9JG - Brookfield Wealth Solutions Ltd. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (DB)

Grundlæggende statistik

Institutionelle ejere	135 total, 134 long only, 0 short only, 1 long/short - change of -18,18% MRQ
Del pris	37,40
Gennemsnitlig porteføljeallokering	0.0427 % - change of -63,80% MRQ
Deler fremragende	shares (source: Capital IQ)

Institutionelle aktier (lange)	18.827.756 - 31,42% (ex 13D/G) - change of 5,93MM shares 46,01% MRQ
Institutionel værdi (lang)	$ 871.666 USD ($1000)

Institutionelt ejerskab og aktionærer

Brookfield Wealth Solutions Ltd. (DE:9JG) har 135 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 18,827,756 aktier. Største aktionærer omfatter Partners Value Investments LP, Brookfield Asset Management Inc., Royal Bank Of Canada, Bank Of Nova Scotia, Vanguard Group Inc, Principal Financial Group Inc, Montrusco Bolton Investments Inc., Canada Pension Plan Investment Board, Norges Bank, and PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3 .

Brookfield Wealth Solutions Ltd. (DB:9JG) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 4, 2026 is 37,40 / share. Previously, on March 10, 2025, the share price was 46,80 / share. This represents a decline of 20,09% over that period.

DE:9JG / Brookfield Wealth Solutions Ltd. Institutional Ownership

Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Se Højest rangerende aktier

13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato	Kilde	Investor	Type	Aktier	Δ Aktier (%)	Rapporteret Værdi ($1000)	Δ Værdi (%)
2026-02-10	13F	GoodHaven Capital Management, LLC		207	43,75	10	0,00
2026-02-03	13F	Sequoia Financial Advisors, LLC		4.735	48,76	218	-0,46
2026-02-13	13F	Citigroup Inc		6	-99,25	0	-100,00
2026-02-13	13F	Arkadios Wealth Advisors		5.029	49,99	231	0,87
2025-09-24	NP	PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3		156.328	0,00	10.463	24,74
2026-02-11	13F	Deutsche Bank Ag\		3.673	64,63	169	10,53
2026-02-12	13F	Pettinga Financial Advisors, LLC		4.500	50,00	207	0,49
2025-09-26	NP	BKIE - BNY Mellon International Equity ETF		1.420		95
2026-02-09	13F	Legal & General Group Plc		104.568	39,17	4.820	-6,44
2026-02-13	13F	Santa Monica Partners Lp		6.904	49,99	0
2026-02-13	13F	Morgan Stanley		6.297	-51,29	289	-67,34
2026-01-16	13F	Louisbourg Investments Inc.		53	47,22	2	0,00
2025-11-10	13F	Hartland & Co., LLC		0	-100,00	0
2026-01-29	13F	Vanguard Group Inc		624.299	134,96	28.741	57,79
2026-02-13	13F	Wells Fargo & Company/mn		1.978	45,12	91	-2,15
2026-02-13	13F	Barclays Plc		21	50,00	1
2025-11-12	13F	NewSquare Capital LLC		0	-100,00	0
2026-01-27	13F	TD Waterhouse Canada Inc.		3.281	45,43	144	-4,03
2026-02-11	13F	Jpmorgan Chase & Co		1.187	12,19	55	-25,00
2026-02-13	13F	Woodbridge CO LTD		3.051	50,00	140	52,17
2026-02-17	13F	PDT Partners, LLC		5.014		230
2025-09-24	NP	IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		29.623	-0,15	1.981	24,05
2026-03-04	13F	SHP Wealth Management		15		1
2025-09-25	NP	DFIS - Dimensional International Small Cap ETF		0	-100,00	0	-100,00
2026-02-13	13F	Brookfield Asset Management Inc.		1.355.764	50,00	62.297	0,63
2026-02-17	13F	Royal Bank Of Canada		879.629	50,27	40.418	0,81
