Insiders own 6.8% of Brookfield Wealth Solutions Ltd. (NYSE:BNT) shares but individual investors control 57% of the company

editorial-team@simplywallst.com (Simply Wall St)

Sun, Mar 30, 2025, 6:51 AM 4 min read

Brookfield Wealth Solutions' significant individual investors ownership suggests that the key decisions are influenced by shareholders from the larger public
A total of 25 investors have a majority stake in the company with 18% ownership
Past performance of a company along with ownership data serve to give a strong idea about prospects for a business

A look at the shareholders of Brookfield Wealth Solutions Ltd. (NYSE:BNT) can tell us which group is most powerful. We can see that individual investors own the lion's share in the company with 57% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

Individual insiders, on the other hand, account for 6.8% of the company's stockholders. Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies.

Let's delve deeper into each type of owner of Brookfield Wealth Solutions, beginning with the chart below.

Check out our latest analysis for Brookfield Wealth Solutions

ownership-breakdown — NYSE:BNT Ownership Breakdown March 30th 2025

What Does The Institutional Ownership Tell Us About Brookfield Wealth Solutions?

Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.

Brookfield Wealth Solutions already has institutions on the share registry. Indeed, they own a respectable stake in the company. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Brookfield Wealth Solutions' earnings history below. Of course, the future is what really matters.

earnings-and-revenue-growth — NYSE:BNT Earnings and Revenue Growth March 30th 2025

Hedge funds don't have many shares in Brookfield Wealth Solutions. James Flatt is currently the largest shareholder, with 9.2% of shares outstanding. In comparison, the second and third largest shareholders hold about 4.8% and 0.8% of the stock.

Our studies suggest that the top 25 shareholders collectively control less than half of the company's shares, meaning that the company's shares are widely disseminated and there is no dominant shareholder.

Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Our information suggests that there isn't any analyst coverage of the stock, so it is probably little known.

Insider Ownership Of Brookfield Wealth Solutions

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.

Shareholders would probably be interested to learn that insiders own shares in Brookfield Wealth Solutions Ltd.. It is a very large company, and board members collectively own US$866m worth of shares (at current prices). It is good to see this level of investment. You can check here to see if those insiders have been buying recently.

General Public Ownership

The general public, mostly comprising of individual investors, collectively holds 57% of Brookfield Wealth Solutions shares. This size of ownership gives investors from the general public some collective power. They can and probably do influence decisions on executive compensation, dividend policies and proposed business acquisitions.

Next Steps:

I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. For example, we've discovered 1 warning sign for Brookfield Wealth Solutions that you should be aware of before investing here.

Of course this may not be the best stock to buy. Therefore, you may wish to see our free collection of interesting prospects boasting favorable financials.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.