Who Owns Brookfield Wealth Solutions Stock?
NYSE: BNTFinanceProperty-Casualty InsurersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 46.31%
- Held by insiders
- 23.79%
- Institutional holders
- 186
- Institutions 46.3%
- Insiders 23.8%
- Public and other 29.9%
Who owns Brookfield Wealth Solutions stock?
Institutional investors own about 46.3% of Brookfield Wealth Solutions's shares, spread across 186 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 23.79% of BNT.
The largest institutional holders are Partners Value Investments LP (18.79%), Brookfield Corp /ON/ (2.07%) and Royal Bank of Canada (1.31%). Together, the top 10 institutions control 26.6% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their BNT positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BNT
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Partners Value Investments LP | 12.32M | 18.79% | 0.0% |
| Brookfield Corp /ON/ | 1.36M | 2.07% | 0.0% |
| Royal Bank of Canada | 859.92K | 1.31% | -0.1% |
| Vanguard Capital Management LLC | 777.22K | 1.19% | -20.7% |
| Bank of Nova Scotia | 750.00K | 1.14% | +4.9% |
| NORGES BANK | 348.25K | 0.53% | +64.5% |
| Principal Financial Group, Inc. | 347.43K | 0.53% | -4.1% |
| Canada Pension Plan Investment Board | 244.10K | 0.37% | +13.3% |
| Vanguard Fiduciary Trust Co | 235.32K | 0.36% | -27.3% |
| Montrusco Bolton Investments Inc. | 179.20K | 0.27% | -41.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BNT
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | 390.86K | 0.60% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | 258.62K | 0.39% |
| Principal Funds, Inc-MidCap Fund | 232.78K | 0.36% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | 97.81K | 0.15% |
| Schwartz Investment Trust-Ave Maria Growth Focused Fund | 90.95K | 0.14% |
| Principal Funds, Inc-Blue Chip Fund | 79.94K | 0.12% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | 77.21K | 0.12% |
| iShares Trust-iShares Core MSCI International Developed Markets ETF | 55.37K | 0.08% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | 27.09K | 0.04% |
| Dimensional ETF Trust-Dimensional International Value ETF | 26.38K | 0.04% |
Frequently asked questions
Who is the largest shareholder of Brookfield Wealth Solutions?
Partners Value Investments LP is the largest institutional shareholder of BNT, owning 18.79% of shares outstanding (12.32M shares) as of its latest 13F filing.
What percentage of Brookfield Wealth Solutions is owned by institutions?
Institutions own about 46.3% of BNT shares and 60.8% of the public float.
How much of Brookfield Wealth Solutions do insiders own?
Insiders, such as officers and directors, own about 23.79% of BNT shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.