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Brookfield Wealth Solutions (BNT) Institutional Ownership

Brookfield Wealth Solutions logo
$37.09 -0.08 (-0.22%)
Closing price 09/16/2026 03:59 PM Eastern
Extended Trading
$37.02 -0.07 (-0.18%)
As of 09/16/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Brookfield Wealth Solutions (NYSE:BNT)

Current
Institutional Ownership
Percentage
20.31%
Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$288.74M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$19.05M
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BNT Institutional Buying and Selling by Quarter

Brookfield Wealth Solutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Sequoia Financial Advisors LLC9,054$386K0.0%-37.8%0.003%
9/8/2026 Waverly Advisors LLC4,728$202K0.0%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio8,487$362K0.0%N/A0.003%
5/19/2026 Bank of America Corp DE13,622$564K0.0%-35.9%0.004%
5/18/2026 EverSource Wealth Advisors LLC837$35K0.0%+203.3%0.000%
5/18/2026 Royal Bank of Canada860,593$35.63M0.0%-2.2%0.255%
5/14/2026 Renaissance Technologies LLC12,649$524K0.0%+102.4%0.004%
5/14/2026 Bank of Nova Scotia715,004$29.68M0.0%-4.7%0.212%
5/13/2026 CI Investments Inc.190,208$7.88M0.0%+35.5%0.056%
5/4/2026 Principal Financial Group Inc.362,388$15.00M0.0%-2.5%0.107%
5/1/2026 Sequoia Financial Advisors LLC14,562$603K0.0%+207.5%0.004%
4/28/2026 Montrusco Bolton Investments Inc.307,408$12.72M0.2%+30.8%0.091%
3/17/2026 Rockefeller Capital Management L.P.11,755$540K0.0%+3,156.2%0.003%
2/19/2026 Invesco Ltd.4,951$227K0.0%N/A0.001%
2/18/2026 Mackenzie Financial Corp120,201$5.59M0.0%+77.4%0.033%
2/18/2026 XTX Topco Ltd5,418$249K0.0%+57.5%0.002%
2/18/2026 Toronto Dominion Bank96,237$4.42M0.0%-11.7%0.027%
2/17/2026 PDT Partners LLC5,014$230K0.0%N/A0.001%
2/17/2026 Northwest & Ethical Investments L.P.3,024$139K0.0%+99.5%0.001%
2/17/2026 Amundi8,846$406K0.0%+79.8%0.002%
2/17/2026 Broad Run Investment Management LLC23,581$1.08M0.2%+50.0%0.007%
2/17/2026 Susquehanna Advisors Group Inc.16,066$738K0.0%N/A0.004%
2/17/2026 Public Employees Retirement System of Ohio8,261$381K0.0%-6.7%0.002%
2/17/2026 Russell Investments Group Ltd.10,525$485K0.0%+5.8%0.003%
2/17/2026 Captrust Financial Advisors6,627$305K0.0%+50.0%0.002%
2/17/2026 Royal Bank of Canada879,629$40.42M0.0%+50.3%0.244%
2/13/2026 Searle & CO.33,980$1.56M0.4%+50.0%0.009%
2/13/2026 Partners Value Investments L.P.12,320,344$566.12M5.3%+50.0%3.416%
2/13/2026 BROOKFIELD Corp ON 1,355,764$62.30M0.1%+50.0%0.376%
2/13/2026 Bank of Nova Scotia750,004$34.53M0.1%+50.0%0.208%
2/13/2026 Arkadios Wealth Advisors5,029$231K0.0%+50.0%0.001%
2/13/2026 Santa Monica Partners LP6,904$318K0.2%+50.0%0.002%
2/13/2026 Woodbridge Co Ltd3,051$140K0.0%+50.0%0.001%
2/13/2026 Wells Fargo & Company MN1,978$91K0.0%+45.1%0.001%
2/12/2026 CI Investments Inc.140,404$6.45M0.0%+45.8%0.039%
2/12/2026 Northwest & Ethical Investments L.P.3,024$139K0.0%+99.5%0.001%
2/12/2026 Jane Street Group LLC5,985$275K0.0%N/A0.002%
2/12/2026 Federation des caisses Desjardins du Quebec11,615$509K0.0%+42.4%0.003%
2/12/2026 Commonwealth Equity Services LLC6,756$310K0.0%N/A0.002%
2/12/2026 Moerus Capital Management LLC1,187$55K0.0%+22.2%0.000%
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2/12/2026 Renaissance Technologies LLC6,249$287K0.0%-39.4%0.002%
2/12/2026 Pettinga Financial Advisors LLC4,500$207K0.0%+50.0%0.001%
2/12/2026CIBC Private Wealth Group LLC2,658$122K0.0%+49.9%0.001%
2/12/2026 Bank of Montreal Can18,862$868K0.0%-74.9%0.005%
