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Brookfield Wealth Solutions (BNT) Institutional Ownership

Brookfield Wealth Solutions logo
$43.65 -0.66 (-1.49%)
As of 09:32 AM Eastern
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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)
59
Total
Institutional Inflows
(last 12 months)
$293.69M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$30.35M
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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
5/19/2026Bank of America Corp DE13,622$564K0.0%-35.9%0.004%
5/18/2026EverSource Wealth Advisors LLC837$35K0.0%+203.3%0.000%
5/18/2026Royal Bank of Canada860,593$35.63M0.0%-2.2%0.255%
5/14/2026Renaissance Technologies LLC12,649$524K0.0%+102.4%0.004%
5/14/2026Bank of Nova Scotia715,004$29.68M0.0%-4.7%0.212%
5/13/2026CI Investments Inc.190,208$7.88M0.0%+35.5%0.056%
5/4/2026Principal Financial Group Inc.362,388$15.00M0.0%-2.5%0.107%
5/1/2026Sequoia Financial Advisors LLC14,562$603K0.0%+207.5%0.004%
4/28/2026Montrusco Bolton Investments Inc.307,408$12.72M0.2%+30.8%0.091%
3/17/2026Rockefeller Capital Management L.P.11,755$540K0.0%+3,156.2%0.003%
2/19/2026Invesco Ltd.4,951$227K0.0%N/A0.001%
2/18/2026Mackenzie Financial Corp120,201$5.59M0.0%+77.4%0.033%
2/18/2026XTX Topco Ltd5,418$249K0.0%+57.5%0.002%
2/18/2026Toronto Dominion Bank96,237$4.42M0.0%-11.7%0.027%
2/17/2026PDT Partners LLC5,014$230K0.0%N/A0.001%
2/17/2026Northwest & Ethical Investments L.P.3,024$139K0.0%+99.5%0.001%
2/17/2026Amundi8,846$406K0.0%+79.8%0.002%
2/17/2026Broad Run Investment Management LLC23,581$1.08M0.2%+50.0%0.007%
2/17/2026Susquehanna Advisors Group Inc.16,066$738K0.0%N/A0.004%
2/17/2026Public Employees Retirement System of Ohio8,261$381K0.0%-6.7%0.002%
2/17/2026Russell Investments Group Ltd.10,525$485K0.0%+5.8%0.003%
2/17/2026Captrust Financial Advisors6,627$305K0.0%+50.0%0.002%
2/17/2026Royal Bank of Canada879,629$40.42M0.0%+50.3%0.244%
2/13/2026Searle & CO.33,980$1.56M0.4%+50.0%0.009%
2/13/2026Partners Value Investments L.P.12,320,344$566.12M5.3%+50.0%3.416%
2/13/2026BROOKFIELD Corp ON 1,355,764$62.30M0.1%+50.0%0.376%
2/13/2026Bank of Nova Scotia750,004$34.53M0.1%+50.0%0.208%
2/13/2026Arkadios Wealth Advisors5,029$231K0.0%+50.0%0.001%
2/13/2026Santa Monica Partners LP6,904$318K0.2%+50.0%0.002%
2/13/2026Woodbridge Co Ltd3,051$140K0.0%+50.0%0.001%
2/13/2026Wells Fargo & Company MN1,978$91K0.0%+45.1%0.001%
2/12/2026CI Investments Inc.140,404$6.45M0.0%+45.8%0.039%
2/12/2026Northwest & Ethical Investments L.P.3,024$139K0.0%+99.5%0.001%
2/12/2026Jane Street Group LLC5,985$275K0.0%N/A0.002%
2/12/2026Federation des caisses Desjardins du Quebec11,615$509K0.0%+42.4%0.003%
2/12/2026Commonwealth Equity Services LLC6,756$310K0.0%N/A0.002%
2/12/2026Moerus Capital Management LLC1,187$55K0.0%+22.2%0.000%
2/12/2026Renaissance 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%
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2/12/2026Bank of Montreal Can18,862$868K0.0%-74.9%0.005%
2/12/2026Swiss National Bank45,350$2.09M0.0%+18.4%0.013%
2/12/2026Nuveen LLC22,792$1.05M0.0%+50.0%0.006%
2/11/2026Deutsche Bank AG3,673$169K0.0%+64.6%0.001%
2/11/2026Horizon Kinetics Asset Management LLC30,737$1.41M0.0%-2.4%0.009%
2/10/2026TD Asset Management Inc73,276$3.38M0.0%+5.7%0.020%
2/10/2026Cibc World Market Inc.47,175$2.17M0.0%+48.1%0.013%
2/10/2026Goldman Sachs Group Inc.79,144$3.64M0.0%-24.4%0.022%
2/10/2026Bruni J V & Co. Co.7,155$329K0.0%+6.3%0.002%
2/10/2026Norges Bank211,689$9.75M0.0%N/A0.059%
2/9/2026Geode Capital Management LLC46,765$2.15M0.0%+62.7%0.013%
2/9/2026Legal & General Group Plc104,568$4.82M0.0%+39.2%0.029%
2/4/2026Schwartz Investment Counsel Inc.87,398$4.02M0.1%+64.3%0.024%
2/3/2026Sequoia Financial Advisors LLC4,735$218K0.0%+48.8%0.001%
