Brookfield Wealth Solutions Ltd.
BNT- Exchange
- NYSE
- Industry
- Insurance Carriers, NEC
- SEC CIK
- 0001837429
No open-market purchases or sales by Brookfield Wealth Solutions Ltd. insiders were filed in the last 90 days; 114 institutions reported holding it in 13F filings for Q2 2026, worth $820.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Brookfield Wealth Solutions Ltd. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 114
- +4 vs. Q1 2026
- Shares held
- 19.2M
- −254.1K (−1.3%) vs. Q1 2026
- Total value
- $820.9M
- +$14.8M (+1.8%) vs. Q1 2026
- New holders
- 16
- 25 more added
- Sold out
- 12
- 38 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 114 | $820.9M |
| Q1 2026 | 112 | $806.1M |
| Q4 2025 | 113 | $854.3M |
| Q3 2025 | 122 | $843.4M |
| Q2 2025 | 110 | $758.8M |
| Q1 2025 | 105 | $659.8M |
| Q4 2024 | 104 | $748.9M |
| Q3 2024 | 102 | $634.7M |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 1 | $525 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partners Value Investments LP | 12,320,344 | $525.6M | 5.37% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,355,764 | $57.8M | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 859,918 | $36.7M | 0.01% | −675−0.1% | Reduced |
| Vanguard Capital Management LLC | 777,219 | $33.1M | 0.00% | −202,466−20.7% | Reduced |
| Bank of Nova Scotia | 750,004 | $32.0M | 0.05% | +35,000+4.9% | Added |
| Norges Bank | 348,251 | $14.8M | 0.00% | +348,251 | New |
| Principal Financial Group Inc | 347,428 | $14.8M | 0.01% | −14,960−4.1% | Reduced |
| Canada Pension Plan Investment Board | 244,096 | $10.4M | 0.01% | +28,635+13.3% | Added |
| Vanguard Fiduciary Trust Co | 235,321 | $10.0M | 0.00% | −88,130−27.2% | Reduced |
| Montrusco Bolton Investments Inc. | 179,200 | $7.63M | 0.12% | −128,208−41.7% | Reduced |
| Mackenzie Financial Corp | 106,909 | $6.46M | 0.01% | +8,886+9.1% | Added |
| Tandem Capital Management Corp | 149,575 | $6.38M | 2.68% | −900−0.6% | Reduced |
| Legal & General Group Plc | 106,364 | $4.53M | 0.00% | +60+0.1% | Added |
| UBS Group AG | 100,432 | $4.28M | 0.00% | +80,759+410.5% | Added |
| Bank of Montreal | 95,451 | $4.06M | 0.00% | +46,356+94.4% | Added |
| Schwartz Investment Counsel Inc | 90,954 | $3.88M | 0.13% | +3,556+4.1% | Added |
| Vanguard Global Advisers, LLC | 87,673 | $3.74M | 0.00% | −29,893−25.4% | Reduced |
| Goldman Sachs Group Inc | 81,025 | $3.46M | 0.00% | −8,587−9.6% | Reduced |
| Toronto Dominion Bank | 76,416 | $3.26M | 0.01% | −3,601−4.5% | Reduced |
| Ci Investments Inc. | 62,304 | $2.66M | 0.01% | −127,904−67.2% | Reduced |
| Dimensional Fund Advisors LP | 62,106 | $2.65M | 0.00% | +62,106 | New |
| CIBC World Markets Inc. | 55,047 | $2.34M | 0.00% | +10,395+23.3% | Added |
| TD Asset Management Inc | 46,771 | $1.99M | 0.00% | +2,046+4.6% | Added |
| Morgan Stanley | 40,798 | $1.74M | 0.00% | +11,423+38.9% | Added |
| Swiss National Bank | 39,550 | $1.68M | 0.00% | −5,800−12.8% | Reduced |
| Leavell Investment Management, Inc. | 35,909 | $1.53M | 0.06% | −877−2.4% | Reduced |
| Proficio Capital Partners LLC | 35,589 | $1.52M | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 34,621 | $1.46M | 0.00% | +28,528+468.2% | Added |
| Searle & Co. | 33,980 | $1.45M | 0.33% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 30,730 | $1.31M | 0.01% | −70.0% | Reduced |
| Two Sigma Investments, LP | 28,759 | $1.23M | 0.00% | +18,667+185.0% | Added |
| BlackRock, Inc. | 27,172 | $1.16M | 0.00% | +4,792+21.4% | Added |
| D. E. Shaw & Co., Inc. | 26,598 | $1.13M | 0.00% | +26,598 | New |
| FMR LLC | 25,687 | $1.09M | 0.00% | −2,739−9.6% | Reduced |
| Citadel Advisors LLC | 25,220 | $1.08M | 0.00% | −2,069−7.6% | Reduced |
| Vanguard Asset Management, Ltd | 23,859 | $1.02M | 0.00% | −842−3.4% | Reduced |
| Broad Run Investment Management, LLC | 23,581 | $1.01M | 0.15% | 00.0% | Unchanged |
| Nuveen, LLC | 18,025 | $767.9K | 0.00% | −3,656−16.9% | Reduced |
| Geode Capital Management, LLC | 17,103 | $727.1K | 0.00% | +687+4.2% | Added |
| Bank of America Corp | 13,586 | $579.6K | 0.00% | −36−0.3% | Reduced |
| Point72 Asset Management, L.P. | 10,945 | $466.0K | 0.00% | +10,945 | New |