2/12/2026 Swiss National Bank45,350$2.09M0.0%+18.4%0.013%
2/12/2026 Nuveen LLC22,792$1.05M0.0%+50.0%0.006%
2/11/2026 Deutsche Bank AG3,673$169K0.0%+64.6%0.001%
2/11/2026 Horizon Kinetics Asset Management LLC30,737$1.41M0.0%-2.4%0.009%
2/10/2026 TD Asset Management Inc73,276$3.38M0.0%+5.7%0.020%
2/10/2026 Cibc World Market Inc.47,175$2.17M0.0%+48.1%0.013%
2/10/2026 Goldman Sachs Group Inc.79,144$3.64M0.0%-24.4%0.022%
2/10/2026 Bruni J V & Co. Co.7,155$329K0.0%+6.3%0.002%
2/10/2026 Norges Bank211,689$9.75M0.0%N/A0.059%
2/9/2026 Geode Capital Management LLC46,765$2.15M0.0%+62.7%0.013%
2/9/2026 Legal & General Group Plc104,568$4.82M0.0%+39.2%0.029%
2/4/2026 Schwartz Investment Counsel Inc.87,398$4.02M0.1%+64.3%0.024%
2/3/2026 Sequoia Financial Advisors LLC4,735$218K0.0%+48.8%0.001%
2/2/2026 Triasima Portfolio Management inc.38,329$1.77M0.3%+52.5%0.011%
1/29/2026 Pictet Asset Management Holding SA4,614$213K0.0%+41.3%0.001%
1/29/2026 UBS Group AG52,943$2.43M0.0%-1.9%0.015%
1/29/2026 Montrusco Bolton Investments Inc.234,974$10.83M0.1%+74.8%0.065%
1/29/2026 NBC Securities Inc.2,543$117K0.0%+49.9%0.001%
1/27/2026 TD Waterhouse Canada Inc.3,281$144K0.0%+45.4%0.001%
1/27/2026 Zurcher Kantonalbank Zurich Cantonalbank10,918$502K0.0%+50.0%0.003%
1/23/2026 Tandem Capital Management Corp ADV154,562$7.10M3.2%+44.3%0.043%
11/17/2025 Susquehanna International Group LLP4,618$316K0.0%N/A0.001%
11/17/2025 National Bank of Canada FI5,621$378K0.0%-92.6%0.002%
11/17/2025 Millennium Management LLC3,618$248K0.0%-91.5%0.001%
11/17/2025 Citadel Advisors LLC3,040$208K0.0%-54.5%0.001%
11/17/2025 Bank of America Corp DE17,907$1.23M0.0%+35.2%0.005%
11/17/2025 Algert Global LLC2,926$200K0.0%N/A0.001%
11/14/2025 Amundi4,921$334K0.0%N/A0.001%
11/14/2025 Zurcher Kantonalbank Zurich Cantonalbank 7,279$499K0.0%+14.3%0.002%
11/14/2025 Ossiam32,354$2.22M0.0%N/A0.009%
11/13/2025 UBS Group AG53,953$3.70M0.0%+1.6%0.015%
11/13/2025 Mackenzie Financial Corp67,754$4.64M0.0%+14.8%0.019%
11/13/2025 Legal & General Group Plc75,137$5.15M0.0%+19.7%0.021%
11/13/2025 Swiss National Bank38,300$2.63M0.0%+2.1%0.011%
11/13/2025 Russell Investments Group Ltd.9,944$682K0.0%+108.3%0.003%
11/12/2025 CI Investments Inc.96,270$6.59M0.0%-36.1%0.027%
11/12/2025 Becker Capital Management Inc.3,150$216K0.0%N/A0.001%
11/12/2025 Montrusco Bolton Investments Inc.134,437$9.22M0.1%-0.2%0.037%
11/10/2025 MAI Capital Management1,865$128K0.0%+30,983.3%0.001%
11/10/2025 TD Asset Management Inc69,330$4.75M0.0%-38.2%0.019%
11/10/2025 Bruni J V & Co. Co.6,733$461K0.0%-10.8%0.002%
11/7/2025Vanguard Group Inc.265,706$18.22M0.0%+1,507.2%0.074%
11/6/2025 Cibc World Market Inc.31,852$2.18M0.0%-4.4%0.009%
11/4/2025 Allianz Asset Management GmbH3,266$224K0.0%N/A0.001%
11/4/2025 Principal Financial Group Inc.279,946$19.17M0.0%+1.5%0.078%
11/3/2025 TD Waterhouse Canada Inc.2,256$149K0.0%-9.0%0.001%
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10/31/2025 CIBC Asset Management Inc3,153$216K0.0%N/A0.001%
10/29/2025 Schwartz Investment Counsel Inc.53,198$3.64M0.1%-37.2%0.015%
10/29/2025 Sequoia Financial Advisors LLC3,183$218K0.0%N/A0.001%
10/28/2025 Leavell Investment Management Inc.24,525$1.68M0.1%-5.8%0.007%
10/21/2025 Pettinga Financial Advisors LLC3,000$205K0.0%N/A0.001%
8/15/2025 Bank of America Corp DE13,246$818K0.0%-51.1%0.006%
8/13/2025 Arrowstreet Capital Limited Partnership10,014$619K0.0%-32.7%0.004%
8/13/2025 Mackenzie Financial Corp59,021$3.65M0.0%+12.6%0.025%
8/13/2025 Russell Investments Group Ltd.4,773$294K0.0%+8.8%0.002%
8/12/2025 Legal & General Group Plc62,769$3.87M0.0%+400.6%0.026%


