Who owns Brookfield Wealth Solutions Ltd.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BNT from SEC Form 13F filings across 114 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 114 institutions disclosed 19.2M shares of Brookfield Wealth Solutions Ltd. worth $820.9M — about 8.6% of shares outstanding; the largest disclosed holder is Partners Value Investments L.P.. Source: SEC Form 13F filings, parsed by EvidInvest.
114
13F holders
$820.9M
value, 2026 filers
8.6%
of shares outstanding (19.2M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BNT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Partners Value Investments L.P. | 12.3M | $525.6M | 5.4% | 5.5% | 0.0% |
| 2 | Brookfield Corp /ON/ | 1.4M | $57.8M | 0.1% | 0.6% | 0.0% |
| 3 | ROYAL BANK OF CANADA | 859,918 | $36.7M | 0.0% | 0.4% | -0.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 777,219 | $33.1M | 0.0% | 0.3% | -20.7% |
| 5 | BANK OF NOVA SCOTIA | 750,004 | $32.0M | 0.0% | 0.3% | +4.9% |
| 6 | NORGES BANKNEW | 348,251 | $14.8M | 0.0% | 0.2% | new |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 347,428 | $14.8M | 0.0% | 0.2% | -4.1% |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | 244,096 | $10.4M | 0.0% | 0.1% | +13.3% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 235,321 | $10.0M | 0.0% | 0.1% | -27.2% |
| 10 | MONTRUSCO BOLTON INVESTMENTS INC. | 179,200 | $7.6M | 0.1% | 0.1% | -41.7% |
| 11 | TANDEM CAPITAL MANAGEMENT CORP /ADV | 149,575 | $6.4M | 2.7% | 0.1% | -0.6% |
| 12 | MACKENZIE FINANCIAL CORP | 106,909 | $6.5M | 0.0% | 0% | +9.1% |
| 13 | Legal & General Group Plc | 106,364 | $4.5M | 0.0% | 0% | +0.1% |
| 14 | UBS Group AG | 100,432 | $4.3M | 0.0% | 0% | +410.5% |
| 15 | BANK OF MONTREAL /CAN/ | 95,451 | $4.1M | 0.0% | 0% | +94.4% |
| 16 | SCHWARTZ INVESTMENT COUNSEL INC | 90,954 | $3.9M | 0.1% | 0% | +4.1% |
| 17 | Vanguard Global Advisers, LLC | 87,673 | $3.7M | 0.0% | 0% | -25.4% |
| 18 | GOLDMAN SACHS GROUP INC | 81,025 | $3.5M | 0.0% | 0% | -9.6% |
| 19 | TORONTO DOMINION BANK | 76,416 | $3.3M | 0.0% | 0% | -4.5% |
| 20 | CI INVESTMENTS INC. | 62,304 | $2.7M | 0.0% | 0% | -67.2% |
| 21 | DIMENSIONAL FUND ADVISORS LPNEW | 62,106 | $2.6M | 0.0% | 0% | new |
| 22 | CIBC WORLD MARKET INC. | 55,047 | $2.3M | 0.0% | 0% | +23.3% |
| 23 | TD Asset Management Inc | 46,771 | $2.0M | 0.0% | 0% | +4.6% |
| 24 | MORGAN STANLEY | 40,798 | $1.7M | 0.0% | 0% | +38.9% |
| 25 | Swiss National Bank | 39,550 | $1.7M | 0.0% | 0% | -12.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.