129 institutions reported holding $807.2M of BROOKFIELD WEALTH SOL LTD (BNT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Partners Value Investments L.P. ($510.1M), BROOKFIELD Corp /ON/ ($56.1M), VANGUARD CAPITAL MANAGEMENT LLC ($40.7M), Royal Bank of Canada ($35.6M), BANK OF NOVA SCOTIA ($29.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Partners Value Investments L.P. | $510.1M | 12.3M | Hold |
| 2 | BROOKFIELD Corp /ON/ | $56.1M | 1.4M | Hold |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $40.7M | 979,685 | New |
| 4 | Royal Bank of Canada | $35.6M | 860,593 | Trimmed |
| 5 | BANK OF NOVA SCOTIA | $29.7M | 715,004 | Trimmed |
| 6 | PRINCIPAL FINANCIAL GROUP INC | $15.0M | 362,388 | Trimmed |
| 7 | VANGUARD FIDUCIARY TRUST CO | $13.4M | 323,451 | New |
| 8 | Alberta Investment Management Corp | $12.7M | 307,050 | New |
| 9 | MONTRUSCO BOLTON INVESTMENTS INC. | $12.7M | 307,408 | Added |
| 10 | CANADA PENSION PLAN INVESTMENT BOARD | $8.9M | 215,461 | Hold |
| 11 | CI INVESTMENTS INC. | $7.9M | 190,208 | Added |
| 12 | TANDEM CAPITAL MANAGEMENT CORP /ADV | $6.2M | 150,475 | Trimmed |
| 13 | Vanguard Global Advisers, LLC | $4.9M | 117,566 | New |
| 14 | Legal & General Group Plc | $4.4M | 106,304 | Added |
| 15 | MACKENZIE FINANCIAL CORP | $4.1M | 98,023 | Trimmed |
| 16 | GOLDMAN SACHS GROUP INC | $3.7M | 89,612 | Added |
| 17 | SCHWARTZ INVESTMENT COUNSEL INC | $3.6M | 87,398 | Hold |
| 18 | TORONTO DOMINION BANK | $3.3M | 80,017 | Trimmed |
| 19 | BANK OF MONTREAL /CAN/ | $2.0M | 49,095 | Added |
| 20 | Swiss National Bank | $1.9M | 45,350 | Hold |
| 21 | CIBC WORLD MARKET INC. | $1.9M | 44,652 | Trimmed |
| 22 | TD Asset Management Inc | $1.9M | 44,725 | Trimmed |
| 23 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.5M | 36,786 | Hold |
| 24 | Proficio Capital Partners LLC | $1.5M | 35,589 | Hold |
| 25 | SEARLE & CO. | $1.4M | 33,980 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31