2025-11-14	13F	Schonfeld Strategic Advisors LLC		0	-100,00	0	-100,00
2026-01-23	13F	Farther Finance Advisors, LLC		4	-42,86	0
2026-02-17	13F	Two Sigma Advisers, Lp		0	-100,00	0
2025-09-26	NP	FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9.304	0,00	622	24,15
2026-02-17	13F	North Capital, Inc.		0	-100,00	0
2026-02-12	13F	Renaissance Technologies Llc		6.249	-39,36	287	-59,29
2026-02-13	13F	Golden State Wealth Management, LLC		1	0,00	0
2026-02-17	13F	Public Employees Retirement System Of Ohio		8.261	-6,67	381	-37,40
2025-11-14	13F	Raymond James Financial Inc		0	-100,00	0	-100,00
2026-01-27	13F	Zurcher Kantonalbank (Zurich Cantonalbank)		10.918		502
2026-02-09	13F	Leavell Investment Management, Inc.		36.786	49,99	1.690	0,78
2026-02-13	13F	Heritage Wealth Advisors		19	46,15	1
2026-02-18	13F	GWM Advisors LLC		1	0,00	0
2025-09-25	NP	Dfa Investment Dimensions Group Inc - Va International Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		591		40
2026-02-11	13F	Parallel Advisors, LLC		0	-100,00	0
2026-02-17	13F	Citadel Advisors Llc		16.149	431,22	742	256,73
2025-09-25	NP	DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		676	-32,40	45	-15,09
2025-09-25	NP	DFAI - Dimensional International Core Equity Market ETF		1.200		80
2026-01-26	13F	Private Trust Co Na		15	50,00	1
2026-02-17	13F	Susquehanna International Group, Llp		0	-100,00	0
2026-01-28	13F	Financial Perspectives, Inc		30	50,00	1	0,00
2025-09-25	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		470	-70,27	31	-62,65
2025-11-12	13F	Group One Trading, L.p.		0	-100,00	0
2025-11-13	13F	Arrowstreet Capital, Limited Partnership		0	-100,00	0
2025-09-25	NP	DISV - Dimensional International Small Cap Value ETF		170	-84,14	11	-80,70
2026-02-12	13F	Bank Of Montreal /can/		18.862	-74,91	868	-83,16
2026-02-13	13F	Becker Capital Management Inc		4.725	50,00	217	0,93
2026-02-17	13F	XTX Topco Ltd		5.418	57,50	249	5,53
2026-01-30	13F	Oakworth Capital, Inc.		3	50,00	0
2026-02-04	13F	Schwartz Investment Counsel Inc		87.398	64,29	4.016	10,21
2026-02-17	13F	Point72 Asset Management, L.P.		9.902		456
2026-02-13	13F	Cornerstone Financial Management LLC		57		3
2025-11-07	13F	Shell Asset Management Co		303	-74,06	0
2026-02-12	13F	Swiss National Bank		45.350	18,41	2.092	-20,34
2025-11-14	13F	Cubist Systematic Strategies, LLC		3.630		249
2025-11-14	13F	D. E. Shaw & Co., Inc.		0	-100,00	0
2026-01-29	13F	Pictet Asset Management Holding SA		4.614	41,27	213	-4,93
2026-02-17	13F	Millennium Management Llc		0	-100,00	0
2026-02-12	13F	Wealthspire Advisors, LLC		0	-100,00	0
2025-09-25	NP	DFSI - Dimensional International Sustainability Core 1 ETF		133	0,00	9	14,29
2026-02-13	13F	Parkside Financial Bank & Trust		1	0,00	0
2026-02-12	13F	Jane Street Group, Llc		5.985		275
2026-02-17	13F	Advisor Group Holdings, Inc.		134	42,55	6	0,00
2025-09-25	NP	DFIC - Dimensional International Core Equity 2 ETF		1.521	0,00	102	24,69
2026-01-29	13F	Nbc Securities, Inc.		2.543	49,85	117	0,00
2025-10-10	13F	Kathleen S. Wright Associates Inc.		39	0,00	3	0,00
2025-09-25	NP	TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7.904		530
2026-02-12	13F	Steward Partners Investment Advisory, Llc		27	42,11	1	0,00
