Brookfield Wealth Solutions Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PARTNERS VALUE INVESTMENTS L.P. | 08/14/2026 | 12.32 M | $525.59 M | 0.00% | 3.45% |
| BROOKFIELD CORP /ON/ | 08/14/2026 | 1.36 M | $57.84 M | 0.00% | 0.38% |
| ROYAL BANK OF CANADA | 08/14/2026 | 859.92 K | $36.68 M | -0.08% | 0.24% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 777.22 K | $33.12 M | -20.67% | 0.22% |
| BANK OF NOVA SCOTIA | 08/12/2026 | 750.00 K | $31.96 M | 4.90% | 0.21% |
| NORGES BANK | 08/12/2026 | 348.25 K | $14.83 M | 100.00% | 0.10% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 347.43 K | $14.82 M | -4.13% | 0.10% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 244.10 K | $10.39 M | 13.29% | 0.07% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 235.32 K | $10.03 M | -27.25% | 0.07% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 07/21/2026 | 179.20 K | $7.63 M | -41.71% | 0.05% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 08/11/2026 | 149.58 K | $6.38 M | -0.60% | 0.04% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 106.91 K | $6.46 M | 9.07% | 0.03% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 106.36 K | $4.53 M | 0.06% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 100.43 K | $4.28 M | 410.51% | 0.03% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 95.45 K | $4.06 M | 94.42% | 0.03% |
| SCHWARTZ INVESTMENT COUNSEL INC | 07/27/2026 | 90.95 K | $3.88 M | 4.07% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 87.67 K | $3.74 M | -25.43% | 0.02% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 81.03 K | $3.46 M | -9.58% | 0.02% |
| TORONTO DOMINION BANK | 08/14/2026 | 76.42 K | $3.26 M | -4.50% | 0.02% |
| CI INVESTMENTS INC. | 08/13/2026 | 62.30 K | $2.66 M | -67.24% | 0.02% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 62.11 K | $2.65 M | 100.00% | 0.02% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 55.05 K | $2.34 M | 23.28% | 0.02% |
| TD ASSET MANAGEMENT INC | 08/04/2026 | 46.77 K | $1.99 M | 4.57% | 0.01% |
| MORGAN STANLEY | 08/13/2026 | 40.80 K | $1.74 M | 38.89% | 0.01% |
| SWISS NATIONAL BANK | 08/11/2026 | 39.55 K | $1.68 M | -12.79% | 0.01% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 07/21/2026 | 35.91 K | $1.53 M | -2.38% | 0.01% |
| PROFICIO CAPITAL PARTNERS LLC | 08/17/2026 | 35.59 K | $1.52 M | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 34.62 K | $1.46 M | 468.21% | 0.01% |
| SEARLE & CO. | 07/27/2026 | 33.98 K | $1.45 M | 0.00% | 0.01% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 30.73 K | $1.31 M | -0.02% | 0.01% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 28.76 K | $1.23 M | 184.97% | 0.01% |
| BLACKROCK, INC. | 08/07/2026 | 27.17 K | $1.16 M | 21.41% | 0.01% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 26.60 K | $1.13 M | 100.00% | 0.01% |
| FMR LLC | 08/13/2026 | 25.69 K | $1.09 M | -9.64% | 0.01% |
| CITADEL ADVISORS LLC | 09/02/2026 | 25.22 K | $1.08 M | -7.58% | 0.01% |
| VANGUARD ASSET MANAGEMENT, LTD | 08/13/2026 | 23.86 K | $1.02 M | -3.41% | 0.01% |
| BROAD RUN INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 23.58 K | $1.01 M | 0.00% | 0.01% |
| NUVEEN, LLC | 08/11/2026 | 18.03 K | $767.88 K | -16.86% | 0.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 17.10 K | $727.09 K | 4.18% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 13.59 K | $579.58 K | -0.26% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 11.47 K | $445.23 K | -0.41% | 0.00% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 10.95 K | $465.97 K | 100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 10.80 K | $460.73 K | -14.62% | 0.00% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 10.58 K | $451.47 K | 0.02% | 0.00% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 08/12/2026 | 9.37 K | $399.51 K | 0.00% | 0.00% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/17/2026 | 9.05 K | $386.25 K | -37.82% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/17/2026 | 8.49 K | $361.54 K | 2.74% | 0.00% |
| XTX TOPCO LTD | 08/14/2026 | 7.27 K | $309.97 K | 30.64% | 0.00% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 7.24 K | $308.83 K | -10.41% | 0.00% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 7.00 K | $298.41 K | 15.91% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Brookfield Wealth Solutions Ltd. institutional Ownership - FAQ's
During the previous two years, 153 institutional investors and hedge funds held shares of Brookfield Wealth Solutions Ltd.. The most heavily invested institutionals were:
Partners Value Investments L.P.: 12.32 M
BROOKFIELD Corp /ON/: 1.36 M
ROYAL BANK OF CANADA: 859,918
VANGUARD CAPITAL MANAGEMENT LLC: 777,219
BANK OF NOVA SCOTIA: 750,004
NORGES BANK: 348,251
5.37% of Brookfield Wealth Solutions Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 19.95 M shares in the last 24 months. This purchase volume represents approximately $839.57 M in transactions.