08M
Santa monica partners lp	6.90K	0.16%	$287.00K
Schwartz investment counsel	87.40K	0.13%	$3.62M
Proficio capital partners	35.59K	0.08%	$1.47M
Alberta investment management	307.05K	0.08%	$12.75M
Brookfield corp /on/	903.84K	0.07%	$61.90M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	624.30K	0.00%	358.59K
Vanguard fiduciary trust	323.45K	0.00%	323.45K
Alberta investment management	307.05K	0.08%	307.05K
Norges bank	211.69K	0.00%	211.69K
Vanguard global advisers	117.57K	0.00%	117.57K

Top Sellers

Holder	Shares	% Assets	Change
Clearbridge investments	-	-	-62.41K
Toronto dominion bank	109.05K	0.01%	-57.69K
Triasima portfolio management	-	-	-38.33K
Bank of nova scotia	715.00K	0.05%	-35.00K
Ubs group	19.67K	0.00%	-33.27K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	323.45K	0.00%	323.45K	$13.43M
Alberta investment management	307.05K	0.08%	307.05K	$12.75M
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

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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

Who Owns Brookfield Wealth Solutions?

Brookfield Wealth Solutions shareholders are primarily institutional investors at 5.60%, followed by 22.85% insiders and 71.55% retail investors. The average institutional ownership in Brookfield Wealth Solutions's industry, Diversified Insurance Stocks, is 36.79%, 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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