Brookfield Wealth Solutions Ltd.
Institutional Ownership & Holdings Analysis
About
brookfield-wealth-solutions is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Partners Value Investments L.P.(2025-03-31) | $428.6M |
| 2 | BROOKFIELD Corp /ON/(2025-03-31) | $47.2M |
| 3 | ROYAL BANK OF CANADA(2025-03-31) | $32.0M |
| 4 | BANK OF NOVA SCOTIA(2025-03-31) | $26.1M |
| 5 | BANK OF MONTREAL /CAN/(2025-03-31) | $15.1M |
| 6 | PRINCIPAL FINANCIAL GROUP INC(2025-03-31) | $14.7M |
| 7 | NATIONAL BANK OF CANADA /FI/(2025-03-31) | $13.4M |
| 8 | MONTRUSCO BOLTON INVESTMENTS INC.(2025-03-31) | $8.8M |
| 9 | TORONTO DOMINION BANK(2025-03-31) | $5.9M |
| 10 | TANDEM CAPITAL MANAGEMENT CORP /ADV(2025-03-31) | $5.6M |
| 11 | CANADA PENSION PLAN INVESTMENT BOARD(2025-03-31) | $5.0M |
| 12 | SCHWARTZ INVESTMENT COUNSEL INC(2025-03-31) | $4.4M |
| 13 | UBS Group AG(2025-03-31) | $3.4M |
| 14 | Clearbridge Investments, LLC(2025-03-31) | $3.3M |
| 15 | MACKENZIE FINANCIAL CORP(2025-03-31) | $2.7M |
| 16 | Nuveen Asset Management, LLC(2024-12-31) | $2.7M |
| 17 | GOLDMAN SACHS GROUP INC(2025-03-31) | $2.5M |
| 18 | Nuveen, LLC(2025-03-31) | $2.1M |
| 19 | TD ASSET MANAGEMENT INC(2025-03-31) | $2.1M |
| 20 | Swiss National Bank(2025-03-31) | $2.0M |
As of 2025-03-31
Value:$428.6M
As of 2025-03-31
Value:$47.2M
As of 2025-03-31
Value:$32.0M
As of 2025-03-31
Value:$26.1M
As of 2025-03-31
Value:$15.1M
As of 2025-03-31
Value:$14.7M
As of 2025-03-31
Value:$13.4M
As of 2025-03-31
Value:$8.8M
As of 2025-03-31
Value:$5.9M
As of 2025-03-31
Value:$5.6M
As of 2025-03-31
Value:$5.0M
As of 2025-03-31
Value:$4.4M
#13UBS Group AG
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$3.3M
As of 2025-03-31
Value:$2.7M
As of 2024-12-31
Value:$2.7M
As of 2025-03-31
Value:$2.5M
#18Nuveen, LLC
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$2.0M
Total Institutional Holders:114
Top 10 Holders Own:91.5%