Brookfield Wealth Solutions Ltd. (BNT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

238,447,653Shares Outstanding

3Shares held by institutions

$144Value of institutional holdings

7.73%Institutional ownership %

51.53%Shares Changed QoQ

104No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 104 institutions have reported a stake in Brookfield Wealth Solutions Ltd. (NYSE:BNT) as of December 2025, according to recent 13F filings with the SEC.

These investors collectively held 7.7% of the company's total shares outstanding in December 2025, up from 5.2% in September 2025.
In percentage terms, this reflects as a holdings change of 51.53% quarter on quarter, and an increase of 2.97% year over year.
The latest 13F cycle for Brookfield Wealth Solutions reveals that of 104 total investors, 90 funds grew their exposure, whereas 11 reduced theirs and 3 made no changes.
Collectively, institutional investors increased their stake in Brookfield Wealth Solutions to 18.44Mn shares as of December 2025, a change that is up by 6.27Mn shares quarter on quarter and up 5.45Mn shares year over year.
Partners Value Investments L.P.'s holding of 12.32Mn shares as of December 31, 2025 makes it the primary institutional investor in Brookfield Wealth Solutions, owning 5.17% of the stock.
Among the most significant buyers of Brookfield Wealth Solutions during December 2025 were Partners Value Investments L.P. (4.11Mn), BROOKFIELD Corp /ON/ (451.92K), VANGUARD GROUP INC (358.59K), ROYAL BANK OF CANADA (294.25K), BANK OF NOVA SCOTIA (250.00K).
Leading sellers of Brookfield Wealth Solutions stock in December 2025 included BANK OF MONTREAL /CAN/ (56.32K), GOLDMAN SACHS GROUP INC (25.48K), OSSIAM (17.48K), TORONTO DOMINION BANK (12.81K), MORGAN STANLEY (6.63K).
The top 10 institutional holders of Brookfield Wealth Solutions for the quarter ending December 2025 included Partners Value Investments L.P. (12.32Mn), BROOKFIELD Corp /ON/ (1.36Mn), ROYAL BANK OF CANADA (879.63K), BANK OF NOVA SCOTIA (750.00K), VANGUARD GROUP INC (624.30K), PRINCIPAL FINANCIAL GROUP INC (371.66K), MONTRUSCO BOLTON INVESTMENTS INC. (234.97K), CANADA PENSION PLAN INVESTMENT BOARD (215.46K), NORGES BANK (211.69K), TANDEM CAPITAL MANAGEMENT CORP /ADV (154.56K).

104 Institutional Holders

3 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Partners Value Investments L.P.	31 Dec, 2025	12,320,344	4,106,781	50.00%	$566,119,807.00
BROOKFIELD Corp /ON/	31 Dec, 2025	1,355,764	451,921	50.00%	$62,297,356.00
ROYAL BANK OF CANADA	31 Dec, 2025	879,629	294,247	50.27%	$40,418,000.00
BANK OF NOVA SCOTIA	31 Dec, 2025	750,004	250,001	50.00%	$34,527,658.00
VANGUARD GROUP INC	31 Dec, 2025	624,299	358,593	134.96%	$28,741,478.00
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	371,656	91,710	32.76%	$17,077,593.00
MONTRUSCO BOLTON INVESTMENTS INC.	31 Dec, 2025	234,974	100,537	74.78%	$10,832,031.00
CANADA PENSION PLAN INVESTMENT BOARD	31 Dec, 2025	215,461	118,973	123.30%	$9,919,681.00
NORGES BANK	31 Dec, 2025	211,689	211,689	0.00%	$9,746,021.00
TANDEM CAPITAL MANAGEMENT CORP /ADV	31 Dec, 2025	154,562	47,484	44.35%	$7,102,124.00
CI INVESTMENTS INC.	31 Dec, 2025	140,404	44,134	45.84%	$6,451,564.00
Legal & General Group Plc	31 Dec, 2025	104,568	29,431	39.17%	$4,820,336.00
TORONTO DOMINION BANK	31 Dec, 2025	96,237	-12,808	-11.75%	$4,424,230.00
SCHWARTZ INVESTMENT COUNSEL INC	31 Dec, 2025	87,398	34,200	64.29%	$4,015,938.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	79,144	-25,476	-24.35%	$3,636,666.00
TD ASSET MANAGEMENT INC	31 Dec, 2025	73,276	3,946	5.69%	$3,377,939.00
UBS Group AG	31 Dec, 2025	52,943	-1,010	-1.87%	$2,432,732.00
CIBC WORLD MARKET INC.	31 Dec, 2025	47,175	15,323	48.11%	$2,171,937.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	46,765	18,020	62.69%	$2,671,517.00
Swiss National Bank	31 Dec, 2025	45,350	7,050	18.41%	$2,092,109.00

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