BNT Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of Brookfield Wealth Solutions. The most heavily invested institutionals were Partners Value Investments L.P. ($566.12M), Proficio Capital Partners LLC ($78.28M), BROOKFIELD Corp ON ($62.30M), Royal Bank of Canada ($35.63M), Bank of Nova Scotia ($29.68M), Vanguard Group Inc. ($18.22M), and Principal Financial Group Inc. ($15.00M).Learn more on Brookfield Wealth Solutions' institutional investors.

20.31% of Brookfield Wealth Solutions' stock is owned by institutional investors. Learn more on BNT's institutional investor holdings.

Of the 71 institutional investors that purchased Brookfield Wealth Solutions' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Partners Value Investments L.P. ($4.11M), Proficio Capital Partners LLC ($1.34M), BROOKFIELD Corp ON ($1.22M), National Bank of Canada FI ($306.05K), Royal Bank of Canada ($294.25K), Bank of Montreal Can ($288.00K), and Bank of Nova Scotia ($250.00K).

Institutional investors have bought a total of 6,292,473 shares in the last 24 months. This purchase volume represents approximately $288.74M in transactions.

Of the 23 institutional investors that sold Brookfield Wealth Solutions' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: National Bank of Canada FI ($70.29K), Bank of Montreal Can ($56.32K), CI Investments Inc. ($54.41K), TD Asset Management Inc ($42.78K), Millennium Management LLC ($38.78K), Bank of Nova Scotia ($35K), and Schwartz Investment Counsel Inc. ($31.52K).

Institutional investors have sold a total of 423,096 shares in the last 24 months. This volume of shares sold represents approximately $19.05M in transactions.


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Institutional ownership data for NYSE:BNT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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