Who Owns BROOKFIELD WEALTH SOL LTD (BNT)? -- Institutional Holders (2026-06-30)
125 institutions reported holding $821.3M of BROOKFIELD WEALTH SOL LTD (BNT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Partners Value Investments L.P. ($525.6M), BROOKFIELD Corp /ON/ ($57.8M), VANGUARD GROUP INC ($48.2M), Royal Bank of Canada ($36.7M), BANK OF NOVA SCOTIA ($32.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Partners Value Investments L.P. | $525.6M | 12.3M | Hold |
| 2 | BROOKFIELD Corp /ON/ | $57.8M | 1.4M | Hold |
| 3 | VANGUARD GROUP INC | $48.2M | 1.1M | Trimmed |
| 4 | Royal Bank of Canada | $36.7M | 859,918 | Trimmed |
| 5 | BANK OF NOVA SCOTIA | $32.0M | 750,004 | Added |
| 6 | NORGES BANK | $14.8M | 348,251 | Added |
| 7 | PRINCIPAL FINANCIAL GROUP INC | $14.8M | 347,428 | Trimmed |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | $10.4M | 244,096 | Added |
| 9 | MONTRUSCO BOLTON INVESTMENTS INC. | $7.6M | 179,200 | Trimmed |
| 10 | MACKENZIE FINANCIAL CORP | $6.5M | 106,909 | Added |
| 11 | TANDEM CAPITAL MANAGEMENT CORP /ADV | $6.4M | 149,575 | Trimmed |
| 12 | Legal & General Group Plc | $4.5M | 106,364 | Added |
| 13 | UBS Group AG | $4.3M | 100,432 | Added |
| 14 | BANK OF MONTREAL /CAN/ | $4.1M | 95,451 | Added |
| 15 | SCHWARTZ INVESTMENT COUNSEL INC | $3.9M | 90,954 | Added |
| 16 | GOLDMAN SACHS GROUP INC | $3.5M | 81,025 | Trimmed |
| 17 | TORONTO DOMINION BANK | $3.3M | 76,416 | Trimmed |
| 18 | CI INVESTMENTS INC. | $2.7M | 62,304 | Trimmed |
| 19 | DIMENSIONAL FUND ADVISORS LP | $2.6M | 62,106 | New |
| 20 | CIBC WORLD MARKET INC. | $2.3M | 55,047 | Added |
| 21 | TD Asset Management Inc | $2.0M | 46,771 | Added |
| 22 | MORGAN STANLEY | $1.7M | 40,798 | Added |
| 23 | Swiss National Bank | $1.7M | 39,550 | Trimmed |
| 24 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.5M | 35,909 | Trimmed |
| 25 | Proficio Capital Partners LLC | $1.5M | 35,589 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30