2/2/2026Triasima Portfolio Management inc.38,329$1.77M0.3%+52.5%0.011%
1/29/2026Pictet Asset Management Holding SA4,614$213K0.0%+41.3%0.001%
1/29/2026UBS Group AG52,943$2.43M0.0%-1.9%0.015%
1/29/2026Montrusco Bolton Investments Inc.234,974$10.83M0.1%+74.8%0.065%
1/29/2026NBC Securities Inc.2,543$117K0.0%+49.9%0.001%
1/27/2026TD Waterhouse Canada Inc.3,281$144K0.0%+45.4%0.001%
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank10,918$502K0.0%+50.0%0.003%
1/23/2026Tandem Capital Management Corp ADV154,562$7.10M3.2%+44.3%0.043%
11/17/2025Susquehanna International Group LLP4,618$316K0.0%N/A0.001%
11/17/2025National Bank of Canada FI5,621$378K0.0%-92.6%0.002%
11/17/2025Millennium Management LLC3,618$248K0.0%-91.5%0.001%
11/17/2025Citadel Advisors LLC3,040$208K0.0%-54.5%0.001%
11/17/2025Bank of America Corp DE17,907$1.23M0.0%+35.2%0.005%
11/17/2025Algert Global LLC2,926$200K0.0%N/A0.001%
11/14/2025Amundi4,921$334K0.0%N/A0.001%
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 7,279$499K0.0%+14.3%0.002%
11/14/2025Ossiam32,354$2.22M0.0%N/A0.009%
11/13/2025UBS Group AG53,953$3.70M0.0%+1.6%0.015%
11/13/2025Mackenzie Financial Corp67,754$4.64M0.0%+14.8%0.019%
11/13/2025Legal & General Group Plc75,137$5.15M0.0%+19.7%0.021%
11/13/2025Swiss National Bank38,300$2.63M0.0%+2.1%0.011%
11/13/2025Russell Investments Group Ltd.9,944$682K0.0%+108.3%0.003%
11/12/2025CI Investments Inc.96,270$6.59M0.0%-36.1%0.027%
11/12/2025Becker Capital Management Inc.3,150$216K0.0%N/A0.001%
11/12/2025Montrusco Bolton Investments Inc.134,437$9.22M0.1%-0.2%0.037%
11/10/2025MAI Capital Management1,865$128K0.0%+30,983.3%0.001%
11/10/2025TD Asset Management Inc69,330$4.75M0.0%-38.2%0.019%
11/10/2025Bruni 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%
11/6/2025Cibc World Market Inc.31,852$2.18M0.0%-4.4%0.009%
11/4/2025Allianz Asset Management GmbH3,266$224K0.0%N/A0.001%
11/4/2025Principal Financial Group Inc.279,946$19.17M0.0%+1.5%0.078%
11/3/2025TD Waterhouse Canada Inc.2,256$149K0.0%-9.0%0.001%
10/31/2025CIBC Asset Management Inc3,153$216K0.0%N/A0.001%
10/29/2025Schwartz Investment Counsel Inc.53,198$3.64M0.1%-37.2%0.015%
10/29/2025Sequoia Financial Advisors LLC3,183$218K0.0%N/A0.001%
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10/28/2025Leavell 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%
8/15/2025Bank of America Corp DE13,246$818K0.0%-51.1%0.006%
8/13/2025Arrowstreet Capital Limited Partnership10,014$619K0.0%-32.7%0.004%
8/13/2025Mackenzie Financial Corp59,021$3.65M0.0%+12.6%0.025%
8/13/2025Russell Investments Group Ltd.4,773$294K0.0%+8.8%0.002%
8/12/2025Legal & General Group Plc62,769$3.87M0.0%+400.6%0.026%
8/12/2025JPMorgan Chase & Co.1,215$75K0.0%+1,235.2%0.001%
8/12/2025Swiss National Bank37,500$2.31M0.0%-1.6%0.016%
8/8/2025Geode Capital Management LLC14,173$948K0.0%-36.0%0.006%


BNT Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 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 70 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 6,413,544 shares in the last 24 months. This purchase volume represents approximately $293.69M in transactions.

Of the 28 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: Bank of Montreal Can ($269.36K), National Bank of Canada FI ($70.29K), CI Investments Inc. ($54.41K), TD Asset Management Inc ($42.78K), Millennium Management LLC ($38.78K), Bank of Nova Scotia ($35K), and Montrusco Bolton Investments Inc. ($34.19K).

Institutional investors have sold a total of 698,319 shares in the last 24 months. This volume of shares sold represents approximately $30.35M in transactions.


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This page (NYSE:BNT) was last updated on 7/17/2026 by MarketBeat.com Staff.
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