2026-02-17	13F	Susquehanna Advisors Group, Inc.		16.066		738
2026-01-23	13F	Tandem Capital Management Corp /adv		154.562	44,35	7.102	-3,15
2026-02-05	13F	Allworth Financial LP		150		7
2026-02-17	13F	Russell Investments Group, Ltd.		10.525	5,84	485	-28,78
2025-11-14	13F	Ubs Asset Management Americas Inc		0	-100,00	0
2026-01-20	13F	Investment Research & Advisory Group, Inc.		22	46,67	1	0,00
2026-02-06	13F	Pnc Financial Services Group, Inc.		428	49,65	20	0,00
2025-09-24	NP	SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4.303	-13,14	288	7,89
2026-01-30	13F	Us Bancorp \de\		20		1
2026-02-02	13F	Triasima Portfolio Management inc.		38.329	52,45	1.767	2,44
2026-02-13	13F	Aigen Investment Management, Lp		0	-100,00	0
2026-02-11	13F	Horizon Kinetics Asset Management Llc		30.737	-2,36	1.412	-1,74
2026-02-12	13F	Nuveen, LLC		22.792	50,00	1.051	0,86
2026-01-09	13F	Pacifica Partners Inc.		9	12,50	0
2026-01-29	13F	Quent Capital, LLC		16	45,45	1
2025-11-14	13F	Point72 Asia (Singapore) Pte. Ltd.		1.400		96
2026-01-30	13F	Lincluden Management Ltd		0	-100,00	0
2026-02-12	13F	Federation des caisses Desjardins du Quebec		11.615	42,36	509	-5,75
2026-02-12	13F	Moerus Capital Management LLC		1.187	22,25	55	-18,18
2026-02-13	13F	Aviso Financial Inc.		0	-100,00	0
2026-02-13	13F	MAI Capital Management		2.793	49,76	128	0,79
2026-02-13	13F	Beutel, Goodman & Co Ltd.		106	49,30	0
2026-02-06	13F	Global Retirement Partners, LLC		197	49,24	9	0,00
2026-02-10	13F	CIBC World Markets Inc.		47.175	48,11	2.172	49,21
2026-02-13	13F	National Bank Of Canada /fi/		11.701	108,17	523	38,46
2026-02-10	13F	Belvedere Trading LLC		3.330		210
2026-02-10	13F	Belvedere Trading LLC	Put	15.000		705
2026-02-11	13F	Clearbridge Investments, LLC		0	-100,00	0
2026-02-17	13F	Trexquant Investment LP		0	-100,00	0
2026-02-10	13F	Belvedere Trading LLC	Call	1.550		75
2026-02-13	13F	JustInvest LLC		4.903		225
2026-02-14	13F	Rockefeller Capital Management L.P.		11.755	3.156,23	540	2.150,00
2026-02-17	13F	Bank Of America Corp /de/		21.251	18,67	976	-20,39
2026-01-29	13F	UBS Group AG		52.943	-1,87	2.433	-34,18
2026-02-05	13F	Bessemer Group Inc		259	49,71	0
2026-02-06	13F	Covestor Ltd		3	50,00	0
2026-02-13	13F	Partners Value Investments LP		12.320.344	50,00	566.120	0,64
2026-02-17	13F	Toronto Dominion Bank		96.237	-11,75	4.424	-40,78
2025-11-14	13F	Sagard Holdings Management Inc.		19	0,00	1	0,00
2026-02-12	13F	CIBC Private Wealth Group, LLC		2.658	49,92	122	0,83
2025-09-25	NP	DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		568	9,23	38	40,74
2026-02-13	13F	Sterling Capital Management LLC		117	50,00	5	0,00
2026-02-10	13F	Norges Bank		211.689		9.746
2026-02-17	13F	Tower Research Capital LLC (TRC)		2.671	326,00	123	190,48
2026-01-07	13F	Hilltop National Bank		0	-100,00	0
2026-02-06	13F	EverSource Wealth Advisors, LLC		276	2.023,08	13
2026-01-16	13F	Trust Co Of Vermont		16	45,45	1
2026-01-20	13F	Signaturefd, Llc		299	2.200,00	14
2026-01-26	13F	Cwm, Llc		107	48,61	0
2026-02-10	13F	Bruni J V & Co /co		7.155	6,27	329	-28,85
2026-01-29	13F	Montrusco Bolton Investments Inc.		234.974	74,78	10.832	17,51
2026-02-10	13F	Td Asset Management Inc		73.276	5,69	3.378	-28,97
