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 | 05/15/2026 | 12.32 M | $510.06 M | 0.00% | 4.04% |
| BROOKFIELD CORP /ON/ | 05/15/2026 | 1.36 M | $56.13 M | 0.00% | 0.44% |
| 05/15/2026 | 979.69 K | $40.67 M | 100.00% | 0.32% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 860.59 K | $35.63 M | -2.16% | 0.28% |
| BANK OF NOVA SCOTIA | 05/14/2026 | 715.00 K | $29.68 M | -4.67% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 362.39 K | $15.00 M | -2.49% | 0.12% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 323.45 K | $13.43 M | 100.00% | 0.11% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 04/28/2026 | 307.41 K | $12.72 M | 30.83% | 0.10% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 04/29/2026 | 307.05 K | $12.75 M | 100.00% | 0.10% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 215.46 K | $8.95 M | 0.00% | 0.07% |
| CI INVESTMENTS INC. | 05/13/2026 | 190.21 K | $7.87 M | 35.47% | 0.06% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 04/16/2026 | 150.48 K | $6.23 M | -2.64% | 0.05% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 117.57 K | $4.88 M | 100.00% | 0.04% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 106.30 K | $4.40 M | 1.66% | 0.03% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 98.02 K | $4.07 M | -18.45% | 0.03% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 89.61 K | $3.71 M | 13.23% | 0.03% |
| SCHWARTZ INVESTMENT COUNSEL INC | 05/04/2026 | 87.40 K | $3.62 M | 0.00% | 0.03% |
| TORONTO DOMINION BANK | 05/15/2026 | 80.02 K | $3.31 M | -16.85% | 0.03% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 49.10 K | $2.04 M | 160.29% | 0.02% |
| SWISS NATIONAL BANK | 05/07/2026 | 45.35 K | $1.88 M | 0.00% | 0.01% |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 44.73 K | $1.85 M | -38.96% | 0.01% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 44.65 K | $1.85 M | -5.35% | 0.01% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 36.79 K | $1.52 M | 0.00% | 0.01% |
| PROFICIO CAPITAL PARTNERS LLC | 05/14/2026 | 35.59 K | $1.47 M | 0.00% | 0.01% |
| SEARLE & CO. | 05/08/2026 | 33.98 K | $1.41 M | 0.00% | 0.01% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 30.74 K | $1.27 M | 0.00% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 29.38 K | $1.22 M | 366.49% | 0.01% |
| FMR LLC | 05/15/2026 | 28.43 K | $1.18 M | 0.00% | 0.01% |
| CITADEL ADVISORS LLC | 05/15/2026 | 27.29 K | $1.13 M | 68.98% | 0.01% |
| VANGUARD ASSET MANAGEMENT, LTD | 05/08/2026 | 24.70 K | $1.03 M | 100.00% | 0.01% |
| BROAD RUN INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 23.58 K | $976.25 K | 0.00% | 0.01% |
| BLACKROCK, INC. | 05/13/2026 | 22.38 K | $926.54 K | 137.63% | 0.01% |
| NUVEEN, LLC | 04/30/2026 | 21.68 K | $897.19 K | -4.87% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 19.67 K | $814.46 K | -62.84% | 0.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 16.42 K | $679.77 K | -64.90% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 16.19 K | $662.54 K | 38.38% | 0.01% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 04/30/2026 | 14.56 K | $602.87 K | 207.54% | 0.00% |
| OSSIAM | 05/14/2026 | 14.44 K | $597.72 K | -2.91% | 0.00% |
| BELVEDERE TRADING LLC | 05/12/2026 | 14.25 K | $588.78 K | -5.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 13.62 K | $563.95 K | -35.90% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 12.65 K | $523.67 K | 102.42% | 0.00% |
| BELVEDERE TRADING LLC | 05/12/2026 | 11.80 K | $681.22 K | 254.23% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 11.76 K | $486.66 K | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 11.52 K | $462.89 K | -0.82% | 0.00% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 10.58 K | $438.05 K | 100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 10.09 K | $417.81 K | 100.00% | 0.00% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 05/15/2026 | 9.37 K | $387.71 K | -14.22% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 8.35 K | $345.82 K | 39.57% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 8.26 K | $341.77 K | 0.00% | 0.00% |
| SCOTIA CAPITAL INC. | 05/13/2026 | 8.08 K | $325.16 K | 100.00% | 0.00% |
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Brookfield Wealth Solutions Ltd. institutional Ownership - FAQ's
During the previous two years, 149 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: 860,593
BANK OF NOVA SCOTIA: 715,004
PRINCIPAL FINANCIAL GROUP INC: 362,388
VANGUARD FIDUCIARY TRUST CO: 323,451
6.38% of Brookfield Wealth Solutions Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 19.43 M shares in the last 24 months. This purchase volume represents approximately $817.91 M in transactions.