Brookfield Wealth Solutions BNT Institutional Ownership

NYSE BNT

$38.03 -0.61 (-1.59%)

As of: Sep 10, 2026 · 3:58 PM EDT

Institutions by Trading Activity

115 Institutions

Increased 44 38.3%

Unchanged 33 28.7%

Reduced 38 33.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

8.58%

▼-0.12 pp QoQ

Shares Held by Institutions

19.21Mn

of 224.03Mn outstanding

▲+0.43% QoQ

Shares Outstanding

224.03Mn

204.82Mn held outside 13F filers

Institutional Investors

115

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+82.58K

accumulated since last quarter

Value of Holdings

$775.26Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Brookfield Wealth Solutions Ltd. (NYSE:BNT) showed up in the 13F filings of 115 institutional investors as of June 2026.

Collectively, these holders controlled 8.6% of Brookfield Wealth Solutions's outstanding shares in June 2026, down from 8.7% in March 2026.
Their total shares held in BNT increased 0.43% quarter over quarter, and separately, investors owning Brookfield Wealth Solutions increased 5.5% from a year ago.
Activity in BNT broke down as 44 buyers, 38 sellers, and 33 unchanged among 115 total holders.
The aggregate institutional position in Brookfield Wealth Solutions amounted to 19.21Mn shares as of June 2026, up by 82.58K shares quarter on quarter, and down 301.49K shares year over year.
Partners Value Investments L.P. leads ownership in BNT with 12.32Mn shares as of June 30, 2026, equal to 5.5% of outstanding shares.
The biggest buyers of Brookfield Wealth Solutions for the quarter ending June 2026 included NORGES BANK (348.25K), UBS Group AG (80.76K), DIMENSIONAL FUND ADVISORS LP (62.11K), Bank Of Montreal /Can/ (46.36K), Bank Of Nova Scotia (35.0K).
Leading sellers of Brookfield Wealth Solutions shares for the quarter ending June 2026 were VANGUARD CAPITAL MANAGEMENT LLC (202.47K), MONTRUSCO BOLTON INVESTMENTS INC. (128.21K), CI INVESTMENTS INC. (127.9K), VANGUARD FIDUCIARY TRUST CO (88.13K), Vanguard Global Advisers, LLC (29.89K).
Per Business Quant, the top 10 investors in BNT for the quarter ending June 2026 include Partners Value Investments L.P. (12.32Mn), BROOKFIELD Corp /ON/ (1.36Mn), Royal Bank Of Canada (859.92K), VANGUARD CAPITAL MANAGEMENT LLC (777.22K), Bank Of Nova Scotia (750.0K), NORGES BANK (348.25K), Principal Financial Group Inc (347.43K), CANADA PENSION PLAN INVESTMENT BOARD (244.1K), VANGUARD FIDUCIARY TRUST CO (235.32K), MONTRUSCO BOLTON INVESTMENTS INC. (179.2K).

Form 13F Holdings

115 Institutional Holders

Report period 30 Jun, 2026

Total shares held 19.21Mn

Of outstanding 8.58%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Partners Value Investments L.P.	0001162777	12,320,344	5.50%	0	0.00%	$525.59Mn
2	BROOKFIELD Corp /ON/	0001001085	1,355,764	0.61%	0	0.00%	$57.84Mn
3	Royal Bank Of Canada	0001000275	859,918	0.38%	▼675	-0.08%	$36.68Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	777,219	0.35%	▼202,466	-20.67%	$33.12Mn
5	Bank Of Nova Scotia	0000009631	750,004	0.33%	▲35,000	+4.90%	$31.96Mn
6	NORGES BANK	0001374170	348,251	0.16%	▲348,251	0.00%	$14.83Mn
7	Principal Financial Group Inc	0001126328	347,428	0.16%	▼14,960	-4.13%	$14.82Mn
8	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	244,096	0.11%	▲28,635	+13.29%	$10.39Mn
9	VANGUARD FIDUCIARY TRUST CO	0000933478	235,321	0.11%	▼88,130	-27.25%	$10.03Mn
10	MONTRUSCO BOLTON INVESTMENTS INC.	0001475940	179,200	0.08%	▼128,208	-41.71%	$7.63Mn
11	TANDEM CAPITAL MANAGEMENT CORP /ADV	0000873759	149,575	0.07%	▼900	-0.60%	$6.38Mn
12	MACKENZIE FINANCIAL CORP	0000919859	106,909	0.05%	▲8,886	+9.07%	$6.46Mn
13	Legal & General Group Plc	0000764068	106,364	0.05%	▲60	+0.06%	$4.53Mn
14	UBS Group AG	0001610520	100,432	0.04%	▲80,759	+410.51%	$4.28Mn
15	Bank Of Montreal /Can/	0000927971	95,451	0.04%	▲46,356	+94.42%	$4.06Mn
16	SCHWARTZ INVESTMENT COUNSEL INC	0000909151	90,954	0.04%	▲3,556	+4.07%	$3.88Mn
17	Vanguard Global Advisers, LLC	0001811242	87,673	0.04%	▼29,893	-25.43%	$3.74Mn
18	Goldman Sachs Group Inc	0000886982	81,025	0.04%	▼8,587	-9.58%	$3.46Mn
19	Toronto Dominion Bank	0000947263	76,416	0.03%	▼3,601	-4.50%	$3.26Mn
20	CI INVESTMENTS INC.	0001163648	62,304	0.03%	▼127,904	-67.24%	$2.66Mn

Showing 1 to 20 of 115 holders