2026-02-17	13F	Scarborough Advisors, LLC		1	0,00	0
2026-02-11	13F	Allianz Asset Management GmbH		0	-100,00	0
2026-02-10	13F	Goldman Sachs Group Inc		79.144	-24,35	3.637	-49,25
2026-02-24	13F	Bell Investment Advisors, Inc		0	-100,00	0
2026-02-12	13F	Northwest & Ethical Investments L.P.		3.024	99,47	139	34,95
2026-02-12	13F	Commonwealth Equity Services, Llc		6.756		310
2026-02-17	13F	Warren Averett Asset Management, LLC		4.728	49,95	217	0,93
2025-09-29	NP	PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1.617	109,46	108	163,41
2026-02-12	13F	Proficio Capital Partners LLC		35.589	50,00	1.635	0,68
2026-02-13	13F	Searle & Co.		0	-100,00	0
2026-02-17	13F	Amundi		8.846	79,76	406	21,56
2026-02-17	13F	Captrust Financial Advisors		6.627	50,03	305	0,66
2026-02-17	13F	Broad Run Investment Management, LLC		23.581	50,00	1.084	0,65
2026-02-09	13F	Harbour Investments, Inc.		150	50,00	7	0,00
2026-02-20	13F	Sunbelt Securities, Inc.		6	50,00	0
2026-02-17	13F	Algert Global Llc		0	-100,00	0
2025-10-29	13F	JCIC Asset Management Inc.		0	-100,00	0
2026-02-17	13F	Advisory Services Network, LLC		0	-100,00	0
2026-02-13	13F	Bank Of Nova Scotia		750.004	50,00	34.528	0,71
2026-02-10	13F/A	Northwestern Mutual Wealth Management Co		4		0
2025-11-14	13F	Credit Agricole S A		0	-100,00	0
2025-10-31	13F	Whittier Trust Co		0	-100,00	0
2025-11-14	13F	Strategic Wealth Partners, Ltd.		1.593	0,00	109	11,22
2026-02-12	13F	Ci Investments Inc.		140.404	45,84	6.452	107.416,67
2026-02-06	13F	Fortis Group Advisors, LLC		3	50,00	0
2026-01-16	13F	Ronald Blue Trust, Inc.		0	-100,00	0
2026-02-13	13F	Ossiam		14.877	-54,02	686	-69,12
2026-02-17	13F	Fmr Llc		28.426	50,00	1.308	0,69
2026-02-02	13F	Principal Financial Group Inc		371.656	32,76	17.078	-10,93
2026-01-21	13F	Flagship Harbor Advisors, Llc		10		0
2025-09-24	NP	IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		62.302	138,43	4.167	196,16
2025-09-25	NP	HFCSX - Hennessy Focus Fund Investor Class		15.721	0,00	1.052	24,79
2026-02-19	13F	Invesco Ltd.		4.951		227
2025-10-24	13F	Hemington Wealth Management		143	0,00	0
2026-02-09	13F	Geode Capital Management, Llc		46.765	62,69	2.672	10,88
2026-02-10	13F	CIBC Asset Management Inc		0	-100,00	0
2025-11-14	13F	Manchester Capital Management LLC		0	-100,00	0
2025-11-17	13F	FSA Wealth Management LLC		2	0,00	0
2026-02-12	13F	BlackRock, Inc.		9.418	1.065,59	433	685,45
2026-02-17	13F	Canada Pension Plan Investment Board		215.461	123,30	9.920	49,99
2026-02-18	13F	Mackenzie Financial Corp		120.201	77,41	5.586	20,31
2025-09-26	NP	ETISX - E*TRADE No Fee International Index Fund		31		2
2026-02-17	13F	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main		0	-100,00	0
2025-09-25	NP	Dfa Investment Trust Co - The Dfa International Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		678		45
2025-11-14	13F	Alliancebernstein L.p.		0	-100,00	0	-100,00

US:BNT	42,30 $
CA:BNT	57,36 CA$

9JG - Brookfield Wealth Solutions Ltd. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (DB)

Grundlæggende statistik

Institutionelt ejerskab og aktionærer

Fondens stemningsscore

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13F og NPORT arkivering

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