$BNT

$38.07 +$0.11 (0.29%) Close

$BNT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 224.0M shares outstanding

Who owns BNT?

By type of holder

Institutions 8.6% Insiders 0.0% Everyone else 91.4%

Concentration Top 10 holders own 7.8%

Partners Value Investments L.P. 5.5% · Brookfield Corp /ON/ 0.6%

Institutional ownership

8.6%

-0.1 pts vs last qtr

Institutional holders

114

+1 vs last qtr

Net shares bought

−254.2K

by institutions in Q2 2026

New / sold out

16 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +348.3K
UBS Group AG +80.8K

Biggest sellers in Q2 2026

Alberta Investment Management Corp SOLD OUT −307.1K
Vanguard Capital Management LLC −202.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Brookfield Wealth Solutions Ltd in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Brookfield Wealth Solutions Ltd.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years97% Under 1 year3%

Quarterly turnover

4.5%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting BNT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PV Partners Value Investments L.P.	12.3M	5.50%	Unchanged	2024	5.4%
Shares held by quarter Peak holding12.3M (Q4'25) Change over 8 quarters+4.1M Share of the company5.500% Partners Value Investments L.P.'s full portfolio →
B/ Brookfield Corp /ON/	1.4M	0.61%	Unchanged	2024	0.1%
Shares held by quarter Peak holding1.4M (Q4'25) Change over 8 quarters+888.1K Share of the company0.610% Brookfield Corp /ON/'s full portfolio →

Partners Value Investments L.P.

12.3M

% of company

5.50%

Change vs last qtr

Unchanged

Held since

2024

Brookfield Corp /ON/

1.4M

% of company

0.61%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Brookfield Wealth Solutions Ltd, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BNT on Form N-PORT; together they hold 0.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MF MidCap Fund Principal Funds, Inc	$10.1M	232.8K	0.10%	0.04%	July 31, 2026
AM Ave Maria Growth Focused Fund Schwartz Investment Trust	$3.88M	91.0K	0.04%	4.68%	June 30, 2026

MidCap Fund

Principal Funds, Inc

Position value

$10.1M

% of company

0.10%

% of the fund

0.04%

As of

July 31, 2026

Ave Maria Growth Focused Fund

Schwartz Investment Trust

Position value

$3.88M

% of company

0.04%

% of the fund

4.68%

As of

June 30, 2026

8 more funds behind a free account

See every fund holding Brookfield Wealth Solutions Ltd and how much of the fund the position is.

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