Brookfield Wealth Solutions Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PARTNERS VALUE INVESTMENTS LP | 02/13/2026 | 12.32 M | $566.12 M | 50.00% | 4.04% |
| BROOKFIELD CORP /ON/ | 02/13/2026 | 1.36 M | $62.30 M | 50.00% | 0.44% |
| ROYAL BANK OF CANADA | 02/17/2026 | 879.63 K | $40.42 M | 50.27% | 0.29% |
| BANK OF NOVA SCOTIA | 02/13/2026 | 750.00 K | $34.53 M | 50.00% | 0.25% |
| VANGUARD GROUP INC | 01/29/2026 | 624.30 K | $28.74 M | 134.96% | 0.20% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 371.66 K | $17.08 M | 32.76% | 0.12% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 01/29/2026 | 234.97 K | $10.83 M | 74.78% | 0.08% |
| NORGES BANK | 02/10/2026 | 211.69 K | $9.75 M | 100.00% | 0.07% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 01/23/2026 | 154.56 K | $7.10 M | 44.35% | 0.05% |
| CI INVESTMENTS INC. | 02/12/2026 | 140.40 K | $6.45 M | 45.84% | 0.05% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 104.57 K | $4.82 M | 39.17% | 0.03% |
| TORONTO DOMINION BANK | 02/17/2026 | 96.24 K | $4.42 M | -11.75% | 0.03% |
| SCHWARTZ INVESTMENT COUNSEL INC | 02/04/2026 | 87.40 K | $4.02 M | 64.29% | 0.03% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 79.14 K | $3.64 M | -24.35% | 0.03% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 73.28 K | $3.38 M | 5.69% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 52.94 K | $2.43 B | -1.87% | 0.02% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 47.18 K | $2.17 M | 48.11% | 0.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 46.77 K | $2.67 M | 62.69% | 0.02% |
| SWISS NATIONAL BANK | 02/12/2026 | 45.35 K | $2.09 M | 18.41% | 0.01% |
| TRIASIMA PORTFOLIO MANAGEMENT INC. | 02/02/2026 | 38.33 K | $1.77 M | 52.45% | 0.01% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 02/09/2026 | 36.79 K | $1.69 M | 49.99% | 0.01% |
| PROFICIO CAPITAL PARTNERS LLC | 02/12/2026 | 35.59 K | $1.64 M | 50.00% | 0.01% |
| SEARLE & CO. | 02/13/2026 | 33.98 K | $1.56 M | 50.00% | 0.01% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 30.74 K | $1.41 M | -2.36% | 0.01% |
| BROAD RUN INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 23.58 K | $1.08 M | 50.00% | 0.01% |
| NUVEEN, LLC | 02/12/2026 | 22.79 K | $1.05 B | 50.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 21.25 K | $976.49 K | 18.67% | 0.01% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 18.86 K | $868.40 K | -74.91% | 0.01% |
| CITADEL ADVISORS LLC | 02/17/2026 | 16.15 K | $742.05 K | 431.22% | 0.01% |
| BELVEDERE TRADING LLC | 02/10/2026 | 15.00 K | $704.77 M | 100.00% | 0.00% |
| OSSIAM | 02/13/2026 | 14.88 K | $685.81 K | -54.02% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 11.70 K | $522.84 K | 108.17% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 11.62 K | $508.53 M | 42.36% | 0.00% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 01/27/2026 | 10.92 K | $501.68 K | 49.99% | 0.00% |
| BLACKROCK, INC. | 02/12/2026 | 9.42 K | $432.73 M | 1,065.59% | 0.00% |
| BRUNI J V & CO /CO | 02/10/2026 | 7.16 K | $328.77 K | 6.27% | 0.00% |
| SANTA MONICA PARTNERS LP | 02/13/2026 | 6.90 K | $318.00 K | 49.99% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 6.76 K | $310.45 K | 100.00% | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 6.63 K | $304.51 K | 50.03% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 6.30 K | $289.35 K | -51.29% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 6.25 K | $287.14 K | -39.36% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 5.99 K | $275.01 M | 100.00% | 0.00% |
| XTX TOPCO LTD | 02/17/2026 | 5.42 K | $248.96 M | 57.50% | 0.00% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 5.03 K | $231.08 M | 49.99% | 0.00% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 02/13/2026 | 4.90 K | $225.29 K | 100.00% | 0.00% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 02/03/2026 | 4.74 K | $217.57 K | 48.76% | 0.00% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 4.73 K | $217.25 K | 49.95% | 0.00% |
| BECKER CAPITAL MANAGEMENT INC | 02/13/2026 | 4.73 K | $217.11 K | 50.00% | 0.00% |
| PICTET ASSET MANAGEMENT HOLDING SA | 01/29/2026 | 4.61 K | $212.70 K | 41.27% | 0.00% |
| PETTINGA FINANCIAL ADVISORS, LLC | 02/12/2026 | 4.50 K | $206.78 K | 50.00% | 0.00% |
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Brookfield Wealth Solutions Ltd. institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of Brookfield Wealth Solutions Ltd.. The most heavily invested institutionals were:
Partners Value Investments LP: 12.32 M
BROOKFIELD Corp /ON/: 1.36 M
ROYAL BANK OF CANADA: 879,629
BANK OF NOVA SCOTIA: 750,004
VANGUARD GROUP INC: 624,299
PRINCIPAL FINANCIAL GROUP INC: 371,656
5.60% of Brookfield Wealth Solutions Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 18.25 M shares in the last 24 months. This purchase volume represents approximately $868.10 M in transactions.