Brookfield Wealth Solutions BNT Institutional Ownership

NYSE BNT

$37.31 +0.85 (+2.33%)

As of: Oct 20, 2026 · 2:31 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

▼-1.33% 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)

-258.11K

distributed since last quarter

Value of Holdings

$707.24Mn

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

Updated Oct 11, 2026

Brookfield Wealth Solutions Ltd. (NYSE:BNT) was held by 115 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Collectively, these holders controlled 8.58% of Brookfield Wealth Solutions' outstanding shares in Q2 2026, down from 8.69% in Q1 2026.
Total shares held in Brookfield Wealth Solutions fell 1.33% versus Q1 2026, while the number of holders rose 7.48% versus Q2 2025.
Looking at the 115 holders of BNT individually, 44 added to their positions, 38 reduced their stakes and 33 left their positions unchanged.
The aggregate institutional position in Brookfield Wealth Solutions was 19.21Mn shares at the end of Q2 2026, down 258.11K from the prior quarter and up 818.94K from a year earlier.
Partners Value Investments L.P. held the largest position in BNT at 12.32Mn shares as of June 30, 2026, or 5.50% of shares outstanding.
The largest position increases in BNT for Q2 2026 were by UBS Group AG (+80.76K shares), Bank of Montreal (+46.36K shares), Bank of Nova Scotia (+35K shares), Canada Pension Plan Investment Board (+28.64K shares) and JPMorgan Chase & Co (+28.53K shares).
Among holders that kept a stake in Brookfield Wealth Solutions, the biggest sellers in Q2 2026 were Vanguard Capital Management LLC (-202.47K shares), Montrusco Bolton Investments Inc. (-128.21K shares), CI Investments Inc. (-127.9K shares), Vanguard Fiduciary Trust Co (-88.13K shares) and Vanguard Global Advisers, LLC (-29.89K shares).
Brookfield Wealth Solutions' 10 largest institutional shareholders as of Q2 2026 were Partners Value Investments L.P. (12.32Mn shares), BROOKFIELD Corp (1.36Mn shares), Royal Bank of Canada (859.92K shares), Vanguard Capital Management LLC (777.22K shares), Bank of Nova Scotia (750K shares), Norges Bank (348.25K shares), Principal Financial Group Inc (347.43K shares), Canada Pension Plan Investment Board (244.1K shares), Vanguard Fiduciary Trust Co (235.32K shares) and Montrusco Bolton Investments Inc. (179.2K shares), per Business Quant data.

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