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 | 11/14/2025 | 8.21 M | $562.55 M | 0.00% | 5.08% |
| BROOKFIELD CORP /ON/ | 11/14/2025 | 903.84 K | $61.90 M | 0.00% | 0.56% |
| ROYAL BANK OF CANADA | 11/14/2025 | 585.38 K | $40.09 M | -0.27% | 0.36% |
| BANK OF NOVA SCOTIA | 11/14/2025 | 500.00 K | $34.28 M | 0.00% | 0.31% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 279.95 K | $19.17 M | 1.49% | 0.17% |
| VANGUARD GROUP INC | 11/07/2025 | 265.71 K | $18.22 M | 1,507.22% | 0.16% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 11/12/2025 | 134.44 K | $9.22 M | -0.16% | 0.08% |
| TORONTO DOMINION BANK | 11/14/2025 | 109.05 K | $7.47 M | -34.60% | 0.07% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 11/12/2025 | 107.08 K | $7.33 M | -0.92% | 0.07% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 104.62 K | $7.17 M | 90.67% | 0.06% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 96.49 K | $6.61 M | 0.00% | 0.06% |
| CI INVESTMENTS INC. | 11/12/2025 | 96.27 K | $6.59 M | -36.11% | 0.06% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 75.18 K | $5.15 M | -0.08% | 0.05% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 75.14 K | $5.15 M | 19.70% | 0.05% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 69.33 K | $4.75 M | -38.16% | 0.04% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 67.75 K | $4.64 M | 14.80% | 0.04% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 62.41 K | $2.85 M | -1.27% | 0.04% |
| UBS GROUP AG | 11/13/2025 | 53.95 K | $3.70 M | 1.64% | 0.03% |
| SCHWARTZ INVESTMENT COUNSEL INC | 10/29/2025 | 53.20 K | $3.64 M | -37.21% | 0.03% |
| SWISS NATIONAL BANK | 11/13/2025 | 38.30 K | $2.63 M | 2.13% | 0.02% |
| OSSIAM | 11/14/2025 | 32.35 K | $2.22 M | 100.00% | 0.02% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 31.85 K | $1.46 M | -4.40% | 0.02% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 31.48 K | $1.44 M | 44.75% | 0.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 28.75 K | $2.41 M | 102.82% | 0.02% |
| TRIASIMA PORTFOLIO MANAGEMENT INC. | 10/29/2025 | 25.14 K | $1.72 M | 0.48% | 0.02% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 10/28/2025 | 24.53 K | $1.68 M | -5.76% | 0.02% |
| PROFICIO CAPITAL PARTNERS LLC | 11/17/2025 | 23.73 K | $1.62 M | 0.00% | 0.01% |
| SEARLE & CO. | 11/04/2025 | 22.65 K | $1.55 M | 0.00% | 0.01% |
| FMR LLC | 11/13/2025 | 18.95 K | $1.30 M | -47.48% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 17.91 K | $1.23 M | 35.19% | 0.01% |
| BROAD RUN INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 15.72 K | $1.08 M | 0.00% | 0.01% |
| NUVEEN, LLC | 11/12/2025 | 15.20 K | $1.04 M | -6.19% | 0.01% |
| MORGAN STANLEY | 11/14/2025 | 12.93 K | $885.44 K | -23.29% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 10.31 K | $705.79 K | 37.40% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 9.94 K | $681.87 K | 108.34% | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/14/2025 | 8.85 K | $607.01 K | 0.84% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 8.16 K | $539.95 K | -5.46% | 0.01% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 11/14/2025 | 7.28 K | $498.54 K | 14.32% | 0.00% |
| BRUNI J V & CO /CO | 11/10/2025 | 6.73 K | $461.14 K | -10.82% | 0.00% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 6.04 K | $413.68 K | 100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 5.62 K | $377.93 K | -92.60% | 0.00% |
| AMUNDI | 11/14/2025 | 4.92 K | $334.43 K | 100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 4.62 K | $316.29 K | 100.00% | 0.00% |
| SANTA MONICA PARTNERS LP | 11/12/2025 | 4.60 K | $315.00 K | 0.00% | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 4.42 K | $302.52 K | 0.00% | 0.00% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 4.10 K | $280.81 K | 0.00% | 0.00% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 3.63 K | $248.89 K | 100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 3.62 K | $247.87 K | -91.47% | 0.00% |
| XTX TOPCO LTD | 11/14/2025 | 3.44 K | $235.61 K | 100.00% | 0.00% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 3.35 K | $229.65 K | 0.09% | 0.00% |
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Brookfield Wealth Solutions Ltd. institutional Ownership - FAQ's
During the previous two years, 145 institutional investors and hedge funds held shares of Brookfield Wealth Solutions Ltd.. The most heavily invested institutionals were:
Partners Value Investments LP: 8.21 M
BROOKFIELD Corp /ON/: 903,843
ROYAL BANK OF CANADA: 585,382
BANK OF NOVA SCOTIA: 500,003
PRINCIPAL FINANCIAL GROUP INC: 279,946
VANGUARD GROUP INC: 265,706
7.64% of Brookfield Wealth Solutions Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 12.46 M shares in the last 24 months. This purchase volume represents approximately $562.13 M in transactions.