| Renaissance Technologies LLC | 10,800 | $460.7K | 0.00% | −1,849−14.6% | Reduced |
| Trexquant Investment LP | 10,583 | $451.5K | 0.00% | +20.0% | Added |
| Federation des caisses Desjardins du Quebec | 11,473 | $445.2K | 0.00% | −47−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,365 | $399.5K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,054 | $386.2K | 0.00% | −5,508−37.8% | Reduced |
| Public Employees Retirement System of Ohio | 8,487 | $361.5K | 0.00% | +226+2.7% | Added |
| XTX Topco Ltd | 7,266 | $310.0K | 0.00% | +1,704+30.6% | Added |
| Scotia Capital Inc. | 7,239 | $308.8K | 0.00% | −841−10.4% | Reduced |
| JustInvest LLC | 6,995 | $298.4K | 0.00% | +960+15.9% | Added |
| Santa Monica Partners LP | 6,904 | $294.0K | 0.16% | 00.0% | Unchanged |
| Bruni J V & Co | 6,828 | $291.3K | 0.03% | −177−2.5% | Reduced |
| Ossiam | 6,692 | $285.1K | 0.00% | −7,752−53.7% | Reduced |
| Captrust Financial Advisors | 6,631 | $282.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 6,563 | $280.0K | 0.00% | +6,563 | New |
| Vanguard Investments Australia, Ltd. | 6,556 | $279.4K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 6,362 | $263.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 5,575 | $211.5K | 0.00% | −10,617−65.6% | Reduced |
| Millennium Management LLC | 4,846 | $206.2K | 0.00% | +4,846 | New |
| Warren Averett Asset Management, LLC | 4,728 | $201.7K | 0.00% | +4,728 | New |
| Becker Capital Management Inc | 4,725 | $201.6K | 0.01% | +4,725 | New |
| Farther Finance Advisors, LLC | 3,002 | $128.1K | 0.00% | −10.0% | Reduced |
| Northwest & Ethical Investments L.P. | 2,564 | $109.1K | 0.00% | +740+40.6% | Added |
| NBC Securities, Inc. | 2,542 | $108.5K | 0.01% | −2−0.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,389 | $101.9K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,354 | $100.4K | 0.00% | −1,202−33.8% | Reduced |
| TD Waterhouse Canada Inc. | 2,069 | $88.6K | 0.00% | −30−1.4% | Reduced |
| Wells Fargo & Company | 1,944 | $82.7K | 0.00% | −6−0.3% | Reduced |
| Signaturefd, LLC | 1,521 | $64.9K | 0.00% | +517+51.5% | Added |
| Moerus Capital Management LLC | 1,187 | $50.6K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 1,140 | $48.6K | 0.00% | −166−12.7% | Reduced |
| Russell Investments Group, Ltd. | 951 | $40.5K | 0.00% | −5,865−86.0% | Reduced |
| BNP Paribas Arbitrage, SA | 910 | $38.8K | 0.00% | +910 | New |
| Rockefeller Capital Management L.P. | 544 | $23.2K | 0.00% | −11,211−95.4% | Reduced |
| Allworth Financial LP | 434 | $18.5K | 0.00% | −178−29.1% | Reduced |
| Purpose Unlimited Inc. | 410 | $17.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 353 | $15.1K | 0.00% | −484−57.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 310 | $13.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 232 | $9.90K | 0.00% | −196−45.8% | Reduced |
| Global Retirement Partners, LLC | 215 | $9.17K | 0.00% | +215 | New |
| Bessemer Group Inc | 218 | $9.00K | 0.00% | −41−15.8% | Reduced |
| GoodHaven Capital Management, LLC | 204 | $8.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 188 | $8.02K | 0.01% | +101+116.1% | Added |
| Parallel Advisors, LLC | 156 | $6.66K | 0.00% | +18+13.0% | Added |
| Harbour Investments, Inc. | 150 | $6.40K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 117 | $4.99K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 114 | $4.90K | 0.00% | +10+9.6% | Added |
| Beutel, Goodman & Co Ltd. | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 60 | $2.56K | 0.00% | +34+130.8% | Added |
| Louisbourg Investments Inc. | 54 | $2.30K | 0.00% | +1+1.9% | Added |
| Financial Perspectives, Inc | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 22 | $939 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19 | $811 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 18 | $768 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $683 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $653 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $639 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $512 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $512 | 0.00% | +12 | New |
| Pacifica Partners Inc. | 7 | $296 | 0.00% | 00.0% | Unchanged |